Hfg Wealth Management, LLC has filed its 13F form on June 27, 2024 for Q1 2024 where it was disclosed a total value porftolio of $170 Billion distributed in 36 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Toews Agility Shares Managed R with a value of $19.5B, Innovator Etfs Tr Internationa with a value of $19B, Innovator U.S. Equity Power Bu with a value of $15.3B, Ft Exch Trd Fd Viii Cboe Vest with a value of $13.8B, and Grayscale Bitcoin Trust (Btc) with a value of $13.6B.
Examining the 13F form we can see an decrease of $238B in the current position value, from $407B to 170B.
Also it can be appreciated an additional of 2 stocks purchases and 24 closed positions.
Hfg Wealth Management, LLC is based out at The Woodlands, TX
Below you can find more details about Hfg Wealth Management, LLC portfolio as well as his latest detailed transactions.