Hfg Wealth Management, LLC Purchases and Sells in Q1 2025

Hfg Wealth Management, LLC

$165 Billion
Q1 2025

Top Buys

Incresed Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INNOVATOR ETFS TRUST	69.1K + 37.8%	N/A	252K $7.42B
SPY	685 + 99.71%	$551.42 - $612.93 $378K - $420K	1.37K $804M
VUG	714 + 57.63%	$369.1 - $427.61 $264K - $305K	1.95K $802M
DFIC	11K + 87.53%	$25.54 - $28.79 $281K - $316K	23.5K $608M
DFCF	9.96K + 9.83%	$40.79 - $42.32 $406K - $422K	111K $4.59B
AGG	1.49K + 41.17%	$95.85 - $99.25 $143K - $148K	5.12K $496M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FIRST TR EXCHNG TRADED FD VI	530K New	N/A	530K $18.6B
INNOVATOR ETFS TRUST	384K New	N/A	384K $11.2B
GRAYSCALE BITCOIN MINI TR ET	179K New	N/A	179K $7.51B
SFLR	149K New	N/A	149K $4.85B
MANAGED PORTFOLIO SERIES	149K New	N/A	149K $3.76B
BOCT	39.8K New	$41.53 - $44.57 $1.65M - $1.77M	39.8K $1.72B

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PMAR	-227K - 88.79%	$39.51 - $41.0 $8.97M - $9.31M	28.7K $1.15B
FIRST TR EXCHNG TRADED FD VI	-242K - 85.79%	N/A	40.1K $1.5B
IAPR	-179K - 26.83%	$26.66 - $28.64 $4.77M - $5.12M	488K $13B
MRSK	-144K - 28.96%	$31.27 - $33.98 $4.49M - $4.88M	352K $11.6B
PJUL	-86.2K - 86.44%	$39.81 - $42.17 $3.43M - $3.64M	13.5K $557M
IGLD	-55.5K - 10.51%	$18.75 - $20.77 $1.04M - $1.15M	473K $8.93B

Activity Summary All Purchases 26 New Holdings 14 Increased Positions 12 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hfg Wealth Management, LLC with notifications on news.