Hfg Wealth Management, LLC Reduced Holdings in Q4 2024

Hfg Wealth Management, LLC

  • $154 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-108K
- 67.05%
$47.29 - $84.74 $5.09M - $9.13M
52.9K $2.67B
PJUL
Innovator U.S. Equity Power Bu

ETFs
-35.7K
- 26.33%
$40.12 - $41.68 $1.43M - $1.49M
99.7K $4.04B
CVX
Chevron Corp

Energy
-6.03K
- 79.67%
$141.15 - $162.53 $851K - $979K
1.54K $227M
IJUL
Innovator Etfs Tr

ETFs
-27.1K
- 23.93%
$27.59 - $29.25 $747K - $792K
86K $2.53B
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-20.7K
- 17.96%
$37.81 - $38.94 $783K - $807K
94.6K $3.6B
MRSK
Toews Agility Shares Managed R

Technology
-21.5K
- 4.16%
$32.13 - $34.12 $692K - $735K
496K $16.1B
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
-15.2K
- 12.98%
$24.59 - $25.81 $374K - $393K
102K $2.61B
XOM
Exxon Mobil Corp

Energy
-2.49K
- 6.55%
$105.51 - $125.37 $263K - $312K
35.5K $4.16B
FMB
First Tr Exchange Traded Fd Ii

ETFs
-3.97K
- 7.66%
$50.62 - $52.07 $201K - $207K
47.9K $2.49B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-11.6K
- 5.4%
$29.73 - $30.81 $346K - $359K
204K $6.09B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.83K
- 19.05%
$63.58 - $71.15 $116K - $130K
7.77K $504M
Dimensional ETF Trust
-9.75K
- 6.47%
N/A
141K $8.95B
DFAE
Dimensional ETF Tr

ETFs
-4.27K
- 6.71%
$25.36 - $28.15 $108K - $120K
59.4K $1.63B
VUG
Vanguard Growth ETF

ETFs
-69
- 5.28%
$378.79 - $428.11 $26.1K - $29.5K
1.24K $476M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-3.17K
- 4.26%
$33.92 - $36.6 $107K - $116K
71.2K $2.44B
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-251
- 1.35%
$42.7 - $46.33 $10.7K - $11.6K
18.4K $808M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
-14.2K
- 2.62%
$18.62 - $22.39 $264K - $318K
528K $11.4B
Activity Summary
Buys All Purchases 20 New Holdings 2 Increased Positions 18 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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