Hfg Wealth Management, LLC Portfolio Holdings

Hfg Wealth Management, LLC

  • $157 Billion
  • Q2 2024

Hfg Wealth Management, LLC has filed its 13F form on August 20, 2024 for Q2 2024 where it was disclosed a total value porftolio of $157 Billion distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Innovator Etfs Tr Internationa with a value of $17.8B, Toews Agility Shares Managed R with a value of $16.4B, First Trust Global Tactical CO with a value of $12B, First Tr Cboe Vest Gold Strate with a value of $10.9B, and Dimensional ETF Trust with a value of $8.97B.

Examining the 13F form we can see an decrease of $12.9B in the current position value, from $170B to 157B.

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.

Portfolio value $157 Billion
ETFs: $93.4 Billion
Communication Services: $10.9 Billion
Energy: $5.56 Billion
Technology: $2.03 Billion
Real Estate: $697 Million
Consumer Cyclical: $304 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$489B
$4.38 Billion 2.79% of portfolio
38,012
Q2 2024 Added 5.13%
$3.74T
$2.03 Billion 1.29% of portfolio
9,616
Q2 2024 Added 0.12%
$288B
$1.18 Billion 0.75% of portfolio
7,564
Q1 2024 Reduced 87.55%
$1.9T
$304 Million 0.19% of portfolio
1,573
Q2 2024 Reduced 7.09%

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $157 Billion
  • Prior Value $170 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 20, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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