The Analysis of HFG Advisors, Inc.'s Holdings & P&L


Currently, HFG Advisors, Inc. holds 117 types of securities in its portfolio with a total value $160.3M. In the most recent quarter, they have increased their positions in HDV (+68.2K shares, valued at $1.9M), VOOG (+17.9K shares, valued at $1.5M), BUFQ (+32.7K shares, valued at $1.3M); decreased their positions in QQQ (-1.9K shares, valued at $1.4M), N/A (-1.3K shares, valued at $484.3K), MSFT (-899 shares, valued at $335.3K); initiated new positions in FTXR (+19.7K shares, valued at $896.5K), MU (+680 shares, valued at $784.9K), SNDK (+162 shares, valued at $368.3K).


1M P&L
+595.7K+0.39%
3M P&L
+6.4M+4.38%
HY P&L
-7.5M-4.71%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A129.4M
84.8%
2Internet Content & Information2.9M
1.9%
3Household & Personal Products2.8M
1.8%

Top Industries by Stock Count

1N/A71 stocks
67.6%
2Oil & Gas Midstream4 stocks
3.8%
3Insurance - Life3 stocks
2.9%
Stock Holdings
QQQ
INVESCO QQQ TR
-9.93%
Shares17.7K
Event2026-06-30
Filed2026-08-07
FV
FIRST TR EXCHANGE TRADED FD
0.73%
Shares144.7K
Event2026-06-30
Filed2026-08-07
RDVY
FIRST TR EXCHANGE TRADED FD
2.46%
Shares129.5K
Event2026-06-30
Filed2026-08-07
VOT
VANGUARD INDEX FDS
1.75%
Shares22.7K
Event2026-06-30
Filed2026-08-07
VOE
VANGUARD INDEX FDS
1.73%
Shares34.1K
Event2026-06-30
Filed2026-08-07
FDL
FIRST TR EXCHANGE-TRADED FD
0.73%
Shares123.1K
Event2026-06-30
Filed2026-08-07
IWB
ISHARES TR
0.32%
Shares12.0K
Event2026-06-30
Filed2026-08-07
FTC
FIRST TR EXCHANGE-TRADED ALP
1.37%
Shares20.5K
Event2026-06-30
Filed2026-08-07
EEM
ISHARES TR
2.26%
Shares57.0K
Event2026-06-30
Filed2026-08-07
TCAF
T ROWE PRICE EXCHANGE-TRADED
2.56%
Shares80.8K
Event2026-06-30
Filed2026-08-07
EFA
ISHARES TR
2.44%
Shares29.5K
Event2026-06-30
Filed2026-08-07
FYC
FIRST TR EXCHANGE-TRADED ALP
2.84%
Shares23.8K
Event2026-06-30
Filed2026-08-07
HYG
ISHARES TR
3.19%
Shares36.5K
Event2026-06-30
Filed2026-08-07
VOOV
VANGUARD ADMIRAL FDS INC
-0.76%
Shares13.1K
Event2026-06-30
Filed2026-08-07
PG
PROCTER & GAMBLE CO
-2.07%
Shares18.9K
Event2026-06-30
Filed2026-08-07
BND
VANGUARD BD INDEX FDS
2.64%
Shares36.5K
Event2026-06-30
Filed2026-08-07
GOOGL
ALPHABET INC
16.70%
Shares7.4K
Event2026-06-30
Filed2026-08-07
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-0.34%
Shares7.0K
Event2026-06-30
Filed2026-08-07
HDV
ISHARES TR
381.46%
Shares86.1K
Event2026-06-30
Filed2026-08-07
VOO
VANGUARD INDEX FDS
2.21%
Shares3.3K
Event2026-06-30
Filed2026-08-07
DFSV
DIMENSIONAL ETF TRUST
3.26%
Shares49.9K
Event2026-06-30
Filed2026-08-07
BUFQ
FIRST TR EXCHNG TRADED FD VI
201.86%
Shares48.9K
Event2026-06-30
Filed2026-08-07
BIL
SPDR SERIES TRUST
-8.14%
Shares19.6K
Event2026-06-30
Filed2026-08-07
VOOG
VANGUARD ADMIRAL FDS INC
500.00%
Shares21.5K
Event2026-06-30
Filed2026-08-07
SHV
ISHARES TR
-14.20%
Shares15.8K
Event2026-06-30
Filed2026-08-07
ISHARES TR
ISHARES TR
-0.58%
Shares2.2K
Event2026-06-30
Filed2026-08-07
PFF
ISHARES TR
-0.90%
Shares54.9K
Event2026-06-30
Filed2026-08-07
IWF
ISHARES TR
307.46%
Shares13.1K
Event2026-06-30
Filed2026-08-07
GE
GE AEROSPACE
-9.30%
Shares4.3K
Event2026-06-30
Filed2026-08-07
AAPL
APPLE INC
-3.79%
Shares5.2K
Event2026-06-30
Filed2026-08-07
FDN
FIRST TR EXCHANGE-TRADED FD
0.78%
Shares5.6K
Event2026-06-30
Filed2026-08-07
FXO
FIRST TR EXCHANGE-TRADED FD
0.67%
Shares22.7K
Event2026-06-30
Filed2026-08-07
MDYV
SPDR SERIES TRUST
0.22%
Shares14.7K
Event2026-06-30
Filed2026-08-07
PAAA
PGIM ETF TR
1.45%
Shares24.6K
Event2026-06-30
Filed2026-08-07
GEV
GE VERNOVA INC
-5.89%
Shares1.1K
Event2026-06-30
Filed2026-08-07
IJH
ISHARES TR
2.70%
Shares15.3K
Event2026-06-30
Filed2026-08-07
FXU
FIRST TR EXCHANGE-TRADED FD
0.65%
Shares23.4K
Event2026-06-30
Filed2026-08-07
MSFT
MICROSOFT CORP
-22.99%
Shares3.0K
Event2026-06-30
Filed2026-08-07
EPD
ENTERPRISE PRODS PARTNERS L
0.00%
Shares30.3K
Event2026-06-30
Filed2026-08-07
VBR
VANGUARD INDEX FDS
0.00%
Shares4.5K
Event2026-06-30
Filed2026-08-07
IWM
ISHARES TR
-4.96%
Shares3.5K
Event2026-06-30
Filed2026-08-07
ET
ENERGY TRANSFER L P
0.00%
Shares52.3K
Event2026-06-30
Filed2026-08-07
FTXR
FIRST TR EXCHANGE TRADED FD
New
Shares19.7K
Event2026-06-30
Filed2026-08-07
FTCS
FIRST TR EXCHANGE-TRADED FD
-0.57%
Shares9.5K
Event2026-06-30
Filed2026-08-07
IYF
ISHARES TR
0.00%
Shares7.0K
Event2026-06-30
Filed2026-08-07
FITB
FIFTH THIRD BANCORP
-1.41%
Shares15.5K
Event2026-06-30
Filed2026-08-07
IJR
ISHARES TR
2.07%
Shares5.6K
Event2026-06-30
Filed2026-08-07
LNC
LINCOLN NATL CORP IND
0.00%
Shares23.3K
Event2026-06-30
Filed2026-08-07
MU
MICRON TECHNOLOGY INC
New
Shares680
Event2026-06-30
Filed2026-08-07
FBT
FIRST TR EXCHANGE-TRADED FD
0.64%
Shares3.1K
Event2026-06-30
Filed2026-08-07
VIG
VANGUARD SPECIALIZED FUNDS
-0.37%
Shares3.2K
Event2026-06-30
Filed2026-08-07
ABBVIE INC
ABBVIE INC
19.29%
Shares3.0K
Event2026-06-30
Filed2026-08-07
CGGR
CAPITAL GROUP GROWTH ETF
0.00%
Shares14.4K
Event2026-06-30
Filed2026-08-07
FEP
FIRST TR EXCH TRD ALPHDX FD
0.00%
Shares11.5K
Event2026-06-30
Filed2026-08-07
PWB
INVESCO EXCHANGE TRADED FD T
0.00%
Shares3.9K
Event2026-06-30
Filed2026-08-07
BRK.B
BERKSHIRE HATHAWAY INC DEL
1.49%
Shares1.2K
Event2026-06-30
Filed2026-08-07
FEX
FIRST TR EXCHANGE-TRADED ALP
0.00%
Shares4.3K
Event2026-06-30
Filed2026-08-07
NVDA
NVIDIA CORPORATION
-15.82%
Shares3.0K
Event2026-06-30
Filed2026-08-07
FXR
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares6.3K
Event2026-06-30
Filed2026-08-07
CINF
CINCINNATI FINL CORP
0.00%
Shares2.8K
Event2026-06-30
Filed2026-08-07
JNJ
JOHNSON & JOHNSON
0.50%
Shares2.0K
Event2026-06-30
Filed2026-08-07
RIO
RIO TINTO PLC
40.54%
Shares5.3K
Event2026-06-30
Filed2026-08-07
QQXT
FIRST TR EXCHANGE-TRADED FD
0.04%
Shares5.1K
Event2026-06-30
Filed2026-08-07
IVW
ISHARES TR
0.00%
Shares3.6K
Event2026-06-30
Filed2026-08-07
QTEC
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares1.4K
Event2026-06-30
Filed2026-08-07
IYM
ISHARES TR
0.00%
Shares2.6K
Event2026-06-30
Filed2026-08-07
VONG
VANGUARD SCOTTSDALE FDS
9.46%
Shares3.6K
Event2026-06-30
Filed2026-08-07
FXL
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares2.0K
Event2026-06-30
Filed2026-08-07
CGUS
CAPITAL GROUP CORE EQUITY ET
0.00%
Shares9.9K
Event2026-06-30
Filed2026-08-07
RTX CORPORATION
RTX CORPORATION
-16.99%
Shares2.2K
Event2026-06-30
Filed2026-08-07
FAB
FIRST TR EXCHANGE-TRADED ALP
0.00%
Shares4.1K
Event2026-06-30
Filed2026-08-07
CGDV
CAPITAL GROUP DIVIDEND VALUE
0.00%
Shares8.3K
Event2026-06-30
Filed2026-08-07
FHN
FIRST HORIZON CORPORATION
-1.16%
Shares15.8K
Event2026-06-30
Filed2026-08-07
AMZN
AMAZON COM INC
-34.88%
Shares1.6K
Event2026-06-30
Filed2026-08-07
BROADCOM INC
BROADCOM INC
-55.59%
Shares1.0K
Event2026-06-30
Filed2026-08-07
SNDK
SANDISK CORP
New
Shares162
Event2026-06-30
Filed2026-08-07
DGRO
ISHARES TR
0.00%
Shares4.8K
Event2026-06-30
Filed2026-08-07
COPX
GLOBAL X FDS
0.00%
Shares4.6K
Event2026-06-30
Filed2026-08-07
LLY
ELI LILLY & CO
-29.43%
Shares295
Event2026-06-30
Filed2026-08-07
FLXR
TCW ETF TRUST
1.13%
Shares8.9K
Event2026-06-30
Filed2026-08-07
VANGUARD SCOTTSDALE FDS
VANGUARD SCOTTSDALE FDS
0.00%
Shares2.7K
Event2026-06-30
Filed2026-08-07
VIS
VANGUARD WORLD FD
0.00%
Shares902
Event2026-06-30
Filed2026-08-07
MPLX
MPLX LP
37.04%
Shares5.5K
Event2026-06-30
Filed2026-08-07
IWO
ISHARES TR
0.00%
Shares784
Event2026-06-30
Filed2026-08-07
ISHARES TR
ISHARES TR
0.00%
Shares3.0K
Event2026-06-30
Filed2026-08-07
XLK
SELECT SECTOR SPDR TR
0.00%
Shares1.6K
Event2026-06-30
Filed2026-08-07
IWP
ISHARES TR
-9.80%
Shares2.0K
Event2026-06-30
Filed2026-08-07
GOOG
ALPHABET INC
-45.08%
Shares826
Event2026-06-30
Filed2026-08-07
VGT
VANGUARD WORLD FD
700.00%
Shares2.4K
Event2026-06-30
Filed2026-08-07
DUK
DUKE ENERGY CORP NEW
New
Shares2.3K
Event2026-06-30
Filed2026-08-07
AFL
AFLAC INC
0.00%
Shares2.4K
Event2026-06-30
Filed2026-08-07
WFC
WELLS FARGO & CO
-8.55%
Shares3.4K
Event2026-06-30
Filed2026-08-07
SGOV
ISHARES TR
39.00%
Shares2.8K
Event2026-06-30
Filed2026-08-07
TTE
TOTALENERGIES SE
0.00%
Shares3.6K
Event2026-06-30
Filed2026-08-07
UPS
UNITED PARCEL SVCS INC
0.00%
Shares2.5K
Event2026-06-30
Filed2026-08-07
SPLV
INVESCO EXCH TRADED FD TR II
0.00%
Shares3.5K
Event2026-06-30
Filed2026-08-07
MFC
MANULIFE FINL CORP
0.00%
Shares6.4K
Event2026-06-30
Filed2026-08-07
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
-24.49%
Shares783
Event2026-06-30
Filed2026-08-07
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
0.00%
Shares340
Event2026-06-30
Filed2026-08-07
IJT
ISHARES TR
0.00%
Shares1.4K
Event2026-06-30
Filed2026-08-07
MRK
MERCK & CO INC
-2.87%
Shares1.9K
Event2026-06-30
Filed2026-08-07
JSMD
JANUS DETROIT STR TR
New
Shares2.3K
Event2026-06-30
Filed2026-08-07
ELV
ELEVANCE HEALTH INC FORMERLY
New
Shares605
Event2026-06-30
Filed2026-08-07
VO
VANGUARD INDEX FDS
300.00%
Shares2.8K
Event2026-06-30
Filed2026-08-07
IYJ
ISHARES TR
0.00%
Shares1.4K
Event2026-06-30
Filed2026-08-07
FXN
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares11.0K
Event2026-06-30
Filed2026-08-07
ISHARES TR
ISHARES TR
0.00%
Shares2.2K
Event2026-06-30
Filed2026-08-07
UNP
UNION PAC CORP
-12.94%
Shares794
Event2026-06-30
Filed2026-08-07
CISCO SYS INC
CISCO SYS INC
New
Shares1.8K
Event2026-06-30
Filed2026-08-07
USFR
WISDOMTREE TR
0.52%
Shares4.3K
Event2026-06-30
Filed2026-08-07
SOUTHSTATE BK CORP
SOUTHSTATE BK CORP
New
Shares2.1K
Event2026-06-30
Filed2026-08-07
IWR
ISHARES TR
New
Shares1.9K
Event2026-06-30
Filed2026-08-07
VB
VANGUARD INDEX FDS
New
Shares698
Event2026-06-30
Filed2026-08-07
C
CITIGROUP INC
New
Shares1.4K
Event2026-06-30
Filed2026-08-07
DVY
ISHARES TR
New
Shares1.3K
Event2026-06-30
Filed2026-08-07
VG
VENTURE GLOBAL INC
-49.97%
Shares15.5K
Event2026-06-30
Filed2026-08-07
JBS
JBS N.V.
New
Shares11.2K
Event2026-06-30
Filed2026-08-07

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available