Sponsored

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 $142.1M. In the most recent quarter, they have increased their positions in RDVY (+23.0K shares, valued at $1.6M), PAAA (+24.3K shares, valued at $1.2M), BIL (+8.4K shares, valued at $765.7K); decreased their positions in FTCS (-10.6K shares, valued at $987.1K), FXR (-8.4K shares, valued at $685.4K), N/A (-658 shares, valued at $379.8K); initiated new positions in PAAA (+24.3K shares, valued at $1.2M), MISL (+14.3K shares, valued at $638.8K), FBT (+3.1K shares, valued at $628.2K).

1M P&L

-10.5M-7.25%

3M P&L

-19.6M-12.79%

HY P&L

-10.1M-7.00%

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/A103.6M

84.5%

2Household & Personal Products2.8M

2.3%

3Oil & Gas Midstream2.4M

1.9%

Top Industries by Stock Count

1N/A72 stocks

67.9%

2Drug Manufacturers - General4 stocks

3.8%

3Insurance - Life3 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO QQQ TR INVESCO QQQ TR19.6K shares-3.24%2026-03-312026-05-08

FV FIRST TR EXCHANGE TRADED FD143.7K shares0.14%2026-03-312026-05-08

RDVY FIRST TR EXCHANGE TRADED FD126.4K shares22.20%2026-03-312026-05-08

FDL FIRST TR EXCHANGE-TRADED FD122.3K shares1.77%2026-03-312026-05-08

VOE VANGUARD INDEX FDS33.6K shares3.55%2026-03-312026-05-08

VOT VANGUARD INDEX FDS22.3K shares3.91%2026-03-312026-05-08

IWB ISHARES TR11.9K shares1.21%2026-03-312026-05-08

EEM ISHARES TR55.8K shares1.75%2026-03-312026-05-08

Sponsored

FTC FIRST TR EXCHANGE-TRADED ALP20.2K shares1.38%2026-03-312026-05-08

HYG ISHARES TR35.3K shares4.12%2026-03-312026-05-08

TCAF T ROWE PRICE ETF INC78.8K shares2.38%2026-03-312026-05-08

EFA ISHARES TR28.8K shares2.77%2026-03-312026-05-08

PG PROCTER & GAMBLE CO19.3K shares-3.92%2026-03-312026-05-08

VOOV VANGUARD ADMIRAL FDS INC13.2K shares2.40%2026-03-312026-05-08

BND VANGUARD BD INDEX FDS35.6K shares5.28%2026-03-312026-05-08

HDV ISHARES TR17.9K shares1.10%2026-03-312026-05-08

Sponsored

VTI VANGUARD INDEX FDS7.0K shares-2.91%2026-03-312026-05-08

FYC FIRST TR EXCHANGE-TRADED ALP23.1K shares1.30%2026-03-312026-05-08

SHV ISHARES TR18.4K shares2.94%2026-03-312026-05-08

BIL SPDR SERIES TRUST21.3K shares64.34%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS3.2K shares2.07%2026-03-312026-05-08

ALPHABET INC ALPHABET INC6.4K shares16.00%2026-03-312026-05-08

DFSV DIMENSIONAL ETF TRUST48.3K shares3.26%2026-03-312026-05-08

PFF ISHARES TR55.4K shares-3.45%2026-03-312026-05-08

Sponsored

IVV ISHARES TR2.3K shares0.00%2026-03-312026-05-08

VOOG VANGUARD ADMIRAL FDS INC3.6K shares0.00%2026-03-312026-05-08

MSFT MICROSOFT CORP3.9K shares51.06%2026-03-312026-05-08

AAPL APPLE INC5.4K shares25.72%2026-03-312026-05-08

IWF ISHARES TR3.2K shares0.00%2026-03-312026-05-08

GE AEROSPACE GE AEROSPACE4.7K shares9.77%2026-03-312026-05-08

FDN FIRST TR EXCHANGE-TRADED FD5.5K shares3.99%2026-03-312026-05-08

FXO FIRST TR EXCHANGE-TRADED FD22.6K shares5.23%2026-03-312026-05-08

Sponsored

MDYV SPDR SERIES TRUST14.7K shares11.51%2026-03-312026-05-08

PAAA PGIM ETF TR24.3K sharesnew addition2026-03-312026-05-08

FXU FIRST TR EXCHANGE-TRADED FD23.2K shares10.54%2026-03-312026-05-08

EPD ENTERPRISE PRODS PARTNERS L30.3K shares-9.00%2026-03-312026-05-08

ET ENERGY TRANSFER L P52.3K shares-24.65%2026-03-312026-05-08

IJH ISHARES TR14.9K shares0.00%2026-03-312026-05-08

GEV GE VERNOVA INC1.1K shares5.76%2026-03-312026-05-08

VBR VANGUARD INDEX FDS4.5K shares1.24%2026-03-312026-05-08

Sponsored

IWM ISHARES TR3.7K shares-8.51%2026-03-312026-05-08

FTCS FIRST TR EXCHANGE-TRADED FD9.6K shares-52.66%2026-03-312026-05-08

LNC LINCOLN NATL CORP IND23.3K shares2.99%2026-03-312026-05-08

IYF ISHARES TR7.0K shares0.00%2026-03-312026-05-08

FITB FIFTH THIRD BANCORP15.7K shares1.43%2026-03-312026-05-08

BROADCOM INC BROADCOM INC2.3K shares143.76%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS3.3K shares0.00%2026-03-312026-05-08

IJR ISHARES TR5.5K shares-0.63%2026-03-312026-05-08

Sponsored

MISL FIRST TR EXCHANGE-TRADED FD14.3K sharesnew addition2026-03-312026-05-08

FBT FIRST TR EXCHANGE-TRADED FD3.1K sharesnew addition2026-03-312026-05-08

FEP FIRST TR EXCH TRD ALPHDX FD11.5K shares0.00%2026-03-312026-05-08

NVDA NVIDIA CORPORATION3.5K shares130.47%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K shares19.53%2026-03-312026-05-08

CGGR CAPITAL GROUP GROWTH ETF14.4K shares0.00%2026-03-312026-05-08

BUFQ FIRST TR EXCHNG TRADED FD VI16.2K shares1.79%2026-03-312026-05-08

ABBV ABBVIE INC2.5K shares170.98%2026-03-312026-05-08

Sponsored

FEX FIRST TR EXCHANGE-TRADED ALP4.3K shares-5.24%2026-03-312026-05-08

ORI OLD REP INTL CORP13.1K shares8.28%2026-03-312026-05-08

AMZN AMAZON COM INC2.5K shares68.12%2026-03-312026-05-08

RTX RTX CORPORATION2.7K shares29.14%2026-03-312026-05-08

FXR FIRST TR EXCHANGE-TRADED FD6.3K shares-57.15%2026-03-312026-05-08

QQXT FIRST TR EXCHANGE-TRADED FD5.1K shares-36.39%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON2.0K shares21.24%2026-03-312026-05-08

VENTURE GLOBAL INC VENTURE GLOBAL INC31.0K sharesnew addition2026-03-312026-05-08

Sponsored

PWB INVESCO EXCHANGE TRADED FD T3.9K shares0.00%2026-03-312026-05-08

IYM ISHARES TR2.6K shares0.00%2026-03-312026-05-08

CINF CINCINNATI FINL CORP2.8K shares-45.25%2026-03-312026-05-08

ALPHABET INC ALPHABET INC1.5K sharesnew addition2026-03-312026-05-08

IVW ISHARES TR3.6K shares-14.74%2026-03-312026-05-08

FAB FIRST TR EXCHANGE-TRADED ALP4.1K shares0.00%2026-03-312026-05-08

LLY ELI LILLY & CO418 shares40.27%2026-03-312026-05-08

CGUS CAPITAL GROUP CORE EQUITY ET9.9K shares0.00%2026-03-312026-05-08

Sponsored

FHN FIRST HORIZON CORPORATION15.9K shares1.17%2026-03-312026-05-08

VONG VANGUARD SCOTTSDALE FDS3.3K shares0.00%2026-03-312026-05-08

FTXN FIRST TR EXCHANGE TRADED FD9.3K shares0.00%2026-03-312026-05-08

COPX GLOBAL X FDS4.6K shares9.03%2026-03-312026-05-08

CGDV CAPITAL GROUP DIVIDEND VALUE8.3K shares0.00%2026-03-312026-05-08

RIO RIO TINTO PLC3.7K shares0.00%2026-03-312026-05-08

FLXR TCW ETF TRUST8.8K shares-22.45%2026-03-312026-05-08

DGRO ISHARES TR4.8K shares0.00%2026-03-312026-05-08

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC978 shares-29.74%2026-03-312026-05-08

TOTALENERGIES SE TOTALENERGIES SE3.6K sharesnew addition2026-03-312026-05-08

FXL FIRST TR EXCHANGE-TRADED FD2.0K shares0.00%2026-03-312026-05-08

QTEC FIRST TR EXCHANGE-TRADED FD1.4K shares0.00%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO1.0K shares0.29%2026-03-312026-05-08

AGG ISHARES TR3.0K shares0.00%2026-03-312026-05-08

WFC WELLS FARGO & CO3.7K shares-21.84%2026-03-312026-05-08

IWP ISHARES TR2.2K shares-7.95%2026-03-312026-05-08

Sponsored

VIS VANGUARD WORLD FD902 shares-7.96%2026-03-312026-05-08

VTWO VANGUARD SCOTTSDALE FDS2.7K shares-0.81%2026-03-312026-05-08

AFL AFLAC INC2.4K shares0.00%2026-03-312026-05-08

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.5K shares0.00%2026-03-312026-05-08

CVS CVS HEALTH CORP3.5K shares24.99%2026-03-312026-05-08

UPS UNITED PARCEL SVCS INC2.5K shares20.71%2026-03-312026-05-08

FXN FIRST TR EXCHANGE-TRADED FD11.0K shares-20.01%2026-03-312026-05-08

IWO ISHARES TR784 shares0.00%2026-03-312026-05-08

Sponsored

MA MASTERCARD INCORPORATED492 shares27.79%2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC2.0K shares2.36%2026-03-312026-05-08

META META PLATFORMS INC406 sharesnew addition2026-03-312026-05-08

MPLX MPLX LP4.0K shares0.00%2026-03-312026-05-08

PM PHILIP MORRIS INTL INC1.4K sharesnew addition2026-03-312026-05-08

AMGN AMGEN INC647 sharesnew addition2026-03-312026-05-08

UNP UNION PAC CORP912 sharesnew addition2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T340 shares12.21%2026-03-312026-05-08

Sponsored

XOM EXXON MOBIL CORP1.3K sharesnew addition2026-03-312026-05-08

MFC MANULIFE FINL CORP6.4K shares0.00%2026-03-312026-05-08

USFR WISDOMTREE TR4.2K shares0.74%2026-03-312026-05-08

VGT VANGUARD WORLD FD304 shares0.00%2026-03-312026-05-08

XLK SELECT SECTOR SPDR TR1.6K shares0.00%2026-03-312026-05-08

FPE FIRST TR EXCH TRADED FD III11.7K shares0.00%2026-03-312026-05-08

LMT LOCKHEED MARTIN CORP341 sharesnew addition2026-03-312026-05-08

VO VANGUARD INDEX FDS708 shares0.00%2026-03-312026-05-08

Sponsored

IJT ISHARES TR1.4K sharesnew addition2026-03-312026-05-08

IEFA ISHARES TR2.2K shares0.00%2026-03-312026-05-08

CB CHUBB LTD SWITZ617 sharesnew addition2026-03-312026-05-08

IYJ ISHARES TR1.4K shares0.00%2026-03-312026-05-08

SGOV ISHARES TR2.0K sharesnew addition2026-03-312026-05-08

INVESCO QQQ TR

-3.24%

Shares19.6K

Event2026-03-31

Filed2026-05-08

FIRST TR EXCHANGE TRADED FD

0.14%

Shares143.7K

Event2026-03-31

Filed2026-05-08

RDVY

FIRST TR EXCHANGE TRADED FD

22.20%

Shares126.4K

Event2026-03-31

Filed2026-05-08

FDL

FIRST TR EXCHANGE-TRADED FD

1.77%

Shares122.3K

Event2026-03-31

Filed2026-05-08

VOE

VANGUARD INDEX FDS

3.55%

Shares33.6K

Event2026-03-31

Filed2026-05-08

VOT

VANGUARD INDEX FDS

3.91%

Shares22.3K

Event2026-03-31

Filed2026-05-08

IWB

ISHARES TR

1.21%

Shares11.9K

Event2026-03-31

Filed2026-05-08

EEM

ISHARES TR

1.75%

Shares55.8K

Event2026-03-31

Filed2026-05-08

FTC

FIRST TR EXCHANGE-TRADED ALP

1.38%

Shares20.2K

Event2026-03-31

Filed2026-05-08

HYG

ISHARES TR

4.12%

Shares35.3K

Event2026-03-31

Filed2026-05-08

TCAF

T ROWE PRICE ETF INC

2.38%

Shares78.8K

Event2026-03-31

Filed2026-05-08

EFA

ISHARES TR

2.77%

Shares28.8K

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO

-3.92%

Shares19.3K

Event2026-03-31

Filed2026-05-08

VOOV

VANGUARD ADMIRAL FDS INC

2.40%

Shares13.2K

Event2026-03-31

Filed2026-05-08

BND

VANGUARD BD INDEX FDS

5.28%

Shares35.6K

Event2026-03-31

Filed2026-05-08

HDV

ISHARES TR

1.10%

Shares17.9K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

-2.91%

Shares7.0K

Event2026-03-31

Filed2026-05-08

FYC

FIRST TR EXCHANGE-TRADED ALP

1.30%

Shares23.1K

Event2026-03-31

Filed2026-05-08

SHV

ISHARES TR

2.94%

Shares18.4K

Event2026-03-31

Filed2026-05-08

BIL

SPDR SERIES TRUST

64.34%

Shares21.3K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

2.07%

Shares3.2K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

16.00%

Shares6.4K

Event2026-03-31

Filed2026-05-08

DFSV

DIMENSIONAL ETF TRUST

3.26%

Shares48.3K

Event2026-03-31

Filed2026-05-08

PFF

ISHARES TR

-3.45%

Shares55.4K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-08

VOOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

51.06%

Shares3.9K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

25.72%

Shares5.4K

Event2026-03-31

Filed2026-05-08

IWF

ISHARES TR

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-08

GE AEROSPACE

9.77%

Shares4.7K

Event2026-03-31

Filed2026-05-08

FDN

FIRST TR EXCHANGE-TRADED FD

3.99%

Shares5.5K

Event2026-03-31

Filed2026-05-08

FXO

FIRST TR EXCHANGE-TRADED FD

5.23%

Shares22.6K

Event2026-03-31

Filed2026-05-08

MDYV

SPDR SERIES TRUST

11.51%

Shares14.7K

Event2026-03-31

Filed2026-05-08

PAAA

PGIM ETF TR

New

Shares24.3K

Event2026-03-31

Filed2026-05-08

FXU

FIRST TR EXCHANGE-TRADED FD

10.54%

Shares23.2K

Event2026-03-31

Filed2026-05-08

EPD

ENTERPRISE PRODS PARTNERS L

-9.00%

Shares30.3K

Event2026-03-31

Filed2026-05-08

ENERGY TRANSFER L P

-24.65%

Shares52.3K

Event2026-03-31

Filed2026-05-08

IJH

ISHARES TR

0.00%

Shares14.9K

Event2026-03-31

Filed2026-05-08

GEV

GE VERNOVA INC

5.76%

Shares1.1K

Event2026-03-31

Filed2026-05-08

VBR

VANGUARD INDEX FDS

1.24%

Shares4.5K

Event2026-03-31

Filed2026-05-08

IWM

ISHARES TR

-8.51%

Shares3.7K

Event2026-03-31

Filed2026-05-08

FTCS

FIRST TR EXCHANGE-TRADED FD

-52.66%

Shares9.6K

Event2026-03-31

Filed2026-05-08

LNC

LINCOLN NATL CORP IND

2.99%

Shares23.3K

Event2026-03-31

Filed2026-05-08

IYF

ISHARES TR

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-08

FITB

FIFTH THIRD BANCORP

1.43%

Shares15.7K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

143.76%

Shares2.3K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-08

IJR

ISHARES TR

-0.63%

Shares5.5K

Event2026-03-31

Filed2026-05-08

MISL

FIRST TR EXCHANGE-TRADED FD

New

Shares14.3K

Event2026-03-31

Filed2026-05-08

FBT

FIRST TR EXCHANGE-TRADED FD

New

Shares3.1K

Event2026-03-31

Filed2026-05-08

FEP

FIRST TR EXCH TRD ALPHDX FD

0.00%

Shares11.5K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

130.47%

Shares3.5K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

19.53%

Shares1.2K

Event2026-03-31

Filed2026-05-08

CGGR

CAPITAL GROUP GROWTH ETF

0.00%

Shares14.4K

Event2026-03-31

Filed2026-05-08

BUFQ

FIRST TR EXCHNG TRADED FD VI

1.79%

Shares16.2K

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC

170.98%

Shares2.5K

Event2026-03-31

Filed2026-05-08

FEX

FIRST TR EXCHANGE-TRADED ALP

-5.24%

Shares4.3K

Event2026-03-31

Filed2026-05-08

ORI

OLD REP INTL CORP

8.28%

Shares13.1K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

68.12%

Shares2.5K

Event2026-03-31

Filed2026-05-08

RTX

RTX CORPORATION

29.14%

Shares2.7K

Event2026-03-31

Filed2026-05-08

FXR

FIRST TR EXCHANGE-TRADED FD

-57.15%

Shares6.3K

Event2026-03-31

Filed2026-05-08

QQXT

FIRST TR EXCHANGE-TRADED FD

-36.39%

Shares5.1K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

21.24%

Shares2.0K

Event2026-03-31

Filed2026-05-08

VENTURE GLOBAL INC

New

Shares31.0K

Event2026-03-31

Filed2026-05-08

PWB

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-08

IYM

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-08

CINF

CINCINNATI FINL CORP

-45.25%

Shares2.8K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-08

IVW

ISHARES TR

-14.74%

Shares3.6K

Event2026-03-31

Filed2026-05-08

FAB

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

40.27%

Shares418

Event2026-03-31

Filed2026-05-08

CGUS

CAPITAL GROUP CORE EQUITY ET

0.00%

Shares9.9K

Event2026-03-31

Filed2026-05-08

FHN

FIRST HORIZON CORPORATION

1.17%

Shares15.9K

Event2026-03-31

Filed2026-05-08

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-08

FTXN

FIRST TR EXCHANGE TRADED FD

0.00%

Shares9.3K

Event2026-03-31

Filed2026-05-08

COPX

GLOBAL X FDS

9.03%

Shares4.6K

Event2026-03-31

Filed2026-05-08

CGDV

CAPITAL GROUP DIVIDEND VALUE

0.00%

Shares8.3K

Event2026-03-31

Filed2026-05-08

RIO

RIO TINTO PLC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-08

FLXR

TCW ETF TRUST

-22.45%

Shares8.8K

Event2026-03-31

Filed2026-05-08

DGRO

ISHARES TR

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-29.74%

Shares978

Event2026-03-31

Filed2026-05-08

TOTALENERGIES SE

New

Shares3.6K

Event2026-03-31

Filed2026-05-08

FXL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-08

QTEC

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

0.29%

Shares1.0K

Event2026-03-31

Filed2026-05-08

AGG

ISHARES TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-08

WFC

WELLS FARGO & CO

-21.84%

Shares3.7K

Event2026-03-31

Filed2026-05-08

IWP

ISHARES TR

-7.95%

Shares2.2K

Event2026-03-31

Filed2026-05-08

VIS

VANGUARD WORLD FD

-7.96%

Shares902

Event2026-03-31

Filed2026-05-08

VTWO

VANGUARD SCOTTSDALE FDS

-0.81%

Shares2.7K

Event2026-03-31

Filed2026-05-08

AFL

AFLAC INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-08

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-08

CVS

CVS HEALTH CORP

24.99%

Shares3.5K

Event2026-03-31

Filed2026-05-08

UPS

UNITED PARCEL SVCS INC

20.71%

Shares2.5K

Event2026-03-31

Filed2026-05-08

FXN

FIRST TR EXCHANGE-TRADED FD

-20.01%

Shares11.0K

Event2026-03-31

Filed2026-05-08

IWO

ISHARES TR

0.00%

Shares784

Event2026-03-31

Filed2026-05-08

MASTERCARD INCORPORATED

27.79%

Shares492

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

2.36%

Shares2.0K

Event2026-03-31

Filed2026-05-08