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 $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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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QQQ
-9.93%INVESCO QQQ TR
Shares17.7K
Event2026-06-30
Filed2026-08-07
FV
0.73%FIRST TR EXCHANGE TRADED FD
Shares144.7K
Event2026-06-30
Filed2026-08-07
RDVY
2.46%FIRST TR EXCHANGE TRADED FD
Shares129.5K
Event2026-06-30
Filed2026-08-07
VOT
1.75%VANGUARD INDEX FDS
Shares22.7K
Event2026-06-30
Filed2026-08-07
VOE
1.73%VANGUARD INDEX FDS
Shares34.1K
Event2026-06-30
Filed2026-08-07
FDL
0.73%FIRST TR EXCHANGE-TRADED FD
Shares123.1K
Event2026-06-30
Filed2026-08-07
IWB
0.32%ISHARES TR
Shares12.0K
Event2026-06-30
Filed2026-08-07
FTC
1.37%FIRST TR EXCHANGE-TRADED ALP
Shares20.5K
Event2026-06-30
Filed2026-08-07
EEM
2.26%ISHARES TR
Shares57.0K
Event2026-06-30
Filed2026-08-07
TCAF
2.56%T ROWE PRICE EXCHANGE-TRADED
Shares80.8K
Event2026-06-30
Filed2026-08-07
EFA
2.44%ISHARES TR
Shares29.5K
Event2026-06-30
Filed2026-08-07
FYC
2.84%FIRST TR EXCHANGE-TRADED ALP
Shares23.8K
Event2026-06-30
Filed2026-08-07
HYG
3.19%ISHARES TR
Shares36.5K
Event2026-06-30
Filed2026-08-07
VOOV
-0.76%VANGUARD ADMIRAL FDS INC
Shares13.1K
Event2026-06-30
Filed2026-08-07
PG
-2.07%PROCTER & GAMBLE CO
Shares18.9K
Event2026-06-30
Filed2026-08-07
BND
2.64%VANGUARD BD INDEX FDS
Shares36.5K
Event2026-06-30
Filed2026-08-07
GOOGL
16.70%ALPHABET INC
Shares7.4K
Event2026-06-30
Filed2026-08-07
VANGUARD INDEX FDS
-0.34%VANGUARD INDEX FDS
Shares7.0K
Event2026-06-30
Filed2026-08-07
HDV
381.46%ISHARES TR
Shares86.1K
Event2026-06-30
Filed2026-08-07
VOO
2.21%VANGUARD INDEX FDS
Shares3.3K
Event2026-06-30
Filed2026-08-07
DFSV
3.26%DIMENSIONAL ETF TRUST
Shares49.9K
Event2026-06-30
Filed2026-08-07
BUFQ
201.86%FIRST TR EXCHNG TRADED FD VI
Shares48.9K
Event2026-06-30
Filed2026-08-07
BIL
-8.14%SPDR SERIES TRUST
Shares19.6K
Event2026-06-30
Filed2026-08-07
VOOG
500.00%VANGUARD ADMIRAL FDS INC
Shares21.5K
Event2026-06-30
Filed2026-08-07
SHV
-14.20%ISHARES TR
Shares15.8K
Event2026-06-30
Filed2026-08-07
ISHARES TR
-0.58%ISHARES TR
Shares2.2K
Event2026-06-30
Filed2026-08-07
PFF
-0.90%ISHARES TR
Shares54.9K
Event2026-06-30
Filed2026-08-07
IWF
307.46%ISHARES TR
Shares13.1K
Event2026-06-30
Filed2026-08-07
GE
-9.30%GE AEROSPACE
Shares4.3K
Event2026-06-30
Filed2026-08-07
AAPL
-3.79%APPLE INC
Shares5.2K
Event2026-06-30
Filed2026-08-07
FDN
0.78%FIRST TR EXCHANGE-TRADED FD
Shares5.6K
Event2026-06-30
Filed2026-08-07
FXO
0.67%FIRST TR EXCHANGE-TRADED FD
Shares22.7K
Event2026-06-30
Filed2026-08-07
MDYV
0.22%SPDR SERIES TRUST
Shares14.7K
Event2026-06-30
Filed2026-08-07
PAAA
1.45%PGIM ETF TR
Shares24.6K
Event2026-06-30
Filed2026-08-07
GEV
-5.89%GE VERNOVA INC
Shares1.1K
Event2026-06-30
Filed2026-08-07
IJH
2.70%ISHARES TR
Shares15.3K
Event2026-06-30
Filed2026-08-07
FXU
0.65%FIRST TR EXCHANGE-TRADED FD
Shares23.4K
Event2026-06-30
Filed2026-08-07
MSFT
-22.99%MICROSOFT CORP
Shares3.0K
Event2026-06-30
Filed2026-08-07
EPD
0.00%ENTERPRISE PRODS PARTNERS L
Shares30.3K
Event2026-06-30
Filed2026-08-07
VBR
0.00%VANGUARD INDEX FDS
Shares4.5K
Event2026-06-30
Filed2026-08-07
IWM
-4.96%ISHARES TR
Shares3.5K
Event2026-06-30
Filed2026-08-07
ET
0.00%ENERGY TRANSFER L P
Shares52.3K
Event2026-06-30
Filed2026-08-07
FTXR
NewFIRST TR EXCHANGE TRADED FD
Shares19.7K
Event2026-06-30
Filed2026-08-07
FTCS
-0.57%FIRST TR EXCHANGE-TRADED FD
Shares9.5K
Event2026-06-30
Filed2026-08-07
IYF
0.00%ISHARES TR
Shares7.0K
Event2026-06-30
Filed2026-08-07
FITB
-1.41%FIFTH THIRD BANCORP
Shares15.5K
Event2026-06-30
Filed2026-08-07
IJR
2.07%ISHARES TR
Shares5.6K
Event2026-06-30
Filed2026-08-07
LNC
0.00%LINCOLN NATL CORP IND
Shares23.3K
Event2026-06-30
Filed2026-08-07
MU
NewMICRON TECHNOLOGY INC
Shares680
Event2026-06-30
Filed2026-08-07
FBT
0.64%FIRST TR EXCHANGE-TRADED FD
Shares3.1K
Event2026-06-30
Filed2026-08-07
VIG
-0.37%VANGUARD SPECIALIZED FUNDS
Shares3.2K
Event2026-06-30
Filed2026-08-07
ABBVIE INC
19.29%ABBVIE INC
Shares3.0K
Event2026-06-30
Filed2026-08-07
CGGR
0.00%CAPITAL GROUP GROWTH ETF
Shares14.4K
Event2026-06-30
Filed2026-08-07
FEP
0.00%FIRST TR EXCH TRD ALPHDX FD
Shares11.5K
Event2026-06-30
Filed2026-08-07
PWB
0.00%INVESCO EXCHANGE TRADED FD T
Shares3.9K
Event2026-06-30
Filed2026-08-07
BRK.B
1.49%BERKSHIRE HATHAWAY INC DEL
Shares1.2K
Event2026-06-30
Filed2026-08-07
FEX
0.00%FIRST TR EXCHANGE-TRADED ALP
Shares4.3K
Event2026-06-30
Filed2026-08-07
NVDA
-15.82%NVIDIA CORPORATION
Shares3.0K
Event2026-06-30
Filed2026-08-07
FXR
0.00%FIRST TR EXCHANGE-TRADED FD
Shares6.3K
Event2026-06-30
Filed2026-08-07
CINF
0.00%CINCINNATI FINL CORP
Shares2.8K
Event2026-06-30
Filed2026-08-07
JNJ
0.50%JOHNSON & JOHNSON
Shares2.0K
Event2026-06-30
Filed2026-08-07
RIO
40.54%RIO TINTO PLC
Shares5.3K
Event2026-06-30
Filed2026-08-07
QQXT
0.04%FIRST TR EXCHANGE-TRADED FD
Shares5.1K
Event2026-06-30
Filed2026-08-07
IVW
0.00%ISHARES TR
Shares3.6K
Event2026-06-30
Filed2026-08-07
QTEC
0.00%FIRST TR EXCHANGE-TRADED FD
Shares1.4K
Event2026-06-30
Filed2026-08-07
IYM
0.00%ISHARES TR
Shares2.6K
Event2026-06-30
Filed2026-08-07
VONG
9.46%VANGUARD SCOTTSDALE FDS
Shares3.6K
Event2026-06-30
Filed2026-08-07
FXL
0.00%FIRST TR EXCHANGE-TRADED FD
Shares2.0K
Event2026-06-30
Filed2026-08-07
CGUS
0.00%CAPITAL GROUP CORE EQUITY ET
Shares9.9K
Event2026-06-30
Filed2026-08-07
RTX CORPORATION
-16.99%RTX CORPORATION
Shares2.2K
Event2026-06-30
Filed2026-08-07
FAB
0.00%FIRST TR EXCHANGE-TRADED ALP
Shares4.1K
Event2026-06-30
Filed2026-08-07
CGDV
0.00%CAPITAL GROUP DIVIDEND VALUE
Shares8.3K
Event2026-06-30
Filed2026-08-07
FHN
-1.16%FIRST HORIZON CORPORATION
Shares15.8K
Event2026-06-30
Filed2026-08-07
AMZN
-34.88%AMAZON COM INC
Shares1.6K
Event2026-06-30
Filed2026-08-07
BROADCOM INC
-55.59%BROADCOM INC
Shares1.0K
Event2026-06-30
Filed2026-08-07
SNDK
NewSANDISK CORP
Shares162
Event2026-06-30
Filed2026-08-07
DGRO
0.00%ISHARES TR
Shares4.8K
Event2026-06-30
Filed2026-08-07
COPX
0.00%GLOBAL X FDS
Shares4.6K
Event2026-06-30
Filed2026-08-07
LLY
-29.43%ELI LILLY & CO
Shares295
Event2026-06-30
Filed2026-08-07
FLXR
1.13%TCW ETF TRUST
Shares8.9K
Event2026-06-30
Filed2026-08-07
VANGUARD SCOTTSDALE FDS
0.00%VANGUARD SCOTTSDALE FDS
Shares2.7K
Event2026-06-30
Filed2026-08-07
VIS
0.00%VANGUARD WORLD FD
Shares902
Event2026-06-30
Filed2026-08-07
MPLX
37.04%MPLX LP
Shares5.5K
Event2026-06-30
Filed2026-08-07
IWO
0.00%ISHARES TR
Shares784
Event2026-06-30
Filed2026-08-07
ISHARES TR
0.00%ISHARES TR
Shares3.0K
Event2026-06-30
Filed2026-08-07
XLK
0.00%SELECT SECTOR SPDR TR
Shares1.6K
Event2026-06-30
Filed2026-08-07
IWP
-9.80%ISHARES TR
Shares2.0K
Event2026-06-30
Filed2026-08-07
GOOG
-45.08%ALPHABET INC
Shares826
Event2026-06-30
Filed2026-08-07
VGT
700.00%VANGUARD WORLD FD
Shares2.4K
Event2026-06-30
Filed2026-08-07
DUK
NewDUKE ENERGY CORP NEW
Shares2.3K
Event2026-06-30
Filed2026-08-07
AFL
0.00%AFLAC INC
Shares2.4K
Event2026-06-30
Filed2026-08-07
WFC
-8.55%WELLS FARGO & CO
Shares3.4K
Event2026-06-30
Filed2026-08-07
SGOV
39.00%ISHARES TR
Shares2.8K
Event2026-06-30
Filed2026-08-07
TTE
0.00%TOTALENERGIES SE
Shares3.6K
Event2026-06-30
Filed2026-08-07
UPS
0.00%UNITED PARCEL SVCS INC
Shares2.5K
Event2026-06-30
Filed2026-08-07
SPLV
0.00%INVESCO EXCH TRADED FD TR II
Shares3.5K
Event2026-06-30
Filed2026-08-07
MFC
0.00%MANULIFE FINL CORP
Shares6.4K
Event2026-06-30
Filed2026-08-07
JPMORGAN CHASE & CO
-24.49%JPMORGAN CHASE & CO
Shares783
Event2026-06-30
Filed2026-08-07
STATE STR SPDR S&P 500 ETF T
0.00%STATE STR SPDR S&P 500 ETF T
Shares340
Event2026-06-30
Filed2026-08-07
IJT
0.00%ISHARES TR
Shares1.4K
Event2026-06-30
Filed2026-08-07
MRK
-2.87%MERCK & CO INC
Shares1.9K
Event2026-06-30
Filed2026-08-07
JSMD
NewJANUS DETROIT STR TR
Shares2.3K
Event2026-06-30
Filed2026-08-07
ELV
NewELEVANCE HEALTH INC FORMERLY
Shares605
Event2026-06-30
Filed2026-08-07
VO
300.00%VANGUARD INDEX FDS
Shares2.8K
Event2026-06-30
Filed2026-08-07
IYJ
0.00%ISHARES TR
Shares1.4K
Event2026-06-30
Filed2026-08-07
FXN
0.00%FIRST TR EXCHANGE-TRADED FD
Shares11.0K
Event2026-06-30
Filed2026-08-07
ISHARES TR
0.00%ISHARES TR
Shares2.2K
Event2026-06-30
Filed2026-08-07
UNP
-12.94%UNION PAC CORP
Shares794
Event2026-06-30
Filed2026-08-07
CISCO SYS INC
NewCISCO SYS INC
Shares1.8K
Event2026-06-30
Filed2026-08-07
USFR
0.52%WISDOMTREE TR
Shares4.3K
Event2026-06-30
Filed2026-08-07
SOUTHSTATE BK CORP
NewSOUTHSTATE BK CORP
Shares2.1K
Event2026-06-30
Filed2026-08-07
IWR
NewISHARES TR
Shares1.9K
Event2026-06-30
Filed2026-08-07
VB
NewVANGUARD INDEX FDS
Shares698
Event2026-06-30
Filed2026-08-07
C
NewCITIGROUP INC
Shares1.4K
Event2026-06-30
Filed2026-08-07
DVY
NewISHARES TR
Shares1.3K
Event2026-06-30
Filed2026-08-07
VG
-49.97%VENTURE GLOBAL INC
Shares15.5K
Event2026-06-30
Filed2026-08-07
JBS
NewJBS N.V.
Shares11.2K
Event2026-06-30
Filed2026-08-07
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available