$87.6 Million is the total value of HFG Advisors, Inc.'s 88 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PSLV | Exit | SPROTT PHYSICALtr unit | $0 | – | -10,075 | -100.0% | -0.09% | – |
| HD | Exit | HOME DEPOT | $0 | – | -493 | -100.0% | -0.23% | – |
| IYW | Exit | ISHARES TECHNOLOGYu.s. tech etf | $0 | – | -1,816 | -100.0% | -0.24% | – |
| FXH | Exit | FIRST TRUSThlth care alph | $0 | – | -2,390 | -100.0% | -0.33% | – |
| C | Exit | CITIGROUP INC | $0 | – | -5,156 | -100.0% | -0.35% | – |
| RILY | Exit | B RILEY | $0 | – | -3,705 | -100.0% | -0.37% | – |
| AMAT | Exit | APPLIED MATERIALS | $0 | – | -3,110 | -100.0% | -0.55% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -3,442 | -100.0% | -0.71% | – |
| FB | Exit | META PLATFORMScl a | $0 | – | -3,638 | -100.0% | -1.38% | – |
| TIP | Exit | ISHARES TIPStips bd etf | $0 | – | -14,553 | -100.0% | -2.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 8 | Q3 2023 | 11.5% |
| FIRST TRUST | 8 | Q3 2023 | 8.2% |
| FIRST TRUST | 8 | Q3 2023 | 5.9% |
| ISHARES TR | 8 | Q3 2023 | 4.5% |
| VANGUARD SMALL | 8 | Q3 2023 | 4.6% |
| VANGUARD MID | 8 | Q3 2023 | 3.7% |
| VANGUARD MID | 8 | Q3 2023 | 3.7% |
| PROCTER & GAMBLE | 8 | Q3 2023 | 3.5% |
| FIRST TRUST LRGCP GWT ALPHAD | 8 | Q3 2023 | 2.6% |
| ISHARES TR | 8 | Q3 2023 | 2.6% |
View HFG Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-02-14 |
View HFG Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.