$74.1 Million is the total value of HFG Advisors, Inc.'s 82 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FTXG | New | FIRST TR EXCHANGE-TRADED FDnasdq fod bvrg | $871,000 | – | 33,954 | +100.0% | 1.18% | – |
| FXN | New | FIRST TR EXCHANGE TRADED FDenergy alphadx | $754,000 | – | 51,098 | +100.0% | 1.02% | – |
| FTXN | New | FIRST TR EXCHANGE-TRADED FDnasdq oil gas | $739,000 | – | 31,572 | +100.0% | 1.00% | – |
| FXR | New | FIRST TR EXCHANGE TRADED FDindls prod dur | $705,000 | – | 14,648 | +100.0% | 0.95% | – |
| MDYV | New | SPDR SER TRs&p 400 mdcp val | $675,000 | – | 11,159 | +100.0% | 0.91% | – |
| SU | New | SUNCOR ENERGY INC NEW | $210,000 | – | 6,000 | +100.0% | 0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-15
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.