$72 Million is the total value of HFG Advisors, Inc.'s 81 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ARLP | New | ALLIANCE RESOURCE PARTNERS Lut ltd part | $301,000 | – | 13,150 | +100.0% | 0.42% | – |
EQT | New | EQT CORP | $285,000 | – | 7,000 | +100.0% | 0.40% | – |
SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $238,000 | – | 3,590 | +100.0% | 0.33% | – |
E | New | ENI S P Asponsored adr | $211,000 | – | 10,000 | +100.0% | 0.29% | – |
FFBC | New | FIRST FINL BANCORP OH | $209,000 | – | 9,900 | +100.0% | 0.29% | – |
MRK | New | MERCK & CO INC | $204,000 | – | 2,363 | +100.0% | 0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-17
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.