HFG Advisors, Inc.

RIA/Wealth

HFG Advisors, Inc. is a RIA/Wealth based in Kennewick, WA led by William Ting Hsiang Wang, reporting $221.4M in AUM as of Q3 2025 with 78% ETF concentration and minimal technology exposure.

PresidentWilliam Ting Hsiang Wang

Portfolio Value: $135.6M
Positions: 105
Top Holding: QQQ at 9.31%
Last Reported: Q3 2025

Address8131 W. Grandridge Blvd, Suite 1, Kennewick, WA, 99336, United States

Top Holdings

Largest long holdings in HFG Advisors, Inc.'s portfolio (44.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Invesco QQQ Trust QQQ	ETF ETF	$12.6M	9.31%	-$31.8K Sold	— 21.0K shares	Q4 2021 Held for 3y 11m
2 First Trust Dorsey Wright Focus 5 FV	ETF ETF	$8.7M	6.44%	-$100.9K Sold	— 141.0K shares	Q4 2021 Held for 3y 11m
3 First Trust Rising Dividend Achievers RDVY	ETF ETF	$6.8M	4.99%	+$126.2K Bought	— 100.6K shares	Q1 2022 Held for 3y 8m
4 Vanguard Mid-Cap Growth VOT	Unknown Unknown	$6.3M	4.65%	+$29.7K Bought	— 21.5K shares	Q4 2022 Held for 2y 11m
5 Vanguard Mid-Cap Value VOE	ETF ETF	$5.7M	4.18%	+$53.2K Bought	— 32.4K shares	Q4 2021 Held for 3y 11m
6 First Trust Morningstar Dividend Leaders Index Fund FDL	ETF ETF	$5.3M	3.93%	+$11.5K Bought	— 122.7K shares	Q4 2021 Held for 3y 11m
7 iShares Russell 1000 IWB	ETF ETF	$4.1M	3.05%	-$2.9K Sold	— 11.3K shares	Q4 2021 Held for 3y 11m
8 Procter & Gamble PG	Household & Personal Products Consumer Defensive	$4.1M	3.04%	+$194.4K Bought	0.00% 26.9K shares	Q4 2021 Held for 3y 11m
9 First Trust Large Cap Growth AlphaDEX Fund FTC	ETF ETF	$3.1M	2.32%	+$26.2K Bought	— 19.6K shares	Q4 2021 Held for 3y 11m
10 T. Rowe Price Capital Appreciation Equity ETF TCAF	ETF ETF	$2.9M	2.15%	+$82.3K Bought	— 77.5K shares	Q1 2024 Held for 1y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in HFG Advisors, Inc.'s latest filing

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Market Value

$135.6M

Prior: $126.2M

Q/Q Change

+7.4%

+$9.3M

Net Flows % of MV

+0.39%

Turnover Ratio

3.23%

New Purchases

6 stocks

$1.7M

Added To

42 stocks

+$2.2M

Sold Out Of

5 stocks

$1.6M

Reduced Holdings

21 stocks

-$1.7M

Increased Positions

Position	Shares Δ	Change
1 FLXR TCW Flexible Income FLXR	New	0 → 10.9K +$434.6K
2 Taiwan Semiconductor Manufacturing Company TSM	New	0 → 1.4K +$388.8K
3 Cheniere Energy LNG	New	0 → 992.0 +$233.1K
4 Technology Select Sector SPDR Fund XLK	New	0 → 757.0 +$213.4K
5 Brookfield BN	New	0 → 3.1K +$211.4K

Decreased Positions

Position	Shares Δ	Change
1 Micron Technology MU	Sold	6.9K → 0 −$847.7K
2 Cisco Systems, Inc. CSCO	Sold	3.1K → 0 −$212.4K
3 American International Group AIG	Sold	2.4K → 0 −$204.3K
4 Manulife Financial MFC	Sold	6.4K → 0 −$203.5K
5 EFT Eaton Vance Floating-Rate Income Trust EFT	Sold	10.1K → 0 −$125.7K

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Analytics

Portfolio insights and performance metrics for HFG Advisors, Inc.

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Sector Allocation

ETF

77.60%

Financial Services

5.10%

Consumer Defensive

3.20%

Technology

2.20%

Energy

2.00%

Industrials

1.40%

Healthcare

1.00%

Communication Services

0.70%

Utilities

0.50%

Consumer Cyclical

0.20%

Real Estate

0.10%

Market Cap Distribution

Mega Cap (> $200B)

8.85%

Large Cap ($10B - $200B)

5.98%

Mid Cap ($2B - $10B)

1.17%

Small Cap ($300M - $2B)

0.15%

N/A (ETF or Unknown)

83.84%

Portfolio Concentration

Top 10 Holdings %

44.05%

Top 20 Holdings %

61.54%

Top 50 Holdings %

87.11%

Top 100 Holdings %

99.32%