HFG Advisors, Inc. Portfolio Holdings
Q3 2025•105 long positions•$135.6M portfolio value
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Holding110 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $12.6M 9.31% | -$31.8K Sold | — 21.0K shares | 21.1K → 21.0K −$31.8K | -0.25% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $8.7M 6.44% | -$100.9K Sold | — 141.0K shares | 142.6K → 141.0K −$100.9K | -1.14% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $6.8M 4.99% | +$126.2K Bought | — 100.6K shares | 98.8K → 100.6K +$126.2K | +1.9% | — — | Q1 2022 Held for 3y 8m | |
Unknown Unknown | $6.3M 4.65% | +$29.7K Bought | — 21.5K shares | 21.4K → 21.5K +$29.7K | +0.47% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.7M 4.18% | +$53.2K Bought | — 32.4K shares | 32.1K → 32.4K +$53.2K | +0.95% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.3M 3.93% | +$11.5K Bought | — 122.7K shares | 122.4K → 122.7K +$11.5K | +0.22% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.1M 3.05% | -$2.9K Sold | — 11.3K shares | 11.3K → 11.3K −$2.9K | -0.07% | — — | Q4 2021 Held for 3y 11m | |
Household & Personal Products Consumer Defensive | $4.1M 3.04% | +$194.4K Bought | 0.001% 26.9K shares | 25.6K → 26.9K +$194.4K | +4.94% | $359.62B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.1M 2.32% | +$26.2K Bought | — 19.6K shares | 19.4K → 19.6K +$26.2K | +0.84% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.9M 2.15% | +$82.3K Bought | — 77.5K shares | 75.3K → 77.5K +$82.3K | +2.9% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.8M 2.09% | +$59.5K Bought | — 53.2K shares | 52.1K → 53.2K +$59.5K | +2.14% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.6M 1.9% | +$106.0K Bought | — 31.8K shares | 30.4K → 31.8K +$106.0K | +4.29% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.5M 1.88% | +$48.9K Bought | — 12.8K shares | 12.5K → 12.8K +$48.9K | +1.96% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.5M 1.85% | +$61.1K Bought | — 26.9K shares | 26.3K → 26.9K +$61.1K | +2.49% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.4M 1.8% | -$570.9K Sold | — 22.1K shares | 27.3K → 22.1K −$570.9K | -18.95% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.4M 1.76% | -$17.1K Sold | — 7.3K shares | 7.3K → 7.3K −$17.1K | -0.71% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.4M 1.73% | +$91.5K Bought | — 31.6K shares | 30.4K → 31.6K +$91.5K | +4.05% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.1M 1.57% | +$23.5K Bought | — 17.4K shares | 17.2K → 17.4K +$23.5K | +1.12% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.0M 1.49% | +$31.8K Bought | — 22.3K shares | 21.9K → 22.3K +$31.8K | +1.6% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.9M 1.41% | -$86.3K Sold | — 3.1K shares | 3.3K → 3.1K −$86.3K | -4.33% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.9M 1.4% | -$95.3K Sold | — 59.9K shares | 63.0K → 59.9K −$95.3K | -4.79% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.9M 1.38% | -$1.2K Sold | — 19.9K shares | 20.0K → 19.9K −$1.2K | -0.07% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.7M 1.28% | -$561.6K Sold | — 19.0K shares | 25.1K → 19.0K −$561.6K | -24.38% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.6M 1.15% | — | — 3.6K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.5M 1.13% | +$19.4K Bought | — 2.3K shares | 2.3K → 2.3K +$19.4K | +1.28% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.5M 1.12% | +$3.4K Bought | — 5.4K shares | 5.4K → 5.4K +$3.4K | +0.22% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.4M 1.06% | +$33.4K Bought | — 44.9K shares | 43.9K → 44.9K +$33.4K | +2.39% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.4M 1.04% | — | — 3.0K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.4M 1.03% | +$177.6K Bought | — 26.2K shares | 22.9K → 26.2K +$177.6K | +14.59% | — — | Q1 2024 Held for 1y 8m | |
Aerospace & Defense Industrials | $1.3M 0.954% | +$5.7K Bought | 0.0% 4.3K shares | 4.3K → 4.3K +$5.7K | +0.44% | $319.00B Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.3M 0.934% | +$3.9K Bought | — 21.3K shares | 21.3K → 21.3K +$3.9K | +0.31% | — — | Q4 2024 Held for 11 months | |
Oil & Gas Midstream Energy | $1.2M 0.879% | +$160.5K Bought | 0.002% 69.5K shares | 60.1K → 69.5K +$160.5K | +15.56% | $58.9B Large Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.1M 0.847% | +$312.2 Bought | — 14.7K shares | 14.7K → 14.7K +$312.2 | +0.03% | — — | Q2 2022 Held for 3y 5m | |
Consumer Electronics Technology | $1.1M 0.801% | +$8.1K Bought | 0.0% 4.3K shares | 4.2K → 4.3K +$8.1K | +0.76% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.1M 0.791% | -$1.4K Sold | — 12.9K shares | 12.9K → 12.9K −$1.4K | -0.13% | — — | Q2 2022 Held for 3y 5m | |
Oil & Gas Midstream Energy | $1.0M 0.769% | +$59.7K Bought | 0.002% 33.3K shares | 31.4K → 33.3K +$59.7K | +6.08% | $67.7B Large Cap | Q1 2022 Held for 3y 8m | |
Banks - Regional Financial Services | $1.0M 0.767% | +$1.4K Bought | 0.001% 21.5K shares | 21.5K → 21.5K +$1.4K | +0.13% | $75.2B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $1.0M 0.74% | +$46.1K Bought | — 4.8K shares | 4.6K → 4.8K +$46.1K | +4.82% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $999.4K 0.737% | -$5.8K Sold | — 4.1K shares | 4.2K → 4.1K −$5.8K | -0.58% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $973.0K 0.718% | -$16.3K Sold | — 14.9K shares | 15.2K → 14.9K −$16.3K | -1.65% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $956.7K 0.706% | +$4.2K Bought | — 21.1K shares | 21.0K → 21.1K +$4.2K | +0.44% | — — | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $924.3K 0.682% | +$365.9K Bought | 0.0% 3.8K shares | 2.3K → 3.8K +$365.9K | +65.52% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
Insurance - Life Financial Services | $911.7K 0.672% | +$39.1K Bought | 0.012% 22.6K shares | 21.6K → 22.6K +$39.1K | +4.48% | $7.6B Mid Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $884.7K 0.652% | +$25.9K Bought | 0.0% 1.7K shares | 1.7K → 1.7K +$25.9K | +3.02% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $884.1K 0.652% | -$82.3K Sold | — 7.0K shares | 7.6K → 7.0K −$82.3K | -8.52% | — — | Q4 2021 Held for 3y 11m | |
Insurance - Property & Casualty Financial Services | $782.4K 0.577% | — | 0.003% 4.9K shares | — | — | $24.7B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $761.4K 0.562% | +$16.4K Bought | — 7.7K shares | 7.5K → 7.7K +$16.4K | +2.2% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $706.8K 0.521% | -$8.2K Sold | — 5.9K shares | 6.0K → 5.9K −$8.2K | -1.15% | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $703.5K 0.519% | -$9.7K Sold | — 3.3K shares | 3.3K → 3.3K −$9.7K | -1.36% | — — | Q4 2022 Held for 2y 11m | |
Banks - Regional Financial Services | $690.4K 0.509% | — | 0.002% 15.5K shares | — | — | $29.5B Large Cap | Q4 2021 Held for 3y 11m |
