HFG Wealth Management, LLC Portfolio Holdings
Q3 2025•57 long positions•$188.2M portfolio value
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Holding59 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $21.5M 11.45% | +$923.4K Bought | — 562.4K shares | 538.3K → 562.4K +$923.4K | +4.48% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $14.7M 7.8% | +$144.4K Bought | — 487.9K shares | 483.1K → 487.9K +$144.4K | +0.99% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $13.8M 7.33% | +$598.3K Bought | — 416.2K shares | 398.2K → 416.2K +$598.3K | +4.53% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $11.8M 6.27% | -$552.7K Sold | — 331.0K shares | 346.5K → 331.0K −$552.7K | -4.48% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.8M 6.27% | -$260.6K Sold | — 455.3K shares | 465.3K → 455.3K −$260.6K | -2.16% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $10.7M 5.68% | -$622.5K Sold | — 446.6K shares | 472.6K → 446.6K −$622.5K | -5.5% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $9.5M 5.07% | +$570.1K Bought | — 287.5K shares | 270.3K → 287.5K +$570.1K | +6.35% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $9.5M 5.06% | +$961.1K Bought | — 132.6K shares | 119.2K → 132.6K +$961.1K | +11.22% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $7.5M 3.99% | -$1.4M Sold | — 148.4K shares | 175.3K → 148.4K −$1.4M | -15.35% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $6.2M 3.3% | -$234.1K Sold | — 185.7K shares | 192.7K → 185.7K −$234.1K | -3.63% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.2M 3.29% | +$659.8K Bought | — 171.9K shares | 153.6K → 171.9K +$659.8K | +11.92% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $5.7M 3.03% | -$631.8K Sold | — 124.6K shares | 138.4K → 124.6K −$631.8K | -9.98% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.7M 2.5% | -$151.3K Sold | — 109.9K shares | 113.4K → 109.9K −$151.3K | -3.12% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.4M 2.33% | -$229.3K Sold | — 124.6K shares | 131.1K → 124.6K −$229.3K | -4.97% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $4.1M 2.15% | -$345.0K Sold | — 45.1K shares | 49.0K → 45.1K −$345.0K | -7.85% | — — | Q1 2024 Held for 1y 8m | |
Oil & Gas Integrated Energy | $3.6M 1.94% | -$135.3K Sold | 0.001% 32.3K shares | 33.5K → 32.3K −$135.3K | -3.58% | $480.68B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.7M 1.44% | +$2.7M Bought | — 8.9K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.7M 1.43% | -$177.5K Sold | — 93.0K shares | 99.2K → 93.0K −$177.5K | -6.19% | — — | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $2.5M 1.35% | +$15.5K Bought | 0.0% 10.0K shares | 9.9K → 10.0K +$15.5K | +0.61% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.4M 1.3% | -$139.9K Sold | — 63.5K shares | 67.1K → 63.5K −$139.9K | -5.4% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.4M 1.28% | -$176.1K Sold | — 66.5K shares | 71.3K → 66.5K −$176.1K | -6.79% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.3M 1.22% | -$82.6K Sold | — 45.2K shares | 46.9K → 45.2K −$82.6K | -3.48% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.0M 1.06% | +$1.3M Bought | — 3.0K shares | 1.1K → 3.0K +$1.3M | +172.79% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.9M 1.04% | +$9.2K Bought | — 40.2K shares | 40.1K → 40.2K +$9.2K | +0.47% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.7M 0.929% | +$157.6K Bought | — 72.4K shares | 65.8K → 72.4K +$157.6K | +9.91% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.7M 0.896% | -$19.1K Sold | — 53.5K shares | 54.1K → 53.5K −$19.1K | -1.12% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.6M 0.838% | +$1.6M Bought | — 24.8K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.5M 0.82% | +$21.4K Bought | — 32.9K shares | 32.4K → 32.9K +$21.4K | +1.41% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.3M 0.696% | +$1.3M Bought | — 36.8K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.1M 0.571% | +$1.8K Bought | — 1.8K shares | 1.8K → 1.8K +$1.8K | +0.17% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $966.2K 0.513% | +$74.1K Bought | — 29.5K shares | 27.2K → 29.5K +$74.1K | +8.31% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $927.0K 0.493% | +$171.4K Bought | — 21.5K shares | 17.5K → 21.5K +$171.4K | +22.68% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $913.0K 0.485% | +$913.0K Bought | — 12.4K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $890.3K 0.473% | -$51.8K Sold | — 1.9K shares | 2.0K → 1.9K −$51.8K | -5.5% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $878.1K 0.467% | +$51.3K Bought | — 38.0K shares | 35.8K → 38.0K +$51.3K | +6.2% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $872.7K 0.464% | +$85.9K Bought | — 10.5K shares | 9.5K → 10.5K +$85.9K | +10.91% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $699.3K 0.372% | +$50.5K Bought | — 7.0K shares | 6.5K → 7.0K +$50.5K | +7.79% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $685.6K 0.364% | -$31.4K Sold | — 14.2K shares | 14.9K → 14.2K −$31.4K | -4.38% | — — | Q4 2023 Held for 1y 11m | |
REIT - Industrial Real Estate | $633.3K 0.337% | -$28.5K Sold | 0.001% 5.5K shares | 5.8K → 5.5K −$28.5K | -4.31% | $106.28B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $626.3K 0.333% | +$626.3K Bought | — 2.6K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $618.1K 0.328% | +$618.1K Bought | — 3.2K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $586.9K 0.312% | -$61.2K Sold | — 12.6K shares | 13.9K → 12.6K −$61.2K | -9.45% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $571.2K 0.304% | +$571.2K Bought | — 7.3K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $449.9K 0.239% | -$11.3K Sold | — 10.7K shares | 10.9K → 10.7K −$11.3K | -2.45% | — — | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $400.1K 0.213% | +$7.7K Bought | 0.0% 1.8K shares | 1.8K → 1.8K +$7.7K | +1.96% | $2.34T Mega Cap | Q4 2023 Held for 1y 11m | |
Home Improvement Consumer Cyclical | $397.9K 0.211% | +$397.9K Bought | 0.0% 1.1K shares | — | — | $403.32B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $396.5K 0.211% | +$2.9K Bought | — 11.2K shares | 11.2K → 11.2K +$2.9K | +0.74% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $395.6K 0.21% | — | — 1.1K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $346.2K 0.184% | -$884.8K Sold | — 7.9K shares | 28.0K → 7.9K −$884.8K | -71.88% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $338.7K 0.18% | -$1.1M Sold | — 8.4K shares | 35.8K → 8.4K −$1.1M | -76.42% | — — | Q2 2024 Held for 1y 5m |
