Hfg Advisors, Inc. Portfolio Holdings

Hfg Advisors, Inc.

  • $130 Million
  • Q3 2025

Hfg Advisors, Inc. has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $130 Million distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $12.6M, First Trust Dorsey Wright Focu with a value of $8.73M, First Trust Rising Dividend Ac with a value of $6.77M, Vanguard Mid Cap Growth Index with a value of $6.3M, and Vanguard Mid Cap Value Index F with a value of $5.66M.

Examining the 13F form we can see an increase of $7.94M in the current position value, from $122M to 130M.

Below you can find more details about Hfg Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $130 Million
ETFs: $108 Million
Financial Services: $6.71 Million
Consumer Defensive: $4.33 Million
Technology: $2.95 Million
Energy: $2.9 Million
Industrials: $1.88 Million
Healthcare: $1.1 Million
Communication Services: $924,000
Other: $398,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$346B
$4.13 Million 3.19% of portfolio
26,869
Q3 2025 Added 4.94%
$328B
$1.29 Million 1.0% of portfolio
4,302
Q3 2025 Added 0.44%
$52.5B
$1.19 Million 0.92% of portfolio
69,452
Q3 2025 Added 15.56%
$4.3T
$1.09 Million 0.84% of portfolio
4,266
Q3 2025 Added 0.76%
$67.6B
$1.04 Million 0.8% of portfolio
21,517
Q3 2025 Added 0.13%
$70.2B
$1.04 Million 0.8% of portfolio
33,335
Q3 2025 Added 6.08%
$1.65T
$924,000 0.71% of portfolio
3,802
Q3 2025 Added 65.52%
$6.99B
$911,000 0.7% of portfolio
22,607
Q3 2025 Added 4.48%
$3.78T
$884,000 0.68% of portfolio
1,708
Q3 2025 Added 3.02%
$26.1B
$782,000 0.6% of portfolio
4,949
Q2 2025 Added 123.63%
$29.2B
$690,000 0.53% of portfolio
15,497
Q2 2025 Added 4.68%
$662B
$509,000 0.39% of portfolio
1,014
Q3 2025 Added 0.2%
$13.7B
$465,000 0.36% of portfolio
10,967
Q2 2025 Added 24.0%
$317B
$396,000 0.31% of portfolio
4,729
Q3 2025 Added 17.11%
$1.46T
$388,000 0.3% of portfolio
1,392
Q3 2025 New
$258B
$348,000 0.27% of portfolio
2,083
Q3 2025 Added 29.14%
$2.39T
$326,000 0.25% of portfolio
1,487
Q3 2025 New
$881B
$326,000 0.25% of portfolio
1,034
Q3 2025 Added 18.71%
$2.21B
$315,000 0.24% of portfolio
12,500
Q2 2025 New
$465B
$273,000 0.21% of portfolio
1,465
Q3 2025 Added 13.48%
$57.9B
$266,000 0.21% of portfolio
1,243
Q2 2025 New
$413B
$273,000 0.21% of portfolio
5,308
Q3 2025 Added 1.82%
$72.3B
$272,000 0.21% of portfolio
2,438
Q4 2023 Reduced 66.66%
$522B
$243,000 0.19% of portfolio
1,314
Q3 2025 New
$3.83B
$250,000 0.19% of portfolio
6,560
Q2 2025 Reduced 4.89%
$53.8B
$233,000 0.18% of portfolio
992
Q3 2025 New
$971B
$227,000 0.18% of portfolio
298
Q3 2025 Added 0.68%
$132B
$239,000 0.18% of portfolio
1,138
Q1 2024 Reduced 7.78%
$715M
$232,000 0.18% of portfolio
9,298
Q3 2025 New
$512B
$218,000 0.17% of portfolio
385
Q3 2025 Added 1.32%
$204B
$204,000 0.16% of portfolio
1,454
Q3 2025 New
$103B
$209,000 0.16% of portfolio
2,773
Q3 2025 New
$78.2B
$210,000 0.16% of portfolio
652
Q3 2025 Added 0.46%
$414B
$213,000 0.16% of portfolio
920
Q3 2025 New
$53.5B
$202,000 0.16% of portfolio
4,050
Q2 2025 New
$5.08B
$72,000 0.06% of portfolio
10,000
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $130 Million
  • Prior Value $122 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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