MondegarAI
HFG Advisors, Inc.

Q4 2024 · 13F-HR

HFG Advisors, Inc.holdings as filed

Filed 2025-01-24 · accession 0001951757-25-000125

$114.4M
Reported value
93
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46090E103QQQINVESCO QQQ TR$11.1M9.70%21,692CommonNONE
33738R605FVFIRST TR EXCHANGE-TRADED FD$8.6M7.48%144,840CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$6.1M5.35%103,448CommonNONE
922908538VOTVANGUARD INDEX FDS$5.3M4.60%20,748CommonNONE
922908512VOEVANGUARD INDEX FDS$5.1M4.47%31,581CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$4.7M4.15%117,803CommonNONE
464287622IWBISHARES TR$3.8M3.32%11,803CommonNONE
33735K108FTCFIRST TRUST LRGCP GWT ALPHAD$2.9M2.54%21,028CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.9M2.54%17,296CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$2.5M2.16%74,198CommonNONE
922908769VTIVANGUARD INDEX FDS$2.3M2.03%8,030CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$2.1M1.86%11,561CommonNONE
464288513HYGISHARES TR$2.1M1.81%26,390CommonNONE
464287234EEMISHARES TR$2.0M1.71%46,893CommonNONE
464288687PFFISHARES TR$1.9M1.66%60,377CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.9M1.65%26,315CommonNONE
464287465EFAISHARES TR$1.9M1.63%24,669CommonNONE
46429B663HDVISHARES TR$1.9M1.63%16,583CommonNONE
78468R663BILSPDR SER TR$1.8M1.58%19,773CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$1.8M1.55%20,213CommonNONE
922908363VOOVANGUARD INDEX FDS$1.7M1.46%3,094CommonNONE
33737M300FYCFIRST TR EXCHANGE-TRADED ALP$1.6M1.37%20,278CommonNONE
464287200IVVISHARES TR$1.5M1.33%2,581CommonNONE
464288679SHVISHARES TR$1.3M1.17%12,171CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$1.3M1.17%5,502CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$1.3M1.14%3,556CommonNONE
594918104MSFTMICROSOFT CORP$1.3M1.10%2,995CommonNONE
464287614IWFISHARES TR$1.2M1.05%3,001CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$1.2M1.04%38,744CommonNONE
33734X135FXOFIRST TR EXCHANGE TRADED FD$1.2M1.02%21,563CommonNONE
33734X150FXRFIRST TR EXCHANGE TRADED FD$1.2M1.01%15,455CommonNONE
29273V100ETENERGY TRANSFER L P$1.1M0.97%56,695CommonNONE
037833100AAPLAPPLE INC$1.1M0.94%4,281CommonNONE
78464A839MDYVSPDR SER TR$1.0M0.92%13,073CommonNONE
337345102QTECFIRST TR NASDAQ 100 TECH IND$1.0M0.91%5,506CommonNONE
33734X101FXDFIRST TR EXCHANGE TRADED FD$979,5220.86%15,156CommonNONE
464287655IWMISHARES TR$965,6150.84%4,370CommonNONE
464287507IJHISHARES TR$944,6210.83%15,160CommonNONE
922908611VBRVANGUARD INDEX FDS$937,1560.82%4,729CommonNONE
464287788IYFISHARES TR$843,8370.74%7,631CommonNONE
369604301GEGE AEROSPACE$819,4390.72%4,913CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$737,1170.64%23,505CommonNONE
464287804IJRISHARES TR$693,2780.61%6,017CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$654,2660.57%3,341CommonNONE
316773100FITBFIFTH THIRD BANCORP$625,9130.55%14,804CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$599,4770.52%2,727CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$599,4400.52%16,127CommonNONE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$595,8400.52%5,713CommonNONE
092528603BINCBLACKROCK ETF TRUST II$554,8450.49%10,666CommonNONE
75513E101RTXRTX CORPORATION$471,4430.41%4,074CommonNONE
464287481IWPISHARES TR$415,9950.36%3,282CommonNONE
46137V746PWBINVESCO EXCHANGE TRADED FD T$391,6910.34%3,850CommonNONE
464287309IVWISHARES TR$387,2360.34%3,814CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$382,5690.33%844CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$378,2940.33%10,818CommonNONE
33737J117FEPFIRST TR EXCH TRD ALPHDX FD$357,2860.31%9,976CommonNONE
464287838IYMISHARES TR$355,4890.31%2,736CommonNONE
36828A101GEVGE VERNOVA INC$346,6930.30%1,054CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$340,6840.30%3,298CommonNONE
02079K305GOOGLALPHABET INC$339,4160.30%1,793CommonNONE
33733C108FABFIRST TR MULTI CP VAL ALPHA$337,7560.30%4,095CommonNONE
172062101CINFCINCINNATI FINL CORP$318,0080.28%2,213CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$302,4480.26%2,036CommonNONE
680223104ORIOLD REP INTL CORP$296,9390.26%8,205CommonNONE
02072L680STRVEA SERIES TRUST$294,4570.26%7,790CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$294,2360.26%10,770CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$294,0680.26%8,340CommonNONE
46434V621DGROISHARES TR$284,9860.25%4,646CommonNONE
33738R845FTXNFIRST TR EXCHANGE-TRADED FD$279,8790.24%9,735CommonNONE
534187109LNCLINCOLN NATL CORP IND$265,0960.23%8,360CommonNONE
438516106HONHONEYWELL INTL INC$257,0630.22%1,138CommonNONE
001055102AFLAFLAC INC$252,1870.22%2,438CommonNONE
92204A603VISVANGUARD WORLD FD$249,3030.22%980CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$245,9260.22%2,753CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$245,0000.21%3,500CommonNONE
G3223R108EGEVEREST GROUP LTD$244,6610.21%675CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$244,2700.21%1,394CommonNONE
58933Y105MRKMERCK & CO INC$242,4310.21%2,437CommonNONE
036752103ELVELEVANCE HEALTH INC$237,6640.21%644CommonNONE
33734X127FXNFIRST TR EXCHANGE TRADED FD$232,6830.20%14,240CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$232,1150.20%2,969CommonNONE
670100205NVONOVO-NORDISK A S$228,8130.20%2,660CommonNONE
532457108LLYELI LILLY & CO$228,5120.20%296CommonNONE
464287648IWOISHARES TR$225,6510.20%784CommonNONE
713448108PEPPEPSICO INC$221,0190.19%1,454CommonNONE
11135F101AVGOBROADCOM INC$217,9290.19%940CommonNONE
922908629VOVANGUARD INDEX FDS$212,0970.19%803CommonNONE
437076102HDHOME DEPOT INC$211,2230.18%543CommonNONE
464287887IJTISHARES TR$207,5220.18%1,533CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$206,5940.18%11,672CommonNONE
17275R102CSCOCISCO SYS INC$203,8850.18%3,444CommonNONE
57636Q104MAMASTERCARD INCORPORATED$200,0970.17%380CommonNONE
64828T201RITMRITHM CAPITAL CORP$108,3000.09%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.