MondegarAI
HFG Advisors, Inc.

Q1 2025 · 13F-HR

HFG Advisors, Inc.holdings as filed

Filed 2025-04-21 · accession 0001951757-25-000386

$117.1M
Reported value
94
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46090E103QQQINVESCO QQQ TR$9.8M8.35%20,843CommonNONE
33738R605FVFIRST TR EXCHANGE TRADED FD$7.9M6.74%143,807CommonNONE
742718109PGPROCTER AND GAMBLE CO$5.7M4.89%33,602CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$5.7M4.88%97,573CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$5.2M4.46%120,118CommonNONE
922908512VOEVANGUARD INDEX FDS$5.2M4.43%32,292CommonNONE
922908538VOTVANGUARD INDEX FDS$5.1M4.39%20,998CommonNONE
464287622IWBISHARES TR$3.5M2.98%11,384CommonNONE
78468R663BILSPDR SER TR$2.7M2.28%29,117CommonNONE
464288679SHVISHARES TR$2.6M2.23%23,622CommonNONE
33735K108FTCFIRST TRUST LRGCP GWT ALPHAD$2.5M2.11%18,772CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$2.4M2.04%74,030CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$2.2M1.85%11,765CommonNONE
464288513HYGISHARES TR$2.2M1.84%27,256CommonNONE
464287234EEMISHARES TR$2.1M1.80%48,258CommonNONE
464288687PFFISHARES TR$2.0M1.74%66,368CommonNONE
922908769VTIVANGUARD INDEX FDS$2.0M1.74%7,406CommonNONE
46429B663HDVISHARES TR$2.0M1.73%16,709CommonNONE
921937835BNDVANGUARD BD INDEX FDS$2.0M1.71%27,310CommonNONE
464287465EFAISHARES TR$2.0M1.71%24,426CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$1.8M1.53%19,956CommonNONE
922908363VOOVANGUARD INDEX FDS$1.5M1.31%2,984CommonNONE
464287200IVVISHARES TR$1.5M1.24%2,581CommonNONE
33737M300FYCFIRST TR EXCHANGE-TRADED ALP$1.4M1.21%20,658CommonNONE
092528603BINCBLACKROCK ETF TRUST II$1.3M1.07%24,004CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$1.2M1.03%5,402CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$1.2M1.02%3,556CommonNONE
29273V100ETENERGY TRANSFER L P$1.1M0.96%60,662CommonNONE
33734X135FXOFIRST TR EXCHANGE TRADED FD$1.1M0.96%21,174CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$1.1M0.95%39,583CommonNONE
464287614IWFISHARES TR$1.1M0.93%3,001CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$1.1M0.91%31,316CommonNONE
33734X150FXRFIRST TR EXCHANGE TRADED FD$1.1M0.90%15,140CommonNONE
78464A839MDYVSPDR SER TR$989,2980.85%12,840CommonNONE
037833100AAPLAPPLE INC$979,3720.84%4,409CommonNONE
337345102QTECFIRST TR NASDAQ 100 TECH IND$938,2910.80%5,406CommonNONE
902973304USBUS BANCORP DEL$910,0950.78%21,556CommonNONE
464287507IJHISHARES TR$884,5890.76%15,160CommonNONE
534187109LNCLINCOLN NATL CORP IND$869,9560.74%24,226CommonNONE
464287788IYFISHARES TR$861,1590.74%7,631CommonNONE
922908611VBRVANGUARD INDEX FDS$859,1710.73%4,612CommonNONE
369604301GEGE AEROSPACE$857,2420.73%4,283CommonNONE
33734X184FXUFIRST TR EXCHANGE TRADED FD$847,1040.72%20,656CommonNONE
464287655IWMISHARES TR$832,7000.71%4,174CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$641,1390.55%3,305CommonNONE
464287804IJRISHARES TR$629,1990.54%6,017CommonNONE
594918104MSFTMICROSOFT CORP$628,0280.54%1,673CommonNONE
345370860FFORD MTR CO$591,7700.51%59,000CommonNONE
316773100FITBFIFTH THIRD BANCORP$580,3160.50%14,804CommonNONE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$555,7430.47%5,424CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$552,3500.47%16,127CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$549,6230.47%1,032CommonNONE
33737J117FEPFIRST TR EXCH TRD ALPHDX FD$407,3200.35%9,976CommonNONE
46137V746PWBINVESCO EXCHANGE TRADED FD T$369,7540.32%3,850CommonNONE
464287838IYMISHARES TR$368,8130.32%2,736CommonNONE
464287481IWPISHARES TR$367,7440.31%3,130CommonNONE
464287309IVWISHARES TR$354,0540.30%3,814CommonNONE
680223104ORIOLD REP INTL CORP$346,8620.30%8,844CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$331,4950.28%9,925CommonNONE
172062101CINFCINCINNATI FINL CORP$326,9050.28%2,213CommonNONE
33733C108FABFIRST TR MULTI CP VAL ALPHA$325,5930.28%4,095CommonNONE
02079K305GOOGLALPHABET INC$323,8160.28%2,094CommonNONE
36828A101GEVGE VERNOVA INC$321,7650.27%1,054CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$306,0220.26%3,298CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$301,1290.26%10,770CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$297,2380.25%8,340CommonNONE
33738R845FTXNFIRST TR EXCHANGE TRADED FD$294,7750.25%9,735CommonNONE
46434V621DGROISHARES TR$294,5050.25%4,767CommonNONE
02072L680STRVEA SERIES TRUST$281,3690.24%7,803CommonNONE
036752103ELVELEVANCE HEALTH INC$281,2210.24%647CommonNONE
001055102AFLAFLAC INC$271,0810.23%2,438CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$269,5450.23%1,556CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$269,2620.23%2,036CommonNONE
01881G106ABALLIANCEBERNSTEIN HLDG L P$264,2230.23%6,897CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$261,5200.22%3,500CommonNONE
G3223R108EGEVEREST GROUP LTD$245,2490.21%675CommonNONE
532457108LLYELI LILLY & CO$244,4690.21%296CommonNONE
92204A603VISVANGUARD WORLD FD$242,5990.21%980CommonNONE
438516106HONHONEYWELL INTL INC$240,9720.21%1,138CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$239,6270.20%2,969CommonNONE
33734X127FXNFIRST TR EXCHANGE TRADED FD$235,2440.20%14,240CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$231,5020.20%931CommonNONE
56501R106MFCMANULIFE FINL CORP$228,7970.20%7,345CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$226,4640.19%2,808CommonNONE
00287Y109ABBVABBVIE INC$221,8820.19%1,059CommonNONE
713448108PEPPEPSICO INC$217,9380.19%1,454CommonNONE
17275R102CSCOCISCO SYS INC$212,5280.18%3,444CommonNONE
57636Q104MAMASTERCARD INCORPORATED$208,2860.18%380CommonNONE
922908629VOVANGUARD INDEX FDS$207,6710.18%803CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$205,3110.18%11,672CommonNONE
125523100CITHE CIGNA GROUP$201,3480.17%612CommonNONE
464287648IWOISHARES TR$200,3360.17%784CommonNONE
278279104EFTEATON VANCE FLTING RATE INC$126,3660.11%10,069CommonNONE
64828T201RITMRITHM CAPITAL CORP$114,5000.10%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.