Fund Holdings — HFG Advisors, Inc.

Total Portfolio Value
$135.59M
Total Bought
$9.80M
Total Sold
$4.98M
Net Transaction
+$4.82M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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INVESCO QQQ TR21,07021,017-5311,62312,6189.31%+995
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
98,772100,649+1,8776,1976,7704.99%+573
ALPHABET INC(GOOG)2,2973,802+1,5054059240.68%+519
FIRST TR EXCHANGE-TRADED FD3,5007,696+4,1962557610.56%+507
TCW ETF TRUST
FLEXIBLE INCOME
010,919+10,91904350.32%+435
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,392+1,39203890.29%+389
VANGUARD INDEX FDS32,12932,434+3055,2845,6624.18%+378
ISHARES TR52,05353,168+1,1152,5112,8392.09%+328
AMAZON COM INC(AMZN)01,487+1,48703270.24%+327
ISHARES TR11,30711,299-83,8404,1303.05%+290
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
142,594140,965-1,6298,4508,7296.44%+278
FIRST TR EXCHANGE-TRADED ALP
SML CP GRW ALP
21,94722,298+3511,7472,0231.49%+276
T ROWE PRICE ETF INC
CAP APPRECIATION
75,28677,469+2,1832,6562,9212.15%+265
JOHNSON & JOHNSON(JNJ)01,314+1,31402440.18%+244
CHENIERE ENERGY INC(LNG)0992+99202330.17%+233
VANGUARD INDEX FDS21,35721,458+1016,0746,3044.65%+230
APPLE INC(AAPL)4,2344,266+328691,0860.80%+218
FIRST TR EXCHANGE-TRADED ALP
COM SHS
19,40619,569+1632,9303,1442.32%+214
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0757+75702130.16%+213
ABBVIE INC(ABBV)0920+92002130.16%+213
BROOKFIELD CORP(BN)03,082+3,08202110.16%+211
CVS HEALTH CORP(CVS)02,773+2,77302090.15%+209
TSAKOS ENERGY NAVIGATION LTD(TEN)09,298+9,29802070.15%+207
VANGUARD INDEX FDS0698+69802050.15%+205
PEPSICO INC(PEP)01,454+1,45402040.15%+204
GE HEALTHCARE TECHNOLOGIES I(GEHC)02,679+2,67902010.15%+201
FIRST TR EXCHANGE-TRADED FD122,420122,685+2655,1265,3263.93%+200
GE AEROSPACE(GE)4,2834,302+191,1021,2940.95%+192
BLACKROCK ETF TRUST II22,86426,199+3,3351,2081,3951.03%+187
VANGUARD ADMIRAL FDS INC12,51912,764+2452,3622,5461.88%+184
ISHARES TR26,28226,936+6542,3492,5151.85%+166
LINCOLN NATL CORP IND(LNC)21,63722,607+9707499120.67%+163
VANGUARD INDEX FDS7,3057,253-522,2202,3801.76%+160
VANGUARD ADMIRAL FDS INC3,5873,58701,4221,5621.15%+140
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
43,89444,944+1,0501,2921,4311.06%+139
ISHARES TR3,0013,00101,2741,4061.04%+132
ISHARES TR2,2692,298+291,4091,5381.13%+129
ISHARES TR30,44531,750+1,3052,4552,5781.90%+122
ISHARES TR
CORE HIGH DV ETF
17,19917,391+1922,0152,1301.57%+114
VANGUARD BD INDEX FDS30,38031,611+1,2312,2372,3511.73%+114
RTX CORPORATION(RTX)1,6132,083+4702363490.26%+113
VANGUARD INDEX FDS4,5854,806+2218941,0030.74%+109
ISHARES TR4,1544,130-248969990.74%+103
ENERGY TRANSFER L P(ET)60,09869,452+9,3541,0901,1920.88%+102
GE VERNOVA INC(GEV)1,0541,059+55586510.48%+93
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
21,26621,332+661,1921,2670.93%+75
JPMORGAN CHASE & CO.(JPM)8711,034+1632533260.24%+74
WELLS FARGO CO NEW(WFC)4,0384,729+6913243960.29%+73
NVIDIA CORPORATION(NVDA)1,2911,465+1742042730.20%+69
FIRST TR EXCHANGE TRADED FD
UTILITIES ALPH
20,95721,050+938889570.71%+69
ENTERPRISE PRODS PARTNERS L(EPD)31,42533,335+1,9109741,0420.77%+68
US BANCORP DEL(USB)21,48921,517+289721,0400.77%+68
FIRST TR EXCHANGE-TRADED FD5,4135,425+121,4581,5181.12%+60
MICROSOFT CORP(MSFT)1,6581,708+508258850.65%+60
BROADCOM INC(AVGO)940966+262593190.24%+60
VANGUARD INDEX FDS3,2533,112-1411,8481,9061.41%+58
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
14,71314,717+41,0921,1490.85%+57
FIRST TR EXCHANGE-TRADED FD19,95419,941-131,8141,8671.38%+54
FIFTH THIRD BANCORP(FITB)15,49715,49706376900.51%+53
SPDR SERIES TRUST
ST STR SP400VAL
12,87312,856-171,0231,0720.79%+50
ISHARES TR6,0175,948-696587070.52%+49
PROCTER AND GAMBLE CO(PG)25,60426,869+1,2654,0794,1283.04%+49
CINCINNATI FINL CORP(CINF)4,9494,94907377820.58%+45
OLD REP INTL CORP(ORI)10,96710,96704224660.34%+44
FIRST TR EXCH TRD ALPHDX FD
EUROPE ALPHADEX
11,47811,47805495880.43%+39
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
3,2983,29803603970.29%+37
FIRST TR EXCHANGE-TRADED ALP
COM SHS
4,7994,79905285610.41%+33
ISHARES TR15,16014,910-2509409730.72%+33
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
3,8503,85004524830.36%+31
BANK AMERICA CORP5,2135,308+952472740.20%+27
VANGUARD SPECIALIZED FUNDS3,3053,260-456767030.52%+27
ISHARES TR78478402242510.19%+27
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
9,9259,92503673920.29%+26
VANGUARD WORLD FD
INF TECH ETF
30430402022270.17%+25
FIRST TR EXCHANGE-TRADED ALP
SHS ISSUED FRST
4,0954,09503333570.26%+25
FIRST TR EXCHANGE-TRADED FD1,4331,43303053290.24%+24
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
2,8082,732-762452670.20%+22
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
2,0362,03603203420.25%+22
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
8,3408,34003293510.26%+21
ISHARES TR
CORE DIV GRWTH
4,7674,76703053250.24%+20
BERKSHIRE HATHAWAY INC DEL1,0121,014+24925100.38%+18
ISHARES TR3,8143,621-1934204370.32%+17
ALLSTATE CORP(ALL)1,2431,24302502670.20%+17
VANGUARD WORLD FD
INDUSTRIAL ETF
98098002742900.21%+16
AFLAC INC(AFL)2,4382,43802572720.20%+15
FIRST TR EXCHANGE TRADED FD
ENERGY ALPHADX
13,89013,741-1492112240.17%+13
FIRST FINL BANCORP OH(FFBC)12,50012,50003033160.23%+12
ISHARES TR3,0543,05404244350.32%+11
FIRST TR EXCHANGE TRADED FD
NASDQ OIL GAS
9,3609,271-892552640.19%+9
SCHWAB STRATEGIC TR10,77010,77002852940.22%+9
MASTERCARD INCORPORATED(MA)380385+52142190.16%+5
FIRST TR EXCH TRADED FD III11,67211,67202082130.16%+5
INVESCO EXCH TRADED FD TR II3,5003,50002552570.19%+2
RITHM CAPITAL CORP(RITM)10,00010,00001131140.08%+1
ISHARES TR2,7362,576-1603833820.28%-1
ELI LILLY & CO(LLY)296298+22312270.17%-3
MPLX LP(MPLX)4,0504,05002092020.15%-6
ALLIANCEBERNSTEIN HLDG L P(AB)6,5606,56002682510.18%-17
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
16,12714,430-1,6976566340.47%-22
HONEYWELL INTL INC(HON)1,1381,13802652400.18%-25
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HFG Advisors, Inc. — 13F Holdings — Q3 2025 | TickerTrail