HFG Advisors, Inc. at 2023-06-30

Filling information for HFG Advisors, Inc. as Treemap, investor disclosed 93 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount
594918104 594918104 MICROSOFT CORP COM 1147621 3370
33738R845 33738R845 FIRST TR EXCHANGE-TRADED FD NASDQ OIL GAS 349549 13278
33734X176 33734X176 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 428294 3723
33734K109 33734K109 FIRST TR LRGE CP CORE ALPHA COM SHS 697199 8299
922908512 922908512 VANGUARD INDEX FDS MCAP VL IDXVIP 3356134 24253
337345102 337345102 FIRST TR NASDAQ 100 TECH IND SHS 499462 3394
92204A603 92204A603 VANGUARD WORLD FDS INDUSTRIAL ETF 201420 980
713448108 713448108 PEPSICO INC COM 363680 1964
459200101 459200101 INTERNATIONAL BUSINESS MACHS COM 287022 2145
464287887 464287887 ISHARES TR S&P SML 600 GWT 299010 2602
316773100 316773100 FIFTH THIRD BANCORP COM 504648 19254
464287614 464287614 ISHARES TR RUS 1000 GRW ETF 835446 3036
464287663 464287663 ISHARES TR CORE S&P US VLU 231806 2962
060505104 060505104 BANK AMERICA CORP COM 226077 7880
464287234 464287234 ISHARES TR MSCI EMG MKT ETF 1457514 36843
438516106 438516106 HONEYWELL INTL INC COM 236550 1140
617446448 617446448 MORGAN STANLEY COM NEW 201117 2355
33737J117 33737J117 FIRST TR EXCH TRD ALPHDX FD EUROPE ALPHADEX 464362 13491
922908538 922908538 VANGUARD INDEX FDS MCAP GR IDXVIP 3424508 16642
92206C664 92206C664 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 297186 3930
33738R852 33738R852 FIRST TR EXCHANGE-TRADED FD NASDQ FOD BVRG 882507 33658
369604301 369604301 GENERAL ELECTRIC CO COM NEW 689528 6277
92343V104 92343V104 VERIZON COMMUNICATIONS INC COM 230392 6195
767204100 767204100 RIO TINTO PLC SPONSORED ADR 201734 3160
532457108 532457108 LILLY ELI & CO COM 258877 552
037833100 037833100 APPLE INC COM 847261 4368
464288513 464288513 ISHARES TR IBOXX HI YD ETF 1456283 19399
02376R102 02376R102 AMERICAN AIRLS GROUP INC COM 560625 31250
922908769 922908769 VANGUARD INDEX FDS TOTAL STK MKT 2046844 9292
G65431127 G65431127 NOBLE CORP PLC ORD SHS A 323292 7826
464287762 464287762 ISHARES TR US HLTHCARE ETF 816656 2914
46137V746 46137V746 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 271873 3850
33733C108 33733C108 FIRST TR MULTI CP VAL ALPHA SHS ISSUED FRST 290403 4095
58933Y105 58933Y105 MERCK & CO INC COM 307169 2662
746853100 746853100 PUTNAM PREMIER INCOME TR SH BEN INT 36823 10461
921932703 921932703 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 1646845 10577
464287309 464287309 ISHARES TR S&P 500 GRWT ETF 356629 5060
46090E103 46090E103 INVESCO QQQ TR UNIT SER 1 8127942 22002
33735K108 33735K108 FIRST TRUST LRGCP GWT ALPHAD COM SHS 2431061 24001
674215207 674215207 CHORD ENERGY CORPORATION COM NEW 1301918 8465
808524797 808524797 SCHWAB STRATEGIC TR US DIVIDEND EQ 260706 3590
33734X101 33734X101 FIRST TR EXCHANGE TRADED FD CONSUMR DISCRE 627293 11362
478160104 478160104 JOHNSON & JOHNSON COM 440946 2664
33733E302 33733E302 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 218896 1343
33737M300 33737M300 FIRST TR EXCHANGE-TRADED ALP SML CP GRW ALP 1074777 17852
N82405106 N82405106 STELLANTIS N.V SHS 378952 21605
33739E108 33739E108 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 186401 11672
17275R102 17275R102 CISCO SYS INC COM 215755 4170
02079K305 02079K305 ALPHABET INC CAP STK CL A 400875 3349
464287788 464287788 ISHARES TR U.S. FINLS ETF 617099 8271
27827X101 27827X101 EATON VANCE MUN BD FD COM 142564 14328
33738R605 33738R605 FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 6939197 147926
33733E104 33733E104 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 1429201 19036
464287655 464287655 ISHARES TR RUSSELL 2000 ETF 943094 5036
742718109 742718109 PROCTER AND GAMBLE CO COM 2339027 15415
464287507 464287507 ISHARES TR CORE S&P MCP ETF 878573 3360
33738R506 33738R506 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 3903899 82885
464287804 464287804 ISHARES TR CORE S&P SCP ETF 843237 8462
036752103 036752103 ELEVANCE HEALTH INC COM 398069 896
910047109 910047109 UNITED AIRLS HLDGS INC COM 1220583 22245
336917109 336917109 FIRST TR MORNINGSTAR DIVID L SHS 4177581 122834
46429B663 46429B663 ISHARES TR CORE HIGH DV ETF 1990506 19749
446150104 446150104 HUNTINGTON BANCSHARES INC COM 149055 13827
33738R811 33738R811 FIRST TR EXCHANGE-TRADED FD NASDQ SEMCNDTR 574281 8067
27826U108 27826U108 EATON VANCE MUNI INCOME TRUS SH BEN INT 103261 10378
78464A839 78464A839 SPDR SER TR S&P 400 MDCP VAL 767831 11163
922908611 922908611 VANGUARD INDEX FDS SM CP VAL ETF 4106147 24826
464287481 464287481 ISHARES TR RUS MD CP GR ETF 347868 3600
464287465 464287465 ISHARES TR MSCI EAFE ETF 1512949 20868
922908363 922908363 VANGUARD INDEX FDS S&P 500 ETF SHS 1439735 3535
464287622 464287622 ISHARES TR RUS 1000 ETF 4229230 17351
33734X127 33734X127 FIRST TR EXCHANGE TRADED FD ENERGY ALPHADX 311049 19888
025816109 025816109 AMERICAN EXPRESS CO COM 261649 1502
001055102 001055102 AFLAC INC COM 510378 7312
921908844 921908844 VANGUARD SPECIALIZED FUNDS DIV APP ETF 658490 4054
247361702 247361702 DELTA AIR LINES INC DEL COM NEW 814693 17137
H8817H100 H8817H100 TRANSOCEAN LTD REG SHS 166783 23792
33734X150 33734X150 FIRST TR EXCHANGE TRADED FD INDLS PROD DUR 820137 13648
29273V100 29273V100 ENERGY TRANSFER L P COM UT LTD PTN 679260 53485
464288687 464288687 ISHARES TR PFD AND INCM SEC 1852678 59899
464287200 464287200 ISHARES TR CORE S&P500 ETF 1196731 2685
33734X168 33734X168 FIRST TR EXCHANGE TRADED FD MATERIALS ALPH 748800 11665
25271C201 25271C201 DIAMOND OFFSHORE DRILLING IN COM 333842 23444
921932505 921932505 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 1288236 5070
539830109 539830109 LOCKHEED MARTIN CORP COM 205790 447
464287838 464287838 ISHARES TR U.S. BAS MTL ETF 438933 3299
G54050102 G54050102 LAZARD LTD SHS A 204000 6375
92206C680 92206C680 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 267826 3785
86765K109 86765K109 SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 252212 5790
921937835 921937835 VANGUARD BD INDEX FDS TOTAL BND MRKT 1346219 18520
46138E354 46138E354 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 219835 3500
293792107 293792107 ENTERPRISE PRODS PARTNERS L COM 388663 14750
084670702 084670702 BERKSHIRE HATHAWAY INC DEL CL B NEW 287804 844

HFG Advisors, Inc. on Holdings Channel

HFG Advisors, Inc. on whalewisdom