Latest HFG Advisors, Inc. Stock Portfolio
HFG Advisors, Inc. Performance:
2025 Q3: 2.59%YTD: 4.35%2024: 5.37%
Performance for 2025 Q3 is 2.59%, and YTD is 4.35%, and 2024 is 5.37%.
About HFG Advisors, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, HFG Advisors, Inc. reported an equity portfolio of $135.6 Millions as of 30 Sep, 2025.
The top stock holdings of HFG Advisors, Inc. are QQQ, AIRR, AIRR. The fund has invested 9.3% of it's portfolio in INVESCO QQQ TR and 6.4% of portfolio in FIRST TR EXCHANGE TRADED FD.
The fund managers got completely rid off MICRON TECHNOLOGY INC (MU), CISCO SYS INC (CSCO) and AMERICAN INTL GROUP INC (AIG) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), ISHARES TR (AAXJ) and CAPITAL GROUP GROWTH ETF (CGGR). HFG Advisors, Inc. opened new stock positions in TCW ETF TRUST (NETZ), TAIWAN SEMICONDUCTOR MFG LTD (TSM) and AMAZON COM INC (AMZN). The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC (GOOG), RTX CORPORATION (RTX) and JPMORGAN CHASE & CO. (JPM).
The top stock holdings of HFG Advisors, Inc. are QQQ, AIRR, AIRR. The fund has invested 9.3% of it's portfolio in INVESCO QQQ TR and 6.4% of portfolio in FIRST TR EXCHANGE TRADED FD.
The fund managers got completely rid off MICRON TECHNOLOGY INC (MU), CISCO SYS INC (CSCO) and AMERICAN INTL GROUP INC (AIG) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), ISHARES TR (AAXJ) and CAPITAL GROUP GROWTH ETF (CGGR). HFG Advisors, Inc. opened new stock positions in TCW ETF TRUST (NETZ), TAIWAN SEMICONDUCTOR MFG LTD (TSM) and AMAZON COM INC (AMZN). The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC (GOOG), RTX CORPORATION (RTX) and JPMORGAN CHASE & CO. (JPM).
HFG Advisors, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that HFG Advisors, Inc. made a return of 2.59% in the last quarter. In trailing 12 months, it's portfolio return was 4.45%.
New Buys
| Ticker | $ Bought |
|---|---|
| tcw etf trust | 434,576 |
| taiwan semiconductor mfg ltd | 388,771 |
| amazon com inc | 326,501 |
| johnson & johnson | 243,642 |
| cheniere energy inc | 233,100 |
| select sector spdr tr | 213,369 |
| abbvie inc | 213,016 |
| brookfield corp | 211,364 |
New stocks bought by HFG Advisors, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| alphabet inc | 65.52 |
| rtx corporation | 29.14 |
| jpmorgan chase & co. | 18.71 |
| wells fargo co new | 17.11 |
| energy transfer l p | 15.56 |
| blackrock etf trust ii | 14.59 |
| nvidia corporation | 13.48 |
| enterprise prods partners l | 6.08 |
Additions to existing portfolio by HFG Advisors, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| spdr series trust | -24.38 |
| ishares tr | -18.95 |
| capital group growth etf | -10.52 |
| ishares tr | -8.52 |
| ishares tr | -5.85 |
| ishares tr | -5.06 |
| ishares tr | -4.79 |
| vanguard index fds | -4.33 |
HFG Advisors, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| eaton vance flting rate inc | -125,661 |
| micron technology inc | -847,715 |
| manulife finl corp | -203,489 |
| cisco sys inc | -212,442 |
| american intl group inc | -204,303 |
HFG Advisors, Inc. got rid off the above stocks
Sector Distribution
HFG Advisors, Inc. has about 83.3% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 83.3 |
| Financial Services | 4.7 |
| Consumer Defensive | 3.2 |
| Energy | 2 |
| Technology | 1.9 |
| Utilities | 1.6 |
| Industrials | 1.4 |
Market Cap. Distribution
HFG Advisors, Inc. has about 13.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 83.3 |
| MEGA-CAP | 7.2 |
| LARGE-CAP | 6.3 |
| SMALL-CAP | 1.6 |
| MID-CAP | 1.5 |
Stocks belong to which Index?
About 13.3% of the stocks held by HFG Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 86.6 |
| S&P 500 | 11.5 |
| RUSSELL 2000 | 1.8 |
HFG Advisors, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of HFG Advisors, Inc.
HFG Advisors, Inc. has 103 stocks in it's portfolio. About 44.1% of the portfolio is in top 10 stocks. PG proved to be the most loss making stock for the portfolio. QQQ was the most profitable stock for HFG Advisors, Inc. last quarter.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.80 | 4,266 | 1,086,250 | added | 0.76 | ||
| AAXJ | ishares tr | 1.90 | 31,750 | 2,577,780 | added | 4.29 | ||
| AAXJ | ishares tr | 1.80 | 22,104 | 2,442,270 | reduced | -18.95 | ||
| AAXJ | ishares tr | 1.40 | 59,943 | 1,895,400 | reduced | -4.79 | ||
| AB | alliancebernstein hldg l p | 0.18 | 6,560 | 250,724 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.16 | 920 | 213,016 | new | |||
| ACWF | ishares tr | 0.24 | 4,767 | 324,538 | unchanged | 0.00 | ||
| AFL | aflac inc | 0.20 | 2,438 | 272,325 | unchanged | 0.00 | ||
| AIG | american intl group inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AIRR | first tr exchange traded fd | 6.44 | 140,965 | 8,728,550 | reduced | -1.14 | ||
| AIRR | first tr exchange traded fd | 4.99 | 100,649 | 6,769,650 | added | 1.9 | ||
| AIRR | first tr exchange traded fd | 0.20 | 9,271 | 263,844 | reduced | -0.95 | ||
| ALL | allstate corp | 0.20 | 1,243 | 266,810 | unchanged | 0.00 | ||
| AMPS | ishares tr | 1.57 | 17,391 | 2,129,510 | added | 1.12 | ||
| AMZN | amazon com inc | 0.24 | 1,487 | 326,501 | new | |||
| AVGO | broadcom inc | 0.23 | 966 | 318,694 | added | 2.77 | ||
| BAC | bank america corp | 0.20 | 5,308 | 273,839 | added | 1.82 | ||
| BGLD | first tr exchange-traded fd | 1.38 | 19,941 | 1,867,230 | reduced | -0.07 | ||
| BGLD | first tr exchange-traded fd | 1.12 | 5,425 | 1,518,130 | added | 0.22 | ||
| BGLD | first tr exchange-traded fd | 0.56 | 7,696 | 761,398 | added | 2.2 | ||