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  Name: HFG Advisors Inc.
  City: CINCINATTI
  State: OH
  Zip: 45249
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $112,757,000
  Total Value Change : $8,915,000
  Securities Held Change : 5
   
All Securities Held : 108
  New Positions : 14
  Closed Positions : 9
  Increased Positions : 31
  Unchanged Positions : 29
  Decreased Positions : 34

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Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (TCAF)1 Year Chart         TCAF T Rowe Price Capital Apprec... 13 New $0.00 $1,976,000 65,352 1.75% 1,976,000 65,352 0.073    N/A
   (DFSV)1 Year Chart         DFSV Dfa Dimensional Us Small Ca... 26 New $0.00 $1,115,000 37,053 0.99% 1,115,000 37,053 0    N/A
   (DGRO)1 Year Chart         DGRO iShares Core Dividend Growth 62 New $57.77 $410,000 7,062 0.36% 410,000 7,062 0.002    N/A
   (CGUS)1 Year Chart         CGUS Capital Group Core Equity Etf 67 New $0.00 $350,000 11,225 0.31% 350,000 11,225 0.012    N/A
   (GM)1 Year Chart         GM General Motors Co 70 New $42.66 $341,000 7,525 0.3% 341,000 7,525 0.001    Auto Manufacturers
   (RE)1 Year Chart         RE Everest Re Group Ltd 73 New $382.93 $328,000 825 0.29% 328,000 825 0.002    Life & Health Insurance
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 75 New $898.78 $323,000 358 0.29% 323,000 358 0    Semiconductor - Speci...
   (CGDV)1 Year Chart         CGDV Capital Group Dividend Valu... 82 New $0.00 $271,000 8,340 0.24% 271,000 8,340 0.001    N/A
   (MPLX)1 Year Chart         MPLX Mplx Lp 84 New $41.51 $264,000 6,350 0.23% 264,000 6,350 0.001    Oil & Gas Pipelines &...
   (BINC)1 Year Chart         BINC Blackrock Flexible Income Etf 94 New $0.00 $216,000 4,116 0.19% 216,000 4,116 0.005    N/A
   (IWO)1 Year Chart         IWO iShares Russell 2000 Growth 96 New $259.92 $212,000 784 0.19% 212,000 784 0.002    Closed - End Fund - E...
   (IVOO)1 Year Chart         IVOO Vanguard S&Amp;P Mid-Cap 40... 99 New $101.39 $209,000 2,029 0.19% 209,000 2,029 0.023    Closed - End Fund - E...
   (IYJ)1 Year Chart         IYJ iShares Dow Jones US Indust... 101 New $0.00 $203,000 1,612 0.18% 203,000 1,612 0.003    Closed - End Fund - E...
   (DFS)1 Year Chart         DFS Discover Financial Services 103 New $124.27 $200,000 1,527 0.18% 200,000 1,527 0.001    Credit Services

      14 Records Found
  1    
Page 1 of 1
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