Hfg Wealth Management, LLC Top Holdings and 13F Report (2025) About Hfg Wealth Management, LLCInvestment ActivityHfg Wealth Management, LLC has $154.24 million in total holdings as of December 31, 2024.Hfg Wealth Management, LLC owns shares of 41 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 3.16% of the portfolio was purchased this quarter.About 8.52% of the portfolio was sold this quarter.This quarter, Hfg Wealth Management, LLC has purchased 40 new stocks and bought additional shares in 18 stocks.Hfg Wealth Management, LLC sold shares of 18 stocks and completely divested from 1 stock this quarter.Largest Holdings Innovator MSCI EAFE Power Buffer ETF - April $18,948,297ToewsAgility Shares Managed Risk ETF $16,120,295First Trust Global Tactical Commodity Strategy Fund $12,145,683FT Vest Gold Strategy Target Income ETF $11,394,760FT Cboe Vest U.S. Equity Moderate Buffer ETF - March $10,347,907 Largest New Holdings this Quarter NVIDIA $204,030 HoldingINNOVATOR ETFS TRUST $201,372 Holding Largest Purchases this Quarter FT Cboe Vest U.S. Equity Moderate Buffer ETF - March 37,865 shares (about $1.39M)Innovator U.S. Equity Power Buffer ETF - March 33,929 shares (about $1.33M)Innovator MSCI Emerging Markets Power Buffer ETF - January 18,540 shares (about $581.04K)First Trust Global Tactical Commodity Strategy Fund 9,579 shares (about $226.93K)Innovator MSCI EAFE Power Buffer ETF - April 7,273 shares (about $206.66K) Largest Sales this Quarter GRAYSCALE BITCOIN TRUST ETF 107,695 shares (about $5.44M)Innovator U.S. Equity Power Buffer ETF - July 35,653 shares (about $1.44M)Chevron 6,026 shares (about $887.54K)Innovator MSCI EAFE Power Buffer ETF - July 27,066 shares (about $795.91K)FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June 20,715 shares (about $787.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHfg Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIAPRInnovator MSCI EAFE Power Buffer ETF - April$18,948,297$206,661 ▲1.1%666,84412.3%ETFMRSKToewsAgility Shares Managed Risk ETF$16,120,295$699,962 ▼-4.2%495,84110.5%ETFFTGCFirst Trust Global Tactical Commodity Strategy Fund$12,145,683$226,927 ▲1.9%512,6927.9%ManufacturingIGLDFT Vest Gold Strategy Target Income ETF$11,394,760$306,078 ▼-2.6%528,2697.4%ETFGMARFT Cboe Vest U.S. Equity Moderate Buffer ETF - March$10,347,907$1,390,293 ▲15.5%281,8286.7%ETFPMARInnovator U.S. Equity Power Buffer ETF - March$10,041,288$1,331,713 ▲15.3%255,8296.5%TransportationDIMENSIONAL ETF TRUST$8,945,858$618,483 ▼-6.5%140,9685.8%WORLD EQUITY ETFBUFRFT Vest Laddered Buffer ETF$6,094,541$347,800 ▼-5.4%203,8994.0%ETFEJANInnovator MSCI Emerging Markets Power Buffer ETF - January$5,731,386$581,036 ▲11.3%182,8803.7%ETFDFAUDimensional US Core Equity Market ETF$5,595,209$93,470 ▲1.7%140,9733.6%ETFIJANInnovator MSCI EAFE Power Buffer ETF - January$4,524,280$316,655 ▼-6.5%137,2052.9%ETFDFCFDimensional Core Fixed Income ETF$4,376,258$128,792 ▲3.0%101,3262.8%ETFXOMExxon Mobil$4,163,906$291,879 ▼-6.6%35,5222.7%Oils/EnergyPJULInnovator U.S. Equity Power Buffer ETF - July$4,037,750$1,443,230 ▼-26.3%99,7472.6%ETFXJUNFT Vest U.S. Equity Enhance & Moderate Buffer ETF - June$3,598,665$787,958 ▼-18.0%94,6072.3%ETFGRAYSCALE BITCOIN TRUST ETF$2,672,551$5,438,577 ▼-67.1%52,9221.7%SHS REP COM UTEJULInnovator MSCI Emerging Markets Power Buffer ETF - July$2,607,021$388,720 ▼-13.0%102,1161.7%ETFIJULInnovator MSCI EAFE Power Buffer ETF - July$2,530,381$795,910 ▼-23.9%86,0491.6%ETFFMBFirst Trust Managed Municipal ETF$2,487,038$206,387 ▼-7.7%47,8641.6%ManufacturingDFACDimensional U.S. Core Equity 2 ETF$2,441,795$108,597 ▼-4.3%71,2101.6%ETFAAPLApple$2,325,761$85,276 ▲3.8%9,9821.5%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$2,205,962$40,964 ▲1.9%69,4141.4%ETFDFAEDimensional Emerging Core Equity Market ETF$1,627,810$117,069 ▼-6.7%59,3871.1%ETFAMLPAlerian MLP ETF$1,542,581$80,075 ▲5.5%32,7301.0%ETFQQQInvesco QQQ$958,571$50,271 ▲5.5%1,9640.6%FinanceTPLCTimothy Plan US Large/Mid Cap Core ETF$808,225$11,043 ▼-1.3%18,3710.5%ETFPLDPrologis$766,0940.0%6,0670.5%FinanceBMARInnovator U.S. Equity Buffer ETF - March$698,850$49,435 ▲7.6%15,5220.5%ETFDFSDDimensional Short-Duration Fixed Income ETF$644,838$23,966 ▲3.9%13,5070.4%ETFDFASDimensional U.S. Small Cap ETF$503,656$118,503 ▼-19.0%7,7650.3%ETFVUGVanguard Growth ETF$475,805$26,498 ▼-5.3%1,2390.3%ETFDFIPDimensional Inflation-Protected Securities ETF$424,070$7,991 ▲1.9%10,0300.3%ETFSPYSPDR S&P 500 ETF Trust$394,229$43,038 ▲12.3%6870.3%FinanceAGGiShares Core U.S. Aggregate Bond ETF$367,551$71,707 ▲24.2%3,6290.2%FinanceDFICDimensional International Core Equity 2 ETF$353,104$6,303 ▲1.8%12,5480.2%ETFAMZNAmazon.com$351,046$57,949 ▲19.8%1,8840.2%Retail/WholesaleINNOVATOR ETFS TRUST$263,3650.0%9,7500.2%INNOVATOR INTL DCVXChevron$226,525$887,542 ▼-79.7%1,5380.1%Oils/EnergyNVDANVIDIA$204,030$204,030 ▲New Holding1,6800.1%Computer and TechnologyINNOVATOR ETFS TRUST$201,372$201,372 ▲New Holding8,0970.1%EQUITY DEFINED PLOANManhattan Bridge Capital$86,8300.0%15,5890.1%FinanceUSEPInnovator U.S. Equity Ultra Buffer ETF - September$0$229,853 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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