Hfg Wealth Management, LLC Top Holdings and 13F Report (2024) About Hfg Wealth Management, LLCInvestment ActivityHfg Wealth Management, LLC has $156.90 million in total holdings as of September 30, 2024.Hfg Wealth Management, LLC owns shares of 40 different stocks, but just 15 companies or ETFs make up 80% of its holdings.This quarter, Hfg Wealth Management, LLC has purchased 40 new stocks and bought additional shares in 0 stocks.Hfg Wealth Management, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings Innovator MSCI EAFE Power Buffer ETF - April $17,834,787ToewsAgility Shares Managed Risk ETF $16,442,053First Trust Global Tactical Commodity Strategy Fund $12,029,432FT Vest Gold Strategy Target Income ETF $10,861,067DIMENSIONAL ETF TRUST $8,973,508 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$17,834,7870.0%659,57111.4%ETFMRSKToewsAgility Shares Managed Risk ETF$16,442,0530.0%517,37110.5%ETFFTGCFirst Trust Global Tactical Commodity Strategy Fund$12,029,4320.0%503,1137.7%ManufacturingIGLDFT Vest Gold Strategy Target Income ETF$10,861,0670.0%542,4596.9%ETFDIMENSIONAL ETF TRUST$8,973,5080.0%150,7145.7%WORLD EQUITY ETFGMARFT Cboe Vest U.S. Equity Moderate Buffer ETF - March$8,646,0490.0%243,9635.5%ETFGRAYSCALE BITCOIN TR BTC$8,551,2370.0%160,6175.5%SHS REP COM UTPMARInnovator U.S. Equity Power Buffer ETF - March$8,414,4480.0%221,9005.4%TransportationBUFRFT Vest Laddered Buffer ETF$6,233,2720.0%215,5354.0%ETFPJULInnovator U.S. Equity Power Buffer ETF - July$5,260,2750.0%135,4003.4%ETFDFAUDimensional US Core Equity Market ETF$5,196,7780.0%138,6183.3%ETFEJANInnovator MSCI Emerging Markets Power Buffer ETF - January$4,902,2620.0%164,3403.1%ETFIJANInnovator MSCI EAFE Power Buffer ETF - January$4,611,6210.0%146,8082.9%ETFXOMExxon Mobil$4,375,9320.0%38,0122.8%Oils/EnergyXJUNFT Vest U.S. Equity Enhance & Moderate Buffer ETF - June$4,246,1390.0%115,3222.7%ETFDFCFDimensional Core Fixed Income ETF$4,085,2040.0%98,3442.6%ETFIJULInnovator MSCI EAFE Power Buffer ETF - July$3,180,7950.0%113,1152.0%ETFEJULInnovator MSCI Emerging Markets Power Buffer ETF - July$2,876,0520.0%117,3421.8%ETFFMBFirst Trust Managed Municipal ETF$2,646,7430.0%51,8361.7%ManufacturingDFACDimensional U.S. Core Equity 2 ETF$2,397,8990.0%74,3771.5%ETFAAPLApple$2,025,3920.0%9,6161.3%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$2,021,2810.0%68,1251.3%ETFDFAEDimensional Emerging Core Equity Market ETF$1,646,8430.0%63,6581.0%ETFAMLPAlerian MLP ETF$1,488,8750.0%31,0310.9%ETFCVXChevron$1,183,1930.0%7,5640.8%Oils/EnergyQQQInvesco QQQ$891,6170.0%1,8610.6%FinanceTPLCTimothy Plan US Large/Mid Cap Core ETF$755,6320.0%18,6220.5%ETFPLDPrologis$681,3970.0%6,0670.4%FinanceBMARInnovator U.S. Equity Buffer ETF - March$622,7100.0%14,4240.4%ETFDFSDDimensional Short-Duration Fixed Income ETF$611,2390.0%13,0050.4%ETFDFASDimensional U.S. Small Cap ETF$576,3170.0%9,5920.4%ETFVUGVanguard Growth ETF$489,2080.0%1,3080.3%ETFDFIPDimensional Inflation-Protected Securities ETF$401,8460.0%9,8410.3%ETFSPYSPDR S&P 500 ETF Trust$333,1940.0%6120.2%FinanceDFICDimensional International Core Equity 2 ETF$323,9980.0%12,3240.2%ETFAMZNAmazon.com$303,9820.0%1,5730.2%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$283,5800.0%2,9210.2%FinanceINNOVATOR ETFS TRUST$250,6560.0%9,7500.2%INNOVATOR INTL DUSEPInnovator U.S. Equity Ultra Buffer ETF - September$229,8530.0%6,8050.1%ETFLOANManhattan Bridge Capital$15,5890.0%15,5890.0%FinanceShowing 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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