Hfg-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABBV",
  "VONG",
  "GOOGL",
  null,
  "LNC",
  "EFT",
  null,
  null,
  null,
  null,
  null,
  "FITB",
  null,
  null,
  null,
  "HON",
  null,
  null,
  null,
  null,
  "IVW",
  null,
  "IJH",
  "MA",
  "MSFT",
  "GE",
  "IJR",
  null,
  null,
  null,
  "EEM",
  "IWF",
  "PEP",
  null,
  "IVV",
  "AAPL",
  "GEHC",
  "PG",
  "RITM",
  null,
  null,
  "IBM",
  "CI",
  "VO",
  "VOE",
  "AB",
  null,
  null,
  "VIG",
  null,
  "IWO",
  null,
  null,
  "AFL",
  "F",
  "IWP",
  null,
  null,
  null,
  null,
  "USB",
  "VOOV",
  "VOOG",
  "VTWO",
  "BND",
  "VBR",
  "VOT",
  "VOO",
  null,
  "SCHD",
  "ET",
  null,
  "MFC",
  null,
  "ORI",
  "GEV",
  "DGRO",
  null,
  "EG",
  null,
  "BRK-B",
  "CINF",
  "CSCO",
  "RSP",
  null,
  "EFA",
  "IWB",
  "QQQ",
  "IWM",
  "EPD",
  "ELV",
  "LLY",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 94
Total Value: 117052320
Accession Number: 0001951757-25-000386
Form Type: 13F-HR
CIK: hfg-advisors
Manager Name: Hfg-Advisors

Data Enrichment

62% identified

58 identified36 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

94 positions • $117.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908611

VBR|922908611

Shares:4.6K

Value:$859.2K

% of Portfolio:0.7% ($859.2K/$117.1M)

GENERAL ELECTRIC CO

GE|369604301

Shares:4.3K

Value:$857.2K

% of Portfolio:0.7% ($857.2K/$117.1M)

33734X184

Shares:20.7K

Value:$847.1K

% of Portfolio:0.7% ($847.1K/$117.1M)

464287655

IWM|464287655

Shares:4.2K

Value:$832.7K

% of Portfolio:0.7% ($832.7K/$117.1M)

921908844

VIG|921908844

Shares:3.3K

Value:$641.1K

% of Portfolio:0.5% ($641.1K/$117.1M)

464287804

IJR|464287804

Shares:6.0K

Value:$629.2K

% of Portfolio:0.5% ($629.2K/$117.1M)

MICROSOFT CORP

MSFT|594918104

Shares:1.7K

Value:$628.0K

% of Portfolio:0.5% ($628.0K/$117.1M)

FORD MOTOR CO

F|345370860

Shares:59.0K

Value:$591.8K

% of Portfolio:0.5% ($591.8K/$117.1M)

FIFTH THIRD BANCORP

FITB|316773100

Shares:14.8K

Value:$580.3K

% of Portfolio:0.5% ($580.3K/$117.1M)

33734K109

Shares:5.4K

Value:$555.7K

% of Portfolio:0.5% ($555.7K/$117.1M)

14020G101

Shares:16.1K

Value:$552.4K

% of Portfolio:0.5% ($552.4K/$117.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.0K

Value:$549.6K

% of Portfolio:0.5% ($549.6K/$117.1M)

33737J117

Shares:10.0K

Value:$407.3K

% of Portfolio:0.3% ($407.3K/$117.1M)

46137V746

Shares:3.9K

Value:$369.8K

% of Portfolio:0.3% ($369.8K/$117.1M)

464287838

Shares:2.7K

Value:$368.8K

% of Portfolio:0.3% ($368.8K/$117.1M)

464287481

IWP|464287481

Shares:3.1K

Value:$367.7K

% of Portfolio:0.3% ($367.7K/$117.1M)

464287309

IVW|464287309

Shares:3.8K

Value:$354.1K

% of Portfolio:0.3% ($354.1K/$117.1M)

OLD REPUBLIC INTERNATIONAL CORP

ORI|680223104

Shares:8.8K

Value:$346.9K

% of Portfolio:0.3% ($346.9K/$117.1M)

14020V108

Shares:9.9K

Value:$331.5K

% of Portfolio:0.3% ($331.5K/$117.1M)

CINCINNATI FINANCIAL CORP

CINF|172062101

Shares:2.2K

Value:$326.9K

% of Portfolio:0.3% ($326.9K/$117.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VBRcusip922908611)	4.6K	QoQ -2.47% (-117) YoY -16.79% (-931)	All Managers (Combined)	$859.2K	0.7% ($859.2K/$117.1M)	QoQ -8.32% (-$78.0K) YoY -19.21% (-$204.4K)
GENERAL ELECTRIC CO(GEcusip369604301)	4.3K	QoQ -12.82% (-630) YoY -0.58% (-25)	All Managers (Combined)	$857.2K	0.7% ($857.2K/$117.1M)	QoQ +4.61% (-$37.8K) YoY +13.36% (-$101.1K)
(cusip33734X184)✕	20.7K	QoQ NEW(+20.7K) YoY NEW(+20.7K)	All Managers (Combined)	$847.1K	0.7% ($847.1K/$117.1M)	QoQ NEW(+$847.1K) YoY NEW(+$847.1K)
(IWMcusip464287655)	4.2K	QoQ -4.48% (-196) YoY -15.62% (-773)	All Managers (Combined)	$832.7K	0.7% ($832.7K/$117.1M)	QoQ -13.76% (-$132.9K) YoY -19.96% (-$207.7K)
(VIGcusip921908844)	3.3K	QoQ -1.07% (-36) YoY -15.55% (-609)	All Managers (Combined)	$641.1K	0.5% ($641.1K/$117.1M)	QoQ -2.00% (-$13.1K) YoY -10.29% (-$73.6K)
(IJRcusip464287804)	6.0K	QoQ 0.00% (-0) YoY -15.37% (-1.1K)	All Managers (Combined)	$629.2K	0.5% ($629.2K/$117.1M)	QoQ -9.24% (-$64.1K) YoY -19.92% (-$156.6K)
MICROSOFT CORP(MSFTcusip594918104)	1.7K	QoQ -44.14% (-1.3K) YoY -50.28% (-1.7K)	All Managers (Combined)	$628.0K	0.5% ($628.0K/$117.1M)	QoQ -50.25% (-$634.4K) YoY -55.63% (-$787.7K)
FORD MOTOR CO(Fcusip345370860)	59.0K	QoQ NEW(+59.0K) YoY NEW(+59.0K)	All Managers (Combined)	$591.8K	0.5% ($591.8K/$117.1M)	QoQ NEW(+$591.8K) YoY NEW(+$591.8K)
FIFTH THIRD BANCORP(FITBcusip316773100)	14.8K	QoQ 0.00% (-0) YoY -23.11% (-4.5K)	All Managers (Combined)	$580.3K	0.5% ($580.3K/$117.1M)	QoQ -7.28% (-$45.6K) YoY -19.00% (-$136.1K)
(cusip33734K109)✕	5.4K	QoQ -5.05% (-289) YoY -5.05% (-289)	All Managers (Combined)	$555.7K	0.5% ($555.7K/$117.1M)	QoQ -6.72% (-$40.1K) YoY -1.97% (-$11.2K)
(cusip14020G101)✕	16.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$552.4K	0.5% ($552.4K/$117.1M)	QoQ -7.85% (-$47.1K) YoY +7.06% (+$36.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.0K	QoQ +22.27% (+188) YoY +22.27% (+188)	All Managers (Combined)	$549.6K	0.5% ($549.6K/$117.1M)	QoQ +43.66% (+$167.1K) YoY +54.85% (+$194.7K)
(cusip33737J117)✕	10.0K	QoQ 0.00% (+0) YoY -26.05% (-3.5K)	All Managers (Combined)	$407.3K	0.3% ($407.3K/$117.1M)	QoQ +14.00% (+$50.0K) YoY -19.65% (-$99.7K)
(cusip46137V746)✕	3.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$369.8K	0.3% ($369.8K/$117.1M)	QoQ -5.60% (-$21.9K) YoY +7.55% (+$26.0K)
(cusip464287838)✕	2.7K	QoQ 0.00% (+0) YoY -7.66% (-227)	All Managers (Combined)	$368.8K	0.3% ($368.8K/$117.1M)	QoQ +3.74% (+$13.3K) YoY -15.74% (-$68.9K)
(IWPcusip464287481)	3.1K	QoQ -4.63% (-152) YoY -13.05% (-470)	All Managers (Combined)	$367.7K	0.3% ($367.7K/$117.1M)	QoQ -11.59% (-$48.3K) YoY -10.50% (-$43.2K)
(IVWcusip464287309)	3.8K	QoQ 0.00% (-0) YoY -1.70% (-66)	All Managers (Combined)	$354.1K	0.3% ($354.1K/$117.1M)	QoQ -8.56% (-$33.2K) YoY +8.06% (-$26.4K)
OLD REPUBLIC INTERNATIONAL CORP(ORIcusip680223104)	8.8K	QoQ +7.78% (+639) YoY NEW(+8.8K)	All Managers (Combined)	$346.9K	0.3% ($346.9K/$117.1M)	QoQ +16.81% (+$49.9K) YoY NEW(+$346.9K)
(cusip14020V108)✕	9.9K	QoQ -8.25% (-893) YoY -11.58% (-1.3K)	All Managers (Combined)	$331.5K	0.3% ($331.5K/$117.1M)	QoQ -12.37% (-$46.8K) YoY -5.22% (-$18.3K)
CINCINNATI FINANCIAL CORP(CINFcusip172062101)	2.2K	QoQ 0.00% (+0) YoY NEW(+2.2K)	All Managers (Combined)	$326.9K	0.3% ($326.9K/$117.1M)	QoQ +2.79% (+$8.9K) YoY NEW(+$326.9K)