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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33734X127

Shares:14.2K

Value:$235.2K

% of Portfolio:0.2% ($235.2K/$117.1M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:931

Value:$231.5K

% of Portfolio:0.2% ($231.5K/$117.1M)

MANULIFE FINANCIAL CORP

MFC|56501R106

Shares:7.3K

Value:$228.8K

% of Portfolio:0.2% ($228.8K/$117.1M)

92206C664

VTWO|92206C664

Shares:2.8K

Value:$226.5K

% of Portfolio:0.2% ($226.5K/$117.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.1K

Value:$221.9K

% of Portfolio:0.2% ($221.9K/$117.1M)

PEPSICO INC

PEP|713448108

Shares:1.5K

Value:$217.9K

% of Portfolio:0.2% ($217.9K/$117.1M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:3.4K

Value:$212.5K

% of Portfolio:0.2% ($212.5K/$117.1M)

Mastercard Inc

MA|57636Q104

Shares:380

Value:$208.3K

% of Portfolio:0.2% ($208.3K/$117.1M)

922908629

VO|922908629

Shares:803

Value:$207.7K

% of Portfolio:0.2% ($207.7K/$117.1M)

33739E108

Shares:11.7K

Value:$205.3K

% of Portfolio:0.2% ($205.3K/$117.1M)

Cigna Group

CI|125523100

Shares:612

Value:$201.3K

% of Portfolio:0.2% ($201.3K/$117.1M)

464287648

IWO|464287648

Shares:784

Value:$200.3K

% of Portfolio:0.2% ($200.3K/$117.1M)

Eaton Vance Floating-Rate Income Trust

EFT|278279104

Shares:10.1K

Value:$126.4K

% of Portfolio:0.1% ($126.4K/$117.1M)

Rithm Capital Corp.

RITM|64828T201

Shares:10.0K

Value:$114.5K

% of Portfolio:0.1% ($114.5K/$117.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33734X127)✕	14.2K	QoQ 0.00% (+0) YoY -25.75% (-4.9K)	All Managers (Combined)	$235.2K	0.2% ($235.2K/$117.1M)	QoQ +1.10% (+$2.6K) YoY -34.51% (-$124.0K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	931	QoQ -65.85% (-1.8K) YoY -71.80% (-2.4K)	All Managers (Combined)	$231.5K	0.2% ($231.5K/$117.1M)	QoQ -61.38% (-$368.0K) YoY -63.28% (-$399.0K)
MANULIFE FINANCIAL CORP(MFCcusip56501R106)	7.3K	QoQ NEW(+7.3K) YoY NEW(+7.3K)	All Managers (Combined)	$228.8K	0.2% ($228.8K/$117.1M)	QoQ NEW(+$228.8K) YoY NEW(+$228.8K)
(VTWOcusip92206C664)	2.8K	QoQ +1.99% (-55) YoY -31.22% (-1.3K)	All Managers (Combined)	$226.5K	0.2% ($226.5K/$117.1M)	QoQ -7.91% (-$19.5K) YoY -34.79% (-$120.8K)
AbbVie Inc.(ABBVcusip00287Y109)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$221.9K	0.2% ($221.9K/$117.1M)	QoQ NEW(+$221.9K) YoY NEW(+$221.9K)
PEPSICO INC(PEPcusip713448108)	1.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$217.9K	0.2% ($217.9K/$117.1M)	QoQ -1.39% (-$3.1K) YoY -14.32% (-$36.4K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	3.4K	QoQ 0.00% (+0) YoY NEW(+3.4K)	All Managers (Combined)	$212.5K	0.2% ($212.5K/$117.1M)	QoQ +4.23% (+$8.6K) YoY NEW(+$212.5K)
Mastercard Inc(MAcusip57636Q104)	380	QoQ 0.00% (+0) YoY NEW(+380)	All Managers (Combined)	$208.3K	0.2% ($208.3K/$117.1M)	QoQ +4.09% (+$8.2K) YoY NEW(+$208.3K)
(VOcusip922908629)	803	QoQ 0.00% (-0) YoY -14.39% (-135)	All Managers (Combined)	$207.7K	0.2% ($207.7K/$117.1M)	QoQ -2.08% (-$4.4K) YoY -11.39% (-$26.7K)
(cusip33739E108)✕	11.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$205.3K	0.2% ($205.3K/$117.1M)	QoQ -0.62% (-$1.3K) YoY +1.55% (+$3.2K)
Cigna Group(CIcusip125523100)	612	QoQ NEW(+612) YoY -37.42% (-366)	All Managers (Combined)	$201.3K	0.2% ($201.3K/$117.1M)	QoQ NEW(+$201.3K) YoY -43.31% (-$153.9K)
(IWOcusip464287648)	784	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$200.3K	0.2% ($200.3K/$117.1M)	QoQ -11.21% (-$25.3K) YoY -5.63% (-$12.0K)
Eaton Vance Floating-Rate Income Trust(EFTcusip278279104)	10.1K	QoQ NEW(+10.1K) YoY NEW(+10.1K)	All Managers (Combined)	$126.4K	0.1% ($126.4K/$117.1M)	QoQ NEW(+$126.4K) YoY NEW(+$126.4K)
Rithm Capital Corp.(RITMcusip64828T201)	10.0K	QoQ 0.00% (+0) YoY NEW(+10.0K)	All Managers (Combined)	$114.5K	0.1% ($114.5K/$117.1M)	QoQ +5.72% (+$6.2K) YoY NEW(+$114.5K)