HFG Advisors, Inc.

Q4 2025 13F-HR Holdings

Location
Cincinatti, OH
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
110
Total value ($000)
$138,004
Net value change ($000)
+2,413 (1.8%)
New positions
14
Sold out positions
9
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 792 85.7%
BUFQ 571 NEW
MU 491 NEW
RDVY 416 6.1%
FHN 377 NEW
MSFT 367 41.5%
MBIN 316 NEW
COPX 306 NEW
AGG 304 NEW
RIO 300 NEW
Top Reduces (Value $000, Stocks/ETFs)
PG -1,245 -30.2%
USB -1,040 -100.0%
BIL -555 -31.9%
SHV -470 -19.2%
FFBC -316 -100.0%
VOT -315 -5.0%
SCHD -294 -100.0%
BINC -293 -21.0%
ALL -267 -100.0%
HON -240 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type