HFG Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Cincinatti, OH
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
117
Total value ($000)
$142,092
Net value change ($000)
+4,088 (3.0%)
New positions
15
Sold out positions
8
Turnover %
6.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
RDVY 1,444 20.1%
PAAA 1,241 NEW
FDL 885 16.6%
BIL 769 64.8%
MISL 639 NEW
FBT 628 NEW
VG 489 NEW
VOE 436 7.6%
GOOGL 431 NEW
AVGO 387 118.3%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -1,134 -9.1%
BINC -1,102 -100.0%
FTCS -982 -52.5%
FXR -660 -56.2%
MU -491 -100.0%
CINF -401 -47.2%
FV -344 -3.8%
MBIN -316 -100.0%
QQXT -299 -37.5%
BAC -264 -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