Portfolio (Quarterly)
Guide ↗
HFG Wealth Management, LLC
· CIK 0002027836| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | GOCT | FIRST TR EXCHNG TRADED FD | — | 560,072 | $22.0M | 12.13% | SOLD |
| 2 | BUFR | FIRST TR EXCHNG TRADED FD | — | 169,039 | $5.8M | 3.19% | SOLD |
| 3 | BOCT | INNOVATOR ETFS TRUST | — | 40,546 | $2.0M | 1.10% | SOLD |
| 4 | QQQ | INVESCO QQQ TR | Financial Services | 1,793 | $1.1M | 0.61% | SOLD |
| 5 | POCT | INNOVATOR ETFS TRUST | — | 20,896 | $918K | 0.51% | SOLD |
| 6 | PLD | PROLOGIS INC. | Real Estate | 5,252 | $670K | 0.37% | SOLD |
| 7 | GLD | SPDR GOLD TR | Financial Services | 1,113 | $441K | 0.24% | SOLD |
| 8 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,852 | $427K | 0.24% | SOLD |
| 9 | PJUL | INNOVATOR ETFS TRUST | — | 6,785 | $315K | 0.17% | SOLD |
| 10 | NVDA | NVIDIA CORPORATION | Technology | 1,579 | $294K | 0.16% | SOLD |
| 11 | IMAR | INNOVATOR ETFS TRUST | — | 9,750 | $291K | 0.16% | SOLD |
| 12 | — | INNOVATOR ETFS TRUST | — | 8,525 | $228K | 0.13% | SOLD |
| 13 | TSLA | TESLA INC | Consumer Cyclical | 507 | $228K | 0.13% | SOLD |
| 14 | TPLC | TIMOTHY PLAN | — | 4,997 | $227K | 0.12% | SOLD |
Sector Allocation
Financial Services
59.8%
Technology
28.9%
Energy
11.2%