Investor

HFG Wealth Management, LLC

Portfolio Total Value

$142,363,000.00

Number of Stocks

38

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
IAPR $18,948,000.0 13.33%
Added 1.1%
666,844 $28.41 $32.25
Added 13.52%
$25.24 $28.58
MRSK $16,120,000.0 11.34%
Reduced 4.16%
495,841 $32.51 $36.96
Added 13.69%
$28.66 $34.55
FTGC $12,145,000.0 8.54%
Added 1.9%
512,692 $23.69 $29.57
Added 24.82%
$22.22 $25.24
IGLD $11,394,000.0 8.02%
Reduced 2.62%
528,269 $21.57 $24.45
Added 13.35%
$18.37 $22.4
$10,347,000.0 7.28%
Added 87.0%
281,828 $36.72 $nan
Reduced nan%
$nan $nan
PMAR $10,041,000.0 7.06%
Added 15.29%
255,829 $39.25 $46.62
Added 18.78%
$35.75 $40.73
BUFR $6,094,000.0 4.29%
Reduced 5.4%
203,899 $29.89 $35.53
Added 18.87%
$26.86 $31.35
EJAN $5,731,000.0 4.03%
Added 11.28%
182,880 $31.34 $35.38
Added 12.89%
$27.78 $31.79
DFAU $5,595,000.0 3.94%
Added 1.7%
140,973 $39.69 $49.08
Added 23.66%
$33.56 $42.42
IJAN $4,524,000.0 3.18%
Reduced 6.54%
137,205 $32.97 $36.94
Added 12.04%
$29.9 $33.21
DFCF $4,376,000.0 3.08%
Added 3.03%
101,326 $43.19 $42.18
Reduced 2.34%
$40.7 $43.58
XOM $4,163,000.0 2.93%
Reduced 6.55%
35,522 $117.22 $154.67
Added 31.95%
$97.74 $126.34
PJUL $4,037,000.0 2.84%
Reduced 26.33%
99,747 $40.48 $47.76
Added 17.98%
$36.56 $41.79
XJUN $3,598,000.0 2.53%
Reduced 17.96%
94,607 $38.04 $43.99
Added 15.64%
$35.24 $39.12
EJUL $2,607,000.0 1.83%
Reduced 12.98%
102,116 $25.53 $30.78
Added 20.56%
$22.88 $25.86
IJUL $2,530,000.0 1.78%
Reduced 23.93%
86,049 $29.41 $34.41
Added 17.0%
$26.67 $29.57
FMB $2,487,000.0 1.75%
Reduced 7.66%
47,864 $51.96 $51.08
Reduced 1.69%
$48.1 $52.13
DFAC $2,441,000.0 1.72%
Reduced 4.26%
71,210 $34.29 $41.97
Added 22.4%
$29.24 $36.66
AAPL $2,325,000.0 1.64%
Added 3.81%
9,982 $233.0 $270.17
Added 15.95%
$164.08 $260.1
DFAI $2,205,000.0 1.55%
Added 1.89%
69,414 $31.78 $40.11
Added 26.21%
$27.96 $32.11
DFAE $1,627,000.0 1.15%
Reduced 6.71%
59,387 $27.41 $37.36
Added 36.3%
$23.14 $28.2
AMLP $1,542,000.0 1.09%
Added 5.48%
32,730 $47.13 $53.13
Added 12.73%
$43.02 $52.81
QQQ $958,000.0 0.67%
Added 5.53%
1,964 $488.07 $661.57
Added 35.55%
$413.07 $539.15
TPLC $808,000.0 0.57%
Reduced 1.35%
18,371 $43.99 $48.14
Added 9.43%
$37.89 $46.48
PLD $766,000.0 0.54%
No Change
6,067 $126.27 $138.82
Added 9.94%
$100.82 $135.76
BMAR $698,000.0 0.49%
Added 7.61%
15,522 $45.02 $55.72
Added 23.77%
$40.08 $47.11
DFSD $644,000.0 0.45%
Added 3.86%
13,507 $47.74 $47.82
Added 0.17%
$46.61 $47.85
DFAS $503,000.0 0.35%
Reduced 19.05%
7,765 $64.86 $75.98
Added 17.14%
$56.87 $71.78
VUG $475,000.0 0.33%
Reduced 5.28%
1,239 $384.02 $82.68
Reduced 78.47%
$317.59 $428.69
DFIP $424,000.0 0.3%
Added 1.92%
10,030 $42.28 $42.05
Reduced 0.54%
$40.22 $42.53
SPY $394,000.0 0.28%
Added 12.25%
687 $573.84 $711.58
Added 24.0%
$482.86 $609.07
AGG $367,000.0 0.26%
Added 24.24%
3,629 $101.28 $98.96
Reduced 2.29%
$94.85 $102.04
AMZN $351,000.0 0.25%
Added 19.77%
1,884 $186.33 $263.04
Added 41.17%
$151.61 $235.44
DFIC $353,000.0 0.25%
Added 1.82%
12,548 $28.14 $36.56
Added 29.92%
$24.74 $28.42
CVX $226,000.0 0.16%
Reduced 79.67%
1,538 $147.29 $192.22
Added 30.5%
$135.37 $167.11
USEP $229,000.0 0.16%
No Change
6,805 $33.78 $40.35
Added 19.45%
$31.67 $35.72
NVDA $204,000.0 0.14%
No Change
1,680 $121.45 $209.25
Added 72.29%
$59.94 $153.13
LOAN $86,000.0 0.06%
No Change
15,589 $5.57 $4.38
Reduced 21.36%
$4.6 $5.9