Institutions / HFG Advisors, Inc. / Activity
Activity — HFG Advisors, Inc.
107 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 921937835 Common stock | $200.0K | +3K +8.07% | 36,500 1.67% of portfolio | low |
| Q2 2026 as of | Trim | PROCTER & GAMBLE Co Common stock | $-174.4K | -1K -5.91% | 18,928 1.73% of portfolio | low |
| Q2 2026 as of | New | Venture Global, Inc. Common stock | $172.8K | +16K | 15,530 0.11% of portfolio | low |
| Q2 2026 as of | Add | 922908629 Common stock | $171.1K | +2K +300.00% | 2,832 0.14% of portfolio | low |
| Q2 2026 as of | Add | 87283Q867 Common stock | $158.1K | +4K +5.00% | 80,834 2.07% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $157.8K | +423 +16.34% | 3,012 0.70% of portfolio | low |
| Q2 2026 as of | Trim | 464287655 Common stock | $-157.1K | -523 -13.05% | 3,486 0.65% of portfolio | low |
| Q2 2026 as of | Add | 464287465 Common stock | $153.5K | +1K +5.28% | 29,468 1.91% of portfolio | low |
| Q2 2026 as of | Add | 464287234 Common stock | $151.9K | +2K +4.05% | 57,016 2.43% of portfolio | low |
| Q2 2026 as of | Add | 78464A839 Common stock | $146.9K | +2K +11.75% | 14,733 0.87% of portfolio | low |
| Q2 2026 as of | Add | 336917109 Common stock | $146.9K | +3K +2.51% | 123,145 3.74% of portfolio | low |
| Q2 2026 as of | Add | 767204100 Common stock | $144.3K | +2K +40.54% | 5,269 0.31% of portfolio | low |
| Q2 2026 as of | New | N4732M103 Common stock | $133.1K | +11K | 11,234 0.08% of portfolio | low |
| Q2 2026 as of | Add | 33737M300 Common stock | $121.4K | +953 +4.17% | 23,784 1.89% of portfolio | low |
| Q2 2026 as of | Add | 25434V815 Common stock | $120.2K | +3K +6.62% | 49,873 1.21% of portfolio | low |
| Q2 2026 as of | Add | 33734X184 Common stock | $116.8K | +2K +11.26% | 23,400 0.72% of portfolio | low |
| Q2 2026 as of | Trim | Wells Fargo & COMPANY/MN Common stock | $-111.5K | -1K -28.53% | 3,380 0.17% of portfolio | low |
| Q2 2026 as of | Trim | EPD Enterprise Products Partners L.P. MLP | $-110.3K | -3K -9.00% | 30,335 0.70% of portfolio | low |
| Q2 2026 as of | Exit | Rithm Capital Corp. Common stock | $-109.0K | -10K -100.00% | 0 | low |
| Q2 2026 as of | Add | Warren E. Buffett Common stock | $108.1K | +216 +21.30% | 1,230 0.38% of portfolio | low |
| Q2 2026 as of | Add | 33735K108 Common stock | $106.8K | +551 +2.76% | 20,495 2.48% of portfolio | low |
| Q2 2026 as of | Trim | 29287L700 Common stock | $-96.5K | -2K -21.57% | 8,944 0.22% of portfolio | low |
| Q2 2026 as of | Add | 33738R605 Common stock | $95.8K | +1K +0.88% | 144,740 6.85% of portfolio | low |
| Q2 2026 as of | Add | 922908363 Common stock | $93.4K | +136 +4.32% | 3,283 1.41% of portfolio | low |
| Q2 2026 as of | Add | Johnson & Johnson Common stock | $92.2K | +363 +21.84% | 2,025 0.32% of portfolio | low |
| Q2 2026 as of | Trim | 922908769 Common stock | $-87.0K | -235 -3.24% | 7,026 1.62% of portfolio | low |
| Q2 2026 as of | Add | MPLX Mplx LP MLP | $84.5K | +2K +37.04% | 5,550 0.20% of portfolio | low |
| Q2 2026 as of | Trim | 464287309 Common stock | $-84.4K | -614 -14.74% | 3,552 0.30% of portfolio | low |
| Q2 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-82.2K | -251 -24.27% | 783 0.16% of portfolio | low |
| Q2 2026 as of | Add | 33734X135 Common stock | $79.6K | +1K +5.94% | 22,735 0.89% of portfolio | low |
| Q2 2026 as of | Trim | 464288687 Common stock | $-75.6K | -2K -4.32% | 54,893 1.04% of portfolio | low |
| Q2 2026 as of | Add | 464287622 Common stock | $73.7K | +180 +1.53% | 11,961 3.06% of portfolio | low |
| Q2 2026 as of | Add | 33733E302 Common stock | $67.5K | +255 +4.80% | 5,567 0.92% of portfolio | low |
| Q2 2026 as of | Trim | 464287481 Common stock | $-60.6K | -414 -16.97% | 2,025 0.18% of portfolio | low |
| Q2 2026 as of | Trim | First Trust Exchange-Traded AlphaDEX(R) Fund Common stock | $-55.6K | -3K -20.01% | 10,991 0.14% of portfolio | low |
| Q2 2026 as of | Add | United Parcel Service Inc Common stock | $46.5K | +433 +20.71% | 2,524 0.17% of portfolio | low |
| Q2 2026 as of | Add | 921932703 Common stock | $45.8K | +209 +1.62% | 13,110 1.79% of portfolio | low |
| Q2 2026 as of | Add | 92206C680 Common stock | $39.9K | +312 +9.46% | 3,610 0.29% of portfolio | low |
| Q2 2026 as of | Add | Amazon.com Inc Common stock | $33.6K | +141 +9.48% | 1,628 0.24% of portfolio | low |
| Q2 2026 as of | Trim | 33734K109 Common stock | $-33.4K | -239 -5.24% | 4,323 0.38% of portfolio | low |
| Q2 2026 as of | Add | 464287507 Common stock | $31.1K | +403 +2.70% | 15,313 0.74% of portfolio | low |
| Q2 2026 as of | Add | 37954Y830 Common stock | $29.6K | +385 +9.03% | 4,647 0.22% of portfolio | low |
| Q2 2026 as of | Add | Broadcom Inc. Common stock | $29.5K | +78 +8.25% | 1,024 0.24% of portfolio | low |
| Q2 2026 as of | Add | RTX Corp Common stock | $28.5K | +150 +7.20% | 2,233 0.26% of portfolio | low |
| Q2 2026 as of | Trim | 92204A603 Common stock | $-28.1K | -78 -7.96% | 902 0.20% of portfolio | low |
| Q2 2026 as of | Add | 78462F103 Common stock | $27.6K | +37 +12.21% | 340 0.16% of portfolio | low |
| Q2 2026 as of | Add | Lincoln National Corp Common stock | $23.9K | +677 +2.99% | 23,284 0.51% of portfolio | low |
| Q2 2026 as of | Add | 922908611 Common stock | $13.4K | +55 +1.24% | 4,481 0.68% of portfolio | low |
| Q2 2026 as of | Add | 464287804 Common stock | $11.7K | +79 +1.43% | 5,609 0.52% of portfolio | low |
| Q2 2026 as of | Trim | 464287200 Common stock | $-9.7K | -13 -0.58% | 2,246 1.05% of portfolio | low |