• 13F History

HFG Wealth Management, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 8, 2025
Value $
$165M
Signature - Title
Henry Pizzutello - Chief Investment Officer
Location
The Woodlands, TX
Summary
This page shows a list of all the recent 13F filings made by HFG Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HFG Wealth Management, LLC reported 51 stock holdings with total value $165M as of Q1 2025. Top holdings included GOCT, IAPR, MRSK, QFLR, and FTGC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 51 $165M +$56.1M -$43.2M +$12.9M GOCT, IAPR, MRSK, QFLR, FTGC 13F-HR 4/8/2025, 12:12 PM
Q4 2024 41 $152M +$4.88M -$7.7M -$2.82M IAPR, MRSK, FTGC, IGLD, GMAR 13F-HR 1/13/2025, 11:31 AM
Q3 2024 40 $157M $0 $0 IAPR, MRSK, FTGC, IGLD, DFAW 13F-HR 10/4/2024, 10:52 AM
Q2 2024 40 $157M +$26.4M -$39.3M -$12.9M IAPR, MRSK, FTGC, IGLD, DFAW 13F-HR 8/20/2024, 02:14 PM
Q1 2024 36 $170M +$21.7M -$280M -$258M MRSK, IAPR, PJUL, XJUN, GBTC 13F-HR 6/27/2024, 06:35 PM
Q4 2023 58 $407M $0 $0 MRSK, XOM, AMLP, VTI, AAPL 13F-HR 6/27/2024, 06:34 PM
Q1 2023 76 $482M $0 $0 MRSK, XOM, VTI, AMLP, IJAN 13F-HR 6/27/2024, 06:32 PM