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Henry Pizzutello

@Hfg Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$154.235MTotal holdings41
Assets growth rate-1.69%Assets growth rate (2-Q avg)-0.84%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Hfg Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 41 positions.

Assets under management

The assets under management (AUM) of Hfg Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 154.235M in assets, with a quarterly growth rate of -1.69% and a 2-quarter average growth rate of -0.84%. The portfolio is managed by Henry Pizzutello, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IAPRInnovator Etfs Trust
Recent Activity
Increased 1.11%
12.29%
$18.948M
666,844 shares@ $28.42 avg price
FTGCFirst Tr Exchange Trad Fd Vi
Recent Activity
Increased 1.91%
7.88%
$12.146M
512,692 shares@ $23.7 avg price
GMARFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 15.53%
6.71%
$10.348M
281,828 shares@ $36.72 avg price
PMARInnovator Etfs Trust
Recent Activity
Increased 15.3%
6.52%
$10.041M
255,829 shares@ $39.25 avg price
EJANInnovator Etfs Trust
Recent Activity
Increased 11.29%
3.72%
$5.731M
182,880 shares@ $31.34 avg price
DFAUDimensional Etf Trust
Recent Activity
Increased 1.7%
3.63%
$5.595M
140,973 shares@ $39.69 avg price
DFCFDimensional Etf Trust
Recent Activity
Increased 3.04%
2.84%
$4.376M
101,326 shares@ $43.19 avg price
AAPLApple Inc
Recent Activity
Increased 3.81%
1.51%
$2.326M
9,982 shares@ $233.0 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 1.9%
1.44%
$2.206M
69,414 shares@ $31.78 avg price
AMLPAlps Etf Tr
Recent Activity
Increased 5.48%
1.01%
$1.543M
32,730 shares@ $47.14 avg price