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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
IJANInnovator Etfs Trust
Recent Activity
Decreased -6.54%
2.94%
$4.524M
137,205 shares@ $32.98 avg price
DFCFDimensional Etf Trust
Recent Activity
Increased 3.04%
2.84%
$4.376M
101,326 shares@ $43.19 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -6.55%
2.7%
$4.164M
35,522 shares@ $117.23 avg price
PJULInnovator Etfs Trust
Recent Activity
Decreased -26.33%
2.62%
$4.038M
99,747 shares@ $40.48 avg price
XJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -17.96%
2.34%
$3.599M
94,607 shares@ $38.04 avg price
GBTCGrayscale Bitcoin Trust Etf
Recent Activity
Decreased -67.05%
1.74%
$2.673M
52,922 shares@ $50.5 avg price
EJULInnovator Etfs Trust
Recent Activity
Decreased -12.97%
1.7%
$2.607M
102,116 shares@ $25.53 avg price
IJULInnovator Etfs Trust
Recent Activity
Decreased -23.92%
1.65%
$2.53M
86,049 shares@ $29.41 avg price
FMBFirst Tr Exch Traded Fd Iii
Recent Activity
Decreased -7.66%
1.62%
$2.487M
47,864 shares@ $51.97 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -4.25%
1.59%
$2.442M
71,210 shares@ $34.3 avg price