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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
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
DFAEDimensional Etf Trust
Recent Activity
Decreased -6.7%
1.06%
$1.628M
59,387 shares@ $27.42 avg price
TPLCTimothy Plan
Recent Activity
Decreased -1.34%
0.53%
$808,225
18,371 shares@ $44.0 avg price
DFASDimensional Etf Trust
Recent Activity
Decreased -19.04%
0.33%
$503,656
7,765 shares@ $64.87 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -5.27%
0.31%
$475,805
1,239 shares@ $384.03 avg price
CVXChevron Corp New
Recent Activity
Decreased -79.66%
0.15%
$226,525
1,538 shares@ $147.29 avg price