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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
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
DFAEDimensional Etf Trust
Recent Activity
Decreased -6.7%
1.06%
$1.628M
59,387 shares@ $27.42 avg price
AMLPAlps Etf Tr
Recent Activity
Increased 5.48%
1.01%
$1.543M
32,730 shares@ $47.14 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 5.54%
0.63%
$958,571
1,964 shares@ $488.08 avg price
TPLCTimothy Plan
Recent Activity
Decreased -1.34%
0.53%
$808,225
18,371 shares@ $44.0 avg price
PLDPrologis Inc.
Recent Activity
0.5%
$766,094
6,067 shares@ $126.28 avg price
BMARInnovator Etfs Trust
Recent Activity
Increased 7.62%
0.46%
$698,850
15,522 shares@ $45.03 avg price
DFSDDimensional Etf Trust
Recent Activity
Increased 3.87%
0.42%
$644,838
13,507 shares@ $47.75 avg price
DFASDimensional Etf Trust
Recent Activity
Decreased -19.04%
0.33%
$503,656
7,765 shares@ $64.87 avg price