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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
VUGVanguard Index Fds
Recent Activity
Decreased -5.27%
0.31%
$475,805
1,239 shares@ $384.03 avg price
DFIPDimensional Etf Trust
Recent Activity
Increased 1.93%
0.28%
$424,070
10,030 shares@ $42.29 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 12.26%
0.26%
$394,229
687 shares@ $573.85 avg price
AGGIshares Tr
Recent Activity
Increased 24.24%
0.24%
$367,551
3,629 shares@ $101.29 avg price
DFICDimensional Etf Trust
Recent Activity
Increased 1.82%
0.23%
$353,104
12,548 shares@ $28.15 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 19.78%
0.23%
$351,046
1,884 shares@ $186.34 avg price
IMARInnovator Etfs Trust
Recent Activity
0.18%
$263,365
9,750 shares@ $27.02 avg price
CVXChevron Corp New
Recent Activity
Decreased -79.66%
0.15%
$226,525
1,538 shares@ $147.29 avg price
NVDANvidia Corporation
Recent Activity
New Position
0.14%
$204,030
1,680 shares@ $121.45 avg price
ZSEPInnovator Etfs Trust
Recent Activity
New Position
0.14%
$201,372
8,097 shares@ $24.87 avg price