Ifg Advisors, LLC Reduced Holdings in Q3 2025

Ifg Advisors, LLC

  • $609 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-30.1K
- 87.57%
$181.56 - $190.33 $5.46M - $5.73M
4.27K $810K
VEA
Vanguard Ftse Developed Market

ETFs
-22.7K
- 10.45%
$56.02 - $60.3 $1.27M - $1.37M
194K $11.6M
VO
Vanguard Mid Cap ETF

ETFs
-1.91K
- 21.95%
$279.83 - $293.74 $534K - $560K
6.78K $1.99M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-7.37K
- 9.38%
$133.48 - $144.38 $983K - $1.06M
71.2K $10.1M
VB
Vanguard Small Cap ETF

ETFs
-2.87K
- 13.82%
$237.58 - $259.17 $681K - $743K
17.9K $4.54M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-2.12K
- 48.17%
$98.99 - $112.2 $210K - $238K
2.28K $251K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.48K
- 1.83%
$78.11 - $79.07 $194K - $196K
133K $10.5M
HON
Honeywell International Inc

Industrials
-385
- 19.73%
$207.7 - $240.4 $80K - $92.6K
1.57K $329K
HYG
Ishares Tr

ETFs
-1.8K
- 3.17%
$79.85 - $81.32 $144K - $146K
55K $4.46M
ICF
Ishares Tr

ETFs
-3.57K
- 1.53%
$59.57 - $62.89 $213K - $225K
230K $14.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-291
- 8.03%
$459.11 - $506.91 $134K - $148K
3.34K $1.68M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-823
- 10.84%
$100.37 - $100.74 $82.6K - $82.9K
6.77K $681K
CRM
Salesforce, Inc.

Technology
-1
- 0.05%
$231.66 - $273.65 $232 - $274
2.22K $524K
CSX
Csx Corp

Industrials
-2.85K
- 31.75%
$32.05 - $36.52 $91.3K - $104K
6.13K $217K
CRWD
Crowd Strike Holdings, Inc.

Technology
-90
- 15.15%
$412.46 - $514.1 $37.1K - $46.3K
504 $247K
COF
Capital One Financial Corp

Financial Services
-239
- 2.29%
$207.29 - $229.74 $49.5K - $54.9K
10.2K $2.17M
DIS
Walt Disney CO

Communication Services
-29
- 0.59%
$112.25 - $124.0 $3.26K - $3.6K
4.92K $563K
DFAE
Dimensional ETF Tr

ETFs
-2.59K
- 17.88%
$28.84 - $31.84 $74.7K - $82.5K
11.9K $374K
ALL
Allstate Corp

Financial Services
-316
- 17.76%
$192.0 - $214.65 $60.7K - $67.8K
1.46K $314K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-2.68K
- 4.47%
$20.76 - $21.78 $55.7K - $58.4K
57.3K $1.24M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-1.69K
- 12.32%
$29.65 - $31.77 $50K - $53.6K
12K $379K
VZ
Verizon Communications Inc

Communication Services
-605
- 7.52%
$40.84 - $45.06 $24.7K - $27.3K
7.44K $326K
AMZN
Amazon Com Inc

Consumer Cyclical
-66
- 0.58%
$211.65 - $238.24 $14K - $15.7K
11.3K $2.47M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-170
- 2.52%
N/A
6.56K $425K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-48
- 1.06%
$50.47 - $50.74 $2.42K - $2.44K
4.5K $228K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-380
- 5.92%
$64.58 - $69.94 $24.5K - $26.6K
6.04K $419K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-106
- 3.36%
$87.07 - $93.06 $9.23K - $9.86K
3.05K $278K
EEM
Ishares Msci Emerging Markets

ETFs
-298
- 6.75%
$48.07 - $53.4 $14.3K - $15.9K
4.12K $220K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-102
- 2.7%
$68.24 - $73.73 $6.96K - $7.52K
3.68K $270K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-395
- 6.21%
$109.47 - $119.06 $43.2K - $47K
5.96K $706K
NEE
Nextera Energy Inc

Utilities
-127
- 3.85%
$69.77 - $77.54 $8.86K - $9.85K
3.17K $239K
UNP
Union Pacific Corp

Industrials
-10
- 0.33%
$214.91 - $237.16 $2.15K - $2.37K
3.02K $712K
WMT
Walmart Inc.

Consumer Defensive
-7
- 0.19%
$94.4 - $104.27 $661 - $730
3.59K $370K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-26
- 0.51%
$42.67 - $46.91 $1.11K - $1.22K
5.09K $238K
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.56K
- 5.97%
$53.36 - $59.69 $83K - $92.8K
24.5K $1.43M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-7
- 1.27%
$404.94 - $499.99 $2.83K - $3.5K
544 $263K
BAC
Bank Of America Corp

Financial Services
-106
- 0.9%
$44.92 - $52.42 $4.76K - $5.56K
11.7K $603K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-187
- 1.53%
$63.41 - $69.69 $11.9K - $13K
12.1K $825K
VBK
Vanguard Small Cap Growth ETF

ETFs
-33
- 1.16%
$276.51 - $305.12 $9.12K - $10.1K
2.82K $838K
XOM
Exxon Mobil Corp

Energy
-100
- 0.51%
$105.83 - $117.22 $10.6K - $11.7K
19.7K $2.22M
VTI
Vanguard Total Stock Market Et

ETFs
-25
- 0.48%
$303.93 - $329.86 $7.6K - $8.25K
5.13K $1.68M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-364
- 2.87%
$435.72 - $463.74 $159K - $169K
12.3K $5.71M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-616
- 1.32%
$42.26 - $47.16 $26K - $29.1K
46.1K $2.14M
JNJ
Johnson & Johnson

Healthcare
-3
- 0.06%
$155.17 - $185.42 $466 - $556
4.65K $861K
IWM
Ishares Russell 2000 ETF

ETFs
-27
- 0.38%
$214.92 - $244.84 $5.8K - $6.61K
7.03K $1.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-19
- 0.37%
$420.11 - $472.68 $7.98K - $8.98K
5.13K $2.4M
GOOG
Alphabet Inc.

Communication Services
-17
- 0.35%
$175.16 - $255.24 $2.98K - $4.34K
4.86K $1.18M
TSLA
Tesla, Inc.

Consumer Cyclical
-53
- 1.69%
$293.94 - $444.72 $15.6K - $23.6K
3.08K $1.37M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-10K
- 4.41%
$49.43 - $54.52 $496K - $547K
217K $11.8M
Activity Summary
Buys All Purchases 64 New Holdings 4 Increased Positions 60 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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