Ifg Advisors, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $461 Million distributed in 139 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $64M, Invesco Qqq Trust, Series 1 with a value of $36.8M, Ishares Tr Msci Eafe ETF with a value of $34.8M, Vanguard Index Fds S&P 500 ETF with a value of $30.2M, and Cintas Corp with a value of $27.6M.

Examining the 13F form we can see an increase of $44.9M in the current position value, from $416M to 461M.

Below you can find more details about Ifg Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $461 Million
ETFs: $374 Million
Industrials: $30.6 Million
Technology: $22.2 Million
Financial Services: $10.4 Million
Consumer Cyclical: $5.2 Million
Communication Services: $5.18 Million
Healthcare: $4.71 Million
Consumer Defensive: $4.19 Million
Other: $3.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 139
  • Current Value $461 Million
  • Prior Value $416 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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