Ifg Advisory, LLC Purchases in Q1 2025

Ifg Advisory, LLC

  • $1.75 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
47.6K
+ 29.4%
$69.57 - $78.65 $3.31M - $3.74M
209K $15.8M
DISV
Dimensional ETF Tr Dimensional

ETFs
96.7K
+ 154.52%
$26.09 - $30.21 $2.52M - $2.92M
159K $4.64M
VONV
Vanguard Russell 1000 Value Et

ETFs
35.7K
New
$80.21 - $86.14 $2.86M - $3.08M
35.7K $2.95M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
33.1K
+ 51.78%
$91.76 - $103.26 $3.03M - $3.41M
96.9K $8.97M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
33.1K
New
$79.96 - $87.71 $2.65M - $2.9M
33.1K $2.72M
IEMG
Ishares Inc

ETFs
48K
+ 52.21%
N/A
140K $7.5M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
47.3K
+ 1038.78%
$48.43 - $49.9 $2.29M - $2.36M
51.9K $2.59M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
9.96K
+ 2.58%
$97.38 - $104.52 $970K - $1.04M
395K $40.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
123
+ 0.51%
$442.66 - $534.52 $54.4K - $65.7K
24.2K $12.9M
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
46.2K
New
$38.5 - $43.78 $1.78M - $2.02M
46.2K $1.9M
IGF
Ishares Global Infrastructure

ETFs
32.7K
+ 167.65%
$51.96 - $54.84 $1.7M - $1.79M
52.2K $2.85M
FSIG
First Tr ETF Iv LTD Duration I
92.5K
+ 103.17%
$18.74 - $19.04 $1.73M - $1.76M
182K $3.45M
JNJ
Johnson & Johnson

Healthcare
8.26K
+ 48.23%
$142.06 - $167.7 $1.17M - $1.39M
25.4K $4.21M
PULS
Pgim ETF Tr

ETFs
32.9K
+ 33.62%
$49.56 - $49.78 $1.63M - $1.64M
131K $6.51M
GIS
General Mills Inc

Consumer Defensive
26.2K
New
$57.56 - $65.3 $1.51M - $1.71M
26.2K $1.56M
PM
Philip Morris International Inc.

Consumer Defensive
1.44K
+ 4.34%
$117.15 - $158.79 $169K - $229K
34.7K $5.5M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
59.2K
+ 15.63%
$29.34 - $31.31 $1.74M - $1.85M
438K $13M
QUAL
Ishares Msci Usa Quality Facto

ETFs
11.6K
+ 15.33%
$168.16 - $186.21 $1.95M - $2.16M
87.3K $14.9M
ABBV
Abb Vie Inc.

Healthcare
880
+ 2.35%
$169.2 - $216.66 $149K - $191K
38.4K $8.05M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
101K
New
$13.05 - $13.97 $1.31M - $1.41M
101K $1.37M
MBB
Ishares Tr

ETFs
12.9K
+ 17.15%
$90.37 - $94.08 $1.16M - $1.21M
87.8K $8.24M
FN
Fabrinet

Technology
7.09K
+ 388.71%
$183.66 - $267.24 $1.3M - $1.9M
8.92K $1.76M
ITRN
Ituran Location & Control Ltd.

Technology
36.9K
New
$31.47 - $43.91 $1.16M - $1.62M
36.9K $1.34M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
13.7K
+ 16.85%
$91.45 - $91.75 $1.25M - $1.25M
94.8K $8.7M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
50.4K
New
$24.88 - $26.85 $1.25M - $1.35M
50.4K $1.27M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
22.4K
+ 71.26%
$67.24 - $84.27 $1.51M - $1.89M
53.8K $3.67M
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
17.4K
New
$68.94 - $90.02 $1.2M - $1.56M
17.4K $1.23M
VONG
Vanguard Russell 1000 Growth E

ETFs
15.2K
+ 82.88%
$92.71 - $107.38 $1.41M - $1.63M
33.5K $3.1M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
15.7K
+ 400.48%
$77.33 - $90.16 $1.22M - $1.42M
19.6K $1.54M
NVS
Novartis Ag

Healthcare
10.4K
+ 427.63%
$97.14 - $115.57 $1.01M - $1.21M
12.9K $1.43M
MSM
Msc Industrial Direct CO Inc

Industrials
14.4K
New
$74.45 - $83.08 $1.07M - $1.2M
14.4K $1.12M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
21.4K
+ 12.33%
$50.48 - $51.04 $1.08M - $1.09M
195K $9.88M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.94K
+ 155.95%
$308.86 - $455.36 $907K - $1.34M
4.82K $1.7M
SO
Southern CO

Utilities
862
+ 0.87%
$80.96 - $92.96 $69.8K - $80.1K
100K $9.22M
DFAX
Dimensional ETF Tr
9.36K
+ 1.61%
$24.45 - $27.2 $229K - $254K
589K $15.4M
XLF
Financial Sector Spdr

ETFs
14.3K
+ 6.99%
$47.32 - $52.19 $678K - $748K
219K $10.9M
EPD
Enterprise Products Partners L.P.

Energy
22.7K
+ 30.3%
$31.75 - $34.14 $720K - $774K
97.5K $3.33M
TD
Toronto Dominion Bank

Financial Services
14.8K
+ 165.03%
$53.12 - $61.15 $786K - $904K
23.8K $1.42M
HSY
Hershey CO

Consumer Defensive
5.4K
+ 86.3%
$144.74 - $186.36 $782K - $1.01M
11.7K $1.99M
XOM
Exxon Mobil Corp

Energy
2.09K
+ 3.47%
$105.44 - $118.93 $220K - $248K
62.3K $7.41M
FXI
Ishares Tr

ETFs
25.7K
New
$28.65 - $38.55 $735K - $989K
25.7K $919K
IEF
Ishares Barclays

ETFs
7.29K
+ 10.21%
$91.17 - $95.39 $665K - $696K
78.7K $7.51M
MCK
Mckesson Corp

Healthcare
1.23K
+ 192.92%
$566.21 - $672.99 $695K - $826K
1.86K $1.25M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
9.75K
+ 28.55%
$68.32 - $75.06 $666K - $732K
43.9K $3.28M
UBSI
United Bankshares Inc

Financial Services
25K
New
$34.03 - $39.27 $850K - $981K
25K $866K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
748
+ 4.8%
$80.53 - $147.57 $60.2K - $110K
16.3K $2.16M
GLD
Spdr Gold Trust

ETFs
177
+ 1.04%
$243.19 - $288.14 $43K - $51K
17.3K $4.98M
FNDF
Schwab Fundamental Intl Large

ETFs
9.52K
+ 5.94%
$32.9 - $37.45 $313K - $356K
170K $6.13M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
12.5K
New
$61.9 - $66.89 $773K - $836K
12.5K $793K
Activity Summary
Buys All Purchases 419 New Holdings 57 Increased Positions 362 Sells All Sells 194 Reductions 194 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Ifg Advisory, LLC Portfolio

Follow Ifg Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifg Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ifg Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email