Ifg Advisory, LLC Purchases in Q2 2025

Ifg Advisory, LLC

  • $1.91 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.05K
+ 3.59%
$416.06 - $551.64 $1.27M - $1.68M
87.9K $48.5M
COF
Capital One Financial Corp

Financial Services
36K
New
$150.57 - $212.76 $5.42M - $7.66M
36K $7.66M
SPYG
Spdr Portfolio

ETFs
52.6K
+ 56.27%
$71.83 - $95.32 $3.78M - $5.01M
146K $13.9M
AMAT
Applied Materials Inc

Technology
32.9K
+ 1008.06%
$126.95 - $183.52 $4.18M - $6.04M
36.2K $6.62M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.25K
+ 2.93%
$496.48 - $617.85 $1.12M - $1.39M
79K $48.8M
MSFT
Microsoft Corp

Technology
934
+ 2.24%
$354.56 - $497.45 $331K - $465K
42.7K $21.2M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
82.1K
+ 43.75%
$45.11 - $52.34 $3.71M - $4.3M
270K $14.1M
IEFA
Ishares Tr

ETFs
22.3K
+ 10.67%
$67.83 - $84.09 $1.51M - $1.88M
232K $19.3M
DFSV
Dimensional ETF Tr Dimensional

ETFs
108K
New
$24.21 - $29.47 $2.62M - $3.19M
108K $3.18M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
9.58K
+ 1.0%
$29.12 - $35.84 $279K - $343K
965K $34.6M
DFAX
Dimensional ETF Tr
30.9K
+ 5.24%
$23.37 - $29.39 $721K - $907K
620K $18.2M
MBB
Ishares Tr

ETFs
27.1K
+ 30.83%
$91.41 - $94.22 $2.48M - $2.55M
115K $10.8M
AMZN
Amazon Com Inc

Consumer Cyclical
3.67K
+ 6.55%
$167.32 - $223.3 $615K - $820K
59.8K $13.1M
VUG
Vanguard Growth ETF

ETFs
1.07K
+ 4.04%
$329.49 - $438.4 $352K - $468K
27.5K $12.1M
XLG
Invesco Exchange Traded Fd Tr

ETFs
15.3K
+ 6.61%
$40.94 - $52.1 $627K - $797K
247K $12.9M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
5.93K
+ 10.73%
$113.67 - $150.4 $674K - $892K
61.2K $9.21M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
81K
+ 151.6%
$24.32 - $27.87 $1.97M - $2.26M
134K $3.56M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.18K
+ 1.21%
$82.32 - $112.47 $96.8K - $132K
98.1K $11M
XLK
Technology Sector Spdr

ETFs
3.49K
+ 15.06%
$179.73 - $253.23 $626K - $883K
26.6K $6.74M
PDI
Pimco Dynamic Income Fund

Financial Services
104K
+ 688.75%
$17.02 - $19.87 $1.77M - $2.07M
119K $2.26M
IEMG
Ishares Inc

ETFs
33.8K
+ 24.17%
N/A
174K $9.31M
AFSM
First Tr Exchange Traded Fd Vi

ETFs
58.5K
New
$24.81 - $29.88 $1.45M - $1.75M
58.5K $1.75M
ITA
Ishares Tr

ETFs
7.6K
+ 256.4%
$135.31 - $188.64 $1.03M - $1.43M
10.6K $1.99M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2K
+ 6.38%
$376.48 - $440.65 $754K - $883K
33.4K $14.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.3K
+ 7.21%
$82.96 - $110.1 $357K - $473K
63.9K $7.03M
TSLA
Tesla, Inc.

Consumer Cyclical
1.8K
+ 11.51%
$221.86 - $362.89 $400K - $655K
17.5K $5.55M
RDVY
First Trust Rising Dividend Ac

ETFs
10.1K
+ 5.15%
$51.6 - $62.74 $520K - $633K
206K $12.9M
IVE
Ishares S&P 500 Value ETF

ETFs
6.98K
+ 52.11%
$168.34 - $195.42 $1.17M - $1.36M
20.4K $3.98M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
19.9K
+ 33.13%
$43.53 - $54.46 $864K - $1.08M
79.8K $4.35M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.17K
+ 9.44%
$180.84 - $240.32 $393K - $522K
25.2K $6.06M
META
Meta Platforms, Inc.

Communication Services
146
+ 1.83%
$484.66 - $738.09 $70.8K - $108K
8.12K $5.99M
JPM
Jpmorgan Chase & CO

Financial Services
229
+ 0.77%
$210.28 - $289.91 $48.2K - $66.4K
29.9K $8.68M
IWF
Ishares Russell 1000 Gr ETF

ETFs
928
+ 5.99%
$320.42 - $424.58 $297K - $394K
16.4K $6.97M
NFLX
Netflix Inc

Communication Services
319
+ 13.73%
$855.86 - $1339.13 $273K - $427K
2.64K $3.54M
FNDF
Schwab Fundamental Intl Large

ETFs
17.5K
+ 10.34%
$32.25 - $40.02 $566K - $702K
187K $7.49M
IOT
Samsara Inc.

Technology
33.9K
New
$33.46 - $47.74 $1.13M - $1.62M
33.9K $1.35M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
9.72K
+ 8.89%
$71.28 - $83.74 $693K - $814K
119K $9.96M
USFR
Wisdomtree Floating Rate Treas

ETFs
24.5K
+ 15.77%
$50.28 - $50.47 $1.23M - $1.23M
180K $9.03M
CGDV
Capital Group Divid Value ETF

ETFs
27K
+ 69.0%
$31.93 - $39.49 $862K - $1.07M
66.1K $2.61M
EFV
Msci Eafe Value ETF

ETFs
15.5K
+ 30.48%
$52.4 - $64.65 $811K - $1M
66.3K $4.21M
QUAL
Ishares Msci Usa Quality Facto

ETFs
827
+ 0.95%
$152.42 - $182.82 $126K - $151K
88.1K $16.1M
CGGR
Capital Group Growth ETF Shs C

ETFs
22.6K
+ 57.35%
$30.53 - $40.65 $689K - $917K
61.9K $2.52M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.21K
+ 11.77%
$171.4 - $227.1 $379K - $502K
21K $4.77M
PULS
Pgim ETF Tr

ETFs
21.7K
+ 16.61%
$49.39 - $49.76 $1.07M - $1.08M
153K $7.59M
VXF
Vanguard Extended Market ETF

ETFs
1.53K
+ 4.23%
$150.43 - $192.71 $230K - $294K
37.7K $7.26M
FNDE
Schwab Fundamental Emerging Mk

ETFs
17.2K
+ 8.31%
$26.66 - $33.09 $460K - $571K
225K $7.42M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
68.7K
+ 327.63%
$13.74 - $15.66 $944K - $1.08M
89.7K $1.34M
IYW
Ishares Dj Us Tech ETF

ETFs
324
+ 1.13%
$122.57 - $173.27 $39.7K - $56.1K
28.9K $5M
IAI
Ishares Tr Us Broker Dealers &

ETFs
5.62K
+ 377.86%
$122.04 - $169.14 $685K - $950K
7.1K $1.2M
Activity Summary
Buys All Purchases 485 New Holdings 78 Increased Positions 407 Sells All Sells 204 Reductions 204 Sold out 0 Options Calls 0 Puts 1
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