Ifg Advisory, LLC Purchases in Q1 2025

Ifg Advisory, LLC

  • $1.75 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
4.15K
+ 44.84%
$185.78 - $198.58 $770K - $823K
13.4K $2.55M
ABT
Abbott Laboratories

Healthcare
1.06K
+ 3.31%
$111.1 - $140.22 $118K - $149K
33.1K $4.39M
FNDE
Schwab Fundamental Emerging Mk

ETFs
11.8K
+ 6.03%
$28.11 - $32.0 $332K - $378K
208K $6.39M
DUK
Duke Energy Corp

Utilities
1.74K
+ 5.07%
$105.87 - $121.97 $185K - $213K
36.2K $4.41M
LLY
Eli Lilly & CO

Healthcare
641
+ 20.77%
$725.72 - $929.72 $465K - $596K
3.73K $3.08M
AMT
American Tower Corp

Real Estate
1.06K
+ 7.75%
$173.46 - $217.6 $183K - $230K
14.7K $3.19M
RTX
Raytheon Technologies Corp

Industrials
1.06K
+ 3.41%
$114.1 - $135.66 $121K - $144K
32.1K $4.26M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.96K
+ 1.52%
$126.11 - $135.06 $373K - $400K
198K $25.5M
SPTL
Spdr Portfolio Long Term Treas

ETFs
7.22K
+ 1.72%
$25.54 - $27.64 $184K - $200K
426K $11.6M
HEFA
Ishares Currency Hedged Msci E

ETFs
17.8K
New
$34.83 - $37.52 $619K - $666K
17.8K $644K
IMO
Imperial Oil LTD

Energy
4.58K
+ 16.57%
$62.41 - $73.34 $286K - $336K
32.2K $2.33M
BP
Bp PLC

Energy
11.2K
+ 19.66%
$29.93 - $35.31 $336K - $396K
68.3K $2.31M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
11.8K
+ 51.5%
$48.31 - $49.23 $572K - $582K
34.8K $1.71M
XLV
Select Sector Spdr Fund Health

ETFs
2.69K
+ 11.77%
$137.61 - $149.68 $370K - $402K
25.5K $3.73M
GLDM
World Gold Trust

ETFs
9.19K
New
$52.19 - $61.89 $480K - $569K
9.19K $568K
XSMO
Invesco S&P Smallcap Momentum

ETFs
10.2K
+ 46.04%
$59.97 - $70.03 $612K - $715K
32.4K $2.03M
OEF
Ishares S&P 100 ETF

ETFs
2.09K
New
N/A
2.09K $556K
SPIB
Spdr Portfolio Intermediate Te

ETFs
14.7K
+ 10.74%
$32.5 - $33.3 $478K - $489K
152K $5.04M
CI
Cigna Corp

Healthcare
618
+ 9.4%
$274.49 - $329.0 $170K - $203K
7.19K $2.37M
MDT
Medtronic PLC

Healthcare
2.12K
+ 6.33%
$79.84 - $94.5 $169K - $200K
35.5K $3.19M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
11.1K
+ 67.65%
$44.41 - $45.98 $494K - $512K
27.6K $1.26M
JPM
Jpmorgan Chase & CO

Financial Services
1.48K
+ 5.23%
$225.19 - $279.95 $332K - $413K
29.7K $7.28M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
3.93K
+ 2.73%
$48.13 - $51.78 $189K - $203K
148K $7.53M
ICE
Intercontinental Exchange, Inc.

Financial Services
455
+ 2.56%
$142.8 - $176.36 $65K - $80.2K
18.3K $3.15M
CVS
Cvs Health Corp

Healthcare
1.7K
+ 10.41%
$44.22 - $68.64 $75.3K - $117K
18.1K $1.22M
KR
Kroger CO

Consumer Defensive
4.56K
+ 16.6%
$58.36 - $67.72 $266K - $309K
32K $2.17M
HYD
Vaneck High Yield Muni ETF

ETFs
10.4K
+ 13.43%
$50.79 - $52.53 $526K - $544K
87.5K $4.48M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5.32K
+ 8.65%
$90.0 - $96.32 $479K - $513K
66.9K $6.17M
CGDV
Capital Group Divid Value ETF

ETFs
12.9K
+ 49.26%
$34.95 - $37.36 $451K - $482K
39.1K $1.39M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.48K
+ 1.36%
$100.59 - $103.47 $148K - $153K
110K $11.4M
XLU
Utilities Sector Spdr

ETFs
2.81K
+ 3.78%
$74.7 - $80.27 $210K - $226K
77.3K $6.09M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
10.8K
+ 7.18%
$25.21 - $26.38 $272K - $285K
161K $4.26M
CGGR
Capital Group Growth ETF Shs C

ETFs
15K
+ 61.76%
$33.98 - $39.84 $510K - $598K
39.3K $1.35M
KEYS
Keysight Technologies, Inc.

Technology
4.59K
+ 20.4%
$148.16 - $185.11 $680K - $850K
27.1K $4.06M
OMC
Omnicom Group Inc.

Communication Services
6.89K
+ 15.68%
$79.43 - $88.34 $547K - $608K
50.8K $4.21M
CB
Chubb LTD

Financial Services
522
+ 4.88%
$257.71 - $301.99 $135K - $158K
11.2K $3.39M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
7.74K
+ 9.69%
$44.72 - $46.25 $346K - $358K
87.6K $4.04M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
2.05K
New
$203.38 - $274.79 $417K - $563K
2.05K $420K
LVHI
Franklin International Low Vol

ETFs
12.4K
New
$30.53 - $32.85 $378K - $407K
12.4K $400K
CSCO
Cisco Systems, Inc.

Technology
3.24K
+ 4.06%
$58.74 - $64.87 $190K - $210K
82.9K $5.11M
USFR
Wisdomtree Floating Rate Treas

ETFs
7.91K
+ 5.37%
$50.29 - $50.5 $398K - $399K
155K $7.81M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.62K
+ 84.78%
$97.25 - $104.79 $352K - $379K
7.88K $817K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
41K
+ 41.36%
$8.4 - $9.45 $344K - $387K
140K $1.26M
LVHD
Franklin U.S. Low Volatility H

ETFs
5.88K
+ 10.81%
$37.44 - $41.02 $220K - $241K
60.3K $2.47M
IAU
Ishares Gold Trust

ETFs
2.8K
+ 12.47%
$49.74 - $58.96 $139K - $165K
25.2K $1.49M
VGSH
Vanguard

ETFs
6.29K
New
$58.07 - $58.69 $365K - $369K
6.29K $369K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
4.54K
New
$78.12 - $83.7 $355K - $380K
4.54K $366K
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
2.46K
+ 43.21%
$110.12 - $124.59 $270K - $306K
8.14K $1.01M
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
7.36K
+ 4.22%
$23.17 - $24.25 $171K - $179K
182K $4.41M
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
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