Ifg Advisory, LLC Purchases in Q3 2024

Ifg Advisory, LLC

  • $1.54 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CGGO
Capital Group Global Growth Eq

ETFs
12.6K
New
$27.25 - $30.52 $342K - $383K
12.6K $378K
SPIB
Spdr Portfolio Intermediate Te

ETFs
8.32K
+ 10.33%
$32.36 - $33.78 $269K - $281K
88.8K $2.99M
O
Realty Income Corp

Real Estate
2.31K
+ 12.72%
$52.36 - $63.42 $121K - $147K
20.5K $1.3M
CI
Cigna Corp

Healthcare
731
+ 13.53%
$319.12 - $367.1 $233K - $268K
6.13K $2.12M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
602
+ 1.2%
$71.86 - $78.56 $43.3K - $47.3K
50.6K $3.98M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.45K
+ 13.1%
$41.02 - $46.01 $182K - $205K
38.4K $1.75M
MUB
Ishares National Muni Bond ETF

ETFs
2.85K
+ 21.03%
$106.13 - $108.7 $302K - $309K
16.4K $1.78M
JNJ
Johnson & Johnson

Healthcare
371
+ 2.27%
$145.48 - $167.38 $54K - $62.1K
16.7K $2.71M
XLV
Select Sector Spdr Fund Health

ETFs
596
+ 2.23%
$143.3 - $157.24 $85.4K - $93.7K
27.3K $4.21M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
12.2K
+ 6.64%
$23.88 - $24.01 $292K - $294K
196K $4.71M
KR
Kroger CO

Consumer Defensive
1.83K
+ 7.11%
$50.43 - $57.3 $92.2K - $105K
27.5K $1.58M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
10.1K
+ 70.79%
$26.01 - $27.41 $264K - $278K
24.5K $669K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1K
+ 2.21%
$39.95 - $45.86 $40.1K - $46K
46.5K $2.12M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.27K
+ 22.19%
$94.31 - $103.26 $214K - $234K
12.5K $1.28M
VBR
Vanguard Small Cap Value ETF

ETFs
68
+ 0.45%
$179.99 - $201.6 $12.2K - $13.7K
15.1K $3.03M
PKW
Invesco Exchange Traded Fd Tr

ETFs
1.32K
+ 10.46%
$102.34 - $114.52 $135K - $152K
14K $1.6M
BDX
Becton Dickinson & CO

Healthcare
933
+ 11.76%
$221.47 - $242.41 $207K - $226K
8.86K $2.14M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
11.2K
New
$21.72 - $25.05 $244K - $281K
11.2K $275K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.6K
+ 33.49%
$33.89 - $41.64 $156K - $192K
18.3K $730K
ET
Energy Transfer LP

Energy
16.4K
+ 18.63%
$15.43 - $16.44 $253K - $269K
104K $1.67M
VNQ
Vanguard Specialized Funds Van

ETFs
284
+ 1.79%
$82.97 - $98.97 $23.6K - $28.1K
16.2K $1.57M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
496
+ 0.47%
$98.99 - $101.51 $49.1K - $50.3K
106K $10.8M
VFC
V F Corp

Consumer Cyclical
12.1K
New
$12.74 - $19.95 $155K - $242K
12.1K $242K
VIG
Vanguard Dividend Appreciation

ETFs
1.4K
+ 2.87%
$182.15 - $182.15 $254K - $254K
50.1K $9.12M
SHV
Ishares Tr

ETFs
2.09K
+ 23.87%
$110.05 - $110.63 $230K - $232K
10.9K $1.2M
ROIV
Roivant Sciences Ltd.

Healthcare
20.2K
New
$10.17 - $12.5 $205K - $253K
20.2K $233K
PG
Procter & Gamble CO

Consumer Defensive
432
+ 2.35%
$160.76 - $177.82 $69.4K - $76.8K
18.8K $3.26M
IXUS
Ishares Tr

ETFs
1.1K
+ 3.96%
$64.9 - $73.35 $71.1K - $80.3K
28.8K $2.09M
RF
Regions Financial Corp

Financial Services
4.81K
+ 15.56%
$19.51 - $23.42 $93.9K - $113K
35.7K $833K
DISV
Dimensional ETF Tr Dimensional

ETFs
3.19K
+ 5.66%
$26.06 - $29.18 $83K - $93K
59.5K $1.73M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
3.54K
+ 9.62%
$41.34 - $43.55 $146K - $154K
40.3K $1.74M
PCG
Pg&E Corp

Utilities
10.2K
New
$17.08 - $20.6 $175K - $211K
10.2K $202K
NEE
Nextera Energy Inc

Utilities
53
+ 0.37%
$69.9 - $84.97 $3.7K - $4.5K
14.4K $1.22M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
5.27K
+ 5.87%
$23.78 - $25.04 $125K - $132K
95.1K $2.38M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
673
+ 0.96%
$76.38 - $78.87 $51.4K - $53.1K
71K $5.59M
AOR
Ishares Tr Core Growth Allocat

ETFs
2.18K
+ 10.32%
$55.15 - $59.31 $120K - $129K
23.3K $1.38M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.33K
+ 9.75%
$56.04 - $62.99 $131K - $147K
26.2K $1.6M
TFC
Truist Financial Corp

Financial Services
712
+ 1.79%
$38.22 - $44.94 $27.2K - $32K
40.4K $1.73M
AUBN
Auburn National Bancorporation, Inc

Financial Services
4.2K
+ 22.91%
$17.5 - $24.35 $73.5K - $102K
22.5K $515K
CGCP
Capital Group Core Plus Income

ETFs
6.94K
+ 31.41%
$22.12 - $23.31 $154K - $162K
29K $671K
RYLD
Global X Fds Russell 2000 Cove

ETFs
11.1K
New
$15.22 - $16.33 $169K - $182K
11.1K $179K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
207
+ 2.1%
$125.95 - $142.04 $26.1K - $29.4K
10.1K $1.43M
MS
Morgan Stanley

Financial Services
288
+ 1.41%
$92.07 - $106.96 $26.5K - $30.8K
20.7K $2.15M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
6.41K
+ 7.12%
$23.13 - $23.43 $148K - $150K
96.5K $2.26M
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
5.23K
+ 9.72%
$23.21 - $24.2 $121K - $127K
59.1K $1.42M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1.73K
+ 1.26%
$25.19 - $26.39 $43.6K - $45.6K
138K $3.64M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
11.6K
New
$12.62 - $13.7 $147K - $159K
11.6K $159K
PEP
Pepsico Inc

Consumer Defensive
571
+ 5.13%
$161.9 - $179.3 $92.4K - $102K
11.7K $1.99M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.4K
+ 10.57%
$58.03 - $65.37 $81.4K - $91.6K
14.7K $949K
Activity Summary
Buys All Purchases 216 New Holdings 18 Increased Positions 198 Sells All Sells 148 Reductions 148 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