Ifg Advisory, LLC Purchases in Q1 2025

Ifg Advisory, LLC

  • $1.75 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HAS
Hasbro, Inc.

Consumer Cyclical
2.12K
+ 5.35%
$56.16 - $69.06 $119K - $146K
41.7K $2.56M
SKYY
First Trust Cloud Computing Et

ETFs
4.17K
+ 92.9%
$102.23 - $131.18 $426K - $547K
8.66K $885K
BOND
Pimco Active Bond Exchange Tra

ETFs
1.44K
+ 1.36%
$89.27 - $92.9 $128K - $134K
107K $9.88M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.9K
+ 42.85%
$18.36 - $20.51 $273K - $305K
49.5K $979K
DFAI
Dimensional ETF Tr

ETFs
9.05K
+ 36.38%
$28.88 - $32.4 $261K - $293K
33.9K $1.06M
IBM
International Business Machines Corp

Technology
865
+ 21.26%
$217.4 - $264.74 $188K - $229K
4.93K $1.23M
DVY
Ishares Tr

ETFs
1.66K
+ 4.67%
$128.58 - $138.1 $214K - $230K
37.3K $5M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
21K
New
$15.0 - $15.91 $315K - $334K
21K $326K
LYV
Live Nation Entertainment, Inc.

Communication Services
2.48K
New
$115.79 - $154.66 $287K - $383K
2.48K $323K
O
Realty Income Corp

Real Estate
3.81K
+ 17.33%
$51.67 - $58.49 $197K - $223K
25.8K $1.49M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
3.69K
+ 11.12%
$73.11 - $77.43 $270K - $286K
36.9K $2.8M
UBER
Uber Technologies, Inc

Technology
3.56K
+ 83.96%
$63.17 - $81.49 $225K - $290K
7.8K $568K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
12.3K
+ 32.22%
$22.46 - $23.26 $277K - $287K
50.6K $1.17M
WM
Waste Management Inc

Industrials
1.3K
New
$200.54 - $233.78 $261K - $304K
1.3K $301K
FULT
Fulton Financial Corp

Financial Services
16.6K
New
$17.24 - $21.11 $287K - $351K
16.6K $300K
CVX
Chevron Corp

Energy
142
+ 1.15%
$146.71 - $167.97 $20.8K - $23.9K
12.4K $2.08M
PDI
Pimco Dynamic Income Fund

Financial Services
15.1K
New
$18.51 - $20.05 $279K - $303K
15.1K $298K
CEG
Constellation Energy Corp

Utilities
1.47K
New
$201.63 - $347.44 $297K - $511K
1.47K $296K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
13.5K
New
$21.64 - $22.08 $292K - $298K
13.5K $292K
ENB
Enbridge Inc

Energy
4.1K
+ 7.0%
$41.54 - $45.45 $170K - $186K
62.6K $2.77M
ET
Energy Transfer LP

Energy
21.4K
+ 19.55%
$17.26 - $21.08 $369K - $450K
131K $2.43M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
5.21K
New
$51.3 - $56.76 $267K - $296K
5.21K $276K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
5.35K
+ 7.37%
$40.79 - $42.32 $218K - $226K
78K $3.28M
MO
Altria Group, Inc.

Consumer Defensive
2.51K
+ 15.48%
$50.81 - $60.02 $127K - $150K
18.7K $1.12M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4.2K
+ 34.36%
$58.32 - $65.09 $245K - $273K
16.4K $987K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.72K
+ 19.49%
$27.01 - $28.54 $236K - $249K
53.5K $1.49M
ATI
Allegheny Technologies Inc

Industrials
5.22K
New
$50.0 - $65.86 $261K - $344K
5.22K $271K
ARGX
Argenx Se

Healthcare
450
New
$571.0 - $671.75 $257K - $302K
450 $266K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.49K
+ 39.74%
$120.29 - $134.6 $300K - $335K
8.76K $1.07M
MCD
Mcdonalds Corp

Consumer Cyclical
442
+ 8.03%
$279.74 - $321.29 $124K - $142K
5.95K $1.86M
HYG
Ishares Tr

ETFs
3.18K
New
$78.51 - $80.11 $250K - $255K
3.18K $251K
MUB
Ishares National Muni Bond ETF

ETFs
2.56K
+ 14.76%
$104.71 - $107.69 $268K - $275K
19.9K $2.1M
DE
Deere & CO

Industrials
341
+ 18.27%
$408.57 - $509.27 $139K - $174K
2.21K $1.04M
XLC
Select Sector Spdr Tr Communic

ETFs
2.63K
+ 10.82%
$94.84 - $105.31 $249K - $276K
26.9K $2.59M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.8K
+ 23.83%
$81.83 - $82.73 $229K - $232K
14.6K $1.21M
VIG
Vanguard Dividend Appreciation

ETFs
1.32K
+ 2.73%
N/A
49.6K $9.03M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.96K
+ 31.53%
$49.25 - $50.66 $244K - $251K
20.7K $1.03M
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
4.5K
New
$51.6 - $58.13 $232K - $261K
4.5K $237K
VPU
Vanguard Utilities ETF

ETFs
199
+ 0.74%
$161.24 - $173.33 $32.1K - $34.5K
27.2K $4.65M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
4.84K
New
$46.18 - $47.84 $223K - $231K
4.84K $229K
PEP
Pepsico Inc

Consumer Defensive
1.69K
+ 14.03%
$142.64 - $156.42 $241K - $265K
13.8K $2.06M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
4.47K
+ 12.66%
$42.4 - $44.11 $190K - $197K
39.8K $1.74M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.04K
+ 0.38%
$27.64 - $28.58 $28.6K - $29.6K
276K $7.9M
SBUX
Starbucks Corp

Consumer Cyclical
2.27K
New
$91.75 - $115.81 $208K - $263K
2.27K $222K
MPLX
Mplx LP

Energy
1.75K
+ 7.81%
$47.88 - $54.65 $83.8K - $95.7K
24.2K $1.29M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
640
+ 4.03%
$34.58 - $45.97 $22.1K - $29.4K
16.5K $758K
FITB
Fifth Third Bancorp

Financial Services
5.54K
New
$37.48 - $44.96 $208K - $249K
5.54K $217K
VTR
Ventas, Inc.

Real Estate
3.16K
New
$56.9 - $70.47 $180K - $222K
3.16K $217K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
10K
New
$20.2 - $22.24 $202K - $223K
10K $215K
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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