Ifg Advisory, LLC Purchases in Q4 2024

Ifg Advisory, LLC

  • $1.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
1.3K
New
$162.69 - $473.83 $212K - $617K
1.3K $377K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
4.06K
+ 14.86%
$73.49 - $86.09 $299K - $350K
31.4K $2.42M
CGGR
Capital Group Growth ETF Shs C

ETFs
9.12K
+ 60.05%
$34.49 - $39.24 $315K - $358K
24.3K $903K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
315
New
$1146.59 - $1270.6 $361K - $400K
315 $373K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
7.16K
New
$52.07 - $58.13 $373K - $416K
7.16K $372K
VDE
Vanguard Energy ETF

ETFs
3.07K
New
$116.67 - $136.78 $358K - $420K
3.07K $372K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
15K
New
$24.74 - $27.68 $371K - $415K
15K $371K
FTLS
First Tr Long/Short Equity ETF

ETFs
5.64K
New
$63.1 - $67.29 $356K - $379K
5.64K $370K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
12.2K
+ 9.23%
$35.45 - $40.33 $434K - $494K
145K $5.19M
CARR
Carrier Global Corp

Industrials
5.4K
New
$66.69 - $82.65 $360K - $446K
5.4K $368K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
7.54K
New
$47.77 - $51.75 $360K - $390K
7.54K $364K
MCK
Mckesson Corp

Healthcare
636
New
$482.27 - $628.5 $307K - $400K
636 $362K
CUBE
Cube Smart

Real Estate
8.47K
New
$41.74 - $53.03 $353K - $449K
8.47K $362K
KMI
Kinder Morgan, Inc.

Energy
13.2K
New
$22.59 - $28.54 $297K - $376K
13.2K $360K
JBBB
Janus Detroit Str Tr Henderson

ETFs
7.3K
New
$48.59 - $49.45 $355K - $361K
7.3K $359K
FLRN
Spdr Bloomberg Investment Grad

ETFs
11.7K
New
$30.67 - $30.84 $358K - $360K
11.7K $358K
DKL
Delek Logistics Partners, LP

Energy
9.34K
+ 37.16%
$38.06 - $44.95 $356K - $420K
34.5K $1.46M
ETR
Entergy Corp

Utilities
4.7K
New
$73.19 - $156.4 $344K - $736K
4.7K $356K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
5.81K
New
$59.58 - $63.93 $346K - $371K
5.81K $355K
WHR
Whirlpool Corp

Consumer Cyclical
3.1K
New
$99.28 - $124.45 $307K - $385K
3.1K $354K
EPD
Enterprise Products Partners L.P.

Energy
6.35K
+ 9.27%
$28.66 - $34.43 $182K - $219K
74.9K $2.35M
HAL
Halliburton CO

Energy
13K
New
$25.77 - $31.99 $334K - $414K
13K $352K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
34.4K
+ 332.89%
$26.93 - $84.95 $926K - $2.92M
44.7K $1.22M
CFG
Citizens Financial Group Inc

Financial Services
8K
New
$39.92 - $48.46 $319K - $387K
8K $349K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
6.98K
New
$49.25 - $53.57 $344K - $374K
6.98K $344K
IFRA
Ishares Tr

ETFs
7.42K
New
$45.94 - $51.71 $341K - $384K
7.42K $343K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
3.93K
New
$84.34 - $95.14 $331K - $373K
3.93K $342K
DHR
Danaher Corp

Healthcare
1.49K
New
$226.16 - $274.52 $337K - $408K
1.49K $341K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.58K
New
$74.5 - $78.37 $341K - $359K
4.58K $341K
IWS
Ishares Russell Midcap Value E

ETFs
2.61K
New
$128.08 - $140.32 $334K - $366K
2.61K $337K
MU
Micron Technology Inc

Technology
4.02K
New
$84.16 - $113.41 $338K - $455K
4.02K $337K
COP
Conocophillips

Energy
3.39K
New
$95.12 - $114.72 $323K - $389K
3.39K $336K
NOW
Service Now, Inc.

Technology
317
New
$867.18 - $1148.42 $275K - $364K
317 $336K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.55K
New
$55.73 - $66.16 $309K - $367K
5.55K $334K
EOG
Eog Resources Inc

Energy
2.72K
New
$118.22 - $136.54 $322K - $372K
2.72K $333K
BTI
British American Tobacco P.L.C.

Consumer Defensive
9.12K
New
$34.25 - $37.94 $312K - $346K
9.12K $331K
FTSL
First Trust Senior Ln Fund

ETFs
7.12K
New
$45.9 - $46.48 $327K - $331K
7.12K $329K
IXC
Ishares Tr Global Energy ETF

ETFs
8.59K
New
$36.95 - $43.06 $318K - $370K
8.59K $328K
VRT
Vertiv Holdings CO

Industrials
3.76K
New
N/A
3.76K $325K
APAM
Artisan Partners Asset Management Inc.

Financial Services
7.57K
New
$41.74 - $49.17 $316K - $372K
7.57K $325K
STAG
Stag Industrial, Inc.

Real Estate
9.61K
New
$33.22 - $39.1 $319K - $376K
9.61K $324K
PSX
Phillips 66

Energy
2.84K
New
$110.35 - $138.93 $314K - $395K
2.84K $323K
POOL
Pool Corp

Industrials
948
New
$339.32 - $390.03 $322K - $370K
948 $323K
SPG
Simon Property Group Inc

Real Estate
1.88K
New
$167.23 - $183.84 $314K - $345K
1.88K $323K
PAVE
Global X Fds Us Infrastructure

ETFs
8.01K
New
$40.41 - $45.95 $324K - $368K
8.01K $323K
WRB
Berkley W R Corp

Financial Services
5.51K
New
$56.48 - $64.94 $311K - $358K
5.51K $322K
VLUE
Ishares Msci Usa Value Factor

ETFs
3.02K
New
$104.01 - $115.38 $314K - $348K
3.02K $318K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
6.63K
New
$47.65 - $48.6 $316K - $322K
6.63K $316K
DOV
Dover Corp

Industrials
1.69K
New
$184.72 - $206.51 $312K - $349K
1.69K $316K
Activity Summary
Buys All Purchases 509 New Holdings 305 Increased Positions 204 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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