Ifg Advisory, LLC Purchases in Q1 2025

Ifg Advisory, LLC

  • $1.75 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
551
+ 12.09%
$43.76 - $45.31 $24.1K - $25K
5.11K $229K
AGNC
Agnc Investment Corp.

Real Estate
753
+ 1.41%
$9.12 - $10.54 $6.87K - $7.94K
54K $517K
SHV
Ishares Tr

ETFs
212
+ 2.47%
$110.11 - $110.51 $23.3K - $23.4K
8.79K $971K
XAR
Spdr S&P Aerospace & Defense E

ETFs
295
+ 7.41%
$157.71 - $180.77 $46.5K - $53.3K
4.28K $687K
LPLA
Lpl Financial Holdings Inc.

Financial Services
80
+ 10.91%
$308.87 - $383.33 $24.7K - $30.7K
813 $265K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
32
+ 0.42%
$114.57 - $118.14 $3.67K - $3.78K
7.61K $899K
SNA
Snap On Inc

Industrials
209
+ 1.09%
$324.09 - $358.62 $67.7K - $75K
19.4K $6.55M
FDT
First Trust Developed Markets

ETFs
13
+ 0.26%
$53.51 - $60.98 $696 - $793
5.06K $294K
VHT
Vanguard Health Care ETF

ETFs
13
+ 0.79%
$254.06 - $273.83 $3.3K - $3.56K
1.67K $441K
MTB
M&T Bank Corp

Financial Services
422
+ 7.25%
$170.47 - $201.98 $71.9K - $85.2K
6.24K $1.12M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
463
+ 3.14%
$22.98 - $24.13 $10.6K - $11.2K
15.2K $362K
TJX
Tjx Companies Inc

Consumer Cyclical
78
+ 0.76%
$112.81 - $126.16 $8.8K - $9.84K
10.4K $1.26M
XLP
Consumer Staples Sector Spdr

ETFs
268
+ 0.26%
N/A
101K $7.72M
CW
Curtiss Wright Corp

Industrials
135
+ 21.63%
$304.82 - $384.07 $41.2K - $51.8K
759 $240K
KMI
Kinder Morgan, Inc.

Energy
131
+ 1.0%
$26.1 - $31.22 $3.42K - $4.09K
13.3K $379K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
118
+ 0.7%
$51.52 - $52.37 $6.08K - $6.18K
17K $889K
IYM
Ishares Tr

ETFs
9
+ 0.29%
$128.53 - $142.03 $1.16K - $1.28K
3.1K $418K
XLY
Select Sector Spdr Consumer Di

ETFs
1.73K
+ 14.28%
$192.6 - $233.2 $333K - $403K
13.8K $2.73M
APA
Apa Corp

Energy
1.84K
+ 16.76%
$18.54 - $25.45 $34.2K - $46.9K
12.8K $269K
LMT
Lockheed Martin Corp

Industrials
210
+ 10.56%
$423.19 - $506.29 $88.9K - $106K
2.2K $981K
JNK
Spdr Bloomberg High Yield Bond

ETFs
259
+ 0.43%
$94.86 - $97.12 $24.6K - $25.2K
60.5K $5.77M
DFSD
Dimensional ETF Tr Short Durat

ETFs
143
+ 1.29%
$46.74 - $47.55 $6.68K - $6.8K
11.2K $533K
D
Dominion Energy, Inc

Utilities
18
+ 0.33%
$52.85 - $57.43 $951 - $1.03K
5.5K $308K
FRME
First Merchants Corp

Financial Services
26
+ 0.12%
$37.99 - $45.25 $988 - $1.18K
21.4K $864K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
344
+ 5.86%
$50.21 - $51.23 $17.3K - $17.6K
6.22K $313K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
105
+ 2.69%
$100.34 - $100.68 $10.5K - $10.6K
4K $403K
FTSL
First Trust Senior Ln Fund

ETFs
347
+ 4.88%
$45.65 - $46.48 $15.8K - $16.1K
7.46K $340K
FBT
First Trust Nyse Arca Biotechn

ETFs
6
+ 0.26%
$164.86 - $182.19 $989 - $1.09K
2.32K $394K
VOT
Vanguard Mid Cap Growth Index

ETFs
390
+ 4.11%
$237.72 - $276.98 $92.7K - $108K
9.89K $2.42M
SPSB
Spdr Portfolio Short Term Corp

ETFs
23
+ 0.07%
$29.82 - $30.1 $686 - $692
33K $991K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
80
+ 0.71%
$93.32 - $95.35 $7.47K - $7.63K
11.4K $1.07M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
55
+ 0.53%
$47.27 - $50.52 $2.6K - $2.78K
10.4K $505K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
551
+ 1.37%
$7.89 - $8.07 $4.35K - $4.45K
40.6K $323K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
218
+ 13.33%
$110.9 - $132.93 $24.2K - $29K
1.85K $210K
CUBE
Cube Smart

Real Estate
172
+ 2.03%
$40.23 - $43.23 $6.92K - $7.44K
8.64K $368K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.19K
+ 13.19%
$23.16 - $27.04 $27.6K - $32.2K
10.2K $239K
NEE
Nextera Energy Inc

Utilities
256
+ 1.65%
$66.96 - $76.16 $17.1K - $19.5K
15.8K $1.12M
TXN
Texas Instruments Inc

Technology
22
+ 1.03%
N/A
2.17K $421K
PID
Invesco Exchange Traded Fd Tr

ETFs
220
+ 0.72%
N/A
30.9K $551K
PSA
Public Storage

Real Estate
14
+ 1.33%
$288.99 - $313.98 $4.05K - $4.4K
1.06K $318K
KRE
Spdr S&P Regional Banking ETF

ETFs
1.47K
+ 6.42%
$55.11 - $65.5 $80.8K - $96.1K
24.3K $1.38M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
44
+ 0.4%
$22.77 - $22.94 $1K - $1.01K
11.1K $255K
ADAP
Adaptimmune Therapeutics PLC

Healthcare
10K
New
$0.2 - $0.65 $2K - $6.5K
10K $2K
Amplify ETF Tr
2.21K
+ 22.59%
N/A
12K $0
Fidelity Covington Trust
6.47K
New
N/A
6.47K $0
FMIL
Fidelity Covington Tr New Mill
39.4K
New
N/A
39.4K $0
Ishares Bitcoin Trust ETF
6.58K
New
N/A
6.58K $0
Spdr S&P 500 ETF Tr
1.43K
New
N/A
1.43K $0
Arista Networks Inc
200
+ 5.74%
N/A
3.68K $0
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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