Ifg Advisory, LLC Purchases in Q1 2025

Ifg Advisory, LLC

  • $1.75 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
J P Morgan Exchange Traded F
15K
New
N/A
15K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
19.4K
+ 62.88%
N/A
50.3K $0
AOS
Smith A O Corp

Industrials
1.02K
+ 4.35%
$65.16 - $72.69 $66.7K - $74.4K
24.6K $1.6M
Wells Fargo CO New
4
+ 1.9%
N/A
215 $0
Kenvue Inc
2.1K
+ 19.42%
N/A
12.9K $0
ILCG
Ishares Morningstar Growth ETF
267
+ 6.87%
N/A
4.15K $0
DRLL
Ea Ser Tr Strive U S Energy Et
17.1K
New
N/A
17.1K $0
JGRO
J P Morgan Exchange Traded Fd
2.11K
+ 12.57%
N/A
18.9K $0
Dimensional ETF Trust
339
+ 1.55%
N/A
22.2K $0
FMHI
First Tr ETF Iii Municipal Hig

ETFs
114
+ 1.0%
$47.47 - $48.84 $5.41K - $5.57K
11.6K $552K
Gsk PLC
1.62K
+ 10.09%
N/A
17.7K $0
Blackrock ETF Trust Ii
343
+ 2.63%
N/A
13.4K $0
Capital Grp Fixed Incm ETF T
10.1K
+ 80.27%
N/A
22.7K $0
Fidelity Covington Trust
9.55K
+ 85.11%
N/A
20.8K $0
CGMS
Capital Grp Core Plus Income E
8.26K
New
N/A
8.26K $0
CGMU
Capital Group Core Plus Income
661
+ 2.02%
N/A
33.4K $0
Northern Lts Fd Tr Iv
658
+ 30.72%
N/A
2.8K $0
Atlassian Corporation
151
+ 14.63%
N/A
1.18K $0
Bank America Corp
3
+ 1.29%
N/A
236 $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
687
+ 7.29%
N/A
10.1K $0
Blackrock Inc
111
+ 3.5%
N/A
3.29K $0
Natixis ETF Trust Ii
9.9K
New
N/A
9.9K $0
Annaly Capital Management In
9.87K
New
N/A
9.87K $0
T Rowe Price ETF Inc
11.1K
+ 28.87%
N/A
49.5K $0
Blackrock ETF Trust Ii
9.16K
New
N/A
9.16K $0
T Rowe Price ETF Inc
7.5K
+ 91.2%
N/A
15.7K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
89.5K
+ 676.07%
N/A
103K $0
Te Connectivity PLC
324
+ 7.61%
N/A
4.58K $0
Vanguard Mun Bd Fds
300
+ 11.54%
N/A
2.9K $0
FDVV
Fidelity High Dividend ETF

ETFs
66
+ 0.56%
$48.86 - $52.28 $3.22K - $3.45K
11.9K $592K
FPE
First Tr Pfd Secs & Income ETF

ETFs
161
+ 0.41%
$17.53 - $17.87 $2.82K - $2.88K
39.9K $701K
MET
Metlife Inc

Financial Services
22
+ 0.75%
$77.7 - $87.0 $1.71K - $1.91K
2.95K $236K
IVW
Ishares S&P 500 Growth ETF

ETFs
5.06K
+ 9.28%
$92.45 - $106.69 $468K - $540K
59.6K $5.53M
OKE
Oneok Inc

Energy
19
+ 0.34%
$89.57 - $109.85 $1.7K - $2.09K
5.61K $556K
STX
Seagate Technology Holdings PLC

Technology
2
+ 0.04%
$84.92 - $108.42 $170 - $217
4.62K $392K
VIS
Vanguard Industrial ETF

ETFs
2
+ 0.19%
$243.63 - $273.99 $487 - $548
1.03K $255K
TMO
Thermo Fisher Scientific Inc.

Healthcare
5
+ 1.19%
$497.6 - $606.74 $2.49K - $3.03K
424 $210K
PFFA
Etfis Ser Tr I

ETFs
363
+ 1.72%
$21.21 - $22.3 $7.7K - $8.09K
21.5K $455K
FMB
First Tr Exchange Traded Fd Ii

ETFs
154
+ 0.54%
$50.17 - $51.45 $7.73K - $7.92K
28.8K $1.45M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.84K
+ 9.66%
$40.03 - $46.81 $154K - $180K
43.6K $1.78M
VBR
Vanguard Small Cap Value ETF

ETFs
881
+ 6.01%
$183.02 - $207.75 $161K - $183K
15.5K $2.89M
PAVE
Global X Fds Us Infrastructure

ETFs
274
+ 3.42%
$37.31 - $43.82 $10.2K - $12K
8.29K $312K
SPG
Simon Property Group Inc

Real Estate
1
+ 0.05%
$159.48 - $187.78 $159 - $188
1.88K $311K
DOV
Dover Corp

Industrials
26
+ 1.54%
$174.65 - $206.43 $4.54K - $5.37K
1.72K $301K
POOL
Pool Corp

Industrials
22
+ 2.32%
$314.92 - $364.31 $6.93K - $8.01K
970 $308K
JMEE
J P Morgan Exchange Traded Fd

ETFs
532
+ 5.19%
$54.51 - $63.63 $29K - $33.9K
10.8K $603K
SSB
South State Corp

Financial Services
11
+ 0.42%
$89.4 - $108.33 $983 - $1.19K
2.66K $246K
NXPI
Nxp Semiconductors N.V.

Technology
33
+ 2.46%
$189.99 - $245.86 $6.27K - $8.11K
1.37K $260K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
37
+ 0.83%
$117.4 - $131.02 $4.34K - $4.85K
4.5K $538K
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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