Ifg Advisory, LLC Purchases in Q1 2025

Ifg Advisory, LLC

  • $1.75 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
26
+ 0.71%
$113.13 - $127.79 $2.94K - $3.32K
3.71K $419K
TROW
Price T Rowe Group Inc

Financial Services
5.31K
+ 22.21%
$91.57 - $116.93 $486K - $621K
29.2K $2.68M
RDVY
First Trust Rising Dividend Ac

ETFs
1.65K
+ 0.85%
$57.22 - $63.39 $94.5K - $105K
196K $11.5M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
676
+ 3.34%
$16.57 - $18.85 $11.2K - $12.7K
20.9K $347K
CFG
Citizens Financial Group Inc

Financial Services
26
+ 0.33%
$39.73 - $48.36 $1.03K - $1.26K
8.02K $328K
APAM
Artisan Partners Asset Management Inc.

Financial Services
191
+ 2.52%
$38.51 - $45.32 $7.36K - $8.66K
7.76K $303K
TDIV
First Trust Nasdaq Technology

ETFs
32
+ 0.64%
$73.39 - $83.95 $2.35K - $2.69K
5K $367K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
460
+ 1.18%
$5.91 - $6.78 $2.72K - $3.12K
39.5K $233K
MSFT
Microsoft Corp

Technology
4.51K
+ 12.1%
$375.39 - $447.2 $1.69M - $2.02M
41.8K $15.7M
SNPS
Synopsys Inc

Technology
15
+ 2.63%
$428.58 - $551.54 $6.43K - $8.27K
586 $251K
FXL
First Tr Exchange Traded Fd Fi

ETFs
167
+ 5.51%
$131.2 - $160.72 $21.9K - $26.8K
3.2K $422K
IJK
Ishares S&P Midcap 400 Growth

ETFs
79
+ 1.72%
$81.62 - $96.63 $6.45K - $7.63K
4.68K $390K
PKW
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.02%
$109.15 - $120.99 $327 - $363
12.7K $1.43M
FDX
Fedex Corp

Industrials
225
+ 9.66%
$230.33 - $281.53 $51.8K - $63.3K
2.56K $622K
DIS
Walt Disney CO

Communication Services
218
+ 5.08%
$96.87 - $114.0 $21.1K - $24.9K
4.51K $445K
OSK
Oshkosh Corp

Industrials
91
+ 0.21%
$89.56 - $116.4 $8.15K - $10.6K
43K $4.04M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
258
+ 1.47%
$75.47 - $84.24 $19.5K - $21.7K
17.8K $1.37M
PHM
Pultegroup Inc

Consumer Cyclical
1K
+ 4.18%
$101.09 - $118.51 $101K - $119K
25K $2.57M
FPX
First Trust Us Equity Opportun

ETFs
1
+ 0.02%
$106.21 - $143.53 $106 - $144
5.81K $648K
MHK
Mohawk Industries Inc

Consumer Cyclical
909
+ 3.0%
$110.92 - $130.83 $101K - $119K
31.2K $3.56M
PFE
Pfizer Inc

Healthcare
36
+ 0.09%
$25.01 - $27.13 $900 - $977
39.2K $992K
VB
Vanguard Small Cap ETF

ETFs
44
+ 1.45%
$217.89 - $252.64 $9.59K - $11.1K
3.07K $680K
EMN
Eastman Chemical CO

Basic Materials
23
+ 0.15%
$87.05 - $103.47 $2K - $2.38K
15.1K $1.33M
QTEC
First Trust Nasdaq 100 Technol

ETFs
29
+ 0.81%
$173.56 - $210.67 $5.03K - $6.11K
3.62K $627K
ADM
Archer Daniels Midland CO

Consumer Defensive
101
+ 0.45%
$45.22 - $52.17 $4.57K - $5.27K
22.6K $1.09M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
140
+ 5.12%
$211.47 - $267.17 $29.6K - $37.4K
2.88K $607K
AMAT
Applied Materials Inc

Technology
7
+ 0.21%
$145.06 - $195.51 $1.02K - $1.37K
3.26K $473K
KRP
Kimbell Royalty Partners, LP

Energy
514
+ 1.67%
$13.35 - $16.45 $6.86K - $8.46K
31.3K $437K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
2.48K
+ 2.78%
$29.68 - $32.59 $73.7K - $80.9K
91.9K $2.74M
MAR
Marriott International Inc

Consumer Cyclical
5
+ 0.28%
$237.01 - $304.45 $1.19K - $1.52K
1.76K $419K
WHR
Whirlpool Corp

Consumer Cyclical
45
+ 1.45%
$88.58 - $133.14 $3.99K - $5.99K
3.14K $283K
PANW
Palo Alto Networks Inc

Technology
158
+ 1.77%
$167.82 - $208.28 $26.5K - $32.9K
9.07K $1.55M
UPS
United Parcel Service Inc

Industrials
116
+ 2.04%
$109.66 - $136.26 $12.7K - $15.8K
5.81K $639K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
220
+ 0.71%
$408.78 - $448.82 $89.9K - $98.7K
31.4K $13.2M
RF
Regions Financial Corp

Financial Services
470
+ 0.9%
$20.84 - $24.77 $9.79K - $11.6K
52.5K $1.14M
CMA
Comerica Inc

Financial Services
36
+ 0.11%
$56.11 - $68.38 $2.02K - $2.46K
31.7K $1.87M
NVR
Nvr Inc

Consumer Cyclical
18
+ 7.38%
$7062.02 - $8382.63 $127K - $151K
262 $1.9M
DOW
Dow Inc.

Basic Materials
1.06K
+ 3.78%
$34.36 - $41.92 $36.6K - $44.6K
29.2K $1.02M
FV
First Trust Dorsey Wright Focu

ETFs
932
+ 2.33%
$53.91 - $63.03 $50.2K - $58.7K
40.9K $2.24M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
364
+ 1.25%
$51.45 - $58.51 $18.7K - $21.3K
29.6K $1.53M
OXM
Oxford Industries Inc

Consumer Cyclical
26
+ 0.43%
$55.24 - $88.05 $1.44K - $2.29K
6.09K $357K
SPMD
Spdr Portfolio

ETFs
3.3K
+ 3.92%
$50.21 - $57.73 $166K - $191K
87.6K $4.48M
HD
Home Depot, Inc.

Consumer Cyclical
766
+ 4.21%
$347.25 - $424.87 $266K - $325K
18.9K $6.94M
MRK
Merck & Co., Inc.

Healthcare
422
+ 2.18%
$83.01 - $101.02 $35K - $42.6K
19.8K $1.78M
GNTX
Gentex Corp

Consumer Cyclical
20.5K
+ 17.18%
$23.3 - $28.48 $478K - $584K
140K $3.26M
USB
Us Bancorp \De\

Financial Services
4.34K
+ 6.49%
$40.92 - $50.9 $178K - $221K
71.3K $3.01M
WMT
Walmart Inc.

Consumer Defensive
514
+ 0.52%
$84.5 - $105.05 $43.4K - $54K
99K $8.69M
TGT
Target Corp

Consumer Defensive
61
+ 0.84%
$103.65 - $142.5 $6.32K - $8.69K
7.28K $759K
ACN
Accenture PLC

Technology
603
+ 5.7%
$300.91 - $398.25 $181K - $240K
11.2K $3.49M
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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