Ifg Advisory, LLC Incresed Positions in Q1 2025

Ifg Advisory, LLC

  • $1.75 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
47.6K
+ 29.4%
$69.57 - $78.65 $3.31M - $3.74M
209K $15.8M
DISV
Dimensional ETF Tr Dimensional

ETFs
96.7K
+ 154.52%
$26.09 - $30.21 $2.52M - $2.92M
159K $4.64M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
33.1K
+ 51.78%
$91.76 - $103.26 $3.03M - $3.41M
96.9K $8.97M
IEMG
Ishares Inc

ETFs
48K
+ 52.21%
N/A
140K $7.5M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
47.3K
+ 1038.78%
$48.43 - $49.9 $2.29M - $2.36M
51.9K $2.59M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
9.96K
+ 2.58%
$97.38 - $104.52 $970K - $1.04M
395K $40.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
123
+ 0.51%
$442.66 - $534.52 $54.4K - $65.7K
24.2K $12.9M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.73K
+ 2.04%
$111.19 - $129.47 $192K - $224K
86.6K $11.2M
IGF
Ishares Global Infrastructure

ETFs
32.7K
+ 167.65%
$51.96 - $54.84 $1.7M - $1.79M
52.2K $2.85M
FSIG
First Tr ETF Iv LTD Duration I
92.5K
+ 103.17%
$18.74 - $19.04 $1.73M - $1.76M
182K $3.45M
PULS
Pgim ETF Tr

ETFs
32.9K
+ 33.62%
$49.56 - $49.78 $1.63M - $1.64M
131K $6.51M
PM
Philip Morris International Inc.

Consumer Defensive
1.44K
+ 4.34%
$117.15 - $158.79 $169K - $229K
34.7K $5.5M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
59.2K
+ 15.63%
$29.34 - $31.31 $1.74M - $1.85M
438K $13M
QUAL
Ishares Msci Usa Quality Facto

ETFs
11.6K
+ 15.33%
$168.16 - $186.21 $1.95M - $2.16M
87.3K $14.9M
ABBV
Abb Vie Inc.

Healthcare
880
+ 2.35%
$169.2 - $216.66 $149K - $191K
38.4K $8.05M
MBB
Ishares Tr

ETFs
12.9K
+ 17.15%
$90.37 - $94.08 $1.16M - $1.21M
87.8K $8.24M
FN
Fabrinet

Technology
7.09K
+ 388.71%
$183.66 - $267.24 $1.3M - $1.9M
8.92K $1.76M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
13.7K
+ 16.85%
$91.45 - $91.75 $1.25M - $1.25M
94.8K $8.7M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
22.4K
+ 71.26%
$67.24 - $84.27 $1.51M - $1.89M
53.8K $3.67M
VONG
Vanguard Russell 1000 Growth E

ETFs
15.2K
+ 82.88%
$92.71 - $107.38 $1.41M - $1.63M
33.5K $3.1M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
15.7K
+ 400.48%
$77.33 - $90.16 $1.22M - $1.42M
19.6K $1.54M
NVS
Novartis Ag

Healthcare
10.4K
+ 427.63%
$97.14 - $115.57 $1.01M - $1.21M
12.9K $1.43M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
21.4K
+ 12.33%
$50.48 - $51.04 $1.08M - $1.09M
195K $9.88M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.94K
+ 155.95%
$308.86 - $455.36 $907K - $1.34M
4.82K $1.7M
SO
Southern CO

Utilities
862
+ 0.87%
$80.96 - $92.96 $69.8K - $80.1K
100K $9.22M
DFAX
Dimensional ETF Tr
9.36K
+ 1.61%
$24.45 - $27.2 $229K - $254K
589K $15.4M
XLF
Financial Sector Spdr

ETFs
14.3K
+ 6.99%
$47.32 - $52.19 $678K - $748K
219K $10.9M
EPD
Enterprise Products Partners L.P.

Energy
22.7K
+ 30.3%
$31.75 - $34.14 $720K - $774K
97.5K $3.33M
TD
Toronto Dominion Bank

Financial Services
14.8K
+ 165.03%
$53.12 - $61.15 $786K - $904K
23.8K $1.42M
HSY
Hershey CO

Consumer Defensive
5.4K
+ 86.3%
$144.74 - $186.36 $782K - $1.01M
11.7K $1.99M
XOM
Exxon Mobil Corp

Energy
2.09K
+ 3.47%
$105.44 - $118.93 $220K - $248K
62.3K $7.41M
IEF
Ishares Barclays

ETFs
7.29K
+ 10.21%
$91.17 - $95.39 $665K - $696K
78.7K $7.51M
MCK
Mckesson Corp

Healthcare
1.23K
+ 192.92%
$566.21 - $672.99 $695K - $826K
1.86K $1.25M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
9.75K
+ 28.55%
$68.32 - $75.06 $666K - $732K
43.9K $3.28M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
748
+ 4.8%
$80.53 - $147.57 $60.2K - $110K
16.3K $2.16M
GLD
Spdr Gold Trust

ETFs
177
+ 1.04%
$243.19 - $288.14 $43K - $51K
17.3K $4.98M
FNDF
Schwab Fundamental Intl Large

ETFs
9.52K
+ 5.94%
$32.9 - $37.45 $313K - $356K
170K $6.13M
IVE
Ishares S&P 500 Value ETF

ETFs
4.15K
+ 44.84%
$185.78 - $198.58 $770K - $823K
13.4K $2.55M
ABT
Abbott Laboratories

Healthcare
1.06K
+ 3.31%
$111.1 - $140.22 $118K - $149K
33.1K $4.39M
FNDE
Schwab Fundamental Emerging Mk

ETFs
11.8K
+ 6.03%
$28.11 - $32.0 $332K - $378K
208K $6.39M
DUK
Duke Energy Corp

Utilities
1.74K
+ 5.07%
$105.87 - $121.97 $185K - $213K
36.2K $4.41M
LLY
Eli Lilly & CO

Healthcare
641
+ 20.77%
$725.72 - $929.72 $465K - $596K
3.73K $3.08M
AMT
American Tower Corp

Real Estate
1.06K
+ 7.75%
$173.46 - $217.6 $183K - $230K
14.7K $3.19M
RTX
Raytheon Technologies Corp

Industrials
1.06K
+ 3.41%
$114.1 - $135.66 $121K - $144K
32.1K $4.26M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.96K
+ 1.52%
$126.11 - $135.06 $373K - $400K
198K $25.5M
SPTL
Spdr Portfolio Long Term Treas

ETFs
7.22K
+ 1.72%
$25.54 - $27.64 $184K - $200K
426K $11.6M
GTO
Invesco Actively Managed ETF T

ETFs
9.41K
+ 2.54%
$45.9 - $47.37 $432K - $446K
380K $17.8M
IMO
Imperial Oil LTD

Energy
4.58K
+ 16.57%
$62.41 - $73.34 $286K - $336K
32.2K $2.33M
BP
Bp PLC

Energy
11.2K
+ 19.66%
$29.93 - $35.31 $336K - $396K
68.3K $2.31M
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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