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
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
11.8K
+ 51.5%
$48.31 - $49.23 $572K - $582K
34.8K $1.71M
XLV
Select Sector Spdr Fund Health

ETFs
2.69K
+ 11.77%
$137.61 - $149.68 $370K - $402K
25.5K $3.73M
XSMO
Invesco S&P Smallcap Momentum

ETFs
10.2K
+ 46.04%
$59.97 - $70.03 $612K - $715K
32.4K $2.03M
SPIB
Spdr Portfolio Intermediate Te

ETFs
14.7K
+ 10.74%
$32.5 - $33.3 $478K - $489K
152K $5.04M
CI
Cigna Corp

Healthcare
618
+ 9.4%
$274.49 - $329.0 $170K - $203K
7.19K $2.37M
MDT
Medtronic PLC

Healthcare
2.12K
+ 6.33%
$79.84 - $94.5 $169K - $200K
35.5K $3.19M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
11.1K
+ 67.65%
$44.41 - $45.98 $494K - $512K
27.6K $1.26M
JPM
Jpmorgan Chase & CO

Financial Services
1.48K
+ 5.23%
$225.19 - $279.95 $332K - $413K
29.7K $7.28M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
3.93K
+ 2.73%
$48.13 - $51.78 $189K - $203K
148K $7.53M
ICE
Intercontinental Exchange, Inc.

Financial Services
455
+ 2.56%
$142.8 - $176.36 $65K - $80.2K
18.3K $3.15M
KR
Kroger CO

Consumer Defensive
4.56K
+ 16.6%
$58.36 - $67.72 $266K - $309K
32K $2.17M
HYD
Vaneck High Yield Muni ETF

ETFs
10.4K
+ 13.43%
$50.79 - $52.53 $526K - $544K
87.5K $4.48M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5.32K
+ 8.65%
$90.0 - $96.32 $479K - $513K
66.9K $6.17M
CGDV
Capital Group Divid Value ETF

ETFs
12.9K
+ 49.26%
$34.95 - $37.36 $451K - $482K
39.1K $1.39M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.48K
+ 1.36%
$100.59 - $103.47 $148K - $153K
110K $11.4M
XLU
Utilities Sector Spdr

ETFs
2.81K
+ 3.78%
$74.7 - $80.27 $210K - $226K
77.3K $6.09M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
10.8K
+ 7.18%
$25.21 - $26.38 $272K - $285K
161K $4.26M
CGGR
Capital Group Growth ETF Shs C

ETFs
15K
+ 61.76%
$33.98 - $39.84 $510K - $598K
39.3K $1.35M
KEYS
Keysight Technologies, Inc.

Technology
4.59K
+ 20.4%
$148.16 - $185.11 $680K - $850K
27.1K $4.06M
OMC
Omnicom Group Inc.

Communication Services
6.89K
+ 15.68%
$79.43 - $88.34 $547K - $608K
50.8K $4.21M
CB
Chubb LTD

Financial Services
522
+ 4.88%
$257.71 - $301.99 $135K - $158K
11.2K $3.39M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
7.74K
+ 9.69%
$44.72 - $46.25 $346K - $358K
87.6K $4.04M
USFR
Wisdomtree Floating Rate Treas

ETFs
7.91K
+ 5.37%
$50.29 - $50.5 $398K - $399K
155K $7.81M
CSCO
Cisco Systems, Inc.

Technology
3.24K
+ 4.06%
$58.74 - $64.87 $190K - $210K
82.9K $5.11M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.62K
+ 84.78%
$97.25 - $104.79 $352K - $379K
7.88K $817K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
41K
+ 41.36%
$8.4 - $9.45 $344K - $387K
140K $1.26M
LVHD
Franklin U.S. Low Volatility H

ETFs
5.88K
+ 10.81%
$37.44 - $41.02 $220K - $241K
60.3K $2.47M
IAU
Ishares Gold Trust

ETFs
2.8K
+ 12.47%
$49.74 - $58.96 $139K - $165K
25.2K $1.49M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
2.46K
+ 43.21%
$110.12 - $124.59 $270K - $306K
8.14K $1.01M
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
7.36K
+ 4.22%
$23.17 - $24.25 $171K - $179K
182K $4.41M
SKYY
First Trust Cloud Computing Et

ETFs
4.17K
+ 92.9%
$102.23 - $131.18 $426K - $547K
8.66K $885K
HAS
Hasbro, Inc.

Consumer Cyclical
2.12K
+ 5.35%
$56.16 - $69.06 $119K - $146K
41.7K $2.56M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.44K
+ 1.36%
$89.27 - $92.9 $128K - $134K
107K $9.88M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.9K
+ 42.85%
$18.36 - $20.51 $273K - $305K
49.5K $979K
DFAI
Dimensional ETF Tr

ETFs
9.05K
+ 36.38%
$28.88 - $32.4 $261K - $293K
33.9K $1.06M
IBM
International Business Machines Corp

Technology
865
+ 21.26%
$217.4 - $264.74 $188K - $229K
4.93K $1.23M
DVY
Ishares Tr

ETFs
1.66K
+ 4.67%
$128.58 - $138.1 $214K - $230K
37.3K $5M
O
Realty Income Corp

Real Estate
3.81K
+ 17.33%
$51.67 - $58.49 $197K - $223K
25.8K $1.49M
HDV
Ishares Core High Dividend ETF

ETFs
502
+ 1.71%
$110.86 - $121.12 $55.7K - $60.8K
29.8K $3.61M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
3.69K
+ 11.12%
$73.11 - $77.43 $270K - $286K
36.9K $2.8M
UBER
Uber Technologies, Inc

Technology
3.56K
+ 83.96%
$63.17 - $81.49 $225K - $290K
7.8K $568K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
12.3K
+ 32.22%
$22.46 - $23.26 $277K - $287K
50.6K $1.17M
CVX
Chevron Corp

Energy
142
+ 1.15%
$146.71 - $167.97 $20.8K - $23.9K
12.4K $2.08M
ENB
Enbridge Inc

Energy
4.1K
+ 7.0%
$41.54 - $45.45 $170K - $186K
62.6K $2.77M
ET
Energy Transfer LP

Energy
21.4K
+ 19.55%
$17.26 - $21.08 $369K - $450K
131K $2.43M
MO
Altria Group, Inc.

Consumer Defensive
2.51K
+ 15.48%
$50.81 - $60.02 $127K - $150K
18.7K $1.12M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
5.35K
+ 7.37%
$40.79 - $42.32 $218K - $226K
78K $3.28M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4.2K
+ 34.36%
$58.32 - $65.09 $245K - $273K
16.4K $987K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.72K
+ 19.49%
$27.01 - $28.54 $236K - $249K
53.5K $1.49M
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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