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
MCD
Mcdonalds Corp

Consumer Cyclical
442
+ 8.03%
$279.74 - $321.29 $124K - $142K
5.95K $1.86M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.49K
+ 39.74%
$120.29 - $134.6 $300K - $335K
8.76K $1.07M
MUB
Ishares National Muni Bond ETF

ETFs
2.56K
+ 14.76%
$104.71 - $107.69 $268K - $275K
19.9K $2.1M
XLC
Select Sector Spdr Tr Communic

ETFs
2.63K
+ 10.82%
$94.84 - $105.31 $249K - $276K
26.9K $2.59M
DE
Deere & CO

Industrials
341
+ 18.27%
$408.57 - $509.27 $139K - $174K
2.21K $1.04M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.8K
+ 23.83%
$81.83 - $82.73 $229K - $232K
14.6K $1.21M
VIG
Vanguard Dividend Appreciation

ETFs
1.32K
+ 2.73%
N/A
49.6K $9.03M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.96K
+ 31.53%
$49.25 - $50.66 $244K - $251K
20.7K $1.03M
VPU
Vanguard Utilities ETF

ETFs
199
+ 0.74%
$161.24 - $173.33 $32.1K - $34.5K
27.2K $4.65M
PEP
Pepsico Inc

Consumer Defensive
1.69K
+ 14.03%
$142.64 - $156.42 $241K - $265K
13.8K $2.06M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.04K
+ 0.38%
$27.64 - $28.58 $28.6K - $29.6K
276K $7.9M
MPLX
Mplx LP

Energy
1.75K
+ 7.81%
$47.88 - $54.65 $83.8K - $95.7K
24.2K $1.29M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
640
+ 4.03%
$34.58 - $45.97 $22.1K - $29.4K
16.5K $758K
AOR
Ishares Tr Core Growth Allocat

ETFs
3.58K
+ 15.13%
$56.63 - $59.39 $203K - $213K
27.3K $1.57M
V
Visa Inc.

Financial Services
156
+ 3.45%
$306.92 - $362.71 $47.9K - $56.6K
4.68K $1.64M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.56K
+ 6.47%
$57.44 - $59.4 $147K - $152K
42.2K $2.51M
APD
Air Products & Chemicals, Inc.

Basic Materials
555
+ 6.46%
$283.24 - $338.07 $157K - $188K
9.15K $2.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
11.7K
+ 23.37%
$21.75 - $24.28 $254K - $284K
61.7K $1.36M
OMFL
Invesco Exchange Traded Self I

ETFs
11.1K
+ 2.58%
$52.19 - $57.45 $579K - $637K
441K $23.5M
XLG
Invesco Exchange Traded Fd Tr

ETFs
22.1K
+ 10.58%
$45.72 - $51.73 $1.01M - $1.15M
232K $10.7M
XYL
Xylem Inc.

Industrials
989
+ 4.51%
$114.02 - $132.04 $113K - $131K
22.9K $2.74M
QCOM
Qualcomm Inc

Technology
1.26K
+ 5.38%
$151.94 - $175.86 $191K - $221K
24.6K $3.78M
CGUS
Capital Group Core Equity ETF
6.27K
+ 57.54%
$33.08 - $36.62 $207K - $230K
17.2K $573K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
384
+ 0.74%
$78.97 - $85.82 $30.3K - $33K
52.1K $4.32M
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.2K
+ 33.45%
$24.91 - $29.02 $278K - $324K
44.6K $1.12M
CGCP
Capital Group Core Plus Income

ETFs
7.78K
+ 20.57%
$21.94 - $22.64 $171K - $176K
45.6K $1.02M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
9.6K
+ 9.95%
$24.66 - $26.1 $237K - $251K
106K $2.65M
BDX
Becton Dickinson & CO

Healthcare
708
+ 7.66%
$222.79 - $249.08 $158K - $176K
9.95K $2.28M
PAYX
Paychex Inc

Industrials
973
+ 44.82%
$136.06 - $154.52 $132K - $150K
3.14K $485K
FNDX
Schwab Fundamental U S Large C

ETFs
7.55K
+ 46.1%
$23.03 - $25.01 $174K - $189K
23.9K $564K
MA
Mastercard Inc

Financial Services
114
+ 2.16%
$504.67 - $576.31 $57.5K - $65.7K
5.4K $2.96M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.52K
+ 25.06%
$89.18 - $104.04 $225K - $262K
12.6K $1.15M
CMCSA
Comcast Corp

Communication Services
5.85K
+ 6.53%
$33.19 - $38.23 $194K - $224K
95.4K $3.52M
GE
General Electric CO

Industrials
281
+ 9.73%
$168.59 - $212.13 $47.4K - $59.6K
3.17K $634K
CGGO
Capital Group Global Growth Eq

ETFs
5.39K
+ 40.17%
$28.33 - $30.84 $153K - $166K
18.8K $532K
WES
Western Midstream Partners, LP

Energy
2.96K
+ 46.73%
$37.87 - $42.89 $112K - $127K
9.29K $380K
BSX
Boston Scientific Corp

Healthcare
448
+ 6.01%
$89.38 - $106.18 $40K - $47.6K
7.9K $796K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
9.42K
+ 14.4%
$46.12 - $52.9 $435K - $499K
74.9K $3.48M
MCHI
Ishares Msci China ETF

ETFs
74
+ 0.47%
$43.71 - $58.65 $3.23K - $4.34K
15.8K $857K
CASS
Cass Information Systems Inc

Industrials
114
+ 0.23%
$38.87 - $45.08 $4.43K - $5.14K
49.3K $2.13M
BAC
Bank Of America Corp

Financial Services
4.58K
+ 14.24%
$39.61 - $47.74 $181K - $219K
36.8K $1.53M
DHR
Danaher Corp

Healthcare
729
+ 48.99%
$201.62 - $250.59 $147K - $183K
2.22K $454K
CTVA
Corteva, Inc.

Basic Materials
998
+ 12.05%
$55.94 - $66.15 $55.8K - $66K
9.28K $584K
VT
Vanguard Total World Stk Index

ETFs
985
+ 39.35%
$115.08 - $123.97 $113K - $122K
3.49K $404K
UNH
Unitedhealth Group Inc

Healthcare
63
+ 1.49%
$461.52 - $548.18 $29.1K - $34.5K
4.29K $2.24M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4.42K
+ 5.77%
$48.02 - $53.02 $212K - $234K
81K $4.01M
NBTB
Nbt Bancorp Inc

Financial Services
3.84K
+ 29.12%
$42.51 - $49.14 $163K - $189K
17K $730K
GD
General Dynamics Corp

Industrials
304
+ 15.18%
$241.94 - $272.58 $73.5K - $82.9K
2.31K $628K
CGXU
Capital Group Intl Focus Equit

ETFs
4.12K
+ 41.86%
$24.48 - $26.59 $101K - $110K
14K $341K
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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