Ifg Advisory, LLC Incresed Positions in Q2 2025

Ifg Advisory, LLC

  • $1.91 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
110
+ 0.78%
$55.54 - $69.09 $6.11K - $7.6K
14.2K $979K
ETR
Entergy Corp

Utilities
1.41K
+ 29.98%
$79.01 - $86.61 $112K - $122K
6.13K $509K
IWR
Ishares Russell Mid Cap ETF

ETFs
859
+ 24.55%
$74.88 - $91.97 $64.3K - $79K
4.36K $400K
CTSH
Cognizant Technology Solutions Corp

Technology
31
+ 0.05%
$66.47 - $81.81 $2.06K - $2.54K
65.4K $5.1M
ROST
Ross Stores, Inc.

Consumer Cyclical
819
+ 7.26%
$126.62 - $154.26 $104K - $126K
12.1K $1.54M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
877
+ 6.52%
$39.89 - $49.46 $35K - $43.4K
14.3K $708K
CFG
Citizens Financial Group Inc

Financial Services
1.53K
+ 19.06%
$34.27 - $44.75 $52.4K - $68.4K
9.55K $427K
JMEE
J P Morgan Exchange Traded Fd

ETFs
963
+ 8.93%
$49.07 - $59.23 $47.3K - $57K
11.7K $695K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
1.89K
+ 38.98%
$46.39 - $47.84 $87.4K - $90.2K
6.72K $321K
CSX
Csx Corp

Industrials
1.63K
+ 13.54%
$26.69 - $32.91 $43.6K - $53.8K
13.7K $447K
SYK
Stryker Corp

Healthcare
48
+ 1.62%
$337.37 - $395.63 $16.2K - $19K
3.01K $1.19M
HSY
Hershey CO

Consumer Defensive
883
+ 7.57%
$151.29 - $173.13 $134K - $153K
12.5K $2.08M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
180
+ 0.61%
$45.88 - $54.4 $8.26K - $9.79K
29.7K $1.62M
INTU
Intuit Inc

Technology
25
+ 6.46%
$544.07 - $787.63 $13.6K - $19.7K
412 $324K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
2.58K
+ 14.31%
$19.16 - $23.81 $49.4K - $61.4K
20.6K $490K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
29
+ 0.44%
$57.46 - $75.58 $1.67K - $2.19K
6.57K $496K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
2.22K
+ 3.06%
$25.27 - $27.14 $56.1K - $60.3K
74.8K $2.03M
LHX
L3 Harris Technologies, Inc.

Industrials
2
+ 0.1%
$200.21 - $256.99 $400 - $514
1.99K $500K
IWY
Ishares Tr Russell 200 Growth

ETFs
137
+ 11.06%
$187.5 - $246.51 $25.7K - $33.8K
1.38K $339K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
698
+ 2.21%
$96.84 - $99.46 $67.6K - $69.4K
32.3K $3.21M
NOW
Service Now, Inc.

Technology
6
+ 2.01%
$721.65 - $1040.18 $4.33K - $6.24K
305 $313K
MDT
Medtronic PLC

Healthcare
1.92K
+ 5.4%
$80.68 - $88.86 $155K - $170K
37.5K $3.27M
PNC
Pnc Financial Services Group, Inc.

Financial Services
100
+ 2.05%
$149.76 - $186.42 $15K - $18.6K
4.98K $928K
DKL
Delek Logistics Partners, LP

Energy
1.88K
+ 5.46%
$36.04 - $43.76 $67.9K - $82.4K
36.4K $1.56M
CAH
Cardinal Health Inc

Healthcare
1
+ 0.04%
$125.0 - $168.0 $125 - $168
2.33K $391K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
229
+ 2.84%
$73.0 - $85.5 $16.7K - $19.6K
8.3K $697K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
900
+ 3.29%
$36.25 - $42.28 $32.6K - $38.1K
28.2K $1.19M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
2.81K
+ 20.79%
$20.93 - $22.05 $58.8K - $61.9K
16.3K $359K
VALE
Vale S.A.

Basic Materials
7.56K
+ 30.56%
$8.26 - $10.1 $62.4K - $76.3K
32.3K $313K
RSP
Invesco S&P 500 Equal Weight E

ETFs
103
+ 1.91%
$152.93 - $181.74 $15.8K - $18.7K
5.5K $999K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
3.77K
+ 18.01%
$14.97 - $16.79 $56.4K - $63.3K
24.7K $412K
VOE
Vanguard Mid Cap Value Index F

ETFs
353
+ 23.39%
$141.87 - $164.49 $50.1K - $58.1K
1.86K $306K
MAR
Marriott International Inc

Consumer Cyclical
4
+ 0.23%
$211.12 - $274.14 $844 - $1.1K
1.77K $482K
BSX
Boston Scientific Corp

Healthcare
87
+ 1.1%
$89.7 - $107.41 $7.8K - $9.34K
7.99K $857K
SNPS
Synopsys Inc

Technology
24
+ 4.1%
$380.9 - $517.66 $9.14K - $12.4K
610 $312K
FDT
First Trust Developed Markets

ETFs
105
+ 2.08%
$52.2 - $68.76 $5.48K - $7.22K
5.16K $354K
AOS
Smith A O Corp

Industrials
829
+ 3.38%
$59.63 - $70.52 $49.4K - $58.5K
25.4K $1.66M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
846
+ 1.97%
$38.18 - $45.52 $32.3K - $38.5K
43.7K $1.91M
APD
Air Products & Chemicals, Inc.

Basic Materials
617
+ 6.74%
$248.61 - $294.96 $153K - $182K
9.77K $2.76M
LMT
Lockheed Martin Corp

Industrials
41
+ 1.87%
$430.82 - $486.45 $17.7K - $19.9K
2.24K $1.04M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
159
+ 3.29%
$63.36 - $80.23 $10.1K - $12.8K
4.99K $399K
XLE
Energy Sector Spdr

ETFs
2.28K
+ 14.02%
$76.44 - $94.13 $175K - $215K
18.6K $1.57M
VB
Vanguard Small Cap ETF

ETFs
20
+ 0.65%
$193.73 - $237.37 $3.87K - $4.75K
3.09K $732K
PAVE
Global X Fds Us Infrastructure

ETFs
61
+ 0.74%
$33.78 - $43.68 $2.06K - $2.66K
8.35K $363K
GD
General Dynamics Corp

Industrials
20
+ 0.87%
$247.68 - $291.66 $4.95K - $5.83K
2.33K $678K
VIS
Vanguard Industrial ETF

ETFs
48
+ 4.64%
$220.04 - $280.07 $10.6K - $13.4K
1.08K $303K
KO
Coca Cola CO

Consumer Defensive
1.24K
+ 2.65%
$68.37 - $73.9 $84.7K - $91.6K
48K $3.39M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
216
+ 4.82%
$56.88 - $70.77 $12.3K - $15.3K
4.7K $332K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.08K
+ 10.54%
$20.42 - $25.3 $22K - $27.2K
11.3K $285K
Activity Summary
Buys All Purchases 485 New Holdings 78 Increased Positions 407 Sells All Sells 204 Reductions 204 Sold out 0 Options Calls 0 Puts 1
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