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
TJX
Tjx Companies Inc

Consumer Cyclical
228
+ 2.2%
$119.13 - $135.03 $27.2K - $30.8K
10.6K $1.31M
GAL
Ssga Active ETF Tr

ETFs
5
+ 0.02%
$41.46 - $47.0 $207 - $235
21K $984K
BNDX
Vanguard Total International B

ETFs
807
+ 9.99%
$48.77 - $49.55 $39.4K - $40K
8.89K $439K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
319
+ 4.19%
$116.93 - $119.39 $37.3K - $38.1K
7.93K $944K
APAM
Artisan Partners Asset Management Inc.

Financial Services
62
+ 0.8%
$33.85 - $44.55 $2.1K - $2.76K
7.82K $346K
SPVM
Invesco S&P 500 Value With Mom

ETFs
188
+ 1.45%
$50.71 - $59.78 $9.53K - $11.2K
13.2K $788K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
178
+ 3.21%
$45.98 - $56.15 $8.18K - $9.99K
5.73K $321K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
859
+ 16.82%
$43.65 - $45.44 $37.5K - $39K
5.97K $271K
FSK
Fs Kkr Capital Corp

Financial Services
2.84K
+ 3.24%
$17.95 - $21.5 $50.9K - $61K
90.4K $1.87M
MDLZ
Mondelez International, Inc.

Consumer Defensive
625
+ 21.06%
$63.54 - $68.5 $39.7K - $42.8K
3.59K $242K
VRT
Vertiv Holdings CO

Industrials
452
+ 10.79%
N/A
4.64K $402K
F
Ford Motor CO

Consumer Cyclical
2.09K
+ 11.79%
$8.69 - $10.85 $18.2K - $22.7K
19.8K $215K
CASS
Cass Information Systems Inc

Industrials
657
+ 1.33%
$39.19 - $44.2 $25.7K - $29K
49.9K $2.17M
GAA
Cambria Global Asset Allocatio

ETFs
377
+ 2.05%
$27.18 - $30.55 $10.2K - $11.5K
18.8K $574K
GWW
W.W. Grainger, Inc.

Industrials
7
+ 1.23%
$919.93 - $1101.66 $6.44K - $7.71K
574 $597K
RLY
Ssga Active ETF Tr

ETFs
798
+ 3.59%
$25.82 - $29.59 $20.6K - $23.6K
23K $669K
MLM
Martin Marietta Materials Inc

Basic Materials
11
+ 2.55%
$452.51 - $568.19 $4.98K - $6.25K
442 $242K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
639
+ 10.28%
$48.48 - $50.99 $31K - $32.6K
6.86K $349K
FBT
First Trust Nyse Arca Biotechn

ETFs
343
+ 14.78%
$145.67 - $165.99 $50K - $56.9K
2.66K $429K
VFH
Vanguard Financial ETF

ETFs
1
+ 0.02%
$104.87 - $127.3 $105 - $127
4.48K $570K
STAG
Stag Industrial, Inc.

Real Estate
923
+ 9.38%
$30.08 - $37.02 $27.8K - $34.2K
10.8K $390K
FDVV
Fidelity High Dividend ETF

ETFs
91
+ 0.76%
$43.6 - $52.02 $3.97K - $4.73K
12K $626K
DUK
Duke Energy Corp

Utilities
1.5K
+ 4.13%
$112.46 - $124.05 $168K - $185K
37.7K $4.44M
CUBE
Cube Smart

Real Estate
817
+ 9.46%
$35.88 - $43.68 $29.3K - $35.7K
9.45K $401K
PLD
Prologis, Inc.

Real Estate
434
+ 22.62%
$89.76 - $112.34 $39K - $48.8K
2.35K $247K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.4K
+ 3.51%
$16.93 - $17.81 $23.7K - $24.9K
41.3K $734K
UCBI
United Community Banks Inc

Financial Services
1.13K
+ 8.23%
N/A
14.9K $434K
ISRG
Intuitive Surgical Inc

Healthcare
9
+ 1.68%
$451.58 - $565.94 $4.06K - $5.09K
544 $295K
EMB
Ishares Tr

ETFs
281
+ 12.68%
$86.54 - $92.62 $24.3K - $26K
2.5K $231K
EEMV
Ishares Msci Emerging Markets

ETFs
180
+ 4.61%
$54.12 - $62.8 $9.74K - $11.3K
4.08K $256K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
124
+ 1.72%
$37.51 - $45.52 $4.65K - $5.64K
7.32K $331K
GAB
Gabelli Equity Trust Inc

Financial Services
3.3K
+ 11.71%
$4.97 - $5.87 $16.4K - $19.4K
31.5K $183K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
875
+ 11.6%
$50.47 - $54.75 $44.2K - $47.9K
8.42K $441K
RNST
Renasant Corp

Financial Services
3
+ 0.02%
$27.68 - $36.52 $83 - $110
13.3K $478K
IDV
Ishares Tr

ETFs
50
+ 0.7%
$27.79 - $34.84 $1.39K - $1.74K
7.19K $248K
UPS
United Parcel Service Inc

Industrials
778
+ 13.39%
$91.92 - $110.2 $71.5K - $85.7K
6.59K $664K
RIGS
Riverfront Strategic Income Fd

ETFs
937
+ 4.46%
$22.2 - $23.41 $20.8K - $21.9K
22K $510K
PAYX
Paychex Inc

Industrials
367
+ 11.67%
$137.01 - $159.78 $50.3K - $58.6K
3.51K $510K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.33K
+ 13.26%
$18.94 - $21.67 $25.1K - $28.8K
11.3K $239K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
819
+ 0.74%
$102.02 - $103.5 $83.6K - $84.8K
111K $11.4M
WM
Waste Management Inc

Industrials
118
+ 9.06%
$216.47 - $242.1 $25.5K - $28.6K
1.42K $324K
FICS
First Tr Exchange Traded Fd Vi

ETFs
61
+ 0.84%
$33.47 - $40.22 $2.04K - $2.45K
7.33K $288K
DFSD
Dimensional ETF Tr Short Durat

ETFs
320
+ 2.85%
$47.09 - $48.01 $15.1K - $15.4K
11.6K $554K
KMI
Kinder Morgan, Inc.

Energy
342
+ 2.57%
$25.21 - $29.4 $8.62K - $10.1K
13.6K $400K
PGR
Progressive Corp

Financial Services
148
+ 12.33%
$255.27 - $288.74 $37.8K - $42.7K
1.35K $359K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
5
+ 0.11%
$103.88 - $123.68 $519 - $618
4.5K $556K
DOV
Dover Corp

Industrials
23
+ 1.34%
$151.14 - $186.7 $3.48K - $4.29K
1.74K $318K
RWO
Spdr Dow Jones Global Real Est

ETFs
144
+ 0.65%
$38.85 - $45.0 $5.59K - $6.48K
22.2K $978K
CRM
Salesforce, Inc.

Technology
14
+ 0.62%
$236.26 - $291.15 $3.31K - $4.08K
2.28K $621K
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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