Ifg Advisory, LLC New Holdings in Q1 2025

Ifg Advisory, LLC

  • $1.75 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VONV
Vanguard Russell 1000 Value Et

ETFs
35.7K
New
$80.21 - $86.14 $2.86M - $3.08M
35.7K $2.95M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
33.1K
New
$79.96 - $87.71 $2.65M - $2.9M
33.1K $2.72M
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
46.2K
New
$38.5 - $43.78 $1.78M - $2.02M
46.2K $1.9M
GIS
General Mills Inc

Consumer Defensive
26.2K
New
$57.56 - $65.3 $1.51M - $1.71M
26.2K $1.56M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
101K
New
$13.05 - $13.97 $1.31M - $1.41M
101K $1.37M
ITRN
Ituran Location & Control Ltd.

Technology
36.9K
New
$31.47 - $43.91 $1.16M - $1.62M
36.9K $1.34M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
50.4K
New
$24.88 - $26.85 $1.25M - $1.35M
50.4K $1.27M
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
17.4K
New
$68.94 - $90.02 $1.2M - $1.56M
17.4K $1.23M
MSM
Msc Industrial Direct CO Inc

Industrials
14.4K
New
$74.45 - $83.08 $1.07M - $1.2M
14.4K $1.12M
FXI
Ishares Tr

ETFs
25.7K
New
$28.65 - $38.55 $735K - $989K
25.7K $919K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
12.5K
New
$61.9 - $66.89 $773K - $836K
12.5K $793K
HEFA
Ishares Currency Hedged Msci E

ETFs
17.8K
New
$34.83 - $37.52 $619K - $666K
17.8K $644K
GLDM
World Gold Trust

ETFs
9.19K
New
$52.19 - $61.89 $480K - $569K
9.19K $568K
OEF
Ishares S&P 100 ETF

ETFs
2.09K
New
N/A
2.09K $556K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
2.05K
New
$203.38 - $274.79 $417K - $563K
2.05K $420K
LVHI
Franklin International Low Vol

ETFs
12.4K
New
$30.53 - $32.85 $378K - $407K
12.4K $400K
VGSH
Vanguard

ETFs
6.29K
New
$58.07 - $58.69 $365K - $369K
6.29K $369K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
4.54K
New
$78.12 - $83.7 $355K - $380K
4.54K $366K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
21K
New
$15.0 - $15.91 $315K - $334K
21K $326K
LYV
Live Nation Entertainment, Inc.

Communication Services
2.48K
New
$115.79 - $154.66 $287K - $383K
2.48K $323K
WM
Waste Management Inc

Industrials
1.3K
New
$200.54 - $233.78 $261K - $304K
1.3K $301K
FULT
Fulton Financial Corp

Financial Services
16.6K
New
$17.24 - $21.11 $287K - $351K
16.6K $300K
PDI
Pimco Dynamic Income Fund

Financial Services
15.1K
New
$18.51 - $20.05 $279K - $303K
15.1K $298K
CEG
Constellation Energy Corp

Utilities
1.47K
New
$201.63 - $347.44 $297K - $511K
1.47K $296K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
13.5K
New
$21.64 - $22.08 $292K - $298K
13.5K $292K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
5.21K
New
$51.3 - $56.76 $267K - $296K
5.21K $276K
ATI
Allegheny Technologies Inc

Industrials
5.22K
New
$50.0 - $65.86 $261K - $344K
5.22K $271K
ARGX
Argenx Se

Healthcare
450
New
$571.0 - $671.75 $257K - $302K
450 $266K
HYG
Ishares Tr

ETFs
3.18K
New
$78.51 - $80.11 $250K - $255K
3.18K $251K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
4.5K
New
$51.6 - $58.13 $232K - $261K
4.5K $237K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
4.84K
New
$46.18 - $47.84 $223K - $231K
4.84K $229K
SBUX
Starbucks Corp

Consumer Cyclical
2.27K
New
$91.75 - $115.81 $208K - $263K
2.27K $222K
FITB
Fifth Third Bancorp

Financial Services
5.54K
New
$37.48 - $44.96 $208K - $249K
5.54K $217K
VTR
Ventas, Inc.

Real Estate
3.16K
New
$56.9 - $70.47 $180K - $222K
3.16K $217K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
10K
New
$20.2 - $22.24 $202K - $223K
10K $215K
MLM
Martin Marietta Materials Inc

Basic Materials
431
New
$460.39 - $552.64 $198K - $238K
431 $206K
VDC
Vanguard Consumer Staples ETF

ETFs
939
New
$206.54 - $226.16 $194K - $212K
939 $205K
USAC
Usa Compression Partners, LP

Energy
7.5K
New
$23.75 - $29.24 $178K - $219K
7.5K $202K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.97K
New
$56.12 - $68.15 $167K - $202K
2.97K $201K
EMB
Ishares Tr

ETFs
2.22K
New
$88.64 - $92.03 $196K - $204K
2.22K $200K
BRX
Brixmor Property Group Inc.

Real Estate
8.55K
New
N/A
8.55K $194K
MDIV
First Trust Multi Asset Divers

ETFs
10.2K
New
$16.02 - $16.68 $163K - $170K
10.2K $166K
PSEC
Prospect Capital Corp

Financial Services
33.2K
New
$4.1 - $4.45 $136K - $148K
33.2K $136K
WBD
Warner Bros. Discovery, Inc.

Communication Services
10.3K
New
$9.47 - $11.46 $97.4K - $118K
10.3K $110K
LUMN
Lumen Technologies, Inc.

Communication Services
16.3K
New
$3.92 - $5.92 $63.8K - $96.3K
16.3K $63K
ADAP
Adaptimmune Therapeutics PLC

Healthcare
10K
New
$0.2 - $0.65 $2K - $6.5K
10K $2K
Spdr S&P 500 ETF Tr
1.43K
New
N/A
1.43K $0
Annaly Capital Management In
9.87K
New
N/A
9.87K $0
Ishares Bitcoin Trust ETF
6.58K
New
N/A
6.58K $0
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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