Ifg Advisory, LLC New Holdings in Q2 2025

Ifg Advisory, LLC

  • $1.91 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COF
Capital One Financial Corp

Financial Services
36K
New
$150.57 - $212.76 $5.42M - $7.66M
36K $7.66M
DFSV
Dimensional ETF Tr Dimensional

ETFs
108K
New
$24.21 - $29.47 $2.62M - $3.19M
108K $3.18M
STEW
Boulder Growth & Income Fund

Financial Services
161K
New
$15.52 - $17.85 $2.51M - $2.88M
161K $2.85M
AFSM
First Tr Exchange Traded Fd Vi

ETFs
58.5K
New
$24.81 - $29.88 $1.45M - $1.75M
58.5K $1.75M
IOT
Samsara Inc.

Technology
33.9K
New
$33.46 - $47.74 $1.13M - $1.62M
33.9K $1.35M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
18.4K
New
$50.09 - $51.09 $921K - $939K
18.4K $939K
EWW
Ishares Inc Msci Mexico ETF

ETFs
16.3K
New
N/A
16.3K $926K
ALLE
Allegion PLC

Industrials
6.2K
New
$118.52 - $145.64 $735K - $903K
6.2K $893K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
8.5K
New
$72.61 - $88.75 $617K - $754K
8.5K $754K
FTHI
First Trust Exchange Traded Fd

ETFs
20.5K
New
$19.66 - $22.85 $404K - $469K
20.5K $469K
VST
Vistra Corp.

Utilities
2.13K
New
$98.07 - $195.04 $209K - $416K
2.13K $413K
DASH
Door Dash, Inc.

Communication Services
1.58K
New
$163.16 - $246.51 $258K - $389K
1.58K $389K
DNP
Dnp Select Income Fund Inc

Financial Services
37.7K
New
$8.89 - $9.88 $335K - $372K
37.7K $369K
XT
Ishares Tr Exponential Technol

ETFs
5.5K
New
$49.86 - $65.25 $274K - $359K
5.5K $358K
AXON
Axon Enterprise, Inc.

Industrials
432
New
$497.13 - $827.94 $215K - $358K
432 $357K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
4.33K
New
$60.22 - $80.1 $261K - $347K
4.33K $346K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
6.75K
New
$49.98 - $50.26 $337K - $339K
6.75K $338K
AVEM
American Centy ETF Tr Avantis

ETFs
4.87K
New
$53.08 - $68.54 $259K - $334K
4.87K $333K
TDG
Trans Digm Group Inc

Industrials
210
New
$1231.75 - $1520.64 $259K - $319K
210 $319K
COIN
Coinbase Global, Inc.

Technology
888
New
$151.47 - $375.07 $135K - $333K
888 $311K
DLTR
Dollar Tree, Inc.

Consumer Defensive
2.89K
New
$67.22 - $100.51 $194K - $290K
2.89K $286K
ZS
Zscaler, Inc.

Technology
866
New
$174.67 - $315.32 $151K - $273K
866 $271K
TWLO
Twilio Inc

Communication Services
2.15K
New
$81.34 - $124.36 $175K - $267K
2.15K $267K
MCHP
Microchip Technology Inc

Technology
3.8K
New
$35.34 - $71.6 $134K - $272K
3.8K $267K
WWD
Woodward, Inc.

Industrials
1.08K
New
$157.29 - $247.55 $169K - $266K
1.08K $263K
UFPI
Ufp Industries Inc

Basic Materials
2.63K
New
$94.93 - $109.1 $250K - $287K
2.63K $261K
TOST
Toast, Inc.

Technology
5.8K
New
$30.03 - $45.23 $174K - $262K
5.8K $256K
DX
Dynex Capital Inc

Real Estate
20.9K
New
$11.13 - $12.99 $233K - $271K
20.9K $255K
ROIV
Roivant Sciences Ltd.

Healthcare
22.6K
New
$9.08 - $11.62 $205K - $263K
22.6K $254K
PEG
Public Service Enterprise Group Inc

Utilities
2.92K
New
$77.13 - $84.18 $225K - $246K
2.92K $246K
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.83K
New
$23.55 - $27.67 $208K - $244K
8.83K $244K
KIE
Spdr S&P Insurance ETF

ETFs
4.08K
New
$53.63 - $61.12 $219K - $250K
4.08K $243K
DFIC
Dimensional ETF Tr Dimensional

ETFs
7.53K
New
$24.94 - $31.15 $188K - $235K
7.53K $234K
DEW
Wisdomtree Tr Global High Divi

ETFs
4.09K
New
$49.61 - $57.63 $203K - $236K
4.09K $233K
NOC
Northrop Grumman Corp

Industrials
466
New
$456.3 - $540.39 $213K - $252K
466 $232K
BWA
Borgwarner Inc

Consumer Cyclical
6.92K
New
$24.84 - $33.92 $172K - $235K
6.92K $231K
TTWO
Take Two Interactive Software Inc

Communication Services
939
New
$194.58 - $243.05 $183K - $228K
939 $228K
IGRO
Ishares Tr International Divid

ETFs
2.9K
New
$66.32 - $80.17 $192K - $233K
2.9K $228K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.6K
New
$105.2 - $141.69 $168K - $227K
1.6K $226K
TROX
Tronox Holdings PLC

Basic Materials
44K
New
$4.51 - $6.87 $198K - $302K
44K $223K
IMFL
Invesco Ex Tr Self Indx Fd Tr
8K
New
$22.43 - $27.68 $179K - $221K
8K $221K
FTGC
First Trust Global Tactical CO

ETFs
8.87K
New
$23.09 - $25.91 $205K - $230K
8.87K $218K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.39K
New
$32.66 - $40.75 $176K - $220K
5.39K $218K
WEYS
Weyco Group Inc

Consumer Cyclical
6.6K
New
$27.2 - $33.82 $179K - $223K
6.6K $218K
CARR
Carrier Global Corp

Industrials
2.97K
New
$55.55 - $75.83 $165K - $225K
2.97K $217K
IWB
Ishares Tr Russell 1000 ETF

ETFs
638
New
$272.36 - $339.57 $174K - $217K
638 $216K
SMR
Nuscale Power Corp

Industrials
5.38K
New
$12.6 - $43.24 $67.7K - $232K
5.38K $212K
CIX
Compx International Inc

Industrials
7.9K
New
$19.81 - $26.95 $156K - $213K
7.9K $209K
SHOP
Shopify Inc.

Technology
1.81K
New
$76.89 - $115.35 $139K - $209K
1.81K $208K
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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