Ifg Advisory, LLC New Holdings in Q4 2024

Ifg Advisory, LLC

  • $1.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EPS
Wisdomtree U.S. Largecap Fund

ETFs
5.81K
New
$59.58 - $63.93 $346K - $371K
5.81K $355K
WHR
Whirlpool Corp

Consumer Cyclical
3.1K
New
$99.28 - $124.45 $307K - $385K
3.1K $354K
HAL
Halliburton CO

Energy
13K
New
$25.77 - $31.99 $334K - $414K
13K $352K
CFG
Citizens Financial Group Inc

Financial Services
8K
New
$39.92 - $48.46 $319K - $387K
8K $349K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
6.98K
New
$49.25 - $53.57 $344K - $374K
6.98K $344K
IFRA
Ishares Tr

ETFs
7.42K
New
$45.94 - $51.71 $341K - $384K
7.42K $343K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
3.93K
New
$84.34 - $95.14 $331K - $373K
3.93K $342K
DHR
Danaher Corp

Healthcare
1.49K
New
$226.16 - $274.52 $337K - $408K
1.49K $341K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.58K
New
$74.5 - $78.37 $341K - $359K
4.58K $341K
IWS
Ishares Russell Midcap Value E

ETFs
2.61K
New
$128.08 - $140.32 $334K - $366K
2.61K $337K
NOW
Service Now, Inc.

Technology
317
New
$867.18 - $1148.42 $275K - $364K
317 $336K
COP
Conocophillips

Energy
3.39K
New
$95.12 - $114.72 $323K - $389K
3.39K $336K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.55K
New
$55.73 - $66.16 $309K - $367K
5.55K $334K
EOG
Eog Resources Inc

Energy
2.72K
New
$118.22 - $136.54 $322K - $372K
2.72K $333K
BTI
British American Tobacco P.L.C.

Consumer Defensive
9.12K
New
$34.25 - $37.94 $312K - $346K
9.12K $331K
FTSL
First Trust Senior Ln Fund

ETFs
7.12K
New
$45.9 - $46.48 $327K - $331K
7.12K $329K
IXC
Ishares Tr Global Energy ETF

ETFs
8.59K
New
$36.95 - $43.06 $318K - $370K
8.59K $328K
VRT
Vertiv Holdings CO

Industrials
3.76K
New
N/A
3.76K $325K
APAM
Artisan Partners Asset Management Inc.

Financial Services
7.57K
New
$41.74 - $49.17 $316K - $372K
7.57K $325K
STAG
Stag Industrial, Inc.

Real Estate
9.61K
New
$33.22 - $39.1 $319K - $376K
9.61K $324K
PSX
Phillips 66

Energy
2.84K
New
$110.35 - $138.93 $314K - $395K
2.84K $323K
PAVE
Global X Fds Us Infrastructure

ETFs
8.01K
New
$40.41 - $45.95 $324K - $368K
8.01K $323K
SPG
Simon Property Group Inc

Real Estate
1.88K
New
$167.23 - $183.84 $314K - $345K
1.88K $323K
POOL
Pool Corp

Industrials
948
New
$339.32 - $390.03 $322K - $370K
948 $323K
WRB
Berkley W R Corp

Financial Services
5.51K
New
$56.48 - $64.94 $311K - $358K
5.51K $322K
VLUE
Ishares Msci Usa Value Factor

ETFs
3.02K
New
$104.01 - $115.38 $314K - $348K
3.02K $318K
DOV
Dover Corp

Industrials
1.69K
New
$184.72 - $206.51 $312K - $349K
1.69K $316K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
6.63K
New
$47.65 - $48.6 $316K - $322K
6.63K $316K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
40.1K
New
$7.83 - $8.16 $314K - $327K
40.1K $315K
PSA
Public Storage

Real Estate
1.05K
New
$289.33 - $360.21 $304K - $378K
1.05K $314K
WELL
Welltower Inc.

Real Estate
2.48K
New
$123.11 - $139.3 $305K - $345K
2.48K $312K
GPN
Global Payments Inc

Industrials
2.78K
New
$97.57 - $119.38 $272K - $332K
2.78K $311K
ISRG
Intuitive Surgical Inc

Healthcare
595
New
$471.27 - $550.62 $280K - $328K
595 $310K
PAYX
Paychex Inc

Industrials
2.17K
New
$135.86 - $148.73 $295K - $323K
2.17K $304K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
5.87K
New
$50.81 - $51.59 $298K - $303K
5.87K $300K
RSG
Republic Services, Inc.

Industrials
1.49K
New
$198.0 - $218.75 $294K - $325K
1.49K $299K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
7.38K
New
$40.41 - $45.12 $298K - $333K
7.38K $298K
D
Dominion Energy, Inc

Utilities
5.48K
New
$52.63 - $60.92 $288K - $334K
5.48K $294K
VT
Vanguard Total World Stk Index

ETFs
2.5K
New
$117.09 - $123.07 $293K - $308K
2.5K $294K
VICI
Vici Properties Inc.

Real Estate
10K
New
$28.27 - $33.19 $283K - $332K
10K $292K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
659
New
$338.38 - $446.21 $223K - $294K
659 $286K
PGR
Progressive Corp

Financial Services
1.2K
New
$239.6 - $268.88 $286K - $321K
1.2K $286K
TIP
Ishares Tr Tips Bd ETF

ETFs
2.68K
New
$106.33 - $110.69 $285K - $296K
2.68K $285K
SPTS
Spdr Portfolio Short Term Trea

ETFs
9.73K
New
$28.88 - $29.33 $281K - $285K
9.73K $282K
NXPI
Nxp Semiconductors N.V.

Technology
1.34K
New
$207.27 - $255.58 $278K - $342K
1.34K $278K
SNPS
Synopsys Inc

Technology
571
New
$485.36 - $588.0 $277K - $336K
571 $277K
AIG
American International Group, Inc.

Financial Services
3.81K
New
$70.0 - $79.22 $267K - $302K
3.81K $277K
JSML
Janus Detroit Str Tr Henderson

ETFs
4.19K
New
$63.67 - $73.6 $267K - $308K
4.19K $274K
DHI
Horton D R Inc

Consumer Cyclical
1.96K
New
$137.24 - $194.56 $268K - $381K
1.96K $273K
Activity Summary
Buys All Purchases 509 New Holdings 305 Increased Positions 204 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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