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
IWR
Ishares Russell Mid Cap ETF

ETFs
2.56K
New
$87.25 - $95.52 $223K - $244K
2.56K $226K
BIIB
Biogen Inc.

Healthcare
1.47K
New
$146.47 - $191.55 $215K - $282K
1.47K $224K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.61K
New
$77.25 - $91.3 $201K - $238K
2.61K $222K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.05K
New
$104.59 - $118.05 $215K - $242K
2.05K $222K
CW
Curtiss Wright Corp

Industrials
624
New
$335.08 - $389.49 $209K - $243K
624 $221K
WFC
Wells Fargo & Company

Financial Services
3.15K
New
$54.98 - $77.35 $173K - $243K
3.15K $220K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.56K
New
$48.33 - $49.08 $220K - $224K
4.56K $220K
DLR
Digital Realty Trust, Inc.

Real Estate
1.25K
New
$156.46 - $195.69 $195K - $244K
1.25K $220K
CLH
Clean Harbors Inc

Industrials
960
New
$228.61 - $263.39 $219K - $253K
960 $220K
MKL
Markel Corp

Financial Services
127
New
$1542.01 - $1785.11 $196K - $227K
127 $219K
BWA
Borgwarner Inc

Consumer Cyclical
6.92K
New
$31.48 - $35.49 $218K - $245K
6.92K $219K
TMO
Thermo Fisher Scientific Inc.

Healthcare
419
New
$501.29 - $612.85 $210K - $257K
419 $217K
IWY
Ishares Tr Russell 200 Growth

ETFs
924
New
$216.72 - $244.71 $200K - $226K
924 $217K
GDDY
Go Daddy Inc.

Technology
1.1K
New
$153.16 - $209.03 $168K - $230K
1.1K $217K
MAIN
Main Street Capital Corp

Financial Services
3.62K
New
$49.95 - $58.58 $181K - $212K
3.62K $212K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
4.36K
New
$47.66 - $51.97 $208K - $227K
4.36K $212K
FIBK
First Interstate Bancsystem Inc

Financial Services
6.54K
New
$29.32 - $35.47 $192K - $232K
6.54K $212K
CHWY
Chewy, Inc.

Consumer Cyclical
6.3K
New
$26.51 - $35.87 $167K - $226K
6.3K $210K
PLD
Prologis, Inc.

Real Estate
1.92K
New
$101.4 - $126.96 $195K - $244K
1.92K $202K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
4.56K
New
$44.21 - $46.46 $201K - $212K
4.56K $202K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.64K
New
$119.61 - $136.3 $196K - $223K
1.64K $202K
VCR
Vanguard Consumer Discretionar

ETFs
536
New
$328.51 - $401.37 $176K - $215K
536 $201K
XT
Ishares Tr Exponential Technol

ETFs
3.38K
New
$58.7 - $62.72 $198K - $212K
3.38K $201K
C
Citigroup Inc

Financial Services
2.84K
New
$61.31 - $72.5 $174K - $206K
2.84K $200K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.3K
New
N/A
2.3K $197K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
8.55K
New
N/A
8.55K $166K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
15K
New
$10.26 - $11.26 $154K - $169K
15K $156K
ORCC
Owl Rock Capital Corp

Financial Services
10.9K
New
N/A
10.9K $146K
NU
Nu Holdings Ltd.

Financial Services
11K
New
$10.24 - $15.89 $113K - $175K
11K $113K
IEP
Icahn Enterprises L.P.

Industrials
10K
New
$8.67 - $15.49 $86.7K - $155K
10K $86K
HYHG
Proshares High Yield Interest

ETFs
540
New
$64.27 - $65.97 $34.7K - $35.6K
540 $35K
ILCG
Ishares Morningstar Growth ETF
3.89K
New
N/A
3.89K $0
Capital Grp Fixed Incm ETF T
12.6K
New
N/A
12.6K $0
Wells Fargo CO New
211
New
N/A
211 $0
Lam Research Corp
3.29K
New
N/A
3.29K $0
Kenvue Inc
10.8K
New
N/A
10.8K $0
Northern Lts Fd Tr Iv
2.14K
New
N/A
2.14K $0
Fidelity Covington Trust
11.2K
New
N/A
11.2K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
13.2K
New
N/A
13.2K $0
Linde PLC
511
New
N/A
511 $0
Dimensional ETF Trust
21.9K
New
N/A
21.9K $0
Canadian Pacific Kansas City
4.47K
New
N/A
4.47K $0
Amplify ETF Tr
9.76K
New
N/A
9.76K $0
UHALB
Amerco Com Ser N
6K
New
N/A
6K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
30.9K
New
N/A
30.9K $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
9.43K
New
N/A
9.43K $0
Bank America Corp
233
New
N/A
233 $0
Te Connectivity PLC
4.26K
New
N/A
4.26K $0
Vanguard Mun Bd Fds
2.6K
New
N/A
2.6K $0
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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