Ifg Advisory, LLC Reduced Holdings in Q3 2025

Ifg Advisory, LLC

  • $2.09 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-97.5K
- 80.81%
$51.16 - $55.21 $4.99M - $5.38M
23.2K $1.28M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-38.4K
- 39.13%
$110.74 - $122.12 $4.25M - $4.69M
59.7K $7.23M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-39.9K
- 72.04%
$82.22 - $96.68 $3.28M - $3.86M
15.5K $1.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-20.4K
- 23.16%
$182.33 - $194.5 $3.72M - $3.97M
67.7K $13.2M
USB
Us Bancorp \De\

Financial Services
-56.8K
- 75.73%
$43.94 - $50.41 $2.5M - $2.86M
18.2K $879K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-74.5K
- 51.06%
$35.42 - $38.65 $2.64M - $2.88M
71.5K $2.72M
MDT
Medtronic PLC

Healthcare
-28.5K
- 75.99%
$87.67 - $95.74 $2.5M - $2.73M
9K $856K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-32.3K
- 8.17%
$101.12 - $106.18 $3.26M - $3.43M
363K $37.4M
STEW
Boulder Growth & Income Fund

Financial Services
-122K
- 75.86%
$17.4 - $18.57 $2.13M - $2.27M
39K $707K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-43.1K
- 13.28%
$49.55 - $52.25 $2.13M - $2.25M
281K $14.7M
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
-39.3K
- 84.81%
$38.66 - $40.82 $1.52M - $1.61M
7.04K $280K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-20.7K
- 43.52%
$72.01 - $74.44 $1.49M - $1.54M
26.9K $1.98M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-30.6K
- 51.67%
$46.97 - $48.89 $1.44M - $1.5M
28.7K $1.4M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-22.2K
- 37.0%
$55.15 - $58.11 $1.23M - $1.29M
37.8K $2.17M
MPLX
Mplx LP

Energy
-20.9K
- 70.3%
$49.42 - $52.71 $1.03M - $1.1M
8.84K $441K
EFG
Msci Eafe Growth ETF

ETFs
-8.68K
- 56.48%
$106.99 - $114.46 $929K - $994K
6.69K $761K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-23.7K
- 11.71%
$62.09 - $66.51 $1.47M - $1.58M
179K $11.7M
NFLX
Netflix Inc

Communication Services
-373
- 14.11%
$1147.87 - $1297.18 $428K - $484K
2.27K $2.72M
EPD
Enterprise Products Partners L.P.

Energy
-24K
- 24.34%
$30.74 - $32.14 $736K - $770K
74.5K $2.33M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-29.3K
- 32.96%
$26.52 - $27.64 $776K - $809K
59.5K $1.64M
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
-74.5K
- 48.21%
$8.41 - $8.94 $627K - $666K
80.1K $698K
IYW
Ishares Dj Us Tech ETF

ETFs
-6.67K
- 23.07%
$171.38 - $197.01 $1.14M - $1.31M
22.2K $4.35M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-13.1K
- 50.91%
$49.05 - $49.99 $642K - $654K
12.6K $628K
K
Kellogg CO

Consumer Defensive
-7.6K
- 61.68%
$76.96 - $82.02 $585K - $623K
4.72K $386K
FSK
Fs Kkr Capital Corp

Financial Services
-369
- 0.41%
$14.93 - $22.48 $5.51K - $8.3K
90K $1.34M
EFV
Msci Eafe Value ETF

ETFs
-11.7K
- 17.68%
$62.79 - $68.42 $736K - $802K
54.6K $3.7M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-11.6K
- 13.53%
$45.6 - $46.92 $527K - $543K
74K $3.45M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-13.7K
- 37.01%
$42.26 - $47.16 $580K - $648K
23.4K $1.08M
VIG
Vanguard Dividend Appreciation

ETFs
-2.56K
- 5.23%
N/A
46.5K $8.46M
SUN
Sunoco LP

Energy
-8.16K
- 59.32%
$48.42 - $55.31 $395K - $451K
5.6K $279K
UBER
Uber Technologies, Inc

Technology
-5.02K
- 46.12%
$86.91 - $99.57 $436K - $499K
5.86K $574K
XLV
Select Sector Spdr Fund Health

ETFs
-3.74K
- 15.23%
$129.01 - $139.72 $482K - $522K
20.8K $2.89M
LLY
Eli Lilly & CO

Healthcare
-436
- 11.53%
$625.65 - $812.69 $273K - $354K
3.35K $2.55M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-4.19K
- 31.6%
$94.11 - $95.78 $394K - $401K
9.07K $867K
UNH
Unitedhealth Group Inc

Healthcare
-1.6K
- 29.45%
$237.77 - $353.61 $381K - $567K
3.84K $1.33M
OMFS
Invesco Exchange Traded Self I

ETFs
-9.22K
- 44.47%
$39.64 - $44.73 $365K - $412K
11.5K $506K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.9K
- 9.43%
$92.18 - $95.14 $360K - $371K
37.5K $3.57M
KO
Coca Cola CO

Consumer Defensive
-1.46K
- 3.04%
$65.67 - $71.67 $95.8K - $105K
46.5K $3.08M
MMM
3 M CO

Industrials
-1.9K
- 28.75%
$144.41 - $160.2 $275K - $305K
4.72K $731K
XLE
Energy Sector Spdr

ETFs
-3.99K
- 21.47%
$84.25 - $91.99 $336K - $367K
14.6K $1.3M
CASS
Cass Information Systems Inc

Industrials
-1.45K
- 2.91%
$39.33 - $46.2 $57.1K - $67.1K
48.5K $1.91M
BSX
Boston Scientific Corp

Healthcare
-1.88K
- 23.49%
$97.03 - $108.14 $182K - $203K
6.11K $596K
AOA
Ishares Tr Core Aggressive All

ETFs
-3.46K
- 31.88%
$82.71 - $88.14 $286K - $305K
7.39K $651K
RHI
Robert Half International Inc.

Industrials
-2.18K
- 9.62%
$33.49 - $43.03 $72.9K - $93.7K
20.4K $694K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-5.97K
- 19.26%
$40.94 - $42.85 $244K - $256K
25K $1.05M
COST
Costco Wholesale Corp

Consumer Defensive
-95
- 4.55%
$915.95 - $994.57 $87K - $94.5K
1.99K $1.84M
DE
Deere & CO

Industrials
-229
- 10.65%
$457.26 - $524.37 $105K - $120K
1.92K $878K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-6.65K
- 28.8%
$42.88 - $49.1 $285K - $326K
16.4K $793K
AMZN
Amazon Com Inc

Consumer Cyclical
-980
- 1.64%
$211.65 - $238.24 $207K - $233K
58.8K $12.9M
Activity Summary
Buys All Purchases 460 New Holdings 68 Increased Positions 392 Sells All Sells 246 Reductions 246 Sold out 0 Options Calls 0 Puts 0
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