Ifg Advisory, LLC Sells in Q1 2025

Ifg Advisory, LLC

  • $1.75 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FTC
First Tr Lge Cap Growth

ETFs
-1.46K
- 32.14%
$127.87 - $148.89 $187K - $218K
3.09K $405K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-2.62K
- 35.21%
$69.69 - $79.99 $183K - $210K
4.83K $344K
IYH
Ishares Tr

ETFs
-4.53K
- 19.85%
$58.32 - $62.76 $264K - $285K
18.3K $1.11M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-67
- 1.37%
$522.96 - $601.18 $35K - $40.3K
4.82K $2.57M
EFV
Msci Eafe Value ETF

ETFs
-10.2K
- 16.72%
$51.88 - $60.73 $529K - $619K
50.8K $2.99M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.25K
- 16.95%
$120.24 - $134.3 $150K - $167K
6.11K $744K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-8.03K
- 27.93%
$22.83 - $23.75 $183K - $191K
20.7K $477K
EMR
Emerson Electric CO

Industrials
-806
- 11.35%
$108.64 - $131.17 $87.6K - $106K
6.3K $690K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-35
- 0.6%
$165.25 - $224.62 $5.78K - $7.86K
5.8K $962K
META
Meta Platforms, Inc.

Communication Services
-134
- 1.65%
$576.36 - $736.67 $77.2K - $98.7K
7.97K $4.59M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.94K
- 9.65%
$54.25 - $57.64 $159K - $169K
27.5K $1.51M
AMD
Advanced Micro Devices Inc

Technology
-85
- 1.03%
$96.63 - $129.55 $8.21K - $11K
8.15K $837K
CRM
Salesforce, Inc.

Technology
-4
- 0.18%
$268.36 - $359.95 $1.07K - $1.44K
2.27K $607K
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
-762
- 0.38%
$14.37 - $15.93 $10.9K - $12.1K
198K $2.88M
TFC
Truist Financial Corp

Financial Services
-100
- 0.17%
$39.48 - $48.15 $3.95K - $4.82K
58.4K $2.4M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-996
- 11.4%
$47.25 - $67.02 $47.1K - $66.8K
7.74K $368K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.4K
- 13.56%
$36.64 - $45.76 $51.2K - $63.9K
8.91K $333K
SOXX
Ishares Semiconductor ETF

ETFs
-163
- 5.07%
$188.17 - $235.81 $30.7K - $38.4K
3.05K $573K
CTSH
Cognizant Technology Solutions Corp

Technology
-1.15K
- 1.72%
$75.32 - $90.7 $86.4K - $104K
65.4K $5M
BX
Blackstone Inc.

Financial Services
-95
- 3.17%
$136.53 - $186.74 $13K - $17.7K
2.9K $405K
VO
Vanguard Mid Cap ETF

ETFs
-330
- 7.25%
$251.87 - $277.95 $83.1K - $91.7K
4.22K $1.09M
BA
Boeing CO

Industrials
-545
- 21.02%
$148.15 - $186.25 $80.7K - $102K
2.05K $349K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-1.13K
- 18.75%
$68.32 - $78.49 $76.9K - $88.4K
4.88K $341K
ARCC
Ares Capital Corp

Financial Services
-5.39K
- 11.45%
$21.28 - $23.81 $115K - $128K
41.7K $924K
DFAE
Dimensional ETF Tr

ETFs
-4.54K
- 20.49%
$24.64 - $26.86 $112K - $122K
17.6K $455K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-458
- 3.2%
$58.81 - $68.2 $26.9K - $31.2K
13.9K $828K
CLX
Clorox CO

Consumer Defensive
-114
- 2.0%
$141.76 - $162.89 $16.2K - $18.6K
5.57K $820K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.1K
- 3.88%
$30.73 - $32.26 $64.4K - $67.6K
51.9K $1.6M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-124
- 39.37%
$1187.71 - $1432.58 $147K - $178K
191 $273K
NOW
Service Now, Inc.

Technology
-18
- 5.68%
$783.83 - $1170.39 $14.1K - $21.1K
299 $238K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.7K
- 1.66%
$50.39 - $50.66 $136K - $137K
160K $8.09M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-165
- 13.94%
$307.43 - $357.48 $50.7K - $59K
1.02K $314K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-23
- 0.47%
$168.84 - $202.89 $3.88K - $4.67K
4.88K $857K
ADBE
Adobe Inc.

Technology
-37
- 3.5%
$377.84 - $464.11 $14K - $17.2K
1.02K $391K
TMUS
T Mobile Us, Inc.

Communication Services
-589
- 33.15%
$211.3 - $272.83 $124K - $161K
1.19K $316K
UCBI
United Community Banks Inc

Financial Services
-2.47K
- 15.23%
N/A
13.7K $401K
FSK
Fs Kkr Capital Corp

Financial Services
-150
- 0.17%
$20.47 - $24.06 $3.07K - $3.61K
87.5K $1.83M
LGOV
First Tr ETF Iv Long Duration

ETFs
-5.56K
- 7.47%
$20.41 - $21.7 $113K - $121K
68.8K $1.48M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.36K
- 4.12%
$95.85 - $99.25 $130K - $135K
31.7K $3.13M
IBB
Ishares Biotechnology ETF

ETFs
-372
- 8.29%
$127.9 - $140.56 $47.6K - $52.3K
4.12K $526K
ADSK
Autodesk, Inc.

Technology
-267
- 13.02%
N/A
1.78K $438K
IAI
Ishares Tr Us Broker Dealers &

ETFs
-403
- 21.33%
$134.68 - $159.3 $54.3K - $64.2K
1.49K $208K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-459
- 2.35%
$55.12 - $62.6 $25.3K - $28.7K
19K $1.07M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-194
- 0.33%
$43.63 - $46.01 $8.46K - $8.93K
58.9K $2.59M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.05K
- 7.83%
$71.17 - $73.66 $75K - $77.6K
12.4K $911K
VBK
Vanguard Small Cap Growth ETF

ETFs
-19
- 1.07%
$247.97 - $296.33 $4.71K - $5.63K
1.76K $443K
IWV
Ishares Russell 3000 ETF

ETFs
-28
- 1.03%
$313.1 - $349.83 $8.77K - $9.8K
2.69K $854K
F
Ford Motor CO

Consumer Cyclical
-5.47K
- 23.58%
$9.12 - $10.43 $49.9K - $57.1K
17.7K $177K
GWW
W.W. Grainger, Inc.

Industrials
-10
- 1.73%
$953.54 - $1132.42 $9.54K - $11.3K
567 $560K
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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