Ifg Advisory, LLC Portfolio Holdings
Ifg Advisory, LLC
- $1.75 Billion
- Q1 2025
Ifg Advisory, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.75 Billion distributed in 692 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $43.6M, Spdr S&P 500 ETF Trust with a value of $43M, Proshares S&P 500 Dividend Ari with a value of $40.4M, Invesco Qqq Trust, Series 1 with a value of $39.8M, and Apple Inc. with a value of $36.3M.
Examining the 13F form we can see an decrease of $917K in the current position value, from $1.75B to 1.75B.
Below you can find more details about Ifg Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.75 Billion
ETFs: $1.17 Billion
Technology: $135 Million
Financial Services: $124 Million
Consumer Cyclical: $64.2 Million
Industrials: $51.8 Million
Consumer Defensive: $46.1 Million
Healthcare: $44.6 Million
Communication Services: $33.8 Million
Other: $63.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 692
- Current Value $1.75 Billion
- Prior Value $1.75 Billion
- Filing
- Period Q1 2025
- Filing Date May 08, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 57 stocks
- Additional Purchases 362 stocks
- Sold out of 0 stocks
- Reduced holdings in 194 stocks