Ifg Advisory, LLC Portfolio Holdings
Ifg Advisory, LLC
- $1.91 Billion
- Q2 2025
Ifg Advisory, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.91 Billion distributed in 737 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $48.8M, Invesco Qqq Trust, Series 1 with a value of $48.5M, Vanguard Total Stock Market Et with a value of $47.4M, Proshares S&P 500 Dividend Ari with a value of $39.8M, and Dimensional ETF Tr U S Core Eq with a value of $34.6M.
Examining the 13F form we can see an increase of $156M in the current position value, from $1.75B to 1.91B.
Below you can find more details about Ifg Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.91 Billion
ETFs: $1.26 Billion
Technology: $168 Million
Financial Services: $135 Million
Consumer Cyclical: $70.5 Million
Industrials: $58.4 Million
Consumer Defensive: $46.7 Million
Healthcare: $42 Million
Communication Services: $33.6 Million
Other: $66.8 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 737
- Current Value $1.91 Billion
- Prior Value $1.75 Billion
- Filing
- Period Q2 2025
- Filing Date August 04, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 78 stocks
- Additional Purchases 407 stocks
- Sold out of 0 stocks
- Reduced holdings in 204 stocks