Ifg Advisory, LLC Portfolio Holdings
Ifg Advisory, LLC
- $2.09 Billion
- Q3 2025
Ifg Advisory, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.09 Billion distributed in 763 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 $60.5M, Invesco Qqq Trust, Series 1 with a value of $52.8M, Vanguard Total Stock Market Et with a value of $47.9M, Apple Inc. with a value of $42.4M, and Dimensional ETF Tr U S Core Eq with a value of $37.5M.
Examining the 13F form we can see an increase of $182M in the current position value, from $1.91B to 2.09B.
Below you can find more details about Ifg Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.09 Billion
ETFs: $1.4 Billion
Technology: $191 Million
Financial Services: $132 Million
Consumer Cyclical: $79.7 Million
Industrials: $63.6 Million
Healthcare: $47 Million
Consumer Defensive: $45.6 Million
Communication Services: $37.7 Million
Other: $67.7 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 763
- Current Value $2.09 Billion
- Prior Value $1.91 Billion
- Filing
- Period Q3 2025
- Filing Date November 12, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 68 stocks
- Additional Purchases 392 stocks
- Sold out of 0 stocks
- Reduced holdings in 246 stocks