Ifg Advisory, LLC Portfolio Holdings
Ifg Advisory, LLC
- $1.54 Billion
- Q3 2024
Ifg Advisory, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.54 Billion distributed in 385 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 $46.2M, Vanguard Index Fds S&P 500 ETF with a value of $42.8M, Spdr S&P 500 ETF Trust with a value of $42.7M, Invesco Qqq Trust, Series 1 with a value of $41.9M, and Proshares S&P 500 Dividend Ari with a value of $40M.
Examining the 13F form we can see an increase of $12.1M in the current position value, from $1.53B to 1.54B.
Below you can find more details about Ifg Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.54 Billion
ETFs: $1.06 Billion
Technology: $113 Million
Financial Services: $103 Million
Consumer Cyclical: $66.9 Million
Industrials: $35.6 Million
Healthcare: $34.5 Million
Consumer Defensive: $31.8 Million
Communication Services: $31 Million
Other: $54.3 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 385
- Current Value $1.54 Billion
- Prior Value $1.53 Billion
- Filing
- Period Q3 2024
- Filing Date October 30, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 18 stocks
- Additional Purchases 198 stocks
- Sold out of 0 stocks
- Reduced holdings in 148 stocks