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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.92 Million 0.17% of portfolio
59,938
Q1 2025 Added 6.95%
$67.2B
$3.01 Million 0.17% of portfolio
71,285
Q1 2025 Added 6.49%
$0
$2.95 Million 0.17% of portfolio
36,035
Q1 2025 Reduced 18.49%
$0
$2.99 Million 0.17% of portfolio
50,798
Q1 2025 Reduced 16.72%
$562B
$2.96 Million 0.17% of portfolio
5,395
Q1 2025 Added 2.16%
$0
$2.74 Million 0.16% of portfolio
91,863
Q1 2025 Added 2.78%
$0
$2.81 Million 0.16% of portfolio
51,305
Q1 2025 Reduced 38.06%
$23.2B
$2.74 Million 0.16% of portfolio
22,923
Q1 2025 Added 4.51%
$0
$2.88 Million 0.16% of portfolio
197,851
Q1 2025 Reduced 0.38%
$120B
$2.8 Million 0.16% of portfolio
13,872
Q1 2025 Added 6.77%
$157B
$2.85 Million 0.16% of portfolio
9,143
Q1 2025 Reduced 3.54%
$0
$2.72 Million 0.16% of portfolio
33,083
Q1 2025 New
$0
$2.8 Million 0.16% of portfolio
36,911
Q1 2025 Added 11.12%
$0
$2.73 Million 0.16% of portfolio
13,833
Q1 2025 Added 14.28%
$0
$2.85 Million 0.16% of portfolio
52,186
Q1 2025 Added 167.65%
$0
$2.82 Million 0.16% of portfolio
31,650
Q1 2025 Added 3.25%
$62.5B
$2.7 Million 0.15% of portfolio
9,152
Q1 2025 Added 6.46%
$0
$2.57 Million 0.15% of portfolio
4,817
Q1 2025 Reduced 1.37%
$5.14B
$2.57 Million 0.15% of portfolio
32,488
Q1 2025 Reduced 20.87%
$0
$2.59 Million 0.15% of portfolio
51,894
Q1 2025 Added 1,038.78%
$160B
$2.6 Million 0.15% of portfolio
33,214
Q1 2025 Reduced 0.34%
$0
$2.65 Million 0.15% of portfolio
106,121
Q1 2025 Added 9.95%
$23.9B
$2.57 Million 0.15% of portfolio
24,976
Q1 2025 Added 4.18%
$21.7B
$2.68 Million 0.15% of portfolio
29,200
Q1 2025 Added 22.21%
$0
$2.55 Million 0.15% of portfolio
13,390
Q1 2025 Added 44.84%
$70.9B
$2.62 Million 0.15% of portfolio
32,726
Q1 2025 Added 1.32%
$0
$2.59 Million 0.15% of portfolio
26,889
Q1 2025 Added 10.82%
$0
$2.59 Million 0.15% of portfolio
58,854
Q1 2025 Reduced 0.33%
$9.51B
$2.56 Million 0.15% of portfolio
41,685
Q1 2025 Added 5.35%
$0
$2.71 Million 0.15% of portfolio
66,482
Q1 2025 Reduced 1.57%
$223B
$2.62 Million 0.15% of portfolio
22,459
Q1 2025 Added 8.96%
$0
$2.46 Million 0.14% of portfolio
105,258
Q1 2025 Reduced 39.61%
$0
$2.47 Million 0.14% of portfolio
11,126
Q1 2025 Reduced 0.08%
$0
$2.47 Million 0.14% of portfolio
60,282
Q1 2025 Added 10.81%
$55.5B
$2.43 Million 0.14% of portfolio
130,667
Q1 2025 Added 19.55%
$0
$2.42 Million 0.14% of portfolio
9,888
Q1 2025 Added 4.11%
$0
$2.51 Million 0.14% of portfolio
42,173
Q1 2025 Added 6.47%
$95.7B
$2.37 Million 0.14% of portfolio
7,189
Q1 2025 Added 9.4%
$54B
$2.4 Million 0.14% of portfolio
58,363
Q1 2025 Reduced 0.17%
$46B
$2.33 Million 0.13% of portfolio
32,223
Q1 2025 Added 16.57%
$0
$2.2 Million 0.13% of portfolio
90,198
Q1 2025 Added 0.19%
$0
$2.24 Million 0.13% of portfolio
40,874
Q1 2025 Added 2.33%
$1.31B
$2.35 Million 0.13% of portfolio
46,444
Q1 2025 Added 4.91%
$284B
$2.24 Million 0.13% of portfolio
4,286
Q1 2025 Added 1.49%
$131B
$2.36 Million 0.13% of portfolio
7,730
Q1 2025 Reduced 5.06%
$92.6B
$2.31 Million 0.13% of portfolio
68,317
Q1 2025 Added 19.66%
$49.7B
$2.28 Million 0.13% of portfolio
9,954
Q1 2025 Added 7.66%
$323B
$2.16 Million 0.12% of portfolio
16,340
Q1 2025 Added 4.8%
$0
$2.04 Million 0.12% of portfolio
46,055
Q1 2025 Reduced 1.98%

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
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