Ifg Advisory, LLC Portfolio Holdings
Ifg Advisory, LLC
- $1.75 Billion
- Q4 2024
Ifg Advisory, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.75 Billion distributed in 672 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 $47.9M, Invesco Qqq Trust, Series 1 with a value of $43.9M, Spdr S&P 500 ETF Trust with a value of $43.6M, Apple Inc. with a value of $38.6M, and Proshares S&P 500 Dividend Ari with a value of $38.4M.
Examining the 13F form we can see an increase of $208M in the current position value, from $1.54B 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: $142 Million
Financial Services: $119 Million
Consumer Cyclical: $70.6 Million
Industrials: $59.4 Million
Consumer Defensive: $40 Million
Healthcare: $35.9 Million
Communication Services: $35 Million
Other: $58.8 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 672
- Current Value $1.75 Billion
- Prior Value $1.54 Billion
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 305 stocks
- Additional Purchases 204 stocks
- Sold out of 0 stocks
- Reduced holdings in 144 stocks