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CIK: 0001988547
Total reported value
$58.2M
$58.2M
45 檔
106.2%
During the Q1 2024 filing period, AIFG Consultants Ltd. (CIK: 0001988547) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $58.2M across 45 reported positions.
During Q1 2024, AIFG Consultants Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 9.94% | -0.26% | +1.56% | |
| 2 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 9.89% | -0.43% | EXIT | |
| 3 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 9.74% | -0.36% | -6.72% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 8.31% | -3.87% | -1.13% | |
| 5 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 6.67% | — | — | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 5.70% | -0.14% | +0.47% | |
| 7 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 5.67% | +0.60% | -9.64% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.34% | -0.06% | +1098.98% | |
| 9 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 4.88% | -0.17% | -7.78% | |
| 10 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 4.80% | — | -0.05% | |
| 11 | SDVY | First Trust Smid Cap Rising | ETF-Other | 4.63% | +0.27% | +5.69% | |
| 12 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 4.17% | -0.31% | -1.51% | |
| 13 | XMAR | Ft Vest US Equity Enhance & | ETF-Other | 3.77% | — | -4.54% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 2.69% | -0.05% | +1.74% | |
| 15 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.13% | — | -18.14% | |
| 16 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 1.88% | -0.11% | -83.51% | |
| 17 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.27% | -1.04% | -36.81% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | — | +0.15% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | -0.18% | +0.14% | |
| 20 | SYY | Sysco CORP | Stock-Consumer Staples | 0.69% | -0.09% | -6.40% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.59% | — | — | |
| 22 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.49% | — | +5.72% | |
| 23 | ALL | Allstate CORP | Stock-Financials | 0.37% | -0.06% | — | |
| 24 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.33% | — | — | |
| 25 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.31% | — | +0.45% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | -0.08% | -7.36% | |
| 27 | GAUG | Ft Vest US Equity Moderate B | ETF-Other | 0.28% | — | — | |
| 28 | GE | General Electric | Stock-Industrials | 0.27% | +0.09% | — | |
| 29 | EFAX | State Street Spdr Msci Eafe | ETF-Other | 0.26% | — | +10.97% | |
| 30 | HES | Hess CORP | Stock-Other | 0.26% | — | — | |
| 31 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.23% | — | — | |
| 32 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.23% | -0.08% | -31.69% | |
| 33 | GLD | Spdr Gold Shares | ETF-Commodities | 0.23% | +0.05% | — | |
| 34 | TPHD | Timothy Plan High Dvd Stck | ETF-Other | 0.22% | — | -3.76% | |
| 35 | FSEP | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.21% | — | — | |
| 36 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.20% | — | -4.56% | |
| 37 | YJUN | Ft Vest Int Eq Modt Etf-june | ETF-Other | 0.20% | — | +18.19% | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.19% | +0.01% | -28.70% | |
| 39 | PCAR | Paccar Inc | Stock-Industrials | 0.17% | +0.35% | NEW | |
| 40 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.17% | — | — | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | -0.51% | — | |
| 42 | DTE | Dte Energy Company | Stock-Utilities | 0.17% | -0.06% | -0.05% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | -0.11% | — | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.16% | — | +0.07% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.15% | — | — |
According to official SEC Form 13F filings, AIFG Consultants Ltd. reported a total U.S. public equity portfolio value of $58.2M across 45 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPTM, SPAB, QQEW) accounted for 106.2% of total reported equity market value during Q1 2024.
During Q1 2024, AIFG Consultants Ltd.'s top holdings by market value included SPTM (9.9%)、SPAB (9.9%)、QQEW (9.7%). The largest single position, SPTM, represented 9.9% of total portfolio value.
In Q1 2024, AIFG Consultants Ltd. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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