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CIK: 0001988547
Total reported value
$58.2M
$58.2M
45 檔
98.5%
As reported in its official Q2 2024 Form 13F filing, AIFG Consultants Ltd.'s tracked investment portfolio stood at $58.2M with 45 total positions.
During Q2 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 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 9.67% | -0.43% | EXIT | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 9.65% | -0.26% | -9.00% | |
| 3 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 9.01% | -0.36% | -9.94% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 7.63% | -3.87% | -9.05% | |
| 5 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 6.66% | — | -5.91% | |
| 6 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 5.83% | +0.60% | -4.73% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.73% | -0.06% | -5.04% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 5.24% | -0.14% | -8.92% | |
| 9 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 4.92% | -0.17% | -5.64% | |
| 10 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 4.63% | — | -5.92% | |
| 11 | SDVY | First Trust Smid Cap Rising | ETF-Other | 4.12% | +0.27% | -9.99% | |
| 12 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 3.83% | -0.31% | -9.47% | |
| 13 | XMAR | Ft Vest US Equity Enhance & | ETF-Other | 3.83% | — | -4.18% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 2.72% | -0.05% | -1.09% | |
| 15 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.18% | — | -3.86% | |
| 16 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 1.97% | -0.11% | -1.66% | |
| 17 | BIBL | Inspire 100 ETF | ETF-Other | 1.51% | — | — | |
| 18 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.27% | -1.04% | -2.04% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | -0.18% | +19.45% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.81% | — | +4.56% | |
| 21 | SYY | Sysco CORP | Stock-Consumer Staples | 0.62% | -0.09% | -2.00% | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.59% | — | — | |
| 23 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 0.52% | — | — | |
| 24 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.50% | — | +0.89% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | -0.51% | +1739.46% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.42% | +0.01% | +74.05% | |
| 27 | SOVF | Sovereign's Capital Flourish | ETF-Other | 0.41% | +0.38% | NEW | |
| 28 | ALL | Allstate CORP | Stock-Financials | 0.35% | -0.06% | — | |
| 29 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.35% | — | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | — | — | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | -0.08% | +1.38% | |
| 32 | GLD | Spdr Gold Shares | ETF-Commodities | 0.29% | +0.05% | +18.29% | |
| 33 | EFAX | State Street Spdr Msci Eafe | ETF-Other | 0.26% | — | +0.56% | |
| 34 | HES | Hess CORP | Stock-Other | 0.25% | — | — | |
| 35 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.25% | — | — | |
| 36 | GE | General Electric | Stock-Industrials | 0.23% | +0.09% | -7.29% | |
| 37 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.23% | -0.08% | +0.13% | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.21% | — | +2.14% | |
| 39 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.19% | — | — | |
| 40 | WWJD | Inspire International ETF | ETF-Other | 0.19% | — | — | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.19% | -0.16% | — | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | -0.11% | +1.12% | |
| 43 | DTE | Dte Energy Company | Stock-Utilities | 0.17% | -0.06% | — | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.16% | — | +0.84% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.16% | — | +0.12% |
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 Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPAB, SPTM, QQEW) accounted for 98.5% of total reported equity market value during Q2 2024.
During Q2 2024, AIFG Consultants Ltd.'s top holdings by market value included SPAB (9.7%)、SPTM (9.7%)、QQEW (9.0%). The largest single position, SPAB, represented 9.7% of total portfolio value.
In Q2 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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