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CIK: 0001988547
Total reported value
$58.2M
$58.2M
51 檔
98.5%
The Q3 2024 SEC filing reveals that AIFG Consultants Ltd. held a total portfolio value of $58.2M, covering 51 public equity positions.
During Q3 2024, AIFG Consultants Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
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 Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 10.30% | -0.43% | EXIT | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 9.36% | -0.26% | -10.14% | |
| 3 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 9.28% | -0.36% | -0.91% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 7.98% | -3.87% | -2.54% | |
| 5 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 6.66% | — | -5.11% | |
| 6 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 6.48% | +0.60% | -3.80% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.87% | -0.06% | -3.05% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 5.59% | -0.14% | -2.52% | |
| 9 | SDVY | First Trust Smid Cap Rising | ETF-Other | 5.17% | +0.27% | +12.54% | |
| 10 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 5.16% | — | +7.29% | |
| 11 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 3.97% | -0.31% | -8.43% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 2.80% | -0.05% | -1.16% | |
| 13 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 1.95% | -0.17% | -62.79% | |
| 14 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 1.58% | -0.11% | -23.82% | |
| 15 | PAVE | Global X US Infrastructure | ETF-Other | 1.53% | -0.02% | — | |
| 16 | XMAR | Ft Vest US Equity Enhance & | ETF-Other | 1.42% | — | -64.50% | |
| 17 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.15% | -1.04% | -14.15% | |
| 18 | BIBL | Inspire 100 ETF | ETF-Other | 1.14% | — | -31.16% | |
| 19 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 1.05% | +0.45% | — | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | -0.18% | -12.51% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | — | +0.56% | |
| 22 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.71% | — | -69.25% | |
| 23 | SYY | Sysco CORP | Stock-Consumer Staples | 0.69% | -0.09% | -0.12% | |
| 24 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.66% | — | — | |
| 25 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.56% | — | -0.11% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.46% | +0.01% | -4.85% | |
| 27 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 0.45% | — | -18.55% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.45% | +0.05% | +32.62% | |
| 29 | ALL | Allstate CORP | Stock-Financials | 0.43% | -0.06% | — | |
| 30 | SOVF | Sovereign's Capital Flourish | ETF-Other | 0.39% | +0.38% | NEW | |
| 31 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.37% | — | — | |
| 32 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.34% | — | — | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.33% | +0.53% | — | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | -0.51% | -26.16% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | -0.08% | -2.72% | |
| 36 | EFAX | State Street Spdr Msci Eafe | ETF-Other | 0.29% | — | -0.12% | |
| 37 | GE | General Electric | Stock-Industrials | 0.28% | +0.09% | — | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | — | -22.21% | |
| 39 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.26% | -0.08% | +0.12% | |
| 40 | HES | Hess CORP | Stock-Other | 0.24% | — | — | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.23% | — | -3.49% | |
| 42 | DTE | Dte Energy Company | Stock-Utilities | 0.20% | -0.06% | — | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | -0.11% | +0.17% | |
| 44 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.19% | — | -28.03% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | — | — | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.18% | -0.16% | -2.73% | |
| 47 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.18% | +0.22% | — | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.17% | — | -2.05% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.16% | — | -6.96% | |
| 50 | WWJD | Inspire International ETF | ETF-Other | 0.16% | — | -23.62% |
According to official SEC Form 13F filings, AIFG Consultants Ltd. reported a total U.S. public equity portfolio value of $58.2M across 51 disclosed positions in Q3 2024.
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During Q3 2024, AIFG Consultants Ltd.'s top holdings by market value included SPAB (10.3%)、SPTM (9.4%)、QQEW (9.3%). The largest single position, SPAB, represented 10.3% of total portfolio value.
In Q3 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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