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CIK: 0001988547
Total reported value
$58.2M
$58.2M
51 檔
38.1%
As reported in its official Q4 2024 Form 13F filing, AIFG Consultants Ltd.'s tracked investment portfolio stood at $58.2M with 51 total positions.
During Q4 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 GLDM, LDUR, SPTM) accounted for 38.1% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 11.98% | +0.60% | -13.75% | |
| 2 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 6.60% | -0.21% | — | |
| 3 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 6.11% | -0.26% | -70.17% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 5.82% | -3.87% | -64.88% | |
| 5 | SDVY | First Trust Smid Cap Rising | ETF-Other | 5.66% | +0.27% | -48.20% | |
| 6 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 5.12% | -0.79% | — | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.93% | -0.06% | -70.61% | |
| 8 | LMBS | First Trust Low Duration Opp | ETF-Other | 3.82% | -1.04% | +57.12% | |
| 9 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 3.44% | — | -76.50% | |
| 10 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 3.31% | +0.02% | — | |
| 11 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 3.08% | — | -71.99% | |
| 12 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 3.03% | +0.49% | — | |
| 13 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 2.99% | +0.45% | +33.66% | |
| 14 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.62% | -2.52% | EXIT | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.96% | -0.18% | -1.76% | |
| 16 | BIBL | Inspire 100 ETF | ETF-Other | 1.88% | — | -19.58% | |
| 17 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 1.87% | -0.36% | -90.57% | |
| 18 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.73% | -0.43% | EXIT | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.67% | — | -0.06% | |
| 20 | IHDG | Wisdomtree International Hed | ETF-Other | 1.61% | -1.59% | EXIT | |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.44% | -0.14% | -86.82% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-Other | 1.43% | -0.05% | -75.70% | |
| 23 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.35% | — | -1.54% | |
| 24 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 1.25% | -0.11% | -63.95% | |
| 25 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.03% | -0.31% | -87.35% | |
| 26 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 1.02% | -0.17% | -76.22% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.98% | +0.01% | -7.15% | |
| 28 | ALL | Allstate CORP | Stock-Financials | 0.94% | -0.06% | — | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | -0.51% | +10.49% | |
| 30 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.80% | — | — | |
| 31 | SOVF | Sovereign's Capital Flourish | ETF-Other | 0.78% | +0.38% | NEW | |
| 32 | GLD | Spdr Gold Shares | ETF-Commodities | 0.72% | +0.05% | -24.60% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.71% | +0.53% | +0.62% | |
| 34 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 0.69% | — | -26.02% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.61% | -0.08% | -5.26% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | — | +0.32% | |
| 37 | SYY | Sysco CORP | Stock-Consumer Staples | 0.59% | -0.09% | -59.50% | |
| 38 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.52% | +0.22% | +46.35% | |
| 39 | GE | General Electric | Stock-Industrials | 0.52% | +0.09% | -2.55% | |
| 40 | HES | Hess CORP | Stock-Other | 0.50% | — | — | |
| 41 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.49% | -0.08% | -9.74% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | -0.11% | -0.17% | |
| 43 | PAVE | Global X US Infrastructure | ETF-Other | 0.44% | -0.02% | -86.25% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.44% | -0.16% | — | |
| 45 | XMAR | Ft Vest US Equity Enhance & | ETF-Other | 0.44% | — | -86.00% | |
| 46 | DTE | Dte Energy Company | Stock-Utilities | 0.41% | -0.06% | +0.05% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.36% | — | +2.25% | |
| 48 | SLV | Ishares Silver Trust | ETF-Commodities | 0.36% | — | +12.71% | |
| 49 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 0.35% | +0.15% | — | |
| 50 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.34% | — | -70.06% |
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 Q4 2024.
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During Q4 2024, AIFG Consultants Ltd.'s top holdings by market value included GLDM (12.0%)、LDUR (6.6%)、SPTM (6.1%). The largest single position, GLDM, represented 12.0% of total portfolio value.
In Q4 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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