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CIK: 0001988547
Total reported value
$58.2M
$58.2M
50 檔
38.8%
According to the latest 13F quarterly dataset, AIFG Consultants Ltd. managed an equity portfolio of $58.2M at the end of Q1 2025, spanning 50 distinct U.S. exchange-listed positions.
During Q1 2025, 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 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 14.67% | +0.60% | +1.92% | |
| 2 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 6.47% | -0.21% | -3.85% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 5.54% | -3.87% | -5.12% | |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 5.41% | -0.26% | -7.92% | |
| 5 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 5.14% | -0.79% | +2.19% | |
| 6 | SDVY | First Trust Smid Cap Rising | ETF-Other | 5.11% | +0.27% | -4.44% | |
| 7 | LMBS | First Trust Low Duration Opp | ETF-Other | 3.67% | -1.04% | -5.91% | |
| 8 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 3.48% | +0.02% | +3.77% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.35% | -0.06% | -7.62% | |
| 10 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 3.05% | — | -10.81% | |
| 11 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 2.92% | +0.49% | -2.41% | |
| 12 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 2.91% | +0.45% | -2.92% | |
| 13 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 2.85% | — | -8.25% | |
| 14 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.55% | -2.52% | EXIT | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.87% | — | +0.22% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.85% | -0.18% | -2.33% | |
| 17 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.68% | -0.43% | EXIT | |
| 18 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 1.67% | -0.36% | -8.81% | |
| 19 | IHDG | Wisdomtree International Hed | ETF-Other | 1.57% | -1.59% | EXIT | |
| 20 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.50% | -0.14% | -2.94% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.41% | +0.53% | +96.76% | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.32% | — | -2.68% | |
| 23 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.21% | +0.22% | +124.78% | |
| 24 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 1.10% | -0.11% | -10.92% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 1.10% | -0.05% | -22.94% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 1.07% | +0.05% | +23.74% | |
| 27 | BIBL | Inspire 100 ETF | ETF-Other | 1.04% | — | -44.73% | |
| 28 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.03% | -0.31% | -8.94% | |
| 29 | ALL | Allstate CORP | Stock-Financials | 0.94% | -0.06% | -7.03% | |
| 30 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 0.94% | -0.17% | -5.54% | |
| 31 | PAVE | Global X US Infrastructure | ETF-Other | 0.87% | -0.02% | +107.75% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.83% | -0.51% | +19.25% | |
| 33 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 0.80% | +0.15% | +123.54% | |
| 34 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.79% | — | — | |
| 35 | SOVF | Sovereign's Capital Flourish | ETF-Other | 0.69% | +0.38% | NEW | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.64% | +0.01% | -27.14% | |
| 37 | GE | General Electric | Stock-Industrials | 0.63% | +0.09% | +0.21% | |
| 38 | HES | Hess CORP | Stock-Other | 0.61% | — | — | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.60% | — | — | |
| 40 | SYY | Sysco CORP | Stock-Consumer Staples | 0.58% | -0.09% | -0.17% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | — | — | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.08% | +1.59% | |
| 43 | DTE | Dte Energy Company | Stock-Utilities | 0.48% | -0.06% | -0.05% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | -0.11% | — | |
| 45 | SLV | Ishares Silver Trust | ETF-Commodities | 0.47% | — | +11.59% | |
| 46 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.45% | -0.08% | +0.10% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.42% | -0.16% | -0.62% | |
| 48 | XMAR | Ft Vest US Equity Enhance & | ETF-Other | 0.39% | — | -12.88% | |
| 49 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.38% | — | — | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | — | — |
According to official SEC Form 13F filings, AIFG Consultants Ltd. reported a total U.S. public equity portfolio value of $58.2M across 50 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including GLDM, LDUR, JEPI) accounted for 38.8% of total reported equity market value during Q1 2025.
During Q1 2025, AIFG Consultants Ltd.'s top holdings by market value included GLDM (14.7%)、LDUR (6.5%)、JEPI (5.5%). The largest single position, GLDM, represented 14.7% of total portfolio value.
In Q1 2025, 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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