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CIK: 0001988547
Total reported value
$58.2M
$58.2M
51 檔
35.9%
At the close of Q2 2025, AIFG Consultants Ltd. disclosed equity holdings valued at approximately $58.2M, spread across 51 reported holdings.
During Q2 2025, 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, SPMO) accounted for 35.9% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 16.48% | +0.60% | -10.34% | |
| 2 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 7.81% | -0.21% | +2.14% | |
| 3 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 7.12% | -0.79% | -3.75% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 5.22% | -3.87% | -19.87% | |
| 5 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 4.14% | +0.02% | +0.34% | |
| 6 | LMBS | First Trust Low Duration Opp | ETF-Other | 4.07% | -1.04% | -6.50% | |
| 7 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 3.47% | +0.45% | -3.52% | |
| 8 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 3.42% | +0.49% | -3.45% | |
| 9 | SDVY | First Trust Smid Cap Rising | ETF-Other | 3.33% | +0.27% | -47.63% | |
| 10 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.96% | -2.52% | EXIT | |
| 11 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 2.41% | +0.22% | +68.68% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.30% | -0.18% | -4.77% | |
| 13 | IHDG | Wisdomtree International Hed | ETF-Other | 1.86% | -1.59% | EXIT | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.84% | +0.53% | +10.20% | |
| 15 | PAVE | Global X US Infrastructure | ETF-Other | 1.73% | -0.02% | +45.64% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.57% | — | -21.66% | |
| 17 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 1.56% | +0.15% | +65.19% | |
| 18 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 1.53% | -0.36% | -31.48% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.49% | — | -7.00% | |
| 20 | ELCV | Eventide High Dividend ETF | ETF-Other | 1.46% | +0.14% | — | |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.42% | -0.26% | -79.82% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.31% | -0.14% | -33.99% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.25% | -0.51% | -13.08% | |
| 24 | BIBL | Inspire 100 ETF | ETF-Other | 1.11% | — | -16.30% | |
| 25 | ALL | Allstate CORP | Stock-Financials | 1.09% | -0.06% | — | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 1.08% | +0.05% | -19.18% | |
| 27 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 1.08% | -0.11% | -23.31% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 1.01% | -0.05% | -21.75% | |
| 29 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 1.00% | — | — | |
| 30 | GE | General Electric | Stock-Industrials | 0.98% | +0.09% | +2.51% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | -0.11% | +32.99% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | -0.08% | -1.12% | |
| 33 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.81% | -0.31% | -30.47% | |
| 34 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 0.78% | -0.17% | -35.72% | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.75% | -0.06% | -83.97% | |
| 36 | SOVF | Sovereign's Capital Flourish | ETF-Other | 0.71% | +0.38% | NEW | |
| 37 | SYY | Sysco CORP | Stock-Consumer Staples | 0.68% | -0.09% | -2.03% | |
| 38 | ANET | Arista Networks Inc | Stock-Tech | 0.65% | +0.09% | — | |
| 39 | HES | Hess CORP | Stock-Other | 0.63% | — | — | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | +0.13% | — | |
| 41 | SLV | Ishares Silver Trust | ETF-Commodities | 0.59% | — | -1.01% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.56% | -0.16% | -0.43% | |
| 43 | DTE | Dte Energy Company | Stock-Utilities | 0.54% | -0.06% | — | |
| 44 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.54% | -0.43% | EXIT | |
| 45 | GEV | GE Vernova Inc | Stock-Industrials | 0.52% | +0.07% | — | |
| 46 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.52% | -0.08% | -7.43% | |
| 47 | AAPL | Apple Inc | Stock-Tech | 0.51% | +0.01% | -26.90% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | — | -38.65% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | — | -42.93% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.40% | — | — |
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 Q2 2025.
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During Q2 2025, AIFG Consultants Ltd.'s top holdings by market value included GLDM (16.5%)、LDUR (7.8%)、SPMO (7.1%). The largest single position, GLDM, represented 16.5% of total portfolio value.
In Q2 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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