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CIK: 0001783412
Total reported value
$725.4M
$725.4M
127 檔
24.3%
The Q1 2024 SEC filing reveals that IFG Advisors, LLC held a total portfolio value of $725.4M, covering 127 public equity positions.
During Q1 2024, IFG Advisors, LLC'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 SPY, QQQ, EFA) accounted for 24.3% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 14.05% | -0.36% | +12.34% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 11.87% | +0.42% | +4.63% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 7.94% | -0.71% | -3.01% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.93% | +0.51% | +8.17% | |
| 5 | CTAS | Cintas CORP | Stock-Industrials | 5.84% | -0.16% | +37.88% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-Other | 5.63% | -0.21% | +5.43% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.12% | +0.23% | +4.26% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-Other | 3.21% | -0.55% | +3.84% | |
| 9 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 3.00% | -0.22% | +1.52% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.70% | -0.09% | +0.21% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.29% | -0.18% | -4.18% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.09% | +0.12% | +428.21% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.89% | -0.21% | +9.22% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.82% | -0.11% | +0.32% | |
| 15 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.30% | -0.04% | +0.44% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.15% | -0.02% | +0.89% | |
| 17 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.00% | -0.22% | +5.15% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.98% | -0.04% | +19.44% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.96% | -0.29% | +6.99% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.92% | -0.16% | +6.83% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.89% | — | +23.04% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.76% | -0.18% | +4.19% | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.65% | — | -1.66% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.19% | — | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.60% | -0.31% | +7.87% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.05% | +0.08% | |
| 27 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.56% | -0.02% | -10.66% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | -0.03% | +0.73% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.53% | -0.01% | +0.37% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | +0.03% | +0.30% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.44% | -0.01% | +0.14% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | -0.03% | -0.35% | |
| 33 | SCHH | Schwab US Reit ETF | ETF-Other | 0.36% | -0.03% | -0.42% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.36% | — | +0.18% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | +0.04% | — | |
| 36 | DFSEUR | Discover Financial Services | Stock-Other | 0.34% | — | — | |
| 37 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.33% | -0.01% | +0.26% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | -0.01% | — | |
| 39 | MU | Micron Technology Inc | Stock-Tech | 0.30% | +0.97% | +0.40% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.28% | -0.01% | +1.79% | |
| 41 | AXP | American Express Co | Stock-Financials | 0.26% | -0.01% | +0.11% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.25% | -0.02% | +12.69% | |
| 43 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.25% | -0.02% | +5.98% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.25% | +0.01% | -0.10% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.24% | +0.01% | +7.84% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | -0.05% | +1.32% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.23% | -0.02% | +0.21% | |
| 48 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.23% | -0.02% | -0.05% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.22% | -0.02% | — | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.22% | +0.01% | +0.02% |
According to official SEC Form 13F filings, IFG Advisors, LLC reported a total U.S. public equity portfolio value of $725.4M across 127 disclosed positions in Q1 2024.
During Q1 2024, IFG Advisors, LLC's top holdings by market value included SPY (14.1%)、QQQ (11.9%)、EFA (7.9%). The largest single position, SPY, represented 14.1% of total portfolio value.
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In Q1 2024, IFG Advisors, LLC 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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