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CIK: 0001783412
Total reported value
$725.4M
$725.4M
139 檔
26.7%
During the Q3 2024 filing period, IFG Advisors, LLC (CIK: 0001783412) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $725.4M across 139 reported positions.
In Q3 2024, IFG Advisors, LLC displayed an active expansion posture, initiating 8 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | 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 | 13.67% | -0.36% | +3.15% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.86% | +0.42% | -20.92% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 7.44% | -0.71% | +5.04% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.44% | +0.51% | +6.09% | |
| 5 | CTAS | Cintas CORP | Stock-Industrials | 5.91% | -0.16% | +308.85% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-Other | 5.15% | -0.21% | +4.46% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.08% | +0.23% | +5.41% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.51% | +0.38% | +184.21% | |
| 9 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 3.17% | -0.22% | +5.83% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-Other | 3.12% | -0.55% | +3.07% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 3.04% | -0.11% | +0.98% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.38% | -0.09% | +0.21% | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.12% | -0.18% | +2.10% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.10% | +0.12% | +5.56% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.10% | -0.21% | +20.18% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.19% | -0.04% | -0.68% | |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.15% | -0.04% | +0.35% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.06% | -0.16% | +21.79% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.00% | -0.02% | +2.01% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.99% | -0.22% | +5.77% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.97% | — | +2.49% | |
| 22 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.95% | -0.29% | +6.47% | |
| 23 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.79% | — | +0.27% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.78% | -0.18% | +4.30% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.75% | -0.31% | +15.18% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.67% | -0.03% | +7.21% | |
| 27 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.55% | -0.02% | -1.36% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | -0.05% | +6.75% | |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.51% | — | -7.70% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.51% | -0.01% | +7.56% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.19% | — | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.03% | +3.58% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.40% | -0.01% | +0.14% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | -0.03% | +3.41% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | +0.04% | +1.69% | |
| 36 | SCHH | Schwab US Reit ETF | ETF-Other | 0.33% | -0.03% | -2.10% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.32% | -0.02% | +27.38% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | -0.01% | +14.30% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.32% | — | +0.36% | |
| 40 | DFSEUR | Discover Financial Services | Stock-Other | 0.31% | — | — | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.30% | -0.01% | +1.73% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | -0.05% | +3.19% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.28% | -0.01% | +7.68% | |
| 44 | AXP | American Express Co | Stock-Financials | 0.26% | -0.01% | +0.11% | |
| 45 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.26% | -0.01% | — | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.24% | +0.01% | +8.98% | |
| 47 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.24% | -0.02% | -51.09% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.22% | +0.01% | — | |
| 49 | MU | Micron Technology Inc | Stock-Tech | 0.22% | +0.97% | — | |
| 50 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.21% | -0.02% | -0.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | +2.2% | +184.21% | Add |
| 2 | CTAS | Cintas CORP | +0.5% | +308.85% | Add |
| 3 | ICF | Ishares Select U.s. Reit ETF | +0.3% | +5.83% | Add |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.2% | +5.41% | Add |
| 5 | BSV | Vanguard Short-term Bond ETF | +0.2% | +20.18% | Add |
| 6 | BIV | Vanguard Intermediate-term B | +0.1% | +21.79% | Add |
| 7 | DVY | Ishares Select Dividend ETF | +0.1% | +3.07% | Add |
| 8 | VNQ | Vanguard Real Estate ETF | +0.1% | +15.18% | Add |
| 9 | EFA | Ishares Msci Eafe ETF | +0.1% | +5.04% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.1% | +6.09% | Add |
| 11 | RSP | Invesco S&p 500 Equal Weight | +0.1% | NEW | New buy |
| 12 | MUB | Ishares National Muni Bond E | +0.1% | +27.38% | Add |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.1% | NEW | New buy |
| 14 | RSPT | Invesco S&p 500 Equal Weight | +0.1% | NEW | New buy |
| 15 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 16 | AEE | Ameren Corporation | +0.1% | NEW | New buy |
| 17 | MELI | Mercadolibre Inc | +0.1% | NEW | New buy |
| 18 | IJH | Ishares Core S&p Midcap ETF | 0% | +5.56% | Add |
| 19 | SCZ | Ishares Msci Eafe Small-cap | 0% | +5.77% | Add |
| 20 | TSLA | Tesla Inc | 0% | +6.59% | Add |
| 21 | TXN | Texas Instruments Inc | 0% | NEW | New buy |
| 22 | VXUS | Vanguard Total Intl Stock | 0% | NEW | New buy |
| 23 | MDY | State Street Spdr S&p Midcap | 0% | +4.46% | Add |
| 24 | AAPL | Apple Inc | 0% | +0.98% | Add |
| 25 | VO | Vanguard Mid-cap ETF | 0% | +7.56% | Add |
| 26 | VWO | Vanguard Ftse Emerging Marke | 0% | +4.30% | Add |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +1.69% | Add |
| 28 | META | Meta Platforms Inc-class A | 0% | +3.19% | Add |
| 29 | HD | Home Depot Inc | 0% | +4.82% | Add |
| 30 | AXP | American Express Co | 0% | +0.11% | Add |
| 31 | SCHH | Schwab US Reit ETF | 0% | -2.10% | Trim |
| 32 | VIG | Vanguard Dividend Apprec ETF | 0% | +8.98% | Add |
| 33 | VTI | Vanguard Total Stock Mkt ETF | 0% | +7.68% | Add |
| 34 | VB | Vanguard Small-cap ETF | — | +2.01% | Add |
| 35 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | +6.47% | Add |
| 36 | BSVO | EA Bridgeway Omni Sm-Cp Val | 0% | -1.36% | Trim |
| 37 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | +2.10% | Add |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +0.35% | Add |
| 39 | IWB | Ishares Russell 1000 ETF | 0% | +2.49% | Add |
| 40 | NVDA | Nvidia CORP | 0% | +7.21% | Add |
| 41 | DFAC | Dimensional US Core Equity 2 | -0.1% | -0.68% | Trim |
| 42 | DFAT | Dimensional US Target Value | -0.1% | EXIT | Sold out |
| 43 | VEA | Vanguard Ftse Developed ETF | -0.1% | +0.21% | Add |
| 44 | MU | Micron Technology Inc | -0.1% | — | Unchanged |
| 45 | BAC 7.25 PERP LBond | Bank Of America CORP | -0.1% | EXIT | Sold out |
| 46 | ITOT | Ishares Core S&p Total U.s. | -0.1% | -65.94% | Trim |
| 47 | WFC 7.5 PERP LBond | Wells Fargo & Company | -0.1% | EXIT | Sold out |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +3.15% | Add |
| 49 | SGOV | Ishares 0-3 Month Treasury B | -0.3% | -51.09% | Trim |
| 50 | QQQ | Invesco Qqq Trust Series 1 | -2.9% | -20.92% | Trim |
According to official SEC Form 13F filings, IFG Advisors, LLC reported a total U.S. public equity portfolio value of $725.4M across 139 disclosed positions in Q3 2024.
During Q3 2024, IFG Advisors, LLC's top holdings by market value included SPY (13.7%)、QQQ (7.9%)、EFA (7.4%). The largest single position, SPY, represented 13.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, QQQ, EFA) accounted for 26.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
RSP
市值: $327.7K
Top Position Liquidated / Trimmed
WFC 7.5 PERP L
前期市值: $594.5K
In Q3 2024, IFG Advisors, LLC made 49 total portfolio adjustments, initiating 8 new buys, adding to 32 positions, trimming 6 holdings, and fully liquidating 3 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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