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CIK: 0001783412
Total reported value
$725.4M
$725.4M
149 檔
28.7%
In Q1 2025, IFG Advisors, LLC's U.S. equity holdings reached a combined market value of $725.4M, distributed across 149 disclosed stock positions.
In Q1 2025, IFG Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 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 | 12.20% | -0.36% | -2.29% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 7.27% | -0.71% | +3.37% | |
| 3 | CTAS | Cintas CORP | Stock-Industrials | 7.14% | -0.16% | +0.00% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.01% | +0.51% | +14.72% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.48% | +0.42% | -3.02% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.88% | +0.23% | +31.79% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-Other | 4.77% | -0.21% | +4.46% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.09% | +0.38% | +13.77% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.96% | -0.55% | +5.08% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.75% | -0.11% | +0.08% | |
| 11 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 2.75% | -0.22% | +1.93% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.20% | +0.12% | +16.14% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.14% | -0.21% | -0.59% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.12% | -0.09% | -0.50% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.80% | -0.18% | -0.34% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.61% | -0.18% | +127.76% | |
| 17 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 1.38% | — | +4.38% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.21% | -0.16% | +12.02% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.17% | -0.04% | -2.26% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.14% | -0.01% | +1281.43% | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.02% | -0.04% | +0.10% | |
| 22 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.98% | -0.22% | +5.47% | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.86% | -0.29% | -7.10% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.86% | -0.02% | -1.38% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.72% | -0.31% | +9.18% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | -0.03% | +2.66% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.19% | — | |
| 28 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.44% | -0.02% | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | -0.05% | +0.07% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.43% | -0.01% | -5.54% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.41% | -0.02% | +30.04% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | -0.03% | +0.11% | |
| 33 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.39% | — | -1.36% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | +0.04% | +0.57% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.03% | -2.95% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | -0.01% | -2.88% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.35% | -0.01% | -0.18% | |
| 38 | DFSEUR | Discover Financial Services | Stock-Other | 0.34% | — | — | |
| 39 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.33% | -0.01% | — | |
| 40 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.33% | -0.01% | — | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.30% | -0.05% | -2.09% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.28% | -0.01% | +3.86% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.27% | — | +0.21% | |
| 44 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.27% | — | -68.50% | |
| 45 | SCHH | Schwab US Reit ETF | ETF-Other | 0.27% | -0.03% | -2.67% | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.26% | -0.01% | — | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.26% | -0.01% | +0.36% | |
| 48 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.26% | -0.02% | -1.58% | |
| 49 | DFAT | Dimensional US Target Value | ETF-Other | 0.26% | -0.01% | -2.62% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.22% | +0.01% | +0.30% |
According to official SEC Form 13F filings, IFG Advisors, LLC reported a total U.S. public equity portfolio value of $725.4M across 149 disclosed positions in Q1 2025.
During Q1 2025, IFG Advisors, LLC's top holdings by market value included SPY (12.2%)、EFA (7.3%)、CTAS (7.1%). The largest single position, SPY, represented 12.2% 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, EFA, CTAS) accounted for 28.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $63.3M
In Q1 2025, IFG Advisors, LLC made 50 total portfolio adjustments, initiating 50 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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