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CIK: 0001728319
Total reported value
$2.9B
$2.9B
365 檔
6.5%
According to the latest 13F quarterly dataset, IFG Advisory, LLC managed an equity portfolio of $2.9B at the end of Q1 2024, spanning 365 distinct U.S. exchange-listed positions.
During Q1 2024, IFG Advisory, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 365 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.04% | +1.38% | +14.54% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.99% | +1.73% | +1.18% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.80% | +1.78% | +11.58% | |
| 4 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.78% | +1.18% | NEW | |
| 5 | FTCS | First Trust Capital Strength | ETF-Other | 2.32% | +0.87% | -2.42% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.12% | -0.49% | -1.80% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-Other | 1.89% | +0.67% | -2.80% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.85% | +0.75% | -4.07% | |
| 9 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.82% | +0.30% | -34.71% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.73% | +0.90% | +3.65% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | +1.36% | +190.99% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.26% | -0.17% | -9.87% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.14% | +0.39% | NEW | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.09% | +0.15% | -8.43% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.01% | +0.10% | -2.52% | |
| 16 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 0.96% | +0.57% | NEW | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.95% | +0.41% | NEW | |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.89% | +0.58% | NEW | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 0.87% | +0.57% | -1.55% | |
| 20 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.85% | — | NEW | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.18% | -4.30% | |
| 22 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.79% | +0.46% | NEW | |
| 23 | CBSH | Commerce Bancshares Inc | Stock-Financials | 0.78% | -15.06% | +95.19% | |
| 24 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.75% | +0.24% | -15.95% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | -0.23% | -10.13% | |
| 26 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.74% | +0.34% | NEW | |
| 27 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.67% | +0.48% | NEW | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | +0.15% | -6.72% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.64% | +0.54% | NEW | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.63% | +0.49% | NEW | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.62% | +0.87% | NEW | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.62% | +0.14% | +0.50% | |
| 33 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.60% | +0.10% | +0.59% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.60% | +0.12% | +2.06% | |
| 35 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.56% | +0.23% | NEW | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.55% | +0.38% | NEW | |
| 37 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.53% | -0.01% | +83.13% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | -0.67% | +1.71% | |
| 39 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.52% | +0.38% | NEW | |
| 40 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.51% | +0.39% | NEW | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | +0.55% | -17.76% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.51% | +0.90% | NEW | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.51% | -0.22% | -10.49% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | -0.17% | -2.98% | |
| 45 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.49% | +0.40% | NEW | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | +0.49% | NEW | |
| 47 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.48% | +0.34% | NEW | |
| 48 | SO | Southern Co/the | Stock-Utilities | 0.48% | -0.11% | +2.18% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | +0.19% | NEW | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.46% | +0.36% | NEW |
According to official SEC Form 13F filings, IFG Advisory, LLC reported a total U.S. public equity portfolio value of $2.9B across 365 disclosed positions in Q1 2024.
During Q1 2024, IFG Advisory, LLC's top holdings by market value included VOO (3.0%)、VTI (3.0%)、QQQ (2.8%). The largest single position, VOO, represented 3.0% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VTI, QQQ) accounted for 6.5% of total reported equity market value during Q1 2024.
In Q1 2024, IFG Advisory, 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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