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CIK: 0001728319
Total reported value
$2.9B
$2.9B
618 檔
7.1%
The Q2 2024 SEC filing reveals that IFG Advisory, LLC held a total portfolio value of $2.9B, covering 618 public equity positions.
During Q2 2024, IFG Advisory, 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, VTI, QQQ) accounted for 7.1% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 618 total)
| # | 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 | 2.93% | +2.08% | +12203.52% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.78% | +1.73% | +4.89% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.50% | +1.78% | -3.75% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.49% | +1.38% | -8.52% | |
| 5 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.31% | +1.18% | NEW | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.99% | +0.75% | +1.54% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.90% | -0.49% | +3.44% | |
| 8 | FTCS | First Trust Capital Strength | ETF-Other | 1.90% | +0.87% | -3.05% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.53% | +1.36% | +18.83% | |
| 10 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.52% | +0.30% | +2.52% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.45% | +0.90% | -0.57% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | -0.17% | +837.75% | |
| 13 | FVD | First Trust Value Line Dvd | ETF-Other | 1.18% | +0.67% | -24.80% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.02% | +0.39% | NEW | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.01% | +0.15% | +1.77% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.91% | +0.41% | NEW | |
| 17 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.88% | +0.10% | +1.68% | |
| 18 | DIVB | Ishares Core Dividend ETF | ETF-Other | 0.78% | +0.55% | NEW | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 0.75% | +0.57% | +2.68% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | +0.18% | +3.58% | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.72% | +0.58% | NEW | |
| 22 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 0.70% | +0.57% | NEW | |
| 23 | RDVY | First Trust Rising Dividend | ETF-Other | 0.70% | +0.70% | NEW | |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.67% | +0.46% | NEW | |
| 25 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.67% | +0.24% | +4.58% | |
| 26 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.63% | +0.34% | NEW | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.23% | +0.91% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | +0.15% | +1.18% | |
| 29 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.60% | -0.01% | +26.40% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.59% | +0.14% | +2.22% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.57% | +0.87% | NEW | |
| 32 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.57% | +0.38% | NEW | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.57% | +0.54% | NEW | |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.57% | +0.49% | NEW | |
| 35 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.56% | +0.10% | +7.60% | |
| 36 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.55% | +0.48% | NEW | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.55% | +0.12% | -2.83% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | +0.55% | +0.88% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.53% | +0.90% | NEW | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | +0.19% | NEW | |
| 41 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.51% | +0.23% | NEW | |
| 42 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.49% | — | NEW | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.48% | +0.38% | NEW | |
| 44 | SO | Southern Co/the | Stock-Utilities | 0.47% | -0.11% | +4.46% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | +0.34% | +18.00% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | +0.49% | NEW | |
| 47 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.44% | +0.54% | NEW | |
| 48 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.44% | -0.22% | +0.60% | |
| 49 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.43% | +0.40% | NEW | |
| 50 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.42% | +0.24% | NEW |
According to official SEC Form 13F filings, IFG Advisory, LLC reported a total U.S. public equity portfolio value of $2.9B across 618 disclosed positions in Q2 2024.
During Q2 2024, IFG Advisory, LLC's top holdings by market value included SPY (2.9%)、VTI (2.8%)、QQQ (2.5%). The largest single position, SPY, represented 2.9% of total portfolio value.
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In Q2 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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