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CIK: 0001728319
Total reported value
$2.9B
$2.9B
675 檔
7.1%
During the Q1 2025 filing period, IFG Advisory, LLC (CIK: 0001728319) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.9B across 675 reported positions.
In Q1 2025, IFG Advisory, LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 675 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.41% | +1.73% | -4.04% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.38% | +2.08% | +3.17% | |
| 3 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.24% | +1.18% | NEW | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.21% | +1.78% | -1.05% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.01% | +0.75% | +5.85% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.75% | -0.49% | +2.09% | |
| 7 | FTCS | First Trust Capital Strength | ETF-Other | 1.63% | +0.87% | -0.23% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.53% | +1.38% | -9.11% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.42% | +0.90% | +1.52% | |
| 10 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.30% | +0.30% | +2.58% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.16% | +1.36% | -0.39% | |
| 12 | FVD | First Trust Value Line Dvd | ETF-Other | 1.03% | +0.67% | -3.54% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | -0.17% | +0.67% | |
| 14 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 1.00% | +0.57% | NEW | |
| 15 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.99% | +0.24% | +2.54% | |
| 16 | DIVB | Ishares Core Dividend ETF | ETF-Other | 0.88% | +0.55% | NEW | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.88% | +0.90% | NEW | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.87% | +0.15% | +12.10% | |
| 19 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.86% | +0.10% | +1.61% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.83% | +0.54% | NEW | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.73% | +0.58% | NEW | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 0.73% | +0.57% | -1.55% | |
| 23 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.72% | -0.01% | +15.63% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.23% | +0.51% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.67% | +0.41% | NEW | |
| 26 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.64% | +0.40% | NEW | |
| 27 | RDVY | First Trust Rising Dividend | ETF-Other | 0.63% | +0.70% | NEW | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.63% | +0.46% | NEW | |
| 29 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.62% | +0.38% | NEW | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.62% | +0.49% | NEW | |
| 31 | XLF | Ss Financial Select Sector | ETF-Other | 0.61% | +0.23% | NEW | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.15% | +5.86% | |
| 33 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.59% | +0.16% | NEW | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.18% | -7.07% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | +0.55% | +1.18% | |
| 36 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.55% | +0.33% | NEW | |
| 37 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.55% | +0.10% | +1.36% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.55% | +0.54% | NEW | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.54% | +0.14% | +1.15% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.53% | +0.87% | NEW | |
| 41 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.53% | +0.52% | -17.62% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.52% | +0.12% | +8.35% | |
| 43 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 0.52% | +0.61% | NEW | |
| 44 | SO | Southern Co/the | Stock-Utilities | 0.51% | -0.11% | +0.87% | |
| 45 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.50% | +0.35% | NEW | |
| 46 | UNM | Unum Group | Stock-Financials | 0.50% | +0.36% | NEW | |
| 47 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.49% | +0.49% | NEW | |
| 48 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.48% | +0.48% | NEW | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.48% | +0.39% | NEW | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | +0.41% | +0.52% |
According to official SEC Form 13F filings, IFG Advisory, LLC reported a total U.S. public equity portfolio value of $2.9B across 675 disclosed positions in Q1 2025.
During Q1 2025, IFG Advisory, LLC's top holdings by market value included VTI (2.4%)、SPY (2.4%)、NOBL (2.2%). The largest single position, VTI, represented 2.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VTI, SPY, NOBL) accounted for 7.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTI
市值: $43.6M
In Q1 2025, IFG Advisory, LLC made 200 total portfolio adjustments, initiating 200 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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