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CIK: 0001728319
Total reported value
$2.9B
$2.9B
737 檔
7.7%
In Q2 2025, IFG Advisory, LLC's U.S. equity holdings reached a combined market value of $2.9B, distributed across 737 disclosed stock positions.
During Q2 2025, 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, QQQ, VTI) accounted for 7.7% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 737 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 | 2.45% | +2.08% | +2.93% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.43% | +1.78% | +3.59% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.38% | +1.73% | -1.53% | |
| 4 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.00% | +1.18% | NEW | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.74% | -0.49% | +1.00% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.70% | +0.75% | +1.26% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.50% | +1.38% | -2.20% | |
| 8 | FTCS | First Trust Capital Strength | ETF-Other | 1.50% | +0.87% | +0.16% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.31% | +0.90% | -0.94% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.27% | -0.17% | -4.37% | |
| 11 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.11% | +0.30% | -13.43% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | +1.36% | -5.23% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | +0.15% | +2.24% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.97% | +0.90% | NEW | |
| 15 | FVD | First Trust Value Line Dvd | ETF-Other | 0.94% | +0.67% | +1.21% | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.91% | +0.10% | +5.24% | |
| 17 | DIVB | Ishares Core Dividend ETF | ETF-Other | 0.82% | +0.55% | NEW | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.81% | +0.54% | NEW | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.78% | +0.55% | -4.05% | |
| 20 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 0.75% | +0.57% | NEW | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.74% | +0.58% | NEW | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.71% | +0.52% | +43.75% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.70% | +0.98% | +56.27% | |
| 24 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.69% | -0.01% | -1.51% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.67% | +0.57% | -0.71% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | +0.15% | +6.55% | |
| 27 | RDVY | First Trust Rising Dividend | ETF-Other | 0.65% | +0.70% | NEW | |
| 28 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.65% | +0.16% | NEW | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.63% | +0.41% | NEW | |
| 30 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.62% | +0.24% | -30.87% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.61% | +0.14% | +4.04% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.23% | -1.63% | |
| 33 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.57% | +0.46% | NEW | |
| 34 | XLF | Ss Financial Select Sector | ETF-Other | 0.57% | +0.23% | NEW | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.57% | +0.49% | NEW | |
| 36 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.55% | +0.35% | NEW | |
| 37 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.54% | +0.38% | NEW | |
| 38 | MBB | Ishares Mbs ETF | ETF-Other | 0.54% | +0.48% | NEW | |
| 39 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.53% | -0.11% | +505.22% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.53% | +0.12% | -7.75% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.52% | +0.45% | +24.17% | |
| 42 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.52% | +0.40% | NEW | |
| 43 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.52% | +0.33% | NEW | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.51% | +0.54% | NEW | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.50% | +0.87% | NEW | |
| 46 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.50% | +0.48% | NEW | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.18% | -13.89% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | +0.41% | -1.75% | |
| 49 | SO | Southern Co/the | Stock-Utilities | 0.47% | -0.11% | +2.81% | |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.47% | +0.39% | NEW |
According to official SEC Form 13F filings, IFG Advisory, LLC reported a total U.S. public equity portfolio value of $2.9B across 737 disclosed positions in Q2 2025.
During Q2 2025, IFG Advisory, LLC's top holdings by market value included SPY (2.5%)、QQQ (2.4%)、VTI (2.4%). The largest single position, SPY, represented 2.5% of total portfolio value.
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In Q2 2025, 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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