Ifg Advisors, LLC has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $506 Million distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $63.3M, Ishares Tr Msci Eafe ETF with a value of $38.1M, Cintas Corp with a value of $37.1M, Vanguard Index Fds S&P 500 ETF with a value of $36.2M, and Invesco Qqq Trust, Series 1 with a value of $33.6M.

Examining the 13F form we can see an increase of $15.5M in the current position value, from $491M to 506M.

Below you can find more details about Ifg Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $506 Million
ETFs: $409 Million
Industrials: $40 Million
Technology: $22.3 Million
Financial Services: $11.3 Million
Communication Services: $5.6 Million
Consumer Cyclical: $5.3 Million
Healthcare: $4.06 Million
Consumer Defensive: $3.94 Million
Other: $3.17 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $506 Million
  • Prior Value $491 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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