Ifg Advisory, LLC Purchases in Q3 2025

Ifg Advisory, LLC

  • $2.09 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
11.8K
+ 14.97%
$617.65 - $666.84 $7.31M - $7.89M
90.9K $60.5M
AAPL
Apple Inc.

Technology
1.16K
+ 0.7%
$202.38 - $256.87 $235K - $298K
167K $42.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
62.9K
+ 194.48%
$97.75 - $100.75 $6.15M - $6.34M
95.3K $9.55M
USFR
Wisdomtree Floating Rate Treas

ETFs
113K
+ 63.08%
$50.23 - $50.48 $5.69M - $5.72M
293K $14.7M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
73.8K
+ 92.54%
$54.35 - $59.32 $4.01M - $4.38M
154K $9.1M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
86.3K
+ 252.78%
$45.26 - $46.63 $3.9M - $4.02M
120K $5.57M
IVE
Ishares S&P 500 Value ETF

ETFs
18.1K
+ 88.81%
$194.44 - $206.51 $3.52M - $3.74M
38.5K $7.94M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.47K
+ 4.68%
$567.77 - $614.76 $1.4M - $1.52M
55.2K $33.8M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
94.1K
+ 21.81%
$31.79 - $33.42 $2.99M - $3.14M
525K $17.6M
GLD
Spdr Gold Trust

ETFs
8.6K
+ 56.0%
$300.96 - $355.47 $2.59M - $3.06M
24K $8.52M
IVW
Ishares S&P 500 Growth ETF

ETFs
24.5K
+ 38.42%
$108.97 - $121.65 $2.67M - $2.99M
88.4K $10.7M
JNJ
Johnson & Johnson

Healthcare
13.8K
+ 54.73%
$155.17 - $185.42 $2.14M - $2.55M
38.9K $7.21M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
61K
New
$50.32 - $54.01 $3.07M - $3.3M
61K $3.3M
JPM
Jpmorgan Chase & CO

Financial Services
7.48K
+ 25.01%
$282.78 - $316.06 $2.12M - $2.37M
37.4K $11.8M
FSIG
First Tr ETF Iv LTD Duration I
154K
+ 207.78%
$19.03 - $19.33 $2.94M - $2.98M
229K $4.39M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.61K
+ 0.79%
$36.04 - $38.78 $274K - $295K
973K $37.5M
XLG
Invesco Exchange Traded Fd Tr

ETFs
26.5K
+ 10.72%
$51.78 - $57.89 $1.37M - $1.53M
273K $15.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
94K
+ 69.89%
$26.38 - $27.95 $2.48M - $2.63M
228K $6.24M
SPYG
Spdr Portfolio

ETFs
11.2K
+ 7.68%
$94.33 - $105.31 $1.06M - $1.18M
157K $16.4M
CVS
Cvs Health Corp

Healthcare
31.1K
+ 222.5%
$58.75 - $76.5 $1.83M - $2.38M
45.1K $3.4M
BMY
Bristol Myers Squibb CO

Healthcare
51.8K
New
$43.31 - $48.98 $2.24M - $2.54M
51.8K $2.34M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.1K
+ 1.39%
$138.31 - $165.45 $151K - $181K
79.6K $13.2M
MDB
Mongo Db, Inc.

Technology
7.46K
New
$201.0 - $334.87 $1.5M - $2.5M
7.46K $2.32M
CGGR
Capital Group Growth ETF Shs C

ETFs
45.7K
+ 73.91%
$40.2 - $44.58 $1.84M - $2.04M
108K $4.73M
ABBV
Abb Vie Inc.

Healthcare
1.52K
+ 3.83%
$184.85 - $231.54 $281K - $352K
41.2K $9.54M
GOOG
Alphabet Inc.

Communication Services
228
+ 0.72%
$175.16 - $255.24 $39.9K - $58.2K
32K $7.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.56K
+ 2.33%
$132.9 - $142.03 $606K - $648K
201K $28.3M
IEFA
Ishares Tr

ETFs
13.9K
+ 5.99%
$81.7 - $87.53 $1.13M - $1.21M
246K $21.4M
FTCS
First Trust Capital Strength E

ETFs
9.5K
+ 2.9%
$89.72 - $93.74 $852K - $891K
338K $31.6M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
34.9K
+ 189.81%
$50.85 - $51.35 $1.77M - $1.79M
53.3K $2.73M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
12K
+ 10.1%
$84.28 - $89.46 $1.01M - $1.07M
131K $11.7M
PULS
Pgim ETF Tr

ETFs
33.5K
+ 21.95%
$49.58 - $49.83 $1.66M - $1.67M
186K $9.27M
DFAX
Dimensional ETF Tr
12.5K
+ 2.02%
$29.25 - $31.56 $366K - $395K
633K $19.8M
XLF
Financial Sector Spdr

ETFs
23.4K
+ 10.81%
$51.37 - $54.25 $1.2M - $1.27M
240K $12.9M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
66K
New
$23.13 - $23.54 $1.53M - $1.55M
66K $1.55M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
15.1K
+ 40.97%
$85.93 - $92.12 $1.29M - $1.39M
51.8K $4.72M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
62.4K
New
$24.14 - $24.34 $1.51M - $1.52M
62.4K $1.52M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
59.4K
New
$25.24 - $25.56 $1.5M - $1.52M
59.4K $1.52M
SO
Southern CO

Utilities
12.6K
+ 12.27%
$90.83 - $96.0 $1.15M - $1.21M
116K $11M
FPX
First Trust Us Equity Opportun

ETFs
7.97K
+ 96.39%
$141.57 - $166.21 $1.13M - $1.32M
16.2K $2.7M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
62.6K
New
N/A
62.6K $1.49M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
11.9K
+ 4.42%
$52.12 - $55.33 $622K - $660K
282K $15.6M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.4K
+ 5.55%
$148.97 - $165.88 $506K - $563K
64.6K $10.6M
VGT
Vanguard Information Technolog

ETFs
79
+ 0.5%
$656.44 - $753.15 $51.9K - $59.5K
16K $11.9M
NUE
Nucor Corp

Basic Materials
10.2K
New
$133.3 - $150.33 $1.36M - $1.53M
10.2K $1.38M
LDSF
First Tr ETF Viii Low Duration

ETFs
72K
New
$18.93 - $19.22 $1.36M - $1.38M
72K $1.38M
IWM
Ishares Russell 2000 ETF

ETFs
2.21K
+ 6.87%
$214.92 - $244.84 $475K - $541K
34.4K $8.32M
ITB
Ishares Tr

ETFs
12.5K
+ 562.58%
$94.18 - $117.14 $1.18M - $1.46M
14.7K $1.58M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.27K
+ 3.79%
$435.72 - $463.74 $551K - $587K
34.7K $16.1M
Activity Summary
Buys All Purchases 460 New Holdings 68 Increased Positions 392 Sells All Sells 246 Reductions 246 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Ifg Advisory, LLC Portfolio

Follow Ifg Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifg Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ifg Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email