Ifg Advisory, LLC Purchases in Q3 2025

Ifg Advisory, LLC

  • $2.09 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RDVY
First Trust Rising Dividend Ac

ETFs
6.35K
+ 3.08%
$62.38 - $67.29 $396K - $427K
212K $14.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.78K
+ 4.03%
$108.46 - $120.63 $410K - $456K
97.6K $11.6M
LIT
Global X Fds Global X Lithium

ETFs
23.4K
New
$38.41 - $56.85 $898K - $1.33M
23.4K $1.33M
VUG
Vanguard Growth ETF

ETFs
369
+ 1.34%
$433.97 - $484.08 $160K - $179K
27.9K $13.4M
BBUS
J P Morgan Exchg Traded Fd

ETFs
1.17K
+ 0.88%
$111.77 - $121.28 $131K - $142K
135K $16.3M
FN
Fabrinet

Technology
1.61K
+ 17.53%
$277.04 - $389.47 $445K - $625K
10.8K $3.93M
PII
Polaris Inc.

Consumer Cyclical
7.28K
+ 16.55%
$44.87 - $59.95 $327K - $436K
51.3K $2.98M
NEE
Nextera Energy Inc

Utilities
13.8K
+ 86.17%
$69.77 - $77.54 $962K - $1.07M
29.8K $2.25M
ALLE
Allegion PLC

Industrials
5.19K
+ 83.71%
$145.55 - $179.33 $755K - $931K
11.4K $2.02M
GNTX
Gentex Corp

Consumer Cyclical
8.08K
+ 5.8%
$22.66 - $29.06 $183K - $235K
147K $4.17M
VXF
Vanguard Extended Market ETF

ETFs
2.28K
+ 6.04%
$193.58 - $213.07 $441K - $485K
40K $8.37M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
28.3K
New
$37.98 - $39.81 $1.08M - $1.13M
28.3K $1.1M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6.97K
+ 9.4%
$94.17 - $99.95 $656K - $697K
81.1K $8.11M
OSK
Oshkosh Corp

Industrials
2.88K
+ 6.7%
$118.16 - $143.44 $340K - $413K
45.9K $5.95M
IVV
Ishares Core S&P 500 ETF

ETFs
451
+ 2.85%
$620.67 - $670.08 $280K - $302K
16.3K $10.9M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.72K
+ 80.11%
$275.84 - $326.36 $749K - $886K
6.1K $1.99M
OMC
Omnicom Group Inc.

Communication Services
6.23K
+ 11.29%
$70.41 - $81.53 $439K - $508K
61.4K $5.01M
WMT
Walmart Inc.

Consumer Defensive
5K
+ 5.14%
$94.4 - $104.27 $472K - $522K
102K $10.5M
PHM
Pultegroup Inc

Consumer Cyclical
2.42K
+ 9.19%
$108.0 - $141.42 $261K - $342K
28.7K $3.8M
VTV
Vanguard Value ETF

ETFs
1.43K
+ 1.9%
$175.51 - $186.57 $251K - $267K
76.7K $14.3M
AMAT
Applied Materials Inc

Technology
927
+ 2.56%
$156.25 - $204.95 $145K - $190K
37.1K $7.59M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
21.6K
+ 23.13%
$41.8 - $43.15 $901K - $930K
115K $4.91M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.17K
+ 10.35%
$225.11 - $247.9 $489K - $539K
23.2K $5.73M
ROST
Ross Stores, Inc.

Consumer Cyclical
3.91K
+ 32.31%
$127.59 - $152.81 $499K - $598K
16K $2.44M
SNA
Snap On Inc

Industrials
646
+ 3.44%
$313.01 - $346.53 $202K - $224K
19.4K $6.74M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
21K
+ 22.11%
$33.07 - $34.84 $695K - $732K
116K $4.04M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
6.38K
+ 202.99%
$128.6 - $136.01 $820K - $867K
9.52K $1.29M
RTX
Raytheon Technologies Corp

Industrials
958
+ 2.94%
$144.19 - $167.33 $138K - $160K
33.5K $5.61M
CGGO
Capital Group Global Growth Eq

ETFs
23.2K
+ 110.38%
$31.71 - $34.17 $735K - $792K
44.2K $1.51M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
822
+ 3.46%
$459.11 - $506.91 $377K - $417K
24.6K $12.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
167
+ 1.02%
$420.11 - $472.68 $70.2K - $78.9K
16.6K $7.76M
XYL
Xylem Inc.

Industrials
2.24K
+ 9.3%
$129.67 - $147.5 $290K - $330K
26.3K $3.88M
MBB
Ishares Tr

ETFs
6.35K
+ 5.52%
$92.46 - $95.73 $587K - $608K
121K $11.5M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.93K
+ 4.76%
$107.66 - $112.36 $530K - $553K
108K $12.1M
AOS
Smith A O Corp

Industrials
7.3K
+ 28.77%
$67.24 - $74.3 $491K - $543K
32.7K $2.4M
VZ
Verizon Communications Inc

Communication Services
14.7K
+ 12.4%
$40.84 - $45.06 $599K - $661K
133K $5.84M
NVR
Nvr Inc

Consumer Cyclical
67
+ 23.93%
$7301.0 - $8543.0 $489K - $572K
347 $2.79M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
2.34K
+ 1.56%
$52.31 - $56.47 $123K - $132K
152K $8.59M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
28.2K
+ 7.15%
$22.64 - $23.22 $639K - $655K
423K $9.78M
MCHI
Ishares Msci China ETF

ETFs
7.88K
+ 44.92%
$54.58 - $65.85 $430K - $519K
25.4K $1.67M
TM
Toyota Motor Corp

Consumer Cyclical
1.32K
+ 5.73%
$167.86 - $202.79 $222K - $268K
24.3K $4.65M
XOM
Exxon Mobil Corp

Energy
2.8K
+ 3.78%
$105.83 - $117.22 $296K - $328K
76.7K $8.65M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
12.9K
New
$50.9 - $52.37 $657K - $676K
12.9K $674K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
11.2K
+ 38.79%
$59.81 - $60.11 $669K - $673K
40K $2.4M
OEF
Ishares S&P 100 ETF

ETFs
2.45K
+ 80.14%
N/A
5.51K $1.47M
MPC
Marathon Petroleum Corp

Energy
3.38K
New
$158.59 - $198.69 $536K - $671K
3.38K $651K
XEL
Xcel Energy Inc

Utilities
7.64K
New
$67.56 - $80.65 $516K - $616K
7.64K $616K
IMO
Imperial Oil LTD

Energy
2.37K
+ 7.32%
$80.03 - $95.16 $190K - $225K
34.7K $3.15M
FNDF
Schwab Fundamental Intl Large

ETFs
299
+ 0.16%
$39.84 - $43.15 $11.9K - $12.9K
187K $8.05M
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
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