Ifg Advisory, LLC Purchases in Q3 2025

Ifg Advisory, LLC

  • $2.09 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SOXX
Ishares Semiconductor ETF

ETFs
43
+ 1.65%
$236.93 - $271.12 $10.2K - $11.7K
2.65K $717K
COP
Conocophillips

Energy
820
+ 26.28%
$91.0 - $98.99 $74.6K - $81.2K
3.94K $372K
HYD
Vaneck High Yield Muni ETF

ETFs
583
+ 0.65%
$48.85 - $50.94 $28.5K - $29.7K
90K $4.58M
ITOT
Ishares Core S&P Total U.S. St

ETFs
136
+ 2.01%
$135.0 - $146.02 $18.4K - $19.9K
6.9K $1.01M
LMT
Lockheed Martin Corp

Industrials
20
+ 0.89%
$410.74 - $499.21 $8.21K - $9.98K
2.26K $1.13M
KRE
Spdr S&P Regional Banking ETF

ETFs
947
+ 12.72%
$58.82 - $66.17 $55.7K - $62.7K
8.39K $531K
RLY
Ssga Active ETF Tr

ETFs
1.58K
+ 6.87%
$29.22 - $30.91 $46.2K - $48.8K
24.6K $758K
EFX
Equifax Inc

Industrials
355
+ 45.45%
$234.03 - $265.73 $83.1K - $94.3K
1.14K $291K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
1.48K
+ 1.98%
$26.88 - $27.78 $39.7K - $41.1K
76.3K $2.12M
BRX
Brixmor Property Group Inc.

Real Estate
3.94K
+ 45.13%
N/A
12.7K $287K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
194
+ 3.42%
$134.94 - $145.86 $26.2K - $28.3K
5.86K $853K
TDIV
First Trust Nasdaq Technology

ETFs
423
+ 7.95%
$89.27 - $100.33 $37.8K - $42.4K
5.74K $566K
IAI
Ishares Tr Us Broker Dealers &

ETFs
179
+ 2.52%
$168.93 - $178.7 $30.2K - $32K
7.28K $1.29M
DHR
Danaher Corp

Healthcare
404
+ 18.21%
$181.46 - $212.2 $73.3K - $85.7K
2.62K $520K
VBR
Vanguard Small Cap Value ETF

ETFs
135
+ 3.51%
$195.41 - $212.37 $26.4K - $28.7K
3.98K $830K
FDVV
Fidelity High Dividend ETF

ETFs
625
+ 5.19%
$52.42 - $55.71 $32.8K - $34.8K
12.7K $705K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
206
+ 1.44%
$49.43 - $54.52 $10.2K - $11.2K
14.5K $787K
TSN
Tyson Foods, Inc.

Consumer Defensive
3.78K
+ 4.84%
$52.3 - $57.69 $198K - $218K
81.9K $4.45M
FNV
Franco Nevada Corp

Basic Materials
2
+ 0.16%
$154.4 - $222.91 $309 - $446
1.27K $282K
VNQ
Vanguard Specialized Funds Van

ETFs
373
+ 2.27%
$88.47 - $93.24 $33K - $34.8K
16.8K $1.54M
MGK
Vanguard Mega Cap Growth ETF

ETFs
112
+ 15.8%
$362.31 - $405.74 $40.6K - $45.4K
821 $330K
VO
Vanguard Mid Cap ETF

ETFs
48
+ 1.17%
$279.83 - $293.74 $13.4K - $14.1K
4.14K $1.22M
PSX
Phillips 66

Energy
182
+ 6.61%
$118.37 - $139.46 $21.5K - $25.4K
2.94K $399K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
195
+ 6.81%
$89.32 - $107.82 $17.4K - $21K
3.06K $329K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
938
+ 12.54%
$53.93 - $57.58 $50.6K - $54K
8.42K $475K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
1.16K
+ 13.72%
$50.93 - $53.85 $58.8K - $62.2K
9.57K $510K
VALE
Vale S.A.

Basic Materials
2.77K
+ 8.56%
$9.53 - $10.95 $26.4K - $30.3K
35.1K $380K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
54
+ 0.38%
$68.24 - $73.73 $3.68K - $3.98K
14.2K $1.05M
NOC
Northrop Grumman Corp

Industrials
23
+ 4.94%
$498.9 - $609.32 $11.5K - $14K
489 $297K
VOE
Vanguard Mid Cap Value Index F

ETFs
263
+ 14.12%
$164.63 - $174.58 $43.3K - $45.9K
2.13K $370K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.73K
+ 24.33%
$22.84 - $22.95 $62.3K - $62.6K
13.9K $319K
WELL
Welltower Inc.

Real Estate
7
+ 0.28%
$150.71 - $178.14 $1.05K - $1.25K
2.49K $443K
FTLS
First Tr Long/Short Equity ETF

ETFs
576
+ 10.24%
$65.78 - $69.95 $37.9K - $40.3K
6.2K $433K
KMB
Kimberly Clark Corp

Consumer Defensive
696
+ 12.19%
$121.72 - $136.77 $84.7K - $95.2K
6.41K $796K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
2.25K
+ 17.91%
$24.87 - $25.69 $55.8K - $57.7K
14.8K $376K
VEU
Vanguard Ftse All World Ex Us

ETFs
146
+ 1.25%
$66.38 - $71.68 $9.69K - $10.5K
11.8K $845K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
99
+ 0.66%
$64.75 - $69.05 $6.41K - $6.84K
15.1K $1.04M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
442
+ 3.38%
$70.77 - $73.59 $31.3K - $32.5K
13.5K $990K
AMGN
Amgen Inc

Healthcare
106
+ 1.15%
$271.18 - $309.22 $28.7K - $32.8K
9.29K $2.62M
DFAE
Dimensional ETF Tr

ETFs
209
+ 1.05%
$28.84 - $31.84 $6.03K - $6.65K
20.1K $632K
MAIN
Main Street Capital Corp

Financial Services
650
+ 17.94%
$59.28 - $67.54 $38.5K - $43.9K
4.27K $271K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
1.04K
+ 15.52%
$47.11 - $48.77 $49.1K - $50.9K
7.76K $376K
FBT
First Trust Nyse Arca Biotechn

ETFs
39
+ 1.46%
$159.46 - $180.52 $6.22K - $7.04K
2.7K $484K
TTWO
Take Two Interactive Software Inc

Communication Services
160
+ 17.04%
$217.37 - $259.96 $34.8K - $41.6K
1.1K $283K
AEP
American Electric Power CO Inc

Utilities
264
+ 10.52%
$103.26 - $115.0 $27.3K - $30.4K
2.77K $312K
IWR
Ishares Russell Mid Cap ETF

ETFs
302
+ 6.93%
$92.26 - $97.51 $27.9K - $29.4K
4.66K $449K
EMR
Emerson Electric CO

Industrials
475
+ 7.15%
$128.6 - $149.63 $61.1K - $71.1K
7.11K $933K
FDT
First Trust Developed Markets

ETFs
152
+ 2.95%
$68.09 - $76.05 $10.3K - $11.6K
5.31K $400K
SCHA
Schwab Strategic Tr Us Small C

ETFs
572
+ 5.07%
$25.29 - $28.33 $14.5K - $16.2K
11.9K $330K
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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