Ifg Advisory, LLC Purchases in Q4 2024

Ifg Advisory, LLC

  • $1.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
40.1K
New
$7.83 - $8.16 $314K - $327K
40.1K $315K
PSA
Public Storage

Real Estate
1.05K
New
$289.33 - $360.21 $304K - $378K
1.05K $314K
WELL
Welltower Inc.

Real Estate
2.48K
New
$123.11 - $139.3 $305K - $345K
2.48K $312K
GPN
Global Payments Inc

Industrials
2.78K
New
$97.57 - $119.38 $272K - $332K
2.78K $311K
ISRG
Intuitive Surgical Inc

Healthcare
595
New
$471.27 - $550.62 $280K - $328K
595 $310K
PAYX
Paychex Inc

Industrials
2.17K
New
$135.86 - $148.73 $295K - $323K
2.17K $304K
VGIT
Vanguard Intermediate Term Tre

ETFs
6.58K
+ 19.93%
$57.78 - $60.4 $380K - $398K
39.6K $2.3M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
5.87K
New
$50.81 - $51.59 $298K - $303K
5.87K $300K
RSG
Republic Services, Inc.

Industrials
1.49K
New
$198.0 - $218.75 $294K - $325K
1.49K $299K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
7.38K
New
$40.41 - $45.12 $298K - $333K
7.38K $298K
VT
Vanguard Total World Stk Index

ETFs
2.5K
New
$117.09 - $123.07 $293K - $308K
2.5K $294K
VICI
Vici Properties Inc.

Real Estate
10K
New
$28.27 - $33.19 $283K - $332K
10K $292K
PGR
Progressive Corp

Financial Services
1.2K
New
$239.6 - $268.88 $286K - $321K
1.2K $286K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
659
New
$338.38 - $446.21 $223K - $294K
659 $286K
TIP
Ishares Tr Tips Bd ETF

ETFs
2.68K
New
$106.33 - $110.69 $285K - $296K
2.68K $285K
SPTS
Spdr Portfolio Short Term Trea

ETFs
9.73K
New
$28.88 - $29.33 $281K - $285K
9.73K $282K
NXPI
Nxp Semiconductors N.V.

Technology
1.34K
New
$207.27 - $255.58 $278K - $342K
1.34K $278K
SNPS
Synopsys Inc

Technology
571
New
$485.36 - $588.0 $277K - $336K
571 $277K
AIG
American International Group, Inc.

Financial Services
3.81K
New
$70.0 - $79.22 $267K - $302K
3.81K $277K
JSML
Janus Detroit Str Tr Henderson

ETFs
4.19K
New
$63.67 - $73.6 $267K - $308K
4.19K $274K
NKE
Nike, Inc.

Consumer Cyclical
3.62K
New
$73.36 - $89.13 $265K - $322K
3.62K $273K
DHI
Horton D R Inc

Consumer Cyclical
1.96K
New
$137.24 - $194.56 $268K - $381K
1.96K $273K
URA
Global X Uranium ETF

ETFs
11.2K
+ 73.31%
$26.78 - $33.46 $301K - $376K
26.6K $711K
IAI
Ishares Tr Us Broker Dealers &

ETFs
1.89K
New
$127.59 - $153.41 $241K - $290K
1.89K $272K
FDT
First Trust Developed Markets

ETFs
5.04K
New
$53.27 - $57.72 $269K - $291K
5.04K $272K
WMB
Williams Companies, Inc.

Energy
5K
New
$46.37 - $59.74 $232K - $299K
5K $270K
KKR
Kkr & Co. Inc.

Financial Services
1.83K
New
$129.87 - $162.87 $237K - $298K
1.83K $270K
YUM
Yum Brands Inc

Consumer Cyclical
2.02K
New
$130.36 - $139.54 $263K - $281K
2.02K $270K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.95K
New
$89.81 - $104.0 $265K - $307K
2.95K $266K
SSB
South State Corp

Financial Services
2.65K
New
$94.05 - $111.93 $249K - $297K
2.65K $263K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.63K
New
$160.89 - $176.18 $262K - $287K
1.63K $263K
VIS
Vanguard Industrial ETF

ETFs
1.03K
New
$254.39 - $279.7 $263K - $289K
1.03K $262K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
10K
New
$26.16 - $29.13 $262K - $291K
10K $262K
UL
Unilever PLC

Consumer Defensive
4.62K
New
$56.7 - $64.64 $262K - $299K
4.62K $261K
FICS
First Tr Exchange Traded Fd Vi

ETFs
7.67K
New
$33.95 - $37.2 $260K - $285K
7.67K $260K
EBAY
Ebay Inc

Consumer Cyclical
4.21K
New
$57.51 - $67.17 $242K - $283K
4.21K $260K
CBU
Community Bank System, Inc.

Financial Services
4.2K
New
$56.38 - $71.45 $237K - $300K
4.2K $259K
CYBR
Cyber Ark Software Ltd.

Technology
772
New
$274.1 - $333.15 $212K - $257K
772 $257K
CAH
Cardinal Health Inc

Healthcare
2.18K
New
$107.89 - $125.33 $235K - $273K
2.18K $257K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
23.6K
+ 31.26%
$8.22 - $9.44 $194K - $223K
99.1K $874K
UBER
Uber Technologies, Inc

Technology
4.24K
New
$59.93 - $86.34 $254K - $366K
4.24K $255K
WABC
Westamerica Bancorporation

Financial Services
2.42K
+ 5.77%
$47.14 - $58.54 $114K - $141K
44.3K $2.32M
APA
Apa Corp

Energy
11K
New
$20.47 - $27.07 $225K - $298K
11K $254K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
11.1K
New
$22.72 - $23.0 $252K - $255K
11.1K $253K
INTU
Intuit Inc

Technology
400
New
$602.01 - $706.25 $241K - $283K
400 $251K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
6.08K
+ 45.72%
$50.06 - $55.0 $304K - $334K
19.4K $972K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.02K
+ 5.69%
$49.03 - $53.35 $148K - $161K
56K $2.87M
RWR
Spdr Dow Jones Reit ETF

ETFs
2.53K
New
$97.84 - $108.61 $247K - $274K
2.53K $249K
NOC
Northrop Grumman Corp

Industrials
525
New
$466.52 - $543.88 $245K - $286K
525 $246K
Activity Summary
Buys All Purchases 509 New Holdings 305 Increased Positions 204 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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