Ifg Advisory, LLC Incresed Positions in Q3 2025

Ifg Advisory, LLC

  • $2.09 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
1.21K
+ 4.55%
$250.97 - $282.66 $304K - $342K
27.8K $7.85M
VXF
Vanguard Extended Market ETF

ETFs
2.28K
+ 6.04%
$193.58 - $213.07 $441K - $485K
40K $8.37M
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
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
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
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
ENB
Enbridge Inc

Energy
4.55K
+ 7.16%
$43.79 - $50.46 $199K - $230K
68.1K $3.44M
CSCO
Cisco Systems, Inc.

Technology
9.25K
+ 10.96%
$66.2 - $71.79 $612K - $664K
93.6K $6.41M
IEMG
Ishares Inc

ETFs
10.3K
+ 5.92%
N/A
184K $9.87M
DHI
Horton D R Inc

Consumer Cyclical
1.13K
+ 13.02%
$129.82 - $184.04 $147K - $208K
9.81K $1.66M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
10.5K
+ 5.15%
$50.53 - $50.82 $530K - $533K
214K $10.9M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
18.8K
+ 10.91%
$25.83 - $26.47 $484K - $496K
191K $5.02M
GTO
Invesco Actively Managed ETF T

ETFs
7.89K
+ 3.0%
$46.43 - $47.91 $366K - $378K
271K $12.9M
GLDM
World Gold Trust

ETFs
4.41K
+ 24.33%
$64.73 - $76.45 $286K - $337K
22.5K $1.72M
MA
Mastercard Inc

Financial Services
878
+ 18.45%
$550.18 - $598.96 $483K - $526K
5.64K $3.21M
AFL
Aflac Inc

Financial Services
1.88K
+ 3.66%
$98.09 - $111.7 $184K - $210K
53.2K $5.94M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
5.17K
+ 6.61%
$46.4 - $51.49 $240K - $266K
83.3K $4.16M
DUK
Duke Energy Corp

Utilities
2.43K
+ 6.46%
$116.31 - $125.93 $283K - $307K
40.1K $4.96M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
3.06K
+ 80.59%
$105.16 - $140.03 $321K - $428K
6.85K $928K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.35K
+ 3.92%
$102.4 - $103.88 $445K - $451K
115K $11.9M
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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