Ifg Advisory, LLC Incresed Positions in Q4 2024

Ifg Advisory, LLC

  • $1.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KRE
Spdr S&P Regional Banking ETF

ETFs
9.62K
+ 72.81%
$54.6 - $68.9 $525K - $663K
22.8K $1.38M
MSFT
Microsoft Corp

Technology
2.18K
+ 6.21%
$406.35 - $454.46 $886K - $991K
37.3K $15.7M
CSCO
Cisco Systems, Inc.

Technology
2.41K
+ 3.12%
$52.45 - $60.02 $127K - $145K
79.6K $4.72M
IEFA
Ishares Tr

ETFs
23.5K
+ 17.03%
$70.06 - $77.43 $1.65M - $1.82M
162K $11.4M
VXF
Vanguard Extended Market ETF

ETFs
1.47K
+ 4.28%
$179.17 - $207.15 $264K - $305K
35.9K $6.81M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
13.1K
+ 17.22%
$30.04 - $32.01 $394K - $420K
89.4K $2.81M
MA
Mastercard Inc

Financial Services
610
+ 13.06%
$491.3 - $536.15 $300K - $327K
5.28K $2.78M
ET
Energy Transfer LP

Energy
5K
+ 4.79%
$16.05 - $19.86 $80.2K - $99.2K
109K $2.14M
CBSH
Commerce Bancshares Inc

Financial Services
2.62K
+ 2.6%
$57.04 - $74.36 $149K - $195K
103K $6.43M
CGDV
Capital Group Divid Value ETF

ETFs
13.3K
+ 103.07%
$35.16 - $37.12 $468K - $494K
26.2K $924K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.91K
+ 38.78%
$131.66 - $144.0 $514K - $562K
14K $1.85M
KEYS
Keysight Technologies, Inc.

Technology
2.22K
+ 10.93%
$149.01 - $172.53 $331K - $383K
22.5K $3.62M
RF
Regions Financial Corp

Financial Services
16.3K
+ 45.67%
$22.45 - $27.47 $366K - $448K
52.1K $1.22M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
4.06K
+ 14.86%
$73.49 - $86.09 $299K - $350K
31.4K $2.42M
CGGR
Capital Group Growth ETF Shs C

ETFs
9.12K
+ 60.05%
$34.49 - $39.24 $315K - $358K
24.3K $903K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
12.2K
+ 9.23%
$35.45 - $40.33 $434K - $494K
145K $5.19M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
686
+ 2.25%
$417.69 - $450.94 $287K - $309K
31.2K $13.3M
DKL
Delek Logistics Partners, LP

Energy
9.34K
+ 37.16%
$38.06 - $44.95 $356K - $420K
34.5K $1.46M
EPD
Enterprise Products Partners L.P.

Energy
6.35K
+ 9.27%
$28.66 - $34.43 $182K - $219K
74.9K $2.35M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
34.4K
+ 332.89%
$26.93 - $84.95 $926K - $2.92M
44.7K $1.22M
VGIT
Vanguard Intermediate Term Tre

ETFs
6.58K
+ 19.93%
$57.78 - $60.4 $380K - $398K
39.6K $2.3M
URA
Global X Uranium ETF

ETFs
11.2K
+ 73.31%
$26.78 - $33.46 $301K - $376K
26.6K $711K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
23.6K
+ 31.26%
$8.22 - $9.44 $194K - $223K
99.1K $874K
WABC
Westamerica Bancorporation

Financial Services
2.42K
+ 5.77%
$47.14 - $58.54 $114K - $141K
44.3K $2.32M
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
EFG
Msci Eafe Growth ETF

ETFs
5K
+ 21.88%
$96.83 - $106.88 $484K - $534K
27.8K $2.69M
ENB
Enbridge Inc

Energy
2.9K
+ 5.21%
$40.4 - $43.92 $117K - $127K
58.5K $2.48M
T
At&T Inc.

Communication Services
8.59K
+ 22.21%
$21.22 - $23.88 $182K - $205K
47.2K $1.08M
EFV
Msci Eafe Value ETF

ETFs
9.26K
+ 17.89%
$51.78 - $57.15 $479K - $529K
61K $3.2M
CMI
Cummins Inc

Industrials
12
+ 0.16%
$324.93 - $383.42 $3.9K - $4.6K
7.49K $2.61M
ARCC
Ares Capital Corp

Financial Services
6.87K
+ 17.06%
$20.74 - $22.27 $142K - $153K
47.1K $1.03M
PG
Procter & Gamble CO

Consumer Defensive
1.72K
+ 9.15%
$161.05 - $179.7 $277K - $309K
20.5K $3.44M
XLC
Select Sector Spdr Tr Communic

ETFs
272
+ 1.13%
$89.66 - $102.16 $24.4K - $27.8K
24.3K $2.35M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.14K
+ 4.8%
$80.93 - $85.66 $416K - $440K
112K $9.09M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
12K
+ 8.69%
$25.25 - $26.34 $304K - $317K
151K $3.81M
CGCP
Capital Group Core Plus Income

ETFs
8.78K
+ 30.24%
$22.13 - $23.17 $194K - $204K
37.8K $839K
VONG
Vanguard Russell 1000 Growth E

ETFs
394
+ 2.2%
$95.27 - $107.82 $37.5K - $42.5K
18.3K $1.89M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.32K
+ 2.19%
$100.24 - $101.35 $233K - $236K
109K $10.9M
IAU
Ishares Gold Trust

ETFs
3.24K
+ 16.86%
$48.37 - $52.65 $157K - $170K
22.4K $1.11M
NTRS
Northern Trust Corp

Financial Services
159
+ 1.43%
$88.4 - $111.16 $14.1K - $17.7K
11.3K $1.15M
XLP
Consumer Staples Sector Spdr

ETFs
2.02K
+ 2.03%
N/A
101K $7.7M
ACN
Accenture PLC

Technology
446
+ 4.4%
$343.9 - $376.86 $153K - $168K
10.6K $3.72M
HDV
Ishares Core High Dividend ETF

ETFs
2.51K
+ 9.37%
$110.82 - $121.28 $278K - $304K
29.3K $3.29M
GLD
Spdr Gold Trust

ETFs
607
+ 3.68%
$236.59 - $257.5 $144K - $156K
17.1K $4.14M
DGRO
Ishares Core Dividend Growth E

ETFs
2.39K
+ 19.06%
$60.73 - $64.94 $145K - $155K
15K $917K
LQD
Ishares Iboxx $ Investment Gra

ETFs
6.79K
+ 6.99%
$106.56 - $113.11 $723K - $768K
104K $11.1M
CASS
Cass Information Systems Inc

Industrials
3.75K
+ 8.25%
$39.91 - $46.17 $150K - $173K
49.1K $2.01M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
8.48K
+ 72.88%
$13.12 - $13.68 $111K - $116K
20.1K $268K
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
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