Ifg Advisory, LLC Sells in Q3 2025

Ifg Advisory, LLC

  • $2.09 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-215
- 3.91%
$181.56 - $190.33 $39K - $40.9K
5.28K $1M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-752
- 1.82%
$17.81 - $18.39 $13.4K - $13.8K
40.5K $738K
CSX
Csx Corp

Industrials
-971
- 7.09%
$32.05 - $36.52 $31.1K - $35.5K
12.7K $452K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-8.01K
- 7.41%
$29.2 - $32.74 $234K - $262K
100K $3.19M
NVS
Novartis Ag

Healthcare
-93
- 4.04%
$113.5 - $129.73 $10.6K - $12.1K
2.21K $283K
IYJ
Ishares Tr

ETFs
-62
- 1.44%
$142.42 - $148.18 $8.83K - $9.19K
4.26K $620K
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
-183
- 1.05%
$62.21 - $69.26 $11.4K - $12.7K
17.2K $1.11M
IDV
Ishares Tr

ETFs
-106
- 1.47%
$34.54 - $37.28 $3.66K - $3.95K
7.09K $258K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-660
- 6.4%
$47.78 - $52.76 $31.5K - $34.8K
9.66K $503K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-66
- 1.76%
$62.54 - $68.42 $4.13K - $4.52K
3.68K $248K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-76
- 2.28%
$77.5 - $86.87 $5.89K - $6.6K
3.25K $272K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-65
- 1.44%
$91.28 - $97.59 $5.93K - $6.34K
4.44K $425K
F
Ford Motor CO

Consumer Cyclical
-436
- 2.2%
$10.82 - $12.09 $4.72K - $5.27K
19.4K $231K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-18
- 0.84%
$301.44 - $365.84 $5.43K - $6.59K
2.12K $687K
CFG
Citizens Financial Group Inc

Financial Services
-1.18K
- 12.3%
$46.1 - $53.65 $54.2K - $63K
8.38K $445K
PFF
Ishares Trust Ishares Pfd And

ETFs
-820
- 1.71%
$30.67 - $32.13 $25.1K - $26.3K
47.1K $1.49M
VBK
Vanguard Small Cap Growth ETF

ETFs
-70
- 3.63%
$276.51 - $305.12 $19.4K - $21.4K
1.86K $553K
ETR
Entergy Corp

Utilities
-452
- 7.37%
$80.93 - $93.55 $36.6K - $42.3K
5.68K $529K
MCD
Mcdonalds Corp

Consumer Cyclical
-163
- 2.7%
$291.67 - $316.99 $47.5K - $51.7K
5.88K $1.79M
SPG
Simon Property Group Inc

Real Estate
-154
- 8.2%
$159.93 - $187.67 $24.6K - $28.9K
1.73K $323K
CATY
Cathay General Bancorp

Financial Services
-69
- 0.68%
$44.78 - $50.42 $3.09K - $3.48K
10.1K $485K
CW
Curtiss Wright Corp

Industrials
-35
- 4.61%
$472.43 - $542.94 $16.5K - $19K
724 $393K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-211
- 4.91%
$208.95 - $229.72 $44.1K - $48.5K
4.09K $938K
WABC
Westamerica Bancorporation

Financial Services
-902
- 1.91%
$47.32 - $51.89 $42.7K - $46.8K
46.3K $2.32M
PAVE
Global X Fds Us Infrastructure

ETFs
-51
- 0.61%
$44.02 - $47.63 $2.25K - $2.43K
8.3K $395K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.05K
- 3.53%
$53.81 - $57.52 $56.4K - $60.3K
28.7K $1.65M
BX
Blackstone Inc.

Financial Services
-83
- 3.69%
$152.77 - $188.68 $12.7K - $15.7K
2.17K $370K
SPVM
Invesco S&P 500 Value With Mom

ETFs
-650
- 4.93%
$59.87 - $65.75 $38.9K - $42.7K
12.5K $824K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-101
- 0.85%
$136.48 - $142.97 $13.8K - $14.4K
11.8K $1.66M
FNDX
Schwab Fundamental U S Large C

ETFs
-23
- 0.1%
$24.38 - $26.34 $561 - $606
23.7K $622K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-27
- 0.7%
$138.08 - $151.2 $3.73K - $4.08K
3.81K $575K
IWD
Ishares Russell 1000 Val ETF

ETFs
-166
- 2.01%
$192.76 - $203.86 $32K - $33.8K
8.1K $1.65M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-11
- 1.68%
$473.44 - $553.71 $5.21K - $6.09K
645 $352K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-265
- 0.93%
$31.31 - $34.54 $8.3K - $9.15K
28.2K $948K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-450
- 1.59%
$41.91 - $44.87 $18.9K - $20.2K
27.8K $1.24M
XLY
Select Sector Spdr Consumer Di

ETFs
-666
- 7.17%
$216.09 - $242.18 $144K - $161K
8.62K $2.07M
DFAI
Dimensional ETF Tr

ETFs
-558
- 1.3%
$34.05 - $36.55 $19K - $20.4K
42.4K $1.54M
EBAY
Ebay Inc

Consumer Cyclical
-45
- 1.21%
$75.33 - $100.77 $3.39K - $4.53K
3.69K $335K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-242
- 0.54%
$42.43 - $45.05 $10.3K - $10.9K
44.2K $1.94M
AMD
Advanced Micro Devices Inc

Technology
-577
- 7.35%
$134.8 - $184.42 $77.8K - $106K
7.27K $1.18M
AXP
American Express CO

Financial Services
-137
- 1.67%
$294.27 - $342.31 $40.3K - $46.9K
8.06K $2.68M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-965
- 17.99%
$96.73 - $137.09 $93.3K - $132K
4.4K $582K
IWV
Ishares Russell 3000 ETF

ETFs
-12
- 0.45%
$351.04 - $379.81 $4.21K - $4.56K
2.68K $1.01M
NTRS
Northern Trust Corp

Financial Services
-89
- 0.81%
$123.6 - $134.6 $11K - $12K
11K $1.47M
STT
State Street Corp

Financial Services
-611
- 3.97%
$102.01 - $117.25 $62.3K - $71.6K
14.8K $1.71M
IXUS
Ishares Tr

ETFs
-738
- 2.74%
$76.35 - $82.58 $56.3K - $60.9K
26.2K $2.16M
QS
Quantum Scape Corp

Consumer Cyclical
-1.45K
- 8.08%
$6.36 - $14.64 $9.22K - $21.2K
16.5K $203K
MSM
Msc Industrial Direct CO Inc

Industrials
-204
- 1.42%
$84.9 - $92.9 $17.3K - $19K
14.2K $1.31M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-170
- 3.23%
$205.52 - $234.96 $34.9K - $39.9K
5.09K $1.2M
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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