Ifg Advisory, LLC Portfolio Holdings

Ifg Advisory, LLC

  • $2.09 Billion
  • Q3 2025

Ifg Advisory, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.09 Billion distributed in 763 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $60.5M, Invesco Qqq Trust, Series 1 with a value of $52.8M, Vanguard Total Stock Market Et with a value of $47.9M, Apple Inc. with a value of $42.4M, and Dimensional ETF Tr U S Core Eq with a value of $37.5M.

Examining the 13F form we can see an increase of $182M in the current position value, from $1.91B to 2.09B.

Below you can find more details about Ifg Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.09 Billion
ETFs: $1.4 Billion
Technology: $191 Million
Financial Services: $132 Million
Consumer Cyclical: $79.7 Million
Industrials: $63.6 Million
Healthcare: $47 Million
Consumer Defensive: $45.6 Million
Communication Services: $37.7 Million
Other: $67.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$270B
$3.43 Million 0.16% of portfolio
21,570
Q3 2025 Reduced 0.91%
$84.9B
$3.38 Million 0.16% of portfolio
20,054
Q3 2025 Added 9.01%
$152B
$3.27 Million 0.16% of portfolio
13,251
Q3 2025 Added 13.06%
$23B
$3.28 Million 0.16% of portfolio
31,933
Q3 2025 Added 6.45%
$96.7B
$3.44 Million 0.16% of portfolio
68,103
Q3 2025 Added 7.16%
$103B
$3.4 Million 0.16% of portfolio
45,101
Q3 2025 Added 222.5%
$60.5B
$3.15 Million 0.15% of portfolio
34,728
Q3 2025 Added 7.32%
$512B
$3.21 Million 0.15% of portfolio
5,636
Q3 2025 Added 18.45%
$1.65T
$3.23 Million 0.15% of portfolio
13,284
Q3 2025 Reduced 4.77%
$167B
$3.22 Million 0.15% of portfolio
33,780
Q3 2025 Added 0.79%
$84B
$3.22 Million 0.15% of portfolio
16,757
Q3 2025 Added 8.95%
$306B
$3.08 Million 0.15% of portfolio
46,499
Q3 2025 Reduced 3.04%
$346B
$2.84 Million 0.14% of portfolio
18,475
Q3 2025 Reduced 1.73%
$3.73B
$2.98 Million 0.14% of portfolio
51,252
Q3 2025 Added 16.55%
$57.5B
$3 Million 0.14% of portfolio
10,988
Q3 2025 Added 12.48%
$115B
$2.83 Million 0.14% of portfolio
5,773
Q3 2025 Added 12.93%
$255B
$2.68 Million 0.13% of portfolio
8,063
Q3 2025 Reduced 1.67%
$183B
$2.62 Million 0.13% of portfolio
9,289
Q3 2025 Added 1.15%
$3.47B
$2.65 Million 0.13% of portfolio
39,630
Q3 2025 Added 27.34%
$49.1B
$2.72 Million 0.13% of portfolio
2,270
Q3 2025 Reduced 14.11%
$291B
$2.61 Million 0.13% of portfolio
5,477
Q3 2025 Reduced 1.67%
$23.4B
$2.79 Million 0.13% of portfolio
347
Q3 2025 Added 23.93%
$65.2B
$2.73 Million 0.13% of portfolio
6,471
Q3 2025 Reduced 0.66%
$971B
$2.55 Million 0.12% of portfolio
3,345
Q3 2025 Reduced 11.53%
$55.7B
$2.44 Million 0.12% of portfolio
16,017
Q3 2025 Added 32.31%
$112B
$2.45 Million 0.12% of portfolio
71,204
Q3 2025 Reduced 1.34%
$303B
$2.47 Million 0.12% of portfolio
15,884
Q3 2025 Added 14.96%
$82.8B
$2.57 Million 0.12% of portfolio
8,920
Q3 2025 Added 16.46%
$26.3B
$2.33 Million 0.11% of portfolio
12,461
Q3 2025 Reduced 0.69%
$99.5B
$2.34 Million 0.11% of portfolio
51,811
Q3 2025 New
$8.21B
$2.4 Million 0.11% of portfolio
32,682
Q3 2025 Added 28.77%
$168B
$2.25 Million 0.11% of portfolio
29,779
Q3 2025 Added 86.17%
$47.8B
$2.25 Million 0.11% of portfolio
33,370
Q3 2025 Added 5.86%
$70.2B
$2.33 Million 0.11% of portfolio
74,479
Q3 2025 Reduced 24.34%
$204B
$2.25 Million 0.11% of portfolio
16,022
Q3 2025 Added 6.44%
$1.29B
$2.32 Million 0.11% of portfolio
46,338
Q3 2025 Reduced 1.91%
$24.2B
$2.32 Million 0.11% of portfolio
7,464
Q3 2025 New
$12.8B
$2.08 Million 0.1% of portfolio
14,572
Q3 2025 Reduced 5.27%
$14.2B
$2.02 Million 0.1% of portfolio
11,390
Q3 2025 Added 83.71%
$104B
$2.08 Million 0.1% of portfolio
7,077
Q3 2025 Reduced 2.45%
$10.3B
$2.12 Million 0.1% of portfolio
30,976
Q3 2025 Reduced 2.18%
$235B
$2.09 Million 0.1% of portfolio
24,893
Q3 2025 Reduced 0.19%
$0
$2.15 Million 0.1% of portfolio
108,624
Q3 2025 Reduced 8.77%
$404B
$1.84 Million 0.09% of portfolio
1,993
Q3 2025 Reduced 4.55%
$148B
$1.93 Million 0.09% of portfolio
24,122
Q3 2025 Reduced 0.84%
$224B
$1.79 Million 0.09% of portfolio
5,880
Q3 2025 Reduced 2.7%
$564M
$1.91 Million 0.09% of portfolio
48,460
Q3 2025 Reduced 2.91%
$413B
$1.93 Million 0.09% of portfolio
37,459
Q3 2025 Added 1.66%
$266B
$1.69 Million 0.08% of portfolio
5,982
Q3 2025 Reduced 3.24%

Summary

  • Portfolio
  • No. of Stocks 763
  • Current Value $2.09 Billion
  • Prior Value $1.91 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 68 stocks
  • Additional Purchases 392 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 246 stocks
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