Ifg-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "RF",
  "MU",
  "ABT",
  "ABBV",
  "ALL",
  "GOOGL",
  "AXP",
  "SCHH",
  null,
  null,
  null,
  null,
  "HON",
  "HD",
  "MCD",
  "FBIN",
  "UNP",
  "EMR",
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  "IVW",
  "IJH",
  "ICF",
  "MPC",
  null,
  "MSFT",
  "MDLZ",
  "MS",
  "HEI",
  null,
  "IJR",
  "IWD",
  "NOC",
  null,
  "VGIT",
  null,
  null,
  "IWF",
  null,
  "PANW",
  "IEMG",
  "IJK",
  "IVV",
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "MRK",
  "VZ",
  null,
  "SPDW",
  null,
  "SBUX",
  "CI",
  "TMO",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "VWO",
  "VSS",
  null,
  null,
  "VIG",
  null,
  "EA",
  "MUSA",
  "AON",
  "AEE",
  null,
  "IWR",
  null,
  "AMZN",
  "IVE",
  null,
  null,
  "USB",
  "ESGV",
  "VUG",
  "VEA",
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  "VBK",
  null,
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "WMT",
  "WFC",
  null,
  null,
  null,
  "DVY",
  "CRM",
  null,
  "DIA",
  null,
  "MELI",
  "BAC",
  "BK",
  "BRK-B",
  "CTAS",
  "CSCO",
  "C",
  "KO",
  "COST",
  "GLW",
  "CSX",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "DPZ",
  "RSP",
  "IJJ",
  "EFA",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-08
Total Holdings: 149
Total Value: 519159572
Accession Number: 0001085146-25-001924
Form Type: 13F-HR
CIK: ifg-advisors
Manager Name: Ifg-Advisors

Data Enrichment

75% identified

112 identified37 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

149 positions • $519.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:12.6K

Value:$5.3M

% of Portfolio:1.0% ($5.3M/$519.2M)

464288273

Shares:80.4K

Value:$5.1M

% of Portfolio:1.0% ($5.1M/$519.2M)

464288513

Shares:56.5K

Value:$4.5M

% of Portfolio:0.9% ($4.5M/$519.2M)

922908751

VB|922908751

Shares:20.0K

Value:$4.4M

% of Portfolio:0.9% ($4.4M/$519.2M)

922908553

VNQ|922908553

Shares:41.5K

Value:$3.8M

% of Portfolio:0.7% ($3.8M/$519.2M)

NVIDIA CORP

NVDA|67066G104

Shares:26.8K

Value:$2.9M

% of Portfolio:0.6% ($2.9M/$519.2M)

EXXON MOBIL CORP

XOM|30231G102

Shares:20.4K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$519.2M)

02072L532

Shares:118.2K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$519.2M)

MICROSOFT CORP

MSFT|594918104

Shares:6.0K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$519.2M)

922908629

VO|922908629

Shares:8.5K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$519.2M)

464288414

MUB|464288414

Shares:20.0K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$519.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:8.5K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$519.2M)

78468R853

Shares:50.0K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$519.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.7K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$519.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:12.7K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$519.2M)

AMAZON COM INC

AMZN|023135106

Shares:9.6K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$519.2M)

464287614

IWF|464287614

Shares:5.0K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$519.2M)

Discover Financial Services

DFS|254709108

Shares:10.2K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$519.2M)

46138G508

Shares:83.3K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$519.2M)

25434V724

Shares:41.5K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$519.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	12.6K	QoQ +0.09% (-12) YoY +0.27% (+35)	All Managers (Combined)	$5.3M	1.0% ($5.3M/$519.2M)	QoQ -1.23% (-$66.2K) YoY +5.84% (+$293.1K)
(cusip464288273)✕	80.4K	QoQ +5.46% (+4.2K) YoY +31.66% (+19.3K)	All Managers (Combined)	$5.1M	1.0% ($5.1M/$519.2M)	QoQ +10.29% (+$477.1K) YoY +32.08% (+$1.2M)
(cusip464288513)✕	56.5K	QoQ -7.09% (-4.3K) YoY +18.35% (+8.8K)	All Managers (Combined)	$4.5M	0.9% ($4.5M/$519.2M)	QoQ -6.81% (-$326.3K) YoY +20.12% (+$747.4K)
(VBcusip922908751)	20.0K	QoQ -1.38% (-281) YoY +3.10% (+602)	All Managers (Combined)	$4.4M	0.9% ($4.4M/$519.2M)	QoQ -8.98% (-$438.4K) YoY +0.01% (+$740)
(VNQcusip922908553)	41.5K	QoQ +9.18% (+3.5K) YoY +54.59% (+14.6K)	All Managers (Combined)	$3.8M	0.7% ($3.8M/$519.2M)	QoQ +10.97% (+$371.1K) YoY +61.84% (+$1.4M)
NVIDIA CORP(NVDAcusip67066G104)	26.8K	QoQ +2.65% (-695) YoY +1043.14% (+24.5K)	All Managers (Combined)	$2.9M	0.6% ($2.9M/$519.2M)	QoQ -17.14% (-$602.1K) YoY +37.12% (+$787.5K)
EXXON MOBIL CORP(XOMcusip30231G102)	20.4K	QoQ 0.00% (+0) YoY +2.03% (+406)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$519.2M)	QoQ +10.56% (+$231.3K) YoY +4.39% (+$102.0K)
(cusip02072L532)✕	118.2K	QoQ 0.00% (-0) YoY +162.31% (+73.1K)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$519.2M)	QoQ -10.20% (-$261.2K) YoY +139.79% (+$1.3M)
MICROSOFT CORP(MSFTcusip594918104)	6.0K	QoQ +0.06% (-4) YoY +12.91% (+682)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$519.2M)	QoQ -10.88% (-$273.6K) YoY +0.73% (+$16.3K)
(VOcusip922908629)	8.5K	QoQ -5.53% (-501) YoY +4.51% (+369)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$519.2M)	QoQ -7.50% (-$179.4K) YoY +8.16% (+$166.9K)
(MUBcusip464288414)	20.0K	QoQ +30.03% (+4.6K) YoY +123.16% (+11.0K)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$519.2M)	QoQ +28.68% (+$469.6K) YoY +118.69% (+$1.1M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	8.5K	QoQ +0.10% (+9) YoY +11.10% (+847)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$519.2M)	QoQ +2.43% (+$49.5K) YoY +36.06% (+$551.1K)
(cusip78468R853)✕	50.0K	QoQ -1.36% (-690) YoY -13.84% (-8.0K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$519.2M)	QoQ -10.49% (-$238.8K) YoY -18.41% (-$459.5K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.7K	QoQ +0.57% (+21) YoY +13.83% (+448)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$519.2M)	QoQ +18.16% (+$301.8K) YoY +44.17% (+$601.5K)
Alphabet Inc.(GOOGLcusip02079K305)	12.7K	QoQ -2.95% (-385) YoY +2.26% (+280)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$519.2M)	QoQ -20.71% (-$511.6K) YoY +4.77% (+$89.2K)
AMAZON COM INC(AMZNcusip023135106)	9.6K	QoQ -2.87% (-283) YoY +45.04% (+3.0K)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$519.2M)	QoQ -15.77% (-$340.5K) YoY +52.98% (+$629.8K)
(IWFcusip464287614)	5.0K	QoQ -0.17% (-9) YoY +0.44% (+22)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$519.2M)	QoQ -10.24% (-$207.0K) YoY +7.60% (+$128.2K)
Discover Financial Services(DFScusip254709108)	10.2K	QoQ 0.00% (-0) YoY +2.86% (+284)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$519.2M)	QoQ -1.46% (-$25.8K) YoY +33.94% (+$441.8K)
(cusip46138G508)✕	83.3K	QoQ NEW(+83.3K) YoY NEW(+83.3K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$519.2M)	QoQ NEW(+$1.7M) YoY NEW(+$1.7M)
(cusip25434V724)✕	41.5K	QoQ 0.00% (+0) YoY +137.25% (+24.0K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$519.2M)	QoQ +0.70% (+$12.0K) YoY +139.05% (+$994.8K)