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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MORGAN STANLEY

MS|617446448

Shares:6.9K

Value:$808.8K

% of Portfolio:0.2% ($808.8K/$519.2M)

25434V401

Shares:13.3K

Value:$803.0K

% of Portfolio:0.2% ($803.0K/$519.2M)

922908611

VBR|922908611

Shares:4.3K

Value:$794.2K

% of Portfolio:0.2% ($794.2K/$519.2M)

25434V807

Shares:19.6K

Value:$771.8K

% of Portfolio:0.1% ($771.8K/$519.2M)

922908736

VUG|922908736

Shares:2.1K

Value:$762.6K

% of Portfolio:0.1% ($762.6K/$519.2M)

Tesla, Inc.

TSLA|88160R101

Shares:2.9K

Value:$747.9K

% of Portfolio:0.1% ($747.9K/$519.2M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:4.4K

Value:$731.4K

% of Portfolio:0.1% ($731.4K/$519.2M)

922908595

VBK|922908595

Shares:2.9K

Value:$724.5K

% of Portfolio:0.1% ($724.5K/$519.2M)

25434V500

Shares:12.1K

Value:$721.6K

% of Portfolio:0.1% ($721.6K/$519.2M)

98149E303

Shares:11.6K

Value:$718.8K

% of Portfolio:0.1% ($718.8K/$519.2M)

UNION PACIFIC CORP

UNP|907818108

Shares:3.0K

Value:$712.5K

% of Portfolio:0.1% ($712.5K/$519.2M)

US BANCORP \DE\

USB|902973304

Shares:16.3K

Value:$687.1K

% of Portfolio:0.1% ($687.1K/$519.2M)

Alphabet Inc.

GOOG|02079K107

Shares:4.3K

Value:$677.4K

% of Portfolio:0.1% ($677.4K/$519.2M)

ELI LILLY & Co

LLY|532457108

Shares:804

Value:$664.0K

% of Portfolio:0.1% ($664.0K/$519.2M)

Palo Alto Networks Inc

PANW|697435105

Shares:3.7K

Value:$624.4K

% of Portfolio:0.1% ($624.4K/$519.2M)

921910733

ESGV|921910733

Shares:6.3K

Value:$621.5K

% of Portfolio:0.1% ($621.5K/$519.2M)

Aon plc

AON|G0403H108

Shares:1.5K

Value:$585.1K

% of Portfolio:0.1% ($585.1K/$519.2M)

Merck & Co., Inc.

MRK|58933Y105

Shares:6.5K

Value:$580.5K

% of Portfolio:0.1% ($580.5K/$519.2M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:8.5K

Value:$511.7K

% of Portfolio:0.1% ($511.7K/$519.2M)

Bank of New York Mellon Corp

BK|064058100

Shares:6.0K

Value:$503.1K

% of Portfolio:0.1% ($503.1K/$519.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MORGAN STANLEY(MScusip617446448)	6.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$808.8K	0.2% ($808.8K/$519.2M)	QoQ -7.19% (-$62.7K) YoY +23.90% (+$156.0K)
(cusip25434V401)✕	13.3K	QoQ +2.31% (-300) YoY NEW(+13.3K)	All Managers (Combined)	$803.0K	0.2% ($803.0K/$519.2M)	QoQ -2.93% (-$24.3K) YoY NEW(+$803.0K)
(VBRcusip922908611)	4.3K	QoQ +0.14% (-6) YoY +14.10% (+527)	All Managers (Combined)	$794.2K	0.2% ($794.2K/$519.2M)	QoQ -5.87% (-$49.6K) YoY +10.79% (+$77.4K)
(cusip25434V807)✕	19.6K	QoQ -1.94% (-388) YoY +27.62% (+4.2K)	All Managers (Combined)	$771.8K	0.1% ($771.8K/$519.2M)	QoQ +8.78% (-$62.3K) YoY +36.68% (+$207.1K)
(VUGcusip922908736)	2.1K	QoQ -0.29% (-6) YoY -4.10% (-88)	All Managers (Combined)	$762.6K	0.1% ($762.6K/$519.2M)	QoQ -9.91% (-$84.0K) YoY +3.30% (-$24.4K)
Tesla, Inc.(TSLAcusip88160R101)	2.9K	QoQ -15.21% (-518) YoY -13.67% (-457)	All Managers (Combined)	$747.9K	0.1% ($747.9K/$519.2M)	QoQ -45.59% (-$626.7K) YoY +27.27% (-$160.3K)
JOHNSON & JOHNSON(JNJcusip478160104)	4.4K	QoQ -0.09% (-4) YoY +15.96% (+607)	All Managers (Combined)	$731.4K	0.1% ($731.4K/$519.2M)	QoQ +14.56% (-$93.0K) YoY +21.56% (+$129.8K)
(VBKcusip922908595)	2.9K	QoQ 0.00% (-0) YoY +13.94% (+352)	All Managers (Combined)	$724.5K	0.1% ($724.5K/$519.2M)	QoQ -10.07% (-$81.2K) YoY +10.04% (+$66.1K)
(cusip25434V500)✕	12.1K	QoQ -6.43% (-831) YoY +8.49% (+946)	All Managers (Combined)	$721.6K	0.1% ($721.6K/$519.2M)	QoQ -14.09% (-$118.4K) YoY +3.99% (+$27.7K)
(cusip98149E303)✕	11.6K	QoQ +29.03% (+2.6K) YoY NEW(+11.6K)	All Managers (Combined)	$718.8K	0.1% ($718.8K/$519.2M)	QoQ +53.60% (+$250.8K) YoY NEW(+$718.8K)
UNION PACIFIC CORP(UNPcusip907818108)	3.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$712.5K	0.1% ($712.5K/$519.2M)	QoQ +3.59% (+$24.7K) YoY -3.93% (-$29.2K)
US BANCORP \DE\(USBcusip902973304)	16.3K	QoQ 0.00% (-0) YoY -2.11% (-351)	All Managers (Combined)	$687.1K	0.1% ($687.1K/$519.2M)	QoQ -11.72% (-$91.3K) YoY -7.54% (-$56.1K)
Alphabet Inc.(GOOGcusip02079K107)	4.3K	QoQ 0.00% (-0) YoY +1.97% (+84)	All Managers (Combined)	$677.4K	0.1% ($677.4K/$519.2M)	QoQ -17.96% (-$148.3K) YoY +4.63% (+$30.0K)
ELI LILLY & Co(LLYcusip532457108)	804	QoQ 0.00% (+0) YoY +1.13% (+9)	All Managers (Combined)	$664.0K	0.1% ($664.0K/$519.2M)	QoQ +6.98% (+$43.3K) YoY +7.36% (+$45.6K)
Palo Alto Networks Inc(PANWcusip697435105)	3.7K	QoQ +5.93% (-205) YoY NEW(+3.7K)	All Managers (Combined)	$624.4K	0.1% ($624.4K/$519.2M)	QoQ -0.65% (-$4.1K) YoY NEW(+$624.4K)
(ESGVcusip921910733)	6.3K	QoQ +2.22% (-138) YoY +10.21% (+588)	All Managers (Combined)	$621.5K	0.1% ($621.5K/$519.2M)	QoQ -4.54% (-$29.6K) YoY +15.84% (+$85.0K)
Aon plc(AONcusipG0403H108)	1.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$585.1K	0.1% ($585.1K/$519.2M)	QoQ +11.11% (+$58.5K) YoY +19.58% (+$95.8K)
Merck & Co., Inc.(MRKcusip58933Y105)	6.5K	QoQ +0.95% (-61) YoY -1.26% (-83)	All Managers (Combined)	$580.5K	0.1% ($580.5K/$519.2M)	QoQ -8.91% (-$56.8K) YoY -32.83% (-$283.8K)
ALTRIA GROUP, INC.(MOcusip02209S103)	8.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$511.7K	0.1% ($511.7K/$519.2M)	QoQ +14.78% (+$65.9K) YoY +37.59% (+$139.8K)
Bank of New York Mellon Corp(BKcusip064058100)	6.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$503.1K	0.1% ($503.1K/$519.2M)	QoQ +9.16% (+$42.2K) YoY +45.55% (+$157.5K)