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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CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:8.0K

Value:$494.4K

% of Portfolio:0.1% ($494.4K/$519.2M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:11.7K

Value:$490.3K

% of Portfolio:0.1% ($490.3K/$519.2M)

464287606

IJK|464287606

Shares:5.9K

Value:$489.9K

% of Portfolio:0.1% ($489.9K/$519.2M)

464287705

IJJ|464287705

Shares:4.0K

Value:$479.5K

% of Portfolio:0.1% ($479.5K/$519.2M)

78468R739

Shares:10.0K

Value:$477.2K

% of Portfolio:0.1% ($477.2K/$519.2M)

46435G326

Shares:6.8K

Value:$471.0K

% of Portfolio:0.1% ($471.0K/$519.2M)

Mondelez International, Inc.

MDLZ|609207105

Shares:6.9K

Value:$470.5K

% of Portfolio:0.1% ($470.5K/$519.2M)

Walt Disney Co

DIS|254687106

Shares:4.7K

Value:$467.6K

% of Portfolio:0.1% ($467.6K/$519.2M)

46434G103

IEMG|46434G103

Shares:8.7K

Value:$466.9K

% of Portfolio:0.1% ($466.9K/$519.2M)

Salesforce, Inc.

CRM|79466L302

Shares:1.7K

Value:$460.2K

% of Portfolio:0.1% ($460.2K/$519.2M)

CORNING INC /NY

GLW|219350105

Shares:10.0K

Value:$455.6K

% of Portfolio:0.1% ($455.6K/$519.2M)

464287879

Shares:4.4K

Value:$430.3K

% of Portfolio:0.1% ($430.3K/$519.2M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:2.0K

Value:$413.1K

% of Portfolio:0.1% ($413.1K/$519.2M)

Fortune Brands Innovations, Inc.

FBIN|34964C106

Shares:6.7K

Value:$410.0K

% of Portfolio:0.1% ($410.0K/$519.2M)

464287408

IVE|464287408

Shares:2.1K

Value:$407.6K

% of Portfolio:0.1% ($407.6K/$519.2M)

CITIGROUP INC

C|172967424

Shares:5.7K

Value:$405.6K

% of Portfolio:0.1% ($405.6K/$519.2M)

45784N601

Shares:16.1K

Value:$399.5K

% of Portfolio:0.1% ($399.5K/$519.2M)

921932505

VOOG|921932505

Shares:1.2K

Value:$398.7K

% of Portfolio:0.1% ($398.7K/$519.2M)

921910725

VSGX|921910725

Shares:6.8K

Value:$398.4K

% of Portfolio:0.1% ($398.4K/$519.2M)

45784N858

Shares:16.7K

Value:$395.5K

% of Portfolio:0.1% ($395.5K/$519.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	8.0K	QoQ +0.09% (+8) YoY +5.02% (+383)	All Managers (Combined)	$494.4K	0.1% ($494.4K/$519.2M)	QoQ +4.34% (+$20.6K) YoY +29.85% (+$113.6K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	11.7K	QoQ +0.03% (-4) YoY +0.58% (+68)	All Managers (Combined)	$490.3K	0.1% ($490.3K/$519.2M)	QoQ -5.01% (-$25.9K) YoY +10.68% (+$47.3K)
(IJKcusip464287606)	5.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$489.9K	0.1% ($489.9K/$519.2M)	QoQ -8.41% (-$45.0K) YoY -8.73% (-$46.9K)
(IJJcusip464287705)	4.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$479.5K	0.1% ($479.5K/$519.2M)	QoQ -4.18% (-$20.9K) YoY +1.21% (+$5.8K)
(cusip78468R739)✕	10.0K	QoQ +0.37% (+37) YoY -2.89% (-299)	All Managers (Combined)	$477.2K	0.1% ($477.2K/$519.2M)	QoQ +0.81% (+$3.8K) YoY -2.56% (-$12.6K)
(cusip46435G326)✕	6.8K	QoQ -24.28% (-2.2K) YoY NEW(+6.8K)	All Managers (Combined)	$471.0K	0.1% ($471.0K/$519.2M)	QoQ -19.09% (-$111.2K) YoY NEW(+$471.0K)
Mondelez International, Inc.(MDLZcusip609207105)	6.9K	QoQ 0.00% (+0) YoY +8.81% (+562)	All Managers (Combined)	$470.5K	0.1% ($470.5K/$519.2M)	QoQ +13.59% (+$56.3K) YoY +5.47% (+$24.4K)
Walt Disney Co(DIScusip254687106)	4.7K	QoQ -0.31% (-15) YoY +8.34% (-365)	All Managers (Combined)	$467.6K	0.1% ($467.6K/$519.2M)	QoQ -11.65% (-$61.7K) YoY -12.61% (-$67.5K)
(IEMGcusip46434G103)	8.7K	QoQ -15.84% (-1.6K) YoY +3.28% (+275)	All Managers (Combined)	$466.9K	0.1% ($466.9K/$519.2M)	QoQ -13.02% (-$69.9K) YoY +8.02% (+$34.7K)
Salesforce, Inc.(CRMcusip79466L302)	1.7K	QoQ +0.88% (-15) YoY +23.38% (+325)	All Managers (Combined)	$460.2K	0.1% ($460.2K/$519.2M)	QoQ -19.02% (-$108.1K) YoY +9.93% (+$41.6K)
CORNING INC /NY(GLWcusip219350105)	10.0K	QoQ 0.00% (-0) YoY +0.55% (+55)	All Managers (Combined)	$455.6K	0.1% ($455.6K/$519.2M)	QoQ -3.66% (-$17.3K) YoY +39.66% (+$129.4K)
(cusip464287879)✕	4.4K	QoQ -4.76% (-221) YoY +23.15% (+830)	All Managers (Combined)	$430.3K	0.1% ($430.3K/$519.2M)	QoQ -14.53% (-$73.2K) YoY +16.81% (+$61.9K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	2.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$413.1K	0.1% ($413.1K/$519.2M)	QoQ -6.25% (-$27.6K) YoY +3.16% (+$12.7K)
Fortune Brands Innovations, Inc.(FBINcusip34964C106)	6.7K	QoQ 0.00% (-0) YoY -2.24% (-155)	All Managers (Combined)	$410.0K	0.1% ($410.0K/$519.2M)	QoQ -10.90% (-$50.2K) YoY -29.71% (-$173.3K)
(IVEcusip464287408)	2.1K	QoQ -5.93% (-135) YoY +3.78% (+78)	All Managers (Combined)	$407.6K	0.1% ($407.6K/$519.2M)	QoQ -6.11% (-$26.6K) YoY +5.85% (+$22.5K)
CITIGROUP INC(Ccusip172967424)	5.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$405.6K	0.1% ($405.6K/$519.2M)	QoQ +0.85% (+$3.4K) YoY +12.25% (+$44.3K)
(cusip45784N601)✕	16.1K	QoQ 0.00% (-0) YoY NEW(+16.1K)	All Managers (Combined)	$399.5K	0.1% ($399.5K/$519.2M)	QoQ -0.12% (-$510) YoY NEW(+$399.5K)
(VOOGcusip921932505)	1.2K	QoQ +4.46% (-51) YoY +16.17% (+166)	All Managers (Combined)	$398.7K	0.1% ($398.7K/$519.2M)	QoQ -4.53% (-$18.9K) YoY +27.53% (+$86.1K)
(VSGXcusip921910725)	6.8K	QoQ +0.59% (+40) YoY +7.13% (+450)	All Managers (Combined)	$398.4K	0.1% ($398.4K/$519.2M)	QoQ +4.64% (+$17.7K) YoY +9.95% (+$36.1K)
(cusip45784N858)✕	16.7K	QoQ 0.00% (-0) YoY NEW(+16.7K)	All Managers (Combined)	$395.5K	0.1% ($395.5K/$519.2M)	QoQ -0.83% (-$3.3K) YoY NEW(+$395.5K)