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:

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53656F268

Shares:9.1K

Value:$215.6K

% of Portfolio:0.0% ($215.6K/$519.2M)

25434V658

Shares:8.0K

Value:$210.1K

% of Portfolio:0.0% ($210.1K/$519.2M)

92206C409

Shares:2.7K

Value:$209.5K

% of Portfolio:0.0% ($209.5K/$519.2M)

46137V282

Shares:6.1K

Value:$209.3K

% of Portfolio:0.0% ($209.3K/$519.2M)

315948109

Shares:2.9K

Value:$207.7K

% of Portfolio:0.0% ($207.7K/$519.2M)

HEICO CORP

HEI|422806109

Shares:774

Value:$206.9K

% of Portfolio:0.0% ($206.9K/$519.2M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:1.9K

Value:$205.5K

% of Portfolio:0.0% ($205.5K/$519.2M)

MERCADOLIBRE INC

MELI|58733R102

Shares:104

Value:$202.9K

% of Portfolio:0.0% ($202.9K/$519.2M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:382

Value:$200.1K

% of Portfolio:0.0% ($200.1K/$519.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip53656F268)✕	9.1K	QoQ -1.08% (-99) YoY -0.24% (-22)	All Managers (Combined)	$215.6K	0.0% ($215.6K/$519.2M)	QoQ -0.32% (-$698) YoY -1.06% (-$2.3K)
(cusip25434V658)✕	8.0K	QoQ NEW(+8.0K) YoY NEW(+8.0K)	All Managers (Combined)	$210.1K	0.0% ($210.1K/$519.2M)	QoQ NEW(+$210.1K) YoY NEW(+$210.1K)
(cusip92206C409)✕	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$209.5K	0.0% ($209.5K/$519.2M)	QoQ NEW(+$209.5K) YoY NEW(+$209.5K)
(cusip46137V282)✕	6.1K	QoQ +1.44% (-87) YoY NEW(+6.1K)	All Managers (Combined)	$209.3K	0.0% ($209.3K/$519.2M)	QoQ -7.27% (-$16.4K) YoY NEW(+$209.3K)
(cusip315948109)✕	2.9K	QoQ +12.69% (-325) YoY NEW(+2.9K)	All Managers (Combined)	$207.7K	0.0% ($207.7K/$519.2M)	QoQ -0.58% (-$1.2K) YoY NEW(+$207.7K)
HEICO CORP(HEIcusip422806109)	774	QoQ NEW(+774) YoY NEW(+774)	All Managers (Combined)	$206.9K	0.0% ($206.9K/$519.2M)	QoQ NEW(+$206.9K) YoY NEW(+$206.9K)
EMERSON ELECTRIC CO(EMRcusip291011104)	1.9K	QoQ 0.00% (-0) YoY -16.56% (-372)	All Managers (Combined)	$205.5K	0.0% ($205.5K/$519.2M)	QoQ -11.53% (-$26.8K) YoY -19.34% (-$49.3K)
MERCADOLIBRE INC(MELIcusip58733R102)	104	QoQ NEW(+104) YoY NEW(+104)	All Managers (Combined)	$202.9K	0.0% ($202.9K/$519.2M)	QoQ NEW(+$202.9K) YoY NEW(+$202.9K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	382	QoQ NEW(+382) YoY NEW(+382)	All Managers (Combined)	$200.1K	0.0% ($200.1K/$519.2M)	QoQ NEW(+$200.1K) YoY NEW(+$200.1K)