Aifg-Consultants

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ALL",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  null,
  null,
  null,
  null,
  "MSFT",
  "GE",
  "HES",
  null,
  "IVV",
  null,
  "AAPL",
  "NVDA",
  null,
  "PG",
  null,
  "SPDW",
  "GLD",
  null,
  "SPYG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VOO",
  null,
  null,
  "DTE",
  null,
  "SYY",
  "SPYV",
  null,
  null,
  "BAC",
  "QQQ",
  null,
  "XOM",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 50
Total Value: 60712916
Accession Number: 0001988547-25-000002
Form Type: 13F-HR
CIK: aifg-consultants
Manager Name: Aifg-Consultants

Data Enrichment

40% identified

20 identified30 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

50 positions • $60.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46641Q837

Shares:16.9K

Value:$855.0K

% of Portfolio:1.4% ($855.0K/$60.7M)

78464A508

SPYV|78464A508

Shares:15.7K

Value:$803.1K

% of Portfolio:1.3% ($803.1K/$60.7M)

47103U852

Shares:16.3K

Value:$734.7K

% of Portfolio:1.2% ($734.7K/$60.7M)

33740F441

Shares:18.5K

Value:$670.1K

% of Portfolio:1.1% ($670.1K/$60.7M)

464288414

MUB|464288414

Shares:6.4K

Value:$670.1K

% of Portfolio:1.1% ($670.1K/$60.7M)

SPDR GOLD TRUST

GLD|78463V107

Shares:2.3K

Value:$650.3K

% of Portfolio:1.1% ($650.3K/$60.7M)

66538H534

Shares:16.4K

Value:$630.2K

% of Portfolio:1.0% ($630.2K/$60.7M)

336917109

Shares:14.3K

Value:$623.0K

% of Portfolio:1.0% ($623.0K/$60.7M)

ALLSTATE CORP

ALL|020002101

Shares:2.8K

Value:$572.5K

% of Portfolio:0.9% ($572.5K/$60.7M)

33740U208

Shares:12.0K

Value:$572.4K

% of Portfolio:0.9% ($572.4K/$60.7M)

37954Y673

Shares:14.0K

Value:$526.7K

% of Portfolio:0.9% ($526.7K/$60.7M)

NVIDIA CORP

NVDA|67066G104

Shares:4.7K

Value:$506.2K

% of Portfolio:0.8% ($506.2K/$60.7M)

46641Q274

Shares:10.2K

Value:$482.9K

% of Portfolio:0.8% ($482.9K/$60.7M)

33740F433

Shares:13.7K

Value:$481.8K

% of Portfolio:0.8% ($481.8K/$60.7M)

210322202

Shares:14.1K

Value:$417.4K

% of Portfolio:0.7% ($417.4K/$60.7M)

Apple Inc.

AAPL|037833100

Shares:1.7K

Value:$386.6K

% of Portfolio:0.6% ($386.6K/$60.7M)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.9K

Value:$383.0K

% of Portfolio:0.6% ($383.0K/$60.7M)

HESS CORP

HES|42809H107

Shares:2.3K

Value:$370.6K

% of Portfolio:0.6% ($370.6K/$60.7M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:771

Value:$361.5K

% of Portfolio:0.6% ($361.5K/$60.7M)

SYSCO CORP

SYY|871829107

Shares:4.7K

Value:$351.6K

% of Portfolio:0.6% ($351.6K/$60.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46641Q837)✕	16.9K	QoQ +96.76% (+8.3K) YoY NEW(+16.9K)	All Managers (Combined)	$855.0K	1.4% ($855.0K/$60.7M)	QoQ +97.77% (+$422.7K) YoY NEW(+$855.0K)
(SPYVcusip78464A508)	15.7K	QoQ -2.67% (-433) YoY -4.18% (-686)	All Managers (Combined)	$803.1K	1.3% ($803.1K/$60.7M)	QoQ -2.81% (-$23.2K) YoY -2.32% (-$19.1K)
(cusip47103U852)✕	16.3K	QoQ +124.78% (+9.0K) YoY NEW(+16.3K)	All Managers (Combined)	$734.7K	1.2% ($734.7K/$60.7M)	QoQ +129.97% (+$415.2K) YoY NEW(+$734.7K)
(cusip33740F441)✕	18.5K	QoQ -10.91% (-2.3K) YoY -75.94% (-58.3K)	All Managers (Combined)	$670.1K	1.1% ($670.1K/$60.7M)	QoQ -12.45% (-$95.3K) YoY -74.34% (-$1.9M)
(MUBcusip464288414)	6.4K	QoQ -22.94% (-1.9K) YoY -81.69% (-28.4K)	All Managers (Combined)	$670.1K	1.1% ($670.1K/$60.7M)	QoQ -23.74% (-$208.6K) YoY -82.06% (-$3.1M)
SPDR GOLD TRUST(GLDcusip78463V107)	2.3K	QoQ +23.73% (+433) YoY +46.36% (+715)	All Managers (Combined)	$650.3K	1.1% ($650.3K/$60.7M)	QoQ +47.25% (+$208.7K) YoY +105.00% (+$333.1K)
(cusip66538H534)✕	16.4K	QoQ -44.72% (-13.3K) YoY NEW(+16.4K)	All Managers (Combined)	$630.2K	1.0% ($630.2K/$60.7M)	QoQ -45.43% (-$524.6K) YoY NEW(+$630.2K)
(cusip336917109)✕	14.3K	QoQ -8.93% (-1.4K) YoY -90.45% (-135.8K)	All Managers (Combined)	$623.0K	1.0% ($623.0K/$60.7M)	QoQ -1.73% (-$11.0K) YoY -89.22% (-$5.2M)
ALLSTATE CORP(ALLcusip020002101)	2.8K	QoQ -7.02% (-209) YoY -7.02% (-209)	All Managers (Combined)	$572.5K	0.9% ($572.5K/$60.7M)	QoQ -0.14% (-$809) YoY +11.27% (-$58.0K)
(cusip33740U208)✕	12.0K	QoQ -5.54% (-705) YoY -92.11% (-140.4K)	All Managers (Combined)	$572.4K	0.9% ($572.4K/$60.7M)	QoQ -8.11% (-$50.5K) YoY -91.55% (-$6.2M)
(cusip37954Y673)✕	14.0K	QoQ +107.75% (+7.2K) YoY NEW(+14.0K)	All Managers (Combined)	$526.7K	0.9% ($526.7K/$60.7M)	QoQ +93.97% (+$255.2K) YoY NEW(+$526.7K)
NVIDIA CORP(NVDAcusip67066G104)	4.7K	QoQ +19.24% (-754) YoY +1689.65% (+4.4K)	All Managers (Combined)	$506.2K	0.8% ($506.2K/$60.7M)	QoQ -3.75% (-$19.8K) YoY +114.66% (+$270.4K)
(cusip46641Q274)✕	10.2K	QoQ +123.53% (+5.7K) YoY NEW(+10.2K)	All Managers (Combined)	$482.9K	0.8% ($482.9K/$60.7M)	QoQ +126.31% (+$269.5K) YoY NEW(+$482.9K)
(cusip33740F433)✕	13.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$481.8K	0.8% ($481.8K/$60.7M)	QoQ -2.30% (-$11.4K) YoY +5.42% (+$24.8K)
(cusip210322202)✕	14.1K	QoQ -10.12% (-1.6K) YoY NEW(+14.1K)	All Managers (Combined)	$417.4K	0.7% ($417.4K/$60.7M)	QoQ -13.15% (-$63.2K) YoY NEW(+$417.4K)
Apple Inc.(AAPLcusip037833100)	1.7K	QoQ -27.13% (-648) YoY +12.04% (+187)	All Managers (Combined)	$386.6K	0.6% ($386.6K/$60.7M)	QoQ -35.35% (-$211.5K) YoY +45.14% (+$120.2K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.9K	QoQ +0.20% (+4) YoY -9.46% (-200)	All Managers (Combined)	$383.0K	0.6% ($383.0K/$60.7M)	QoQ +20.32% (+$64.7K) YoY +3.25% (-$12.1K)
HESS CORP(HEScusip42809H107)	2.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$370.6K	0.6% ($370.6K/$60.7M)	QoQ +20.08% (+$62.0K) YoY +4.64% (+$16.4K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	771	QoQ NEW(+771) YoY NEW(+771)	All Managers (Combined)	$361.5K	0.6% ($361.5K/$60.7M)	QoQ NEW(+$361.5K) YoY NEW(+$361.5K)
SYSCO CORP(SYYcusip871829107)	4.7K	QoQ -0.17% (-8) YoY -60.42% (-7.2K)	All Managers (Combined)	$351.6K	0.6% ($351.6K/$60.7M)	QoQ -2.02% (-$7.3K) YoY -63.42% (-$609.5K)