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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464287200

IVV|464287200

Shares:622

Value:$349.9K

% of Portfolio:0.6% ($349.9K/$60.7M)

MICROSOFT CORP

MSFT|594918104

Shares:896

Value:$336.3K

% of Portfolio:0.6% ($336.3K/$60.7M)

DTE ENERGY CO

DTE|233331107

Shares:2.1K

Value:$290.3K

% of Portfolio:0.5% ($290.3K/$60.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.2K

Value:$287.7K

% of Portfolio:0.5% ($287.7K/$60.7M)

46428Q109

Shares:9.2K

Value:$286.3K

% of Portfolio:0.5% ($286.3K/$60.7M)

78468R853

Shares:6.7K

Value:$274.3K

% of Portfolio:0.5% ($274.3K/$60.7M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:6.1K

Value:$254.2K

% of Portfolio:0.4% ($254.2K/$60.7M)

33740F474

Shares:6.4K

Value:$236.9K

% of Portfolio:0.4% ($236.9K/$60.7M)

464288661

Shares:2.0K

Value:$232.0K

% of Portfolio:0.4% ($232.0K/$60.7M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.3K

Value:$224.4K

% of Portfolio:0.4% ($224.4K/$60.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	622	QoQ 0.00% (-0) YoY NEW(+622)	All Managers (Combined)	$349.9K	0.6% ($349.9K/$60.7M)	QoQ -4.42% (-$16.2K) YoY NEW(+$349.9K)
MICROSOFT CORP(MSFTcusip594918104)	896	QoQ +1.58% (-14) YoY -5.08% (-48)	All Managers (Combined)	$336.3K	0.6% ($336.3K/$60.7M)	QoQ -9.52% (-$35.4K) YoY -15.31% (-$60.8K)
DTE ENERGY CO(DTEcusip233331107)	2.1K	QoQ -0.04% (-1) YoY 0.00% (+0)	All Managers (Combined)	$290.3K	0.5% ($290.3K/$60.7M)	QoQ +14.50% (-$36.8K) YoY +23.30% (+$54.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.2K	QoQ 0.00% (+0) YoY +1.12% (+13)	All Managers (Combined)	$287.7K	0.5% ($287.7K/$60.7M)	QoQ +2.33% (+$6.6K) YoY +23.83% (+$55.4K)
(cusip46428Q109)✕	9.2K	QoQ +11.59% (+960) YoY NEW(+9.2K)	All Managers (Combined)	$286.3K	0.5% ($286.3K/$60.7M)	QoQ +31.34% (+$68.3K) YoY NEW(+$286.3K)
(cusip78468R853)✕	6.7K	QoQ +0.10% (-7) YoY -9.41% (-699)	All Managers (Combined)	$274.3K	0.5% ($274.3K/$60.7M)	QoQ -9.15% (-$27.7K) YoY -14.20% (-$45.4K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	6.1K	QoQ -0.62% (-38) YoY NEW(+6.1K)	All Managers (Combined)	$254.2K	0.4% ($254.2K/$60.7M)	QoQ -5.64% (-$15.2K) YoY NEW(+$254.2K)
(cusip33740F474)✕	6.4K	QoQ -12.87% (-953) YoY -95.85% (-149.0K)	All Managers (Combined)	$236.9K	0.4% ($236.9K/$60.7M)	QoQ -11.56% (-$31.0K) YoY -95.46% (-$5.0M)
(cusip464288661)✕	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$232.0K	0.4% ($232.0K/$60.7M)	QoQ NEW(+$232.0K) YoY NEW(+$232.0K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.3K	QoQ 0.00% (+0) YoY +0.99% (+13)	All Managers (Combined)	$224.4K	0.4% ($224.4K/$60.7M)	QoQ +1.65% (+$3.6K) YoY +6.08% (+$12.9K)