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Size ($ in 1000's)
At 03/31/2024: $386,395
At 12/31/2023: $340,881
IFG Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from IFG Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the IFG Advisors LLC top holdings by largest position size, as per the latest 13f filing made by IFG Advisors LLC.
In the IFG Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by IFG Advisors LLC in that top holding, then the share count change between reporting periods, and finally the IFG Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SPDR S&P 500 ETF TR (SPY) |
103,791 |
+11,400 |
$54,290 | | SPY | 103,791 | +11,400 | $54,290 | | INVESCO QQQ TR |
103,289 |
+4,570 |
$45,861 | | QQQ | 103,289 | +4,570 | $45,861 | | ISHARES TR (EFA) |
384,126 |
-11,915 |
$30,676 | | EFA | 384,126 | -11,915 | $30,676 | | VANGUARD INDEX FDS (VOO) |
47,699 |
+3,603 |
$22,929 | | VOO | 47,699 | +3,603 | $22,929 | | CINTAS CORP |
32,841 |
+9,022 |
$22,562 | | CTAS | 32,841 | +9,022 | $22,562 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
39,132 |
+2,016 |
$21,773 | | MDY | 39,132 | +2,016 | $21,773 | | ISHARES TR (IJR) |
179,037 |
+7,309 |
$19,787 | | IJR | 179,037 | +7,309 | $19,787 | | ISHARES TR (DVY) |
100,584 |
+3,723 |
$12,390 | | DVY | 100,584 | +3,723 | $12,390 | | ISHARES TR (ICF) |
201,233 |
+3,017 |
$11,611 | | ICF | 201,233 | +3,017 | $11,611 | | VANGUARD TAX MANAGED FDS (VEA) |
207,634 |
+440 |
$10,417 | | VEA | 207,634 | +440 | $10,417 | | VANGUARD INTL EQUITY INDEX F (VSS) |
75,738 |
-3,302 |
$8,849 | | VSS | 75,738 | -3,302 | $8,849 | | ISHARES TR (IJH) |
132,734 |
+107,605 |
$8,062 | | IJH | 132,734 | +107,605 | $8,062 | | VANGUARD BD INDEX FDS (BSV) |
95,052 |
+8,023 |
$7,288 | | BSV | 95,052 | +8,023 | $7,288 | | APPLE INC |
41,042 |
+130 |
$7,038 | | AAPL | 41,042 | +130 | $7,038 | | SPDR DOW JONES INDL AVERAGE (DIA) |
12,597 |
+55 |
$5,011 | | DIA | 12,597 | +55 | $5,011 | | VANGUARD INDEX FDS (VB) |
19,418 |
+172 |
$4,439 | | VB | 19,418 | +172 | $4,439 | | ISHARES TR (SCZ) |
61,099 |
+2,992 |
$3,869 | | SCZ | 61,099 | +2,992 | $3,869 | | DIMENSIONAL ETF TRUST (DFAC) |
118,259 |
+19,251 |
$3,778 | | DFAC | 118,259 | +19,251 | $3,778 | | ISHARES TR (HYG) |
47,774 |
+3,121 |
$3,713 | | HYG | 47,774 | +3,121 | $3,713 | | VANGUARD BD INDEX FDS (BIV) |
47,101 |
+3,011 |
$3,551 | | BIV | 47,101 | +3,011 | $3,551 | | ISHARES TR (IWB) |
11,904 |
+2,229 |
$3,429 | | IWB | 11,904 | +2,229 | $3,429 | | VANGUARD INTL EQUITY INDEX F (VWO) |
70,706 |
+2,846 |
$2,953 | | VWO | 70,706 | +2,846 | $2,953 | | SPDR SER TR (SPSM) |
57,993 |
-976 |
$2,496 | | SPSM | 57,993 | -976 | $2,496 | | VANGUARD INDEX FDS (VNQ) |
26,818 |
+1,956 |
$2,319 | | VNQ | 26,818 | +1,956 | $2,319 | | EXXON MOBIL CORP |
19,953 |
UNCH |
$2,319 | | XOM | 19,953 | UNCH | $2,319 | | MICROSOFT CORP |
5,282 |
+4 |
$2,222 | | MSFT | 5,282 | +4 | $2,222 | | ISHARES TR (SGOV) |
21,364 |
-2,548 |
$2,152 | | SGOV | 21,364 | -2,548 | $2,152 | | NVIDIA CORPORATION |
2,348 |
+17 |
$2,122 | | NVDA | 2,348 | +17 | $2,122 | | VANGUARD INDEX FDS (VO) |
8,178 |
+30 |
$2,043 | | VO | 8,178 | +30 | $2,043 | | ALPHABET INC |
12,380 |
+37 |
$1,869 | | GOOGL | 12,380 | +37 | $1,869 | | ISHARES TR (IWF) |
5,000 |
+7 |
$1,685 | | IWF | 5,000 | +7 | $1,685 | | JPMORGAN CHASE & CO |
7,629 |
-27 |
$1,528 | | JPM | 7,629 | -27 | $1,528 | | SCHWAB STRATEGIC TR |
69,199 |
-293 |
$1,405 | | SCHH | 69,199 | -293 | $1,405 | | ISHARES TR (IWM) |
6,670 |
+12 |
$1,403 | | IWM | 6,670 | +12 | $1,403 |  BERKSHIRE HATHAWAY INC DEL |
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$1,362 | | BRK.B | 3,238 | UNCH | $1,362 | | DISCOVER FINL SVCS |
9,929 |
UNCH |
$1,302 | | DFS | 9,929 | UNCH | $1,302 | | ISHARES TR (IWR) |
15,331 |
+39 |
$1,289 | | IWR | 15,331 | +39 | $1,289 | | AMAZON COM INC |
6,589 |
UNCH |
$1,189 | | AMZN | 6,589 | UNCH | $1,189 | | MICRON TECHNOLOGY INC |
9,833 |
+39 |
$1,159 | | MU | 9,833 | +39 | $1,159 | | VANGUARD INDEX FDS (VTI) |
4,155 |
+73 |
$1,080 | | VTI | 4,155 | +73 | $1,080 | | AMERICAN EXPRESS CO |
4,432 |
+5 |
$1,009 | | AXP | 4,432 | +5 | $1,009 | | ISHARES TR (MUB) |
8,953 |
+1,008 |
$963 | | MUB | 8,953 | +1,008 | $963 | | EA SERIES TRUST |
45,061 |
+2,544 |
$958 | | BSVO | 45,061 | +2,544 | $958 | | ABBVIE INC |
5,206 |
-5 |
$948 | | ABBV | 5,206 | -5 | $948 | | VANGUARD SPECIALIZED FUNDS (VIG) |
5,092 |
+370 |
$930 | | VIG | 5,092 | +370 | $930 | | META PLATFORMS INC |
1,913 |
+25 |
$929 | | META | 1,913 | +25 | $929 | | HOME DEPOT INC |
2,338 |
+5 |
$897 | | HD | 2,338 | +5 | $897 | | DIMENSIONAL ETF TRUST (DFAX) |
34,911 |
-18 |
$888 | | DFAX | 34,911 | -18 | $888 | | MERCK & CO INC |
6,551 |
UNCH |
$864 | | MRK | 6,551 | UNCH | $864 | | ISHARES TR (IVW) |
10,023 |
+2 |
$846 | | IVW | 10,023 | +2 | $846 |
See Full List: All Stocks Held By IFG Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By IFG Advisors LLC
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