Portfolio (Quarterly)
Guide ↗
IFG Advisory, LLC
· CIK 0001728319| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 321 | PID | INVESCO EXCHANGE TRADED FD T | — | 30,915 | $680K | 0.03% | SOLD |
| 322 | BX | BLACKSTONE INC | Financial Services | 4,360 | $672K | 0.03% | SOLD |
| 323 | IYJ | ISHARES TR | — | 4,528 | $671K | 0.03% | SOLD |
| 324 | DOW | DOW INC | Basic Materials | 28,672 | $670K | 0.03% | SOLD |
| 325 | FDVV | FIDELITY COVINGTON TRUST | — | 11,783 | $668K | 0.03% | SOLD |
| 326 | — PUT | SPDR S&P 500 ETF TR | — | 1,544 | $663K | 0.03% | SOLD |
| 327 | QQA | INVESCO ACTIVELY MANAGED EXC | — | 12,510 | $663K | 0.03% | SOLD |
| 328 | C | CITIGROUP INC | Financial Services | 5,675 | $662K | 0.03% | SOLD |
| 329 | TT | TRANE TECHNOLOGIES PLC | Industrials | 1,701 | $662K | 0.03% | SOLD |
| 330 | FBT | FIRST TR EXCHANGE-TRADED FD | — | 3,192 | $659K | 0.03% | SOLD |
| 331 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 13,257 | $658K | 0.03% | SOLD |
| 332 | STEW | SRH TOTAL RETURN FUND INC | Financial Services | 35,248 | $654K | 0.03% | SOLD |
| 333 | FNDX | SCHWAB STRATEGIC TR | — | 23,770 | $647K | 0.03% | SOLD |
| 334 | GWW | WW GRAINGER INC | Industrials | 637 | $643K | 0.03% | SOLD |
| 335 | DHR | DANAHER CORPORATION | Healthcare | 2,796 | $640K | 0.03% | SOLD |
| 336 | WAFD | WAFD INC | Financial Services | 19,806 | $634K | 0.03% | SOLD |
| 337 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 6,276 | $633K | 0.03% | SOLD |
| 338 | FRME | FIRST MERCHANTS CORP | Financial Services | 16,855 | $632K | 0.03% | SOLD |
| 339 | IAK | ISHARES TR | — | 4,551 | $620K | 0.03% | SOLD |
| 340 | CLX | CLOROX CO DEL | Consumer Defensive | 6,038 | $609K | 0.03% | SOLD |
Sector Allocation
Financial Services
34.8%
Energy
33.8%
Utilities
9.5%
Technology
6.9%
Industrials
6.7%
Consumer Cyclical
2.1%
Basic Materials
1.9%
Healthcare
1.7%
Consumer Defensive
1.0%
Real Estate
0.9%