The Analysis of IFG Advisors, LLC's Holdings
Currently, IFG Advisors, LLC holds 154 types of securities in its portfolio with a total value $600.8M. In the most recent quarter, they have increased their positions in N/A (+4.6K shares, valued at $2.9M), EFA (+14.6K shares, valued at $1.4M), IJH (+15.8K shares, valued at $1.0M); decreased their positions in CTAS (-142.1K shares, valued at $26.7M), SPY (-3.2K shares, valued at $2.2M), N/A (-2.3K shares, valued at $1.4M); initiated new positions in N/A (+5.2K shares, valued at $266.4K), IEFA (+2.7K shares, valued at $241.0K), UPS (+2.3K shares, valued at $229.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR113.0K shares-2.74%2025-12-312026-01-13
EFA ISHARES TR481.2K shares3.14%2025-12-312026-01-13 IJR ISHARES TR361.4K shares2.37%2025-12-312026-01-13 QQQM INVESCO EXCH TRADED FD TR II116.6K shares0.20%2025-12-312026-01-13 MDY SPDR S&P MIDCAP 400 ETF TR45.6K shares-2.35%2025-12-312026-01-13 AAPL APPLE INC68.3K shares-0.75%2025-12-312026-01-13 IJH ISHARES TR280.4K shares5.98%2025-12-312026-01-13 DVY ISHARES TR115.4K shares2.22%2025-12-312026-01-13 ICF ISHARES TR236.1K shares2.82%2025-12-312026-01-13 VEA VANGUARD TAX-MANAGED FDS195.2K shares0.41%2025-12-312026-01-13 VWO VANGUARD INTL EQUITY INDEX F222.8K shares2.44%2025-12-312026-01-13 BSV VANGUARD BD INDEX FDS134.6K shares1.13%2025-12-312026-01-13 VSS VANGUARD INTL EQUITY INDEX F71.5K shares0.44%2025-12-312026-01-13 BIV VANGUARD BD INDEX FDS110.0K shares7.82%2025-12-312026-01-13 SCZ ISHARES TR100.6K shares6.64%2025-12-312026-01-13 CTAS CINTAS CORP39.1K shares-78.41%2025-12-312026-01-13 DFAC DIMENSIONAL ETF TRUST184.5K shares-0.28%2025-12-312026-01-13 NVDA NVIDIA CORPORATION31.4K shares0.77%2025-12-312026-01-13 DIA SPDR DOW JONES INDL AVERAGE12.1K shares-1.72%2025-12-312026-01-13 VNQ VANGUARD INDEX FDS63.8K shares10.45%2025-12-312026-01-13 VB VANGUARD INDEX FDS18.2K shares1.65%2025-12-312026-01-13 HYG ISHARES TR54.8K shares-0.21%2025-12-312026-01-13 ALPHABET INC ALPHABET INC12.8K shares0.02%2025-12-312026-01-13 MSFT MICROSOFT CORP6.3K shares-0.74%2025-12-312026-01-13 JPM JPMORGAN CHASE & CO.8.8K shares-0.22%2025-12-312026-01-13 MU MICRON TECHNOLOGY INC9.9K shares-3.09%2025-12-312026-01-13 AMZN AMAZON COM INC11.2K shares-0.68%2025-12-312026-01-13 MUB ISHARES TR23.9K shares5.61%2025-12-312026-01-13 BSVO EA SERIES TRUST108.3K shares-8.87%2025-12-312026-01-13 COF CAPITAL ONE FINL CORP10.2K shares0.00%2025-12-312026-01-13 IWF ISHARES TR5.1K shares0.08%2025-12-312026-01-13 XOM EXXON MOBIL CORP19.7K shares0.00%2025-12-312026-01-13 BKLN INVESCO EXCH TRADED FD TR II104.5K shares14.25%2025-12-312026-01-13 SPSM SPDR SERIES TRUST46.0K shares-0.33%2025-12-312026-01-13 META META PLATFORMS INC3.2K shares-1.77%2025-12-312026-01-13 VO VANGUARD INDEX FDS7.0K shares3.20%2025-12-312026-01-13 VCSH VANGUARD SCOTTSDALE FDS24.8K shares64.89%2025-12-312026-01-13 DFUV DIMENSIONAL ETF TRUST40.5K shares-2.14%2025-12-312026-01-13 IWM ISHARES TR7.2K shares2.39%2025-12-312026-01-13 VTI VANGUARD INDEX FDS5.2K shares0.90%2025-12-312026-01-13 DFAX DIMENSIONAL ETF TRUST52.3K shares0.10%2025-12-312026-01-13 SUB ISHARES TR15.4K shares12.31%2025-12-312026-01-13 AXP AMERICAN EXPRESS CO4.2K shares0.09%2025-12-312026-01-13 IWR ISHARES TR16.3K shares6.73%2025-12-312026-01-13 ALPHABET INC ALPHABET INC4.8K shares-1.11%2025-12-312026-01-13 DFAT DIMENSIONAL ETF TRUST24.5K shares0.00%2025-12-312026-01-13 PM PHILIP MORRIS INTL INC8.6K shares0.00%2025-12-312026-01-13 TSLA TESLA INC3.1K shares-0.39%2025-12-312026-01-13 MS MORGAN STANLEY7.6K shares0.00%2025-12-312026-01-13 IVW ISHARES TR9.8K shares-3.54%2025-12-312026-01-13 SCHH SCHWAB STRATEGIC TR57.1K shares-0.45%2025-12-312026-01-13 PANW PALO ALTO NETWORKS INC6.5K shares-3.24%2025-12-312026-01-13 VUG VANGUARD INDEX FDS2.4K shares2.29%2025-12-312026-01-13 ABBV ABBVIE INC4.9K shares0.00%2025-12-312026-01-13 IWB ISHARES TR3.0K shares-34.99%2025-12-312026-01-13 SPDW SPDR INDEX SHS FDS24.3K shares1.77%2025-12-312026-01-13 GLW CORNING INC11.1K shares0.03%2025-12-312026-01-13 JNJ JOHNSON & JOHNSON4.6K shares-0.11%2025-12-312026-01-13 DFIV DIMENSIONAL ETF TRUST19.2K shares-2.63%2025-12-312026-01-13 COST COSTCO WHSL CORP NEW1.1K shares0.00%2025-12-312026-01-13 DFUS DIMENSIONAL ETF TRUST12.6K shares-2.32%2025-12-312026-01-13 VBR VANGUARD INDEX FDS4.3K shares0.19%2025-12-312026-01-13 HD HOME DEPOT INC2.6K shares0.15%2025-12-312026-01-13 ITOT ISHARES TR6.0K shares0.92%2025-12-312026-01-13 LLY ELI LILLY & CO805 shares0.00%2025-12-312026-01-13 VBK VANGUARD INDEX FDS2.8K shares0.04%2025-12-312026-01-13 DFAS DIMENSIONAL ETF TRUST12.1K shares0.21%2025-12-312026-01-13 USB US BANCORP DEL15.6K shares0.00%2025-12-312026-01-13 VIG VANGUARD SPECIALIZED FUNDS3.6K shares-36.22%2025-12-312026-01-13 IEMG ISHARES INC11.9K shares20.60%2025-12-312026-01-13 ESGV VANGUARD WORLD FD6.0K shares0.22%2025-12-312026-01-13 UNP UNION PAC CORP3.0K shares0.00%2025-12-312026-01-13 BK BANK NEW YORK MELLON CORP6.0K shares0.00%2025-12-312026-01-13 SGOV ISHARES TR6.7K shares-1.68%2025-12-312026-01-13 BAC BANK AMERICA CORP11.7K shares0.03%2025-12-312026-01-13 CSCO CISCO SYS INC8.3K shares0.08%2025-12-312026-01-13 CRM SALESFORCE INC2.2K shares0.00%2025-12-312026-01-13 IJK ISHARES TR5.9K shares0.02%2025-12-312026-01-13 DIS DISNEY WALT CO4.8K shares-2.28%2025-12-312026-01-13 NFLX NETFLIX INC5.8K shares911.34%2025-12-312026-01-13 VOOG VANGUARD ADMIRAL FDS INC1.2K shares0.00%2025-12-312026-01-13 IJJ ISHARES TR4.0K shares0.02%2025-12-312026-01-13 IYW ISHARES TR2.5K shares29.84%2025-12-312026-01-13 IDEV ISHARES TR6.1K shares1.00%2025-12-312026-01-13 MO ALTRIA GROUP INC8.5K shares0.00%2025-12-312026-01-13 AON PLC AON PLC1.4K shares0.00%2025-12-312026-01-13 IVE ISHARES TR2.2K shares0.14%2025-12-312026-01-13 NOC NORTHROP GRUMMAN CORP791 shares0.00%2025-12-312026-01-13 VSGX VANGUARD WORLD FD6.1K shares1.19%2025-12-312026-01-13 SHM SPDR SERIES TRUST9.0K shares-3.28%2025-12-312026-01-13 EA ELECTRONIC ARTS INC2.0K shares0.00%2025-12-312026-01-13 MCD MCDONALDS CORP1.3K shares0.08%2025-12-312026-01-13 DFIS DIMENSIONAL ETF TRUST12.0K shares-0.07%2025-12-312026-01-13 TER TERADYNE INC2.0K shares0.00%2025-12-312026-01-13 QCOM QUALCOMM INC2.3K shares0.00%2025-12-312026-01-13 MDLZ MONDELEZ INTL INC7.2K shares0.00%2025-12-312026-01-13 VOOV VANGUARD ADMIRAL FDS INC1.9K shares0.00%2025-12-312026-01-13 DFAE DIMENSIONAL ETF TRUST11.8K shares-0.76%2025-12-312026-01-13 WMT WALMART INC3.3K shares-7.85%2025-12-312026-01-13 SBUX STARBUCKS CORP4.3K shares-0.51%2025-12-312026-01-13 NKE NIKE INC5.5K shares0.09%2025-12-312026-01-13 MA MASTERCARD INCORPORATED616 shares-12.62%2025-12-312026-01-13 FBTC FIDELITY WISE ORIGIN BITCOIN4.5K shares35.62%2025-12-312026-01-13 IYR ISHARES TR3.6K shares-6.16%2025-12-312026-01-13 IVV ISHARES TR485 shares0.21%2025-12-312026-01-13 FBIN FORTUNE BRANDS INNOVATIONS I6.6K shares0.00%2025-12-312026-01-13 KO COCA COLA CO4.6K shares0.02%2025-12-312026-01-13 TMO THERMO FISHER SCIENTIFIC INC544 shares0.00%2025-12-312026-01-13 ABT ABBOTT LABS2.5K shares0.00%2025-12-312026-01-13 HON HONEYWELL INTL INC1.6K shares0.00%2025-12-312026-01-13 ALL ALLSTATE CORP1.5K shares0.00%2025-12-312026-01-13 ULTA ULTA BEAUTY INC501 shares0.00%2025-12-312026-01-13 VZ VERIZON COMMUNICATIONS INC7.4K shares0.00%2025-12-312026-01-13 IVOG VANGUARD ADMIRAL FDS INC2.5K shares0.00%2025-12-312026-01-13 VTV VANGUARD INDEX FDS1.6K shares0.00%2025-12-312026-01-13 IWD ISHARES TR1.4K shares-15.04%2025-12-312026-01-13 MPC MARATHON PETE CORP1.8K shares0.00%2025-12-312026-01-13 UMMA LISTED FDS TR9.7K shares5.81%2025-12-312026-01-13 VXUS VANGUARD STAR FDS3.7K shares1.28%2025-12-312026-01-13 IVOV VANGUARD ADMIRAL FDS INC2.8K shares0.00%2025-12-312026-01-13 RF REGIONS FINANCIAL CORP NEW10.1K shares0.00%2025-12-312026-01-13 RSPT INVESCO EXCHANGE TRADED FD T6.0K shares-11.75%2025-12-312026-01-13 ZVRA ZEVRA THERAPEUTICS INC29.1K shares0.00%2025-12-312026-01-13 NEE NEXTERA ENERGY INC3.2K shares0.00%2025-12-312026-01-13 AEE AMEREN CORP2.5K shares-0.20%2025-12-312026-01-13 EMR EMERSON ELEC CO1.9K shares0.00%2025-12-312026-01-13 CRWD CROWDSTRIKE HLDGS INC517 shares2.58%2025-12-312026-01-13 MUSA MURPHY USA INC600 shares0.00%2025-12-312026-01-13 PLTR PALANTIR TECHNOLOGIES INC1.4K shares6.49%2025-12-312026-01-13 IEFA ISHARES TR2.7K sharesnew addition2025-12-312026-01-13 SPEM SPDR INDEX SHS FDS5.1K shares1.12%2025-12-312026-01-13 HEI HEICO CORP NEW723 shares-6.59%2025-12-312026-01-13 MDYG SPDR SERIES TRUST2.5K shares-17.24%2025-12-312026-01-13 UPS UNITED PARCEL SERVICE INC2.3K sharesnew addition2025-12-312026-01-13 EEM ISHARES TR4.2K shares1.24%2025-12-312026-01-13 IJS ISHARES TR2.0K shares-12.99%2025-12-312026-01-13 CSX CSX CORP6.1K shares0.00%2025-12-312026-01-13 JPST J P MORGAN EXCHANGE TRADED F4.3K shares-3.34%2025-12-312026-01-13 DFGR DIMENSIONAL ETF TRUST8.3K shares1.69%2025-12-312026-01-13 VGIT VANGUARD SCOTTSDALE FDS3.6K shares-3.03%2025-12-312026-01-13 GE AEROSPACE GE AEROSPACE707 shares0.14%2025-12-312026-01-13 DPZ DOMINOS PIZZA INC518 shares0.00%2025-12-312026-01-13 IJT ISHARES TR1.5K shares0.13%2025-12-312026-01-13 CVNA CARVANA CO500 sharesnew addition2025-12-312026-01-13 MELI MERCADOLIBRE INC101 shares0.00%2025-12-312026-01-13 VCIT VANGUARD SCOTTSDALE FDS2.4K sharesnew addition2025-12-312026-01-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available