The Analysis of IFG Advisors, LLC's Holdings
Currently, IFG Advisors, LLC holds 150 types of securities in its portfolio with a total value $612.9M. In the most recent quarter, they have increased their positions in VOO (+5.8K shares, valued at $3.5M), IJH (+25.5K shares, valued at $1.7M), VNQ (+7.8K shares, valued at $709.9K); decreased their positions in RSP (-30.1K shares, valued at $5.7M), QQQ (-4.2K shares, valued at $2.5M), VEA (-22.7K shares, valued at $1.4M); initiated new positions in AGG (+3.1K shares, valued at $313.9K), TER (+2.0K shares, valued at $278.0K), PLTR (+1.3K shares, valued at $233.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR116.2K shares0.36%2025-09-302025-11-06
VOO VANGUARD INDEX FDS88.5K shares6.99%2025-09-302025-11-06 EFA ISHARES TR466.5K shares-1.74%2025-09-302025-11-06 IJR ISHARES TR353.0K shares1.67%2025-09-302025-11-06 QQQ INVESCO QQQ TR67.0K shares-5.96%2025-09-302025-11-06 CTAS CINTAS CORP181.2K shares0.46%2025-09-302025-11-06 QQQM INVESCO EXCH TRADED FD TR II116.4K shares-1.61%2025-09-302025-11-06 MDY SPDR S&P MIDCAP 400 ETF TR46.7K shares-2.67%2025-09-302025-11-06 AAPL APPLE INC68.8K shares0.13%2025-09-302025-11-06 IJH ISHARES TR264.6K shares10.67%2025-09-302025-11-06 DVY ISHARES TR112.9K shares2.05%2025-09-302025-11-06 ICF ISHARES TR229.6K shares-1.53%2025-09-302025-11-06 VWO VANGUARD INTL EQUITY INDEX F217.5K shares-4.41%2025-09-302025-11-06 VEA VANGUARD TAX-MANAGED FDS194.4K shares-10.45%2025-09-302025-11-06 BSV VANGUARD BD INDEX FDS133.1K shares-1.83%2025-09-302025-11-06 VSS VANGUARD INTL EQUITY INDEX F71.2K shares-9.38%2025-09-302025-11-06 BIV VANGUARD BD INDEX FDS102.0K shares6.08%2025-09-302025-11-06 SCZ ISHARES TR94.3K shares3.74%2025-09-302025-11-06 DFAC DIMENSIONAL ETF TRUST185.0K shares1.19%2025-09-302025-11-06 NVDA NVIDIA CORPORATION31.2K shares-0.11%2025-09-302025-11-06 DIA SPDR DOW JONES INDL AVERAGE12.3K shares-2.87%2025-09-302025-11-06 VNQ VANGUARD INDEX FDS57.8K shares15.53%2025-09-302025-11-06 VB VANGUARD INDEX FDS17.9K shares-13.82%2025-09-302025-11-06 HYG ISHARES TR55.0K shares-3.17%2025-09-302025-11-06 MSFT MICROSOFT CORP6.3K shares0.52%2025-09-302025-11-06 GOOGL ALPHABET INC12.8K shares-1.44%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.8.8K shares3.13%2025-09-302025-11-06 BSVO EA SERIES TRUST118.8K shares0.54%2025-09-302025-11-06 AMZN AMAZON COM INC11.3K shares-0.58%2025-09-302025-11-06 MUB ISHARES TR22.6K shares10.22%2025-09-302025-11-06 IWF ISHARES TR5.1K shares-0.37%2025-09-302025-11-06 META META PLATFORMS INC3.2K shares0.19%2025-09-302025-11-06 XOM EXXON MOBIL CORP19.7K shares-0.51%2025-09-302025-11-06 COF CAPITAL ONE FINL CORP10.2K shares-2.29%2025-09-302025-11-06 SPSM SPDR SERIES TRUST46.1K shares-1.32%2025-09-302025-11-06 VO VANGUARD INDEX FDS6.8K shares-21.95%2025-09-302025-11-06 BKLN INVESCO EXCH TRADED FD TR II91.4K shares4.04%2025-09-302025-11-06 DFUV DIMENSIONAL ETF TRUST41.4K shares0.55%2025-09-302025-11-06 MU MICRON TECHNOLOGY INC10.2K shares3.27%2025-09-302025-11-06 IWM ISHARES TR7.0K shares-0.38%2025-09-302025-11-06 VTI VANGUARD INDEX FDS5.1K shares-0.48%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL3.3K shares-8.03%2025-09-302025-11-06 IWB ISHARES TR4.6K shares4.42%2025-09-302025-11-06 DFAX DIMENSIONAL ETF TRUST52.2K shares0.94%2025-09-302025-11-06 IWR ISHARES TR15.3K shares1.43%2025-09-302025-11-06 SUB ISHARES TR13.7K shares19.95%2025-09-302025-11-06 DFAT DIMENSIONAL ETF TRUST24.5K shares-5.97%2025-09-302025-11-06 AXP AMERICAN EXPRESS CO4.2K shares0.09%2025-09-302025-11-06 PM PHILIP MORRIS INTL INC8.6K shares0.00%2025-09-302025-11-06 TSLA TESLA INC3.1K shares-1.69%2025-09-302025-11-06 PANW PALO ALTO NETWORKS INC6.7K shares0.00%2025-09-302025-11-06 SCHH SCHWAB STRATEGIC TR57.3K shares-4.47%2025-09-302025-11-06 VIG VANGUARD SPECIALIZED FUNDS5.7K shares2.15%2025-09-302025-11-06 IVW ISHARES TR10.2K shares1.00%2025-09-302025-11-06 MS MORGAN STANLEY7.6K shares0.00%2025-09-302025-11-06 VCSH VANGUARD SCOTTSDALE FDS15.0K shares66.77%2025-09-302025-11-06 GOOG ALPHABET INC4.9K shares-0.35%2025-09-302025-11-06 ABBV ABBVIE INC4.9K shares0.00%2025-09-302025-11-06 VUG VANGUARD INDEX FDS2.4K shares0.73%2025-09-302025-11-06 HD HOME DEPOT INC2.6K shares0.15%2025-09-302025-11-06 SPDW SPDR INDEX SHS FDS23.9K shares0.60%2025-09-302025-11-06 COST COSTCO WHSL CORP NEW1.1K shares0.09%2025-09-302025-11-06 DFUS DIMENSIONAL ETF TRUST12.9K shares0.00%2025-09-302025-11-06 GLW CORNING INC11.1K shares0.00%2025-09-302025-11-06 DFIV DIMENSIONAL ETF TRUST19.7K shares1.72%2025-09-302025-11-06 VBR VANGUARD INDEX FDS4.3K shares0.09%2025-09-302025-11-06 ITOT ISHARES TR6.0K shares0.60%2025-09-302025-11-06 JNJ JOHNSON & JOHNSON4.6K shares-0.06%2025-09-302025-11-06 VBK VANGUARD INDEX FDS2.8K shares-1.16%2025-09-302025-11-06 DFAS DIMENSIONAL ETF TRUST12.1K shares-1.53%2025-09-302025-11-06 RSP INVESCO EXCHANGE TRADED FD T4.3K shares-87.57%2025-09-302025-11-06 USB US BANCORP DEL15.6K shares0.00%2025-09-302025-11-06 UNP UNION PAC CORP3.0K shares-0.33%2025-09-302025-11-06 ESGV VANGUARD WORLD FD6.0K shares-6.21%2025-09-302025-11-06 NFLX NETFLIX INC573 shares-0.69%2025-09-302025-11-06 SGOV ISHARES TR6.8K shares-10.84%2025-09-302025-11-06 BK BANK NEW YORK MELLON CORP6.0K shares0.00%2025-09-302025-11-06 IEMG ISHARES INC9.8K shares1.56%2025-09-302025-11-06 C CITIGROUP INC6.2K shares0.00%2025-09-302025-11-06 LLY ELI LILLY & CO805 shares0.00%2025-09-302025-11-06 BAC BANK AMERICA CORP11.7K shares-0.90%2025-09-302025-11-06 CSCO CISCO SYS INC8.3K shares0.26%2025-09-302025-11-06 IJK ISHARES TR5.9K shares0.00%2025-09-302025-11-06 DIS DISNEY WALT CO4.9K shares-0.59%2025-09-302025-11-06 MO ALTRIA GROUP INC8.5K shares0.00%2025-09-302025-11-06 MRK MERCK & CO INC6.6K shares0.00%2025-09-302025-11-06 CRM SALESFORCE INC2.2K shares-0.05%2025-09-302025-11-06 VOOG VANGUARD ADMIRAL FDS INC1.2K shares0.25%2025-09-302025-11-06 IJJ ISHARES TR4.0K shares0.02%2025-09-302025-11-06 AON AON PLC1.4K shares0.00%2025-09-302025-11-06 NOC NORTHROP GRUMMAN CORP791 shares6.75%2025-09-302025-11-06 IDEV ISHARES TR6.0K shares0.00%2025-09-302025-11-06 SHM SPDR SERIES TRUST9.3K shares0.59%2025-09-302025-11-06 IVE ISHARES TR2.2K shares1.54%2025-09-302025-11-06 MDLZ MONDELEZ INTL INC7.2K shares0.00%2025-09-302025-11-06 VSGX VANGUARD WORLD FD6.0K shares-5.92%2025-09-302025-11-06 EA ELECTRONIC ARTS INC2.0K shares0.00%2025-09-302025-11-06 MCD MCDONALDS CORP1.3K shares0.46%2025-09-302025-11-06 MA MASTERCARD INCORPORATED705 shares0.00%2025-09-302025-11-06 NKE NIKE INC5.5K shares0.11%2025-09-302025-11-06 DFIS DIMENSIONAL ETF TRUST12.0K shares-12.32%2025-09-302025-11-06 IYW ISHARES TR1.9K shares0.00%2025-09-302025-11-06 QCOM QUALCOMM INC2.3K shares0.13%2025-09-302025-11-06 IYR ISHARES TR3.9K shares7.54%2025-09-302025-11-06 VOOV VANGUARD ADMIRAL FDS INC1.9K shares0.05%2025-09-302025-11-06 DFAE DIMENSIONAL ETF TRUST11.9K shares-17.88%2025-09-302025-11-06 WMT WALMART INC3.6K shares-0.19%2025-09-302025-11-06 SBUX STARBUCKS CORP4.3K shares0.09%2025-09-302025-11-06 FBIN FORTUNE BRANDS INNOVATIONS I6.6K shares-2.52%2025-09-302025-11-06 MPC MARATHON PETE CORP1.8K shares0.00%2025-09-302025-11-06 IWD ISHARES TR1.7K shares6.62%2025-09-302025-11-06 FBTC FIDELITY WISE ORIGIN BITCOIN3.3K shares0.27%2025-09-302025-11-06 HON HONEYWELL INTL INC1.6K shares-19.73%2025-09-302025-11-06 ABT ABBOTT LABS2.5K shares0.33%2025-09-302025-11-06 VZ VERIZON COMMUNICATIONS INC7.4K shares-7.52%2025-09-302025-11-06 IVV ISHARES TR484 shares17.48%2025-09-302025-11-06 ALL ALLSTATE CORP1.5K shares-17.76%2025-09-302025-11-06 AGG ISHARES TR3.1K sharesnew addition2025-09-302025-11-06 KO COCA COLA CO4.6K shares12.43%2025-09-302025-11-06 DKNG DRAFTKINGS INC NEW8.1K shares0.00%2025-09-302025-11-06 RSPT INVESCO EXCHANGE TRADED FD T6.8K shares11.71%2025-09-302025-11-06 IVOG VANGUARD ADMIRAL FDS INC2.5K shares0.00%2025-09-302025-11-06 VTV VANGUARD INDEX FDS1.6K shares13.56%2025-09-302025-11-06 IVOV VANGUARD ADMIRAL FDS INC2.8K shares0.00%2025-09-302025-11-06 MDYG SPDR SERIES TRUST3.0K shares-3.36%2025-09-302025-11-06 TER TERADYNE INC2.0K sharesnew addition2025-09-302025-11-06 ZVRA ZEVRA THERAPEUTICS INC29.1K shares0.00%2025-09-302025-11-06 ULTA ULTA BEAUTY INC501 shares0.00%2025-09-302025-11-06 VXUS VANGUARD STAR FDS3.7K shares-2.70%2025-09-302025-11-06 RF REGIONS FINANCIAL CORP NEW10.1K shares0.00%2025-09-302025-11-06 TMO THERMO FISHER SCIENTIFIC INC544 shares-1.27%2025-09-302025-11-06 AEE AMEREN CORP2.5K shares0.12%2025-09-302025-11-06 UMMA LISTED FDS TR9.2K shares0.01%2025-09-302025-11-06 IJS ISHARES TR2.3K shares-48.17%2025-09-302025-11-06 HEI HEICO CORP NEW774 shares0.00%2025-09-302025-11-06 EMR EMERSON ELEC CO1.9K shares0.32%2025-09-302025-11-06 CRWD CROWDSTRIKE HLDGS INC504 shares-15.15%2025-09-302025-11-06 NEE NEXTERA ENERGY INC3.2K shares-3.85%2025-09-302025-11-06 SPEM SPDR INDEX SHS FDS5.1K shares-0.51%2025-09-302025-11-06 MELI MERCADOLIBRE INC101 shares0.00%2025-09-302025-11-06 PLTR PALANTIR TECHNOLOGIES INC1.3K sharesnew addition2025-09-302025-11-06 MUSA MURPHY USA INC600 shares0.00%2025-09-302025-11-06 JPST J P MORGAN EXCHANGE TRADED F4.5K shares-1.06%2025-09-302025-11-06 VGIT VANGUARD SCOTTSDALE FDS3.8K shares6.55%2025-09-302025-11-06 DPZ DOMINOS PIZZA INC518 shares0.00%2025-09-302025-11-06 DFGR DIMENSIONAL ETF TRUST8.2K shares0.78%2025-09-302025-11-06 EEM ISHARES TR4.1K shares-6.75%2025-09-302025-11-06 CSX CSX CORP6.1K shares-31.75%2025-09-302025-11-06 IJT ISHARES TR1.5K shares0.07%2025-09-302025-11-06 GE GE AEROSPACE706 sharesnew addition2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available