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Aifg Consultants Ltd. Top Holdings and 13F Report (2025)

About Aifg Consultants Ltd.

Investment Activity

  • Aifg Consultants Ltd. has $60.71 million in total holdings as of March 31, 2025.
  • Aifg Consultants Ltd. owns shares of 50 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
  • Approximately 4.15% of the portfolio was purchased this quarter.
  • About 6.43% of the portfolio was sold this quarter.
  • This quarter, Aifg Consultants Ltd. has purchased 51 new stocks and bought additional shares in 14 stocks.
  • Aifg Consultants Ltd. sold shares of 29 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

46090E103 - Invesco QQQ
$361,537 Holding
464288661 - iShares 3-7 Year Treasury Bond ETF
$232,017 Holding

Largest Purchases this Quarter

JPMorgan Ultra-Short Income ETF
8,305 shares (about $420.48K)
Invesco QQQ
771 shares (about $361.54K)
Global X U.S. Infrastructure Development ETF
7,240 shares (about $273.17K)
JPMorgan Short Duration Core Plus ETF
5,653 shares (about $266.88K)

Largest Sales this Quarter

Inspire 100 ETF
13,275 shares (about $509.89K)
iShares National Muni Bond ETF
1,892 shares (about $199.49K)
JPMorgan Equity Premium Income ETF
3,172 shares (about $181.25K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAifg Consultants Ltd.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$8,905,212$167,537 1.9%143,88714.7%Finance
PIMCO Low Duration Exchange-Traded Fund stock logo
LDUR
PIMCO Low Duration Exchange-Traded Fund
$3,928,250$157,211 -3.8%40,9296.5%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$3,361,257$181,251 -5.1%58,8245.5%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$3,285,946$282,449 -7.9%48,3155.4%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$3,122,794$66,807 2.2%33,7495.1%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$3,100,387$144,118 -4.4%92,5485.1%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$2,226,259$139,762 -5.9%45,2863.7%Manufacturing
PIMCO Short Term Municipal Bond Exchange-Traded Fund stock logo
SMMU
PIMCO Short Term Municipal Bond Exchange-Traded Fund
$2,110,790$76,682 3.8%42,1983.5%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$2,034,888$167,813 -7.6%25,3193.4%ETF
GFEB
FT Cboe Vest U.S. Equity Moderate Buffer ETF - February
$1,849,089$224,223 -10.8%50,2883.0%ETF
Franklin U.S. Mid Cap Multifactor Index ETF stock logo
FLQM
Franklin U.S. Mid Cap Multifactor Index ETF
$1,771,700$43,680 -2.4%33,4222.9%ETF
Invesco RAFI Strategic US ETF stock logo
IUS
Invesco RAFI Strategic US ETF
$1,765,952$53,062 -2.9%35,7772.9%Manufacturing
Invesco BulletShares 2026 High Yield Corporate Bond ETF stock logo
BSJQ
Invesco BulletShares 2026 High Yield Corporate Bond ETF
$1,727,539$155,303 -8.2%74,4952.8%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$1,547,887$81,172 -5.0%46,5672.5%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,134,114$2,498 0.2%9,5351.9%Energy
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,120,944$26,726 -2.3%2,1811.8%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$1,017,743$65,382 -6.0%39,8491.7%ETF
First Trust NASDAQ 100 Equal Weighted Index Fund stock logo
QQEW
First Trust NASDAQ 100 Equal Weighted Index Fund
$1,012,237$97,837 -8.8%8,3701.7%Manufacturing
WisdomTree International Hedged Quality Dividend Growth Fund stock logo
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
$955,364$29,208 -3.0%22,0131.6%Finance
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$912,352$27,636 -2.9%25,0571.5%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$855,039$420,482 96.8%16,8881.4%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$803,075$22,113 -2.7%15,7251.3%ETF
Janus Henderson Mortgage-Backed Securities ETF stock logo
JMBS
Janus Henderson Mortgage-Backed Securities ETF
$734,680$407,839 124.8%16,2541.2%ETF
GMAY
FT Cboe Vest U.S. Equity Moderate Buffer ETF - May
$670,101$82,118 -10.9%18,4831.1%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$670,071$199,492 -22.9%6,3551.1%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$650,331$124,764 23.7%2,2571.1%Finance
Inspire 100 ETF stock logo
BIBL
Inspire 100 ETF
$630,154$509,892 -44.7%16,4061.0%ETF
First Trust Morningstar Dividend Leaders Index stock logo
FDL
First Trust Morningstar Dividend Leaders Index
$622,960$61,123 -8.9%14,3401.0%ETF
The Allstate Co. stock logo
ALL
Allstate
$572,548$43,278 -7.0%2,7650.9%Finance
FT Vest U.S. Equity Buffer ETF - July stock logo
FJUL
FT Vest U.S. Equity Buffer ETF - July
$572,368$33,582 -5.5%12,0160.9%ETF
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$526,673$273,165 107.8%13,9590.9%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$506,242$81,718 19.2%4,6710.8%Computer and Technology
JSCP
JPMorgan Short Duration Core Plus ETF
$482,911$266,878 123.5%10,2290.8%ETF
GJUN
FT Cboe Vest U.S. Equity Moderate Buffer ETF - June
$481,8290.0%13,7000.8%ETF
SOVEREIGN'S CAPITAL FLOURISH FUND
$417,439$47,003 -10.1%14,0500.7%ETF
Apple Inc. stock logo
AAPL
Apple
$386,610$143,979 -27.1%1,7400.6%Computer and Technology
GE Aerospace stock logo
GE
GE Aerospace
$383,005$801 0.2%1,9130.6%Industrials
Hess Co. stock logo
HES
Hess
$370,5730.0%2,3200.6%Energy
Invesco QQQ stock logo
QQQ
Invesco QQQ
$361,537$361,537 New Holding7710.6%Finance
Sysco Co. stock logo
SYY
Sysco
$351,562$600 -0.2%4,6850.6%Consumer Staples
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$349,9010.0%6220.6%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$336,349$5,255 1.6%8960.6%Computer and Technology
DTE Energy stock logo
DTE
DTE Energy
$290,307$138 0.0%2,0990.5%Utilities
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$287,7360.0%1,1730.5%Finance
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$286,347$29,750 11.6%9,2400.5%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$274,295$285 0.1%6,7290.5%ETF
Bank of America Co. stock logo
BAC
Bank of America
$254,177$1,586 -0.6%6,0910.4%Finance
XMAR
FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - March
$236,932$35,018 -12.9%6,4480.4%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$232,017$232,017 New Holding1,9640.4%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$224,4430.0%1,3170.4%Consumer Staples
Inspire Corporate Bond ETF stock logo
IBD
Inspire Corporate Bond ETF
$0$425,108 -100.0%00.0%ETF
Nuveen ESG Large-Cap Value ETF stock logo
NULV
Nuveen ESG Large-Cap Value ETF
$0$209,724 -100.0%00.0%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$0$209,388 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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