IFG Advisory, LLC

Q2 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
6/30/2025
Date filed
8/4/2025
Form type
13F-HR
Num holdings
737
Total value ($000)
$1,992,652
Net value change ($000)
—
New positions
732
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 11/12/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 48,838 —
QQQ 48,502 —
VTI 47,428 —
NOBL 39,758 —
DFAC 34,591 —
AAPL 33,931 —
VOO 29,930 —
FTCS 29,814 —
VYM 26,154 —
NVDA 25,306 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,959 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type