AIFG Consultants Ltd.

Q3 2025 13F-HR Holdings

Location
Halfmoon, NY
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
48
Total value ($000)
$56,719
Net value change ($000)
+5,428 (10.6%)
New positions
2
Sold out positions
5
Turnover %
13.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2025 Next filing: 2/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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)
FTCB 5,850 NEW
CVX 369 NEW
GLDM 291 3.4%
SMMU 289 13.6%
NVDA 211 32.9%
LDUR 131 3.3%
VOO 93 7.9%
SLV 87 29.0%
JMBS 80 6.5%
GE 79 15.6%
Top Reduces (Value $000, Stocks/ETFs)
SOVF -362 -100.0%
AHC -321 -100.0%
BIBL -271 -47.7%
QQQ -261 -100.0%
IVV -220 -100.0%
PG -205 -100.0%
JEPI -192 -7.2%
LMBS -114 -5.5%
MUB -106 -20.4%
SPIB -88 -5.8%
Instrument mix + QoQ Δ (ex-options)
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