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

About Aifg Consultants Ltd.

Investment Activity

  • Aifg Consultants Ltd. has $56.72 million in total holdings as of September 30, 2025.
  • Aifg Consultants Ltd. owns shares of 48 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
  • Approximately 12.07% of the portfolio was purchased this quarter.
  • About 8.88% of the portfolio was sold this quarter.
  • This quarter, Aifg Consultants Ltd. has purchased 51 new stocks and bought additional shares in 12 stocks.
  • Aifg Consultants Ltd. sold shares of 30 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

FIRST TRUST CORE INVESTMENT GRADE ETF
$5,849,915

Largest New Holdings this Quarter

33738D788 - FIRST TRUST CORE INVESTMENT GRADE ETF
$5,849,915 Holding
166764100 - Chevron
$369,124 Holding

Largest Purchases this Quarter

FIRST TRUST CORE INVESTMENT GRADE ETF
274,515 shares (about $5.85M)
Chevron
2,377 shares (about $369.12K)
PIMCO Low Duration Exchange-Traded Fund
1,225 shares (about $117.78K)
NVIDIA
508 shares (about $94.78K)

Largest Sales this Quarter

SPDR Gold MiniShares Trust
14,639 shares (about $1.12M)
Inspire 100 ETF
7,037 shares (about $312.65K)
Invesco S&P 500 Momentum ETF
2,524 shares (about $305.56K)
JPMorgan Equity Premium Income ETF
3,557 shares (about $203.10K)

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
$8,743,873$1,119,149 -11.3%114,37415.4%Finance
FIRST TRUST CORE INVESTMENT GRADE ETF
$5,849,915$5,849,915 New Holding274,51510.3%ETF
PIMCO Low Duration Exchange-Traded Fund stock logo
LDUR
PIMCO Low Duration Exchange-Traded Fund
$4,137,119$117,778 2.9%43,0307.3%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$3,627,096$305,557 -7.8%29,9616.4%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$2,488,295$203,104 -7.5%43,5784.4%ETF
PIMCO Short Term Municipal Bond Exchange-Traded Fund stock logo
SMMU
PIMCO Short Term Municipal Bond Exchange-Traded Fund
$2,412,804$271,612 12.7%47,7124.3%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$1,972,373$135,777 -6.4%39,6143.5%Manufacturing
Invesco RAFI Strategic US ETF stock logo
IUS
Invesco RAFI Strategic US ETF
$1,777,563$128,199 -6.7%32,1963.1%Manufacturing
Franklin U.S. Mid Cap Multifactor Index ETF stock logo
FLQM
Franklin U.S. Mid Cap Multifactor Index ETF
$1,698,421$123,118 -6.8%30,0873.0%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$1,695,808$147,058 -8.0%44,6043.0%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$1,431,142$102,280 -6.7%42,2292.5%ETF
Janus Henderson Mortgage-Backed Securities ETF stock logo
JMBS
Janus Henderson Mortgage-Backed Securities ETF
$1,315,493$63,299 5.1%28,8042.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,273,404$1,225 0.1%2,0792.2%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$962,652$18,516 2.0%18,9761.7%ETF
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$905,222$63,111 -6.5%19,0051.6%ETF
WisdomTree International Hedged Quality Dividend Growth Fund stock logo
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
$904,100$71,287 -7.3%19,6201.6%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$852,297$94,783 12.5%4,5681.5%Computer and Technology
JSCP
JPMorgan Short Duration Core Plus ETF
$846,328$41,850 5.2%17,7761.5%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$845,100$2,819 0.3%7,4951.5%Energy
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$807,707$1,439 -0.2%14,5981.4%ETF
First Trust NASDAQ-100 Equal Weighted Index Fund stock logo
QQEW
First Trust NASDAQ-100 Equal Weighted Index Fund
$718,015$91,304 -11.3%5,0881.3%Manufacturing
EVENTIDE HIGH DIVIDEND ETF
$703,579$85,818 -10.9%26,3091.2%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$671,765$35,987 -5.1%15,6991.2%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$658,572$127,747 -16.2%8,1661.2%ETF
GE Aerospace stock logo
GE
GE Aerospace
$584,433$5,414 -0.9%1,9431.0%Aerospace
GMAY
FT Cboe Vest U.S. Equity Moderate Buffer ETF - May
$571,679$1,983 -0.3%14,1261.0%ETF
The Allstate Corporation stock logo
ALL
Allstate
$570,110$23,397 -3.9%2,6561.0%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$548,135$100,243 -15.5%1,5421.0%Finance
GJUN
FT Cboe Vest U.S. Equity Moderate Buffer ETF - June
$532,6560.0%13,7000.9%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$465,119$6,215 1.4%8980.8%Computer and Technology
FT Vest U.S. Equity Buffer ETF - July stock logo
FJUL
FT Vest U.S. Equity Buffer ETF - July
$422,7350.0%7,7240.7%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$413,927$115,648 -21.8%3,8870.7%ETF
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$403,179$29,648 -6.8%9,2880.7%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$390,284$7,918 2.1%1,1830.7%Computer and Technology
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$387,389$169 0.0%9,1430.7%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$385,328$38,773 -9.1%3,6870.7%ETF
Sysco Corporation stock logo
SYY
Sysco
$377,9410.0%4,5900.7%Consumer Staples
Chevron Corporation stock logo
CVX
Chevron
$369,124$369,124 New Holding2,3770.7%Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$368,107$123,964 -25.2%1,1670.6%Finance
ARISTA NETWORKS INC COM SHS
$352,764$124,728 -26.1%2,4210.6%Stock
Apple Inc. stock logo
AAPL
Apple
$314,861$8,909 -2.8%1,2370.6%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$312,8930.0%6,0650.6%Finance
GE VERNOVA INC COM
$306,224$2,460 -0.8%4980.5%Stock
Inspire 100 ETF stock logo
BIBL
Inspire 100 ETF
$297,459$312,654 -51.2%6,6950.5%ETF
DTE Energy Company stock logo
DTE
DTE Energy
$296,942$141 0.0%2,1000.5%Utilities
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$288,678$139 0.0%6,2320.5%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$245,394$34,820 -12.4%9,4930.4%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$214,935$1,318 -0.6%3,5870.4%ETF
SOVEREIGN'S CAPITAL FLOURISH FUND
$0$362,070 -100.0%00.0%ETF
Hess Corporation stock logo
HES
Hess
$0$321,412 -100.0%00.0%Energy
Invesco QQQ stock logo
QQQ
Invesco QQQ
$0$260,925 -100.0%00.0%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$0$220,419 -100.0%00.0%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$0$205,204 -100.0%00.0%Consumer Staples

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data