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

About Aifg Consultants Ltd.

Investment Activity

  • Aifg Consultants Ltd. has $51.29 million in total holdings as of June 30, 2025.
  • Aifg Consultants Ltd. owns shares of 51 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
  • Approximately 6.39% of the portfolio was purchased this quarter.
  • About 31.24% of the portfolio was sold this quarter.
  • This quarter, Aifg Consultants Ltd. has purchased 50 new stocks and bought additional shares in 8 stocks.
  • Aifg Consultants Ltd. sold shares of 34 stocks and completely divested from 4 stocks this quarter.

Largest New Holdings this Quarter

86280R811 - EVENTIDE HIGH DIVIDEND ETF
$749,845 Holding
040413205 - ARISTA NETWORKS INC COM SHS
$335,269 Holding
11135F101 - Broadcom
$319,478 Holding
36828A101 - GE VERNOVA INC COM
$265,633 Holding
921943858 - Vanguard FTSE Developed Markets ETF
$205,780 Holding

Largest Purchases this Quarter

EVENTIDE HIGH DIVIDEND ETF
29,518 shares (about $749.85K)
Janus Henderson Mortgage-Backed Securities ETF
11,164 shares (about $502.95K)
ARISTA NETWORKS INC COM SHS
3,277 shares (about $335.27K)
Broadcom
1,159 shares (about $319.48K)
JPMorgan Short Duration Core Plus ETF
6,668 shares (about $316.35K)

Largest Sales this Quarter

SPDR Portfolio S&P 500 Growth ETF
21,261 shares (about $2.03M)
SPDR Gold MiniShares Trust
14,874 shares (about $974.55K)
SPDR Portfolio Aggregate Bond ETF
29,009 shares (about $742.63K)

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
$8,452,980$974,550 -10.3%129,01316.5%Finance
PIMCO Low Duration Exchange-Traded Fund stock logo
LDUR
PIMCO Low Duration Exchange-Traded Fund
$4,006,173$83,947 2.1%41,8057.8%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$3,653,587$142,162 -3.7%32,4857.1%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$2,679,624$664,519 -19.9%47,1355.2%ETF
PIMCO Short Term Municipal Bond Exchange-Traded Fund stock logo
SMMU
PIMCO Short Term Municipal Bond Exchange-Traded Fund
$2,124,247$7,174 0.3%42,3414.1%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$2,085,717$145,071 -6.5%42,3414.1%Manufacturing
Invesco RAFI Strategic US ETF stock logo
IUS
Invesco RAFI Strategic US ETF
$1,777,677$64,839 -3.5%34,5183.5%Manufacturing
Franklin U.S. Mid Cap Multifactor Index ETF stock logo
FLQM
Franklin U.S. Mid Cap Multifactor Index ETF
$1,752,475$62,674 -3.5%32,2683.4%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$1,710,096$1,555,005 -47.6%48,4723.3%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$1,519,394$44,326 -2.8%45,2473.0%ETF
Janus Henderson Mortgage-Backed Securities ETF stock logo
JMBS
Janus Henderson Mortgage-Backed Securities ETF
$1,235,220$502,954 68.7%27,4182.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,179,916$59,081 -4.8%2,0772.3%ETF
WisdomTree International Hedged Quality Dividend Growth Fund stock logo
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
$953,573$38,112 -3.8%21,1671.9%Finance
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$943,205$87,322 10.2%18,6111.8%ETF
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$885,981$277,648 45.6%20,3301.7%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$805,356$222,632 -21.7%7,4701.6%Energy
JSCP
JPMorgan Short Duration Core Plus ETF
$801,640$316,348 65.2%16,8971.6%ETF
First Trust NASDAQ-100 Equal Weighted Index Fund stock logo
QQEW
First Trust NASDAQ-100 Equal Weighted Index Fund
$782,898$359,710 -31.5%5,7351.5%Manufacturing
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$765,420$57,626 -7.0%14,6241.5%ETF
EVENTIDE HIGH DIVIDEND ETF
$749,845$749,845 New Holding29,5181.5%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$730,202$2,888,230 -79.8%9,7501.4%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$669,708$344,855 -34.0%16,5401.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$641,439$96,532 -13.1%4,0601.3%Computer and Technology
Inspire 100 ETF stock logo
BIBL
Inspire 100 ETF
$567,543$110,516 -16.3%13,7321.1%ETF
The Allstate Corporation stock logo
ALL
Allstate
$556,6220.0%2,7651.1%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$556,009$131,991 -19.2%1,8241.1%Finance
GMAY
FT Cboe Vest U.S. Equity Moderate Buffer ETF - May
$554,998$168,672 -23.3%14,1751.1%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$519,579$144,391 -21.7%4,9731.0%ETF
GJUN
FT Cboe Vest U.S. Equity Moderate Buffer ETF - June
$515,1200.0%13,7001.0%ETF
GE Aerospace stock logo
GE
GE Aerospace
$504,925$12,359 2.5%1,9611.0%Aerospace
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$452,259$112,195 33.0%1,5600.9%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$440,705$4,974 -1.1%8860.9%Computer and Technology
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$417,492$182,933 -30.5%9,9710.8%ETF
FT Vest U.S. Equity Buffer ETF - July stock logo
FJUL
FT Vest U.S. Equity Buffer ETF - July
$399,635$222,065 -35.7%7,7240.8%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$386,808$2,026,596 -84.0%4,0580.8%ETF
SOVEREIGN'S CAPITAL FLOURISH FUND
$362,070$61,677 -14.6%12,0050.7%ETF
Sysco Corporation stock logo
SYY
Sysco
$347,646$7,195 -2.0%4,5900.7%Consumer Staples
ARISTA NETWORKS INC COM SHS
$335,269$335,269 New Holding3,2770.7%Stock
Hess Corporation stock logo
HES
Hess
$321,4120.0%2,3200.6%Energy
Broadcom Inc. stock logo
AVGO
Broadcom
$319,478$319,478 New Holding1,1590.6%Computer and Technology
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$300,113$3,051 -1.0%9,1470.6%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$286,995$1,230 -0.4%6,0650.6%Finance
DTE Energy Company stock logo
DTE
DTE Energy
$278,1080.0%2,0990.5%Utilities
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$277,504$742,630 -72.8%10,8400.5%ETF
GE VERNOVA INC COM
$265,633$265,633 New Holding5020.5%Stock
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$265,378$21,302 -7.4%6,2290.5%ETF
Apple Inc. stock logo
AAPL
Apple
$260,981$96,021 -26.9%1,2720.5%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$260,925$164,388 -38.7%4730.5%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$220,419$165,780 -42.9%3550.4%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$205,780$205,780 New Holding3,6090.4%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$205,204$4,620 -2.2%1,2880.4%Consumer Staples
GFEB
FT Cboe Vest U.S. Equity Moderate Buffer ETF - February
$0$1,849,089 -100.0%00.0%ETF
Invesco BulletShares 2026 High Yield Corporate Bond ETF stock logo
BSJQ
Invesco BulletShares 2026 High Yield Corporate Bond ETF
$0$1,727,539 -100.0%00.0%ETF
XMAR
FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - March
$0$236,932 -100.0%00.0%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$0$232,017 -100.0%00.0%ETF

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