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AIFG Consultants

Latest statistics and disclosures from AIFG Consultants's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPAB, SPTM, QQEW, JEPI, GFEB, and represent 43.57% of AIFG Consultants's stock portfolio.
Added to shares of these 10 stocks: PAVE, IUS, SDVY, BSJQ, XMMO, JPST, META, JMBS, SLV, GLD.
Started 7 new stock positions in IUS, PAVE, XMMO, JPST, META, SLV, JMBS.
Reduced shares in these 10 stocks: FJUL, XMAR, BUFR, SPTM, BIBL, GMAY, FDL, GFEB, GLDM, JEPI.
Sold out of its position in NVO.
AIFG Consultants was a net seller of stock by $-9.8M.
AIFG Consultants has $132M in assets under management (AUM), dropping by -2.12%.
Central Index Key (CIK): 0001988547

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Positions held by AIFG Consultants consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for AIFG Consultants

AIFG Consultants holds 51 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	10.3	$14M		519k	26.14	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	9.4	$12M	-10%	176k	70.06	View chart
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW)	9.3	$12M		97k	125.45	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	8.0	$11M	-2%	177k	59.51	View chart
Ft Vest Us Equity Moderate Buffer Etf February Etf (GFEB)	6.7	$8.8M	-5%	240k	36.52	View chart
Spdr Gold Minishares Trust Etf (GLDM)	6.5	$8.5M	-3%	164k	52.13	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	5.9	$7.7M	-3%	93k	82.94	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	5.6	$7.4M	-2%	196k	37.56	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	5.2	$6.8M	+12%	187k	36.38	View chart
Invesco Bulletshares 2026 High Yield Corp Bond Etf Etf (BSJQ)	5.2	$6.8M	+7%	290k	23.45	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	4.0	$5.2M	-8%	125k	41.95	View chart
Ishares National Muni Bond Etf Etf (MUB)	2.8	$3.7M		34k	108.63	View chart
Ft Vest U.s. Equity Buffer Etf - July Etf (FJUL)	2.0	$2.6M	-62%	54k	48.11	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - May Etf (GMAY)	1.6	$2.1M	-23%	58k	36.24	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	1.5	$2.0M	NEW	49k	41.16	View chart
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - March Etf (XMAR)	1.4	$1.9M	-64%	53k	35.49	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	1.1	$1.5M	-14%	31k	49.41	View chart
Inspire 100 Etf Etf (BIBL)	1.1	$1.5M	-31%	37k	40.67	View chart
Invesco Rafi Strategic Us Etf Etf (IUS)	1.1	$1.4M	NEW	28k	50.30	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.9	$1.2M	-12%	2.3k	527.85	View chart
Exxon Mobil Corp Stock (XOM)	0.8	$1.1M		9.5k	117.22	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.7	$932k	-69%	31k	29.89	View chart
Sysco Corp Stock (SYY)	0.7	$905k		12k	78.06	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.7	$868k		16k	52.86	View chart
Nuveen Esg Large-cap Value Etf Etf (NULV)	0.6	$742k		18k	41.72	View chart
Apple Stock (AAPL)	0.5	$600k	-4%	2.6k	233.07	View chart
Inspire Corporate Bond Etf Etf (IBD)	0.4	$590k	-18%	25k	24.08	View chart
Spdr Gold Shares Etf (GLD)	0.4	$588k	+32%	2.4k	243.06	View chart
Allstate Corp Stock (ALL)	0.4	$564k		3.0k	189.65	View chart
Sovereign's Capital Flourish Fund Etf (SOVF)	0.4	$513k	-13%	17k	30.35	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN)	0.4	$485k		14k	35.42	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.3	$454k	NEW	3.8k	120.33	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.3	$433k	NEW	8.5k	50.74	View chart
Nvidia Corporation Stock (NVDA)	0.3	$431k	-26%	3.5k	121.44	View chart
Microsoft Corp Stock (MSFT)	0.3	$401k	-2%	931.00	430.30	View chart
Spdr Msci Eafe Fossil Fuel Free Etf Etf (EFAX)	0.3	$379k		8.7k	43.74	View chart
Ge Aerospace Stock (GE)	0.3	$370k		2.0k	188.62	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$358k	-22%	620.00	577.67	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.3	$339k		7.4k	45.51	View chart
Hess Corp Stock (HES)	0.2	$315k		2.3k	135.80	View chart
Verizon Communications Stock (VZ)	0.2	$298k	-3%	6.6k	44.91	View chart
Dte Energy Stock (DTE)	0.2	$270k		2.1k	128.44	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$248k		1.2k	210.86	View chart
Ft Vest Us Equity Buffer Etf - January Etf (FJAN)	0.2	$247k	-28%	5.5k	44.72	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$246k	NEW	429.00	572.44	View chart
Bank America Corp Stock (BAC)	0.2	$243k	-2%	6.1k	39.68	View chart
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS)	0.2	$231k	NEW	4.9k	46.65	View chart
Procter And Gamble Stock (PG)	0.2	$223k	-2%	1.3k	173.20	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.2	$212k	-6%	4.0k	52.81	View chart
Inspire International Etf Etf (WWJD)	0.2	$212k	-23%	6.5k	32.30	View chart
Ishares Silver Trust Etf (SLV)	0.2	$209k	NEW	7.3k	28.41	View chart

Past Filings by AIFG Consultants

SEC 13F filings are viewable for AIFG Consultants going back to 2022

AIFG Consultants 2024 Q3 filed Oct. 21, 2024
AIFG Consultants 2024 Q2 filed July 29, 2024
AIFG Consultants 2024 Q1 filed May 10, 2024
AIFG Consultants 2023 Q4 filed Jan. 31, 2024
AIFG Consultants 2023 Q3 filed Nov. 8, 2023
AIFG Consultants 2023 Q1 filed Aug. 30, 2023
AIFG Consultants 2023 Q2 filed Aug. 30, 2023
AIFG Consultants 2022 Q4 filed Aug. 28, 2023

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