Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

AIFG Consultants

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

Top 5 stock holdings are GLDM, FTCB, LDUR, SPMO, JEPI, and represent 43.81% of AIFG Consultants's stock portfolio.
Added to shares of these 10 stocks: FTCB (+$5.8M), CVX, SMMU, LDUR, NVDA, JMBS, JSCP, JPST, AVGO, MSFT.
Started 2 new stock positions in CVX, FTCB.
Reduced shares in these 10 stocks: GLDM, SOVF, , BIBL, SPMO, QQQ, IVV, PG, JEPI, SDVY.
Sold out of its positions in SOVF, HES, QQQ, IVV, PG.
AIFG Consultants was a net buyer of stock by $1.8M.
AIFG Consultants has $57M in assets under management (AUM), dropping by 10.58%.
Central Index Key (CIK): 0001988547

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for AIFG Consultants

AIFG Consultants holds 48 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	15.4	$8.7M	-11%	114k	76.45	View chart
First Trust Core Investment Grade Etf Etf (FTCB)	10.3	$5.8M	NEW	275k	21.31	View chart
Pimco Enhanced Low Duration Active Etf Etf (LDUR)	7.3	$4.1M	+2%	43k	96.14	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	6.4	$3.6M	-7%	30k	121.06	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	4.4	$2.5M	-7%	44k	57.10	View chart
Pimco Short Term Municipal Bond Active Etf Etf (SMMU)	4.3	$2.4M	+12%	48k	50.57	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	3.5	$2.0M	-6%	40k	49.79	View chart
Invesco Rafi Strategic Us Etf Etf (IUS)	3.1	$1.8M	-6%	32k	55.21	View chart
Franklin U.s. Mid Cap Multifactor Index Etf Etf (FLQM)	3.0	$1.7M	-6%	30k	56.45	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	3.0	$1.7M	-7%	45k	38.02	View chart
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	2.5	$1.4M	-6%	42k	33.89	View chart
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS)	2.3	$1.3M	+5%	29k	45.67	View chart
Vanguard S&p 500 Etf Etf (VOO)	2.2	$1.3M		2.1k	612.51	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	1.7	$963k		19k	50.73	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	1.6	$905k	-6%	19k	47.63	View chart
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)	1.6	$904k	-7%	20k	46.08	View chart
Nvidia Corporation Stock (NVDA)	1.5	$852k	+12%	4.6k	186.58	View chart
Jpmorgan Short Duration Core Plus Etf Etf (JSCP)	1.5	$846k	+5%	18k	47.61	View chart
Exxon Mobil Corp Stock (XOM)	1.5	$845k		7.5k	112.76	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.4	$808k		15k	55.33	View chart
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW)	1.3	$718k	-11%	5.1k	141.12	View chart
Eventide High Dividend Etf Etf (ELCV)	1.2	$704k	-10%	26k	26.74	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	1.2	$672k	-5%	16k	42.79	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	1.2	$659k	-16%	8.2k	80.65	View chart
Ge Aerospace Stock (GE)	1.0	$584k		1.9k	300.79	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - May Etf (GMAY)	1.0	$572k		14k	40.47	View chart
Allstate Corp Stock (ALL)	1.0	$570k	-3%	2.7k	214.65	View chart
Spdr Gold Shares Etf (GLD)	1.0	$548k	-15%	1.5k	355.47	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN)	0.9	$533k		14k	38.88	View chart
Microsoft Corp Stock (MSFT)	0.8	$465k		898.00	517.95	View chart
Ft Vest U.s. Equity Buffer Etf - July Etf (FJUL)	0.7	$423k		7.7k	54.73	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.7	$414k	-21%	3.9k	106.49	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.7	$403k	-6%	9.3k	43.41	View chart
Broadcom Stock (AVGO)	0.7	$390k	+2%	1.2k	329.91	View chart
Ishares Silver Trust Etf (SLV)	0.7	$387k		9.1k	42.37	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.7	$385k	-9%	3.7k	104.51	View chart
Sysco Corp Stock (SYY)	0.7	$378k		4.6k	82.34	View chart
Chevron Corp Stock (CVX)	0.7	$369k	NEW	2.4k	155.29	View chart
Jpmorgan Chase & Co Stock (JPM)	0.6	$368k	-25%	1.2k	315.43	View chart
Arista Networks Stock (ANET)	0.6	$353k	-26%	2.4k	145.71	View chart
Apple Stock (AAPL)	0.6	$315k	-2%	1.2k	254.54	View chart
Bank America Corp Stock (BAC)	0.6	$313k		6.1k	51.59	View chart
Ge Vernova Stock (GEV)	0.5	$306k		498.00	614.91	View chart
Inspire 100 Etf Etf (BIBL)	0.5	$298k	-51%	6.7k	44.43	View chart
Dte Energy Stock (DTE)	0.5	$297k		2.1k	141.40	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.5	$289k		6.2k	46.32	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.4	$245k	-12%	9.5k	25.85	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.4	$215k		3.6k	59.92	View chart

Past Filings by AIFG Consultants

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

AIFG Consultants 2025 Q3 filed Oct. 14, 2025
AIFG Consultants 2025 Q2 filed July 21, 2025
AIFG Consultants 2025 Q1 filed April 23, 2025
AIFG Consultants 2024 Q4 filed Jan. 29, 2025
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z