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AIFG Consultants

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

Top 5 stock holdings are GMAY, QQEW, SPAB, SPTM, JEPI, and represent 50.03% of AIFG Consultants's stock portfolio.
Added to shares of these 10 stocks: BSJQ (+$6.6M), SDVY (+$5.7M), SPAB, LMBS, SPTM, JEPI, BUFR, FSEP, MUB, YJUN.
Started 6 new stock positions in FSEP, BSJQ, SDVY, VEA, YJUN, LYG.
Reduced shares in these 10 stocks: FDL (-$6.5M), SPSM (-$5.4M), SPDW, QQEW, HYBL, JPST, GMAY, PG, XMAR, VZ.
Sold out of its positions in JPST, PG, HYBL.
AIFG Consultants was a net buyer of stock by $1.0M.
AIFG Consultants has $131M in assets under management (AUM), dropping by 9.00%.
Central Index Key (CIK): 0001988547

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Portfolio Holdings for AIFG Consultants

AIFG Consultants holds 39 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchng Traded Fd Vi Ft Cboe Vest U S (GMAY)	11.7	$15M	-2%	466k	32.90	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	10.5	$14M	-6%	117k	117.45	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	10.1	$13M	+16%	516k	25.64	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	9.4	$12M	+14%	212k	58.45	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	8.4	$11M	+5%	202k	54.98	View chart
World Gold Tr Spdr Gld Minis (GLDM)	6.2	$8.1M	+2%	198k	40.91	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	5.7	$7.5M	-34%	220k	34.01	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL)	5.2	$6.9M		165k	41.62	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	5.1	$6.6M	NEW	287k	23.13	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	4.4	$5.7M	NEW	175k	32.77	View chart
First Tr Morningstar Divid L SHS (FDL)	4.2	$5.5M	-54%	153k	35.88	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XMAR)	4.1	$5.4M		163k	32.88	View chart
Ishares Tr National Mun Etf (MUB)	2.8	$3.7M	+7%	34k	108.41	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	2.6	$3.4M	+19%	129k	26.57	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.1	$2.8M	+174%	58k	48.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$949k	-2%	2.2k	436.90	View chart
SYSCO Corporation (SYY)	0.7	$925k		13k	73.13	View chart
Exxon Mobil Corporation (XOM)	0.7	$904k		9.0k	99.98	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.6	$765k	-10%	16k	46.63	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.5	$600k	-3%	17k	35.91	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.4	$550k	-5%	8.4k	65.06	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.3	$459k	-92%	11k	42.18	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN)	0.3	$436k		14k	31.79	View chart
Apple (AAPL)	0.3	$419k	-2%	2.2k	192.51	View chart
Allstate Corporation (ALL)	0.3	$416k		3.0k	139.98	View chart
Regeneron Pharmaceuticals (REGN)	0.3	$388k		442.00	877.65	View chart
Microsoft Corporation (MSFT)	0.3	$383k		1.0k	376.04	View chart
Hess (HES)	0.3	$335k		2.3k	144.16	View chart
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX)	0.2	$303k	-21%	7.8k	39.01	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.2	$296k	+4%	8.9k	33.12	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$295k		1.5k	191.17	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP)	0.2	$278k	NEW	6.9k	40.24	View chart
General Electric Com New (GE)	0.2	$270k	-11%	2.1k	127.64	View chart
Verizon Communications (VZ)	0.2	$266k	-25%	7.1k	37.70	View chart
DTE Energy Company (DTE)	0.2	$232k		2.1k	110.24	View chart
First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG)	0.2	$226k		5.6k	40.63	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Intl (YJUN)	0.2	$223k	NEW	11k	21.24	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$206k	NEW	4.3k	47.90	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$24k	NEW	10k	2.39	View chart

Past Filings by AIFG Consultants

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

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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