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AIFG Consultants

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

Top 5 stock holdings are SPTM, SPAB, QQEW, JEPI, GFEB, and represent 44.55% of AIFG Consultants's stock portfolio.
Added to shares of these 10 stocks: GFEB (+$9.3M), SPYG (+$6.8M), SPAB, GAUG, SDVY, FJAN, PCAR, NVDA, JPM, SPTM.
Started 7 new stock positions in NVDA, PCAR, GAUG, JPM, PG, GFEB, FJAN.
Reduced shares in these 10 stocks: GMAY (-$13M), LMBS, QQEW, GLDM, BUFR, FJUL, XMAR, SPSM, JEPI, AAPL.
Sold out of its position in LYG.
AIFG Consultants was a net buyer of stock by $948k.
AIFG Consultants has $139M in assets under management (AUM), dropping by 5.55%.
Central Index Key (CIK): 0001988547

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Portfolio Holdings for AIFG Consultants

AIFG Consultants holds 45 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	9.9	$14M		215k	64.15	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	9.9	$14M	+5%	543k	25.28	View chart
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW)	9.7	$14M	-6%	109k	123.90	View chart
Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund Etf (JEPI)	8.3	$12M		199k	57.86	View chart
Ft Vest Us Equity Moderate Buffer Etf February Etf (GFEB)	6.7	$9.3M	NEW	269k	34.44	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	5.7	$7.9M		221k	35.84	View chart
Spdr Gold Minishares Trust Etf (GLDM)	5.7	$7.9M	-9%	179k	44.05	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	5.3	$7.4M	+1098%	101k	73.15	View chart
Ft Vest U.s. Equity Buffer Etf - July Etf (FJUL)	4.9	$6.8M	-7%	152k	44.45	View chart
Invesco Bulletshares 2026 High Yield Corp Bond Etf Etf (BSJQ)	4.8	$6.7M		287k	23.18	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	4.6	$6.4M	+5%	185k	34.82	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	4.2	$5.8M		150k	38.48	View chart
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - March Etf (XMAR)	3.8	$5.2M	-4%	155k	33.62	View chart
Ishares National Muni Bond Etf Etf (MUB)	2.7	$3.7M		35k	107.60	View chart
Ft Cboe Vest Fund Of Buffer Etfs Etf (BUFR)	2.1	$2.9M	-18%	106k	27.96	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - May Etf (GMAY)	1.9	$2.6M	-83%	77k	34.00	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	1.3	$1.8M	-36%	36k	48.25	View chart
Exxon Mobil Corp Stock (XOM)	0.8	$1.1M		9.1k	116.25	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.8	$1.0M		2.2k	480.89	View chart
Sysco Corp Stock (SYY)	0.7	$961k	-6%	12k	81.18	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.6	$822k		16k	50.10	View chart
Nuveen Esg Large-cap Value Etf Etf (NULV)	0.5	$686k	+5%	18k	38.86	View chart
Allstate Corp Stock (ALL)	0.4	$515k		3.0k	173.01	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN)	0.3	$457k		14k	33.36	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.3	$428k		444.00	964.36	View chart
Microsoft Corp Stock (MSFT)	0.3	$397k	-7%	944.00	420.72	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - August Etf (GAUG)	0.3	$386k	NEW	12k	32.96	View chart
Ge Aerospace Stock (GE)	0.3	$371k		2.1k	175.55	View chart
Spdr Msci Eafe Fossil Fuel Free Etf Etf (EFAX)	0.3	$359k	+10%	8.6k	41.59	View chart
Hess Corp Stock (HES)	0.3	$354k		2.3k	152.64	View chart
Ft Vest Us Equity Buffer Etf - January Etf (FJAN)	0.2	$322k	NEW	7.7k	41.98	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.2	$320k	-31%	7.4k	43.04	View chart
Spdr Gold Shares Etf (GLD)	0.2	$317k		1.5k	205.72	View chart
Timothy Plan High Dividend Stock Etf Etf (TPHD)	0.2	$311k	-3%	8.6k	36.17	View chart
Ft Vest U.s. Equity Buffer Etf - September Etf (FSEP)	0.2	$293k		6.9k	42.49	View chart
Verizon Communications Stock (VZ)	0.2	$283k	-4%	6.7k	41.96	View chart
Ft Vest International Equity Buffer Etf - June Etf (YJUN)	0.2	$275k	+18%	12k	22.16	View chart
Apple Stock (AAPL)	0.2	$266k	-28%	1.6k	171.52	View chart
Paccar Stock (PCAR)	0.2	$240k	NEW	1.9k	123.91	View chart
Ft Vest U.s. Equity Buffer Etf - August Etf (FAUG)	0.2	$239k		5.6k	42.88	View chart
Nvidia Corporation Stock (NVDA)	0.2	$236k	NEW	261.00	903.56	View chart
Dte Energy Stock (DTE)	0.2	$235k		2.1k	112.17	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$232k	NEW	1.2k	200.30	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.2	$216k		4.3k	50.17	View chart
Procter And Gamble Stock (PG)	0.2	$212k	NEW	1.3k	162.25	View chart

Past Filings by AIFG Consultants

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

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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