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Laurel Resendez

@Ifg Advisory, Llc

Latest period2024 - Q3ReportedManaged Assets$1.57BTotal holdings385
Assets growth rate0.73%Assets growth rate (2-Q avg)8.49%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Ifg Advisory, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 385 positions.

Assets under management

The assets under management (AUM) of Ifg Advisory, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.57B in assets, with a quarterly growth rate of 0.73% and a 2-quarter average growth rate of 8.49%. The portfolio is managed by Laurel Resendez, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPGPInvesco S&p
Recent Activity
Exited
0%
$7.652M
74,448 shares@ $102.79 avg price
SPMOInvesco Exchange
Recent Activity
Exited
0%
$3.005M
34,354 shares@ $87.47 avg price
CRWDCrowdstrike Holdings
Recent Activity
Exited
0%
$2.92M
7,621 shares@ $383.2 avg price
PAYXPaychex Inc
Recent Activity
Exited
0%
$2.426M
20,466 shares@ $118.56 avg price
PANWPalo Alto
Recent Activity
Exited
0%
$2.027M
5,980 shares@ $339.01 avg price
IVEIshares S&p
Recent Activity
Exited
0%
$1.9M
10,439 shares@ $182.02 avg price
COSTCostco Wholesale
Recent Activity
Exited
0%
$1.719M
2,022 shares@ $850.25 avg price
QCOMQualcomm Inc
Recent Activity
Exited
0%
$1.65M
8,285 shares@ $199.2 avg price
SMCISuper Micro
Recent Activity
Exited
0%
$1.641M
2,003 shares@ $819.36 avg price
XLYConsumer Discretionary
Recent Activity
Exited
0%
$1.622M
8,892 shares@ $182.41 avg price