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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
IVVIshares Core
Recent Activity
Decreased -10.52%
0.7%
$10.979M
19,034 shares@ $576.83 avg price
DGRWWisdomtree Trust
Recent Activity
Decreased -2.74%
0.57%
$8.914M
107,125 shares@ $83.22 avg price
VGTVanguard Information
Recent Activity
Decreased -1.81%
0.55%
$8.559M
14,592 shares@ $586.54 avg price
BILSpdr Bloomberg
Recent Activity
Decreased -46.58%
0.55%
$8.494M
92,520 shares@ $91.82 avg price
HDHome Depot
Recent Activity
Decreased -0.22%
0.48%
$7.392M
18,243 shares@ $405.22 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -2.34%
0.46%
$7.142M
43,065 shares@ $165.86 avg price
XLFSector Financial
Recent Activity
Decreased -1.7%
0.44%
$6.905M
152,371 shares@ $45.33 avg price
XOMExxon Mobil
Recent Activity
Decreased -8.56%
0.43%
$6.664M
56,848 shares@ $117.22 avg price
BKNGBooking Holdings
Recent Activity
Decreased -4.76%
0.42%
$6.562M
1,558 shares@ $4212.12 avg price
BKBank New York
Recent Activity
Decreased -2.61%
0.41%
$6.378M
88,754 shares@ $71.87 avg price