AIFG Consultants Ltd.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), AIFG Consultants Ltd. reported 45 stock positions worth $138.8 million. Its top holding was SS SPDR P S&P 1500 Comp ETF (SPTM) at 9.9% of the portfolio, followed by SS SPDR P Agg Bond ETF (SPAB, 9.9%) and First TR Nasdaq-100 Sel Eq (QQEW, 9.7%). Compared with Q4 2023, it opened 7 new positions, sold out of 1, added to 13 and reduced 17. The biggest buy was a new position in FT Vest US Equity Moderate B (GFEB) and the biggest sale FT Vest U.S. Equity Moderate (GMAY, shares −84%).
- Most Recent 13F
- Q4 2025
- Location
- HALFMOON, NY
- CIK
- 0001988547
- Portfolio Value
- $138.8M (Q1 2024)
- SEC Filing
- 0001988547-24-000003 ↗ filed May 10, 2024
Holdings Value
Holdings 45 stocks · $138.8M
| SPTM SS SPDR P S&P 1500 Comp ETF | 9.94% | 215,079 | $13.8M | Add +1.6% |
| SPAB SS SPDR P Agg Bond ETF | 9.89% | 542,646 | $13.7M | Add +5.1% |
| QQEW First TR Nasdaq-100 Sel Eq | 9.74% | 109,125 | $13.5M | Reduce -6.7% |
| JEPI JPMorgan Equity Premium Inco | 8.31% | 199,176 | $11.5M | Reduce -1.1% |
| GFEB FT Vest US Equity Moderate B | 6.67% | 268,808 | $9.3M | New |
| SPDW Ste STR SPDR PT DW Eu ETF | 5.70% | 220,640 | $7.9M | Add +0.5% |
| GLDM SPDR Gold Minishares Trust | 5.67% | 178,594 | $7.9M | Reduce -9.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 5.34% | 101,290 | $7.4M | Add +1099.0% |
| FJUL FT Vest US Equity Buffer ETF | 4.88% | 152,400 | $6.8M | Reduce -7.8% |
| BSJQ Invesco Bulletshares 2026 HY | 4.80% | 287,191 | $6.7M | Reduce -0.1% |
| SDVY First Trust Smid Cap Rising | 4.63% | 184,577 | $6.4M | Add +5.7% |
| FDL First Trust Morn DVD Lead Inc. | 4.17% | 150,187 | $5.8M | Reduce -1.5% |
| XMAR FT Vest US Equity Enhance & | 3.77% | 155,401 | $5.2M | Reduce -4.5% |
| MUB iShares National Muni Bond E | 2.69% | 34,714 | $3.7M | Add +1.7% |
| BUFR FT Vest Lad Buffervetf-Usd I | 2.13% | 105,473 | $2.9M | Reduce -18.1% |
| GMAY FT Vest U.S. Equity Moderate | 1.88% | 76,824 | $2.6M | Reduce -83.5% |
| LMBS First Trust Low Duration Opp | 1.27% | 36,422 | $1.8M | Reduce -36.8% |
| XOM Exxon Mobil Corp. | 0.76% | 9,054 | $1.1M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.75% | 2,175 | $1.0M | Add +0.1% |
| SYY Sysco Corp. | 0.69% | 11,839 | $961K | Reduce -6.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.59% | 16,411 | $822K | No change |
| NULV Nuveen ESG Large-Cap Val ETF | 0.49% | 17,654 | $686K | Add +5.7% |
| ALL Allstate Corp. | 0.37% | 2,974 | $515K | No change |
| GJUN FT Vest US Equity Moderate B | 0.33% | 13,700 | $457K | No change |
| REGN Regeneron Pharmaceuticals | 0.31% | 444 | $428K | Add +0.5% |
| MSFT Microsoft Corp. | 0.29% | 944 | $397K | Reduce -7.4% |
| GAUG FT Vest US Equity Moderate B | 0.28% | 11,726 | $386K | New |
| GE General Electric | 0.27% | 2,113 | $371K | No change |
| EFAX State Street SPDR MSCI Eafe | 0.26% | 8,628 | $359K | Add +11.0% |
| HES Hess Corp. | 0.26% | 2,320 | $354K | No change |
| FJAN FT Vest U.S. Equity Buffer E | 0.23% | 7,667 | $322K | New |
| SPSM SS SPDR P S&P 600 Small Cap | 0.23% | 7,428 | $320K | Reduce -31.7% |
| GLD SPDR Gold Shares | 0.23% | 1,542 | $317K | No change |
| TPHD Timothy Plan High DVD STCK | 0.22% | 8,604 | $311K | Reduce -3.8% |
| FSEP FT Vest U.S. Equity Buffer E | 0.21% | 6,903 | $293K | No change |
| VZ Verizon Communications Inc. | 0.20% | 6,735 | $283K | Reduce -4.6% |
| YJUN FT Vest Int Eq Modt ETF-June | 0.20% | 12,404 | $275K | Add +18.2% |
| AAPL Apple Inc. | 0.19% | 1,553 | $266K | Reduce -28.7% |
| PCAR Paccar Inc. | 0.17% | 1,934 | $240K | New |
| FAUG FT Vest U.S. Equity Buffer E | 0.17% | 5,570 | $239K | No change |
| NVDA Nvidia Corp. | 0.17% | 261 | $236K | New |
| DTE DTE Energy Company | 0.17% | 2,099 | $235K | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 0.17% | 1,160 | $232K | New |
| VEA Vanguard Ftse Developed ETF | 0.16% | 4,306 | $216K | Add +0.1% |
| PG The Procter & Gamble Co. | 0.15% | 1,304 | $212K | New |
Portfolio Sells Q4 2023 → Q1 2024
| GMAY FT Vest U.S. Equity Moderate | Reduce -83.5% | 1.88% | −9.78 |
| LMBS First Trust Low Duration Opp | Reduce -36.8% | 1.27% | −0.85 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -6.7% | 9.74% | −0.71 |
| GLDM SPDR Gold Minishares Trust | Reduce -9.6% | 5.67% | −0.48 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -18.1% | 2.13% | −0.48 |
| FJUL FT Vest US Equity Buffer ETF | Reduce -7.8% | 4.88% | −0.35 |
| XMAR FT Vest US Equity Enhance & | Reduce -4.5% | 3.77% | −0.31 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -0.1% | 4.80% | −0.26 |
| AAPL Apple Inc. | Reduce -28.7% | 0.19% | −0.13 |
| JEPI JPMorgan Equity Premium Inco | Reduce -1.1% | 8.31% | −0.12 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -31.7% | 0.23% | −0.12 |
| LYG Lloyds Banking Group PLC-ADR | Sold out | 0.00% | −0.02 |
| SYY Sysco Corp. | Reduce -6.4% | 0.69% | −0.01 |
| DTE DTE Energy Company | Reduce -0.1% | 0.17% | −0.01 |
| MSFT Microsoft Corp. | Reduce -7.4% | 0.29% | −0.01 |
| TPHD Timothy Plan High DVD STCK | Reduce -3.8% | 0.22% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -4.6% | 0.20% | +0.00 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -1.5% | 4.17% | +0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| GFEB FT Vest US Equity Moderate B | New | 6.67% | +6.67 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +1099.0% | 5.34% | +4.92 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +1.6% | 9.94% | +0.53 |
| GAUG FT Vest US Equity Moderate B | New | 0.28% | +0.28 |
| SDVY First Trust Smid Cap Rising | Add +5.7% | 4.63% | +0.28 |
| FJAN FT Vest U.S. Equity Buffer E | New | 0.23% | +0.23 |
| PCAR Paccar Inc. | New | 0.17% | +0.17 |
| NVDA Nvidia Corp. | New | 0.17% | +0.17 |
| JPM JPMorgan Chase & Co. | New | 0.17% | +0.17 |
| PG The Procter & Gamble Co. | New | 0.15% | +0.15 |
| XOM Exxon Mobil Corp. | Add +0.1% | 0.76% | +0.07 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +5.7% | 0.49% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 0.75% | +0.03 |
| YJUN FT Vest Int Eq Modt ETF-June | Add +18.2% | 0.20% | +0.03 |
| EFAX State Street SPDR MSCI Eafe | Add +11.0% | 0.26% | +0.03 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +0.5% | 5.70% | +0.02 |
| REGN Regeneron Pharmaceuticals | Add +0.5% | 0.31% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +0.1% | 0.16% | −0.00 |
| MUB iShares National Muni Bond E | Add +1.7% | 2.69% | −0.12 |
| SPAB SS SPDR P Agg Bond ETF | Add +5.1% | 9.89% | −0.19 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 54 | $58.2M | GLDM, FTCB, LDUR, SPMO, SMMU |
| Q3 2025 | 48 | $56.7M | GLDM, FTCB, LDUR, SPMO, JEPI |
| Q2 2025 | 51 | $51.3M | GLDM, LDUR, SPMO, JEPI, SMMU |
| Q1 2025 | 50 | $60.7M | GLDM, LDUR, JEPI, SPTM, SPMO |
| Q4 2024 | 51 | $61.3M | GLDM, LDUR, SPTM, JEPI, SDVY |
| Q3 2024 | 51 | $131.7M | SPAB, SPTM, QQEW, JEPI, GFEB |
| Q2 2024 | 45 | $134.5M | SPAB, SPTM, QQEW, JEPI, GFEB |
| Q1 2024 | 45 | $138.8M | SPTM, SPAB, QQEW, JEPI, GFEB |