AIFG Consultants Ltd.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 29, 2024), AIFG Consultants Ltd. reported 45 stock positions worth $134.5 million. Its top holding was SS SPDR P Agg Bond ETF (SPAB) at 9.7% of the portfolio, followed by SS SPDR P S&P 1500 Comp ETF (SPTM, 9.7%) and First TR Nasdaq-100 Sel Eq (QQEW, 9.0%). Compared with Q1 2024, it opened 7 new positions, sold out of 7, added to 13 and reduced 19. The biggest buy was a new position in Inspire 100 ETF (BIBL) and the biggest sale First TR Nasdaq-100 Sel Eq (QQEW, shares −10%).
- Most Recent 13F
- Q4 2025
- Location
- HALFMOON, NY
- CIK
- 0001988547
- Portfolio Value
- $134.5M (Q2 2024)
- SEC Filing
- 0001988547-24-000004 ↗ filed Jul 29, 2024
Holdings Value
Holdings 45 stocks · $134.5M
| SPAB SS SPDR P Agg Bond ETF | 9.67% | 518,536 | $13.0M | Reduce -4.4% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 9.65% | 195,712 | $13.0M | Reduce -9.0% |
| QQEW First TR Nasdaq-100 Sel Eq | 9.01% | 98,283 | $12.1M | Reduce -9.9% |
| JEPI JPMorgan Equity Premium Inco | 7.63% | 181,145 | $10.3M | Reduce -9.1% |
| GFEB FT Vest US Equity Moderate B | 6.66% | 252,914 | $9.0M | Reduce -5.9% |
| GLDM SPDR Gold Minishares Trust | 5.83% | 170,151 | $7.8M | Reduce -4.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 5.73% | 96,181 | $7.7M | Reduce -5.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 5.24% | 200,959 | $7.0M | Reduce -8.9% |
| FJUL FT Vest US Equity Buffer ETF | 4.92% | 143,803 | $6.6M | Reduce -5.6% |
| BSJQ Invesco Bulletshares 2026 HY | 4.63% | 270,194 | $6.2M | Reduce -5.9% |
| SDVY First Trust Smid Cap Rising | 4.12% | 166,130 | $5.5M | Reduce -10.0% |
| FDL First Trust Morn DVD Lead Inc. | 3.83% | 135,965 | $5.2M | Reduce -9.5% |
| XMAR FT Vest US Equity Enhance & | 3.83% | 148,899 | $5.1M | Reduce -4.2% |
| MUB iShares National Muni Bond E | 2.72% | 34,334 | $3.7M | Reduce -1.1% |
| BUFR FT Vest Lad Buffervetf-Usd I | 2.18% | 101,404 | $2.9M | Reduce -3.9% |
| GMAY FT Vest U.S. Equity Moderate | 1.97% | 75,550 | $2.6M | Reduce -1.7% |
| BIBL Inspire 100 ETF | 1.51% | 53,613 | $2.0M | New |
| LMBS First Trust Low Duration Opp | 1.27% | 35,679 | $1.7M | Reduce -2.0% |
| VOO Vanguard S&P 500 ETF | 0.97% | 2,598 | $1.3M | Add +19.4% |
| XOM Exxon Mobil Corp. | 0.81% | 9,467 | $1.1M | Add +4.6% |
| SYY Sysco Corp. | 0.62% | 11,602 | $828K | Reduce -2.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.59% | 16,411 | $800K | No change |
| IBD Inspire Corporate Bond ETF | 0.52% | 30,098 | $702K | New |
| NULV Nuveen ESG Large-Cap Val ETF | 0.50% | 17,811 | $673K | Add +0.9% |
| NVDA Nvidia Corp. | 0.44% | 4,801 | $593K | Add +84.0% |
| AAPL Apple Inc. | 0.42% | 2,703 | $569K | Add +74.0% |
| SOVF Sovereign's Capital Flourish | 0.41% | 19,452 | $557K | New |
| ALL Allstate Corp. | 0.35% | 2,974 | $475K | No change |
| GJUN FT Vest US Equity Moderate B | 0.35% | 13,700 | $467K | No change |
| IVV iShares Core S&P 500 ETF | 0.32% | 797 | $437K | New |
| MSFT Microsoft Corp. | 0.32% | 957 | $428K | Add +1.4% |
| GLD SPDR Gold Shares | 0.29% | 1,824 | $392K | Add +18.3% |
| EFAX State Street SPDR MSCI Eafe | 0.26% | 8,676 | $354K | Add +0.6% |
| HES Hess Corp. | 0.25% | 2,320 | $342K | No change |
| FJAN FT Vest U.S. Equity Buffer E | 0.25% | 7,667 | $333K | No change |
| GE General Electric filed as GE AEROSPACE | 0.23% | 1,959 | $311K | Reduce -7.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.23% | 7,438 | $309K | Add +0.1% |
| VZ Verizon Communications Inc. | 0.21% | 6,879 | $284K | Add +2.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.19% | 1,772 | $253K | New |
| WWJD Inspire International ETF | 0.19% | 8,572 | $253K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.19% | 6,301 | $251K | New |
| JPM JPMorgan Chase & Co. | 0.18% | 1,173 | $237K | Add +1.1% |
| DTE DTE Energy Company | 0.17% | 2,099 | $233K | No change |
| PG The Procter & Gamble Co. | 0.16% | 1,315 | $217K | Add +0.8% |
| VEA Vanguard Ftse Developed ETF | 0.16% | 4,311 | $213K | Add +0.1% |
Portfolio Sells Q1 2024 → Q2 2024
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -9.9% | 9.01% | −0.74 |
| JEPI JPMorgan Equity Premium Inco | Reduce -9.1% | 7.63% | −0.67 |
| SDVY First Trust Smid Cap Rising | Reduce -10.0% | 4.12% | −0.51 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -8.9% | 5.24% | −0.46 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -9.5% | 3.83% | −0.33 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.31 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -9.0% | 9.65% | −0.29 |
| GAUG FT Vest US Equity Moderate B | Sold out | 0.00% | −0.28 |
| TPHD Timothy Plan High DVD STCK | Sold out | 0.00% | −0.22 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -4.4% | 9.67% | −0.22 |
| FSEP FT Vest U.S. Equity Buffer E | Sold out | 0.00% | −0.21 |
| YJUN FT Vest Int Eq Modt ETF-June | Sold out | 0.00% | −0.20 |
| PCAR Paccar Inc. | Sold out | 0.00% | −0.17 |
| FAUG FT Vest U.S. Equity Buffer E | Sold out | 0.00% | −0.17 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -5.9% | 4.63% | −0.17 |
| SYY Sysco Corp. | Reduce -2.0% | 0.62% | −0.08 |
| GE General Electric | Reduce -7.3% | 0.23% | −0.04 |
| GFEB FT Vest US Equity Moderate B | Reduce -5.9% | 6.66% | −0.01 |
| LMBS First Trust Low Duration Opp | Reduce -2.0% | 1.27% | +0.01 |
| MUB iShares National Muni Bond E | Reduce -1.1% | 2.72% | +0.03 |
| FJUL FT Vest US Equity Buffer ETF | Reduce -5.6% | 4.92% | +0.04 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -3.9% | 2.18% | +0.05 |
| XMAR FT Vest US Equity Enhance & | Reduce -4.2% | 3.83% | +0.06 |
| GMAY FT Vest U.S. Equity Moderate | Reduce -1.7% | 1.97% | +0.08 |
| GLDM SPDR Gold Minishares Trust | Reduce -4.7% | 5.83% | +0.16 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -5.0% | 5.73% | +0.39 |
Portfolio Buys Q1 2024 → Q2 2024
| BIBL Inspire 100 ETF | New | 1.51% | +1.51 |
| IBD Inspire Corporate Bond ETF | New | 0.52% | +0.52 |
| SOVF Sovereign's Capital Flourish | New | 0.41% | +0.41 |
| IVV iShares Core S&P 500 ETF | New | 0.32% | +0.32 |
| NVDA Nvidia Corp. | Add +84.0% | 0.44% | +0.27 |
| AAPL Apple Inc. | Add +74.0% | 0.42% | +0.23 |
| VOO Vanguard S&P 500 ETF | Add +19.4% | 0.97% | +0.21 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.19% | +0.19 |
| WWJD Inspire International ETF | New | 0.19% | +0.19 |
| BAC Bank of America Corp. | New | 0.19% | +0.19 |
| GLD SPDR Gold Shares | Add +18.3% | 0.29% | +0.06 |
| XOM Exxon Mobil Corp. | Add +4.6% | 0.81% | +0.05 |
| MSFT Microsoft Corp. | Add +1.4% | 0.32% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +1.1% | 0.18% | +0.01 |
| PG The Procter & Gamble Co. | Add +0.8% | 0.16% | +0.01 |
| VZ Verizon Communications Inc. | Add +2.1% | 0.21% | +0.01 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +0.9% | 0.50% | +0.01 |
| EFAX State Street SPDR MSCI Eafe | Add +0.6% | 0.26% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +0.1% | 0.16% | +0.00 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +0.1% | 0.23% | −0.00 |
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 |