AIFG Consultants Ltd.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 21, 2024), AIFG Consultants Ltd. reported 51 stock positions worth $131.7 million. Its top holding was SS SPDR P Agg Bond ETF (SPAB) at 10.3% of the portfolio, followed by SS SPDR P S&P 1500 Comp ETF (SPTM, 9.4%) and First TR Nasdaq-100 Sel Eq (QQEW, 9.3%). Compared with Q2 2024, it opened 7 new positions, sold out of 1, added to 7 and reduced 31. The biggest buy was a new position in Global X US Infrastructure (PAVE) and the biggest sale FT Vest US Equity Buffer ETF (FJUL, shares −63%).
- Most Recent 13F
- Q4 2025
- Location
- HALFMOON, NY
- CIK
- 0001988547
- Portfolio Value
- $131.7M (Q3 2024)
- SEC Filing
- 0001988547-24-000006 ↗ filed Oct 21, 2024
Holdings Value
Holdings 51 stocks · $131.7M
| SPAB SS SPDR P Agg Bond ETF | 10.30% | 518,946 | $13.6M | Add +0.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 9.36% | 175,874 | $12.3M | Reduce -10.1% |
| QQEW First TR Nasdaq-100 Sel Eq | 9.28% | 97,385 | $12.2M | Reduce -0.9% |
| JEPI JPMorgan Equity Premium Inco | 7.98% | 176,546 | $10.5M | Reduce -2.5% |
| GFEB FT Vest US Equity Moderate B | 6.66% | 239,982 | $8.8M | Reduce -5.1% |
| GLDM SPDR Gold Minishares Trust | 6.48% | 163,688 | $8.5M | Reduce -3.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 5.87% | 93,244 | $7.7M | Reduce -3.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 5.59% | 195,885 | $7.4M | Reduce -2.5% |
| SDVY First Trust Smid Cap Rising | 5.17% | 186,958 | $6.8M | Add +12.5% |
| BSJQ Invesco Bulletshares 2026 HY | 5.16% | 289,890 | $6.8M | Add +7.3% |
| FDL First Trust Morn DVD Lead Inc. | 3.97% | 124,498 | $5.2M | Reduce -8.4% |
| MUB iShares National Muni Bond E | 2.80% | 33,935 | $3.7M | Reduce -1.2% |
| FJUL FT Vest US Equity Buffer ETF | 1.95% | 53,504 | $2.6M | Reduce -62.8% |
| GMAY FT Vest U.S. Equity Moderate | 1.58% | 57,554 | $2.1M | Reduce -23.8% |
| PAVE Global X US Infrastructure | 1.53% | 48,858 | $2.0M | New |
| XMAR FT Vest US Equity Enhance & | 1.42% | 52,863 | $1.9M | Reduce -64.5% |
| LMBS First Trust Low Duration Opp | 1.15% | 30,632 | $1.5M | Reduce -14.2% |
| BIBL Inspire 100 ETF | 1.14% | 36,906 | $1.5M | Reduce -31.2% |
| IUS Invesco Rafi Strategic US Et | 1.05% | 27,572 | $1.4M | New |
| VOO Vanguard S&P 500 ETF | 0.91% | 2,273 | $1.2M | Reduce -12.5% |
| XOM Exxon Mobil Corp. | 0.85% | 9,520 | $1.1M | Add +0.6% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.71% | 31,185 | $932K | Reduce -69.3% |
| SYY Sysco Corp. | 0.69% | 11,588 | $905K | Reduce -0.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.66% | 16,411 | $867K | No change |
| NULV Nuveen ESG Large-Cap Val ETF | 0.56% | 17,792 | $742K | Reduce -0.1% |
| AAPL Apple Inc. | 0.46% | 2,572 | $599K | Reduce -4.8% |
| IBD Inspire Corporate Bond ETF | 0.45% | 24,514 | $590K | Reduce -18.6% |
| GLD SPDR Gold Shares | 0.45% | 2,419 | $588K | Add +32.6% |
| ALL Allstate Corp. | 0.43% | 2,974 | $564K | No change |
| SOVF Sovereign's Capital Flourish | 0.39% | 16,911 | $513K | Reduce -13.1% |
| GJUN FT Vest US Equity Moderate B | 0.37% | 13,700 | $485K | No change |
| XMMO Invesco S&P Midcap Momentum | 0.34% | 3,773 | $454K | New |
| JPST JPMorgan Ultra-Short Income | 0.33% | 8,530 | $433K | New |
| NVDA Nvidia Corp. | 0.33% | 3,545 | $431K | Reduce -26.2% |
| MSFT Microsoft Corp. | 0.30% | 931 | $401K | Reduce -2.7% |
| EFAX State Street SPDR MSCI Eafe | 0.29% | 8,666 | $379K | Reduce -0.1% |
| GE General Electric filed as GE AEROSPACE | 0.28% | 1,959 | $370K | No change |
| IVV iShares Core S&P 500 ETF | 0.27% | 620 | $358K | Reduce -22.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.26% | 7,447 | $339K | Add +0.1% |
| HES Hess Corp. | 0.24% | 2,320 | $315K | No change |
| VZ Verizon Communications Inc. | 0.23% | 6,639 | $298K | Reduce -3.5% |
| DTE DTE Energy Company | 0.20% | 2,099 | $270K | No change |
| JPM JPMorgan Chase & Co. | 0.19% | 1,175 | $248K | Add +0.2% |
| FJAN FT Vest U.S. Equity Buffer E | 0.19% | 5,518 | $247K | Reduce -28.0% |
| META Meta Platforms Inc. Class A | 0.19% | 429 | $246K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 6,129 | $243K | Reduce -2.7% |
| JMBS Janus Henderson Mortg Backed | 0.18% | 4,941 | $230K | New |
| PG The Procter & Gamble Co. | 0.17% | 1,288 | $223K | Reduce -2.0% |
| VEA Vanguard Ftse Developed ETF | 0.16% | 4,011 | $212K | Reduce -7.0% |
| WWJD Inspire International ETF | 0.16% | 6,547 | $211K | Reduce -23.6% |
| SLV iShares Silver Trust | 0.16% | 7,346 | $209K | New |
Portfolio Sells Q2 2024 → Q3 2024
| FJUL FT Vest US Equity Buffer ETF | Reduce -62.8% | 1.95% | −2.97 |
| XMAR FT Vest US Equity Enhance & | Reduce -64.5% | 1.42% | −2.40 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -69.3% | 0.71% | −1.47 |
| GMAY FT Vest U.S. Equity Moderate | Reduce -23.8% | 1.58% | −0.38 |
| BIBL Inspire 100 ETF | Reduce -31.2% | 1.14% | −0.37 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -10.1% | 9.36% | −0.29 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.19 |
| LMBS First Trust Low Duration Opp | Reduce -14.2% | 1.15% | −0.12 |
| NVDA Nvidia Corp. | Reduce -26.2% | 0.33% | −0.11 |
| IBD Inspire Corporate Bond ETF | Reduce -18.6% | 0.45% | −0.07 |
| FJAN FT Vest U.S. Equity Buffer E | Reduce -28.0% | 0.19% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -12.5% | 0.91% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -22.2% | 0.27% | −0.05 |
| WWJD Inspire International ETF | Reduce -23.6% | 0.16% | −0.03 |
| SOVF Sovereign's Capital Flourish | Reduce -13.1% | 0.39% | −0.02 |
| MSFT Microsoft Corp. | Reduce -2.7% | 0.30% | −0.01 |
| GFEB FT Vest US Equity Moderate B | Reduce -5.1% | 6.66% | −0.01 |
| BAC Bank of America Corp. | Reduce -2.7% | 0.18% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -7.0% | 0.16% | +0.00 |
| PG The Procter & Gamble Co. | Reduce -2.0% | 0.17% | +0.01 |
| VZ Verizon Communications Inc. | Reduce -3.5% | 0.23% | +0.02 |
| EFAX State Street SPDR MSCI Eafe | Reduce -0.1% | 0.29% | +0.02 |
| AAPL Apple Inc. | Reduce -4.8% | 0.46% | +0.03 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -0.1% | 0.56% | +0.06 |
| SYY Sysco Corp. | Reduce -0.1% | 0.69% | +0.07 |
| MUB iShares National Muni Bond E | Reduce -1.2% | 2.80% | +0.08 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -8.4% | 3.97% | +0.13 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -3.0% | 5.87% | +0.14 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -0.9% | 9.28% | +0.27 |
| JEPI JPMorgan Equity Premium Inco | Reduce -2.5% | 7.98% | +0.35 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -2.5% | 5.59% | +0.35 |
| GLDM SPDR Gold Minishares Trust | Reduce -3.8% | 6.48% | +0.65 |
Portfolio Buys Q2 2024 → Q3 2024
| PAVE Global X US Infrastructure | New | 1.53% | +1.53 |
| IUS Invesco Rafi Strategic US Et | New | 1.05% | +1.05 |
| SDVY First Trust Smid Cap Rising | Add +12.5% | 5.17% | +1.04 |
| SPAB SS SPDR P Agg Bond ETF | Add +0.1% | 10.30% | +0.63 |
| BSJQ Invesco Bulletshares 2026 HY | Add +7.3% | 5.16% | +0.53 |
| XMMO Invesco S&P Midcap Momentum | New | 0.34% | +0.34 |
| JPST JPMorgan Ultra-Short Income | New | 0.33% | +0.33 |
| META Meta Platforms Inc. Class A | New | 0.19% | +0.19 |
| JMBS Janus Henderson Mortg Backed | New | 0.18% | +0.18 |
| SLV iShares Silver Trust | New | 0.16% | +0.16 |
| GLD SPDR Gold Shares | Add +32.6% | 0.45% | +0.15 |
| XOM Exxon Mobil Corp. | Add +0.6% | 0.85% | +0.04 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +0.1% | 0.26% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 0.19% | +0.01 |
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 |