AIFG Consultants Ltd.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), AIFG Consultants Ltd. reported 51 stock positions worth $61.3 million. Its top holding was SPDR Gold Minishares Trust (GLDM) at 12.0% of the portfolio, followed by PIMCO Enhanced Low Duration (LDUR, 6.6%) and SS SPDR P S&P 1500 Comp ETF (SPTM, 6.1%). Compared with Q3 2024, it opened 7 new positions, sold out of 7, added to 9 and reduced 31. The biggest buy was a new position in PIMCO Enhanced Low Duration (LDUR) and the biggest sale SS SPDR P Agg Bond ETF (SPAB, shares −92%).
- Most Recent 13F
- Q4 2025
- Location
- HALFMOON, NY
- CIK
- 0001988547
- Portfolio Value
- $61.3M (Q4 2024)
- SEC Filing
- 0001988547-25-000001 ↗ filed Jan 29, 2025
Holdings Value
Holdings 51 stocks · $61.3M
| GLDM SPDR Gold Minishares Trust | 11.98% | 141,180 | $7.3M | Reduce -13.8% |
| LDUR PIMCO Enhanced Low Duration | 6.60% | 42,567 | $4.0M | New |
| SPTM SS SPDR P S&P 1500 Comp ETF | 6.11% | 52,468 | $3.7M | Reduce -70.2% |
| JEPI JPMorgan Equity Premium Inco | 5.82% | 61,996 | $3.6M | Reduce -64.9% |
| SDVY First Trust Smid Cap Rising | 5.66% | 96,850 | $3.5M | Reduce -48.2% |
| SPMO Invesco S&P 500 Momentum ETF | 5.12% | 33,027 | $3.1M | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.93% | 27,407 | $2.4M | Reduce -70.6% |
| LMBS First Trust Low Duration Opp | 3.82% | 48,129 | $2.3M | Add +57.1% |
| GFEB FT Vest US Equity Moderate B | 3.44% | 56,386 | $2.1M | Reduce -76.5% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 3.31% | 40,665 | $2.0M | New |
| BSJQ Invesco Bulletshares 2026 HY | 3.08% | 81,192 | $1.9M | Reduce -72.0% |
| FLQM Franklin U.S. Mid Cap Multif | 3.03% | 34,246 | $1.9M | New |
| IUS Invesco Rafi Strategic US Et | 2.99% | 36,852 | $1.8M | Add +33.7% |
| SPIB SS SPDR P Int C Corp. ETF | 2.62% | 49,009 | $1.6M | New |
| VOO Vanguard S&P 500 ETF | 1.96% | 2,233 | $1.2M | Reduce -1.8% |
| BIBL Inspire 100 ETF | 1.88% | 29,681 | $1.2M | Reduce -19.6% |
| QQEW First TR Nasdaq-100 Sel Eq | 1.87% | 9,179 | $1.1M | Reduce -90.6% |
| SPAB SS SPDR P Agg Bond ETF | 1.73% | 42,409 | $1.1M | Reduce -91.8% |
| XOM Exxon Mobil Corp. | 1.67% | 9,514 | $1.0M | Reduce -0.1% |
| IHDG Wisdomtree International Hed | 1.61% | 22,686 | $986K | New |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.44% | 25,816 | $881K | Reduce -86.8% |
| MUB iShares National Muni Bond E | 1.43% | 8,247 | $879K | Reduce -75.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.35% | 16,158 | $826K | Reduce -1.5% |
| GMAY FT Vest U.S. Equity Moderate | 1.25% | 20,748 | $765K | Reduce -64.0% |
| FDL First Trust Morn DVD Lead Inc. | 1.03% | 15,747 | $634K | Reduce -87.3% |
| FJUL FT Vest US Equity Buffer ETF | 1.02% | 12,721 | $623K | Reduce -76.2% |
| AAPL Apple Inc. | 0.98% | 2,388 | $598K | Reduce -7.2% |
| ALL Allstate Corp. | 0.94% | 2,974 | $573K | No change |
| NVDA Nvidia Corp. | 0.86% | 3,917 | $526K | Add +10.5% |
| GJUN FT Vest US Equity Moderate B | 0.80% | 13,700 | $493K | No change |
| SOVF Sovereign's Capital Flourish | 0.78% | 15,632 | $481K | Reduce -7.6% |
| GLD SPDR Gold Shares | 0.72% | 1,824 | $442K | Reduce -24.6% |
| JPST JPMorgan Ultra-Short Income | 0.71% | 8,583 | $432K | Add +0.6% |
| IBD Inspire Corporate Bond ETF | 0.69% | 18,136 | $425K | Reduce -26.0% |
| MSFT Microsoft Corp. | 0.61% | 882 | $372K | Reduce -5.3% |
| IVV iShares Core S&P 500 ETF | 0.60% | 622 | $366K | Add +0.3% |
| SYY Sysco Corp. | 0.59% | 4,693 | $359K | Reduce -59.5% |
| JMBS Janus Henderson Mortg Backed | 0.52% | 7,231 | $319K | Add +46.4% |
| GE General Electric filed as GE AEROSPACE | 0.52% | 1,909 | $318K | Reduce -2.5% |
| HES Hess Corp. | 0.50% | 2,320 | $309K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.49% | 6,722 | $302K | Reduce -9.7% |
| JPM JPMorgan Chase & Co. | 0.46% | 1,173 | $281K | Reduce -0.2% |
| PAVE Global X US Infrastructure | 0.44% | 6,719 | $272K | Reduce -86.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.44% | 6,129 | $269K | No change |
| XMAR FT Vest US Equity Enhance & | 0.44% | 7,401 | $268K | Reduce -86.0% |
| DTE DTE Energy Company | 0.41% | 2,100 | $254K | Add +0.1% |
| PG The Procter & Gamble Co. | 0.36% | 1,317 | $221K | Add +2.3% |
| SLV iShares Silver Trust | 0.36% | 8,280 | $218K | Add +12.7% |
| JSCP JPMorgan Short Duration Core | 0.35% | 4,576 | $213K | New |
| NULV Nuveen ESG Large-Cap Val ETF | 0.34% | 5,327 | $210K | Reduce -70.1% |
| VZ Verizon Communications Inc. | 0.34% | 5,236 | $209K | Reduce -21.1% |
Portfolio Sells Q3 2024 → Q4 2024
| SPAB SS SPDR P Agg Bond ETF | Reduce -91.8% | 1.73% | −8.57 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -90.6% | 1.87% | −7.41 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -86.8% | 1.44% | −4.15 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -70.2% | 6.11% | −3.24 |
| GFEB FT Vest US Equity Moderate B | Reduce -76.5% | 3.44% | −3.22 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -87.3% | 1.03% | −2.93 |
| JEPI JPMorgan Equity Premium Inco | Reduce -64.9% | 5.82% | −2.16 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -72.0% | 3.08% | −2.08 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -70.6% | 3.93% | −1.94 |
| MUB iShares National Muni Bond E | Reduce -75.7% | 1.43% | −1.37 |
| PAVE Global X US Infrastructure | Reduce -86.3% | 0.44% | −1.08 |
| XMAR FT Vest US Equity Enhance & | Reduce -86.0% | 0.44% | −0.99 |
| FJUL FT Vest US Equity Buffer ETF | Reduce -76.2% | 1.02% | −0.94 |
| BUFR FT Vest Lad Buffervetf-Usd I | Sold out | 0.00% | −0.71 |
| XMMO Invesco S&P Midcap Momentum | Sold out | 0.00% | −0.34 |
| GMAY FT Vest U.S. Equity Moderate | Reduce -64.0% | 1.25% | −0.34 |
| EFAX State Street SPDR MSCI Eafe | Sold out | 0.00% | −0.29 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -70.1% | 0.34% | −0.22 |
| FJAN FT Vest U.S. Equity Buffer E | Sold out | 0.00% | −0.19 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.19 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.16 |
| WWJD Inspire International ETF | Sold out | 0.00% | −0.16 |
| SYY Sysco Corp. | Reduce -59.5% | 0.59% | −0.10 |
| VZ Verizon Communications Inc. | Reduce -21.1% | 0.34% | +0.12 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -9.7% | 0.49% | +0.24 |
| GE General Electric | Reduce -2.5% | 0.52% | +0.24 |
| IBD Inspire Corporate Bond ETF | Reduce -26.0% | 0.69% | +0.25 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 0.46% | +0.27 |
| GLD SPDR Gold Shares | Reduce -24.6% | 0.72% | +0.27 |
| MSFT Microsoft Corp. | Reduce -5.3% | 0.61% | +0.30 |
| SOVF Sovereign's Capital Flourish | Reduce -7.6% | 0.78% | +0.39 |
| SDVY First Trust Smid Cap Rising | Reduce -48.2% | 5.66% | +0.50 |
| AAPL Apple Inc. | Reduce -7.2% | 0.98% | +0.52 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -1.5% | 1.35% | +0.69 |
| BIBL Inspire 100 ETF | Reduce -19.6% | 1.88% | +0.74 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 1.67% | +0.82 |
| VOO Vanguard S&P 500 ETF | Reduce -1.8% | 1.96% | +1.05 |
| GLDM SPDR Gold Minishares Trust | Reduce -13.8% | 11.98% | +5.50 |
Portfolio Buys Q3 2024 → Q4 2024
| LDUR PIMCO Enhanced Low Duration | New | 6.60% | +6.60 |
| SPMO Invesco S&P 500 Momentum ETF | New | 5.12% | +5.12 |
| SMMU PIMCO SHRT TRM Muni BND ETF | New | 3.31% | +3.31 |
| FLQM Franklin U.S. Mid Cap Multif | New | 3.03% | +3.03 |
| LMBS First Trust Low Duration Opp | Add +57.1% | 3.82% | +2.67 |
| SPIB SS SPDR P Int C Corp. ETF | New | 2.62% | +2.62 |
| IUS Invesco Rafi Strategic US Et | Add +33.7% | 2.99% | +1.93 |
| IHDG Wisdomtree International Hed | New | 1.61% | +1.61 |
| NVDA Nvidia Corp. | Add +10.5% | 0.86% | +0.53 |
| JPST JPMorgan Ultra-Short Income | Add +0.6% | 0.71% | +0.38 |
| JSCP JPMorgan Short Duration Core | New | 0.35% | +0.35 |
| JMBS Janus Henderson Mortg Backed | Add +46.4% | 0.52% | +0.35 |
| IVV iShares Core S&P 500 ETF | Add +0.3% | 0.60% | +0.33 |
| DTE DTE Energy Company | Add +0.1% | 0.41% | +0.21 |
| SLV iShares Silver Trust | Add +12.7% | 0.36% | +0.20 |
| PG The Procter & Gamble Co. | Add +2.3% | 0.36% | +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 |