AIFG Consultants Ltd.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), AIFG Consultants Ltd. reported 50 stock positions worth $60.7 million. Its top holding was SPDR Gold Minishares Trust (GLDM) at 14.7% of the portfolio, followed by PIMCO Enhanced Low Duration (LDUR, 6.5%) and JPMorgan Equity Premium Inco (JEPI, 5.5%). Compared with Q4 2024, it opened 2 new positions, sold out of 3, added to 14 and reduced 29. The biggest buy was SPDR Gold Minishares Trust (GLDM, shares +2%) and the biggest sale Inspire 100 ETF (BIBL, shares −45%).
- Most Recent 13F
- Q4 2025
- Location
- HALFMOON, NY
- CIK
- 0001988547
- Portfolio Value
- $60.7M (Q1 2025)
- SEC Filing
- 0001988547-25-000002 ↗ filed Apr 23, 2025
Holdings Value
Holdings 50 stocks · $60.7M
| GLDM SPDR Gold Minishares Trust | 14.67% | 143,887 | $8.9M | Add +1.9% |
| LDUR PIMCO Enhanced Low Duration | 6.47% | 40,929 | $3.9M | Reduce -3.9% |
| JEPI JPMorgan Equity Premium Inco | 5.54% | 58,824 | $3.4M | Reduce -5.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 5.41% | 48,315 | $3.3M | Reduce -7.9% |
| SPMO Invesco S&P 500 Momentum ETF | 5.14% | 33,749 | $3.1M | Add +2.2% |
| SDVY First Trust Smid Cap Rising | 5.11% | 92,548 | $3.1M | Reduce -4.4% |
| LMBS First Trust Low Duration Opp | 3.67% | 45,286 | $2.2M | Reduce -5.9% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 3.48% | 42,198 | $2.1M | Add +3.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.35% | 25,319 | $2.0M | Reduce -7.6% |
| GFEB FT Vest US Equity Moderate B | 3.05% | 50,288 | $1.8M | Reduce -10.8% |
| FLQM Franklin U.S. Mid Cap Multif | 2.92% | 33,422 | $1.8M | Reduce -2.4% |
| IUS Invesco Rafi Strategic US Et | 2.91% | 35,777 | $1.8M | Reduce -2.9% |
| BSJQ Invesco Bulletshares 2026 HY | 2.85% | 74,495 | $1.7M | Reduce -8.3% |
| SPIB SS SPDR P Int C Corp. ETF | 2.55% | 46,567 | $1.5M | Reduce -5.0% |
| XOM Exxon Mobil Corp. | 1.87% | 9,535 | $1.1M | Add +0.2% |
| VOO Vanguard S&P 500 ETF | 1.85% | 2,181 | $1.1M | Reduce -2.3% |
| SPAB SS SPDR P Agg Bond ETF | 1.68% | 39,849 | $1.0M | Reduce -6.0% |
| QQEW First TR Nasdaq-100 Sel Eq | 1.67% | 8,370 | $1.0M | Reduce -8.8% |
| IHDG Wisdomtree International Hed | 1.57% | 22,013 | $955K | Reduce -3.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.50% | 25,057 | $912K | Reduce -2.9% |
| JPST JPMorgan Ultra-Short Income | 1.41% | 16,888 | $855K | Add +96.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.32% | 15,725 | $803K | Reduce -2.7% |
| JMBS Janus Henderson Mortg Backed | 1.21% | 16,254 | $735K | Add +124.8% |
| GMAY FT Vest U.S. Equity Moderate | 1.10% | 18,483 | $670K | Reduce -10.9% |
| MUB iShares National Muni Bond E | 1.10% | 6,355 | $670K | Reduce -22.9% |
| GLD SPDR Gold Shares | 1.07% | 2,257 | $650K | Add +23.7% |
| BIBL Inspire 100 ETF | 1.04% | 16,406 | $630K | Reduce -44.7% |
| FDL First Trust Morn DVD Lead Inc. | 1.03% | 14,340 | $623K | Reduce -8.9% |
| ALL Allstate Corp. | 0.94% | 2,765 | $573K | Reduce -7.0% |
| FJUL FT Vest US Equity Buffer ETF | 0.94% | 12,016 | $572K | Reduce -5.5% |
| PAVE Global X US Infrastructure | 0.87% | 13,959 | $527K | Add +107.8% |
| NVDA Nvidia Corp. | 0.83% | 4,671 | $506K | Add +19.3% |
| JSCP JPMorgan Short Duration Core | 0.80% | 10,229 | $483K | Add +123.5% |
| GJUN FT Vest US Equity Moderate B | 0.79% | 13,700 | $482K | No change |
| SOVF Sovereign's Capital Flourish | 0.69% | 14,050 | $417K | Reduce -10.1% |
| AAPL Apple Inc. | 0.64% | 1,740 | $387K | Reduce -27.1% |
| GE General Electric filed as GE AEROSPACE | 0.63% | 1,913 | $383K | Add +0.2% |
| HES Hess Corp. | 0.61% | 2,320 | $371K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.60% | 771 | $362K | New |
| SYY Sysco Corp. | 0.58% | 4,685 | $352K | Reduce -0.2% |
| IVV iShares Core S&P 500 ETF | 0.58% | 622 | $350K | No change |
| MSFT Microsoft Corp. | 0.55% | 896 | $336K | Add +1.6% |
| DTE DTE Energy Company | 0.48% | 2,099 | $290K | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 0.47% | 1,173 | $288K | No change |
| SLV iShares Silver Trust | 0.47% | 9,240 | $286K | Add +11.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.45% | 6,729 | $274K | Add +0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.42% | 6,091 | $254K | Reduce -0.6% |
| XMAR FT Vest US Equity Enhance & | 0.39% | 6,448 | $237K | Reduce -12.9% |
| IEI iShares 3-7 Year Treasury Bo | 0.38% | 1,964 | $232K | New |
| PG The Procter & Gamble Co. | 0.37% | 1,317 | $224K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| BIBL Inspire 100 ETF | Reduce -44.7% | 1.04% | −0.85 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -7.9% | 5.41% | −0.70 |
| IBD Inspire Corporate Bond ETF | Sold out | 0.00% | −0.69 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -7.6% | 3.35% | −0.58 |
| SDVY First Trust Smid Cap Rising | Reduce -4.4% | 5.11% | −0.56 |
| GFEB FT Vest US Equity Moderate B | Reduce -10.8% | 3.05% | −0.39 |
| NULV Nuveen ESG Large-Cap Val ETF | Sold out | 0.00% | −0.34 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.34 |
| AAPL Apple Inc. | Reduce -27.1% | 0.64% | −0.34 |
| MUB iShares National Muni Bond E | Reduce -22.9% | 1.10% | −0.33 |
| JEPI JPMorgan Equity Premium Inco | Reduce -5.1% | 5.54% | −0.28 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -8.3% | 2.85% | −0.24 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -8.8% | 1.67% | −0.20 |
| LMBS First Trust Low Duration Opp | Reduce -5.9% | 3.67% | −0.15 |
| GMAY FT Vest U.S. Equity Moderate | Reduce -10.9% | 1.10% | −0.15 |
| LDUR PIMCO Enhanced Low Duration | Reduce -3.9% | 6.47% | −0.13 |
| VOO Vanguard S&P 500 ETF | Reduce -2.3% | 1.85% | −0.12 |
| FLQM Franklin U.S. Mid Cap Multif | Reduce -2.4% | 2.92% | −0.12 |
| SOVF Sovereign's Capital Flourish | Reduce -10.1% | 0.69% | −0.10 |
| IUS Invesco Rafi Strategic US Et | Reduce -2.9% | 2.91% | −0.08 |
| FJUL FT Vest US Equity Buffer ETF | Reduce -5.5% | 0.94% | −0.07 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -5.0% | 2.55% | −0.07 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -6.0% | 1.68% | −0.05 |
| XMAR FT Vest US Equity Enhance & | Reduce -12.9% | 0.39% | −0.05 |
| IHDG Wisdomtree International Hed | Reduce -3.0% | 1.57% | −0.04 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -2.7% | 1.32% | −0.03 |
| BAC Bank of America Corp. | Reduce -0.6% | 0.42% | −0.02 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -8.9% | 1.03% | −0.01 |
| SYY Sysco Corp. | Reduce -0.2% | 0.58% | −0.01 |
| ALL Allstate Corp. | Reduce -7.0% | 0.94% | +0.01 |
| DTE DTE Energy Company | Reduce -0.1% | 0.48% | +0.06 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -2.9% | 1.50% | +0.07 |
Portfolio Buys Q4 2024 → Q1 2025
| GLDM SPDR Gold Minishares Trust | Add +1.9% | 14.67% | +2.69 |
| JPST JPMorgan Ultra-Short Income | Add +96.8% | 1.41% | +0.70 |
| JMBS Janus Henderson Mortg Backed | Add +124.8% | 1.21% | +0.69 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.60% | +0.60 |
| JSCP JPMorgan Short Duration Core | Add +123.5% | 0.80% | +0.45 |
| PAVE Global X US Infrastructure | Add +107.8% | 0.87% | +0.42 |
| IEI iShares 3-7 Year Treasury Bo | New | 0.38% | +0.38 |
| GLD SPDR Gold Shares | Add +23.7% | 1.07% | +0.35 |
| XOM Exxon Mobil Corp. | Add +0.2% | 1.87% | +0.20 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Add +3.8% | 3.48% | +0.17 |
| SLV iShares Silver Trust | Add +11.6% | 0.47% | +0.12 |
| GE General Electric | Add +0.2% | 0.63% | +0.11 |
| SPMO Invesco S&P 500 Momentum ETF | Add +2.2% | 5.14% | +0.02 |
| NVDA Nvidia Corp. | Add +19.3% | 0.83% | −0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +0.1% | 0.45% | −0.04 |
| MSFT Microsoft Corp. | Add +1.6% | 0.55% | −0.05 |
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 |