AIFG Consultants Ltd.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 21, 2025), AIFG Consultants Ltd. reported 51 stock positions worth $51.3 million. Its top holding was SPDR Gold Minishares Trust (GLDM) at 16.5% of the portfolio, followed by PIMCO Enhanced Low Duration (LDUR, 7.8%) and Invesco S&P 500 Momentum ETF (SPMO, 7.1%). Compared with Q1 2025, it opened 5 new positions, sold out of 4, added to 8 and reduced 34. The biggest buy was a new position in Eventide High Dividend ETF (ELCV) and the biggest sale SS SPDR P S&P 1500 Comp ETF (SPTM, shares −80%).
- Most Recent 13F
- Q4 2025
- Location
- HALFMOON, NY
- CIK
- 0001988547
- Portfolio Value
- $51.3M (Q2 2025)
- SEC Filing
- 0001988547-25-000004 ↗ filed Jul 21, 2025
Holdings Value
Holdings 51 stocks · $51.3M
| GLDM SPDR Gold Minishares Trust | 16.48% | 129,013 | $8.5M | Reduce -10.3% |
| LDUR PIMCO Enhanced Low Duration | 7.81% | 41,805 | $4.0M | Add +2.1% |
| SPMO Invesco S&P 500 Momentum ETF | 7.12% | 32,485 | $3.7M | Reduce -3.8% |
| JEPI JPMorgan Equity Premium Inco | 5.22% | 47,135 | $2.7M | Reduce -19.9% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 4.14% | 42,341 | $2.1M | Add +0.3% |
| LMBS First Trust Low Duration Opp | 4.07% | 42,341 | $2.1M | Reduce -6.5% |
| IUS Invesco Rafi Strategic US Et | 3.47% | 34,518 | $1.8M | Reduce -3.5% |
| FLQM Franklin U.S. Mid Cap Multif | 3.42% | 32,268 | $1.8M | Reduce -3.5% |
| SDVY First Trust Smid Cap Rising | 3.33% | 48,472 | $1.7M | Reduce -47.6% |
| SPIB SS SPDR P Int C Corp. ETF | 2.96% | 45,247 | $1.5M | Reduce -2.8% |
| JMBS Janus Henderson Mortg Backed | 2.41% | 27,418 | $1.2M | Add +68.7% |
| VOO Vanguard S&P 500 ETF | 2.30% | 2,077 | $1.2M | Reduce -4.8% |
| IHDG Wisdomtree International Hed | 1.86% | 21,167 | $954K | Reduce -3.8% |
| JPST JPMorgan Ultra-Short Income | 1.84% | 18,611 | $943K | Add +10.2% |
| PAVE Global X US Infrastructure | 1.73% | 20,330 | $886K | Add +45.6% |
| XOM Exxon Mobil Corp. | 1.57% | 7,470 | $805K | Reduce -21.7% |
| JSCP JPMorgan Short Duration Core | 1.56% | 16,897 | $802K | Add +65.2% |
| QQEW First TR Nasdaq-100 Sel Eq | 1.53% | 5,735 | $783K | Reduce -31.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.49% | 14,624 | $765K | Reduce -7.0% |
| ELCV Eventide High Dividend ETF filed as STRATEGY SHS | 1.46% | 29,518 | $750K | New |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.42% | 9,750 | $730K | Reduce -79.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.31% | 16,540 | $670K | Reduce -34.0% |
| NVDA Nvidia Corp. | 1.25% | 4,060 | $641K | Reduce -13.1% |
| BIBL Inspire 100 ETF | 1.11% | 13,732 | $568K | Reduce -16.3% |
| ALL Allstate Corp. | 1.09% | 2,765 | $557K | No change |
| GLD SPDR Gold Shares | 1.08% | 1,824 | $556K | Reduce -19.2% |
| GMAY FT Vest U.S. Equity Moderate | 1.08% | 14,175 | $555K | Reduce -23.3% |
| MUB iShares National Muni Bond E | 1.01% | 4,973 | $520K | Reduce -21.8% |
| GJUN FT Vest US Equity Moderate B | 1.00% | 13,700 | $515K | No change |
| GE General Electric filed as GE AEROSPACE | 0.98% | 1,961 | $505K | Add +2.5% |
| JPM JPMorgan Chase & Co. | 0.88% | 1,560 | $452K | Add +33.0% |
| MSFT Microsoft Corp. | 0.86% | 886 | $441K | Reduce -1.1% |
| FDL First Trust Morn DVD Lead Inc. | 0.81% | 9,971 | $417K | Reduce -30.5% |
| FJUL FT Vest US Equity Buffer ETF | 0.78% | 7,724 | $400K | Reduce -35.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.75% | 4,058 | $387K | Reduce -84.0% |
| SOVF Sovereign's Capital Flourish | 0.71% | 12,005 | $362K | Reduce -14.6% |
| SYY Sysco Corp. | 0.68% | 4,590 | $348K | Reduce -2.0% |
| ANET Arista Networks Inc. | 0.65% | 3,277 | $335K | New |
| HES Hess Corp. | 0.63% | 2,320 | $321K | No change |
| AVGO Broadcom Inc. | 0.62% | 1,159 | $319K | New |
| SLV iShares Silver Trust | 0.59% | 9,147 | $300K | Reduce -1.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.56% | 6,065 | $287K | Reduce -0.4% |
| DTE DTE Energy Company | 0.54% | 2,099 | $278K | No change |
| SPAB SS SPDR P Agg Bond ETF | 0.54% | 10,840 | $278K | Reduce -72.8% |
| GEV GE Vernova Inc. | 0.52% | 502 | $266K | New |
| SPSM SS SPDR P S&P 600 Small Cap | 0.52% | 6,229 | $265K | Reduce -7.4% |
| AAPL Apple Inc. | 0.51% | 1,272 | $261K | Reduce -26.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.51% | 473 | $261K | Reduce -38.6% |
| IVV iShares Core S&P 500 ETF | 0.43% | 355 | $220K | Reduce -42.9% |
| VEA Vanguard Ftse Developed ETF | 0.40% | 3,609 | $206K | New |
| PG The Procter & Gamble Co. | 0.40% | 1,288 | $205K | Reduce -2.2% |
Portfolio Sells Q1 2025 → Q2 2025
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -79.8% | 1.42% | −3.99 |
| GFEB FT Vest US Equity Moderate B | Sold out | 0.00% | −3.05 |
| BSJQ Invesco Bulletshares 2026 HY | Sold out | 0.00% | −2.85 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -84.0% | 0.75% | −2.60 |
| SDVY First Trust Smid Cap Rising | Reduce -47.6% | 3.33% | −1.77 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -72.8% | 0.54% | −1.14 |
| XMAR FT Vest US Equity Enhance & | Sold out | 0.00% | −0.39 |
| IEI iShares 3-7 Year Treasury Bo | Sold out | 0.00% | −0.38 |
| JEPI JPMorgan Equity Premium Inco | Reduce -19.9% | 5.22% | −0.31 |
| XOM Exxon Mobil Corp. | Reduce -21.7% | 1.57% | −0.30 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -30.5% | 0.81% | −0.21 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -34.0% | 1.31% | −0.20 |
| FJUL FT Vest US Equity Buffer ETF | Reduce -35.7% | 0.78% | −0.16 |
| IVV iShares Core S&P 500 ETF | Reduce -42.9% | 0.43% | −0.15 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -31.5% | 1.53% | −0.14 |
| AAPL Apple Inc. | Reduce -26.9% | 0.51% | −0.13 |
| MUB iShares National Muni Bond E | Reduce -21.8% | 1.01% | −0.09 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -38.6% | 0.51% | −0.09 |
| GMAY FT Vest U.S. Equity Moderate | Reduce -23.3% | 1.08% | −0.02 |
| GLD SPDR Gold Shares | Reduce -19.2% | 1.08% | +0.01 |
| SOVF Sovereign's Capital Flourish | Reduce -14.6% | 0.71% | +0.02 |
| PG The Procter & Gamble Co. | Reduce -2.2% | 0.40% | +0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -7.4% | 0.52% | +0.07 |
| BIBL Inspire 100 ETF | Reduce -16.3% | 1.11% | +0.07 |
| SYY Sysco Corp. | Reduce -2.0% | 0.68% | +0.10 |
| SLV iShares Silver Trust | Reduce -1.0% | 0.59% | +0.11 |
| BAC Bank of America Corp. | Reduce -0.4% | 0.56% | +0.14 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -7.0% | 1.49% | +0.17 |
| IHDG Wisdomtree International Hed | Reduce -3.8% | 1.86% | +0.29 |
| MSFT Microsoft Corp. | Reduce -1.1% | 0.86% | +0.31 |
| LMBS First Trust Low Duration Opp | Reduce -6.5% | 4.07% | +0.40 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -2.8% | 2.96% | +0.41 |
| NVDA Nvidia Corp. | Reduce -13.1% | 1.25% | +0.42 |
| VOO Vanguard S&P 500 ETF | Reduce -4.8% | 2.30% | +0.45 |
| FLQM Franklin U.S. Mid Cap Multif | Reduce -3.5% | 3.42% | +0.50 |
| IUS Invesco Rafi Strategic US Et | Reduce -3.5% | 3.47% | +0.56 |
| GLDM SPDR Gold Minishares Trust | Reduce -10.3% | 16.48% | +1.81 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -3.8% | 7.12% | +1.98 |
Portfolio Buys Q1 2025 → Q2 2025
| ELCV Eventide High Dividend ETF | New | 1.46% | +1.46 |
| LDUR PIMCO Enhanced Low Duration | Add +2.1% | 7.81% | +1.34 |
| JMBS Janus Henderson Mortg Backed | Add +68.7% | 2.41% | +1.20 |
| PAVE Global X US Infrastructure | Add +45.6% | 1.73% | +0.86 |
| JSCP JPMorgan Short Duration Core | Add +65.2% | 1.56% | +0.77 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Add +0.3% | 4.14% | +0.66 |
| ANET Arista Networks Inc. | New | 0.65% | +0.65 |
| AVGO Broadcom Inc. | New | 0.62% | +0.62 |
| GEV GE Vernova Inc. | New | 0.52% | +0.52 |
| JPST JPMorgan Ultra-Short Income | Add +10.2% | 1.84% | +0.43 |
| JPM JPMorgan Chase & Co. | Add +33.0% | 0.88% | +0.41 |
| VEA Vanguard Ftse Developed ETF | New | 0.40% | +0.40 |
| GE General Electric | Add +2.5% | 0.98% | +0.35 |
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 |