IFG Advisors, LLC
- SEC CIK
- 0001783412
- Latest filing
- Jul 22, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 22, 2021. Long positions only.
- Positions
- 92
- No 13F data for Q4 2020
- Portfolio value
- $182.8M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 74,237 | $23.7M | 13.0% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 256,982 | $19.5M | 10.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 48,525 | $19.2M | 10.5% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 27,196 | $12.9M | 7.1% | – | – | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 108,153 | $12.6M | 6.9% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 93,890 | $10.2M | 5.6% | – | – | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 145,548 | $8.41M | 4.6% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 65,150 | $7.43M | 4.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 110,278 | $5.42M | 3.0% | – | – | – |
| CTASCintas Corp | Stock | 13,919 | $4.75M | 2.6% | – | – | History |
| AAPLApple Inc. | Stock | 38,224 | $4.67M | 2.6% | – | – | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 13,808 | $4.56M | 2.5% | – | – | History |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 32,239 | $4.14M | 2.3% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 13,921 | $2.98M | 1.6% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 30,534 | $1.25M | 0.7% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 5,558 | $1.23M | 0.7% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 20,898 | $1.17M | 0.6% | – | – | History |
| iShares Russell Midcap ETF464287499 | ETF | 15,040 | $1.11M | 0.6% | – | – | – |
| SPDR Ser Tr78464A813 | S&P 600 SML CAP | 11,780 | $1.11M | 0.6% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,030 | $1.10M | 0.6% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 7,205 | $1.10M | 0.6% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 511 | $1.05M | 0.6% | – | – | History |
| DISWalt Disney Co | Stock | 5,658 | $1.04M | 0.6% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 3,985 | $968.0K | 0.5% | – | – | History |
| USBUS Bancorp DE | COM NEW | 16,625 | $920.0K | 0.5% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,436 | $878.0K | 0.5% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,739 | $828.0K | 0.5% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 15,666 | $815.0K | 0.4% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 22,452 | $794.0K | 0.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,340 | $788.0K | 0.4% | – | – | History |
| MUMicron Technology Inc | Stock | 8,523 | $752.0K | 0.4% | – | – | History |
| HDHome Depot, Inc. | Stock | 2,441 | $745.0K | 0.4% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 2,483 | $731.0K | 0.4% | – | – | History |
| iShares Tips Bond ETF464287176 | ETF | 5,789 | $727.0K | 0.4% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,792 | $727.0K | 0.4% | – | – | – |
| FBINFortune Brands Innovations, Inc. | COM | 7,164 | $686.0K | 0.4% | – | – | History |
| JNJJohnson & Johnson | Stock | 4,094 | $673.0K | 0.4% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 7,553 | $670.0K | 0.4% | – | – | History |
| UNPUnion Pacific Corp | Stock | 2,964 | $653.0K | 0.4% | – | – | History |
| SBUXStarbucks Corp | Stock | 5,880 | $643.0K | 0.4% | – | – | History |
| CCitigroup Inc | Stock | 8,798 | $640.0K | 0.4% | – | – | History |
| NKENIKE, Inc. | Stock | 4,727 | $628.0K | 0.3% | – | – | History |
| iShares Tr464288273 | EAFE SML CP ETF | 8,657 | $622.0K | 0.3% | – | – | – |
| AXPAmerican Express Co | Stock | 4,345 | $615.0K | 0.3% | – | – | History |
| AMZNAmazon Com Inc | Stock | 196 | $607.0K | 0.3% | – | – | History |
| TSLATesla, Inc. | Stock | 891 | $595.0K | 0.3% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 7,686 | $592.0K | 0.3% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 3,436 | $584.0K | 0.3% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 10,541 | $545.0K | 0.3% | – | – | History |
| KOCoca Cola Co | Stock | 9,538 | $503.0K | 0.3% | – | – | History |
| GLWCorning Inc | COM | 10,502 | $457.0K | 0.3% | – | – | History |
| CRMSalesforce, Inc. | Stock | 2,153 | $456.0K | 0.2% | – | – | History |
| NFLXNetflix Inc | Stock | 869 | $454.0K | 0.2% | – | – | History |
| HONHoneywell International Inc | COM | 2,011 | $437.0K | 0.2% | – | – | History |
| MOAltria Group, Inc. | Stock | 8,325 | $426.0K | 0.2% | – | – | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,540 | $423.0K | 0.2% | – | – | – |
| EAElectronic Arts Inc. | COM | 3,073 | $416.0K | 0.2% | – | – | History |
| GOOGAlphabet Inc. | Stock | 198 | $410.0K | 0.2% | – | – | History |
| BACBank of America Corp | Stock | 10,302 | $399.0K | 0.2% | – | – | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,345 | $388.0K | 0.2% | – | – | – |
| MSMorgan Stanley | Stock | 4,983 | $387.0K | 0.2% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 6,050 | $382.0K | 0.2% | – | – | History |
| VKIInvesco Advantage Municipal Income Trust II | SH BEN INT | 32,000 | $379.0K | 0.2% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 6,107 | $357.0K | 0.2% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 1,000 | $352.0K | 0.2% | – | – | History |
| iShares Tr464287622 | RUS 1000 ETF | 1,515 | $339.0K | 0.2% | – | – | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 3,631 | $334.0K | 0.2% | – | – | – |
| NOCNorthrop Grumman Corp | Stock | 967 | $313.0K | 0.2% | – | – | History |
| ABBVAbbVie Inc. | Stock | 2,824 | $306.0K | 0.2% | – | – | History |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 4,065 | $305.0K | 0.2% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 3,275 | $301.0K | 0.2% | – | – | – |
| BNYBank of New York Mellon Corp | Stock | 6,365 | $301.0K | 0.2% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 1,285 | $291.0K | 0.2% | – | – | History |
| VZVerizon Communications Inc | Stock | 4,993 | $290.0K | 0.2% | – | – | History |
| CSXCSX Corp | Stock | 2,992 | $289.0K | 0.2% | – | – | History |
| PFEPfizer Inc | Stock | 7,988 | $289.0K | 0.2% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,119 | $272.0K | 0.1% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,164 | $268.0K | 0.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 1,900 | $257.0K | 0.1% | – | – | History |
| NVDANVIDIA Corp | Stock | 469 | $250.0K | 0.1% | – | – | History |
| WECWec Energy Group, Inc. | Stock | 2,670 | $250.0K | 0.1% | – | – | History |
| ALLAllstate Corp | Stock | 2,104 | $242.0K | 0.1% | – | – | History |
| Vanguard World FD921910733 | ESG US STK ETF | 3,279 | $242.0K | 0.1% | – | – | – |
| TAT&T Inc. | Stock | 7,604 | $230.0K | 0.1% | – | – | History |
| CMCSAComcast Corp | Stock | 4,200 | $227.0K | 0.1% | – | – | History |
| MCDMcDonalds Corp | Stock | 1,005 | $225.0K | 0.1% | – | – | History |
| iShares Tr464288562 | RESIDENTIAL MULT | 2,969 | $220.0K | 0.1% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 2,449 | $213.0K | 0.1% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 2,372 | $210.0K | 0.1% | – | – | – |
| NEENextera Energy Inc | Stock | 2,760 | $209.0K | 0.1% | – | – | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 3,911 | $209.0K | 0.1% | – | – | – |
| RFRegions Financial Corp | COM | 10,083 | $208.0K | 0.1% | – | – | History |