Skip to content

AIFG Consultants Ltd.

Follow

13F filer, CIK 1988547, HALFMOON, NY

AIFG Consultants Ltd. reported $61,290,521 across 51 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-29. Its ten largest share positions make up 55.79% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001988547-25-000001

Period
2024-12-31
Reported value
$61.3M
Holdings
51
Top 10 weight
55.79%
New
7
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LDURnew+42,567$4.04M
SPMOnew+33,027$3.14M
SMMUnew+40,665$2.03M
FLQMnew+34,246$1.86M
SPIBnew+49,009$1.61M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPABreduced-476,537-$11.9M
QQEWreduced-88,206-$11M
SPTMreduced-123,406-$8.81M
GFEBreduced-183,596-$6.86M
JEPIreduced-114,550-$6.59M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001988547-25-000001, largest first. % of portfolio is the value over $61,290,521, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 178,594 shares; 2024Q2: 170,151 shares; 2024Q3: 163,688 shares; 2024Q4: 141,180 shares 141,180$7.34M11.98%-22,508Timeline
LDURPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 42,567 shares 42,567$4.04M6.6%newTimeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 215,079 shares; 2024Q2: 195,712 shares; 2024Q3: 175,874 shares; 2024Q4: 52,468 shares 52,468$3.75M6.11%-123,406Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 199,176 shares; 2024Q2: 181,145 shares; 2024Q3: 176,546 shares; 2024Q4: 61,996 shares 61,996$3.57M5.82%-114,550Timeline
SDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 184,577 shares; 2024Q2: 166,130 shares; 2024Q3: 186,958 shares; 2024Q4: 96,850 shares 96,850$3.47M5.66%-90,108Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 33,027 shares 33,027$3.14M5.12%newTimeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 101,290 shares; 2024Q2: 96,181 shares; 2024Q3: 93,244 shares; 2024Q4: 27,407 shares 27,407$2.41M3.93%-65,837Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 36,422 shares; 2024Q2: 35,679 shares; 2024Q3: 30,632 shares; 2024Q4: 48,129 shares 48,129$2.34M3.82%+17,497Timeline
GFEBFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 268,808 shares; 2024Q2: 252,914 shares; 2024Q3: 239,982 shares; 2024Q4: 56,386 shares 56,386$2.11M3.44%-183,596Timeline
SMMUPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 40,665 shares 40,665$2.03M3.31%newTimeline
BSJQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 287,191 shares; 2024Q2: 270,194 shares; 2024Q3: 289,890 shares; 2024Q4: 81,192 shares 81,192$1.89M3.08%-208,698Timeline
FLQMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 34,246 shares 34,246$1.86M3.03%newTimeline
IUSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 27,572 shares; 2024Q4: 36,852 shares 36,852$1.83M2.99%+9,280Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 49,009 shares 49,009$1.61M2.62%newTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,175 shares; 2024Q2: 2,598 shares; 2024Q3: 2,273 shares; 2024Q4: 2,233 shares 2,233$1.2M1.96%-40Timeline
BIBLNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 53,613 shares; 2024Q3: 36,906 shares; 2024Q4: 29,681 shares 29,681$1.15M1.88%-7,225Timeline
QQEWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 109,125 shares; 2024Q2: 98,283 shares; 2024Q3: 97,385 shares; 2024Q4: 9,179 shares 9,179$1.15M1.87%-88,206Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 542,646 shares; 2024Q2: 518,536 shares; 2024Q3: 518,946 shares; 2024Q4: 42,409 shares 42,409$1.06M1.73%-476,537Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,054 shares; 2024Q2: 9,467 shares; 2024Q3: 9,520 shares; 2024Q4: 9,514 shares 9,514$1.02M1.67%-6Timeline
IHDGWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 22,686 shares 22,686$986K1.61%newTimeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 220,640 shares; 2024Q2: 200,959 shares; 2024Q3: 195,885 shares; 2024Q4: 25,816 shares 25,816$881K1.44%-170,069Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 34,714 shares; 2024Q2: 34,334 shares; 2024Q3: 33,935 shares; 2024Q4: 8,247 shares 8,247$879K1.43%-25,688Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,411 shares; 2024Q2: 16,411 shares; 2024Q3: 16,411 shares; 2024Q4: 16,158 shares 16,158$826K1.35%-253Timeline
GMAYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 76,824 shares; 2024Q2: 75,550 shares; 2024Q3: 57,554 shares; 2024Q4: 20,748 shares 20,748$765K1.25%-36,806Timeline
FDLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 150,187 shares; 2024Q2: 135,965 shares; 2024Q3: 124,498 shares; 2024Q4: 15,747 shares 15,747$634K1.03%-108,751Timeline
FJULFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 152,400 shares; 2024Q2: 143,803 shares; 2024Q3: 53,504 shares; 2024Q4: 12,721 shares 12,721$623K1.02%-40,783Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,553 shares; 2024Q2: 2,703 shares; 2024Q3: 2,572 shares; 2024Q4: 2,388 shares 2,388$598K0.98%-184Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,974 shares; 2024Q2: 2,974 shares; 2024Q3: 2,974 shares; 2024Q4: 2,974 shares 2,974$573K0.94%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 261 shares; 2024Q2: 4,801 shares; 2024Q3: 3,545 shares; 2024Q4: 3,917 shares 3,917$526K0.86%+372Timeline
GJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,700 shares; 2024Q2: 13,700 shares; 2024Q3: 13,700 shares; 2024Q4: 13,700 shares 13,700$493K0.8%0Timeline
SOVFELEVATION SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 19,452 shares; 2024Q3: 16,911 shares; 2024Q4: 15,632 shares 15,632$481K0.78%-1,279Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,542 shares; 2024Q2: 1,824 shares; 2024Q3: 2,419 shares; 2024Q4: 1,824 shares 1,824$442K0.72%-595Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,530 shares; 2024Q4: 8,583 shares 8,583$432K0.71%+53Timeline
IBDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 30,098 shares; 2024Q3: 24,514 shares; 2024Q4: 18,136 shares 18,136$425K0.69%-6,378Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 944 shares; 2024Q2: 957 shares; 2024Q3: 931 shares; 2024Q4: 882 shares 882$372K0.61%-49Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 797 shares; 2024Q3: 620 shares; 2024Q4: 622 shares 622$366K0.6%+2Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,839 shares; 2024Q2: 11,602 shares; 2024Q3: 11,588 shares; 2024Q4: 4,693 shares 4,693$359K0.59%-6,895Timeline
JMBSJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,941 shares; 2024Q4: 7,231 shares 7,231$319K0.52%+2,290Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,113 shares; 2024Q2: 1,959 shares; 2024Q3: 1,959 shares; 2024Q4: 1,909 shares 1,909$318K0.52%-50Timeline
HESS CORPHESS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,320 shares; 2024Q2: 2,320 shares; 2024Q3: 2,320 shares; 2024Q4: 2,320 shares 2,320$309K0.5%0
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,428 shares; 2024Q2: 7,438 shares; 2024Q3: 7,447 shares; 2024Q4: 6,722 shares 6,722$302K0.49%-725Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,160 shares; 2024Q2: 1,173 shares; 2024Q3: 1,175 shares; 2024Q4: 1,173 shares 1,173$281K0.46%-2Timeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 48,858 shares; 2024Q4: 6,719 shares 6,719$272K0.44%-42,139Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 6,301 shares; 2024Q3: 6,129 shares; 2024Q4: 6,129 shares 6,129$269K0.44%0Timeline
XMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 155,401 shares; 2024Q2: 148,899 shares; 2024Q3: 52,863 shares; 2024Q4: 7,401 shares 7,401$268K0.44%-45,462Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,099 shares; 2024Q2: 2,099 shares; 2024Q3: 2,099 shares; 2024Q4: 2,100 shares 2,100$254K0.41%+1Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,304 shares; 2024Q2: 1,315 shares; 2024Q3: 1,288 shares; 2024Q4: 1,317 shares 1,317$221K0.36%+29Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,346 shares; 2024Q4: 8,280 shares 8,280$218K0.36%+934Timeline
JSCPJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,576 shares 4,576$213K0.35%newTimeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,654 shares; 2024Q2: 17,811 shares; 2024Q3: 17,792 shares; 2024Q4: 5,327 shares 5,327$210K0.34%-12,465Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,735 shares; 2024Q2: 6,879 shares; 2024Q3: 6,639 shares; 2024Q4: 5,236 shares 5,236$209K0.34%-1,403Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BUFRFIRST TR EXCHNG TRADED FD VI31,185$932Kshares
XMMOINVESCO EXCHANGE TRADED FD T3,773$454Kshares
EFAXSPDR INDEX SHS FDS8,666$379Kshares
FJANFIRST TR EXCHNG TRADED FD VI5,518$247Kshares
METAMETA PLATFORMS INC429$246Kshares
VEAVANGUARD TAX-MANAGED FDS4,011$212Kshares
WWJDNORTHERN LTS FD TR IV6,547$211Kshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001988547-25-000001 base2025-01-29acceptance time not in the bulk data set