Managers / Q4 2024 · view latest →

AIFG Consultants Ltd.

CIK 0001988547 · 139 MEYER ROAD, HALFMOON, NY, 12065 · 5184065624

Reported Value

$61M

Q4 2024

Positions

Filings on Record

2023–present window

Filed

Jan 29, 2025

original filing

Summary

Aifg Consultants Ltd. reported $61M in U.S.-listed holdings across 51 positions for Q4 2024.

Its largest position, GLDM, represents 12.0% of the portfolio.

Compared with Q3 2024, the fund opened 7 new positions and exited 7.

Portfolio Metrics

Turnover

+16.0%

vs prior filed quarter

Top-10 Concentration

+55.8%

share of reported value

Largest Position

+12.0%

Spdr Gold Minishares

New / Exited

7 / 7

positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value

Portfolio Composition

By security type

ETP · 91.3% · $56M
Common Stock · 8.7% · $5M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2024 (amended baseline)

Issuer	Move	Share Δ	Shares now	Value Δ	Value now
LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF	NEW	+42.6K	42.6K	+$4M	$4M
SPMO INVESCO S&P 500 MOMENTUM ETF	NEW	+33.0K	33.0K	+$3M	$3M
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF	NEW	+40.7K	40.7K	+$2M	$2M
FLQM FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF	NEW	+34.2K	34.2K	+$2M	$2M
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF	NEW	+49.0K	49.0K	+$2M	$2M
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND	NEW	+22.7K	22.7K	+$986,160	$986,160
JSCP JPMORGAN SHORT DURATION CORE PLUS ETF	NEW	+4.6K	4.6K	+$213,379	$213,379
FT VEST LADDERED BUFFER ETF	SOLD OUT	−31.2K	0	−$932,119	$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2024

51 positions

Export to Excel

#	Issuer	Class	% Portfolio	Value ↓	Shares
1	GLDM SPDR GOLD MINISHARES TRUST history →	ETF	11.98%	$7M	141.2K
2	LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF history →	ETF	6.60%	$4M	42.6K
3	SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF	ETF	6.11%	$4M	52.5K
4	JEPI JPMORGAN EQUITY PREMIUM INCOME ETF history →	ETF	5.82%	$4M	62.0K
5	SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF history →	ETF	5.66%	$3M	96.8K
6	SPMO INVESCO S&P 500 MOMENTUM ETF history →	ETF	5.12%	$3M	33.0K
7	SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF history →	ETF	3.93%	$2M	27.4K
8	LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF history →	ETF	3.82%	$2M	48.1K
9	GFEB FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY history →	ETF	3.44%	$2M	56.4K
10	SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF history →	ETF	3.31%	$2M	40.7K
11	BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF history →	ETF	3.08%	$2M	81.2K
12	FLQM FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF history →	ETF	3.03%	$2M	34.2K
13	IUS INVESCO RAFI STRATEGIC US ETF history →	ETF	2.99%	$2M	36.9K
14	SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF history →	ETF	2.62%	$2M	49.0K
15	VOO VANGUARD S&P 500 ETF history →	ETF	1.96%	$1M	2.2K
16	INSPIRE 100 ETF	ETF	1.88%	$1M	29.7K
17	QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND history →	ETF	1.87%	$1M	9.2K
18	SPDR PORTFOLIO AGGREGATE BOND ETF	ETF	1.73%	$1M	42.4K
19	EXMOC EXXON MOBIL CORP COM history →	Stock	1.67%	$1M	9.5K
20	IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND history →	ETF	1.61%	$986,160	22.7K
21	SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF history →	ETF	1.44%	$881,092	25.8K
22	MUB ISHARES NATIONAL MUNI BOND ETF history →	ETF	1.43%	$878,718	8.2K
23	SPDR PORTFOLIO S&P 500 VALUE ETF	ETF	1.35%	$826,320	16.2K
24	FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY	ETF	1.25%	$765,394	20.7K
25	FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND history →	ETF	1.03%	$633,978	15.7K
26	FT VEST U.S. EQUITY BUFFER ETF - JULY	ETF	1.02%	$622,916	12.7K
27	AAPL APPLE INC COM	Stock	0.98%	$598,067	2.4K
28	ALL ALLSTATE CORP COM	Stock	0.94%	$573,357	3.0K
29	NVDA NVIDIA CORPORATION COM	Stock	0.86%	$526,014	3.9K
30	GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE	ETF	0.80%	$493,200	13.7K
31	SOVEREIGN'S CAPITAL FLOURISH FUND	ETF	0.78%	$480,684	15.6K
32	GLD SPDR GOLD SHARES	ETF	0.72%	$441,645	1.8K
33	JPST JPMORGAN ULTRA-SHORT INCOME ETF	ETF	0.71%	$432,326	8.6K
34	INSPIRE CORPORATE BOND ETF	ETF	0.69%	$425,108	18.1K
35	MSFT MICROSOFT CORP COM	Stock	0.61%	$371,763	882
36	IVV ISHARES CORE S&P 500 ETF	ETF	0.60%	$366,086	622
37	SYY SYSCO CORP COM	Stock	0.59%	$358,827	4.7K
38	JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF	ETF	0.52%	$319,466	7.2K
39	GE AEROSPACE COM NEW	Stock	0.52%	$318,319	1.9K
40	HES HESS CORP COM	Stock	0.50%	$308,583	2.3K
41	SPDR PORTFOLIO S&P 600 SMALL CAP ETF	ETF	0.49%	$301,949	6.7K
42	JPM JPMORGAN CHASE & CO. COM	Stock	0.46%	$281,180	1.2K
43	PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF	ETF	0.44%	$271,515	6.7K
44	BAC BANK AMERICA CORP COM	Stock	0.44%	$269,370	6.1K
45	XMAR FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH	ETF	0.44%	$267,916	7.4K
46	DTE DTE ENERGY CO COM	Stock	0.41%	$253,523	2.1K
47	PG PROCTER AND GAMBLE CO COM	Stock	0.36%	$220,795	1.3K
48	SLV ISHARES SILVER TRUST	ETF	0.36%	$218,012	8.3K
49	JSCP JPMORGAN SHORT DURATION CORE PLUS ETF	ETF	0.35%	$213,379	4.6K
50	NUVEEN ESG LARGE-CAP VALUE ETF	ETF	0.34%	$209,724	5.3K
51	VZ VERIZON COMMUNICATIONS INC COM	Stock	0.34%	$209,388	5.2K

Filing History

Quarter	Reported Value	Positions	Filed	Type	Links
Q4 2025	$58M	54	Feb 4, 2026	13F-HR	changes · EDGAR ↗
Q3 2025	$57M	48	Oct 14, 2025	13F-HR	changes · EDGAR ↗
Q2 2025	$51M	51	Jul 21, 2025	13F-HR	changes · EDGAR ↗
Q1 2025	$61M	50	Apr 23, 2025	13F-HR	changes · EDGAR ↗
Q4 2024	$61M	51	Jan 29, 2025	13F-HR	changes · EDGAR ↗
Q3 2024	$132M	51	Oct 21, 2024	13F-HR	changes · EDGAR ↗
Q2 2024	$135M	45	Jul 29, 2024	13F-HR	changes · EDGAR ↗
Q1 2024	$139M	45	May 10, 2024	13F-HR	changes · EDGAR ↗
Q4 2023	$131M	39	Jan 31, 2024	13F-HR	changes · EDGAR ↗
Q3 2023	$121M	36	Nov 8, 2023	13F-HR	changes · EDGAR ↗
Q2 2023	$125M	37	Aug 30, 2023	13F-HR	changes · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.