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Aifg Consultants LTD.
AIFG Consultants Ltd. is an investment adviser headquartered in Halfmoon, New York, USA, with 7 employees as of 2025. It primarily serves individual investors—both high net worth and non-high net worth—as well as a small number of charitable organizations and one corporate client. The firm is registered with the SEC (CIK: 0001988547, CRD: 281122, SEC#: 801-106746) and reports $194.5 million in assets under management. Its filings indicate operations since at least early 2024.
Investment Strategy
AIFG Consultants Ltd. employs discretionary management with a focus on traditional equity and commodity securities. Its holdings include diversified positions in global currency trusts, gold, and large-cap equities such as Exxon Mobil, Nvidia, and General Electric. The firm serves a broad client base including individuals and charities, maintaining all assets for U.S. persons. The approach blends direct investment in public market securities and strategic allocations to commodity funds, targeting balanced growth and risk mitigation.
Latest 13F Filing Activity
Aifg Consultants LTD. filed their most recent 13F report on Sep 30, 2025 disclosing 48 equity positions with a total 13F market value of $57M. The fund increased holdings in First Trust Core Investment Grade Etf, Chevron Corp. New Com, SPDR Gold Minishares Trust of Beneficial Interest among other positions. Aifg Consultants LTD. reduced exposure to Sovereign's Capital Flourish Fund, Hess Corp. Com, Inspire 100 Etf among others.
Top Holdings
Equity Positions (48)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 15.42% | $8.7M | 114,374 | $37.41 | $76.45 | +$290.9K |
F FTCB | FIRST TRUST CORE INVESTMENT GRADE ETF | 10.31% | $5.8M | 274,515 | $21.31 | $21.31 | +$5.8M |
L LDUR | PIMCO ENHANCED LOW DURATION ACTIVE ETF | 7.29% | $4.1M | 43,030 | $95.04 | $96.15 | +$130.9K |
S SPMO | INVESCO S&P 500 MOMENTUM ETF | 6.39% | $3.6M | 29,961 | $94.96 | $121.06 | -$26.5K |
J JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 4.39% | $2.5M | 43,578 | $54.52 | $57.10 | -$191.3K |
Industry Allocation
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