Ifc Advisors LLC Top Holdings and 13F Report (2025) About Ifc Advisors LLCInvestment ActivityIfc Advisors LLC has $479.07 million in total holdings as of March 31, 2025.Ifc Advisors LLC owns shares of 164 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 13.17% of the portfolio was purchased this quarter.About 6.50% of the portfolio was sold this quarter.This quarter, Ifc Advisors LLC has purchased 143 new stocks and bought additional shares in 69 stocks.Ifc Advisors LLC sold shares of 47 stocks and completely divested from 10 stocks this quarter.Largest Holdings Vanguard Mega Cap Growth ETF $64,978,407Principal Spectrum Preferred Securities Active ETF $51,943,533Vanguard Mid-Cap ETF $35,296,823Genius Sports $27,378,902Apple $13,560,517 Largest New Holdings this Quarter G96629103 - Willis Towers Watson Public $4,101,023 Holding02390A101 - América Móvil $3,283,370 HoldingG3643J108 - FLUTTER ENTMT PLC $2,542,729 Holding69331C108 - PG&E $2,533,895 Holding64110L106 - Netflix $825,289 Holding Largest Purchases this Quarter Vanguard Mega Cap Growth ETF 42,136 shares (about $13.01M)Principal Spectrum Preferred Securities Active ETF 415,177 shares (about $7.76M)ANGEL OAK FUNDS TRUST 92,463 shares (about $4.72M)Willis Towers Watson Public 12,135 shares (about $4.10M)América Móvil 230,898 shares (about $3.28M) Largest Sales this Quarter Procter & Gamble 5,085 shares (about $866.59K)Johnson & Johnson 4,873 shares (about $808.27K)Vanguard Mid-Cap ETF 2,410 shares (about $623.28K)Salesforce 2,000 shares (about $536.63K)SPDR S&P 500 ETF Trust 669 shares (about $374.26K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIfc Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMGKVanguard Mega Cap Growth ETF$64,978,407$13,014,955 ▲25.0%210,36813.6%ETFPREFPrincipal Spectrum Preferred Securities Active ETF$51,943,533$7,763,810 ▲17.6%2,777,72910.8%ETFVOVanguard Mid-Cap ETF$35,296,823$623,276 ▼-1.7%136,4817.4%ETFGENIGenius Sports$27,378,902$1,733,442 ▲6.8%2,735,1555.7%Computer and TechnologyAAPLApple$13,560,517$217,686 ▼-1.6%61,0482.8%Computer and TechnologyACWIiShares MSCI ACWI ETF$12,141,921$58,544 ▼-0.5%104,3212.5%ManufacturingBRK.BBerkshire Hathaway$10,850,785$1,194,577 ▲12.4%20,3742.3%FinanceMSFTMicrosoft$9,506,693$111,115 ▲1.2%25,3252.0%Computer and TechnologyIVViShares Core S&P 500 ETF$8,911,662$224,758 ▼-2.5%15,8601.9%ETFVTIVanguard Total Stock Market ETF$8,910,1530.0%32,4191.9%ETFJPMJPMorgan Chase & Co.$8,550,065$37,530 ▲0.4%34,8561.8%FinanceAMZNAmazon.com$7,949,634$41,857 ▲0.5%41,7831.7%Retail/WholesaleANGEL OAK FUNDS TRUST$7,610,673$4,723,935 ▲163.6%148,9661.6%OAK ULTRASHORTNVDANVIDIA$6,809,584$2,910,094 ▲74.6%62,8311.4%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$6,263,490$81,327 ▼-1.3%73,6271.3%ETFMFDXPIMCO RAFI Dynamic Multi-Factor International Equity ETF$5,779,894$96,098 ▲1.7%180,7981.2%ETFGOOGLAlphabet$5,567,849$194,229 ▲3.6%36,0051.2%Computer and TechnologyOWLBlue Owl Capital$4,851,156$417,653 ▲9.4%242,0741.0%FinanceBRK.ABerkshire Hathaway$4,790,6500.0%61.0%FinanceGSIEGoldman Sachs ActiveBeta International Equity ETF$4,786,5470.0%134,2651.0%ETFRTXRTX$4,541,430$186,108 ▲4.3%34,2850.9%AerospaceUNHUnitedHealth Group$4,427,608$254,532 ▲6.1%8,4540.9%MedicalWTWWillis Towers Watson Public$4,101,023$4,101,023 ▲New Holding12,1350.9%FinanceCOPConocoPhillips$4,049,583$343,836 ▲9.3%38,5600.8%EnergyXLKTechnology Select Sector SPDR Fund$4,022,689$32,005 ▲0.8%19,4820.8%ETFIWBiShares Russell 1000 ETF$4,009,7050.0%13,0720.8%ETFLLYEli Lilly and Company$3,999,089$1,178,583 ▲41.8%4,8420.8%MedicalNEENextEra Energy$3,534,088$559,465 ▲18.8%49,8530.7%UtilitiesFCXFreeport-McMoRan$3,425,129$311,892 ▲10.0%90,4680.7%Basic MaterialsIJHiShares Core S&P Mid-Cap ETF$3,288,4310.0%56,3570.7%ETFAMXAmérica Móvil$3,283,370$3,283,370 ▲New Holding230,8980.7%Computer and TechnologyCOSTCostco Wholesale$3,157,170$17,025 ▼-0.5%3,3380.7%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$3,075,765$79,079 ▼-2.5%8,5180.6%ETFCVXChevron$2,736,028$113,757 ▲4.3%16,3550.6%EnergyVOOVanguard S&P 500 ETF$2,656,401$16,445 ▲0.6%5,1690.6%ETFGDXVanEck Gold Miners ETF$2,637,826$201,534 ▲8.3%57,3810.6%ETFAVGOBroadcom$2,614,587$17,748 ▼-0.7%15,6160.5%Computer and TechnologyDVYiShares Select Dividend ETF$2,574,0710.0%19,1680.5%ETFFLUTTER ENTMT PLC$2,542,729$2,542,729 ▲New Holding11,4770.5%SHSPCGPG&E$2,533,895$2,533,895 ▲New Holding147,4910.5%UtilitiesAXPAmerican Express$2,433,019$7,802 ▼-0.3%9,0430.5%FinanceMCDMcDonald's$2,408,060$11,558 ▲0.5%7,7090.5%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$2,391,577$374,261 ▼-13.5%4,2750.5%FinanceMAMastercard$2,372,263$7,674 ▼-0.3%4,3280.5%Business ServicesBXBlackstone$2,365,068$193,455 ▲8.9%16,9200.5%FinanceHDHome Depot$2,095,590$50,942 ▼-2.4%5,7180.4%Retail/WholesaleMSMorgan Stanley$1,944,306$37,451 ▼-1.9%16,6650.4%FinanceUNPUnion Pacific$1,919,243$319,638 ▲20.0%8,1240.4%TransportationADIAnalog Devices$1,885,211$32,469 ▼-1.7%9,3480.4%Computer and TechnologyWMTWalmart$1,876,511$45,300 ▲2.5%21,3750.4%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$1,814,631$35,581 ▲2.0%35,7000.4%ETFVVisa$1,794,159$824,703 ▲85.1%5,1190.4%Business ServicesMSIMotorola Solutions$1,759,121$876 ▲0.0%4,0180.4%Computer and TechnologyKOCoca-Cola$1,735,209$308,109 ▲21.6%24,2280.4%Consumer StaplesKKRKKR & Co. Inc.$1,720,277$527,991 ▲44.3%14,8800.4%FinanceIWDiShares Russell 1000 Value ETF$1,694,3810.0%9,0050.4%ETFIWPiShares Russell Mid-Cap Growth ETF$1,681,0920.0%14,3080.4%ETFCATCaterpillar$1,671,097$28,363 ▼-1.7%5,0670.3%IndustrialsMETAMeta Platforms$1,661,135$1,390,235 ▲513.2%2,8820.3%Computer and TechnologyXOMExxon Mobil$1,655,030$25,927 ▲1.6%13,9160.3%EnergyGOOGAlphabet$1,630,885$59,211 ▼-3.5%10,4390.3%Computer and TechnologyVUGVanguard Growth ETF$1,620,483$93,447 ▼-5.5%4,3700.3%ETFADPAutomatic Data Processing$1,608,310$29,942 ▲1.9%5,2640.3%Business ServicesTMOThermo Fisher Scientific$1,599,784$18,411 ▼-1.1%3,2150.3%MedicalEMEEMCOR Group$1,573,515$39,181 ▲2.6%4,2570.3%ConstructionHONHoneywell International$1,566,495$31,762 ▼-2.0%7,3980.3%Multi-Sector ConglomeratesABTAbbott Laboratories$1,555,045$44,703 ▲3.0%11,7230.3%MedicalDHRDanaher$1,487,070$92,660 ▲6.6%7,2540.3%MedicalDEDeere & Company$1,483,1460.0%3,1600.3%IndustrialsBACBank of America$1,466,309$1,586 ▼-0.1%35,1380.3%FinanceSHWSherwin-Williams$1,411,426$335,222 ▼-19.2%4,0420.3%Basic MaterialsLOWLowe's Companies$1,394,721$280,577 ▲25.2%5,9800.3%Retail/WholesaleITOTiShares Core S&P Total U.S. Stock Market ETF$1,351,627$3,660 ▼-0.3%11,0780.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,350,977$109,829 ▲8.8%25,0320.3%ETFPEPPepsiCo$1,314,974$37,335 ▲2.9%8,7700.3%Consumer StaplesCMFiShares California Muni Bond ETF$1,307,272$32,586 ▲2.6%23,2280.3%ETFACNAccenture$1,300,895$76,762 ▼-5.6%4,1690.3%Computer and TechnologyTSLATesla$1,265,737$539,571 ▲74.3%4,8840.3%Auto/Tires/TrucksADBEAdobe$1,212,338$8,821 ▼-0.7%3,1610.3%Computer and TechnologyHPQHP$1,197,925$1,191 ▼-0.1%43,2620.3%Computer and TechnologyCSCOCisco Systems$1,181,870$741 ▲0.1%19,1520.2%Computer and TechnologyAPHAmphenol$1,137,593$6,231 ▼-0.5%17,3440.2%Computer and TechnologyGSThe Goldman Sachs Group$1,124,811$5,463 ▼-0.5%2,0590.2%FinanceTRVTravelers Companies$1,089,3110.0%4,1190.2%FinanceMDLZMondelez International$1,055,610$179,870 ▲20.5%15,5580.2%Consumer StaplesFIFiserv$1,042,759$23,629 ▲2.3%4,7220.2%Business ServicesISHARES BITCOIN TRUST ETF$1,018,773$61,508 ▲6.4%21,7640.2%SHS BEN INTIJRiShares Core S&P Small-Cap ETF$991,846$32,626 ▼-3.2%9,4850.2%ETFZTSZoetis$988,559$7,739 ▼-0.8%6,0040.2%MedicalNFLXNetflix$825,289$825,289 ▲New Holding8850.2%Consumer DiscretionaryETNEaton$819,567$45,124 ▼-5.2%3,0150.2%IndustrialsPGRProgressive$798,937$798,937 ▲New Holding2,8230.2%FinanceAMGNAmgen$796,633$77,576 ▲10.8%2,5570.2%MedicalBLACKROCK INC$792,884$96,509 ▼-10.9%8380.2%COMGBDCGolub Capital BDC$733,033$93,550 ▲14.6%48,4170.2%FinanceCIThe Cigna Group$721,826$118,111 ▲19.6%2,1940.2%MedicalEMREmerson Electric$687,8810.0%6,2740.1%IndustrialsMUBiShares National Muni Bond ETF$687,047$1,792 ▲0.3%6,5160.1%ETFWRBW. R. Berkley$618,807$4,483 ▲0.7%8,6960.1%FinanceMMCMarsh & McLennan Companies$614,468$614,468 ▲New Holding2,5180.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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