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Ifc & Insurance Marketing, Inc. Top Holdings and 13F Report (2026)

About Ifc & Insurance Marketing, Inc.

Investment Activity

  • Ifc & Insurance Marketing, Inc. has $116.96 million in total holdings as of December 31, 2025.
  • Ifc & Insurance Marketing, Inc. owns shares of 87 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
  • Approximately 8.47% of the portfolio was purchased this quarter.
  • About 3.88% of the portfolio was sold this quarter.
  • This quarter, Ifc & Insurance Marketing, Inc. has purchased 78 new stocks and bought additional shares in 45 stocks.
  • Ifc & Insurance Marketing, Inc. sold shares of 21 stocks and completely divested from 4 stocks this quarter.

Largest New Holdings this Quarter

464287176 - iShares TIPS Bond ETF
$694,363 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP
$478,657 Holding
46429B655 - iShares Floating Rate Bond ETF
$393,800 Holding
92206C409 - Vanguard Short-Term Corporate Bond ETF
$318,347 Holding
19260Q107 - Coinbase Global
$254,263 Holding

Largest Purchases this Quarter

CrowdStrike
2,971 shares (about $786.57K)
iShares TIPS Bond ETF
6,674 shares (about $694.36K)
BNY Mellon International Equity ETF
18,162 shares (about $606.79K)
EXXONMOBIL HOLDINGS CORP
2,941 shares (about $478.66K)

Largest Sales this Quarter

Schwab Fundamental U.S. Large Company ETF
59,672 shares (about $1.88M)
Invesco S&P 500 Momentum ETF
4,600 shares (about $697.73K)
Fidelity High Dividend ETF
5,863 shares (about $356.06K)
Vanguard Intermediate-Term Bond ETF
1,807 shares (about $131.82K)
JPMorgan Ultra-Short Income ETF
2,337 shares (about $117.71K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIfc & Insurance Marketing, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Invesco S&P International Developed Momentum ETF stock logo
IDMO
Invesco S&P International Developed Momentum ETF
$9,920,587$653,460 ▲7.1%162,4138.5%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$8,758,368$697,733 ▼-7.4%57,7427.5%ETF
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$7,433,767$223,302 ▲3.1%116,7826.4%ETF
First Trust Growth Strength ETF stock logo
FTGS
First Trust Growth Strength ETF
$7,123,388$207,691 ▲3.0%187,7136.1%ETF
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$6,986,906$1,879,130 ▼-21.2%221,8706.0%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$6,421,969$444,285 ▲7.4%127,1145.5%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$5,867,355$131,824 ▼-2.2%80,4285.0%ETF
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$5,198,247$184,440 ▲3.7%96,6434.4%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$4,091,599$228,022 ▲5.9%100,7553.5%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$3,262,982$12,118 ▼-0.4%36,3522.8%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$2,928,101$138,780 ▲5.0%50,7852.5%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$2,788,892$135,157 ▲5.1%17,9522.4%ETF
SCHWAB STRATEGIC TR
$2,565,722$361,808 ▲16.4%101,5632.2%HIGH YIEL BD ETF
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$2,512,526$242,162 ▲10.7%40,7652.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,430,423$153,820 ▲6.8%6,4942.1%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$2,295,324$168,459 ▲7.9%91,2632.0%ETF
Columbia EM Core ex-China ETF stock logo
XCEM
Columbia EM Core ex-China ETF
$2,280,529$19,448 ▲0.9%44,3261.9%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$2,065,074$117,899 ▲6.1%42,5631.8%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,473,577$9,821 ▼-0.7%6,4521.3%Technology
Apple Inc. stock logo
AAPL
Apple
$1,468,668$82,259 ▼-5.3%4,4101.3%Technology
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$1,465,421$5,476 ▼-0.4%17,6621.3%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,195,430$131,675 ▲12.4%1,6161.0%ETF
BNY Mellon International Equity ETF stock logo
BKIE
BNY Mellon International Equity ETF
$1,087,830$606,793 ▲126.1%32,5600.9%ETF
Schwab Fundamental Emerging Markets Equity ETF stock logo
FNDE
Schwab Fundamental Emerging Markets Equity ETF
$1,042,982$78,606 ▲8.2%24,9050.9%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$1,035,967$786,572 ▲315.4%3,9130.9%Technology
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$967,065$356,060 ▼-26.9%15,9240.8%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$841,580$26,681 ▲3.3%1,1040.7%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$759,885$125,147 ▲19.7%8,9440.6%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$728,547$92,544 ▲14.6%1,9130.6%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$719,770$92,158 ▲14.7%9,2160.6%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$694,363$694,363 ▲New Holding6,6740.6%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$687,654$14,949 ▲2.2%2,7600.6%Consumer Discretionary
Tesla, Inc. stock logo
TSLA
Tesla
$649,657$14,192 ▼-2.1%1,8310.6%Consumer Discretionary
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$648,819$93,623 ▲16.9%19,9450.6%ETF
WALMART INC
$623,780$6,028 ▲1.0%6,0020.5%COM
SPACE EXPLORATION TECHN CORP
$604,043$389,671 ▲181.8%4,0040.5%CLASS A COM STK
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$567,564$11,964 ▼-2.1%1,6130.5%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$565,724$11,661 ▲2.1%1,9890.5%ETF
JPMorgan BetaBuilders MSCI US REIT ETF stock logo
BBRE
JPMorgan BetaBuilders MSCI US REIT ETF
$480,512$108,419 ▼-18.4%4,8220.4%ETF
EXXONMOBIL HOLDINGS CORP
$478,657$478,657 ▲New Holding2,9410.4%COM SHS
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$460,866$121,974 ▲36.0%6650.4%ETF
Carvana Co. stock logo
CVNA
Carvana
$448,7250.0%7,1750.4%Consumer Discretionary
PALANTIR TECHNOLOGIES INC
$430,028$9,353 ▼-2.1%2,2990.4%CL A
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$416,467$21,271 ▼-4.9%11,5910.4%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$402,191$1,026 ▼-0.3%7840.3%Technology
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$393,800$393,800 ▲New Holding7,7140.3%ETF
Marriott International, Inc. stock logo
MAR
Marriott International
$387,993$356 ▲0.1%1,0910.3%Consumer Discretionary
ISHARES TR
$387,316$73,375 ▼-15.9%3,9220.3%0-3 MTH TREASURY
UNUSUAL MACHS INC
$378,094$31,946 ▲9.2%15,4450.3%COM SHS
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$377,532$2,034 ▲0.5%5,3820.3%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$374,350$15,670 ▼-4.0%4,0850.3%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$366,212$62,605 ▲20.6%4,5100.3%ETF
VanEck Junior Gold Miners ETF stock logo
GDXJ
VanEck Junior Gold Miners ETF
$357,119$5,811 ▼-1.6%3,1340.3%ETF
Invesco Variable Rate Preferred ETF stock logo
VRP
Invesco Variable Rate Preferred ETF
$349,177$107,003 ▲44.2%14,7270.3%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$329,197$8,074 ▲2.5%8970.3%Healthcare
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$318,347$318,347 ▲New Holding4,1210.3%ETF
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$317,7840.0%1,1950.3%Consumer Discretionary
ISHARES TR
$317,391$15,445 ▼-4.6%2,8770.3%TRUST ISHARE 0-1
Bloom Energy Corporation stock logo
BE
Bloom Energy
$311,6030.0%1,1250.3%Industrials
Global X Artificial Intelligence & Technology ETF stock logo
AIQ
Global X Artificial Intelligence & Technology ETF
$285,745$17,920 ▲6.7%4,3850.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$284,130$10,722 ▲3.9%3710.2%ETF
Keysight Technologies Inc. stock logo
KEYS
Keysight Technologies
$273,7580.0%7520.2%Technology
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$269,418$117,710 ▼-30.4%5,3490.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$264,9990.0%3,7530.2%ETF
SoundHound AI, Inc. stock logo
SOUN
SoundHound AI
$264,609$10,234 ▲4.0%43,9550.2%Technology
Fidelity MSCI Information Technology Index ETF stock logo
FTEC
Fidelity MSCI Information Technology Index ETF
$262,108$300 ▲0.1%8740.2%ETF
Invesco RAFI Strategic US ETF stock logo
IUS
Invesco RAFI Strategic US ETF
$261,4870.0%3,8560.2%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$261,2730.0%1,2560.2%ETF
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$254,263$254,263 ▲New Holding1,3640.2%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$253,819$253,819 ▲New Holding3760.2%Healthcare
CARNIVAL CORP LTD
$252,221$49 ▲0.0%10,2780.2%COMMON SHARES
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$250,822$6,118 ▲2.5%4100.2%Technology
iShares U.S. Oil & Gas Exploration & Production ETF stock logo
IEO
iShares U.S. Oil & Gas Exploration & Production ETF
$239,712$239,712 ▲New Holding1,8160.2%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$236,539$17,571 ▲8.0%2,6250.2%ETF
ISHARES BITCOIN TRUST ETF
$234,191$234,191 ▲New Holding4,9470.2%SHS BEN INT
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$233,997$233,997 ▲New Holding1,3580.2%Healthcare
iShares U.S. Home Construction ETF stock logo
ITB
iShares U.S. Home Construction ETF
$222,075$261 ▲0.1%2,5520.2%ETF
The Boeing Company stock logo
BA
Boeing
$221,865$2,046 ▲0.9%1,1930.2%Industrials
Chevron Corporation stock logo
CVX
Chevron
$220,025$220,025 ▲New Holding1,0770.2%Energy
Franklin International Low Volatility High Dividend Index ETF stock logo
LVHI
Franklin International Low Volatility High Dividend Index ETF
$204,087$204,087 ▲New Holding4,8930.2%ETF
Knight-Swift Transportation Holdings Inc. stock logo
KNX
Knight-Swift Transportation
$203,742$3,497 ▲1.7%3,2040.2%Industrials
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$203,662$203,662 ▲New Holding4090.2%Finance
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$200,557$3,187 ▼-1.6%4,2790.2%ETF
Uranium Energy Corp. stock logo
UEC
Uranium Energy
$130,089$8,033 ▲6.6%13,7660.1%Energy
SS INNOVATIONS INTERNATIONAL
$54,549$1,043 ▼-1.9%18,3050.0%COM NEW
Comp En De Mn Cemig ADS stock logo
CIG
Comp En De Mn Cemig ADS
$37,800$37,800 ▲New Holding18,0000.0%Utilities
LITHIUM AMERS CORP NEW
$36,1630.0%13,7500.0%COM SHS
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$0$470,395 ▼-100.0%00.0%Energy
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$0$237,527 ▼-100.0%00.0%ETF
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$0$236,824 ▼-100.0%00.0%Industrials
Northern Dynasty Minerals, Ltd. stock logo
NAK
Northern Dynasty Minerals
$0$21,341 ▼-100.0%00.0%Materials

Showing largest 100 holdings. View all holdings.
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