Ifc & Insurance Marketing, Inc. Top Holdings and 13F Report (2026) About Ifc & Insurance Marketing, Inc.Investment ActivityIfc & Insurance Marketing, Inc. has $113.57 million in total holdings as of December 31, 2025.Ifc & Insurance Marketing, Inc. owns shares of 78 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 8.91% of the portfolio was purchased this quarter.About 1.63% of the portfolio was sold this quarter.This quarter, Ifc & Insurance Marketing, Inc. has purchased 72 new stocks and bought additional shares in 46 stocks.Ifc & Insurance Marketing, Inc. sold shares of 15 stocks and completely divested from 6 stocks this quarter.Largest Holdings Invesco S&P 500 Momentum ETF $10,070,793Invesco S&P International Developed Momentum ETF $9,146,897Schwab Fundamental U.S. Large Company ETF $8,755,956Invesco S&P 500 Top 50 ETF $6,935,742First Trust Growth Strength ETF $6,743,282 Largest New Holdings this Quarter 093712107 - Bloom Energy $340,538 Holding922908363 - Vanguard S&P 500 ETF $336,019 HoldingG2004J103 - CARNIVAL CORP LTD $293,596 Holding37954Y632 - Global X Artificial Intelligence & Technology ETF $269,675 Holding46137V357 - Invesco S&P 500 Equal Weight ETF $267,239 Holding Largest Purchases this Quarter Invesco S&P International Developed Momentum ETF 11,487 shares (about $692.55K)Invesco S&P 500 Top 50 ETF 8,662 shares (about $530.37K)Schwab Fundamental U.S. Large Company ETF 16,832 shares (about $523.48K)First Trust Growth Strength ETF 12,587 shares (about $465.75K)Janus Henderson AAA CLO ETF 8,462 shares (about $427.25K) Largest Sales this Quarter Apple 801 shares (about $231.78K)Vanguard FTSE All-World ex-US ETF 1,253 shares (about $104.94K)Royal Caribbean Cruises 313 shares (about $99.40K)ExxonMobil 640 shares (about $87.49K)Tesla 151 shares (about $63.51K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIfc & Insurance Marketing, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPMOInvesco S&P 500 Momentum ETF$10,070,793$319,851 â–²3.3%62,3428.9%ETFIDMOInvesco S&P International Developed Momentum ETF$9,146,897$692,551 â–²8.2%151,7158.1%ETFFNDXSchwab Fundamental U.S. Large Company ETF$8,755,956$523,475 â–²6.4%281,5427.7%ETFXLGInvesco S&P 500 Top 50 ETF$6,935,742$530,372 â–²8.3%113,2746.1%ETFFTGSFirst Trust Growth Strength ETF$6,743,282$465,747 â–²7.4%182,2405.9%ETFBIVVanguard Intermediate-Term Bond ETF$6,307,432$149,182 â–²2.4%82,2355.6%ETFJAAAJanus Henderson AAA CLO ETF$5,973,980$427,247 â–²7.7%118,3205.3%ETFFNDFSchwab Fundamental International Equity ETF$4,917,948$329,748 â–²7.2%93,2144.3%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$4,104,318$291,021 â–²7.6%95,1403.6%ETFSPLGSPDR Portfolio S&P 500 ETF$3,206,497$60,725 â–¼-1.9%36,4872.8%ETFVGSHVanguard Short-Term Treasury ETF$2,815,576$67,570 â–²2.5%48,3782.5%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,635,577$187,616 â–²7.7%17,0822.3%ETFUSRTiShares Core U.S. REIT ETF$2,447,752$240,084 â–²10.9%36,8362.2%ETFXCEMColumbia EM Core ex-China ETF$2,323,951$137,064 â–²6.3%43,9482.0%ETFSCHWAB STRATEGIC TR$2,283,969$280,492 â–²14.0%87,2412.0%HIGH YIEL BD ETFVTIVanguard Total Stock Market ETF$2,251,119$390,051 â–²21.0%6,0832.0%ETFSCHPSchwab U.S. TIPS ETF$2,240,973$140,212 â–²6.7%84,5652.0%ETFLMBSFirst Trust Low Duration Opportunities ETF$1,997,821$128,831 â–²6.9%40,1331.8%ETFVEUVanguard FTSE All-World ex-US ETF$1,484,729$104,939 â–¼-6.6%17,7281.3%ETFBKIEBNY Mellon International Equity ETF$1,448,439$12,072 â–¼-0.8%14,3981.3%ETFAAPLApple$1,347,574$231,782 â–¼-14.7%4,6571.2%TechnologyFDVVFidelity High Dividend ETF$1,313,538$22,488 â–¼-1.7%21,7871.2%ETFNVDANVIDIA$1,299,645$68,234 â–²5.5%6,4951.1%TechnologyQQQInvesco QQQ$1,059,073$275,447 â–²35.2%1,4380.9%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$913,751$99,398 â–²12.2%23,0280.8%ETFSPYSPDR S&P 500 ETF Trust$797,978$37,324 â–²4.9%1,0690.7%ETFTSLATesla$786,943$63,511 â–¼-7.5%1,8710.7%Consumer DiscretionaryCRWDCrowdStrike$718,878$52,657 â–²7.9%9420.6%TechnologyWALMART INC$673,230$15,857 â–²2.4%5,9440.6%COMAMZNAmazon.com$643,518$69,595 â–²12.1%2,7000.6%Consumer DiscretionaryVXUSVanguard Total International Stock ETF$638,709$133,966 â–²26.5%7,4710.6%ETFBBREJPMorgan BetaBuilders MSCI US REIT ETF$633,966$2,789 â–²0.4%5,9100.6%ETFGLDSPDR Gold Shares$615,195$1,842 â–²0.3%1,6700.5%ETFIAUiShares Gold Trust$606,798$1,963 â–²0.3%8,0360.5%ETFVBVanguard Small-Cap ETF$590,548$7,579 â–¼-1.3%1,9480.5%ETFVVVanguard Large-Cap ETF$566,565$344 â–²0.1%1,6470.5%ETFSCHDSchwab US Dividend Equity ETF$541,200$264,306 â–²95.5%17,0670.5%ETFCVNACarvana$472,259$377,807 â–²400.0%7,1750.4%Consumer DiscretionaryXOMExxonMobil$470,395$87,490 â–¼-15.7%3,4410.4%EnergySGOViShares 0-3 Month Treasury Bond ETF$469,626$4,329 â–²0.9%4,6650.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$412,278$46,226 â–²12.6%12,1830.4%ETFMARMarriott International$403,916$25,569 â–¼-6.0%1,0900.4%Consumer DiscretionaryBNDVanguard Total Bond Market ETF$392,992$14,903 â–²3.9%5,3530.3%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$389,977$3,390 â–²0.9%4,2560.3%ETFJPSTJPMorgan Ultra-Short Income ETF$388,666$28,369 â–¼-6.8%7,6860.3%ETFRCLRoyal Caribbean Cruises$379,480$99,395 â–¼-20.8%1,1950.3%Consumer DiscretionaryUNHUnitedHealth Group$363,825$14,137 â–²4.0%8750.3%HealthcareBEBloom Energy$340,538$340,538 â–²New Holding1,1250.3%IndustrialsVOOVanguard S&P 500 ETF$336,019$336,019 â–²New Holding4890.3%ETFSHViShares Short Treasury Bond ETF$332,926$4,635 â–¼-1.4%3,0170.3%ETFUNUSUAL MACHS INC$315,322$74,014 â–²30.7%14,1400.3%COM SHSGDXJVanEck Junior Gold Miners ETF$312,926$1,670 â–¼-0.5%3,1850.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$307,009$15,601 â–²5.4%3,7390.3%ETFCARNIVAL CORP LTD$293,596$293,596 â–²New Holding10,2760.3%COMMON SHARESMSFTMicrosoft$293,374$24,261 â–²9.0%7860.3%TechnologyPALANTIR TECHNOLOGIES INC$274,058$63,352 â–²30.1%2,3490.2%CL ASOUNSoundHound AI$273,390$41,583 â–²17.9%42,2550.2%TechnologyAIQGlobal X Artificial Intelligence & Technology ETF$269,675$269,675 â–²New Holding4,1100.2%ETFVEAVanguard FTSE Developed Markets ETF$267,4010.0%3,7530.2%ETFIVViShares Core S&P 500 ETF$267,354$37,445 â–²16.3%3570.2%ETFRSPInvesco S&P 500 Equal Weight ETF$267,239$267,239 â–²New Holding1,2560.2%ETFITBiShares U.S. Home Construction ETF$266,320$6,478 â–¼-2.4%2,5490.2%ETFKEYSKeysight Technologies$263,2530.0%7520.2%TechnologyBABoeing$255,976$55,873 â–¼-17.9%1,1820.2%IndustrialsIUSInvesco RAFI Strategic US ETF$252,8760.0%3,8560.2%ETFFTECFidelity MSCI Information Technology Index ETF$249,312$249,312 â–²New Holding8730.2%ETFVRPInvesco Variable Rate Preferred ETF$248,302$2,188 â–²0.9%10,2140.2%ETFKNXKnight-Swift Transportation$245,213$245,213 â–²New Holding3,1490.2%IndustrialsSPACE EXPLORATION TECHN CORP$242,792$242,792 â–²New Holding1,4210.2%CLASS A COM STKIJHiShares Core S&P Mid-Cap ETF$237,527$2,236 â–²1.0%3,0800.2%ETFHWMHowmet Aerospace$236,824$236,824 â–²New Holding8810.2%IndustrialsAMDAdvanced Micro Devices$232,364$232,364 â–²New Holding4000.2%TechnologyBNDXVanguard Total International Bond ETF$210,5250.0%4,3470.2%ETFVUGVanguard Growth ETF$209,320$209,320 â–²New Holding2,4300.2%ETFUECUranium Energy$137,685$137,685 â–²New Holding12,9160.1%EnergySS INNOVATIONS INTERNATIONAL$77,418$7,989 â–²11.5%18,6550.1%COM NEWLITHIUM AMERS CORP NEW$52,9380.0%13,7500.0%COM SHSNAKNorthern Dynasty Minerals$21,341$1,440 â–²7.2%11,1150.0%MaterialsCCLCarnival$0$290,183 â–¼-100.0%00.0%Consumer DiscretionaryXOPSPDR S&P Oil & Gas Exploration & Production ETF$0$231,866 â–¼-100.0%00.0%ETFIEOiShares U.S. Oil & Gas Exploration & Production ETF$0$226,943 â–¼-100.0%00.0%ETFCVXChevron$0$220,908 â–¼-100.0%00.0%EnergyRMAXRE/MAX$0$59,864 â–¼-100.0%00.0%Real EstateUPWheels Up Experience$0$8,500 â–¼-100.0%00.0%IndustrialsShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
