Ifs Advisors, LLC Top Holdings and 13F Report (2025) About Ifs Advisors, LLCInvestment ActivityIfs Advisors, LLC has $132.16 million in total holdings as of June 30, 2025.Ifs Advisors, LLC owns shares of 170 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 27.07% of the portfolio was purchased this quarter.About 27.81% of the portfolio was sold this quarter.This quarter, Ifs Advisors, LLC has purchased 199 new stocks and bought additional shares in 20 stocks.Ifs Advisors, LLC sold shares of 32 stocks and completely divested from 35 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $39,129,015iShares 0-3 Month Treasury Bond ETF $21,516,401iShares Core MSCI EAFE ETF $15,936,015iShares Core Dividend Growth ETF $13,161,070Schwab U.S. Large-Cap Growth ETF $11,750,031 Largest New Holdings this Quarter 808524300 - Schwab U.S. Large-Cap Growth ETF $11,750,031 Holding921943858 - Vanguard FTSE Developed Markets ETF $34,833 Holding464287655 - iShares Russell 2000 ETF $22,657 Holding032108409 - Amplify CWP Enhanced Dividend Income ETF $14,509 Holding700517105 - Park Hotels & Resorts $9,135 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 190,517 shares (about $15.90M)Schwab U.S. Large-Cap Growth ETF 402,260 shares (about $11.75M)iShares Core S&P Mid-Cap ETF 49,305 shares (about $3.06M)iShares Core S&P Small-Cap ETF 27,559 shares (about $3.01M)iShares 0-3 Month Treasury Bond ETF 8,991 shares (about $905.31K) Largest Sales this Quarter iShares Core S&P 500 ETF 26,928 shares (about $16.72M)Vanguard Information Technology ETF 20,073 shares (about $13.43M)Schwab US Small-Cap ETF 204,663 shares (about $5.18M)Exxon Mobil 2,216 shares (about $238.88K)Walmart 900 shares (about $87.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIfs Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$39,129,015$16,719,816 ▼-29.9%63,01929.6%ETFSGOViShares 0-3 Month Treasury Bond ETF$21,516,401$905,306 ▲4.4%213,68916.3%ETFIEFAiShares Core MSCI EAFE ETF$15,936,015$15,904,376 ▲50,268.3%190,89612.1%ETFDGROiShares Core Dividend Growth ETF$13,161,070$42,840 ▼-0.3%205,83410.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$11,750,031$11,750,031 ▲New Holding402,2608.9%ETFIJHiShares Core S&P Mid-Cap ETF$9,960,404$3,057,913 ▲44.3%160,5997.5%ETFIJRiShares Core S&P Small-Cap ETF$9,223,389$3,011,949 ▲48.5%84,3937.0%ETFVOVanguard Mid-Cap ETF$3,688,595$886,539 ▲31.6%13,1812.8%ETFSCHASchwab US Small-Cap ETF$1,274,019$5,178,023 ▼-80.3%50,3561.0%ETFIWBiShares Russell 1000 ETF$727,019$6,112 ▼-0.8%2,1410.6%ETFBRK.BBerkshire Hathaway$589,239$3,400 ▲0.6%1,2130.4%FinanceAAPLApple$384,942$20,519 ▼-5.1%1,8760.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$312,915$57,318 ▲22.4%7370.2%ETFEPSWisdomTree U.S. LargeCap Fund$311,920$12,162 ▼-3.8%4,8730.2%FinanceADPAutomatic Data Processing$274,7840.0%8910.2%Computer and TechnologyQQQInvesco QQQ$228,3780.0%4140.2%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$216,3590.0%4910.2%FinanceCAHCardinal Health$215,040$40,824 ▲23.4%1,2800.2%MedicalVVisa$187,4660.0%5280.1%Business ServicesNVDANVIDIA$172,367$1,106 ▲0.6%1,0910.1%Computer and TechnologyTSLATesla$172,171$635 ▲0.4%5420.1%Auto/Tires/TrucksVOOVanguard S&P 500 ETF$150,527$13,633 ▼-8.3%2650.1%ETFDEDeere & Company$127,6300.0%2510.1%IndustrialsSPHDInvesco S&P 500 High Dividend Low Volatility ETF$98,544$4,043 ▲4.3%2,0720.1%ETFXUSPInnovator Uncapped Accelerated U.S. Equity ETF$92,3620.0%2,1960.1%ETFAMZNAmazon.com$90,388$16,674 ▲22.6%4120.1%Retail/WholesaleMETAMeta Platforms$78,9750.0%1070.1%Computer and TechnologyCRWDCrowdStrike$75,8870.0%1490.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$74,3900.0%3830.1%ETFPGProcter & Gamble$74,2270.0%4650.1%Consumer StaplesNFLXNetflix$70,9730.0%530.1%Consumer DiscretionaryTPLTexas Pacific Land$69,7210.0%660.1%EnergyXELXcel Energy$65,103$13,620 ▼-17.3%9560.0%UtilitiesVGTVanguard Information Technology ETF$64,230$13,430,092 ▼-99.5%960.0%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$61,2880.0%4,7000.0%ManufacturingAEPAmerican Electric Power$59,246$31,127 ▼-34.4%5710.0%UtilitiesIBMInternational Business Machines$58,0710.0%1970.0%Computer and TechnologyVZVerizon Communications$53,055$2,770 ▼-5.0%1,2260.0%Computer and TechnologyFLOTiShares Floating Rate Bond ETF$51,0200.0%1,0000.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$49,7160.0%6000.0%ManufacturingMRKMerck & Co., Inc.$47,258$22,085 ▼-31.8%5970.0%MedicalPFEPfizer$44,116$52,503 ▼-54.3%1,8200.0%MedicalFFord Motor$41,175$3,255 ▼-7.3%3,7950.0%Auto/Tires/TrucksABBVAbbVie$37,124$55,686 ▼-60.0%2000.0%MedicalVEAVanguard FTSE Developed Markets ETF$34,833$34,833 ▲New Holding6110.0%ETFSCHDSchwab US Dividend Equity ETF$33,549$4,982 ▲17.4%1,2660.0%ETFCVXChevron$31,072$573 ▲1.9%2170.0%EnergyMSFTMicrosoft$28,291$47,488 ▼-62.7%560.0%Computer and TechnologyUPSUnited Parcel Service$27,6570.0%2740.0%TransportationAVGOBroadcom$27,5650.0%1000.0%Computer and TechnologyCFFNCapitol Federal Financial$27,0960.0%4,4420.0%FinanceGOOGAlphabet$26,608$21,286 ▲400.0%1500.0%Computer and TechnologyAMDAdvanced Micro Devices$25,5420.0%1800.0%Computer and TechnologyTAT&T$24,974$71,503 ▼-74.1%8620.0%Computer and TechnologyMMM3M$24,053$60,894 ▼-71.7%1580.0%Multi-Sector ConglomeratesHDHome Depot$23,098$36,663 ▼-61.3%630.0%Retail/WholesaleXOMExxon Mobil$22,745$238,876 ▼-91.3%2110.0%EnergyIWMiShares Russell 2000 ETF$22,657$22,657 ▲New Holding1050.0%FinanceBIPBrookfield Infrastructure Partners$22,6120.0%6750.0%FinanceCOSTCostco Wholesale$18,8080.0%190.0%Retail/WholesaleTRVTravelers Companies$18,4600.0%690.0%FinanceCYBRCyberArk Software$16,6820.0%410.0%Computer and TechnologyHEIHeico$16,4000.0%500.0%AerospaceISHARES BITCOIN TRUST ETF$15,9140.0%2600.0%ETFKKRKKR & Co. Inc.$15,8300.0%1190.0%FinanceDOWDOW$15,490$5,296 ▼-25.5%5850.0%Basic MaterialsSONYSony$15,3570.0%5900.0%Consumer DiscretionarySKTTanger$15,2900.0%5000.0%FinanceTRMBTrimble$15,1960.0%2000.0%IndustrialsARKKARK Innovation ETF$14,9710.0%2130.0%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$14,509$14,509 ▲New Holding3410.0%ETFUSOUnited States Oil Fund$13,598$2,632 ▲24.0%1860.0%ETFNKENIKE$13,426$11,437 ▲575.0%1890.0%Consumer DiscretionaryMOAltria Group$13,309$43,972 ▼-76.8%2270.0%Consumer StaplesSNOWSnowflake$12,9780.0%580.0%Computer and TechnologySVXYProShares Short VIX Short-Term Futures ETF$12,7370.0%2990.0%ETFOKEONEOK$12,6520.0%1550.0%EnergyDISWalt Disney$12,649$12,029 ▼-48.7%1020.0%Consumer DiscretionaryORLYO'Reilly Automotive$12,167$11,356 ▲1,400.0%1350.0%Retail/WholesaleUBERUber Technologies$12,1290.0%1300.0%Computer and TechnologyBACBank of America$11,8000.0%2490.0%FinanceCOINCoinbase Global$11,5660.0%330.0%FinanceJNJJohnson & Johnson$10,998$22,913 ▼-67.6%720.0%MedicalCHENIERE ENERGY INC COM NEW$10,7140.0%440.0%StockUNHUnitedHealth Group$10,5020.0%330.0%MedicalKOCocaCola$10,471$7,075 ▼-40.3%1480.0%Consumer StaplesLPLLG Display$10,3960.0%3,0400.0%Computer and TechnologyCSXCSX$10,278$14,879 ▼-59.1%3150.0%TransportationSBUXStarbucks$10,2620.0%1120.0%Retail/WholesaleISRGIntuitive Surgical$9,7810.0%180.0%MedicalPPLPPL$9,7600.0%2880.0%UtilitiesLUVSouthwest Airlines$9,6020.0%2960.0%TransportationHSYHershey$9,4590.0%570.0%Consumer StaplesWFCWells Fargo & Company$9,4540.0%1180.0%FinanceADMArcher Daniels Midland$9,2360.0%1750.0%Consumer StaplesDELLDell Technologies$9,1950.0%750.0%Computer and TechnologyORealty Income$9,1590.0%1590.0%FinancePKPark Hotels & Resorts$9,135$9,135 ▲New Holding8930.0%FinanceLANDGladstone Land$8,9080.0%8760.0%FinanceKINETIK HOLDINGS INC COM NEW CL A$8,8100.0%2000.0%StockShowing 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. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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