Ifs Advisors, LLC Top Holdings and 13F Report (2025) About Ifs Advisors, LLCInvestment ActivityIfs Advisors, LLC has $170.89 million in total holdings as of September 30, 2025.Ifs Advisors, LLC owns shares of 177 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 18.82% of the portfolio was purchased this quarter.About 0.71% of the portfolio was sold this quarter.This quarter, Ifs Advisors, LLC has purchased 170 new stocks and bought additional shares in 12 stocks.Ifs Advisors, LLC sold shares of 7 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $41,438,740iShares 0-3 Month Treasury Bond ETF $21,323,966iShares Core MSCI EAFE ETF $17,352,706iShares Core Dividend Growth ETF $14,032,933Schwab U.S. Large-Cap Growth ETF $12,587,084 Largest New Holdings this Quarter 46435GAA0 - iShares iBonds Dec 2026 Term Corporate ETF $11,353,640 Holding921937835 - Vanguard Total Bond Market ETF $6,812,366 Holding46138J791 - Invesco BulletShares 2026 Corporate Bond ETF $4,701,868 Holding464287226 - iShares Core U.S. Aggregate Bond ETF $3,924,887 Holding46434V860 - iShares Treasury Floating Rate Bond ETF $2,873,410 Holding Largest Purchases this Quarter iShares iBonds Dec 2026 Term Corporate ETF 467,228 shares (about $11.35M)Vanguard Total Bond Market ETF 91,601 shares (about $6.81M)Invesco BulletShares 2026 Corporate Bond ETF 240,381 shares (about $4.70M)iShares Core U.S. Aggregate Bond ETF 39,151 shares (about $3.92M)iShares Treasury Floating Rate Bond ETF 56,798 shares (about $2.87M) Largest Sales this Quarter iShares Core S&P 500 ETF 1,106 shares (about $740.25K)Schwab U.S. Large-Cap Growth ETF 7,805 shares (about $249.06K)iShares 0-3 Month Treasury Bond ETF 1,932 shares (about $194.55K)iShares Russell 1000 Growth ETF 43 shares (about $20.14K)Vanguard S&P 500 ETF 10 shares (about $6.12K) 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$41,438,740$740,252 ▼-1.8%61,91324.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$21,323,966$194,553 ▼-0.9%211,75712.5%ETFIEFAiShares Core MSCI EAFE ETF$17,352,706$685,559 ▲4.1%198,74810.2%ETFDGROiShares Core Dividend Growth ETF$14,032,933$19,743 ▲0.1%206,1248.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$12,587,084$249,058 ▼-1.9%394,4557.4%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$11,353,640$11,353,640 ▲New Holding467,2286.6%ETFIJHiShares Core S&P Mid-Cap ETF$10,559,904$79,161 ▲0.8%161,8126.2%ETFIJRiShares Core S&P Small-Cap ETF$10,031,110$2,614 ▲0.0%84,4155.9%ETFBNDVanguard Total Bond Market ETF$6,812,366$6,812,366 ▲New Holding91,6014.0%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$4,701,868$4,701,868 ▲New Holding240,3812.8%ETFVOVanguard Mid-Cap ETF$3,947,378$75,493 ▲1.9%13,4382.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,924,887$3,924,887 ▲New Holding39,1512.3%FinanceTFLOiShares Treasury Floating Rate Bond ETF$2,873,410$2,873,410 ▲New Holding56,7981.7%ETFUSFRWisdomTree Floating Rate Treasury Fund$1,533,335$1,533,335 ▲New Holding30,5020.9%FinanceSCHASchwab US Small-Cap ETF$1,458,644$53,708 ▲3.8%52,2810.9%ETFIWBiShares Russell 1000 ETF$782,4920.0%2,1410.5%ETFBRK.BBerkshire Hathaway$609,8230.0%1,2130.4%FinanceAAPLApple$482,357$4,584 ▲1.0%1,8940.3%Computer and TechnologyEPSWisdomTree U.S. LargeCap Fund$335,9440.0%4,8730.2%FinanceIWFiShares Russell 1000 Growth ETF$325,076$20,142 ▼-5.8%6940.2%ETFADPAutomatic Data Processing$261,5080.0%8910.2%Computer and TechnologyQQQInvesco QQQ$258,759$10,206 ▲4.1%4310.2%FinanceTSLATesla$241,0380.0%5420.1%Auto/Tires/TrucksDIASPDR Dow Jones Industrial Average ETF Trust$227,6960.0%4910.1%FinanceNVDANVIDIA$202,625$933 ▼-0.5%1,0860.1%Computer and TechnologyCAHCardinal Health$200,9080.0%1,2800.1%MedicalVVisa$180,2480.0%5280.1%Business ServicesVOOVanguard S&P 500 ETF$156,156$6,124 ▼-3.8%2550.1%ETFDEDeere & Company$114,7720.0%2510.1%IndustrialsSPHDInvesco S&P 500 High Dividend Low Volatility ETF$102,4600.0%2,0720.1%ETFXUSPInnovator Uncapped Accelerated U.S. Equity ETF$102,0800.0%2,1960.1%ETFAMZNAmazon.com$93,317$2,854 ▲3.2%4250.1%Retail/WholesaleMETAMeta Platforms$78,5780.0%1070.0%Computer and TechnologyIWDiShares Russell 1000 Value ETF$77,9740.0%3830.0%ETFXELXcel Energy$77,1010.0%9560.0%UtilitiesCRWDCrowdStrike$73,0660.0%1490.0%Computer and TechnologyVGTVanguard Information Technology ETF$72,3020.0%960.0%ETFPGProcter & Gamble$71,5850.0%4650.0%Consumer StaplesAEPAmerican Electric Power$64,2370.0%5710.0%UtilitiesNFLXNetflix$63,5420.0%530.0%Consumer DiscretionaryPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$63,1210.0%4,7000.0%ManufacturingTPLTexas Pacific Land$61,6200.0%660.0%EnergyIBMInternational Business Machines$55,5850.0%1970.0%Computer and TechnologyVZVerizon Communications$53,9120.0%1,2260.0%Computer and TechnologyFLOTiShares Floating Rate Bond ETF$51,0850.0%1,0000.0%ETFMRKMerck & Co., Inc.$50,1060.0%5970.0%MedicalSHYiShares 1-3 Year Treasury Bond ETF$49,7760.0%6000.0%ManufacturingPFEPfizer$46,3730.0%1,8200.0%MedicalABBVAbbVie$46,3080.0%2000.0%MedicalFFord Motor$45,3880.0%3,7950.0%Auto/Tires/TrucksGOOGAlphabet$40,185$3,653 ▲10.0%1650.0%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$36,6110.0%6110.0%ETFSCHDSchwab US Dividend Equity ETF$35,954$1,392 ▲4.0%1,3170.0%ETFCVXChevron$33,6970.0%2170.0%EnergyAVGOBroadcom$32,9910.0%1000.0%Computer and TechnologyMSFTMicrosoft$29,4780.0%560.0%Computer and TechnologyAMDAdvanced Micro Devices$29,1220.0%1800.0%Computer and TechnologyCFFNCapitol Federal Financial$28,2060.0%4,4420.0%FinanceHDHome Depot$25,5260.0%630.0%Retail/WholesaleIWMiShares Russell 2000 ETF$25,4050.0%1050.0%FinanceMMM3M$24,5180.0%1580.0%Multi-Sector ConglomeratesTAT&T$24,385$28 ▲0.1%8630.0%Computer and TechnologyXOMExxon Mobil$23,7900.0%2110.0%EnergyUPSUnited Parcel Service$22,8870.0%2740.0%TransportationBIPBrookfield Infrastructure Partners$22,2000.0%6750.0%FinanceCYBRCyberArk Software$19,8090.0%410.0%Computer and TechnologyTRVTravelers Companies$19,2660.0%690.0%FinanceARKKARK Innovation ETF$18,3810.0%2130.0%ETFCOSTCostco Wholesale$17,5860.0%190.0%Retail/WholesaleSONYSony$16,9860.0%5900.0%Consumer DiscretionarySKTTanger$16,9200.0%5000.0%FinanceISHARES BITCOIN TRUST ETF$16,9000.0%2600.0%ETFTRMBTrimble$16,3300.0%2000.0%IndustrialsHEIHeico$16,1410.0%500.0%AerospaceLPLLG Display$15,8680.0%3,0400.0%Computer and TechnologyKKRKKR & Co. Inc.$15,4640.0%1190.0%FinanceSVXYProShares Short VIX Short-Term Futures ETF$15,2310.0%2990.0%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$15,1980.0%3410.0%ETFMOAltria Group$14,9950.0%2270.0%Consumer StaplesORLYO'Reilly Automotive$14,5540.0%1350.0%Retail/WholesaleUSOUnited States Oil Fund$13,7170.0%1860.0%ETFDOWDOW$13,4140.0%5850.0%Basic MaterialsJNJJohnson & Johnson$13,3500.0%720.0%MedicalNKENIKE$13,1780.0%1890.0%Consumer DiscretionarySNOWSnowflake$13,0810.0%580.0%Computer and TechnologyBACBank of America$12,8760.0%2490.0%FinanceUBERUber Technologies$12,7360.0%1300.0%Computer and TechnologyDISWalt Disney$11,6790.0%1020.0%Consumer DiscretionaryUNHUnitedHealth Group$11,6240.0%330.0%MedicalOKEONEOK$11,3100.0%1550.0%EnergyCSXCSX$11,1850.0%3150.0%TransportationCOINCoinbase Global$11,1370.0%330.0%FinancePPLPPL$10,7020.0%2880.0%UtilitiesHSYHershey$10,6610.0%570.0%Consumer StaplesDELLDell Technologies$10,6320.0%750.0%Computer and TechnologyADMArcher Daniels Midland$10,4540.0%1750.0%Consumer StaplesCHENIERE ENERGY INC COM NEW$10,3390.0%440.0%StockPKPark Hotels & Resorts$9,8940.0%8930.0%FinanceWFCWells Fargo & Company$9,8900.0%1180.0%FinanceKOCocaCola$9,8150.0%1480.0%Consumer StaplesShowing 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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