Investor's Fiduciary Advisor Network, LLC Top Holdings and 13F Report (2025) About Investor's Fiduciary Advisor Network, LLCInvestment ActivityInvestor's Fiduciary Advisor Network, LLC has $269.11 thousand in total holdings as of June 30, 2025.Investor's Fiduciary Advisor Network, LLC owns shares of 220 different stocks, but just 91 companies or ETFs make up 80% of its holdings.Approximately 21.73% of the portfolio was purchased this quarter.About 5.80% of the portfolio was sold this quarter.This quarter, Investor's Fiduciary Advisor Network, LLC has purchased 166 new stocks and bought additional shares in 93 stocks.Investor's Fiduciary Advisor Network, LLC sold shares of 62 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $17,848Schwab US Dividend Equity ETF $12,866Apple $12,306Invesco QQQ $9,853Amazon.com $6,197 Largest New Holdings this Quarter 149123101 - Caterpillar $3,967 Holding532457108 - Eli Lilly and Company $1,738 Holding244199105 - Deere & Company $1,706 Holding78468R101 - SPDR Portfolio Short Term Treasury ETF $1,129 Holding09789C812 - BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF $1,002 Holding Largest Purchases this Quarter Microsoft 17,418 shares (about $8.66K)Caterpillar 10,220 shares (about $3.97K)Apple 10,321 shares (about $2.12K)Eli Lilly and Company 2,230 shares (about $1.74K)Deere & Company 3,356 shares (about $1.71K) Largest Sales this Quarter ProShares S&P 500 Aristocrats ETF 18,137 shares (about $1.83K)SPDR Portfolio S&P 500 ETF 22,438 shares (about $1.63K)BlackRock U.S. Carbon Transition Readiness ETF 15,120 shares (about $1.02K)iShares ESG Advanced MSCI USA ETF 18,715 shares (about $1.01K)iShares ESG Advanced MSCI EAFE ETF 11,452 shares (about $852.09) Sector Allocation Over TimeMap of 500 Largest Holdings ofInvestor's Fiduciary Advisor Network, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$17,848$8,664 ▲94.3%35,8836.6%Computer and TechnologySCHDSchwab US Dividend Equity ETF$12,866$173 ▲1.4%485,5254.8%ETFAAPLApple$12,306$2,117 ▲20.8%59,9844.6%Computer and TechnologyQQQInvesco QQQ$9,853$13 ▼-0.1%17,8623.7%FinanceAMZNAmazon.com$6,197$939 ▲17.9%28,2482.3%Retail/WholesaleQUALiShares MSCI USA Quality Factor ETF$5,391$102 ▼-1.9%29,4912.0%ETFORealty Income$4,908$87 ▲1.8%85,1961.8%FinanceVYMVanguard High Dividend Yield ETF$4,859$448 ▲10.1%36,4531.8%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$4,407$770 ▼-14.9%48,0451.6%ETFCATCaterpillar$3,967$3,967 ▲New Holding10,2201.5%IndustrialsJQUAJPMorgan U.S. Quality Factor ETF$3,880$92 ▲2.4%64,6211.4%ETFVVisa$3,755$256 ▲7.3%10,5761.4%Business ServicesAVGOBroadcom$3,654$120 ▼-3.2%13,2581.4%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$3,446$49 ▲1.4%36,1541.3%ETFNVDANVIDIA$3,099$940 ▲43.5%19,6201.2%Computer and TechnologyIRMIron Mountain$3,079$94 ▼-3.0%30,0281.1%Business ServicesXLKTechnology Select Sector SPDR Fund$2,900$189 ▲7.0%11,4541.1%ETFVOVanguard Mid-Cap ETF$2,896$60 ▲2.1%10,3531.1%ETFNNNNNN REIT$2,865$89 ▲3.2%66,3651.1%FinanceCALFPacer US Small Cap Cash Cows ETF$2,682$63 ▲2.4%67,3671.0%ETFENSGThe Ensign Group$2,656$138 ▼-4.9%17,2191.0%MedicalMRKMerck & Co., Inc.$2,619$436 ▲20.0%33,0851.0%MedicalVUGVanguard Growth ETF$2,407$206 ▲9.4%5,4910.9%ETFDSIiShares ESG MSCI KLD 400 ETF$2,324$846 ▼-26.7%20,0100.9%ETFLCTUBlackRock U.S. Carbon Transition Readiness ETF$2,273$1,017 ▼-30.9%33,7960.8%ETFNOBLProShares S&P 500 Aristocrats ETF$2,151$1,826 ▼-45.9%21,3700.8%ETFVFHVanguard Financials ETF$2,089$25 ▼-1.2%16,4140.8%ETFVTVVanguard Value ETF$2,074$20 ▲1.0%11,7350.8%ETFCVXChevron$2,069$1,415 ▲216.4%14,4510.8%EnergyCOSTCostco Wholesale$2,064$496 ▲31.6%2,0850.8%Retail/WholesaleFTSMFirst Trust Enhanced Short Maturity ETF$1,991$94 ▲5.0%33,2670.7%ManufacturingJEPIJPMorgan Equity Premium Income ETF$1,957$340 ▲21.1%34,4400.7%ETFSCHXSchwab US Large-Cap ETF$1,954$1,207 ▲161.5%79,9840.7%ETFGOOGAlphabet$1,950$788 ▼-28.8%10,9930.7%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,839$343 ▲22.9%33,8200.7%ETFJPIEJPMorgan Income ETF$1,827$367 ▲25.1%39,4590.7%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$1,792$65 ▼-3.5%37,7130.7%ETFLLYEli Lilly and Company$1,738$1,738 ▲New Holding2,2300.6%MedicalIVWiShares S&P 500 Growth ETF$1,734$339 ▼-16.3%15,7540.6%ETFBNDVanguard Total Bond Market ETF$1,729$241 ▲16.2%23,4880.6%ETFDEDeere & Company$1,706$1,706 ▲New Holding3,3560.6%IndustrialsVBRVanguard Small-Cap Value ETF$1,690$129 ▼-7.1%8,6700.6%ETFIUSBiShares Core Total USD Bond Market ETF$1,608$458 ▼-22.2%34,8040.6%ManufacturingDYNFiShares U.S. Equity Factor Rotation Active ETF$1,546$94 ▼-5.7%28,4010.6%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$1,545$19 ▲1.3%36,9150.6%ETFIQLTiShares MSCI Intl Quality Factor ETF$1,491$253 ▲20.4%34,5180.6%ETFUSXFiShares ESG Advanced MSCI USA ETF$1,487$1,009 ▼-40.4%27,5810.6%ManufacturingEFViShares MSCI EAFE Value ETF$1,487$127 ▲9.3%23,4320.6%ETFSPLGSPDR Portfolio S&P 500 ETF$1,486$1,630 ▼-52.3%20,4500.6%ETFXOMExxon Mobil$1,458$763 ▲109.9%13,5270.5%EnergySOSouthern$1,432$12 ▼-0.8%15,5950.5%UtilitiesSUSCiShares ESG Aware USD Corporate Bond ETF$1,387$483 ▼-25.8%59,7420.5%ManufacturingFVDFirst Trust Value Line Dividend Index Fund$1,361$22 ▼-1.6%30,4570.5%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,337$78 ▼-5.5%57,5430.5%ETFESGUiShares ESG Aware MSCI USA ETF$1,323$195 ▼-12.8%9,7810.5%ManufacturingPGProcter & Gamble$1,292$1,078 ▲503.0%8,1110.5%Consumer StaplesVHTVanguard Health Care ETF$1,247$5 ▼-0.4%5,0240.5%ETFCSCOCisco Systems$1,245$924 ▲288.0%17,9550.5%Computer and TechnologyBROOKFIELD INFRASTRUCTURE CO$1,244$3 ▼-0.3%29,9100.5%COMDGROiShares Core Dividend Growth ETF$1,243$79 ▲6.8%19,4530.5%ETFVTIVanguard Total Stock Market ETF$1,237$698 ▲129.4%4,0720.5%ETFHDHome Depot$1,236$167 ▲15.6%3,3720.5%Retail/WholesaleEMXCiShares MSCI Emerging Markets ex China ETF$1,185$467 ▼-28.3%18,7790.4%ManufacturingRSPTInvesco S&P 500 Equal Weight Technology ETF$1,175$15 ▲1.3%28,8250.4%ETFPFEPfizer$1,153$445 ▲63.0%47,5970.4%MedicalIEMGiShares Core MSCI Emerging Markets ETF$1,151$593 ▲106.2%19,1770.4%ETFSPTSSPDR Portfolio Short Term Treasury ETF$1,129$1,129 ▲New Holding38,5750.4%ETFBXBlackstone$1,110$5 ▲0.5%7,4230.4%FinanceSCHWCharles Schwab$1,095$313 ▼-22.2%12,0020.4%FinanceEPDEnterprise Products Partners$1,085$9 ▲0.9%35,0120.4%EnergyAMDAdvanced Micro Devices$1,047$185 ▲21.4%7,3800.4%Computer and TechnologyIVEiShares S&P 500 Value ETF$1,047$182 ▲21.0%5,3620.4%ETFJNJJohnson & Johnson$1,046$786 ▲302.7%6,8500.4%MedicalDHRDanaher$1,030$1 ▲0.1%5,2180.4%MedicalMBBiShares MBS ETF$1,025$367 ▼-26.4%10,9210.4%ETFSPYSPDR S&P 500 ETF Trust$1,024$3 ▲0.3%1,6580.4%FinanceJPMJPMorgan Chase & Co.$1,020$19 ▲1.9%3,5190.4%FinanceXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$1,002$1,002 ▲New Holding21,7130.4%ETFMETAMeta Platforms$963$1 ▼-0.1%1,3050.4%Computer and TechnologyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$951$321 ▲50.9%9,4630.4%ETFMUBiShares National Muni Bond ETF$930$96 ▼-9.4%8,9050.3%ETFQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$923$42 ▼-4.3%4,3410.3%ManufacturingVZVerizon Communications$877$877 ▲New Holding20,2810.3%Computer and TechnologyWMWaste Management$858$46 ▲5.7%3,7500.3%Business ServicesABBVAbbVie$854$854 ▲New Holding4,6010.3%MedicalESGEiShares ESG Aware MSCI EM ETF$849$296 ▼-25.9%21,6880.3%ManufacturingUPSUnited Parcel Service$836$288 ▲52.6%8,2830.3%TransportationDMXFiShares ESG Advanced MSCI EAFE ETF$832$852 ▼-50.6%11,1820.3%ManufacturingBLACKROCK INC$814$4 ▲0.5%7760.3%COMIVViShares Core S&P 500 ETF$810$71 ▼-8.1%1,3050.3%ETFSHELShell$804$14 ▼-1.8%11,4320.3%EnergyXLVHealth Care Select Sector SPDR Fund$793$1 ▼-0.1%5,8870.3%ETFNFLXNetflix$783$783 ▲New Holding5850.3%Consumer DiscretionaryGOOGLAlphabet$774$40 ▲5.5%4,3970.3%Computer and TechnologyAMGNAmgen$768$115 ▲17.7%2,7520.3%MedicalVBVanguard Small-Cap ETF$760$114 ▼-13.0%3,2090.3%ETFKOCocaCola$755$397 ▲110.7%10,6800.3%Consumer StaplesEFGiShares MSCI EAFE Growth ETF$755$605 ▼-44.5%6,7430.3%ETFIYWiShares U.S. Technology ETF$715$124 ▼-14.8%4,1320.3%ManufacturingWFCWells Fargo & Company$683$683 ▲New Holding8,5370.3%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. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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