Free Trial

Investor's Fiduciary Advisor Network, LLC Top Holdings and 13F Report (2025)

About Investor's Fiduciary Advisor Network, LLC

Investment Activity

  • Investor's Fiduciary Advisor Network, LLC has $212.02 thousand in total holdings as of December 31, 2024.
  • Investor's Fiduciary Advisor Network, LLC owns shares of 166 different stocks, but just 69 companies or ETFs make up 80% of its holdings.
  • Approximately 3.83% of the portfolio was purchased this quarter.
  • About 22.78% of the portfolio was sold this quarter.
  • This quarter, Investor's Fiduciary Advisor Network, LLC has purchased 199 new stocks and bought additional shares in 46 stocks.
  • Investor's Fiduciary Advisor Network, LLC sold shares of 98 stocks and completely divested from 40 stocks this quarter.

Largest New Holdings this Quarter

46641Q159 - JPMorgan Income ETF
$1,452 Holding
69374H881 - Pacer US Cash Cows 100 ETF
$642 Holding
958669103 - Western Midstream Partners
$225 Holding

Largest Purchases this Quarter

JPMorgan Income ETF
31,537 shares (about $1.45K)
iShares MSCI Emerging Markets ex China ETF
14,006 shares (about $771.12)
Pacer US Cash Cows 100 ETF
11,736 shares (about $642.00)
Pacer US Small Cap Cash Cows ETF
14,020 shares (about $525.65)
iShares MSCI Intl Quality Factor ETF
9,652 shares (about $382.82)

Largest Sales this Quarter

Microsoft
18,739 shares (about $7.03K)
Apple
11,878 shares (about $2.64K)
Chevron
7,318 shares (about $1.22K)
Procter & Gamble
6,636 shares (about $1.13K)
Exxon Mobil
8,344 shares (about $991.70)

Sector Allocation Over Time

Map of 500 Largest Holdings ofInvestor's Fiduciary Advisor Network, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$13,392$180 1.4%478,9966.3%ETF
Apple Inc. stock logo
AAPL
Apple
$11,031$2,638 -19.3%49,6635.2%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$8,387$245 -2.8%17,8864.0%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$6,931$7,034 -50.4%18,4653.3%Computer and Technology
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$5,177$234 -4.3%56,4442.4%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$5,134$60 1.2%30,0472.4%ETF
Realty Income Co. stock logo
O
Realty Income
$4,854$177 3.8%83,6882.3%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,560$341 -7.0%23,9692.2%Retail/Wholesale
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$4,267$249 -5.5%33,0952.0%ETF
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$4,036$447 -10.0%39,5071.9%ETF
JPMorgan US Quality Factor ETF stock logo
JQUA
JPMorgan US Quality Factor ETF
$3,562$105 3.0%63,0951.7%ETF
Visa Inc. stock logo
V
Visa
$3,453$633 -15.5%9,8541.6%Business Services
BlackRock U.S. Carbon Transition Readiness ETF stock logo
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
$2,964$123 4.3%48,9161.4%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$2,864$191 -6.2%35,6421.4%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$2,820$122 -4.2%42,8881.3%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$2,794$2 -0.1%27,2921.3%ETF
NNN REIT, Inc. stock logo
NNN
NNN REIT
$2,742$55 -2.0%64,2921.3%Finance
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$2,662$320 -10.7%30,9491.3%Business Services
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$2,621$175 -6.3%10,1381.2%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,475$590 -19.2%27,5741.2%Medical
Pacer US Small Cap Cash Cows ETF stock logo
CALF
Pacer US Small Cap Cash Cows ETF
$2,466$526 27.1%65,7731.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$2,411$33 -1.4%15,4381.1%Computer and Technology
The Ensign Group, Inc. stock logo
ENSG
The Ensign Group
$2,343$57 -2.4%18,1111.1%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$2,292$358 -13.5%13,6921.1%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$2,211$296 -11.8%10,7091.0%ETF
iShares ESG Advanced MSCI USA ETF stock logo
USXF
iShares ESG Advanced MSCI USA ETF
$2,160$141 7.0%46,2961.0%Manufacturing
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$2,060$47 -2.2%44,7221.0%Manufacturing
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$2,007$223 12.5%11,6240.9%ETF
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$1,984$97 -4.7%16,6110.9%ETF
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$1,896$50 -2.5%31,6910.9%Manufacturing
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,861$119 -6.0%5,0200.9%ETF
iShares ESG Aware USD Corporate Bond ETF stock logo
SUSC
iShares ESG Aware USD Corporate Bond ETF
$1,857$13 -0.7%80,5420.9%Manufacturing
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$1,855$1 -0.1%39,0710.9%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,748$128 -6.8%18,8330.8%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,738$330 -15.9%9,3320.8%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$1,625$148 10.0%28,4510.8%ETF
First Trust Morningstar Dividend Leaders Index stock logo
FDL
First Trust Morningstar Dividend Leaders Index
$1,583$27 -1.7%36,4550.7%ETF
iShares ESG Advanced MSCI EAFE ETF stock logo
DMXF
iShares ESG Advanced MSCI EAFE ETF
$1,524$35 2.3%22,6340.7%Manufacturing
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,498$412 -21.6%1,5840.7%Retail/Wholesale
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,484$193 14.9%20,2090.7%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,481$508 -25.5%13,6690.7%Computer and Technology
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$1,468$47 -3.1%30,1240.7%ETF
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$1,452$1,452 New Holding31,5370.7%ETF
The Southern Company stock logo
SO
Southern
$1,445$49 -3.3%15,7210.7%Utilities
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$1,441$771 115.1%26,1730.7%Manufacturing
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$1,424$138 10.8%27,5170.7%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$1,410$53 3.9%60,9210.7%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$1,390$1 -0.1%14,8290.7%ETF
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$1,379$104 -7.0%30,9470.7%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$1,367$65 5.0%11,2190.6%Manufacturing
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$1,335$19 1.4%5,0450.6%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$1,263$65 -4.9%21,4340.6%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$1,214$93 -7.1%12,1420.6%ETF
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$1,208$82 -6.3%15,4350.6%Finance
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$1,185$62 -5.0%34,7150.6%Energy
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$1,137$383 50.8%28,6670.5%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$1,124$54 5.0%18,2090.5%ETF
BROOKFIELD INFRASTRUCTURE CO
$1,0850.0%29,9880.5%COM
The Home Depot, Inc. stock logo
HD
Home Depot
$1,069$214 -16.7%2,9170.5%Retail/Wholesale
Danaher Co. stock logo
DHR
Danaher
$1,068$1 -0.1%5,2120.5%Medical
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,036$49 5.0%9,8260.5%ETF
Blackstone Inc. stock logo
BX
Blackstone
$1,032$139 -11.9%7,3890.5%Finance
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$1,022$40 4.1%29,2550.5%Manufacturing
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$972$125 14.8%28,4490.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$924$50 -5.1%1,6530.4%Finance
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$860$24 -2.8%5,8940.4%ETF
Shell plc stock logo
SHEL
Shell
$852$0 0.0%11,6380.4%Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$846$80 -8.7%3,4520.4%Finance
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$844$26 -3.0%4,4320.4%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$821$46 -5.4%3,5490.4%Business Services
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$818$14 -1.7%3,6900.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$798$61 -7.1%1,4200.4%ETF
First Trust NASDAQ 100 Technology Index Fund stock logo
QTEC
First Trust NASDAQ 100 Technology Index Fund
$787$39 -4.7%4,5370.4%Manufacturing
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$766$992 -56.4%6,4450.4%Energy
Chevron Co. stock logo
CVX
Chevron
$764$1,224 -61.6%4,5670.4%Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$752$37 -4.7%1,3060.4%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$740$105 16.5%29,2070.3%Medical
BLACKROCK INC
$730$8 -1.0%7720.3%COM
Amgen Inc. stock logo
AMGN
Amgen
$728$150 -17.1%2,3390.3%Medical
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$681$85 -11.1%4,8500.3%Manufacturing
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$676$42 -5.8%8,9360.3%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$675$213 46.0%30,5910.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$644$159 32.9%4,1680.3%Computer and Technology
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$642$642 New Holding11,7360.3%ETF
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$631$111 21.3%6,2730.3%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$624$312 -33.3%6,0790.3%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$619$198 -24.2%2,6570.3%Retail/Wholesale
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$612$21 -3.3%3,5830.3%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$606$1 0.2%26,3910.3%ETF
Schlumberger Limited stock logo
SLB
Schlumberger
$603$1 -0.2%14,4300.3%Energy
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$597$54 -8.3%5,4280.3%Transportation
The Allstate Co. stock logo
ALL
Allstate
$5830.0%2,8160.3%Finance
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$580$6 -1.0%6,3820.3%ETF
Workiva Inc. stock logo
WK
Workiva
$5730.0%7,5600.3%Computer and Technology
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$569$12 2.1%3,5590.3%Energy
LCTD
BlackRock World ex U.S. Carbon Transition Readiness ETF
$546$29 5.6%11,8240.3%ETF
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$543$44 8.9%10,9670.3%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$542$33 -5.7%4,2690.3%Manufacturing
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$5360.0%6,4670.3%ETF
First Trust North American Energy Infrastructure Fund stock logo
EMLP
First Trust North American Energy Infrastructure Fund
$533$34 -5.9%14,2180.3%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data