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 $326.43 thousand in total holdings as of June 30, 2025.Investor's Fiduciary Advisor Network, LLC owns shares of 270 different stocks, but just 109 companies or ETFs make up 80% of its holdings.Approximately 8.21% of the portfolio was purchased this quarter.About 49.04% of the portfolio was sold this quarter.This quarter, Investor's Fiduciary Advisor Network, LLC has purchased 273 new stocks and bought additional shares in 87 stocks.Investor's Fiduciary Advisor Network, LLC sold shares of 127 stocks and completely divested from 43 stocks this quarter.Largest Holdings Apple $14,650Schwab US Dividend Equity ETF $13,355Microsoft $12,731Invesco QQQ $9,672SPDR Bloomberg 1-3 Month T-Bill ETF $7,174 Largest New Holdings this Quarter 171340102 - Church & Dwight $980 Holding09290C764 - BLACKROCK ETF TRUST $759 Holding464288240 - iShares MSCI ACWI ex U.S. ETF $697 Holding46436E759 - iShares ESG Advanced MSCI EAFE ETF $519 Holding46641Q654 - JPMorgan Ultra-Short Municipal ETF $466 Holding Largest Purchases this Quarter Pacer Developed Markets International Cash Cows 100 ETF 72,033 shares (about $3.06K)Church & Dwight 10,509 shares (about $980.00)Vanguard FTSE Developed Markets ETF 12,924 shares (about $828.16)BLACKROCK ETF TRUST 23,629 shares (about $759.00)iShares U.S. Treasury Bond ETF 30,816 shares (about $705.74) Largest Sales this Quarter Invesco QQQ 49,409 shares (about $28.52K)iShares MSCI USA Quality Factor ETF 62,144 shares (about $11.92K)iShares U.S. Equity Factor Rotation Active ETF 146,666 shares (about $8.53K)Vanguard Mid-Cap ETF 27,012 shares (about $7.76K)Vanguard FTSE Emerging Markets ETF 133,546 shares (about $7.19K) 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 PortfolioSectorAAPLApple$14,650$1,173 â–¼-7.4%57,7284.5%Computer and TechnologySCHDSchwab US Dividend Equity ETF$13,355$1,104 â–¼-7.6%435,3044.1%ETFMSFTMicrosoft$12,731$456 â–¼-3.5%34,3943.9%Computer and TechnologyQQQInvesco QQQ$9,672$28,517 â–¼-74.7%16,7583.0%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$7,174$700 â–²10.8%78,2872.2%ETFCATCaterpillar$6,762$136 â–¼-2.0%9,5452.1%IndustrialsAMZNAmazon.com$5,861$329 â–¼-5.3%28,1441.8%Retail/WholesaleVYMVanguard High Dividend Yield ETF$5,260$92 â–¼-1.7%35,5181.6%Financial ServicesBRK.BBerkshire Hathaway$5,144$509 â–²11.0%10,7351.6%FinanceVTVVanguard Value ETF$4,977$3,378 â–¼-40.4%25,3681.5%ETFORealty Income$4,742$457 â–¼-8.8%77,5141.5%FinanceICOWPacer Developed Markets International Cash Cows 100 ETF$4,379$3,057 â–²231.2%103,1951.3%ETFQUALiShares MSCI USA Quality Factor ETF$4,293$11,917 â–¼-73.5%22,3861.3%ETFNVDANVIDIA$4,190$319 â–²8.2%24,0301.3%Computer and TechnologyMRKMerck & Co., Inc.$3,974$48 â–¼-1.2%33,0421.2%MedicalSPYGSPDR Portfolio S&P 500 Growth ETF$3,559$35 â–²1.0%36,3601.1%ETFENSGThe Ensign Group$3,325$16 â–¼-0.5%16,5061.0%MedicalJQUAJPMorgan U.S. Quality Factor ETF$3,144$626 â–¼-16.6%51,2771.0%ETFBNDVanguard Total Bond Market ETF$3,069$119 â–²4.0%41,6780.9%ETFAVGOBroadcom$3,067$254 â–¼-7.7%9,9120.9%Computer and TechnologyVVisa$2,993$198 â–¼-6.2%9,9030.9%Business ServicesMORGAN STANLEY ETF TRUST$2,959$559 â–²23.3%58,8160.9%EATON VANCE MORTGOOGAlphabet$2,958$270 â–¼-8.4%10,3120.9%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$2,939$12 â–¼-0.4%22,1170.9%ETFVOVanguard Mid-Cap ETF$2,845$7,757 â–¼-73.2%9,9070.9%ETFCALFPacer US Small Cap Cash Cows ETF$2,820$27 â–²1.0%62,8690.9%ETFCVXChevron$2,750$511 â–¼-15.7%13,2920.8%EnergyIQLTiShares MSCI Intl Quality Factor ETF$2,619$31 â–²1.2%56,6680.8%ETFVOOVanguard S&P 500 ETF$2,564$3,088 â–¼-54.6%4,2920.8%ETFNNNNNN REIT$2,454$266 â–¼-9.8%58,4040.8%FinanceVUGVanguard Growth ETF$2,443$128 â–²5.5%5,5940.7%ETFCOSTCostco Wholesale$2,345$75 â–¼-3.1%2,3540.7%Retail/WholesaleSCHXSchwab US Large-Cap ETF$2,221$129 â–¼-5.5%86,6300.7%ETFLCTUBlackRock U.S. Carbon Transition Readiness ETF$2,175$141 â–¼-6.1%31,0250.7%ETFXOMExxonMobil$2,164$294 â–¼-12.0%12,7610.7%EnergyFTSMFirst Trust Enhanced Short Maturity ETF$2,137$18 â–¼-0.8%35,7620.7%ManufacturingIRMIron Mountain$2,106$214 â–¼-9.2%20,6270.6%Business ServicesDSIiShares ESG MSCI KLD 400 ETF$2,089$231 â–¼-9.9%17,2380.6%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,011$77 â–²4.0%36,2300.6%ETFNOBLProShares S&P 500 Aristocrats ETF$1,984$116 â–¼-5.5%18,7220.6%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,945$133 â–²7.3%19,3420.6%ETFVFHVanguard Financials ETF$1,918$41 â–¼-2.1%15,8820.6%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1,880$192 â–²11.4%23,9020.6%ManufacturingJPIEJPMorgan Income ETF$1,849$52 â–¼-2.8%40,1370.6%ETFSPLGSPDR Portfolio S&P 500 ETF$1,827$255 â–²16.2%23,8750.6%ETFJEPIJPMorgan Equity Premium Income ETF$1,815$38 â–¼-2.1%32,0310.6%ETFDEDeere & Company$1,813$25 â–²1.4%3,2200.6%IndustrialsGOOGLAlphabet$1,776$1 â–¼0.0%6,1770.5%Computer and TechnologyJNJJohnson & Johnson$1,754$0 â–¼0.0%7,1790.5%MedicalSPTSSPDR Portfolio Short Term Treasury ETF$1,741$346 â–²24.8%59,6930.5%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$1,707$97 â–²6.1%35,9050.5%ETFSOSouthern$1,676$160 â–²10.6%17,3700.5%UtilitiesESGUiShares ESG Aware MSCI USA ETF$1,649$14 â–¼-0.9%11,6660.5%ManufacturingLLYEli Lilly and Company$1,634$30 â–¼-1.8%1,7770.5%MedicalIVWiShares S&P 500 Growth ETF$1,619$1,936 â–¼-54.5%14,3220.5%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$1,617$27 â–¼-1.7%31,8330.5%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$1,613$0 â–¼0.0%69,7540.5%ManufacturingDGROiShares Core Dividend Growth ETF$1,541$47 â–²3.2%21,9660.5%ETFIVEiShares S&P 500 Value ETF$1,521$1,573 â–¼-50.8%7,2080.5%ETFVEAVanguard FTSE Developed Markets ETF$1,504$828 â–²122.5%23,4710.5%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,492$1 â–²0.1%64,2560.5%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$1,484$8,532 â–¼-85.2%25,5110.5%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$1,468$23 â–²1.6%32,4490.4%ETFCSCOCisco Systems$1,438$38 â–²2.7%18,5370.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,437$17 â–²1.2%4,4800.4%ETFICSHiShares Ultra Short-Term Bond Active ETF$1,395$520 â–²59.4%27,5700.4%ETFVBRVanguard Small-Cap Value ETF$1,378$187 â–¼-12.0%6,3470.4%ETFVHTVanguard Health Care ETF$1,360$9 â–¼-0.6%4,9970.4%ETFFVDFirst Trust Value Line Dividend Index Fund$1,336$10 â–¼-0.8%28,4270.4%ETFCOWZPacer US Cash Cows 100 ETF$1,302$436 â–²50.4%20,8210.4%ETFJPMJPMorgan Chase & Co.$1,297$7 â–²0.5%4,4110.4%FinanceEPDEnterprise Products Partners$1,291$5 â–²0.4%34,1190.4%EnergyIEMGiShares Core MSCI Emerging Markets ETF$1,270$516 â–¼-28.9%18,2180.4%ETFVZVerizon Communications$1,266$140 â–¼-10.0%25,2300.4%Computer and TechnologyGOVTiShares U.S. Treasury Bond ETF$1,252$706 â–²129.2%54,6680.4%ETFAMDAdvanced Micro Devices$1,225$171 â–¼-12.2%6,0240.4%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$1,221$109 â–¼-8.2%26,4350.4%ManufacturingPFEPfizer$1,207$110 â–¼-8.3%42,9950.4%MedicalHDHome Depot$1,202$54 â–²4.7%3,6550.4%Retail/WholesalePGProcter & Gamble$1,187$3 â–²0.2%8,2190.4%Consumer StaplesWALMART INC$1,182$70 â–²6.3%9,5130.4%COMFDVVFidelity High Dividend ETF$1,111$7 â–¼-0.6%20,1170.3%ETFUSXFiShares ESG Advanced MSCI USA ETF$1,094$1 â–¼-0.1%19,8320.3%ManufacturingUSHYiShares Broad USD High Yield Corporate Bond ETF$1,090$122 â–²12.6%29,6140.3%ETFESGEiShares ESG Aware MSCI EM ETF$1,072$78 â–¼-6.8%23,5820.3%ManufacturingJMBSJanus Henderson Mortgage-Backed Securities ETF$1,059$100 â–²10.4%23,4530.3%ETFMBBiShares MBS ETF$1,057$11 â–²1.0%11,1400.3%ETFSCHWCharles Schwab$1,012$135 â–¼-11.7%10,7770.3%FinanceBROOKFIELD INFRASTRUCTURE CO$1,010$83 â–¼-7.6%25,5750.3%COM SUB VTG AXLCCommunication Services Select Sector SPDR Fund$1,000$24 â–¼-2.4%9,0210.3%ETFLMTLockheed Martin$999$483 â–²93.6%1,6530.3%AerospaceCHDChurch & Dwight$980$980 â–²New Holding10,5090.3%Consumer StaplesXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$979$33 â–¼-3.3%21,3530.3%ETFMUBiShares National Muni Bond ETF$962$46 â–²5.1%9,0660.3%ETFSPGPInvesco S&P 500 GARP ETF$922$508 â–²122.7%8,5690.3%ETFWMWaste Management$905$6 â–²0.7%3,9390.3%Business ServicesBXBlackstone$902$13 â–²1.4%7,8490.3%FinanceDHRDanaher$891$28 â–¼-3.1%4,7050.3%MedicalAMGNAmgen$889$116 â–¼-11.6%2,5280.3%MedicalSPYSPDR S&P 500 ETF Trust$877$2,296 â–¼-72.4%1,3500.3%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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