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 $294.46 thousand in total holdings as of June 30, 2025.Investor's Fiduciary Advisor Network, LLC owns shares of 219 different stocks, but just 78 companies or ETFs make up 80% of its holdings.Approximately 6.69% of the portfolio was purchased this quarter.About 26.40% of the portfolio was sold this quarter.This quarter, Investor's Fiduciary Advisor Network, LLC has purchased 270 new stocks and bought additional shares in 44 stocks.Investor's Fiduciary Advisor Network, LLC sold shares of 146 stocks and completely divested from 72 stocks this quarter.Largest Holdings Apple $13,339Schwab US Dividend Equity ETF $12,592Microsoft $11,951Invesco QQQ $10,812Caterpillar $9,995 Largest New Holdings this Quarter 595112103 - Micron Technology $645 Holding46435G326 - iShares Core MSCI International Developed Markets ETF $548 Holding87283Q701 - T. Rowe Price Ultra Short-Term Bond ETF $367 Holding22788C105 - CrowdStrike $357 Holding464287499 - iShares Russell Mid-Cap ETF $315 Holding Largest Purchases this Quarter Vanguard Value ETF 9,037 shares (about $1.97K)Vanguard Growth ETF 22,183 shares (about $1.91K)Vanguard Mid-Cap ETF 19,665 shares (about $1.58K)Invesco S&P 500 Equal Weight Technology ETF 23,885 shares (about $1.54K)ProShares S&P 500 Aristocrats ETF 17,290 shares (about $970.80) Largest Sales this Quarter Apple 11,629 shares (about $3.36K)iShares ESG MSCI KLD 400 ETF 15,737 shares (about $2.23K)BlackRock U.S. Carbon Transition Readiness ETF 27,054 shares (about $2.17K)iShares ESG Aware MSCI USA ETF 10,298 shares (about $1.68K)iShares S&P 500 Growth ETF 11,706 shares (about $1.61K) 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$13,339$3,365 â–¼-20.1%46,0994.5%TechnologySCHDSchwab US Dividend Equity ETF$12,592$1,211 â–¼-8.8%397,1254.3%ETFMSFTMicrosoft$11,951$878 â–¼-6.8%32,0404.1%TechnologyQQQInvesco QQQ$10,812$1,528 â–¼-12.4%14,6833.7%ETFCATCaterpillar$9,995$168 â–¼-1.7%9,3873.4%IndustrialsVTVVanguard Value ETF$7,497$1,969 â–²35.6%34,4052.5%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$7,297$124 â–²1.7%79,6372.5%ETFAMZNAmazon.com$6,577$130 â–¼-1.9%27,5992.2%Consumer DiscretionaryVYMVanguard High Dividend Yield ETF$5,432$180 â–¼-3.2%34,3781.8%ETFBRK.BBerkshire Hathaway$5,066$305 â–¼-5.7%10,1251.7%FinanceNVDANVIDIA$4,547$261 â–¼-5.4%22,7271.5%TechnologyICOWPacer Developed Markets International Cash Cows 100 ETF$4,483$188 â–²4.4%107,7011.5%ETFORealty Income$4,198$604 â–¼-12.6%67,7641.4%Real EstateSPYGSPDR Portfolio S&P 500 Growth ETF$4,053$273 â–¼-6.3%34,0671.4%ETFMRKMerck & Co., Inc.$4,029$216 â–¼-5.1%31,3581.4%HealthcareRSPTInvesco S&P 500 Equal Weight Technology ETF$3,633$1,540 â–²73.6%56,3341.2%ETFQUALiShares MSCI USA Quality Factor ETF$3,559$1,353 â–¼-27.5%16,2201.2%ETFVOOVanguard S&P 500 ETF$3,506$559 â–²19.0%5,1061.2%ETFIQLTiShares MSCI Intl Quality Factor ETF$3,339$532 â–²18.9%67,4051.1%ETFXLKTechnology Select Sector SPDR Fund$3,283$931 â–¼-22.1%17,2321.1%ETFJQUAJPMorgan U.S. Quality Factor ETF$3,254$452 â–¼-12.2%45,0211.1%ETFCALFPacer US Small Cap Cash Cows ETF$3,160$21 â–¼-0.7%62,4531.1%ETFMORGAN STANLEY ETF TRUST$3,110$170 â–²5.8%62,2151.1%EATO VAN MTG ETFVVisa$3,085$313 â–¼-9.2%8,9921.0%FinanceBNDVanguard Total Bond Market ETF$3,076$17 â–²0.5%41,9071.0%ETFAVGOBroadcom$2,743$1,001 â–¼-26.7%7,2620.9%TechnologyGOOGAlphabet$2,651$992 â–¼-27.2%7,5030.9%Communication ServicesENSGThe Ensign Group$2,640$6 â–¼-0.2%16,4710.9%HealthcareAMDAdvanced Micro Devices$2,596$903 â–¼-25.8%4,4690.9%TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$2,521$76 â–²3.1%24,6440.9%ETFINTCIntel$2,435$165 â–¼-6.3%17,4460.8%TechnologyVUGVanguard Growth ETF$2,392$1,910 â–²396.5%27,7770.8%ETFVOVanguard Mid-Cap ETF$2,382$1,584 â–²198.5%29,5720.8%ETFVEAVanguard FTSE Developed Markets ETF$2,364$692 â–²41.4%33,1800.8%ETFSCHXSchwab US Large-Cap ETF$2,350$199 â–¼-7.8%79,8530.8%ETFGOOGLAlphabet$2,313$106 â–²4.8%6,4730.8%Communication ServicesMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,259$310 â–²15.9%22,4150.8%ETFNNNNNN REIT$2,204$513 â–¼-18.9%47,3770.7%Real EstateFTSMFirst Trust Enhanced Short Maturity ETF$2,172$36 â–²1.7%36,3650.7%ETFVTIVanguard Total Stock Market ETF$2,166$509 â–²30.7%5,8560.7%ETFCOSTCostco Wholesale$2,065$137 â–¼-6.2%2,2080.7%Consumer StaplesIRMIron Mountain$2,055$550 â–¼-21.1%16,2700.7%Real EstateCSCOCisco Systems$2,047$130 â–¼-6.0%17,4290.7%TechnologyCVXChevron$2,045$158 â–¼-7.2%12,3380.7%EnergyDEDeere & Company$2,037$4 â–¼-0.2%3,2130.7%IndustrialsLLYEli Lilly and Company$2,029$102 â–¼-4.8%1,6920.7%HealthcareNOBLProShares S&P 500 Aristocrats ETF$2,022$971 â–²92.4%36,0120.7%ETFVFHVanguard Financials ETF$1,876$214 â–¼-10.2%14,2570.6%ETFJPIEJPMorgan Income ETF$1,872$24 â–²1.3%40,6570.6%ETFJNJJohnson & Johnson$1,707$115 â–¼-6.3%6,7250.6%HealthcareXOMExxonMobil$1,690$54 â–¼-3.1%12,3680.6%EnergyJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,678$548 â–¼-24.6%27,3110.6%ETFDGROiShares Core Dividend Growth ETF$1,675$10 â–²0.6%22,1020.6%ETFSPTSSPDR Portfolio Short Term Treasury ETF$1,617$114 â–¼-6.6%55,7620.5%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$1,581$32 â–²2.1%32,4930.5%ETFICSHiShares Ultra Short-Term Bond Active ETF$1,577$183 â–²13.1%31,1830.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,491$18 â–¼-1.2%18,0020.5%ETFJEPIJPMorgan Equity Premium Income ETF$1,443$366 â–¼-20.2%25,5550.5%ETFSOSouthern$1,377$284 â–¼-17.1%14,3970.5%UtilitiesFDVVFidelity High Dividend ETF$1,355$143 â–²11.8%22,4830.5%ETFVBRVanguard Small-Cap Value ETF$1,282$259 â–¼-16.8%5,2790.4%ETFFVDFirst Trust Value Line Dividend Index Fund$1,276$94 â–¼-6.8%26,4860.4%ETFQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$1,211$146 â–¼-10.7%3,6210.4%ETFEPDEnterprise Products Partners$1,211$43 â–¼-3.4%32,9450.4%EnergyPGProcter & Gamble$1,181$24 â–¼-2.0%8,0580.4%Consumer StaplesVHTVanguard Health Care ETF$1,171$322 â–¼-21.6%3,9190.4%ETFHDHome Depot$1,169$119 â–¼-9.2%3,3170.4%Consumer DiscretionaryUSHYiShares Broad USD High Yield Corporate Bond ETF$1,091$5 â–¼-0.4%29,4910.4%ETFMSMorgan Stanley$1,049$8 â–²0.8%5,0220.4%FinanceJMBSJanus Henderson Mortgage-Backed Securities ETF$1,048$7 â–¼-0.6%23,3080.4%ETFWALMART INC$1,044$33 â–¼-3.1%9,2200.4%COMCOWZPacer US Cash Cows 100 ETF$1,032$263 â–¼-20.3%16,5920.4%ETFCHDChurch & Dwight$1,012$6 â–¼-0.6%10,4510.3%Consumer StaplesDHRDanaher$987$91 â–²10.1%5,1820.3%HealthcareBXBlackstone$954$31 â–²3.3%8,1110.3%FinanceBROOKFIELD INFRASTRUCTURE CO$947$37 â–¼-3.8%24,6090.3%COM SUB VTG AVZVerizon Communications$931$136 â–¼-12.8%22,0070.3%Communication ServicesVXUSVanguard Total International Stock ETF$918$471 â–²105.4%10,7440.3%ETFLMTLockheed Martin$902$60 â–²7.1%1,7710.3%IndustrialsGLWCorning$892$147 â–¼-14.2%3,4940.3%TechnologyXLCCommunication Services Select Sector SPDR Fund$881$85 â–¼-8.8%8,2280.3%ETFWMWaste Management$876$2 â–¼-0.2%3,9320.3%IndustrialsTSLATesla$871$45 â–¼-4.9%2,0710.3%Consumer DiscretionaryABBVAbbVie$863$53 â–¼-5.7%3,4310.3%HealthcareAMGNAmgen$810$105 â–¼-11.5%2,2370.3%HealthcarePFEPfizer$805$229 â–¼-22.2%33,4620.3%HealthcareLAM RESEARCH CORP$789$121 â–¼-13.3%1,8230.3%COM NEWUNPUnion Pacific$787$10 â–¼-1.2%2,8940.3%IndustrialsKOCocaCola$786$53 â–¼-6.3%9,6750.3%Consumer StaplesWFCWells Fargo & Company$770$21 â–¼-2.7%9,3230.3%FinanceTSMTaiwan Semiconductor Manufacturing$763$18 â–¼-2.3%1,5990.3%TechnologyUPSUnited Parcel Service$741$201 â–¼-21.4%6,9020.3%IndustrialsIXJiShares Global Healthcare ETF$703$8 â–¼-1.1%7,1470.2%ETFIGFiShares Global Infrastructure ETF$680$33 â–¼-4.6%10,2220.2%ETFXLVHealth Care Select Sector SPDR Fund$672$106 â–¼-13.7%4,2390.2%ETFPEPPepsiCo$671$51 â–¼-7.0%4,9630.2%Consumer StaplesEXIiShares Global Industrials ETF$659$12 â–¼-1.7%3,2880.2%ETFAMATApplied Materials$651$281 â–¼-30.2%9010.2%TechnologyMUMicron Technology$645$645 â–²New Holding5590.2%TechnologyMETAMeta Platforms$640$197 â–¼-23.5%1,1360.2%Communication ServicesShowing largest 100 holdings. 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