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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 $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
$13,339
Microsoft
$11,951
Invesco QQQ
$10,812

Largest New Holdings this Quarter

595112103 - Micron Technology
$645 Holding
22788C105 - CrowdStrike
$357 Holding
464287499 - 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)
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 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
Apple Inc. stock logo
AAPL
Apple
$13,339$3,365 -20.1%46,0994.5%Technology
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$12,592$1,211 -8.8%397,1254.3%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$11,951$878 -6.8%32,0404.1%Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$10,812$1,528 -12.4%14,6833.7%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$9,995$168 -1.7%9,3873.4%Industrials
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$7,497$1,969 35.6%34,4052.5%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$7,297$124 1.7%79,6372.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,577$130 -1.9%27,5992.2%Consumer Discretionary
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$5,432$180 -3.2%34,3781.8%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,066$305 -5.7%10,1251.7%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,547$261 -5.4%22,7271.5%Technology
Pacer Developed Markets International Cash Cows 100 ETF stock logo
ICOW
Pacer Developed Markets International Cash Cows 100 ETF
$4,483$188 4.4%107,7011.5%ETF
Realty Income Corporation stock logo
O
Realty Income
$4,198$604 -12.6%67,7641.4%Real Estate
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$4,053$273 -6.3%34,0671.4%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$4,029$216 -5.1%31,3581.4%Healthcare
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$3,633$1,540 73.6%56,3341.2%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$3,559$1,353 -27.5%16,2201.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,506$559 19.0%5,1061.2%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$3,339$532 18.9%67,4051.1%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$3,283$931 -22.1%17,2321.1%ETF
JPMorgan U.S. Quality Factor ETF stock logo
JQUA
JPMorgan U.S. Quality Factor ETF
$3,254$452 -12.2%45,0211.1%ETF
Pacer US Small Cap Cash Cows ETF stock logo
CALF
Pacer US Small Cap Cash Cows ETF
$3,160$21 -0.7%62,4531.1%ETF
MORGAN STANLEY ETF TRUST
$3,110$170 5.8%62,2151.1%EATO VAN MTG ETF
Visa Inc. stock logo
V
Visa
$3,085$313 -9.2%8,9921.0%Finance
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$3,076$17 0.5%41,9071.0%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$2,743$1,001 -26.7%7,2620.9%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$2,651$992 -27.2%7,5030.9%Communication Services
The Ensign Group, Inc. stock logo
ENSG
The Ensign Group
$2,640$6 -0.2%16,4710.9%Healthcare
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$2,596$903 -25.8%4,4690.9%Technology
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$2,521$76 3.1%24,6440.9%ETF
Intel Corporation stock logo
INTC
Intel
$2,435$165 -6.3%17,4460.8%Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,392$1,910 396.5%27,7770.8%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$2,382$1,584 198.5%29,5720.8%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$2,364$692 41.4%33,1800.8%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$2,350$199 -7.8%79,8530.8%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,313$106 4.8%6,4730.8%Communication Services
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$2,259$310 15.9%22,4150.8%ETF
NNN REIT, Inc. stock logo
NNN
NNN REIT
$2,204$513 -18.9%47,3770.7%Real Estate
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$2,172$36 1.7%36,3650.7%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,166$509 30.7%5,8560.7%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,065$137 -6.2%2,2080.7%Consumer Staples
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$2,055$550 -21.1%16,2700.7%Real Estate
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,047$130 -6.0%17,4290.7%Technology
Chevron Corporation stock logo
CVX
Chevron
$2,045$158 -7.2%12,3380.7%Energy
Deere & Company stock logo
DE
Deere & Company
$2,037$4 -0.2%3,2130.7%Industrials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,029$102 -4.8%1,6920.7%Healthcare
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$2,022$971 92.4%36,0120.7%ETF
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$1,876$214 -10.2%14,2570.6%ETF
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$1,872$24 1.3%40,6570.6%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,707$115 -6.3%6,7250.6%Healthcare
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,690$54 -3.1%12,3680.6%Energy
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$1,678$548 -24.6%27,3110.6%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$1,675$10 0.6%22,1020.6%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$1,617$114 -6.6%55,7620.5%ETF
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$1,581$32 2.1%32,4930.5%ETF
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$1,577$183 13.1%31,1830.5%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,491$18 -1.2%18,0020.5%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$1,443$366 -20.2%25,5550.5%ETF
Southern Company (The) stock logo
SO
Southern
$1,377$284 -17.1%14,3970.5%Utilities
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$1,355$143 11.8%22,4830.5%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,282$259 -16.8%5,2790.4%ETF
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$1,276$94 -6.8%26,4860.4%ETF
First Trust NASDAQ-100 Technology Sector Index Fund stock logo
QTEC
First Trust NASDAQ-100 Technology Sector Index Fund
$1,211$146 -10.7%3,6210.4%ETF
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$1,211$43 -3.4%32,9450.4%Energy
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,181$24 -2.0%8,0580.4%Consumer Staples
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$1,171$322 -21.6%3,9190.4%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,169$119 -9.2%3,3170.4%Consumer Discretionary
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$1,091$5 -0.4%29,4910.4%ETF
Morgan Stanley stock logo
MS
Morgan Stanley
$1,049$8 0.8%5,0220.4%Finance
Janus Henderson Mortgage-Backed Securities ETF stock logo
JMBS
Janus Henderson Mortgage-Backed Securities ETF
$1,048$7 -0.6%23,3080.4%ETF
WALMART INC
$1,044$33 -3.1%9,2200.4%COM
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$1,032$263 -20.3%16,5920.4%ETF
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$1,012$6 -0.6%10,4510.3%Consumer Staples
Danaher Corporation stock logo
DHR
Danaher
$987$91 10.1%5,1820.3%Healthcare
Blackstone Inc. stock logo
BX
Blackstone
$954$31 3.3%8,1110.3%Finance
BROOKFIELD INFRASTRUCTURE CO
$947$37 -3.8%24,6090.3%COM SUB VTG A
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$931$136 -12.8%22,0070.3%Communication Services
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$918$471 105.4%10,7440.3%ETF
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$902$60 7.1%1,7710.3%Industrials
Corning Incorporated stock logo
GLW
Corning
$892$147 -14.2%3,4940.3%Technology
XLC
Communication Services Select Sector SPDR Fund
$881$85 -8.8%8,2280.3%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$876$2 -0.2%3,9320.3%Industrials
Tesla, Inc. stock logo
TSLA
Tesla
$871$45 -4.9%2,0710.3%Consumer Discretionary
AbbVie Inc. stock logo
ABBV
AbbVie
$863$53 -5.7%3,4310.3%Healthcare
Amgen Inc. stock logo
AMGN
Amgen
$810$105 -11.5%2,2370.3%Healthcare
Pfizer Inc. stock logo
PFE
Pfizer
$805$229 -22.2%33,4620.3%Healthcare
LAM RESEARCH CORP
$789$121 -13.3%1,8230.3%COM NEW
Union Pacific Corporation stock logo
UNP
Union Pacific
$787$10 -1.2%2,8940.3%Industrials
CocaCola Company (The) stock logo
KO
CocaCola
$786$53 -6.3%9,6750.3%Consumer Staples
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$770$21 -2.7%9,3230.3%Finance
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$763$18 -2.3%1,5990.3%Technology
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$741$201 -21.4%6,9020.3%Industrials
iShares Global Healthcare ETF stock logo
IXJ
iShares Global Healthcare ETF
$703$8 -1.1%7,1470.2%ETF
iShares Global Infrastructure ETF stock logo
IGF
iShares Global Infrastructure ETF
$680$33 -4.6%10,2220.2%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$672$106 -13.7%4,2390.2%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$671$51 -7.0%4,9630.2%Consumer Staples
iShares Global Industrials ETF stock logo
EXI
iShares Global Industrials ETF
$659$12 -1.7%3,2880.2%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$651$281 -30.2%9010.2%Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$645$645 New Holding5590.2%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$640$197 -23.5%1,1360.2%Communication Services

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