The Analysis of Investor's Fiduciary Advisor Network, LLC's Holdings
Currently, Investor's Fiduciary Advisor Network, LLC holds 273 types of securities in its portfolio with a total value $466.2K. In the most recent quarter, they have increased their positions in N/A (+48.5K shares, valued at $29.8K), SCHV (+426.9K shares, valued at $12.6K), DIA (+24.9K shares, valued at $12.0K); decreased their positions in LLY (-420 shares, valued at $451.32596685082876), CALF (-5.9K shares, valued at $263.82912845878366), CAT (-429 shares, valued at $245.75967957276367); initiated new positions in SCHV (+426.9K shares, valued at $12.6K), DIA (+24.9K shares, valued at $12.0K), DBEF (+114.9K shares, valued at $5.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP35.6K shares0.19%2025-12-312026-02-12
AAPL APPLE INC62.4K shares4.61%2025-12-312026-02-12 QUAL ISHARES TR84.5K shares192.14%2025-12-312026-02-12 SCHD SCHWAB STRATEGIC TR471.3K shares0.53%2025-12-312026-02-12 SCHV SCHWAB STRATEGIC TR426.9K sharesnew addition2025-12-312026-02-12 DIA SPDR DOW JONES INDL AVERAGE24.9K sharesnew addition2025-12-312026-02-12 VO VANGUARD INDEX FDS36.9K shares269.63%2025-12-312026-02-12 DYNF BLACKROCK ETF TRUST172.2K shares520.32%2025-12-312026-02-12 VTV VANGUARD INDEX FDS42.6K shares256.68%2025-12-312026-02-12 VWO VANGUARD INTL EQUITY INDEX F138.2K shares2330.02%2025-12-312026-02-12 AMZN AMAZON COM INC29.7K shares5.83%2025-12-312026-02-12 BIL SPDR SERIES TRUST70.6K shares41.18%2025-12-312026-02-12 CAT CATERPILLAR INC9.7K shares-4.22%2025-12-312026-02-12 DBEF DBX ETF TR114.9K sharesnew addition2025-12-312026-02-12 VYM VANGUARD WHITEHALL FDS36.1K shares0.43%2025-12-312026-02-12 O REALTY INCOME CORP85.0K shares-0.59%2025-12-312026-02-12 VYMI VANGUARD WHITEHALL FDS49.8K sharesnew addition2025-12-312026-02-12 NVDA NVIDIA CORPORATION22.2K shares27.37%2025-12-312026-02-12 JQUA J P MORGAN EXCHANGE TRADED F61.5K shares-2.61%2025-12-312026-02-12 IVW ISHARES TR31.4K shares109.97%2025-12-312026-02-12 SPYG SPDR SERIES TRUST36.0K shares0.58%2025-12-312026-02-12 BROADCOM INC BROADCOM INC10.7K shares-4.18%2025-12-312026-02-12 V VISA INC10.6K shares3.37%2025-12-312026-02-12 ALPHABET INC ALPHABET INC11.3K shares5.74%2025-12-312026-02-12 SPY SPDR S&P 500 ETF TR4.9K shares194.45%2025-12-312026-02-12 XLK SELECT SECTOR SPDR TR22.2K shares93.35%2025-12-312026-02-12 IVE ISHARES TR14.7K shares174.95%2025-12-312026-02-12 ARTY ISHARES TR64.2K sharesnew addition2025-12-312026-02-12 BND VANGUARD BD INDEX FDS40.1K shares78.32%2025-12-312026-02-12 ENSG ENSIGN GROUP INC16.6K shares-3.58%2025-12-312026-02-12 CALF PACER FDS TR62.3K shares-8.72%2025-12-312026-02-12 AVUV AMERICAN CENTY ETF TR26.8K sharesnew addition2025-12-312026-02-12 BOW BOWHEAD SPECIALTY HLDGS INC95.6K sharesnew addition2025-12-312026-02-12 IYW ISHARES TR13.1K shares673.91%2025-12-312026-02-12 VUG VANGUARD INDEX FDS5.3K shares-2.93%2025-12-312026-02-12 NNN NNN REIT INC64.7K shares-2.55%2025-12-312026-02-12 IQLT ISHARES TR56.0K shares15.95%2025-12-312026-02-12 DSI ISHARES TR19.1K shares0.40%2025-12-312026-02-12 SCHX SCHWAB STRATEGIC TR91.7K shares3.48%2025-12-312026-02-12 LCTU BLACKROCK ETF TRUST33.0K shares2.50%2025-12-312026-02-12 EVMO MORGAN STANLEY ETF TRUST47.7K shares144.17%2025-12-312026-02-12 CVX CHEVRON CORP NEW15.8K shares-0.07%2025-12-312026-02-12 IBTG ISHARES TR104.0K sharesnew addition2025-12-312026-02-12 IBTH ISHARES TR102.3K sharesnew addition2025-12-312026-02-12 SHLD GLOBAL X FDS34.0K shares565.88%2025-12-312026-02-12 VFH VANGUARD WORLD FD16.2K shares-1.51%2025-12-312026-02-12 FTSM FIRST TR EXCHANGE-TRADED FD36.1K shares6.02%2025-12-312026-02-12 COST COSTCO WHSL CORP NEW2.4K shares14.52%2025-12-312026-02-12 NOBL PROSHARES TR19.8K shares-3.54%2025-12-312026-02-12 JEPQ J P MORGAN EXCHANGE TRADED F34.8K shares-1.88%2025-12-312026-02-12 LLY ELI LILLY & CO1.8K shares-18.83%2025-12-312026-02-12 ALPHABET INC ALPHABET INC6.2K shares38.02%2025-12-312026-02-12 JPIE J P MORGAN EXCHANGE TRADED F41.3K shares6.11%2025-12-312026-02-12 IRM IRON MTN INC DEL22.7K shares-6.82%2025-12-312026-02-12 JEPI J P MORGAN EXCHANGE TRADED F32.7K shares-9.74%2025-12-312026-02-12 MINT PIMCO ETF TR18.0K shares86.14%2025-12-312026-02-12 ESGU ISHARES TR11.8K shares-3.86%2025-12-312026-02-12 PAVE GLOBAL X FDS36.6K sharesnew addition2025-12-312026-02-12 XOM EXXON MOBIL CORP14.5K shares7.44%2025-12-312026-02-12 IEMG ISHARES INC25.6K shares36.78%2025-12-312026-02-12 SPYM SPDR SERIES TRUST20.5K shares5.52%2025-12-312026-02-12 SUSC ISHARES TR69.8K shares6.83%2025-12-312026-02-12 EAGG ISHARES TR33.9K shares-2.52%2025-12-312026-02-12 EMXC ISHARES INC21.5K shares2.37%2025-12-312026-02-12 VBR VANGUARD INDEX FDS7.2K shares-9.94%2025-12-312026-02-12 SCHZ SCHWAB STRATEGIC TR64.2K shares7.12%2025-12-312026-02-12 JNJ JOHNSON & JOHNSON7.2K shares3.98%2025-12-312026-02-12 VTI VANGUARD INDEX FDS4.4K shares4.81%2025-12-312026-02-12 DGRO ISHARES TR21.3K shares8.16%2025-12-312026-02-12 DE DEERE & CO3.2K shares-5.14%2025-12-312026-02-12 AMD ADVANCED MICRO DEVICES INC6.9K shares-6.79%2025-12-312026-02-12 RSPT INVESCO EXCHANGE TRADED FD T31.9K shares2.76%2025-12-312026-02-12 VHT VANGUARD WORLD FD5.0K shares-1.53%2025-12-312026-02-12 FDL FIRST TR EXCHANGE-TRADED FD32.4K shares-4.24%2025-12-312026-02-12 JPM JPMORGAN CHASE & CO.4.4K shares24.67%2025-12-312026-02-12 SPTS SPDR SERIES TRUST47.8K shares9.66%2025-12-312026-02-12 CSCO CISCO SYS INC18.0K shares0.98%2025-12-312026-02-12 SO SOUTHERN CO15.7K shares1.82%2025-12-312026-02-12 IUSB ISHARES TR28.8K shares2.23%2025-12-312026-02-12 FVD FIRST TR EXCHANGE-TRADED FD28.6K shares-3.74%2025-12-312026-02-12 VTEB VANGUARD MUN BD FDS25.3K sharesnew addition2025-12-312026-02-12 XLG INVESCO EXCHANGE TRADED FD T21.3K shares4.71%2025-12-312026-02-12 META META PLATFORMS INC1.9K shares51.31%2025-12-312026-02-12 EFV ISHARES TR17.5K shares-11.07%2025-12-312026-02-12 SCHW SCHWAB CHARLES CORP12.2K shares6.42%2025-12-312026-02-12 ICOW PACER FDS TR31.2K shares274.81%2025-12-312026-02-12 HD HOME DEPOT INC3.5K shares5.82%2025-12-312026-02-12 PG PROCTER AND GAMBLE CO8.2K shares2.31%2025-12-312026-02-12 PFE PFIZER INC46.9K shares-5.52%2025-12-312026-02-12 FDVV FIDELITY COVINGTON TRUST20.2K shares34.86%2025-12-312026-02-12 USXF ISHARES TR19.9K shares-2.28%2025-12-312026-02-12 VZ VERIZON COMMUNICATIONS INC28.0K shares-8.17%2025-12-312026-02-12 ESGE ISHARES INC25.3K shares19.29%2025-12-312026-02-12 DHR DANAHER CORPORATION4.9K shares-4.94%2025-12-312026-02-12 EPD ENTERPRISE PRODS PARTNERS L34.0K shares-1.27%2025-12-312026-02-12 XLC SELECT SECTOR SPDR TR9.2K shares34.53%2025-12-312026-02-12 MBB ISHARES TR11.0K shares-0.53%2025-12-312026-02-12 XTEN BONDBLOXX ETF TRUST22.1K shares-0.92%2025-12-312026-02-12 IWF ISHARES TR2.1K sharesnew addition2025-12-312026-02-12 DFGP DIMENSIONAL ETF TRUST18.5K sharesnew addition2025-12-312026-02-12 WMT WALMART INC8.9K shares35.07%2025-12-312026-02-12 IVV ISHARES TR1.4K shares22.48%2025-12-312026-02-12 USHY ISHARES TR26.3K sharesnew addition2025-12-312026-02-12 JMBS JANUS DETROIT STR TR21.2K shares10.08%2025-12-312026-02-12 QTEC FIRST TR EXCHANGE-TRADED FD4.2K shares-2.44%2025-12-312026-02-12 VT VANGUARD INTL EQUITY INDEX F6.7K sharesnew addition2025-12-312026-02-12 IJR ISHARES TR7.8K shares305.47%2025-12-312026-02-12 AMGN AMGEN INC2.9K shares3.44%2025-12-312026-02-12 UPS UNITED PARCEL SERVICE INC9.4K shares-3.29%2025-12-312026-02-12 MUB ISHARES TR8.6K shares0.19%2025-12-312026-02-12 ESGD ISHARES TR9.5K shares0.02%2025-12-312026-02-12 IWV ISHARES TR2.3K sharesnew addition2025-12-312026-02-12 KNSL KINSALE CAP GROUP INC2.3K sharesnew addition2025-12-312026-02-12 WFC WELLS FARGO CO NEW9.5K shares11.46%2025-12-312026-02-12 ICSH ISHARES TR17.3K shares256.60%2025-12-312026-02-12 MS MORGAN STANLEY4.9K shares3.30%2025-12-312026-02-12 WM WASTE MGMT INC DEL3.9K shares0.00%2025-12-312026-02-12 ABBV ABBVIE INC3.7K shares-19.34%2025-12-312026-02-12 VOT VANGUARD INDEX FDS3.0K sharesnew addition2025-12-312026-02-12 COWZ PACER FDS TR13.8K shares2.44%2025-12-312026-02-12 SHEL SHELL PLC10.5K shares0.02%2025-12-312026-02-12 TLH ISHARES TR7.6K shares223.56%2025-12-312026-02-12 VB VANGUARD INDEX FDS3.0K shares-1.07%2025-12-312026-02-12 SPMO INVESCO EXCH TRADED FD TR II6.4K shares43.07%2025-12-312026-02-12 XLV SELECT SECTOR SPDR TR4.9K shares-5.73%2025-12-312026-02-12 IJH ISHARES TR11.5K shares245.94%2025-12-312026-02-12 KO COCA COLA CO10.8K shares3.65%2025-12-312026-02-12 PEP PEPSICO INC5.1K shares0.98%2025-12-312026-02-12 EVUS ISHARES TR22.1K shares73.48%2025-12-312026-02-12 UNP UNION PAC CORP3.0K shares3.61%2025-12-312026-02-12 INTC INTEL CORP18.7K shares-1.03%2025-12-312026-02-12 IBM INTERNATIONAL BUSINESS MACHS2.3K shares42.19%2025-12-312026-02-12 VIGI VANGUARD WHITEHALL FDS7.4K shares15.67%2025-12-312026-02-12 BAC BANK AMERICA CORP12.3K shares19.86%2025-12-312026-02-12 CWEN CLEARWAY ENERGY INC20.0K shares-1.15%2025-12-312026-02-12 BAI BLACKROCK ETF TRUST19.8K shares12.56%2025-12-312026-02-12 VEA VANGUARD TAX-MANAGED FDS10.5K sharesnew addition2025-12-312026-02-12 VPU VANGUARD WORLD FD3.5K shares2.61%2025-12-312026-02-12 IEFA ISHARES TR7.3K shares-10.13%2025-12-312026-02-12 WK WORKIVA INC7.6K shares0.00%2025-12-312026-02-12 VBK VANGUARD INDEX FDS2.2K sharesnew addition2025-12-312026-02-12 MCD MCDONALDS CORP2.1K shares2.77%2025-12-312026-02-12 THRO BLACKROCK ETF TRUST16.7K shares2.26%2025-12-312026-02-12 LOW LOWES COS INC2.7K shares-2.17%2025-12-312026-02-12 AXP AMERICAN EXPRESS CO1.7K shares10.38%2025-12-312026-02-12 IXJ ISHARES TR6.4K shares-0.48%2025-12-312026-02-12 NULV NUSHARES ETF TR13.4K shares6.13%2025-12-312026-02-12 VXUS VANGUARD STAR FDS7.7K shares59.40%2025-12-312026-02-12 VGK VANGUARD INTL EQUITY INDEX F6.9K shares0.00%2025-12-312026-02-12 RTX RTX CORPORATION3.1K shares18.24%2025-12-312026-02-12 BAR GRANITESHARES GOLD TR13.4K shares3.60%2025-12-312026-02-12 GOVT ISHARES TR23.9K shares-10.68%2025-12-312026-02-12 NFLX NETFLIX INC5.7K shares969.83%2025-12-312026-02-12 TSLA TESLA INC1.2K shares11.36%2025-12-312026-02-12 BINC BLACKROCK ETF TRUST II10.1K shares-0.55%2025-12-312026-02-12 ALL ALLSTATE CORP2.6K shares-0.08%2025-12-312026-02-12 EMLP FIRST TR EXCHANGE-TRADED FD14.1K shares-1.04%2025-12-312026-02-12 EXI ISHARES TR3.0K shares0.20%2025-12-312026-02-12 HON HONEYWELL INTL INC2.7K shares2.72%2025-12-312026-02-12 IUSG ISHARES TR3.1K shares-2.91%2025-12-312026-02-12 NULG NUSHARES ETF TR5.3K shares-4.88%2025-12-312026-02-12 IWR ISHARES TR5.3K sharesnew addition2025-12-312026-02-12 GLDM WORLD GOLD TR6.0K shares0.97%2025-12-312026-02-12 AVEM AMERICAN CENTY ETF TR6.6K shares90.92%2025-12-312026-02-12 SLB SLB LIMITED12.9K shares-4.27%2025-12-312026-02-12 FANG DIAMONDBACK ENERGY INC3.2K shares-6.37%2025-12-312026-02-12 QCOM QUALCOMM INC2.8K shares-21.09%2025-12-312026-02-12 SYK STRYKER CORPORATION1.4K shares-0.15%2025-12-312026-02-12 SPHQ INVESCO EXCHANGE TRADED FD T6.3K shares0.00%2025-12-312026-02-12 AIRR FIRST TR EXCHANGE TRADED FD4.7K shares4.66%2025-12-312026-02-12 IAGG ISHARES TR9.3K shares0.00%2025-12-312026-02-12 BMY BRISTOL-MYERS SQUIBB CO8.5K shares7.25%2025-12-312026-02-12 PHYS SPROTT ASSET MANAGEMENT LP13.6K shares4.79%2025-12-312026-02-12 MKL MARKEL GROUP INC208 sharesnew addition2025-12-312026-02-12 SBUX STARBUCKS CORP5.2K shares-8.50%2025-12-312026-02-12 SPGP INVESCO EXCHANGE TRADED FD T3.8K shares-4.44%2025-12-312026-02-12 ORCL ORACLE CORP2.2K shares0.23%2025-12-312026-02-12 TSM TAIWAN SEMICONDUCTOR MFG LTD1.4K shares25.88%2025-12-312026-02-12 IWP ISHARES TR3.1K sharesnew addition2025-12-312026-02-12 VNQ VANGUARD INDEX FDS4.7K shares-0.72%2025-12-312026-02-12 SGOV ISHARES TR4.1K sharesnew addition2025-12-312026-02-12 COF CAPITAL ONE FINL CORP1.7K shares43.34%2025-12-312026-02-12 LMT LOCKHEED MARTIN CORP854 shares-0.23%2025-12-312026-02-12 MXI ISHARES TR4.3K shares0.00%2025-12-312026-02-12 VTWV VANGUARD SCOTTSDALE FDS2.6K shares0.55%2025-12-312026-02-12 IWY ISHARES TR1.5K shares24.77%2025-12-312026-02-12 LINE LINEAGE INC11.6K sharesnew addition2025-12-312026-02-12 BDX BECTON DICKINSON & CO2.1K shares0.10%2025-12-312026-02-12 IQDG WISDOMTREE TR9.7K shares14.40%2025-12-312026-02-12 SUSB ISHARES TR15.9K shares6.67%2025-12-312026-02-12 GIS GENERAL MLS INC8.6K shares2.24%2025-12-312026-02-12 SYY SYSCO CORP5.4K shares-0.06%2025-12-312026-02-12 KMB KIMBERLY-CLARK CORP3.9K shares0.00%2025-12-312026-02-12 GE AEROSPACE GE AEROSPACE1.3K shares35.75%2025-12-312026-02-12 GLW CORNING INC4.4K shares12.65%2025-12-312026-02-12 VIG VANGUARD SPECIALIZED FUNDS1.8K shares16.02%2025-12-312026-02-12 RDVY FIRST TR EXCHANGE TRADED FD5.6K shares2.30%2025-12-312026-02-12 QQQM INVESCO EXCH TRADED FD TR II1.5K shares0.93%2025-12-312026-02-12 XLE SELECT SECTOR SPDR TR8.5K shares92.65%2025-12-312026-02-12 OWNS TIDAL TRUST III21.6K shares8.60%2025-12-312026-02-12 TSLX SIXTH STREET SPECIALTY LENDI17.3K shares-24.05%2025-12-312026-02-12 IGF ISHARES TR6.1K sharesnew addition2025-12-312026-02-12 VXF VANGUARD INDEX FDS1.7K shares0.12%2025-12-312026-02-12 SPHY SPDR SERIES TRUST15.4K shares-7.80%2025-12-312026-02-12 IOO ISHARES TR2.8K sharesnew addition2025-12-312026-02-12 IUSV ISHARES TR3.5K shares-4.20%2025-12-312026-02-12 BA BOEING CO1.6K shares3.79%2025-12-312026-02-12 UNH UNITEDHEALTH GROUP INC1.1K shares30.95%2025-12-312026-02-12 CSX CSX CORP9.5K shares5.41%2025-12-312026-02-12 LCTD BLACKROCK ETF TRUST6.2K shares-19.52%2025-12-312026-02-12 EFA ISHARES TR3.5K shares0.00%2025-12-312026-02-12 FGDL FRANKLIN TEMPLETON HOLDINGS5.8K shares0.57%2025-12-312026-02-12 IWM ISHARES TR1.4K shares-1.60%2025-12-312026-02-12 MMM 3M CO2.1K shares0.39%2025-12-312026-02-12 GRNB VANECK ETF TRUST13.6K shares9.73%2025-12-312026-02-12 T AT&T INC13.3K shares1.91%2025-12-312026-02-12 NKE NIKE INC5.1K shares0.39%2025-12-312026-02-12 CPNG COUPANG INC13.5K sharesnew addition2025-12-312026-02-12 SRE SEMPRA3.5K shares-11.84%2025-12-312026-02-12 ADBE ADOBE INC872 shares-13.32%2025-12-312026-02-12 NUMV NUSHARES ETF TR7.8K shares0.01%2025-12-312026-02-12 TROW PRICE T ROWE GROUP INC3.0K shares0.00%2025-12-312026-02-12 MGC VANGUARD WORLD FD1.2K shares-16.41%2025-12-312026-02-12 AMAT APPLIED MATLS INC1.2K shares17.24%2025-12-312026-02-12 VGT VANGUARD WORLD FD385 shares0.00%2025-12-312026-02-12 EMB ISHARES TR2.9K shares-0.37%2025-12-312026-02-12 ITOT ISHARES TR1.9K shares0.00%2025-12-312026-02-12 DLN WISDOMTREE TR3.1K shares0.00%2025-12-312026-02-12 CMI CUMMINS INC519 sharesnew addition2025-12-312026-02-12 VGIT VANGUARD SCOTTSDALE FDS4.4K sharesnew addition2025-12-312026-02-12 EFAV ISHARES TR3.0K shares21.16%2025-12-312026-02-12 ED CONSOLIDATED EDISON INC2.6K shares0.00%2025-12-312026-02-12 PSLV SPROTT ASSET MANAGEMENT LP10.8K sharesnew addition2025-12-312026-02-12 MA MASTERCARD INCORPORATED449 sharesnew addition2025-12-312026-02-12 DIS DISNEY WALT CO2.2K shares23.43%2025-12-312026-02-12 CEG CONSTELLATION ENERGY CORP713 shares0.00%2025-12-312026-02-12 IWD ISHARES TR1.2K sharesnew addition2025-12-312026-02-12 XLF SELECT SECTOR SPDR TR4.5K shares0.00%2025-12-312026-02-12 ARE ALEXANDRIA REAL ESTATE EQ IN4.8K shares-8.85%2025-12-312026-02-12 VIK VIKING HOLDINGS LTD3.2K shares-2.75%2025-12-312026-02-12 LHX L3HARRIS TECHNOLOGIES INC788 shares16.05%2025-12-312026-02-12 FLQM FRANKLIN TEMPLETON ETF TR4.1K shares-7.84%2025-12-312026-02-12 RTH VANECK ETF TRUST910 shares0.00%2025-12-312026-02-12 VTC VANGUARD SCOTTSDALE FDS2.9K shares0.00%2025-12-312026-02-12 QGRW WISDOMTREE TR3.9K sharesnew addition2025-12-312026-02-12 TLT ISHARES TR2.6K sharesnew addition2025-12-312026-02-12 GLD SPDR GOLD TR565 shares0.00%2025-12-312026-02-12 USB US BANCORP DEL4.2K shares-19.33%2025-12-312026-02-12 IXN ISHARES TR2.1K sharesnew addition2025-12-312026-02-12 CTVA CORTEVA INC3.3K shares0.00%2025-12-312026-02-12 WES WESTERN MIDSTREAM PARTNERS L5.5K shares0.00%2025-12-312026-02-12 MDLZ MONDELEZ INTL INC4.0K shares3.52%2025-12-312026-02-12 TGRW T ROWE PRICE ETF INC4.6K sharesnew addition2025-12-312026-02-12 URI UNITED RENTALS INC256 shares0.00%2025-12-312026-02-12 BLV VANGUARD BD INDEX FDS3.0K shares-2.05%2025-12-312026-02-12 TMUS T-MOBILE US INC1.0K shares6.53%2025-12-312026-02-12 SCHA SCHWAB STRATEGIC TR7.1K sharesnew addition2025-12-312026-02-12 ETV EATON VANCE TAX-MANAGED BUY-11.4K shares-4.87%2025-12-312026-02-12 PCT PURECYCLE TECHNOLOGIES INC17.1K sharesnew addition2025-12-312026-02-12 NCA NUVEEN CALIFORNIA MUNI VLU F13.2K shares0.00%2025-12-312026-02-12 DNN DENISON MINES CORP10.9K sharesnew addition2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available