Investor'S Fiduciary Advisor Network, LLC Purchases in Q4 2024

Investor'S Fiduciary Advisor Network, LLC

  • $261 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
26.4K
New
$22.39 - $23.45 $590K - $618K
26.4K $605K
VPU
Vanguard Utilities ETF

ETFs
3.7K
New
$160.52 - $179.11 $595K - $663K
3.7K $605K
MS
Morgan Stanley

Financial Services
4.8K
New
$104.42 - $134.99 $501K - $647K
4.8K $602K
SBUX
Starbucks Corp

Consumer Cyclical
6.6K
New
$87.44 - $102.5 $577K - $676K
6.6K $601K
GOOGL
Alphabet Inc.

Communication Services
3.14K
New
$161.86 - $196.66 $508K - $617K
3.14K $593K
HON
Honeywell International Inc

Industrials
2.62K
New
$202.84 - $236.0 $532K - $619K
2.62K $592K
FANG
Diamondback Energy, Inc.

Energy
3.49K
New
$153.06 - $199.5 $533K - $695K
3.49K $570K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
5.38K
New
$103.6 - $112.52 $558K - $606K
5.38K $564K
GIS
General Mills Inc

Consumer Defensive
8.83K
New
$62.78 - $74.62 $554K - $659K
8.83K $563K
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.44K
New
$87.1 - $98.49 $561K - $635K
6.44K $562K
SLB
Schlumberger Limited

Energy
14.5K
New
$36.83 - $45.59 $533K - $659K
14.5K $554K
MCD
Mcdonalds Corp

Consumer Cyclical
1.91K
New
$288.47 - $316.54 $550K - $604K
1.91K $553K
VTWV
Vanguard Russell 2000 Value Et

ETFs
3.82K
New
$143.69 - $159.92 $548K - $610K
3.82K $551K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.81K
New
$61.68 - $67.87 $544K - $598K
8.81K $549K
ALL
Allstate Corp

Financial Services
2.82K
New
$181.25 - $208.2 $510K - $586K
2.82K $542K
WMT
Walmart Inc.

Consumer Defensive
5.98K
New
$79.1 - $95.7 $473K - $572K
5.98K $539K
EMLP
First Tr Exchange Traded Iv

ETFs
15.1K
New
$33.69 - $38.24 $509K - $578K
15.1K $538K
XLC
Select Sector Spdr Tr Communic

ETFs
5.54K
New
$89.66 - $102.16 $497K - $566K
5.54K $536K
KMB
Kimberly Clark Corp

Consumer Defensive
3.99K
New
$130.37 - $146.09 $520K - $582K
3.99K $522K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.17K
New
$100.22 - $100.73 $518K - $521K
5.17K $519K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
6.47K
New
$79.93 - $88.06 $517K - $569K
6.47K $517K
FDVV
Fidelity High Dividend ETF

ETFs
10.1K
New
$49.66 - $52.63 $500K - $530K
10.1K $502K
IEMG
Ishares Inc

ETFs
9.55K
New
N/A
9.55K $498K
T
At&T Inc.

Communication Services
21.8K
New
$21.22 - $23.88 $464K - $522K
21.8K $497K
Brookfield Renewable Corp
17.7K
New
N/A
17.7K $489K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
5.7K
New
$81.6 - $90.89 $465K - $518K
5.7K $489K
LCTD
Blackrock ETF World Ex Us Carb
11.2K
New
N/A
11.2K $487K
SCHX
Schwab Strategic Tr Us Large C

ETFs
21K
New
$22.4 - $68.28 $469K - $1.43M
21K $485K
SYK
Stryker Corp

Healthcare
1.34K
New
$345.14 - $392.15 $464K - $527K
1.34K $483K
UNH
Unitedhealth Group Inc

Healthcare
946
New
$485.52 - $625.25 $459K - $591K
946 $478K
BDX
Becton Dickinson & CO

Healthcare
2.09K
New
$220.02 - $243.75 $459K - $509K
2.09K $473K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
11.9K
New
$38.96 - $43.28 $465K - $516K
11.9K $469K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
4.76K
New
$97.29 - $122.68 $463K - $584K
4.76K $464K
BMY
Bristol Myers Squibb CO

Healthcare
8.2K
New
$51.92 - $59.94 $426K - $492K
8.2K $463K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4.87K
New
$89.97 - $98.59 $438K - $480K
4.87K $462K
ORCL
Oracle Corp

Technology
2.75K
New
$165.41 - $192.43 $456K - $530K
2.75K $458K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
18.4K
New
$24.61 - $25.12 $454K - $463K
18.4K $455K
Blackrock ETF Trust Ii
8.72K
New
N/A
8.72K $453K
AXP
American Express CO

Financial Services
1.53K
New
$267.35 - $305.57 $408K - $466K
1.53K $452K
SRE
Sempra Energy

Utilities
5.16K
New
$80.81 - $94.77 $417K - $489K
5.16K $452K
TSLA
Tesla, Inc.

Consumer Cyclical
1.09K
New
$213.65 - $479.86 $233K - $523K
1.09K $440K
INTC
Intel Corp

Technology
21.9K
New
$19.07 - $26.23 $417K - $573K
21.9K $438K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.62K
New
$91.94 - $100.02 $424K - $462K
4.62K $427K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
6.67K
New
$63.27 - $70.31 $422K - $469K
6.67K $423K
SYY
Sysco Corp

Consumer Defensive
5.51K
New
$73.63 - $81.77 $406K - $450K
5.51K $421K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
6.23K
New
$65.67 - $69.79 $409K - $435K
6.23K $417K
EUSB
Ishares Tr Esg Advanced Total

Technology
9.63K
New
$42.39 - $44.29 $408K - $427K
9.63K $409K
NKE
Nike, Inc.

Consumer Cyclical
5.07K
New
$73.36 - $89.13 $372K - $452K
5.07K $383K
PLTR
Palantir Technologies Inc.

Technology
4.95K
New
$36.46 - $82.38 $181K - $408K
4.95K $374K
Activity Summary
Buys All Purchases 199 New Holdings 199 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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