Investor'S Fiduciary Advisor Network, LLC New Holdings in Q4 2024

Investor'S Fiduciary Advisor Network, LLC

  • $261 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
37.2K
New
$406.35 - $454.46 $15.1M - $16.9M
37.2K $15.7M
AAPL
Apple Inc.

Technology
61.5K
New
$221.69 - $259.02 $13.6M - $15.9M
61.5K $15.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
473K
New
$26.93 - $84.95 $12.7M - $40.1M
473K $12.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
18.4K
New
$481.22 - $538.17 $8.86M - $9.91M
18.4K $9.41M
AMZN
Amazon Com Inc

Consumer Cyclical
25.8K
New
$180.88 - $232.93 $4.66M - $6M
25.8K $5.65M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
59K
New
$91.29 - $91.8 $5.39M - $5.42M
59K $5.39M
QUAL
Ishares Msci Usa Quality Facto

ETFs
29.7K
New
$176.42 - $186.91 $5.24M - $5.55M
29.7K $5.29M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
35K
New
$126.68 - $134.74 $4.44M - $4.72M
35K $4.47M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
43.9K
New
$99.2 - $108.47 $4.35M - $4.76M
43.9K $4.37M
O
Realty Income Corp

Real Estate
80.6K
New
$51.76 - $64.71 $4.17M - $5.22M
80.6K $4.31M
V
Visa Inc.

Financial Services
11.7K
New
$273.87 - $320.91 $3.19M - $3.74M
11.7K $3.68M
AVGO
Broadcom Inc.

Technology
15.8K
New
$159.67 - $250.0 $2.53M - $3.96M
15.8K $3.67M
IRM
Iron Mountain Inc

Real Estate
34.7K
New
$101.62 - $128.14 $3.52M - $4.44M
34.7K $3.64M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
61.2K
New
$55.86 - $60.21 $3.42M - $3.69M
61.2K $3.51M
MRK
Merck & Co., Inc.

Healthcare
34.1K
New
$96.31 - $114.76 $3.29M - $3.92M
34.1K $3.4M
SPYG
Spdr Portfolio

ETFs
38K
New
$81.74 - $91.38 $3.11M - $3.47M
38K $3.34M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
44.7K
New
$66.77 - $71.52 $2.99M - $3.2M
44.7K $3.08M
DSI
Ishares Msci Kld 400 Social Et

ETFs
27.3K
New
$107.41 - $115.71 $2.93M - $3.16M
27.3K $3.01M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
46.9K
New
$62.07 - $66.61 $2.91M - $3.12M
46.9K $3M
GOOG
Alphabet Inc.

Communication Services
15.7K
New
$163.08 - $198.16 $2.55M - $3.1M
15.7K $2.98M
VO
Vanguard Mid Cap ETF

ETFs
10.8K
New
$261.5 - $284.63 $2.83M - $3.08M
10.8K $2.86M
XLK
Technology Sector Spdr

ETFs
12.1K
New
$220.26 - $241.44 $2.67M - $2.93M
12.1K $2.82M
NNN
National Retail Properties, Inc.

Real Estate
65.6K
New
$39.77 - $49.34 $2.61M - $3.24M
65.6K $2.68M
LLY
Eli Lilly & CO

Healthcare
3.22K
New
$727.2 - $932.06 $2.34M - $3M
3.22K $2.48M
ENSG
Ensign Group, Inc

Healthcare
18.5K
New
$132.78 - $156.91 $2.46M - $2.91M
18.5K $2.46M
NVDA
Nvidia Corp

Technology
18.4K
New
$117.0 - $148.88 $2.15M - $2.73M
18.4K $2.46M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
51.8K
New
$43.84 - $48.76 $2.27M - $2.52M
51.8K $2.28M
VBR
Vanguard Small Cap Value ETF

ETFs
11.1K
New
$197.36 - $217.3 $2.19M - $2.41M
11.1K $2.2M
VUG
Vanguard Growth ETF

ETFs
5.34K
New
$378.79 - $428.11 $2.02M - $2.29M
5.34K $2.19M
USXF
Ishares Esg Advanced Msci Usa

Technology
43.3K
New
$48.45 - $52.57 $2.1M - $2.27M
43.3K $2.15M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
45.7K
New
$45.07 - $47.1 $2.06M - $2.15M
45.7K $2.07M
VFH
Vanguard Financial ETF

ETFs
17.4K
New
$108.87 - $126.2 $1.9M - $2.2M
17.4K $2.06M
IVW
Ishares S&P 500 Growth ETF

ETFs
20.2K
New
$94.43 - $105.47 $1.91M - $2.13M
20.2K $2.05M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
32.5K
New
$59.74 - $60.03 $1.94M - $1.95M
32.5K $1.94M
COST
Costco Wholesale Corp

Consumer Defensive
2.02K
New
$873.59 - $994.69 $1.76M - $2.01M
2.02K $1.85M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
81.1K
New
$22.65 - $23.8 $1.84M - $1.93M
81.1K $1.84M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
39.1K
New
$46.33 - $48.6 $1.81M - $1.9M
39.1K $1.82M
VTV
Vanguard Value ETF

ETFs
10.3K
New
$168.32 - $181.87 $1.74M - $1.88M
10.3K $1.75M
CVX
Chevron Corp

Energy
11.9K
New
$141.15 - $162.53 $1.68M - $1.93M
11.9K $1.72M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
31.1K
New
$49.03 - $53.35 $1.52M - $1.66M
31.1K $1.59M
XOM
Exxon Mobil Corp

Energy
14.8K
New
$105.51 - $125.37 $1.56M - $1.85M
14.8K $1.59M
FDL
First Tr Morningstar Dividend

ETFs
37.1K
New
$39.59 - $43.95 $1.47M - $1.63M
37.1K $1.49M
JEPI
J P Morgan Exchange Traded Fd

ETFs
25.9K
New
$57.53 - $60.83 $1.49M - $1.57M
25.9K $1.49M
FVD
First Tr Value Line Divid Inde

ETFs
33.3K
New
$43.4 - $46.7 $1.44M - $1.55M
33.3K $1.45M
BX
Blackstone Inc.

Financial Services
8.39K
New
$148.45 - $199.05 $1.25M - $1.67M
8.39K $1.45M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
22.1K
New
$64.62 - $71.43 $1.43M - $1.58M
22.1K $1.43M
DE
Deere & CO

Industrials
3.32K
New
$389.45 - $466.0 $1.29M - $1.55M
3.32K $1.41M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
24.8K
New
$53.94 - $58.15 $1.34M - $1.44M
24.8K $1.4M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
10.7K
New
$124.61 - $133.96 $1.33M - $1.43M
10.7K $1.38M
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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