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
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
15.7K
New
$23.29 - $23.93 $365K - $375K
15.7K $368K
MGC
Vanguard Mega Cap ETF

ETFs
1.68K
New
$204.21 - $220.18 $342K - $369K
1.68K $356K
VNQ
Vanguard Specialized Funds Van

ETFs
4K
New
$87.85 - $98.6 $351K - $394K
4K $356K
LMT
Lockheed Martin Corp

Industrials
727
New
$479.66 - $614.62 $349K - $447K
727 $353K
IBM
International Business Machines Corp

Technology
1.58K
New
$204.9 - $238.04 $324K - $377K
1.58K $348K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
4.5K
New
$75.65 - $83.47 $340K - $376K
4.5K $342K
Tidal Trust Iii
20.2K
New
N/A
20.2K $341K
XLE
Energy Sector Spdr

ETFs
3.95K
New
$83.32 - $97.27 $329K - $384K
3.95K $338K
VZ
Verizon Communications Inc

Communication Services
8.17K
New
$39.6 - $45.21 $323K - $369K
8.17K $326K
MXI
Ishares Global Materials ETF

ETFs
4.11K
New
$77.6 - $93.04 $319K - $383K
4.11K $319K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
5.83K
New
$54.15 - $58.81 $316K - $343K
5.83K $316K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
4.1K
New
$73.49 - $86.09 $302K - $353K
4.1K $316K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.61K
New
$172.07 - $207.36 $276K - $333K
1.61K $316K
DUK
Duke Energy Corp

Utilities
2.87K
New
$105.76 - $120.76 $304K - $347K
2.87K $309K
IWM
Ishares Russell 2000 ETF

ETFs
1.39K
New
$216.13 - $242.4 $299K - $336K
1.39K $306K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.26K
New
$216.72 - $244.71 $273K - $308K
1.26K $296K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
12.5K
New
$23.7 - $24.51 $296K - $306K
12.5K $295K
MMM
3 M CO

Industrials
2.26K
New
$124.74 - $137.12 $282K - $310K
2.26K $291K
CSX
Csx Corp

Industrials
9.01K
New
$31.58 - $36.88 $285K - $332K
9.01K $290K
IXJ
Ishares Global Healthcare ETF

ETFs
3.32K
New
$85.65 - $98.34 $284K - $326K
3.32K $285K
VIG
Vanguard Dividend Appreciation

ETFs
1.46K
New
N/A
1.46K $285K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.74K
New
$75.1 - $82.99 $281K - $310K
3.74K $282K
USB
Us Bancorp \De\

Financial Services
5.73K
New
$43.98 - $53.66 $252K - $307K
5.73K $274K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.26K
New
$198.04 - $221.51 $250K - $280K
1.26K $265K
BA
Boeing CO

Industrials
1.49K
New
$138.14 - $180.72 $205K - $269K
1.49K $263K
PHYS
Sprott Physical Gold Trust

Financial Services
12.4K
New
$19.66 - $21.66 $244K - $269K
12.4K $250K
DD
Du Pont De Nemours, Inc.

Basic Materials
3.27K
New
$75.95 - $88.05 $249K - $288K
3.27K $249K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.1K
New
$113.92 - $127.38 $239K - $267K
2.1K $241K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3.08K
New
$77.23 - $82.11 $238K - $253K
3.08K $239K
DIS
Walt Disney CO

Communication Services
2.14K
New
$92.39 - $117.6 $198K - $252K
2.14K $238K
ED
Consolidated Edison Inc

Utilities
2.61K
New
$88.87 - $107.38 $232K - $280K
2.61K $232K
PINS
Pinterest, Inc.

Communication Services
8K
New
$28.24 - $34.15 $226K - $273K
8K $232K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
428
New
$521.84 - $558.82 $223K - $239K
428 $230K
XLF
Financial Sector Spdr

ETFs
4.67K
New
$44.89 - $51.34 $209K - $240K
4.67K $225K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.76K
New
$59.25 - $72.99 $222K - $274K
3.76K $224K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.07K
New
$44.04 - $49.49 $223K - $251K
5.07K $223K
DFS
Discover Financial Services

Financial Services
1.26K
New
$136.3 - $182.67 $172K - $231K
1.26K $218K
EXI
Ishares Global Industrials ETF

ETFs
1.55K
New
$141.14 - $152.06 $218K - $235K
1.55K $218K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3.11K
New
$68.25 - $75.42 $212K - $235K
3.11K $212K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
4.57K
New
$44.2 - $49.46 $202K - $226K
4.57K $209K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
3.42K
New
$59.26 - $65.51 $202K - $224K
3.42K $206K
TMUS
T Mobile Us, Inc.

Communication Services
937
New
$206.1 - $246.94 $193K - $231K
937 $206K
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
910
New
$213.99 - $238.91 $195K - $217K
910 $204K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.55K
New
$80.13 - $83.77 $204K - $213K
2.55K $204K
URI
United Rentals, Inc.

Industrials
288
New
$704.44 - $880.32 $203K - $254K
288 $203K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
10.5K
New
$13.61 - $14.58 $143K - $153K
10.5K $151K
NCA
Nuveen California Municipal Value Fund

Financial Services
10.2K
New
$8.37 - $9.19 $85.2K - $93.5K
10.2K $85K
CLSD
Clearside Biomedical, Inc.

Healthcare
33.8K
New
$0.87 - $1.58 $29.4K - $53.4K
33.8K $32K
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
Track This Portfolio

Track Investor'S Fiduciary Advisor Network, LLC Portfolio

Follow Investor'S Fiduciary Advisor Network, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investor'S Fiduciary Advisor Network, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investor'S Fiduciary Advisor Network, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email