Ifc Advisors LLC Reduced Holdings in Q3 2025

Ifc Advisors LLC

  • $546 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
-30.2K
- 13.87%
$362.31 - $405.74 $10.9M - $12.2M
187K $75.4B
PREF
Principal Spectrum Pfd Secs Ac

ETFs
-196K
- 6.96%
$18.86 - $19.16 $3.7M - $3.76M
2.62M $50.2B
JPM
Jpmorgan Chase & CO

Financial Services
-8.37K
- 22.99%
$282.78 - $316.06 $2.37M - $2.64M
28K $8.84B
VO
Vanguard Mid Cap ETF

ETFs
-12K
- 8.55%
$279.83 - $293.74 $3.37M - $3.53M
129K $37.8B
OWL
Blue Owl Capital Inc.

Financial Services
-2.86K
- 1.08%
$16.93 - $20.8 $48.4K - $59.4K
262K $4.43B
FCX
Freeport Mcmoran Inc

Basic Materials
-4.79K
- 4.99%
$35.34 - $47.21 $169K - $226K
91.1K $3.57B
V
Visa Inc.

Financial Services
-571
- 7.53%
$332.09 - $358.86 $190K - $205K
7.02K $2.39B
WRB
Berkley W R Corp

Financial Services
-3.87K
- 44.51%
$67.78 - $76.62 $262K - $296K
4.82K $369M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-15.7K
- 31.18%
$13.69 - $15.48 $215K - $243K
34.7K $475M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.35K
- 26.95%
$135.0 - $146.02 $317K - $343K
6.36K $926M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-943
- 38.54%
$196.15 - $217.83 $185K - $205K
1.5K $303M
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.03%
$915.95 - $994.57 $916 - $995
3.34K $3.1B
FISV
Fiserv Inc

Technology
-79
- 1.71%
N/A
4.54K $585M
AMZN
Amazon Com Inc

Consumer Cyclical
-812
- 1.91%
$211.65 - $238.24 $172K - $193K
41.7K $9.16B
HON
Honeywell International Inc

Industrials
-3
- 0.04%
$207.7 - $240.4 $623 - $721
7.58K $1.59B
NFLX
Netflix Inc

Communication Services
-39
- 4.53%
$1147.87 - $1297.18 $44.8K - $50.6K
822 $986M
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
-13.7K
- 30.87%
$12.41 - $13.11 $170K - $180K
30.7K $401M
KO
Coca Cola CO

Consumer Defensive
-782
- 3.24%
$65.67 - $71.67 $51.4K - $56K
23.4K $1.55B
LLY
Eli Lilly & CO

Healthcare
-81
- 1.7%
$625.65 - $812.69 $50.7K - $65.8K
4.69K $3.58B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-1.27K
- 33.77%
$121.46 - $130.92 $154K - $166K
2.49K $325M
ADBE
Adobe Inc.

Technology
-69
- 2.21%
$333.65 - $392.1 $23K - $27.1K
3.05K $1.07B
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
-9.24K
- 5.32%
$34.97 - $37.43 $323K - $346K
164K $6.11B
CI
Cigna Corp

Healthcare
-47
- 2.26%
$262.23 - $334.39 $12.3K - $15.7K
2.03K $586M
DUK
Duke Energy Corp

Utilities
-995
- 25.95%
$116.31 - $125.93 $116K - $125K
2.84K $351M
D
Dominion Energy, Inc

Utilities
-2K
- 36.68%
$56.32 - $62.1 $113K - $124K
3.45K $211M
ISRG
Intuitive Surgical Inc

Healthcare
-38
- 5.26%
$433.66 - $544.47 $16.5K - $20.7K
684 $306M
ZTS
Zoetis Inc.

Healthcare
-137
- 2.27%
$141.13 - $159.19 $19.3K - $21.8K
5.91K $864M
PGR
Progressive Corp

Financial Services
-98
- 3.63%
$238.61 - $264.3 $23.4K - $25.9K
2.6K $642M
IEFA
Ishares Tr

ETFs
-1.01K
- 20.78%
$81.7 - $87.53 $82.5K - $88.4K
3.85K $336M
KKR
Kkr & Co. Inc.

Financial Services
-88
- 0.59%
$129.95 - $152.16 $11.4K - $13.4K
14.8K $1.92B
CRM
Salesforce, Inc.

Technology
-16
- 1.15%
$231.66 - $273.65 $3.71K - $4.38K
1.38K $326M
STWD
Starwood Property Trust, Inc.

Real Estate
-847
- 2.34%
$19.37 - $20.97 $16.4K - $17.8K
35.4K $686M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-788
- 3.77%
$459.11 - $506.91 $362K - $399K
20.1K $10.1B
ABT
Abbott Laboratories

Healthcare
-113
- 0.97%
$120.51 - $136.62 $13.6K - $15.4K
11.6K $1.55B
MUB
Ishares National Muni Bond ETF

ETFs
-447
- 10.73%
$103.24 - $106.68 $46.1K - $47.7K
3.72K $396M
MCO
Moodys Corp

Financial Services
-40
- 8.66%
$472.69 - $521.32 $18.9K - $20.9K
422 $201M
DVY
Ishares Tr

ETFs
-1.46K
- 7.62%
$133.88 - $142.57 $195K - $208K
17.7K $2.51B
DLY
Double Line Yield Opportunities Fund

N/A
-728
- 2.61%
$15.08 - $15.65 $11K - $11.4K
27.2K $409M
NXPI
Nxp Semiconductors N.V.

Technology
-158
- 12.66%
$205.16 - $239.07 $32.4K - $37.8K
1.09K $248M
CRWD
Crowd Strike Holdings, Inc.

Technology
-4
- 0.39%
$412.46 - $514.1 $1.65K - $2.06K
1.01K $497M
VUG
Vanguard Growth ETF

ETFs
-426
- 9.58%
$433.97 - $484.08 $185K - $206K
4.02K $1.93B
HEIA
Heico Crp Cl A
-46
- 3.55%
N/A
1.25K $317M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-751
- 3.52%
$12.11 - $12.64 $9.09K - $9.49K
20.6K $255M
CMF
Ishares California Muni Bond E

ETFs
-775
- 3.21%
$55.16 - $57.13 $42.7K - $44.3K
23.4K $1.33B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-4
- 0.3%
$259.44 - $278.65 $1.04K - $1.11K
1.32K $343M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-527
- 5.01%
$42.43 - $45.05 $22.4K - $23.7K
10K $440M
FCN
Fti Consulting, Inc

Industrials
-27
- 1.92%
$157.99 - $174.18 $4.27K - $4.7K
1.38K $223M
IVE
Ishares S&P 500 Value ETF

ETFs
-89
- 6.86%
$194.44 - $206.51 $17.3K - $18.4K
1.21K $249M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-2.9K
- 4.36%
$8.55 - $9.1 $24.8K - $26.4K
63.6K $579M
Activity Summary
Buys All Purchases 54 New Holdings 7 Increased Positions 47 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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