Ifs Advisors, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $127 Million distributed in 188 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $53.1M, Ishares Trishares 0 3 Mnth Tre with a value of $19.7M, Vanguard Information Technolog with a value of $12.7M, Ishares Core Dividend Growth E with a value of $12.5M, and Ishares Core S&P Mid Cap ETF with a value of $6.93M.

Examining the 13F form we can see an increase of $953K in the current position value, from $126M to 127M.

Below you can find more details about Ifs Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $127 Million
ETFs: $123 Million
Technology: $831,000
Financial Services: $769,000
Industrials: $600,000
Consumer Cyclical: $393,000
Energy: $380,000
Healthcare: $373,000
Consumer Defensive: $356,000
Other: $572,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $127 Million
  • Prior Value $126 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 34 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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