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
HD
Home Depot, Inc.

Consumer Cyclical
3.5K
New
$385.02 - $431.37 $1.35M - $1.51M
3.5K $1.36M
MBB
Ishares Tr

ETFs
14.8K
New
$91.26 - $95.82 $1.35M - $1.42M
14.8K $1.36M
PG
Procter & Gamble CO

Consumer Defensive
7.98K
New
$161.05 - $179.7 $1.29M - $1.43M
7.98K $1.34M
SO
Southern CO

Utilities
16.3K
New
$81.5 - $94.15 $1.32M - $1.53M
16.3K $1.34M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
58.6K
New
$22.63 - $47.53 $1.33M - $2.79M
58.6K $1.33M
EFG
Msci Eafe Growth ETF

ETFs
13.1K
New
$96.83 - $106.88 $1.27M - $1.4M
13.1K $1.27M
BND
Vanguard Bd Index Fd Inc Total

ETFs
17.6K
New
$71.75 - $75.11 $1.26M - $1.32M
17.6K $1.26M
VHT
Vanguard Health Care ETF

ETFs
4.97K
New
$250.81 - $283.3 $1.25M - $1.41M
4.97K $1.26M
SCHW
Schwab Charles Corp

Financial Services
16.5K
New
$63.31 - $82.85 $1.04M - $1.37M
16.5K $1.22M
Brookfield Infrastructure CO
30K
New
N/A
30K $1.2M
EFV
Msci Eafe Value ETF

ETFs
22.5K
New
$51.78 - $57.15 $1.17M - $1.29M
22.5K $1.18M
EPD
Enterprise Products Partners L.P.

Energy
36.5K
New
$28.66 - $34.43 $1.05M - $1.26M
36.5K $1.15M
AMD
Advanced Micro Devices Inc

Technology
9.12K
New
$118.88 - $172.8 $1.08M - $1.58M
9.12K $1.1M
CSCO
Cisco Systems, Inc.

Technology
18K
New
$52.45 - $60.02 $942K - $1.08M
18K $1.06M
DGRO
Ishares Core Dividend Growth E

ETFs
17.3K
New
$60.73 - $64.94 $1.05M - $1.13M
17.3K $1.06M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.74K
New
$567.81 - $607.81 $989K - $1.06M
1.74K $1.02M
MUB
Ishares National Muni Bond ETF

ETFs
9.36K
New
$105.78 - $108.7 $990K - $1.02M
9.36K $997K
JNJ
Johnson & Johnson

Healthcare
6.81K
New
$143.34 - $165.86 $976K - $1.13M
6.81K $984K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
28.1K
New
$33.39 - $37.66 $939K - $1.06M
28.1K $938K
RYT
Invesco S&P 500 Equal Weight T

ETFs
24.8K
New
N/A
24.8K $927K
JPM
Jpmorgan Chase & CO

Financial Services
3.78K
New
$205.18 - $250.29 $776K - $946K
3.78K $905K
VB
Vanguard Small Cap ETF

ETFs
3.75K
New
$233.76 - $261.58 $877K - $981K
3.75K $901K
IVV
Ishares Core S&P 500 ETF

ETFs
1.53K
New
$570.51 - $610.59 $872K - $934K
1.53K $900K
QTEC
First Trust Nasdaq 100 Technol

ETFs
4.76K
New
$185.87 - $204.12 $885K - $972K
4.76K $896K
IVE
Ishares S&P 500 Value ETF

ETFs
4.57K
New
$189.5 - $206.17 $866K - $942K
4.57K $872K
IYW
Ishares Dj Us Tech ETF

ETFs
5.46K
New
$148.14 - $166.23 $808K - $907K
5.46K $870K
LOW
Lowes Companies Inc

Consumer Cyclical
3.51K
New
$244.52 - $284.07 $857K - $996K
3.51K $865K
ABBV
Abb Vie Inc.

Healthcare
4.83K
New
$164.99 - $203.87 $797K - $985K
4.83K $858K
XLV
Select Sector Spdr Fund Health

ETFs
6.06K
New
$136.28 - $154.74 $826K - $938K
6.06K $833K
WK
Workiva Inc

Technology
7.56K
New
$76.11 - $114.78 $575K - $868K
7.56K $827K
META
Meta Platforms, Inc.

Communication Services
1.37K
New
$554.08 - $632.68 $759K - $867K
1.37K $802K
PEP
Pepsico Inc

Consumer Defensive
5.28K
New
$151.29 - $176.1 $799K - $930K
5.28K $802K
NFLX
Netflix Inc

Communication Services
899
New
$687.65 - $936.56 $618K - $842K
899 $801K
Blackrock Inc
780
New
N/A
780 $800K
VTI
Vanguard Total Stock Market Et

ETFs
2.75K
New
$280.04 - $302.45 $771K - $833K
2.75K $797K
WM
Waste Management Inc

Industrials
3.75K
New
$201.79 - $228.46 $757K - $857K
3.75K $756K
UPS
United Parcel Service Inc

Industrials
5.92K
New
$122.65 - $138.35 $726K - $819K
5.92K $746K
AMGN
Amgen Inc

Healthcare
2.82K
New
$258.78 - $328.31 $730K - $926K
2.82K $735K
SHEL
Shell PLC

Energy
11.6K
New
$60.63 - $70.23 $705K - $817K
11.6K $728K
ADBE
Adobe Inc.

Technology
1.63K
New
$437.39 - $552.96 $714K - $902K
1.63K $725K
KO
Coca Cola CO

Consumer Defensive
11.3K
New
$61.74 - $71.71 $700K - $813K
11.3K $706K
IQLT
Ishares Msci Intl Quality Fact

ETFs
19K
New
$37.12 - $41.23 $706K - $784K
19K $705K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
12.2K
New
$55.45 - $61.08 $675K - $743K
12.2K $674K
UNP
Union Pacific Corp

Industrials
2.93K
New
$223.15 - $249.32 $653K - $730K
2.93K $667K
IEFA
Ishares Tr

ETFs
9.49K
New
$70.06 - $77.43 $665K - $735K
9.49K $666K
PFE
Pfizer Inc

Healthcare
25.1K
New
$24.8 - $30.19 $622K - $757K
25.1K $664K
BAC
Bank Of America Corp

Financial Services
14.7K
New
$39.22 - $47.77 $578K - $704K
14.7K $647K
WFC
Wells Fargo & Company

Financial Services
9K
New
$54.98 - $77.35 $495K - $696K
9K $632K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4.53K
New
$129.96 - $144.97 $588K - $656K
4.53K $630K
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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