Investor'S Fiduciary Advisor Network, LLC Portfolio Holdings

Investor'S Fiduciary Advisor Network, LLC

  • $261 Million
  • Q4 2024

Investor'S Fiduciary Advisor Network, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $261 Million distributed in 199 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $15.7M, Apple Inc. with a value of $15.4M, Schwab Strategic Tr Us Dividen with a value of $12.9M, Invesco Qqq Trust, Series 1 with a value of $9.41M, and Amazon Com Inc with a value of $5.65M.

Examining the 13F form we can see an increase of $261M in the current position value.

Investor'S Fiduciary Advisor Network, LLC is based out at Snoqualmie, WA

Below you can find more details about Investor'S Fiduciary Advisor Network, LLC portfolio as well as his latest detailed transactions.

Portfolio value $261 Million
ETFs: $131 Million
Technology: $43.4 Million
Healthcare: $14.7 Million
Financial Services: $11.1 Million
Real Estate: $11.1 Million
Consumer Cyclical: $9.85 Million
Industrials: $9.59 Million
Consumer Defensive: $6.97 Million
Other: $15.6 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.9 Million 4.94% of portfolio
472,547
Q4 2024 New
$0
$9.41 Million 3.6% of portfolio
18,408
Q4 2024 New
$0
$5.39 Million 2.06% of portfolio
58,990
Q4 2024 New
$0
$5.29 Million 2.02% of portfolio
29,694
Q4 2024 New
$0
$4.47 Million 1.71% of portfolio
35,027
Q4 2024 New
$0
$4.37 Million 1.67% of portfolio
43,880
Q4 2024 New
$0
$3.51 Million 1.34% of portfolio
61,239
Q4 2024 New
$0
$3.34 Million 1.28% of portfolio
38,018
Q4 2024 New
$0
$3.08 Million 1.18% of portfolio
44,745
Q4 2024 New
$0
$3 Million 1.15% of portfolio
46,880
Q4 2024 New
$0
$3.01 Million 1.15% of portfolio
27,316
Q4 2024 New
$0
$2.86 Million 1.09% of portfolio
10,816
Q4 2024 New
$0
$2.82 Million 1.08% of portfolio
12,142
Q4 2024 New
$0
$2.28 Million 0.87% of portfolio
51,753
Q4 2024 New
$0
$2.2 Million 0.84% of portfolio
11,102
Q4 2024 New
$0
$2.19 Million 0.84% of portfolio
5,340
Q4 2024 New
$0
$2.05 Million 0.79% of portfolio
20,208
Q4 2024 New
$0
$2.07 Million 0.79% of portfolio
45,742
Q4 2024 New
$0
$2.06 Million 0.79% of portfolio
17,425
Q4 2024 New
$0
$1.94 Million 0.74% of portfolio
32,519
Q4 2024 New
$0
$1.84 Million 0.71% of portfolio
81,115
Q4 2024 New
$0
$1.82 Million 0.69% of portfolio
39,091
Q4 2024 New
$0
$1.75 Million 0.67% of portfolio
10,330
Q4 2024 New
$0
$1.59 Million 0.61% of portfolio
31,084
Q4 2024 New
$0
$1.49 Million 0.57% of portfolio
37,081
Q4 2024 New
$0
$1.49 Million 0.57% of portfolio
25,857
Q4 2024 New
$0
$1.45 Million 0.56% of portfolio
33,289
Q4 2024 New
$0
$1.43 Million 0.55% of portfolio
22,121
Q4 2024 New
$0
$1.4 Million 0.54% of portfolio
24,843
Q4 2024 New
$0
$1.38 Million 0.53% of portfolio
10,684
Q4 2024 New
$0
$1.36 Million 0.52% of portfolio
14,840
Q4 2024 New
$0
$1.33 Million 0.51% of portfolio
58,647
Q4 2024 New
$0
$1.27 Million 0.48% of portfolio
13,069
Q4 2024 New
$0
$1.26 Million 0.48% of portfolio
17,584
Q4 2024 New
$0
$1.26 Million 0.48% of portfolio
4,973
Q4 2024 New
$0
$1.18 Million 0.45% of portfolio
22,535
Q4 2024 New
$0
$1.06 Million 0.41% of portfolio
17,335
Q4 2024 New
$0
$1.02 Million 0.39% of portfolio
1,742
Q4 2024 New
$0
$997,000 0.38% of portfolio
9,359
Q4 2024 New
$0
$938,000 0.36% of portfolio
28,108
Q4 2024 New
$0
$927,000 0.35% of portfolio
24,780
Q4 2024 New
$0
$901,000 0.34% of portfolio
3,752
Q4 2024 New
$0
$900,000 0.34% of portfolio
1,529
Q4 2024 New
$0
$896,000 0.34% of portfolio
4,760
Q4 2024 New
$0
$872,000 0.33% of portfolio
4,569
Q4 2024 New
$0
$870,000 0.33% of portfolio
5,455
Q4 2024 New
$0
$833,000 0.32% of portfolio
6,061
Q4 2024 New
$0
$797,000 0.31% of portfolio
2,753
Q4 2024 New
$0
$705,000 0.27% of portfolio
19,015
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 199
  • Current Value $261 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 199 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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