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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
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