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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$111B
$353,000 0.14% of portfolio
727
Q4 2024 New
$234B
$374,000 0.14% of portfolio
4,954
Q4 2024 New
$0
$356,000 0.14% of portfolio
4,001
Q4 2024 New
$0
$356,000 0.14% of portfolio
1,677
Q4 2024 New
$234B
$348,000 0.13% of portfolio
1,583
Q4 2024 New
$0
$338,000 0.13% of portfolio
3,948
Q4 2024 New
Tidal Trust Iii
-
$341,000 0.13% of portfolio
-
Q4 2024 New
$0
$342,000 0.13% of portfolio
4,499
Q4 2024 New
$180B
$318,000 0.12% of portfolio
2,754
Q4 2024 New
$0
$319,000 0.12% of portfolio
4,113
Q4 2024 New
$172B
$326,000 0.12% of portfolio
8,167
Q4 2024 New
$0
$306,000 0.12% of portfolio
1,385
Q4 2024 New
$0
$316,000 0.12% of portfolio
5,827
Q4 2024 New
$1.06T
$316,000 0.12% of portfolio
1,605
Q4 2024 New
$0
$316,000 0.12% of portfolio
4,104
Q4 2024 New
$85.9B
$309,000 0.12% of portfolio
2,874
Q4 2024 New
$0
$285,000 0.11% of portfolio
1,458
Q4 2024 New
$0
$285,000 0.11% of portfolio
3,320
Q4 2024 New
$0
$282,000 0.11% of portfolio
3,741
Q4 2024 New
$0
$295,000 0.11% of portfolio
12,489
Q4 2024 New
$70.2B
$290,000 0.11% of portfolio
9,010
Q4 2024 New
$0
$296,000 0.11% of portfolio
1,259
Q4 2024 New
$110B
$263,000 0.1% of portfolio
1,486
Q4 2024 New
$41.7B
$249,000 0.1% of portfolio
3,273
Q4 2024 New
$0
$250,000 0.1% of portfolio
12,426
Q4 2024 New
$0
$265,000 0.1% of portfolio
1,264
Q4 2024 New
$70.9B
$274,000 0.1% of portfolio
5,729
Q4 2024 New
$83.4B
$224,000 0.09% of portfolio
3,755
Q4 2024 New
$0
$239,000 0.09% of portfolio
3,079
Q4 2024 New
$22.8B
$232,000 0.09% of portfolio
8,004
Q4 2024 New
$201B
$238,000 0.09% of portfolio
2,139
Q4 2024 New
$0
$225,000 0.09% of portfolio
4,665
Q4 2024 New
$33.7B
$232,000 0.09% of portfolio
2,605
Q4 2024 New
$0
$223,000 0.09% of portfolio
5,073
Q4 2024 New
$0
$241,000 0.09% of portfolio
2,100
Q4 2024 New
$0
$230,000 0.09% of portfolio
428
Q4 2024 New
$0
$218,000 0.08% of portfolio
1,546
Q4 2024 New
$337B
$206,000 0.08% of portfolio
937
Q4 2024 New
$53.5B
$218,000 0.08% of portfolio
1,264
Q4 2024 New
$0
$204,000 0.08% of portfolio
910
Q4 2024 New
$0
$212,000 0.08% of portfolio
3,111
Q4 2024 New
$0
$204,000 0.08% of portfolio
2,546
Q4 2024 New
$0
$209,000 0.08% of portfolio
4,570
Q4 2024 New
$0
$206,000 0.08% of portfolio
3,417
Q4 2024 New
$51.4B
$203,000 0.08% of portfolio
288
Q4 2024 New
$0
$151,000 0.06% of portfolio
10,495
Q4 2024 New
$0
$85,000 0.03% of portfolio
10,176
Q4 2024 New
$64.4M
$32,000 0.01% of portfolio
33,800
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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