Ifs Advisors, LLC Top Holdings and 13F Report (2025) About Ifs Advisors, LLCInvestment ActivityIfs Advisors, LLC has $123.16 million in total holdings as of March 31, 2025.Ifs Advisors, LLC owns shares of 199 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 1.53% of the portfolio was purchased this quarter.About 0.30% of the portfolio was sold this quarter.This quarter, Ifs Advisors, LLC has purchased 188 new stocks and bought additional shares in 34 stocks.Ifs Advisors, LLC sold shares of 9 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $50,541,223iShares 0-3 Month Treasury Bond ETF $20,606,991iShares Core Dividend Growth ETF $12,757,870Vanguard Information Technology ETF $10,939,715iShares Core S&P Mid-Cap ETF $6,494,008 Largest New Holdings this Quarter 14149Y108 - Cardinal Health $142,867 Holding46432F842 - iShares Core MSCI EAFE ETF $28,671 Holding11135F101 - Broadcom $16,743 Holding200525103 - Commerce Bancshares $12,134 Holding16411R208 - CHENIERE ENERGY INC COM NEW $10,181 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 8,527 shares (about $858.41K)iShares Core Dividend Growth ETF 2,467 shares (about $152.41K)Cardinal Health 1,037 shares (about $142.87K)Vanguard Mid-Cap ETF 517 shares (about $133.71K)Innovator Uncapped Accelerated U.S. Equity ETF 2,025 shares (about $75.62K) Largest Sales this Quarter Vanguard Information Technology ETF 332 shares (about $180.08K)iShares Core S&P 500 ETF 212 shares (about $119.12K)iShares Russell 1000 ETF 65 shares (about $19.94K)Vanguard S&P 500 ETF 23 shares (about $11.82K)iShares Russell 1000 Growth ETF 29 shares (about $10.47K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIfs Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$50,541,223$119,123 ▼-0.2%89,94741.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$20,606,991$858,415 ▲4.3%204,69816.7%ETFDGROiShares Core Dividend Growth ETF$12,757,870$152,412 ▲1.2%206,50410.4%ETFVGTVanguard Information Technology ETF$10,939,715$180,078 ▼-1.6%20,1698.9%ETFIJHiShares Core S&P Mid-Cap ETF$6,494,008$6,535 ▲0.1%111,2945.3%ETFSCHASchwab US Small-Cap ETF$5,975,111$72,516 ▲1.2%255,0194.9%ETFIJRiShares Core S&P Small-Cap ETF$5,943,218$4,183 ▲0.1%56,8344.8%ETFVOVanguard Mid-Cap ETF$2,589,706$133,714 ▲5.4%10,0132.1%ETFIWBiShares Russell 1000 ETF$662,251$19,938 ▼-2.9%2,1590.5%ETFBRK.BBerkshire Hathaway$642,291$72,963 ▲12.8%1,2060.5%FinanceAAPLApple$438,942$4,443 ▼-1.0%1,9760.4%Computer and TechnologyEPSWisdomTree U.S. LargeCap Fund$300,1340.0%5,0630.2%FinanceXOMExxon Mobil$288,643$8,325 ▲3.0%2,4270.2%EnergyADPAutomatic Data Processing$272,2270.0%8910.2%Business ServicesIWFiShares Russell 1000 Growth ETF$217,376$10,472 ▼-4.6%6020.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$206,1610.0%4910.2%FinanceQQQInvesco QQQ$194,1320.0%4140.2%FinanceVVisa$185,0420.0%5280.2%Business ServicesVOOVanguard S&P 500 ETF$148,519$11,820 ▼-7.4%2890.1%ETFCAHCardinal Health$142,867$142,867 ▲New Holding1,0370.1%MedicalTSLATesla$139,946$43,280 ▲44.8%5400.1%Auto/Tires/TrucksDEDeere & Company$117,8060.0%2510.1%IndustrialsNVDANVIDIA$117,483$2,601 ▲2.3%1,0840.1%Computer and TechnologyABBVAbbVie$104,7600.0%5000.1%MedicalPFEPfizer$101,005$7,425 ▲7.9%3,9860.1%MedicalSPHDInvesco S&P 500 High Dividend Low Volatility ETF$99,8070.0%1,9870.1%ETFAEPAmerican Electric Power$95,1740.0%8710.1%UtilitiesTAT&T$94,184$28 ▲0.0%3,3300.1%Computer and TechnologyTPLTexas Pacific Land$87,4490.0%660.1%EnergyXUSPInnovator Uncapped Accelerated U.S. Equity ETF$82,004$75,618 ▲1,184.2%2,1960.1%ETFMMM3M$81,9470.0%5580.1%Multi-Sector ConglomeratesXELXcel Energy$81,8330.0%1,1560.1%UtilitiesWMTWalmart$81,6440.0%9300.1%Retail/WholesalePGProcter & Gamble$79,3980.0%4650.1%Consumer StaplesPMPhilip Morris International$79,3650.0%5000.1%Consumer StaplesMRKMerck & Co., Inc.$78,629$7,091 ▲9.9%8760.1%MedicalIWDiShares Russell 1000 Value ETF$72,0650.0%3830.1%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$64,0610.0%4,7000.1%ManufacturingAMZNAmazon.com$63,927$1,712 ▼-2.6%3360.1%Retail/WholesaleMETAMeta Platforms$61,6700.0%1070.1%Computer and TechnologyHDHome Depot$59,7370.0%1630.0%Retail/WholesaleMOAltria Group$58,6390.0%9770.0%Consumer StaplesVZVerizon Communications$58,542$7,942 ▲15.7%1,2900.0%Computer and TechnologyMSFTMicrosoft$56,624$18,875 ▲50.0%1500.0%Computer and TechnologyGDGeneral Dynamics$54,5160.0%2000.0%AerospaceCRWDCrowdStrike$52,534$39,841 ▲313.9%1490.0%Computer and TechnologyFLOTiShares Floating Rate Bond ETF$51,0500.0%1,0000.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$49,6380.0%6000.0%ManufacturingNFLXNetflix$49,424$9,325 ▲23.3%530.0%Consumer DiscretionaryIBMInternational Business Machines$48,9860.0%1970.0%Computer and TechnologyFFord Motor$41,0720.0%4,0950.0%Auto/Tires/TrucksLOWLowe's Companies$37,316$13,994 ▲60.0%1600.0%Retail/WholesaleJNJJohnson & Johnson$36,816$8,292 ▲29.1%2220.0%MedicalBMYBristol-Myers Squibb$36,594$10,185 ▼-21.8%6000.0%MedicalCVXChevron$35,632$19,405 ▲119.6%2130.0%EnergyETREntergy$34,1960.0%4000.0%UtilitiesSCHDSchwab US Dividend Equity ETF$30,1400.0%1,0780.0%ETFUPSUnited Parcel Service$30,137$6,379 ▲26.9%2740.0%TransportationSCHXSchwab US Large-Cap ETF$28,934$88 ▲0.3%1,3100.0%ETFIEFAiShares Core MSCI EAFE ETF$28,671$28,671 ▲New Holding3790.0%ETFDOWDOW$27,412$6,530 ▲31.3%7850.0%Basic MaterialsABTAbbott Laboratories$26,5300.0%2000.0%MedicalCFFNCapitol Federal Financial$24,8750.0%4,4420.0%FinanceDUKDuke Energy$24,3940.0%2000.0%UtilitiesCSXCSX$22,690$13,420 ▲144.8%7710.0%TransportationKHCKraft Heinz$20,8440.0%6850.0%Consumer StaplesBIPBrookfield Infrastructure Partners$20,1080.0%6750.0%FinanceDISWalt Disney$19,641$9,574 ▲95.1%1990.0%Consumer DiscretionaryAMDAdvanced Micro Devices$18,493$10,274 ▲125.0%1800.0%Computer and TechnologyTRVTravelers Companies$18,2470.0%690.0%FinanceCOSTCostco Wholesale$17,9690.0%190.0%Retail/WholesaleKOCoca-Cola$17,7610.0%2480.0%Consumer StaplesUNHUnitedHealth Group$17,6320.0%330.0%MedicalRTXRTX$17,4840.0%1320.0%AerospaceSKTTanger$16,8950.0%5000.0%FinanceAVGOBroadcom$16,743$16,743 ▲New Holding1000.0%Computer and TechnologyOKEONEOK$15,3790.0%1550.0%EnergySONYSony Group$14,9800.0%5900.0%Consumer StaplesSPRSpirit AeroSystems$14,4730.0%4200.0%AerospaceCYBRCyberArk Software$13,858$2,366 ▲20.6%410.0%Computer and TechnologyKKRKKR & Co. Inc.$13,7570.0%1190.0%FinanceSVXYProShares Short VIX Short-Term Futures ETF$13,6820.0%2990.0%ETFHEIHEICO$13,3590.0%500.0%AerospaceFDXFedEx$13,1640.0%540.0%TransportationTRMBTrimble$13,1300.0%2000.0%IndustrialsORLYO'Reilly Automotive$12,8930.0%90.0%Retail/WholesaleISHARES BITCOIN TRUST ETF$12,1700.0%2600.0%ETFCBSHCommerce Bancshares$12,134$12,134 ▲New Holding1950.0%FinanceUSOUnited States Oil Fund$11,5990.0%1500.0%ETFSBUXStarbucks$10,9860.0%1120.0%Retail/WholesaleLYBLyondellBasell Industries$10,8410.0%1540.0%Basic MaterialsIPInternational Paper$10,6700.0%2000.0%Basic MaterialsPPLPPL$10,3990.0%2880.0%UtilitiesBACBank of America$10,397$42 ▲0.4%2490.0%FinanceKNTKKinetik$10,3880.0%2000.0%EnergyCHENIERE ENERGY INC COM NEW$10,181$10,181 ▲New Holding440.0%StockARKKARK Innovation ETF$10,1340.0%2130.0%ETFLUVSouthwest Airlines$9,9390.0%2960.0%TransportationSCHQSchwab Long-Term U.S. Treasury ETF$9,8280.0%3000.0%ETFHSYHershey$9,7480.0%570.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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