Ifs Advisors, LLC Top Holdings and 13F Report (2025) About Ifs Advisors, LLCInvestment ActivityIfs Advisors, LLC has $127.22 million in total holdings as of December 31, 2024.Ifs Advisors, LLC owns shares of 188 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 3.82% of the portfolio was purchased this quarter.About 1.69% of the portfolio was sold this quarter.This quarter, Ifs Advisors, LLC has purchased 157 new stocks and bought additional shares in 32 stocks.Ifs Advisors, LLC sold shares of 9 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $53,074,884iShares 0-3 Month Treasury Bond ETF $19,679,937Vanguard Information Technology ETF $12,747,870iShares Core Dividend Growth ETF $12,515,644iShares Core S&P Mid-Cap ETF $6,927,785 Largest New Holdings this Quarter Philip Morris International $60,175 HoldingGeneral Dynamics $52,698 HoldingEntergy $30,328 HoldingSchwab US Large-Cap ETF $30,282 HoldingLowe's Companies $24,680 Holding Largest Purchases this Quarter Schwab US Small-Cap ETF 123,139 shares (about $3.18M)Exxon Mobil 2,216 shares (about $238.37K)Berkshire Hathaway 429 shares (about $194.46K)Pfizer 3,277 shares (about $86.94K)Walmart 900 shares (about $81.31K) Largest Sales this Quarter iShares Core S&P 500 ETF 1,974 shares (about $1.16M)Vanguard Information Technology ETF 905 shares (about $562.74K)iShares Core S&P Mid-Cap ETF 2,854 shares (about $177.83K)iShares 0-3 Month Treasury Bond ETF 942 shares (about $94.50K)iShares Core S&P Small-Cap ETF 675 shares (about $77.77K) 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$53,074,884$1,162,056 ▼-2.1%90,15941.7%ETFSGOViShares 0-3 Month Treasury Bond ETF$19,679,937$94,502 ▼-0.5%196,17115.5%ETFVGTVanguard Information Technology ETF$12,747,870$562,744 ▼-4.2%20,50110.0%ETFDGROiShares Core Dividend Growth ETF$12,515,644$4,110 ▼0.0%204,0379.8%ETFIJHiShares Core S&P Mid-Cap ETF$6,927,785$177,834 ▼-2.5%111,1825.4%ETFIJRiShares Core S&P Small-Cap ETF$6,543,848$77,774 ▼-1.2%56,7945.1%ETFSCHASchwab US Small-Cap ETF$6,514,778$3,184,386 ▲95.6%251,9245.1%ETFVOVanguard Mid-Cap ETF$2,508,419$17,170 ▲0.7%9,4962.0%ETFIWBiShares Russell 1000 ETF$716,483$24,484 ▼-3.3%2,2240.6%ETFAAPLApple$500,070$56,621 ▲12.8%1,9960.4%Computer and TechnologyBRK.BBerkshire Hathaway$484,556$194,457 ▲67.0%1,0690.4%FinanceEPSWisdomTree U.S. LargeCap Fund$309,7540.0%5,0630.2%FinanceADPAutomatic Data Processing$260,8220.0%8910.2%Business ServicesXOMExxon Mobil$253,542$238,375 ▲1,571.6%2,3570.2%Oils/EnergyIWFiShares Russell 1000 Growth ETF$253,396$12,449 ▼-4.7%6310.2%ETFQQQInvesco QQQ$211,6490.0%4140.2%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$208,9200.0%4910.2%FinanceVOOVanguard S&P 500 ETF$168,108$4,310 ▼-2.5%3120.1%ETFVVisa$166,8690.0%5280.1%Business ServicesTSLATesla$150,6320.0%3730.1%Auto/Tires/TrucksNVDANVIDIA$142,347$20,815 ▲17.1%1,0600.1%Computer and TechnologyDEDeere & Company$106,3480.0%2510.1%Industrial ProductsPFEPfizer$97,975$86,939 ▲787.7%3,6930.1%MedicalSPHDInvesco S&P 500 High Dividend Low Volatility ETF$95,9910.0%1,9870.1%ETFABBVAbbVie$88,850$53,310 ▲150.0%5000.1%MedicalWMTWalmart$84,025$81,315 ▲3,000.0%9300.1%Retail/WholesaleAEPAmerican Electric Power$80,332$27,669 ▲52.5%8710.1%UtilitiesMRKMerck & Co., Inc.$79,285$19,896 ▲33.5%7970.1%MedicalPGProcter & Gamble$78,1070.0%4650.1%Consumer StaplesXELXcel Energy$78,053$13,504 ▲20.9%1,1560.1%UtilitiesTAT&T$75,819$56,209 ▲286.6%3,3290.1%Computer and TechnologyAMZNAmazon.com$75,689$71,301 ▲1,625.0%3450.1%Retail/WholesaleTPLTexas Pacific Land$72,9930.0%660.1%Oils/EnergyMMM3M$72,032$51,636 ▲253.2%5580.1%Multi-Sector ConglomeratesIWDiShares Russell 1000 Value ETF$70,9040.0%3830.1%ETFHDHome Depot$63,405$38,899 ▲158.7%1630.0%Retail/WholesaleMETAMeta Platforms$62,6490.0%1070.0%Computer and TechnologyPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$61,0530.0%4,7000.0%ManufacturingPMPhilip Morris International$60,175$60,175 ▲New Holding5000.0%Consumer StaplesGDGeneral Dynamics$52,698$52,698 ▲New Holding2000.0%AerospaceMOAltria Group$51,087$39,217 ▲330.4%9770.0%Consumer StaplesFLOTiShares Floating Rate Bond ETF$50,8800.0%1,0000.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$49,1880.0%6000.0%ManufacturingVZVerizon Communications$44,591$31,634 ▲244.1%1,1150.0%Computer and TechnologyBMYBristol-Myers Squibb$43,381$33,936 ▲359.3%7670.0%MedicalIBMInternational Business Machines$43,3060.0%1970.0%Computer and TechnologyMSFTMicrosoft$42,485$14,870 ▲53.8%1000.0%Computer and TechnologyFFord Motor$40,540$20,740 ▲104.8%4,0950.0%Auto/Tires/TrucksNFLXNetflix$38,3260.0%430.0%Consumer DiscretionaryETREntergy$30,328$30,328 ▲New Holding4000.0%UtilitiesSCHXSchwab US Large-Cap ETF$30,282$30,282 ▲New Holding1,3060.0%ETFSCHDSchwab US Dividend Equity ETF$29,450$19,096 ▲184.4%1,0780.0%ETFUPSUnited Parcel Service$27,237$19,041 ▲232.3%2160.0%TransportationCFFNCapitol Federal Financial$26,2520.0%4,4420.0%FinanceJNJJohnson & Johnson$24,874$14,462 ▲138.9%1720.0%MedicalLOWLowe's Companies$24,680$24,680 ▲New Holding1000.0%Retail/WholesaleDOWDOW$23,997$23,997 ▲New Holding5980.0%Basic MaterialsABTAbbott Laboratories$22,622$22,622 ▲New Holding2000.0%MedicalDUKDuke Energy$21,548$21,548 ▲New Holding2000.0%UtilitiesBIPBrookfield Infrastructure Partners$21,4580.0%6750.0%FinanceKHCKraft Heinz$21,036$12,284 ▲140.4%6850.0%Consumer StaplesKKRKKR & Co. Inc.$17,601$7,987 ▲83.1%1190.0%FinanceCOSTCostco Wholesale$17,4090.0%190.0%Retail/WholesaleSKTTanger$17,0650.0%5000.0%FinanceUNHUnitedHealth Group$17,0290.0%330.0%MedicalTRVTravelers Companies$16,6210.0%690.0%FinanceOKEONEOK$15,5620.0%1550.0%Oils/EnergyKOCoca-Cola$15,440$6,226 ▲67.6%2480.0%Consumer StaplesRTXRTX$15,275$11,572 ▲312.5%1320.0%AerospaceFDXFedEx$15,1910.0%540.0%TransportationSVXYProShares Short VIX Short-Term Futures ETF$14,9670.0%2990.0%ETFSPRSpirit AeroSystems$14,3130.0%4200.0%AerospaceTRMBTrimble$14,1320.0%2000.0%Industrial ProductsCVXChevron$14,049$10,573 ▲304.2%970.0%Oils/EnergyISHARES BITCOIN TRUST ETF$13,7930.0%2600.0%ETFSONYSony Group$12,484$9,987 ▲400.0%5900.0%Consumer DiscretionaryCRWDCrowdStrike$12,3170.0%360.0%Computer and TechnologyARKKARK Innovation ETF$12,0920.0%2130.0%ETFHEIHEICO$11,8870.0%500.0%AerospaceLYBLyondellBasell Industries$11,4370.0%1540.0%Basic MaterialsDISWalt Disney$11,3570.0%1020.0%Consumer DiscretionaryKNTKKinetik$11,342$11,342 ▲New Holding2000.0%Oils/EnergyUSOUnited States Oil Fund$11,3320.0%1500.0%ETFCYBRCyberArk Software$11,3270.0%340.0%Computer and TechnologyBACBank of America$10,9400.0%2480.0%FinanceIPInternational Paper$10,764$10,764 ▲New Holding2000.0%Basic MaterialsORLYO'Reilly Automotive$10,6720.0%90.0%Retail/WholesaleSBUXStarbucks$10,2200.0%1120.0%Retail/WholesaleCSXCSX$10,1650.0%3150.0%TransportationLUVSouthwest Airlines$9,9510.0%2960.0%TransportationAMDAdvanced Micro Devices$9,6630.0%800.0%Computer and TechnologyHSYHershey$9,6520.0%570.0%Consumer StaplesLANDGladstone Land$9,5040.0%8760.0%FinanceSCHQSchwab Long-Term U.S. Treasury ETF$9,429$9,429 ▲New Holding3000.0%ETFPPLPPL$9,3480.0%2880.0%UtilitiesLPLLG Display$9,332$9,332 ▲New Holding3,0400.0%Computer and TechnologySNOWSnowflake$8,955$8,955 ▲New Holding580.0%Computer and TechnologyADMArcher-Daniels-Midland$8,8410.0%1750.0%Consumer StaplesPORPortland General Electric$8,724$8,724 ▲New Holding2000.0%UtilitiesDELLDell Technologies$8,643$8,643 ▲New Holding750.0%Computer and TechnologyShowing 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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