Independent Order Of Foresters Top Holdings and 13F Report (2025) About Independent Order Of ForestersInvestment ActivityIndependent Order Of Foresters has $148.51 million in total holdings as of December 31, 2024.Independent Order Of Foresters owns shares of 2 different stocks, but just 2 companies or ETFs make up 80% of its holdings.Approximately 10.66% of the portfolio was purchased this quarter.About 29.50% of the portfolio was sold this quarter.This quarter, Independent Order Of Foresters has purchased 12 new stocks and bought additional shares in 1 stock.Independent Order Of Foresters sold shares of 1 stock and completely divested from 10 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $86,528,333Vanguard Total Stock Market ETF $61,980,216 Largest Purchases this Quarter iShares Core S&P Total U.S. Stock Market ETF 123,125 shares (about $15.84M) Largest Sales this Quarter Vanguard Total Stock Market ETF 29,437 shares (about $8.53M) Sector Allocation Over TimeMap of 500 Largest Holdings ofIndependent Order Of Foresters Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$86,528,333$15,836,337 ▲22.4%672,74458.3%ETFVTIVanguard Total Stock Market ETF$61,980,216$8,531,137 ▼-12.1%213,86541.7%ETFIEURiShares Core MSCI Europe ETF$0$13,573,681 ▼-100.0%00.0%ETFVGTVanguard Information Technology ETF$0$4,900,375 ▼-100.0%00.0%ETFIGFiShares Global Infrastructure ETF$0$4,583,714 ▼-100.0%00.0%ManufacturingVFHVanguard Financials ETF$0$2,334,269 ▼-100.0%00.0%ETFXLVHealth Care Select Sector SPDR Fund$0$2,312,610 ▼-100.0%00.0%ETFFCOMFidelity MSCI Communication Services Index ETF$0$1,982,164 ▼-100.0%00.0%ETFVPUVanguard Utilities ETF$0$1,808,554 ▼-100.0%00.0%ETFXLIIndustrial Select Sector SPDR Fund$0$1,638,282 ▼-100.0%00.0%ETFFSTAFidelity MSCI Consumer Staples Index ETF$0$1,321,480 ▼-100.0%00.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$0$821,517 ▼-100.0%00.0%FinanceShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
