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Investor's Fiduciary Advisor Network, LLC Top Holdings and 13F Report (2025)

About Investor's Fiduciary Advisor Network, LLC

Investment Activity

  • Investor's Fiduciary Advisor Network, LLC has $261.19 thousand in total holdings as of December 31, 2024.
  • Investor's Fiduciary Advisor Network, LLC owns shares of 199 different stocks, but just 81 companies or ETFs make up 80% of its holdings.

Largest Holdings

Microsoft
$15,681
Apple
$15,411
Amazon.com
$5,651

Sector Allocation

Map of 500 Largest Holdings ofInvestor's Fiduciary Advisor Network, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Microsoft Co. stock logo
MSFT
Microsoft
$15,68137,2046.0%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$15,41161,5415.9%Computer and Technology
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$12,909472,5474.9%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$9,41018,4083.6%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,65125,7602.2%Retail/Wholesale
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$5,39358,9902.1%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$5,28729,6942.0%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$4,46935,0271.7%ETF
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$4,36843,8801.7%ETF
Realty Income Co. stock logo
O
Realty Income
$4,30780,6421.6%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$3,70110,2051.4%Industrial Products
Visa Inc. stock logo
V
Visa
$3,68411,6601.4%Business Services
Broadcom Inc. stock logo
AVGO
Broadcom
$3,66915,8291.4%Computer and Technology
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$3,64434,6751.4%Business Services
JPMorgan US Quality Factor ETF stock logo
JQUA
JPMorgan US Quality Factor ETF
$3,50761,2391.3%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$3,39634,1461.3%Medical
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$3,34138,0181.3%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$3,08444,7451.2%ETF
iShares MSCI KLD 400 Social ETF stock logo
DSI
iShares MSCI KLD 400 Social ETF
$3,01127,3161.2%ETF
BlackRock U.S. Carbon Transition Readiness ETF stock logo
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
$3,00246,8801.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$2,98015,6521.1%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$2,85610,8161.1%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$2,82312,1421.1%ETF
NNN REIT, Inc. stock logo
NNN
NNN REIT
$2,67965,5821.0%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,4823,2161.0%Medical
The Ensign Group, Inc. stock logo
ENSG
The Ensign Group
$2,46418,5480.9%Medical
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,46418,3540.9%Computer and Technology
Pacer US Small Cap Cash Cows 100 ETF stock logo
CALF
Pacer US Small Cap Cash Cows 100 ETF
$2,27751,7530.9%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$2,20011,1020.8%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,1915,3400.8%ETF
iShares ESG Advanced MSCI USA ETF stock logo
USXF
iShares ESG Advanced MSCI USA ETF
$2,15143,2740.8%Manufacturing
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$2,06745,7420.8%Manufacturing
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$2,05717,4250.8%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$2,05120,2080.8%ETF
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$1,94332,5190.7%Manufacturing
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,8512,0200.7%Retail/Wholesale
iShares ESG Aware USD Corporate Bond ETF stock logo
SUSC
iShares ESG Aware USD Corporate Bond ETF
$1,84281,1150.7%Manufacturing
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$1,81539,0910.7%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,74810,3300.7%ETF
Chevron Co. stock logo
CVX
Chevron
$1,72111,8850.7%Oils/Energy
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$1,59331,0840.6%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,59014,7890.6%Oils/Energy
First Trust Morningstar Dividend Leaders Index stock logo
FDL
First Trust Morningstar Dividend Leaders Index
$1,49237,0810.6%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$1,48725,8570.6%ETF
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$1,45233,2890.6%ETF
Blackstone Inc. stock logo
BX
Blackstone
$1,4468,3870.6%Finance
iShares ESG Advanced MSCI EAFE ETF stock logo
DMXF
iShares ESG Advanced MSCI EAFE ETF
$1,42922,1210.5%Manufacturing
Deere & Company stock logo
DE
Deere & Company
$1,4063,3190.5%Industrial Products
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$1,40024,8430.5%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$1,37610,6840.5%Manufacturing
The Home Depot, Inc. stock logo
HD
Home Depot
$1,3613,5010.5%Retail/Wholesale
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$1,36014,8400.5%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,3387,9810.5%Consumer Staples
The Southern Company stock logo
SO
Southern
$1,33716,2510.5%Utilities
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$1,33158,6470.5%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$1,26513,0690.5%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,26417,5840.5%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$1,2614,9730.5%ETF
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$1,21916,4810.5%Finance
BROOKFIELD INFRASTRUCTURE CO
$1,19929,9880.5%COM SUB VTG A
Danaher Co. stock logo
DHR
Danaher
$1,1975,2170.5%Medical
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$1,18222,5350.5%ETF
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$1,14636,5450.4%Oils/Energy
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,1019,1150.4%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,06317,9600.4%Computer and Technology
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$1,06317,3350.4%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,0201,7420.4%Finance
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$9979,3590.4%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$9846,8060.4%Medical
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$93828,1080.4%Manufacturing
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$92724,7800.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$9053,7800.3%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$9013,7520.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$9001,5290.3%ETF
First Trust NASDAQ 100 Technology Index Fund stock logo
QTEC
First Trust NASDAQ 100 Technology Index Fund
$8964,7600.3%Manufacturing
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$8724,5690.3%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$8705,4550.3%Manufacturing
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$8653,5050.3%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$8584,8330.3%Medical
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$8336,0610.3%ETF
Workiva Inc. stock logo
WK
Workiva
$8277,5600.3%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$8021,3700.3%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$8025,2800.3%Consumer Staples
Netflix, Inc. stock logo
NFLX
Netflix
$8018990.3%Consumer Discretionary
BLACKROCK INC
$8007800.3%COM
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$7972,7530.3%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$7563,7500.3%Business Services
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$7465,9210.3%Transportation
Amgen Inc. stock logo
AMGN
Amgen
$7352,8210.3%Medical
Shell plc stock logo
SHEL
Shell
$72811,6350.3%Oils/Energy
Adobe Inc. stock logo
ADBE
Adobe
$7251,6320.3%Computer and Technology
The Coca-Cola Company stock logo
KO
Coca-Cola
$70611,3400.3%Consumer Staples
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$70519,0150.3%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$67412,1670.3%Manufacturing
Union Pacific Co. stock logo
UNP
Union Pacific
$6672,9280.3%Transportation
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$6669,4880.3%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$66425,0660.3%Medical
Bank of America Co. stock logo
BAC
Bank of America
$64714,7440.2%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$6329,0040.2%Finance
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$6304,5260.2%Manufacturing

Showing largest 100 holdings. View all holdings.
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