Investor's Fiduciary Advisor Network, LLC Top Holdings and 13F Report (2025) About Investor's Fiduciary Advisor Network, LLCInvestment ActivityInvestor'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 $15,681Apple $15,411Schwab US Dividend Equity ETF $12,909Invesco QQQ $9,410Amazon.com $5,651 Sector AllocationMap of 500 Largest Holdings ofInvestor's Fiduciary Advisor Network, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorMSFTMicrosoft$15,68137,2046.0%Computer and TechnologyAAPLApple$15,41161,5415.9%Computer and TechnologySCHDSchwab US Dividend Equity ETF$12,909472,5474.9%ETFQQQInvesco QQQ$9,41018,4083.6%FinanceAMZNAmazon.com$5,65125,7602.2%Retail/WholesaleBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$5,39358,9902.1%ETFQUALiShares MSCI USA Quality Factor ETF$5,28729,6942.0%ETFVYMVanguard High Dividend Yield ETF$4,46935,0271.7%ETFNOBLProShares S&P 500 Aristocrats ETF$4,36843,8801.7%ETFORealty Income$4,30780,6421.6%FinanceCATCaterpillar$3,70110,2051.4%Industrial ProductsVVisa$3,68411,6601.4%Business ServicesAVGOBroadcom$3,66915,8291.4%Computer and TechnologyIRMIron Mountain$3,64434,6751.4%Business ServicesJQUAJPMorgan US Quality Factor ETF$3,50761,2391.3%ETFMRKMerck & Co., Inc.$3,39634,1461.3%MedicalSPYGSPDR Portfolio S&P 500 Growth ETF$3,34138,0181.3%ETFSPLGSPDR Portfolio S&P 500 ETF$3,08444,7451.2%ETFDSIiShares MSCI KLD 400 Social ETF$3,01127,3161.2%ETFLCTUBlackRock U.S. Carbon Transition Readiness ETF$3,00246,8801.1%ETFGOOGAlphabet$2,98015,6521.1%Computer and TechnologyVOVanguard Mid-Cap ETF$2,85610,8161.1%ETFXLKTechnology Select Sector SPDR Fund$2,82312,1421.1%ETFNNNNNN REIT$2,67965,5821.0%FinanceLLYEli Lilly and Company$2,4823,2161.0%MedicalENSGThe Ensign Group$2,46418,5480.9%MedicalNVDANVIDIA$2,46418,3540.9%Computer and TechnologyCALFPacer US Small Cap Cash Cows 100 ETF$2,27751,7530.9%ETFVBRVanguard Small-Cap Value ETF$2,20011,1020.8%ETFVUGVanguard Growth ETF$2,1915,3400.8%ETFUSXFiShares ESG Advanced MSCI USA ETF$2,15143,2740.8%ManufacturingIUSBiShares Core Total USD Bond Market ETF$2,06745,7420.8%ManufacturingVFHVanguard Financials ETF$2,05717,4250.8%ETFIVWiShares S&P 500 Growth ETF$2,05120,2080.8%ETFFTSMFirst Trust Enhanced Short Maturity ETF$1,94332,5190.7%ManufacturingCOSTCostco Wholesale$1,8512,0200.7%Retail/WholesaleSUSCiShares ESG Aware USD Corporate Bond ETF$1,84281,1150.7%ManufacturingEAGGiShares ESG Aware U.S. Aggregate Bond ETF$1,81539,0910.7%ETFVTVVanguard Value ETF$1,74810,3300.7%ETFCVXChevron$1,72111,8850.7%Oils/EnergyDYNFiShares U.S. Equity Factor Rotation Active ETF$1,59331,0840.6%ETFXOMExxon Mobil$1,59014,7890.6%Oils/EnergyFDLFirst Trust Morningstar Dividend Leaders Index$1,49237,0810.6%ETFJEPIJPMorgan Equity Premium Income ETF$1,48725,8570.6%ETFFVDFirst Trust Value Line Dividend Index Fund$1,45233,2890.6%ETFBXBlackstone$1,4468,3870.6%FinanceDMXFiShares ESG Advanced MSCI EAFE ETF$1,42922,1210.5%ManufacturingDEDeere & Company$1,4063,3190.5%Industrial ProductsJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,40024,8430.5%ETFESGUiShares ESG Aware MSCI USA ETF$1,37610,6840.5%ManufacturingHDHome Depot$1,3613,5010.5%Retail/WholesaleMBBiShares MBS ETF$1,36014,8400.5%ETFPGProcter & Gamble$1,3387,9810.5%Consumer StaplesSOSouthern$1,33716,2510.5%UtilitiesSCHZSchwab U.S. Aggregate Bond ETF$1,33158,6470.5%ETFEFGiShares MSCI EAFE Growth ETF$1,26513,0690.5%ETFBNDVanguard Total Bond Market ETF$1,26417,5840.5%ETFVHTVanguard Health Care ETF$1,2614,9730.5%ETFSCHWCharles Schwab$1,21916,4810.5%FinanceBROOKFIELD INFRASTRUCTURE CO$1,19929,9880.5%COM SUB VTG ADHRDanaher$1,1975,2170.5%MedicalEFViShares MSCI EAFE Value ETF$1,18222,5350.5%ETFEPDEnterprise Products Partners$1,14636,5450.4%Oils/EnergyAMDAdvanced Micro Devices$1,1019,1150.4%Computer and TechnologyCSCOCisco Systems$1,06317,9600.4%Computer and TechnologyDGROiShares Core Dividend Growth ETF$1,06317,3350.4%ETFSPYSPDR S&P 500 ETF Trust$1,0201,7420.4%FinanceMUBiShares National Muni Bond ETF$9979,3590.4%ETFJNJJohnson & Johnson$9846,8060.4%MedicalESGEiShares ESG Aware MSCI EM ETF$93828,1080.4%ManufacturingRSPTInvesco S&P 500 Equal Weight Technology ETF$92724,7800.4%ETFJPMJPMorgan Chase & Co.$9053,7800.3%FinanceVBVanguard Small-Cap ETF$9013,7520.3%ETFIVViShares Core S&P 500 ETF$9001,5290.3%ETFQTECFirst Trust NASDAQ 100 Technology Index Fund$8964,7600.3%ManufacturingIVEiShares S&P 500 Value ETF$8724,5690.3%ETFIYWiShares U.S. Technology ETF$8705,4550.3%ManufacturingLOWLowe's Companies$8653,5050.3%Retail/WholesaleABBVAbbVie$8584,8330.3%MedicalXLVHealth Care Select Sector SPDR Fund$8336,0610.3%ETFWKWorkiva$8277,5600.3%Computer and TechnologyMETAMeta Platforms$8021,3700.3%Computer and TechnologyPEPPepsiCo$8025,2800.3%Consumer StaplesNFLXNetflix$8018990.3%Consumer DiscretionaryBLACKROCK INC$8007800.3%COMVTIVanguard Total Stock Market ETF$7972,7530.3%ETFWMWaste Management$7563,7500.3%Business ServicesUPSUnited Parcel Service$7465,9210.3%TransportationAMGNAmgen$7352,8210.3%MedicalSHELShell$72811,6350.3%Oils/EnergyADBEAdobe$7251,6320.3%Computer and TechnologyKOCoca-Cola$70611,3400.3%Consumer StaplesIQLTiShares MSCI Intl Quality Factor ETF$70519,0150.3%ETFEMXCiShares MSCI Emerging Markets ex China ETF$67412,1670.3%ManufacturingUNPUnion Pacific$6672,9280.3%TransportationIEFAiShares Core MSCI EAFE ETF$6669,4880.3%ETFPFEPfizer$66425,0660.3%MedicalBACBank of America$64714,7440.2%FinanceWFCWells Fargo & Company$6329,0040.2%FinanceIUSGiShares Core S&P U.S. Growth ETF$6304,5260.2%ManufacturingShowing 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.