Investor'S Fiduciary Advisor Network, LLC Purchases in Q2 2025

Investor'S Fiduciary Advisor Network, LLC

  • $269 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
17.4K
+ 94.33%
$354.56 - $497.45 $6.18M - $8.66M
35.9K $17.8M
CAT
Caterpillar Inc

Industrials
10.2K
New
$273.94 - $388.21 $2.8M - $3.97M
10.2K $3.97M
LLY
Eli Lilly & CO

Healthcare
2.23K
New
$713.71 - $898.95 $1.59M - $2M
2.23K $1.74M
DE
Deere & CO

Industrials
3.36K
New
$412.99 - $531.48 $1.39M - $1.78M
3.36K $1.71M
AMZN
Amazon Com Inc

Consumer Cyclical
4.28K
+ 17.85%
$167.32 - $223.3 $716K - $956K
28.2K $6.2M
NVDA
Nvidia Corp

Technology
5.95K
+ 43.54%
$94.31 - $157.99 $561K - $940K
19.6K $3.1M
CVX
Chevron Corp

Energy
9.88K
+ 216.42%
$133.73 - $168.51 $1.32M - $1.67M
14.5K $2.07M
SCHX
Schwab Strategic Tr Us Large C

ETFs
49.4K
+ 161.46%
$19.6 - $24.44 $968K - $1.21M
80K $1.95M
AAPL
Apple Inc.

Technology
10.3K
+ 20.78%
$172.42 - $223.89 $1.78M - $2.31M
60K $12.3M
SPTS
Spdr Portfolio Short Term Trea

ETFs
38.6K
New
$29.07 - $29.38 $1.12M - $1.13M
38.6K $1.13M
XTEN
Bondbloxx ETF Tr Bloomberg 10
21.7K
New
N/A
21.7K $1M
CSCO
Cisco Systems, Inc.

Technology
13.3K
+ 287.96%
$53.19 - $69.38 $709K - $925K
18K $1.25M
VZ
Verizon Communications Inc

Communication Services
20.3K
New
$41.67 - $45.62 $845K - $925K
20.3K $877K
ABBV
Abb Vie Inc.

Healthcare
4.6K
New
$170.16 - $206.27 $783K - $949K
4.6K $854K
NFLX
Netflix Inc

Communication Services
585
New
$855.86 - $1339.13 $501K - $783K
585 $783K
JNJ
Johnson & Johnson

Healthcare
5.15K
+ 302.7%
$146.36 - $159.82 $754K - $823K
6.85K $1.05M
VTI
Vanguard Total Stock Market Et

ETFs
2.3K
+ 129.41%
$243.75 - $303.93 $560K - $698K
4.07K $1.24M
XOM
Exxon Mobil Corp

Energy
7.08K
+ 109.88%
$99.93 - $119.04 $708K - $843K
13.5K $1.46M
XLK
Technology Sector Spdr

ETFs
745
+ 6.96%
$179.73 - $253.23 $134K - $189K
11.5K $2.9M
WFC
Wells Fargo & Company

Financial Services
8.54K
New
$60.98 - $80.12 $521K - $684K
8.54K $683K
IEMG
Ishares Inc

ETFs
9.88K
+ 106.2%
N/A
19.2K $1.15M
HON
Honeywell International Inc

Industrials
2.65K
New
$182.86 - $232.88 $484K - $616K
2.65K $616K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.36K
+ 10.15%
$114.78 - $133.31 $385K - $448K
36.5K $4.86M
ORCL
Oracle Corp

Technology
2.71K
New
$122.82 - $218.63 $333K - $592K
2.71K $592K
Blackrock ETF Trust
16.5K
New
N/A
16.5K $588K
SPYG
Spdr Portfolio

ETFs
512
+ 1.44%
$71.83 - $95.32 $36.8K - $48.8K
36.2K $3.45M
QCOM
Qualcomm Inc

Technology
3.65K
New
$124.66 - $159.48 $455K - $582K
3.65K $580K
COST
Costco Wholesale Corp

Consumer Defensive
501
+ 31.63%
$908.13 - $1056.85 $455K - $529K
2.09K $2.06M
VUG
Vanguard Growth ETF

ETFs
471
+ 9.38%
$329.49 - $438.4 $155K - $206K
5.49K $2.41M
XLG
Invesco Exchange Traded Fd Tr

ETFs
9.87K
New
$40.94 - $52.1 $404K - $514K
9.87K $513K
KMB
Kimberly Clark Corp

Consumer Defensive
3.96K
New
$126.84 - $145.22 $502K - $575K
3.96K $510K
AXP
American Express CO

Financial Services
1.54K
New
$231.39 - $318.98 $357K - $492K
1.54K $491K
BAC
Bank Of America Corp

Financial Services
10.2K
New
$34.39 - $47.46 $352K - $485K
10.2K $483K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
8.98K
New
$50.09 - $51.09 $450K - $459K
8.98K $458K
GIS
General Mills Inc

Consumer Defensive
8.73K
New
$50.37 - $60.97 $440K - $533K
8.73K $452K
PEP
Pepsico Inc

Consumer Defensive
3.52K
+ 225.74%
$128.02 - $151.37 $450K - $532K
5.08K $670K
CAG
Conagra Brands Inc.

Consumer Defensive
21.1K
New
$20.4 - $26.78 $430K - $564K
21.1K $431K
AMD
Advanced Micro Devices Inc

Technology
1.3K
+ 21.4%
$78.21 - $143.81 $102K - $187K
7.38K $1.05M
INTC
Intel Corp

Technology
18.8K
New
$18.13 - $22.69 $341K - $426K
18.8K $420K
SYY
Sysco Corp

Consumer Defensive
5.52K
New
$68.0 - $75.91 $375K - $419K
5.52K $417K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.3K
+ 22.91%
$45.88 - $54.4 $289K - $343K
33.8K $1.84M
PFE
Pfizer Inc

Healthcare
18.4K
+ 62.96%
$21.59 - $24.84 $397K - $457K
47.6K $1.15M
UNP
Union Pacific Corp

Industrials
1.82K
+ 162.58%
$208.27 - $238.46 $378K - $433K
2.93K $674K
RTX
Raytheon Technologies Corp

Industrials
2.73K
New
$113.75 - $148.48 $311K - $405K
2.73K $398K
KO
Coca Cola CO

Consumer Defensive
5.61K
+ 110.69%
$68.37 - $73.9 $384K - $415K
10.7K $755K
T
At&T Inc.

Communication Services
13K
New
$26.33 - $28.94 $342K - $376K
13K $376K
JPIE
J P Morgan Exchange Traded Fd
7.92K
+ 25.12%
$45.12 - $46.32 $357K - $367K
39.5K $1.83M
BMY
Bristol Myers Squibb CO

Healthcare
7.97K
New
$44.12 - $59.6 $351K - $475K
7.97K $368K
BDX
Becton Dickinson & CO

Healthcare
2.08K
New
$165.15 - $226.42 $344K - $471K
2.08K $358K
Activity Summary
Buys All Purchases 149 New Holdings 56 Increased Positions 93 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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