Investor'S Fiduciary Advisor Network, LLC Purchases in Q1 2025

Investor'S Fiduciary Advisor Network, LLC

  • $212 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPIE
J P Morgan Exchange Traded Fd
31.5K
New
$45.46 - $46.18 $1.43M - $1.46M
31.5K $1.45M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
14K
+ 115.11%
$54.25 - $57.64 $760K - $807K
26.2K $1.44M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
11.7K
New
$53.6 - $58.97 $629K - $692K
11.7K $642K
O
Realty Income Corp

Real Estate
3.05K
+ 3.78%
$51.67 - $58.49 $157K - $178K
83.7K $4.85M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.45K
+ 1.36%
$27.01 - $28.54 $174K - $184K
479K $13.4M
IQLT
Ishares Msci Intl Quality Fact

ETFs
9.65K
+ 50.76%
$36.91 - $41.03 $356K - $396K
28.7K $1.14M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
8.15K
New
$34.14 - $37.91 $278K - $309K
8.15K $290K
VTV
Vanguard Value ETF

ETFs
1.29K
+ 12.53%
$167.73 - $179.21 $217K - $232K
11.6K $2.01M
WES
Western Midstream Partners, LP

Energy
5.5K
New
$37.87 - $42.89 $208K - $236K
5.5K $225K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.63K
+ 14.93%
$71.17 - $73.66 $187K - $193K
20.2K $1.48M
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.87K
New
$23.16 - $27.04 $205K - $240K
8.87K $207K
GLDM
World Gold Trust

ETFs
3.28K
New
$52.19 - $61.89 $171K - $203K
3.28K $203K
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.64K
+ 46.01%
$21.75 - $24.28 $210K - $234K
30.6K $675K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
14K
+ 27.09%
$36.64 - $45.76 $514K - $642K
65.8K $2.47M
IXJ
Ishares Global Healthcare ETF

ETFs
1.64K
+ 49.25%
$86.01 - $94.19 $141K - $154K
4.96K $451K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.59K
+ 10.03%
$56.17 - $59.71 $146K - $155K
28.5K $1.63M
SHEL
Shell PLC

Energy
3
+ 0.03%
$62.84 - $73.29 $189 - $220
11.6K $852K
EXI
Ishares Global Industrials ETF

ETFs
788
+ 50.97%
$140.1 - $150.86 $110K - $119K
2.33K $339K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.1K
+ 21.26%
$100.32 - $100.76 $110K - $111K
6.27K $631K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
2.14K
+ 36.66%
$51.3 - $56.76 $110K - $121K
7.96K $422K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
513
+ 2.32%
$63.91 - $70.19 $32.8K - $36K
22.6K $1.52M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.15K
+ 4.08%
$32.74 - $36.2 $37.6K - $41.5K
29.3K $1.02M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.27K
+ 3.88%
$22.46 - $23.26 $51.1K - $52.9K
60.9K $1.41M
PFE
Pfizer Inc

Healthcare
4.14K
+ 16.52%
$25.01 - $27.13 $104K - $112K
29.2K $740K
VHT
Vanguard Health Care ETF

ETFs
72
+ 1.45%
$254.06 - $273.83 $18.3K - $19.7K
5.05K $1.34M
PHYS
Sprott Physical Gold Trust

Financial Services
940
+ 7.56%
$20.25 - $24.06 $19K - $22.6K
13.4K $321K
DGRO
Ishares Core Dividend Growth E

ETFs
874
+ 5.04%
$60.46 - $64.42 $52.8K - $56.3K
18.2K $1.12M
LCTD
Blackrock ETF World Ex Us Carb
631
+ 5.64%
N/A
11.8K $546K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.86K
+ 3.03%
$55.41 - $60.74 $103K - $113K
63.1K $3.56M
GOOGL
Alphabet Inc.

Communication Services
1.03K
+ 32.87%
$154.33 - $206.19 $159K - $213K
4.17K $644K
Blackrock ETF Trust Ii
895
+ 10.26%
N/A
9.62K $503K
XLE
Energy Sector Spdr

ETFs
180
+ 4.56%
$85.7 - $93.96 $15.4K - $16.9K
4.13K $385K
RYT
Invesco S&P 500 Equal Weight T

ETFs
3.67K
+ 14.81%
N/A
28.4K $972K
FDVV
Fidelity High Dividend ETF

ETFs
898
+ 8.92%
$48.86 - $52.28 $43.9K - $46.9K
11K $543K
MUB
Ishares National Muni Bond ETF

ETFs
467
+ 4.99%
$104.71 - $107.69 $48.9K - $50.3K
9.83K $1.04M
MXI
Ishares Global Materials ETF

ETFs
220
+ 5.35%
$77.39 - $84.98 $17K - $18.7K
4.33K $354K
EUSB
Ishares Tr Esg Advanced Total

Technology
377
+ 3.91%
$42.05 - $43.43 $15.9K - $16.4K
10K $433K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.67K
+ 10.76%
$51.45 - $58.51 $138K - $156K
27.5K $1.42M
USXF
Ishares Esg Advanced Msci Usa

Technology
3.02K
+ 6.98%
$46.38 - $52.65 $140K - $159K
46.3K $2.16M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
47
+ 0.93%
$42.5 - $46.71 $2K - $2.2K
5.12K $231K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
6
+ 0.05%
$23.56 - $24.16 $141 - $145
12.5K $300K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
127
+ 10.05%
$192.82 - $222.1 $24.5K - $28.2K
1.39K $268K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
40
+ 0.15%
$22.25 - $23.0 $890 - $920
26.4K $606K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
550
+ 13.4%
$67.24 - $84.27 $37K - $46.3K
4.65K $317K
FANG
Diamondback Energy, Inc.

Energy
74
+ 2.12%
$139.9 - $180.18 $10.4K - $13.3K
3.56K $569K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
111
+ 2.28%
$91.76 - $103.26 $10.2K - $11.5K
4.98K $461K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
703
+ 6.7%
$13.21 - $14.63 $9.29K - $10.3K
11.2K $147K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
180
+ 3.78%
$92.51 - $102.81 $16.7K - $18.5K
4.94K $457K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
535
+ 5.01%
$120.24 - $134.3 $64.3K - $71.9K
11.2K $1.37M
Activity Summary
Buys All Purchases 53 New Holdings 7 Increased Positions 46 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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