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
IQLT
Ishares Msci Intl Quality Fact

ETFs
5.85K
+ 20.41%
$35.9 - $43.76 $210K - $256K
34.5K $1.49M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.99K
+ 21.05%
$51.14 - $57.0 $306K - $341K
34.4K $1.96M
MCD
Mcdonalds Corp

Consumer Cyclical
1.19K
+ 138.81%
$285.55 - $321.23 $340K - $383K
2.05K $598K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.19K
+ 50.85%
$100.04 - $100.54 $319K - $321K
9.46K $951K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.53K
+ 2.42%
$50.39 - $60.05 $76.9K - $91.6K
64.6K $3.88M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
559
New
$456.74 - $568.03 $255K - $318K
559 $317K
MMM
3 M CO

Industrials
2.07K
New
$126.09 - $154.15 $261K - $320K
2.07K $315K
VIG
Vanguard Dividend Appreciation

ETFs
1.51K
New
N/A
1.51K $308K
V
Visa Inc.

Financial Services
722
+ 7.33%
$308.27 - $373.31 $223K - $270K
10.6K $3.76M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.94K
+ 65.26%
$73.02 - $90.22 $214K - $265K
7.44K $663K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
7.85K
New
$30.28 - $36.05 $238K - $283K
7.85K $283K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.08K
New
$55.54 - $69.09 $227K - $282K
4.08K $281K
VO
Vanguard Mid Cap ETF

ETFs
215
+ 2.12%
$228.54 - $279.83 $49.1K - $60.2K
10.4K $2.9M
EMB
Ishares Tr

ETFs
2.91K
New
$86.54 - $92.62 $251K - $269K
2.91K $269K
RDVY
First Trust Rising Dividend Ac

ETFs
4.21K
New
$51.6 - $62.74 $217K - $264K
4.21K $264K
VXF
Vanguard Extended Market ETF

ETFs
1.37K
New
$150.43 - $192.71 $206K - $264K
1.37K $264K
ED
Consolidated Edison Inc

Utilities
2.61K
New
$98.05 - $113.3 $256K - $296K
2.61K $261K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.86K
New
$63.54 - $68.5 $245K - $265K
3.86K $260K
DIS
Walt Disney CO

Communication Services
2.09K
New
$81.72 - $124.01 $171K - $259K
2.09K $259K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.9K
New
$108.12 - $135.04 $206K - $257K
1.9K $256K
COF
Capital One Financial Corp

Financial Services
1.19K
New
$150.57 - $212.76 $180K - $254K
1.19K $253K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.28K
+ 16.23%
$72.02 - $73.82 $236K - $242K
23.5K $1.73M
CTVA
Corteva, Inc.

Basic Materials
3.28K
New
$55.52 - $74.53 $182K - $244K
3.28K $244K
DD
Du Pont De Nemours, Inc.

Basic Materials
3.54K
New
$55.13 - $75.25 $195K - $266K
3.54K $242K
Rocket Lab Corp
6.75K
New
N/A
6.75K $241K
UPS
United Parcel Service Inc

Industrials
2.86K
+ 52.6%
$91.92 - $110.2 $262K - $315K
8.28K $836K
MS
Morgan Stanley

Financial Services
1.05K
+ 27.91%
$99.83 - $140.86 $104K - $147K
4.79K $674K
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.68K
New
$50.48 - $50.71 $236K - $237K
4.68K $237K
VGT
Vanguard Information Technolog

ETFs
355
New
$470.37 - $663.28 $167K - $235K
355 $235K
USB
Us Bancorp \De\

Financial Services
5.17K
New
$36.4 - $45.76 $188K - $237K
5.17K $234K
CEG
Constellation Energy Corp

Utilities
713
New
$170.96 - $322.76 $122K - $230K
713 $230K
MU
Micron Technology Inc

Technology
1.82K
New
$64.72 - $127.91 $118K - $233K
1.82K $224K
EFV
Msci Eafe Value ETF

ETFs
2K
+ 9.32%
$52.4 - $64.65 $105K - $129K
23.4K $1.49M
IBM
International Business Machines Corp

Technology
588
+ 55.79%
$221.03 - $294.78 $130K - $173K
1.64K $483K
TMUS
T Mobile Us, Inc.

Communication Services
925
New
$220.99 - $268.54 $204K - $248K
925 $220K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.59K
+ 2.42%
$32.0 - $39.87 $51K - $63.6K
67.4K $2.68M
Lam Research Corp
2.19K
New
N/A
2.19K $212K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.49K
New
$73.0 - $85.5 $182K - $213K
2.49K $209K
GLW
Corning Inc

Technology
3.93K
New
$39.07 - $52.59 $153K - $206K
3.93K $206K
RYT
Invesco S&P 500 Equal Weight T

ETFs
376
+ 1.32%
N/A
28.8K $1.18M
IVE
Ishares S&P 500 Value ETF

ETFs
930
+ 20.98%
$168.34 - $195.42 $157K - $182K
5.36K $1.05M
URI
United Rentals, Inc.

Industrials
270
New
$551.94 - $753.4 $149K - $203K
270 $203K
Blackrock ETF Trust
7.04K
New
N/A
7.04K $203K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.86K
New
$90.56 - $109.49 $169K - $204K
1.86K $203K
WMT
Walmart Inc.

Consumer Defensive
1.55K
+ 30.71%
$81.79 - $99.98 $127K - $155K
6.6K $645K
JPM
Jpmorgan Chase & CO

Financial Services
67
+ 1.94%
$210.28 - $289.91 $14.1K - $19.4K
3.52K $1.02M
HD
Home Depot, Inc.

Consumer Cyclical
455
+ 15.6%
$335.24 - $380.78 $153K - $173K
3.37K $1.24M
XLC
Select Sector Spdr Tr Communic

ETFs
820
+ 15.31%
$86.13 - $108.53 $70.6K - $89K
6.18K $670K
NKE
Nike, Inc.

Consumer Cyclical
1.74K
+ 51.36%
$53.27 - $72.04 $92.5K - $125K
5.12K $363K
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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