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
TSLA
Tesla, Inc.

Consumer Cyclical
305
+ 33.89%
$221.86 - $362.89 $67.7K - $111K
1.21K $382K
MRK
Merck & Co., Inc.

Healthcare
5.51K
+ 19.99%
$73.47 - $87.12 $405K - $480K
33.1K $2.62M
SYK
Stryker Corp

Healthcare
287
+ 26.92%
$337.37 - $395.63 $96.8K - $114K
1.35K $535K
GOOGL
Alphabet Inc.

Communication Services
229
+ 5.49%
$144.7 - $178.6 $33.1K - $40.9K
4.4K $774K
ADBE
Adobe Inc.

Technology
324
+ 36.86%
$340.0 - $420.68 $110K - $136K
1.2K $465K
NNN
National Retail Properties, Inc.

Real Estate
2.07K
+ 3.22%
$37.56 - $43.42 $77.9K - $90K
66.4K $2.87M
FDVV
Fidelity High Dividend ETF

ETFs
1.82K
+ 16.62%
$43.6 - $52.02 $79.5K - $94.8K
12.8K $665K
DGRO
Ishares Core Dividend Growth E

ETFs
1.24K
+ 6.83%
$55.22 - $63.94 $68.7K - $79.5K
19.5K $1.24M
NCA
Nuveen California Municipal Value Fund

Financial Services
13.2K
New
$8.24 - $8.73 $109K - $115K
13.2K $114K
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.3%
$496.48 - $617.85 $2.48K - $3.09K
1.66K $1.02M
EXI
Ishares Global Industrials ETF

ETFs
270
+ 11.57%
$129.37 - $165.38 $34.9K - $44.7K
2.6K $430K
LMT
Lockheed Martin Corp

Industrials
171
+ 25.87%
$430.82 - $486.45 $73.7K - $83.2K
832 $385K
SBUX
Starbucks Corp

Consumer Cyclical
1.31K
+ 26.34%
$79.69 - $99.41 $104K - $130K
6.29K $576K
Blackrock Inc
4
+ 0.52%
N/A
776 $814K
BX
Blackstone Inc.

Financial Services
34
+ 0.46%
$120.07 - $151.11 $4.08K - $5.14K
7.42K $1.11M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
354
+ 5.31%
$62.73 - $78.42 $22.2K - $27.8K
7.02K $544K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
906
+ 17.7%
$39.89 - $49.46 $36.1K - $44.8K
6.03K $298K
VTV
Vanguard Value ETF

ETFs
111
+ 0.95%
$153.67 - $176.74 $17.1K - $19.6K
11.7K $2.07M
EFA
Ishares Tr Msci Eafe ETF

ETFs
470
+ 15.34%
$72.96 - $90.39 $34.3K - $42.5K
3.53K $315K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
67
+ 4.82%
$171.4 - $227.1 $11.5K - $15.2K
1.46K $331K
BA
Boeing CO

Industrials
18
+ 1.22%
$136.59 - $217.51 $2.46K - $3.92K
1.49K $312K
GLDM
World Gold Trust

ETFs
684
+ 20.85%
$58.96 - $67.97 $40.3K - $46.5K
3.97K $259K
DUK
Duke Energy Corp

Utilities
551
+ 23.88%
$112.46 - $124.05 $62K - $68.4K
2.86K $337K
O
Realty Income Corp

Real Estate
1.51K
+ 1.8%
$52.27 - $58.52 $78.8K - $88.2K
85.2K $4.91M
SRE
Sempra Energy

Utilities
467
+ 11.87%
$63.78 - $78.91 $29.8K - $36.9K
4.4K $333K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
809
+ 6.79%
$36.02 - $41.92 $29.1K - $33.9K
12.7K $533K
LOW
Lowes Companies Inc

Consumer Cyclical
356
+ 13.4%
$210.83 - $235.28 $75.1K - $83.8K
3.01K $668K
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.09%
$187.5 - $246.51 $188 - $247
1.17K $289K
AMGN
Amgen Inc

Healthcare
413
+ 17.66%
$262.28 - $309.85 $108K - $128K
2.75K $768K
WM
Waste Management Inc

Industrials
201
+ 5.66%
$216.47 - $242.1 $43.5K - $48.7K
3.75K $858K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
17
+ 0.27%
$59.24 - $71.39 $1.01K - $1.21K
6.25K $445K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
261
+ 2.22%
$47.46 - $55.3 $12.4K - $14.4K
12K $661K
EMLP
First Tr Exchange Traded Iv

ETFs
492
+ 3.46%
$33.62 - $37.89 $16.5K - $18.6K
14.7K $551K
VNQ
Vanguard Specialized Funds Van

ETFs
247
+ 6.4%
$79.79 - $91.42 $19.7K - $22.6K
4.11K $365K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
329
+ 2.94%
$11.53 - $13.87 $3.79K - $4.56K
11.5K $159K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
280
+ 1.79%
$22.4 - $23.8 $6.27K - $6.66K
16K $379K
XLE
Energy Sector Spdr

ETFs
543
+ 13.15%
$76.44 - $94.13 $41.5K - $51.1K
4.67K $396K
Blackrock ETF Trust Ii
27
+ 0.28%
N/A
9.65K $509K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
23
+ 0.71%
N/A
3.28K $214K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
231
+ 0.88%
$22.54 - $23.17 $5.21K - $5.35K
26.6K $611K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
10
+ 0.08%
$23.61 - $24.24 $236 - $242
12.5K $303K
Tidal Trust Iii
11
+ 0.05%
N/A
20.2K $345K
DHR
Danaher Corp

Healthcare
6
+ 0.12%
$174.64 - $205.16 $1.05K - $1.23K
5.22K $1.03M
FDL
First Tr Morningstar Dividend

ETFs
460
+ 1.26%
$38.19 - $43.19 $17.6K - $19.9K
36.9K $1.55M
UNH
Unitedhealth Group Inc

Healthcare
242
+ 41.16%
$274.35 - $599.47 $66.4K - $145K
830 $258K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
293
+ 5.93%
$67.83 - $92.33 $19.9K - $27.1K
5.23K $380K
EPD
Enterprise Products Partners L.P.

Energy
297
+ 0.86%
$28.95 - $34.22 $8.6K - $10.2K
35K $1.09M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.53K
+ 1.36%
$24.32 - $27.87 $159K - $182K
486K $12.9M
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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