Investor'S Fiduciary Advisor Network, LLC New Holdings in Q2 2025

Investor'S Fiduciary Advisor Network, LLC

  • $269 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
WFC
Wells Fargo & Company

Financial Services
8.54K
New
$60.98 - $80.12 $521K - $684K
8.54K $683K
HON
Honeywell International Inc

Industrials
2.65K
New
$182.86 - $232.88 $484K - $616K
2.65K $616K
Blackrock ETF Trust
16.5K
New
N/A
16.5K $588K
QCOM
Qualcomm Inc

Technology
3.65K
New
$124.66 - $159.48 $455K - $582K
3.65K $580K
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
CAG
Conagra Brands Inc.

Consumer Defensive
21.1K
New
$20.4 - $26.78 $430K - $564K
21.1K $431K
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
RTX
Raytheon Technologies Corp

Industrials
2.73K
New
$113.75 - $148.48 $311K - $405K
2.73K $398K
T
At&T Inc.

Communication Services
13K
New
$26.33 - $28.94 $342K - $376K
13K $376K
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
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
CSX
Csx Corp

Industrials
9.05K
New
$26.69 - $32.91 $242K - $298K
9.05K $295K
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
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
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
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
TMUS
T Mobile Us, Inc.

Communication Services
925
New
$220.99 - $268.54 $204K - $248K
925 $220K
Lam Research Corp
2.19K
New
N/A
2.19K $212K
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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