Investor'S Fiduciary Advisor Network, LLC Reduced Holdings in Q1 2025

Investor'S Fiduciary Advisor Network, LLC

  • $212 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-18.7K
- 50.37%
$375.39 - $447.2 $7.03M - $8.38M
18.5K $6.93M
AAPL
Apple Inc.

Technology
-11.9K
- 19.3%
$209.68 - $247.1 $2.49M - $2.94M
49.7K $11M
AVGO
Broadcom Inc.

Technology
-2.14K
- 13.5%
$167.43 - $244.7 $358K - $523K
13.7K $2.29M
PG
Procter & Gamble CO

Consumer Defensive
-6.64K
- 83.15%
$158.56 - $176.26 $1.05M - $1.17M
1.35K $229K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.79K
- 6.95%
$190.26 - $242.06 $341K - $434K
24K $4.56M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-522
- 2.84%
$468.34 - $539.52 $244K - $282K
17.9K $8.39M
NVDA
Nvidia Corp

Technology
-4.69K
- 25.53%
$106.98 - $149.43 $501K - $700K
13.7K $1.48M
IRM
Iron Mountain Inc

Real Estate
-3.73K
- 10.75%
$82.79 - $111.31 $308K - $415K
30.9K $2.66M
CVX
Chevron Corp

Energy
-7.32K
- 61.57%
$146.71 - $167.97 $1.07M - $1.23M
4.57K $764K
MRK
Merck & Co., Inc.

Healthcare
-6.57K
- 19.25%
$83.01 - $101.02 $546K - $664K
27.6K $2.48M
CSCO
Cisco Systems, Inc.

Technology
-13.3K
- 74.23%
$58.74 - $64.87 $783K - $865K
4.63K $285K
JNJ
Johnson & Johnson

Healthcare
-5.11K
- 75.01%
$142.06 - $167.7 $725K - $856K
1.7K $282K
XLK
Technology Sector Spdr

ETFs
-1.43K
- 11.8%
$206.38 - $242.18 $296K - $347K
10.7K $2.21M
PEP
Pepsico Inc

Consumer Defensive
-3.72K
- 70.49%
$142.64 - $156.42 $531K - $582K
1.56K $233K
GOOG
Alphabet Inc.

Communication Services
-214
- 1.37%
$156.06 - $207.71 $33.4K - $44.4K
15.4K $2.41M
SPYG
Spdr Portfolio

ETFs
-2.38K
- 6.25%
$80.05 - $92.39 $190K - $220K
35.6K $2.86M
AMD
Advanced Micro Devices Inc

Technology
-3.04K
- 33.31%
$96.63 - $129.55 $293K - $393K
6.08K $624K
VBR
Vanguard Small Cap Value ETF

ETFs
-1.77K
- 15.94%
$183.02 - $207.75 $324K - $368K
9.33K $1.74M
BX
Blackstone Inc.

Financial Services
-998
- 11.9%
$136.53 - $186.74 $136K - $186K
7.39K $1.03M
UNP
Union Pacific Corp

Industrials
-1.81K
- 61.85%
$225.21 - $254.42 $408K - $461K
1.12K $263K
ADBE
Adobe Inc.

Technology
-753
- 46.14%
$377.84 - $464.11 $285K - $349K
879 $337K
COST
Costco Wholesale Corp

Consumer Defensive
-436
- 21.58%
$890.62 - $1076.86 $388K - $470K
1.58K $1.5M
KO
Coca Cola CO

Consumer Defensive
-6.27K
- 55.3%
$60.81 - $72.32 $381K - $454K
5.07K $363K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-4.37K
- 9.97%
$97.38 - $104.52 $426K - $457K
39.5K $4.04M
VUG
Vanguard Growth ETF

ETFs
-320
- 5.99%
$369.1 - $427.61 $118K - $137K
5.02K $1.86M
VTI
Vanguard Total Stock Market Et

ETFs
-978
- 35.52%
$271.18 - $303.12 $265K - $296K
1.78K $487K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.38K
- 6.8%
$92.45 - $106.69 $127K - $147K
18.8K $1.75M
HD
Home Depot, Inc.

Consumer Cyclical
-584
- 16.68%
$347.25 - $424.87 $203K - $248K
2.92K $1.07M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.05K
- 55.03%
$279.74 - $321.29 $294K - $337K
858 $268K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.86K
- 4.15%
$64.88 - $72.1 $120K - $134K
42.9K $2.82M
LOW
Lowes Companies Inc

Consumer Cyclical
-848
- 24.19%
$222.66 - $268.42 $189K - $228K
2.66K $619K
VO
Vanguard Mid Cap ETF

ETFs
-678
- 6.27%
$251.87 - $277.95 $171K - $188K
10.1K $2.62M
V
Visa Inc.

Financial Services
-1.81K
- 15.49%
$306.92 - $362.71 $554K - $655K
9.85K $3.45M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-24
- 0.09%
$101.98 - $115.66 $2.45K - $2.78K
27.3K $2.79M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.55K
- 4.32%
$91.45 - $91.75 $233K - $234K
56.4K $5.18M
VTWV
Vanguard Russell 2000 Value Et

ETFs
-1.26K
- 33.02%
$131.51 - $149.24 $166K - $188K
2.56K $340K
TSLA
Tesla, Inc.

Consumer Cyclical
-190
- 17.43%
$222.15 - $428.22 $42.2K - $81.4K
900 $233K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.93K
- 5.52%
$126.11 - $135.06 $244K - $261K
33.1K $4.27M
IYW
Ishares Dj Us Tech ETF

ETFs
-605
- 11.09%
$140.44 - $166.79 $85K - $101K
4.85K $681K
SRE
Sempra Energy

Utilities
-1.22K
- 23.73%
$67.85 - $87.67 $83K - $107K
3.93K $280K
UNH
Unitedhealth Group Inc

Healthcare
-358
- 37.84%
$461.52 - $548.18 $165K - $196K
588 $307K
NKE
Nike, Inc.

Consumer Cyclical
-1.69K
- 33.31%
$63.29 - $81.72 $107K - $138K
3.38K $214K
MS
Morgan Stanley

Financial Services
-1.05K
- 21.92%
$111.68 - $141.08 $117K - $148K
3.74K $436K
UPS
United Parcel Service Inc

Industrials
-493
- 8.33%
$109.66 - $136.26 $54.1K - $67.2K
5.43K $597K
DHR
Danaher Corp

Healthcare
-5
- 0.1%
$201.62 - $250.59 $1.01K - $1.25K
5.21K $1.07M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-960
- 3.09%
$48.06 - $53.73 $46.1K - $51.6K
30.1K $1.47M
ENSG
Ensign Group, Inc

Healthcare
-437
- 2.36%
$125.4 - $148.86 $54.8K - $65.1K
18.1K $2.34M
SBUX
Starbucks Corp

Consumer Cyclical
-1.62K
- 24.54%
$91.75 - $115.81 $149K - $187K
4.98K $488K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-223
- 4.68%
$173.56 - $210.67 $38.7K - $47K
4.54K $787K
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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