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
IVV
Ishares Core S&P 500 ETF

ETFs
-109
- 7.13%
$554.06 - $615.85 $60.4K - $67.1K
1.42K $798K
WMT
Walmart Inc.

Consumer Defensive
-928
- 15.53%
$84.5 - $105.05 $78.4K - $97.5K
5.05K $443K
SPY
Spdr S&P 500 ETF Trust

ETFs
-89
- 5.11%
$551.42 - $612.93 $49.1K - $54.6K
1.65K $924K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-257
- 5.68%
$126.86 - $146.45 $32.6K - $37.6K
4.27K $542K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-613
- 11.39%
$96.88 - $111.25 $59.4K - $68.2K
4.77K $476K
SYK
Stryker Corp

Healthcare
-277
- 20.63%
$355.18 - $399.9 $98.4K - $111K
1.07K $396K
IBM
International Business Machines Corp

Technology
-529
- 33.42%
$217.4 - $264.74 $115K - $140K
1.05K $262K
VB
Vanguard Small Cap ETF

ETFs
-62
- 1.65%
$217.89 - $252.64 $13.5K - $15.7K
3.69K $818K
FVD
First Tr Value Line Divid Inde

ETFs
-2.34K
- 7.04%
$42.61 - $45.51 $99.8K - $107K
30.9K $1.38M
VFH
Vanguard Financial ETF

ETFs
-814
- 4.67%
$114.07 - $127.34 $92.9K - $104K
16.6K $1.98M
Blackrock Inc
-8
- 1.03%
N/A
772 $730K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-541
- 6.14%
$57.21 - $65.8 $31K - $35.6K
8.27K $482K
JPM
Jpmorgan Chase & CO

Financial Services
-328
- 8.68%
$225.19 - $279.95 $73.9K - $91.8K
3.45K $846K
LMT
Lockheed Martin Corp

Industrials
-66
- 9.08%
$423.19 - $506.29 $27.9K - $33.4K
661 $295K
EFG
Msci Eafe Growth ETF

ETFs
-927
- 7.09%
$96.1 - $106.37 $89.1K - $98.6K
12.1K $1.21M
META
Meta Platforms, Inc.

Communication Services
-64
- 4.67%
$576.36 - $736.67 $36.9K - $47.1K
1.31K $752K
IWY
Ishares Tr Russell 200 Growth

ETFs
-86
- 6.83%
$210.19 - $243.33 $18.1K - $20.9K
1.17K $247K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-828
- 2.55%
$59.78 - $60.03 $49.5K - $49.7K
31.7K $1.9M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-372
- 8.06%
$90.0 - $96.32 $33.5K - $35.8K
4.24K $391K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-677
- 18.1%
$74.85 - $84.89 $50.7K - $57.5K
3.06K $250K
IVE
Ishares S&P 500 Value ETF

ETFs
-137
- 3.0%
$185.78 - $198.58 $25.5K - $27.2K
4.43K $844K
DUK
Duke Energy Corp

Utilities
-567
- 19.73%
$105.87 - $121.97 $60K - $69.2K
2.31K $281K
XLC
Select Sector Spdr Tr Communic

ETFs
-183
- 3.3%
$94.84 - $105.31 $17.4K - $19.3K
5.36K $516K
BA
Boeing CO

Industrials
-12
- 0.81%
$148.15 - $186.25 $1.78K - $2.24K
1.47K $251K
SCHW
Schwab Charles Corp

Financial Services
-1.05K
- 6.35%
$71.24 - $83.64 $74.5K - $87.5K
15.4K $1.21M
Brookfield Renewable Corp
-550
- 3.11%
N/A
17.1K $478K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-577
- 3.13%
$24.6 - $24.99 $14.2K - $14.4K
17.9K $446K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.02K
- 2.23%
$44.72 - $46.25 $45.6K - $47.2K
44.7K $2.06M
AMGN
Amgen Inc

Healthcare
-482
- 17.09%
$258.59 - $327.36 $125K - $158K
2.34K $728K
VNQ
Vanguard Specialized Funds Van

ETFs
-139
- 3.47%
$85.55 - $94.34 $11.9K - $13.1K
3.86K $349K
EMLP
First Tr Exchange Traded Iv

ETFs
-897
- 5.93%
$35.79 - $38.28 $32.1K - $34.3K
14.2K $533K
IEMG
Ishares Inc

ETFs
-249
- 2.61%
N/A
9.3K $501K
Tidal Trust Iii
-13
- 0.06%
N/A
20.2K $346K
VPU
Vanguard Utilities ETF

ETFs
-121
- 3.27%
$161.24 - $173.33 $19.5K - $21K
3.58K $612K
IEFA
Ishares Tr

ETFs
-552
- 5.82%
$69.57 - $78.65 $38.4K - $43.4K
8.94K $676K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-573
- 0.71%
$22.42 - $23.22 $12.8K - $13.3K
80.5K $1.86M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-62
- 0.96%
$85.29 - $92.57 $5.29K - $5.74K
6.38K $580K
XLV
Select Sector Spdr Fund Health

ETFs
-167
- 2.76%
$137.61 - $149.68 $23K - $25K
5.89K $860K
MBB
Ishares Tr

ETFs
-11
- 0.07%
$90.37 - $94.08 $994 - $1.03K
14.8K $1.39M
EPD
Enterprise Products Partners L.P.

Energy
-1.83K
- 5.01%
$31.75 - $34.14 $58.1K - $62.5K
34.7K $1.19M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-20
- 0.05%
$45.92 - $47.58 $918 - $952
39.1K $1.86M
SLB
Schlumberger Limited

Energy
-33
- 0.23%
$38.4 - $43.74 $1.27K - $1.44K
14.4K $603K
NNN
National Retail Properties, Inc.

Real Estate
-1.29K
- 1.97%
$38.0 - $43.19 $49K - $55.7K
64.3K $2.74M
WM
Waste Management Inc

Industrials
-201
- 5.36%
$200.54 - $233.78 $40.3K - $47K
3.55K $821K
EFV
Msci Eafe Value ETF

ETFs
-1.1K
- 4.89%
$51.88 - $60.73 $57.1K - $66.9K
21.4K $1.26M
FDL
First Tr Morningstar Dividend

ETFs
-626
- 1.69%
$39.69 - $43.83 $24.8K - $27.4K
36.5K $1.58M
SO
Southern CO

Utilities
-530
- 3.26%
$80.96 - $92.96 $42.9K - $49.3K
15.7K $1.45M
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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