Ifs Advisors, LLC Purchases in Q1 2025

Ifs Advisors, LLC

  • $122 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
8.53K
+ 4.35%
$100.34 - $100.68 $856K - $858K
205K $20.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
137
+ 12.82%
$442.66 - $534.52 $60.6K - $73.2K
1.21K $633K
CAH
Cardinal Health Inc

Healthcare
1.04K
New
$118.02 - $137.77 $122K - $143K
1.04K $142K
DGRO
Ishares Core Dividend Growth E

ETFs
2.47K
+ 1.21%
$60.46 - $64.42 $149K - $159K
207K $12.6M
VO
Vanguard Mid Cap ETF

ETFs
517
+ 5.44%
$251.87 - $277.95 $130K - $144K
10K $2.57M
CRWD
Crowd Strike Holdings, Inc.

Technology
113
+ 313.89%
$308.86 - $455.36 $34.9K - $51.5K
149 $52K
XOM
Exxon Mobil Corp

Energy
70
+ 2.97%
$105.44 - $118.93 $7.38K - $8.33K
2.43K $288K
IEFA
Ishares Tr

ETFs
379
New
$69.57 - $78.65 $26.4K - $29.8K
379 $28K
CVX
Chevron Corp

Energy
116
+ 119.59%
$146.71 - $167.97 $17K - $19.5K
213 $35K
T
At&T Inc.

Communication Services
1
+ 0.03%
$21.56 - $28.28 $21.6 - $28.3
3.33K $94K
VZ
Verizon Communications Inc

Communication Services
175
+ 15.7%
$37.81 - $46.49 $6.62K - $8.14K
1.29K $58K
MSFT
Microsoft Corp

Technology
50
+ 50.0%
$375.39 - $447.2 $18.8K - $22.4K
150 $56K
LOW
Lowes Companies Inc

Consumer Cyclical
60
+ 60.0%
$222.66 - $268.42 $13.4K - $16.1K
160 $37K
JNJ
Johnson & Johnson

Healthcare
50
+ 29.07%
$142.06 - $167.7 $7.1K - $8.39K
222 $36K
CSX
Csx Corp

Industrials
456
+ 144.76%
$29.11 - $33.67 $13.3K - $15.4K
771 $22K
CBSH
Commerce Bancshares Inc

Financial Services
195
New
$58.85 - $68.59 $11.5K - $13.4K
195 $12K
NFLX
Netflix Inc

Communication Services
10
+ 23.26%
$828.4 - $1058.6 $8.28K - $10.6K
53 $49K
LNG
Cheniere Energy, Inc.

Energy
44
New
$209.32 - $253.66 $9.21K - $11.2K
44 $10K
AMD
Advanced Micro Devices Inc

Technology
100
+ 125.0%
$96.63 - $129.55 $9.66K - $13K
180 $18K
UBER
Uber Technologies, Inc

Technology
130
New
$63.17 - $81.49 $8.21K - $10.6K
130 $9K
ISRG
Intuitive Surgical Inc

Healthcare
18
New
$476.63 - $610.45 $8.58K - $11K
18 $8K
DIS
Walt Disney CO

Communication Services
97
+ 95.1%
$96.87 - $114.0 $9.4K - $11.1K
199 $19K
GE
General Electric CO

Industrials
33
New
$168.59 - $212.13 $5.56K - $7K
33 $6K
GIS
General Mills Inc

Consumer Defensive
59
+ 590.0%
$57.56 - $65.3 $3.4K - $3.85K
69 $4K
TAP
Molson Coors Beverage CO

Consumer Defensive
80
New
$52.44 - $62.91 $4.2K - $5.03K
80 $4K
PFE
Pfizer Inc

Healthcare
293
+ 7.93%
$25.01 - $27.13 $7.33K - $7.95K
3.99K $101K
GOOG
Alphabet Inc.

Communication Services
30
New
$156.06 - $207.71 $4.68K - $6.23K
30 $4K
DOW
Dow Inc.

Basic Materials
187
+ 31.27%
$34.36 - $41.92 $6.43K - $7.84K
785 $27K
TLT
Ishares Barclays 20+ Year Trea

ETFs
32
+ 64.0%
$85.29 - $92.57 $2.73K - $2.96K
82 $7K
UPS
United Parcel Service Inc

Industrials
58
+ 26.85%
$109.66 - $136.26 $6.36K - $7.9K
274 $30K
SHEL
Shell PLC

Energy
51
New
$62.84 - $73.29 $3.2K - $3.74K
51 $3K
CYBR
Cyber Ark Software Ltd.

Technology
7
+ 20.59%
$312.8 - $414.31 $2.19K - $2.9K
41 $13K
CRSP
Crispr Therapeutics Ag

Healthcare
59
New
$34.03 - $53.02 $2.01K - $3.13K
59 $2K
ASML
Asml Holding Nv

Technology
4
New
$662.63 - $776.99 $2.65K - $3.11K
4 $2K
CTVA
Corteva, Inc.

Basic Materials
37
New
$55.94 - $66.15 $2.07K - $2.45K
37 $2K
NET
Cloudflare, Inc.

Technology
17
New
$110.71 - $176.5 $1.88K - $3K
17 $1K
SQ
Block, Inc.

Technology
25
New
$54.04 - $92.95 $1.35K - $2.32K
25 $1K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
100
+ 33.33%
$11.29 - $11.8 $1.13K - $1.18K
400 $4K
SYM
Symbotic Inc.

Financial Services
82
+ 82.0%
$20.16 - $33.5 $1.65K - $2.75K
182 $3K
CRM
Salesforce, Inc.

Technology
1
+ 33.33%
$268.36 - $359.95 $268 - $360
4 $1K
XUSP
Innovator Etfs Tr Uncapped Acc
2.03K
+ 1184.21%
N/A
2.2K $0
Arm Holdings PLC Sponsored Ads
15
New
N/A
15 $0
BAC
Bank Of America Corp

Financial Services
1
+ 0.4%
$39.61 - $47.74 $39.6 - $47.7
249 $10K
MRK
Merck & Co., Inc.

Healthcare
79
+ 9.91%
$83.01 - $101.02 $6.56K - $7.98K
876 $78K
SCHX
Schwab Strategic Tr Us Large C

ETFs
4
+ 0.31%
$21.75 - $24.28 $87 - $97.1
1.31K $28K
TSLA
Tesla, Inc.

Consumer Cyclical
167
+ 44.77%
$222.15 - $428.22 $37.1K - $71.5K
540 $139K
NVDA
Nvidia Corp

Technology
24
+ 2.26%
$106.98 - $149.43 $2.57K - $3.59K
1.08K $117K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
112
+ 0.1%
$57.21 - $65.8 $6.41K - $7.37K
111K $6.48M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.1K
+ 1.23%
$23.16 - $27.04 $71.7K - $83.7K
255K $5.99M
Activity Summary
Buys All Purchases 51 New Holdings 17 Increased Positions 34 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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