Ifs Advisors, LLC Purchases in Q4 2024

Ifs Advisors, LLC

  • $127 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
2.22K
+ 1571.63%
$105.51 - $125.37 $234K - $278K
2.36K $253K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
429
+ 67.03%
$442.29 - $483.08 $190K - $207K
1.07K $484K
AAPL
Apple Inc.

Technology
226
+ 12.77%
$221.69 - $259.02 $50.1K - $58.5K
2K $499K
PFE
Pfizer Inc

Healthcare
3.28K
+ 787.74%
$24.8 - $30.19 $81.3K - $98.9K
3.69K $97K
WMT
Walmart Inc.

Consumer Defensive
900
+ 3000.0%
$79.1 - $95.7 $71.2K - $86.1K
930 $84K
AMZN
Amazon Com Inc

Consumer Cyclical
325
+ 1625.0%
$180.88 - $232.93 $58.8K - $75.7K
345 $75K
PM
Philip Morris International Inc.

Consumer Defensive
500
New
$118.38 - $133.06 $59.2K - $66.5K
500 $60K
T
At&T Inc.

Communication Services
2.47K
+ 286.64%
$21.22 - $23.88 $52.4K - $58.9K
3.33K $75K
GD
General Dynamics Corp

Industrials
200
New
$260.28 - $314.03 $52.1K - $62.8K
200 $52K
MMM
3 M CO

Industrials
400
+ 253.16%
$124.74 - $137.12 $49.9K - $54.8K
558 $72K
MO
Altria Group, Inc.

Consumer Defensive
750
+ 330.4%
$49.06 - $57.74 $36.8K - $43.3K
977 $51K
HD
Home Depot, Inc.

Consumer Cyclical
100
+ 158.73%
$385.02 - $431.37 $38.5K - $43.1K
163 $63K
BMY
Bristol Myers Squibb CO

Healthcare
600
+ 359.28%
$51.92 - $59.94 $31.2K - $36K
767 $43K
NVDA
Nvidia Corp

Technology
155
+ 17.13%
$117.0 - $148.88 $18.1K - $23.1K
1.06K $142K
VZ
Verizon Communications Inc

Communication Services
791
+ 244.14%
$39.6 - $45.21 $31.3K - $35.8K
1.12K $44K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.31K
New
$22.4 - $68.28 $29.3K - $89.2K
1.31K $30K
ETR
Entergy Corp

Utilities
400
New
$73.19 - $156.4 $29.3K - $62.6K
400 $30K
LOW
Lowes Companies Inc

Consumer Cyclical
100
New
$244.52 - $284.07 $24.5K - $28.4K
100 $24K
DOW
Dow Inc.

Basic Materials
598
New
$39.1 - $55.34 $23.4K - $33.1K
598 $23K
AEP
American Electric Power CO Inc

Utilities
300
+ 52.54%
$90.91 - $102.21 $27.3K - $30.7K
871 $80K
ABT
Abbott Laboratories

Healthcare
200
New
$111.93 - $119.39 $22.4K - $23.9K
200 $22K
DUK
Duke Energy Corp

Utilities
200
New
$105.76 - $120.76 $21.2K - $24.2K
200 $21K
VO
Vanguard Mid Cap ETF

ETFs
65
+ 0.69%
$261.5 - $284.63 $17K - $18.5K
9.5K $2.51M
UPS
United Parcel Service Inc

Industrials
151
+ 232.31%
$122.65 - $138.35 $18.5K - $20.9K
216 $27K
F
Ford Motor CO

Consumer Cyclical
2.1K
+ 104.75%
$9.69 - $11.4 $20.3K - $23.9K
4.1K $40K
XEL
Xcel Energy Inc

Utilities
200
+ 20.92%
$62.16 - $72.92 $12.4K - $14.6K
1.16K $78K
MSFT
Microsoft Corp

Technology
35
+ 53.85%
$406.35 - $454.46 $14.2K - $15.9K
100 $42K
JNJ
Johnson & Johnson

Healthcare
100
+ 138.89%
$143.34 - $165.86 $14.3K - $16.6K
172 $24K
RTX
Raytheon Technologies Corp

Industrials
100
+ 312.5%
$114.45 - $127.21 $11.4K - $12.7K
132 $15K
MRK
Merck & Co., Inc.

Healthcare
200
+ 33.5%
$96.31 - $114.76 $19.3K - $23K
797 $79K
KNTK
Kinetik Holdings Inc.

Energy
200
New
$45.65 - $61.95 $9.13K - $12.4K
200 $11K
CVX
Chevron Corp

Energy
73
+ 304.17%
$141.15 - $162.53 $10.3K - $11.9K
97 $14K
KHC
Kraft Heinz CO

Consumer Defensive
400
+ 140.35%
$30.1 - $36.02 $12K - $14.4K
685 $21K
IP
International Paper CO

Consumer Cyclical
200
New
$46.64 - $59.57 $9.33K - $11.9K
200 $10K
CWENA
Clearway Energy Inc Cl A
300
New
N/A
300 $10K
KKR
Kkr & Co. Inc.

Financial Services
54
+ 83.08%
$129.87 - $162.87 $7.01K - $8.79K
119 $17K
SCHQ
Schwab Strategic Tr Long Term

ETFs
300
New
$31.33 - $35.13 $9.4K - $10.5K
300 $9K
LPL
Lg Display Co., Ltd.

Technology
3.04K
New
$3.07 - $4.02 $9.33K - $12.2K
3.04K $9K
SNOW
Snowflake Inc.

Technology
58
New
$109.65 - $186.51 $6.36K - $10.8K
58 $8K
POR
Portland General Electric CO

Utilities
200
New
$43.52 - $48.99 $8.7K - $9.8K
200 $8K
KMI
Kinder Morgan, Inc.

Energy
300
New
$22.59 - $28.54 $6.78K - $8.56K
300 $8K
DELL
Dell Technologies Inc.

Technology
75
New
$111.96 - $144.21 $8.4K - $10.8K
75 $8K
RF
Regions Financial Corp

Financial Services
300
New
$22.45 - $27.47 $6.74K - $8.24K
300 $7K
CNP
Centerpoint Energy Inc

Utilities
200
New
$28.58 - $32.66 $5.72K - $6.53K
200 $6K
KO
Coca Cola CO

Consumer Defensive
100
+ 67.57%
$61.74 - $71.71 $6.17K - $7.17K
248 $15K
ENB
Enbridge Inc

Energy
100
New
$40.4 - $43.92 $4.04K - $4.39K
100 $4K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
300
New
$11.42 - $12.5 $3.43K - $3.75K
300 $3K
AIQ
Global X Funds Global X Artifi

ETFs
100
New
$36.57 - $40.57 $3.66K - $4.06K
100 $3K
NAVI
Navient Corp

Financial Services
300
New
$12.98 - $15.86 $3.89K - $4.76K
300 $3K
Activity Summary
Buys All Purchases 66 New Holdings 34 Increased Positions 32 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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