Ifs Advisors, LLC Incresed Positions 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
T
At&T Inc.

Communication Services
2.47K
+ 286.64%
$21.22 - $23.88 $52.4K - $58.9K
3.33K $75K
MMM
3 M CO

Industrials
400
+ 253.16%
$124.74 - $137.12 $49.9K - $54.8K
558 $72K
ABBV
Abb Vie Inc.

Healthcare
300
+ 150.0%
$164.99 - $203.87 $49.5K - $61.2K
500 $88K
MO
Altria Group, Inc.

Consumer Defensive
750
+ 330.4%
$49.06 - $57.74 $36.8K - $43.3K
977 $51K
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
AEP
American Electric Power CO Inc

Utilities
300
+ 52.54%
$90.91 - $102.21 $27.3K - $30.7K
871 $80K
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
MRK
Merck & Co., Inc.

Healthcare
200
+ 33.5%
$96.31 - $114.76 $19.3K - $23K
797 $79K
RTX
Raytheon Technologies Corp

Industrials
100
+ 312.5%
$114.45 - $127.21 $11.4K - $12.7K
132 $15K
KHC
Kraft Heinz CO

Consumer Defensive
400
+ 140.35%
$30.1 - $36.02 $12K - $14.4K
685 $21K
CVX
Chevron Corp

Energy
73
+ 304.17%
$141.15 - $162.53 $10.3K - $11.9K
97 $14K
KKR
Kkr & Co. Inc.

Financial Services
54
+ 83.08%
$129.87 - $162.87 $7.01K - $8.79K
119 $17K
KO
Coca Cola CO

Consumer Defensive
100
+ 67.57%
$61.74 - $71.71 $6.17K - $7.17K
248 $15K
CG
Carlyle Group Inc.

Financial Services
1
+ 4.55%
$43.2 - $54.81 $43.2 - $54.8
23 $1K
SONY
Sony Group Corp

Technology
472
+ 400.0%
$17.53 - $96.8 $8.27K - $45.7K
590 $12K
CSCO
Cisco Systems, Inc.

Technology
1
+ 2.94%
$52.45 - $60.02 $52.5 - $60
35 $2K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
699
+ 184.43%
$26.93 - $84.95 $18.8K - $59.4K
1.08K $29K
SCHA
Schwab Strategic Tr Us Small C

ETFs
123K
+ 95.62%
$25.33 - $51.16 $3.12M - $6.3M
252K $6.51M
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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