Ifs Advisors, LLC Reduced Holdings in Q2 2025

Ifs Advisors, LLC

  • $132 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-26.9K
- 29.94%
$498.8 - $620.9 $13.4M - $16.7M
63K $39.1M
VGT
Vanguard Information Technolog

ETFs
-20.1K
- 99.52%
$470.37 - $663.28 $9.44M - $13.3M
96 $63K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-205K
- 80.25%
$20.42 - $25.3 $4.18M - $5.18M
50.4K $1.27M
XOM
Exxon Mobil Corp

Energy
-2.22K
- 91.31%
$99.93 - $119.04 $221K - $264K
211 $22K
WMT
Walmart Inc.

Consumer Defensive
-900
- 96.77%
$81.79 - $99.98 $73.6K - $90K
30 $2K
T
At&T Inc.

Communication Services
-2.47K
- 74.11%
$26.33 - $28.94 $65K - $71.4K
862 $24K
ABBV
Abb Vie Inc.

Healthcare
-300
- 60.0%
$170.16 - $206.27 $51K - $61.9K
200 $37K
PFE
Pfizer Inc

Healthcare
-2.17K
- 54.34%
$21.59 - $24.84 $46.8K - $53.8K
1.82K $44K
MMM
3 M CO

Industrials
-400
- 71.68%
$126.09 - $154.15 $50.4K - $61.7K
158 $24K
AAPL
Apple Inc.

Technology
-100
- 5.06%
$172.42 - $223.89 $17.2K - $22.4K
1.88K $384K
AEP
American Electric Power CO Inc

Utilities
-300
- 34.44%
$98.59 - $109.11 $29.6K - $32.7K
571 $59K
HD
Home Depot, Inc.

Consumer Cyclical
-100
- 61.35%
$335.24 - $380.78 $33.5K - $38.1K
63 $23K
MRK
Merck & Co., Inc.

Healthcare
-279
- 31.85%
$73.47 - $87.12 $20.5K - $24.3K
597 $47K
MSFT
Microsoft Corp

Technology
-94
- 62.67%
$354.56 - $497.45 $33.3K - $46.8K
56 $27K
JNJ
Johnson & Johnson

Healthcare
-150
- 67.57%
$146.36 - $159.82 $22K - $24K
72 $10K
XEL
Xcel Energy Inc

Utilities
-200
- 17.3%
$65.65 - $72.39 $13.1K - $14.5K
956 $65K
RTX
Raytheon Technologies Corp

Industrials
-100
- 75.76%
$113.75 - $148.48 $11.4K - $14.8K
32 $4K
KHC
Kraft Heinz CO

Consumer Defensive
-400
- 58.39%
$25.61 - $30.81 $10.2K - $12.3K
285 $7K
DOW
Dow Inc.

Basic Materials
-200
- 25.48%
$25.81 - $34.89 $5.16K - $6.98K
585 $15K
CSX
Csx Corp

Industrials
-456
- 59.14%
$26.69 - $32.91 $12.2K - $15K
315 $10K
DIS
Walt Disney CO

Communication Services
-97
- 48.74%
$81.72 - $124.01 $7.93K - $12K
102 $12K
KO
Coca Cola CO

Consumer Defensive
-100
- 40.32%
$68.37 - $73.9 $6.84K - $7.39K
148 $10K
VZ
Verizon Communications Inc

Communication Services
-64
- 4.96%
$41.67 - $45.62 $2.67K - $2.92K
1.23K $53K
GIS
General Mills Inc

Consumer Defensive
-59
- 85.51%
$50.37 - $60.97 $2.97K - $3.6K
10 $0
PRPL
Purple Innovation, Inc.

Consumer Cyclical
-1.78K
- 92.71%
$0.56 - $0.94 $997 - $1.67K
140 $0
Virgin Galactic Holdings Inc Com New
-28
- 56.0%
N/A
22 $0
F
Ford Motor CO

Consumer Cyclical
-300
- 7.33%
$8.69 - $10.85 $2.61K - $3.26K
3.8K $41K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-24
- 8.3%
$456.74 - $568.03 $11K - $13.6K
265 $150K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-190
- 3.75%
$52.66 - $64.01 $10K - $12.2K
4.87K $311K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-18
- 0.83%
$272.36 - $339.57 $4.9K - $6.11K
2.14K $727K
DGRO
Ishares Core Dividend Growth E

ETFs
-670
- 0.32%
$55.22 - $63.94 $37K - $42.8K
206K $13.2M
Activity Summary
Buys All Purchases 26 New Holdings 6 Increased Positions 20 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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