Ifs Advisors, LLC Portfolio Holdings

Ifs Advisors, LLC

  • $132 Million
  • Q2 2025

Ifs Advisors, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $132 Million distributed in 170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $39.1M, Ishares Trishares 0 3 Mnth Tre with a value of $21.5M, Ishares Tr with a value of $15.9M, Ishares Core Dividend Growth E with a value of $13.2M, and Schwab Strategic Tr Us Large C with a value of $11.8M.

Examining the 13F form we can see an increase of $9.53M in the current position value, from $122M to 132M.

Below you can find more details about Ifs Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $132 Million
ETFs: $128 Million
Financial Services: $893,000
Technology: $889,000
Industrials: $501,000
Healthcare: $377,000
Consumer Cyclical: $368,000
Communication Services: $272,000
Utilities: $159,000
Other: $378,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39.1 Million 29.65% of portfolio
63,019
Q2 2025 Reduced 29.94%
$0
$21.5 Million 16.3% of portfolio
213,689
Q2 2025 Added 4.39%
$0
$15.9 Million 12.07% of portfolio
190,896
Q2 2025 Added 50,268.34%
$0
$13.2 Million 9.97% of portfolio
205,834
Q2 2025 Reduced 0.32%
$0
$11.8 Million 8.9% of portfolio
402,260
Q2 2025 New
$0
$9.96 Million 7.55% of portfolio
160,599
Q2 2025 Added 44.3%
$0
$9.22 Million 6.99% of portfolio
84,393
Q2 2025 Added 48.49%
$0
$3.69 Million 2.79% of portfolio
13,181
Q2 2025 Added 31.64%
$0
$1.27 Million 0.97% of portfolio
50,356
Q2 2025 Reduced 80.25%
$0
$727,000 0.55% of portfolio
2,141
Q2 2025 Reduced 0.83%
$0
$311,000 0.24% of portfolio
4,873
Q2 2025 Reduced 3.75%
$0
$310,000 0.23% of portfolio
737
Q2 2025 Added 22.43%
$0
$228,000 0.17% of portfolio
414
Q1 2022 Reduced 32.24%
$0
$216,000 0.16% of portfolio
491
Q1 2022 Added 6.05%
$0
$150,000 0.11% of portfolio
265
Q2 2025 Reduced 8.3%
$0
$98,000 0.07% of portfolio
2,072
Q2 2025 Added 4.28%
$0
$63,000 0.05% of portfolio
96
Q2 2025 Reduced 99.52%
$0
$61,000 0.05% of portfolio
4,700
Q2 2022 Added 123.81%
$0
$49,000 0.04% of portfolio
600
Q1 2024 Reduced 2.76%
$0
$51,000 0.04% of portfolio
1,000
Q2 2022 New
$0
$33,000 0.03% of portfolio
1,266
Q2 2025 Added 17.44%
$0
$34,000 0.03% of portfolio
611
Q2 2025 New
$0
$22,000 0.02% of portfolio
105
Q2 2025 New
$5.37B
$13,000 0.01% of portfolio
186
Q2 2025 Added 24.0%
$0
$14,000 0.01% of portfolio
213
Q4 2021 New
$0
$7,000 0.01% of portfolio
82
Q1 2025 Added 64.0%
$0
$14,000 0.01% of portfolio
341
Q2 2025 New
$0
$12,000 0.01% of portfolio
299
Q2 2024 Added 190.29%
$0
$0 0.0% of portfolio
1
Q4 2024 New
$0
$6,000 0.0% of portfolio
200
Q1 2023 New
$0
$0 0.0% of portfolio
155
Q4 2021 New
$0
$3,000 0.0% of portfolio
60
Q4 2021 New

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $132 Million
  • Prior Value $122 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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