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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$622B
$589,000 0.45% of portfolio
1,213
Q2 2025 Added 0.58%
$3.45T
$384,000 0.29% of portfolio
1,876
Q2 2025 Reduced 5.06%
$575B
$187,000 0.14% of portfolio
528
Q4 2023 Added 1.93%
$1.05T
$172,000 0.13% of portfolio
542
Q2 2025 Added 0.37%
$416B
$172,000 0.13% of portfolio
1,091
Q2 2025 Added 0.65%
$2.32T
$90,000 0.07% of portfolio
412
Q2 2025 Added 22.62%
$375B
$74,000 0.06% of portfolio
465
Q3 2022 Added 0.43%
$1.58T
$78,000 0.06% of portfolio
107
Q4 2022 Added 613.33%
$530B
$70,000 0.05% of portfolio
53
Q1 2025 Added 23.26%
$253B
$58,000 0.04% of portfolio
197
Q3 2023 Reduced 19.59%
$207B
$47,000 0.04% of portfolio
597
Q2 2025 Reduced 31.85%
$331B
$37,000 0.03% of portfolio
200
Q2 2025 Reduced 60.0%
$250B
$25,000 0.02% of portfolio
180
Q1 2025 Added 125.0%
$294B
$31,000 0.02% of portfolio
217
Q2 2025 Added 1.88%
$380B
$23,000 0.02% of portfolio
63
Q2 2025 Reduced 61.35%
$452B
$22,000 0.02% of portfolio
211
Q2 2025 Reduced 91.31%
$3.77T
$27,000 0.02% of portfolio
56
Q2 2025 Reduced 62.67%
$267B
$10,000 0.01% of portfolio
33
Q4 2021 New
$313B
$9,000 0.01% of portfolio
118
Q2 2023 New
$383B
$11,000 0.01% of portfolio
249
Q1 2025 Added 0.4%
$221B
$12,000 0.01% of portfolio
102
Q2 2025 Reduced 48.74%
$439B
$10,000 0.01% of portfolio
72
Q2 2025 Reduced 67.57%
$417B
$18,000 0.01% of portfolio
19
Q2 2024 Added 46.15%
$301B
$10,000 0.01% of portfolio
148
Q2 2025 Reduced 40.32%
$219B
$4,000 0.0% of portfolio
32
Q2 2025 Reduced 75.76%
$227B
$6,000 0.0% of portfolio
20
Q4 2023 New
$260B
$2,000 0.0% of portfolio
30
Q2 2025 Reduced 96.77%
$280B
$3,000 0.0% of portfolio
4
Q1 2025 New
$855B
$3,000 0.0% of portfolio
11
Q2 2024 Added 10.0%
$264B
$1,000 0.0% of portfolio
4
Q1 2025 Added 33.33%
$280B
$2,000 0.0% of portfolio
35
Q4 2024 Added 2.94%
$290B
$6,000 0.0% of portfolio
26
Q2 2022 Added 116.67%

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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