Ifs Advisors, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $126 Million distributed in 158 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 $53.1M, Ishares Trishares 0 3 Mnth Tre with a value of $19.9M, Ishares Core Dividend Growth E with a value of $12.8M, Vanguard Information Technolog with a value of $12.6M, and Ishares Core S&P Mid Cap ETF with a value of $7.11M.

Examining the 13F form we can see an increase of $7.7M in the current position value, from $118M to 126M.

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

Portfolio value $126 Million
ETFs: $124 Million
Technology: $663,000
Financial Services: $530,000
Industrials: $450,000
Consumer Cyclical: $176,000
Consumer Defensive: $163,000
Healthcare: $161,000
Utilities: $156,000
Other: $292,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $126 Million
  • Prior Value $118 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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