Interactive Financial Advisors Portfolio Holdings

Interactive Financial Advisors

  • $182 Million
  • Q1 2025

Interactive Financial Advisors has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $182 Million distributed in 84 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 $25.4M, Ishares Core U.S. Aggregate Bo with a value of $14.3M, Vanguard Dividend Appreciation with a value of $10.7M, Vanguard Ftse Developed Market with a value of $10.4M, and Invesco Qqq Trust, Series 1 with a value of $9.47M.

Examining the 13F form we can see an decrease of $1.73M in the current position value, from $184M to 182M.

Interactive Financial Advisors is based out at Chicago, IL

Below you can find more details about Interactive Financial Advisors portfolio as well as his latest detailed transactions.

Portfolio value $182 Million
ETFs: $176 Million
Technology: $2.17 Million
Financial Services: $1.29 Million
Industrials: $699,000
Consumer Cyclical: $624,000
Utilities: $585,000
Healthcare: $358,000
Energy: $246,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.4 Million 13.91% of portfolio
45,125
Q1 2025 Added 1.04%
$0
$14.3 Million 7.84% of portfolio
144,383
Q1 2025 Added 0.82%
$0
$10.7 Million 5.89% of portfolio
58,906
Q1 2025 Reduced 0.9%
$0
$10.4 Million 5.72% of portfolio
205,216
Q1 2025 Added 3.7%
$0
$9.47 Million 5.2% of portfolio
20,203
Q1 2025 Added 4.34%
$0
$6.91 Million 3.79% of portfolio
40,408
Q1 2025 Added 3.75%
$0
$6.55 Million 3.59% of portfolio
71,948
Q1 2025 Added 10.17%
$0
$5.31 Million 2.91% of portfolio
159,748
Q1 2025 Added 1.25%
$0
$4.6 Million 2.52% of portfolio
200,107
Q1 2025 Added 1.35%
$0
$4.5 Million 2.47% of portfolio
57,392
Q1 2025 Added 4.33%
$0
$4.48 Million 2.46% of portfolio
54,036
Q1 2025 Added 4.6%
$0
$4.37 Million 2.4% of portfolio
89,437
Q1 2025 Added 1.22%
$0
$4.2 Million 2.3% of portfolio
16,334
Q1 2025 Added 5.61%
$0
$4.17 Million 2.29% of portfolio
45,937
Q1 2025 Added 0.51%
$0
$3.94 Million 2.16% of portfolio
66,776
Q1 2025 Reduced 1.15%
$0
$3.6 Million 1.98% of portfolio
23,853
Q1 2025 Reduced 0.82%
$0
$3.33 Million 1.83% of portfolio
22,794
Q1 2025 Added 13.2%
$0
$3.14 Million 1.72% of portfolio
20,517
Q1 2025 Reduced 0.71%
$0
$2.69 Million 1.48% of portfolio
24,784
Q1 2025 Reduced 1.63%
$0
$2.66 Million 1.46% of portfolio
92,171
Q1 2025 Added 1.27%
$0
$2.45 Million 1.34% of portfolio
11,875
Q1 2025 Added 6.5%
$0
$2.32 Million 1.27% of portfolio
44,079
Q1 2025 Reduced 0.03%
$0
$2.18 Million 1.2% of portfolio
8,428
Q1 2025 Reduced 0.47%
$0
$2 Million 1.1% of portfolio
25,344
Q1 2025 Added 2.44%
$0
$1.9 Million 1.04% of portfolio
25,009
Q1 2025 Reduced 3.19%
$3.42T
$1.8 Million 0.99% of portfolio
8,096
Q1 2024 Reduced 22.95%
$0
$1.66 Million 0.91% of portfolio
16,494
Q1 2025 Reduced 2.79%
$0
$1.65 Million 0.9% of portfolio
12,756
Q1 2025 Reduced 2.05%
$0
$1.51 Million 0.83% of portfolio
16,196
Q1 2025 Added 27.15%
$0
$1.34 Million 0.73% of portfolio
44,611
Q1 2025 Reduced 0.19%
$0
$1.12 Million 0.62% of portfolio
10,119
Q1 2025 Added 0.01%
$0
$1.09 Million 0.6% of portfolio
8,125
Q1 2025 Reduced 0.45%
$0
$944,000 0.52% of portfolio
12,499
Q1 2025 Reduced 36.29%
$0
$861,000 0.47% of portfolio
4,073
Q1 2025 Added 6.07%
$0
$814,000 0.45% of portfolio
9,962
Q1 2025 Added 0.2%
$0
$778,000 0.43% of portfolio
1,514
Q1 2025 Reduced 6.6%
$0
$783,000 0.43% of portfolio
4,588
Q1 2025 Reduced 0.61%
$0
$769,000 0.42% of portfolio
15,326
Q1 2025 Added 0.17%
$0
$726,000 0.4% of portfolio
16,662
Q1 2025 Reduced 0.95%
$0
$728,000 0.4% of portfolio
9,125
Q1 2025 Reduced 1.82%
$5.14B
$699,000 0.38% of portfolio
4,504
Q1 2025 Added 0.09%
$0
$668,000 0.37% of portfolio
27,436
Q1 2025 Reduced 0.48%
$0
$666,000 0.37% of portfolio
7,710
Q1 2025 Reduced 4.92%
$0
$658,000 0.36% of portfolio
30,598
Q1 2025 Reduced 4.2%
$0
$642,000 0.35% of portfolio
5,575
Q1 2025 Added 0.02%
$0
$596,000 0.33% of portfolio
15,810
Q1 2025 Added 2.18%
$0
$577,000 0.32% of portfolio
10,218
Q1 2024 Reduced 84.51%
$0
$587,000 0.32% of portfolio
1,050
Q1 2025 Reduced 2.14%
$0
$589,000 0.32% of portfolio
5,947
Q1 2025 Reduced 2.36%

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $182 Million
  • Prior Value $184 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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