Investor'S Fiduciary Advisor Network, LLC Portfolio Holdings

Investor'S Fiduciary Advisor Network, LLC

  • $212 Million
  • Q1 2025

Investor'S Fiduciary Advisor Network, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $212 Million distributed in 166 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $13.4M, Apple Inc. with a value of $11M, Invesco Qqq Trust, Series 1 with a value of $8.39M, Microsoft Corp with a value of $6.93M, and Spdr Bloomberg 1 3 Month T Bil with a value of $5.18M.

Examining the 13F form we can see an decrease of $49.1M in the current position value, from $261M to 212M.

Investor'S Fiduciary Advisor Network, LLC is based out at Snoqualmie, WA

Below you can find more details about Investor'S Fiduciary Advisor Network, LLC portfolio as well as his latest detailed transactions.

Portfolio value $212 Million
ETFs: $128 Million
Technology: $23.8 Million
Real Estate: $10.7 Million
Healthcare: $8.37 Million
Financial Services: $8.03 Million
Consumer Cyclical: $7.45 Million
Energy: $4.96 Million
Communication Services: $4.06 Million
Other: $7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.4 Million 6.31% of portfolio
478,996
Q1 2025 Added 1.36%
$3.42T
$11 Million 5.2% of portfolio
49,663
Q1 2025 Reduced 19.3%
$0
$8.39 Million 3.95% of portfolio
17,886
Q1 2025 Reduced 2.84%
$2.95T
$6.93 Million 3.27% of portfolio
18,465
Q1 2025 Reduced 50.37%
$0
$5.18 Million 2.44% of portfolio
56,444
Q1 2025 Reduced 4.32%
$0
$5.13 Million 2.42% of portfolio
30,047
Q1 2025 Added 1.19%
$35.7B
$4.85 Million 2.29% of portfolio
83,688
Q1 2025 Added 3.78%
$1.88T
$4.56 Million 2.15% of portfolio
23,969
Q1 2025 Reduced 6.95%
$0
$4.27 Million 2.01% of portfolio
33,095
Q1 2025 Reduced 5.52%
$0
$4.04 Million 1.9% of portfolio
39,507
Q1 2025 Reduced 9.97%
$0
$3.56 Million 1.68% of portfolio
63,095
Q1 2025 Added 3.03%
$565B
$3.45 Million 1.63% of portfolio
9,854
Q1 2025 Reduced 15.49%
$0
$2.96 Million 1.4% of portfolio
48,916
Q1 2025 Added 4.34%
$0
$2.86 Million 1.35% of portfolio
35,642
Q1 2025 Reduced 6.25%
$0
$2.82 Million 1.33% of portfolio
42,888
Q1 2025 Reduced 4.15%
$0
$2.79 Million 1.32% of portfolio
27,292
Q1 2025 Reduced 0.09%
$26.1B
$2.66 Million 1.26% of portfolio
30,949
Q1 2025 Reduced 10.75%
$0
$2.62 Million 1.24% of portfolio
10,138
Q1 2025 Reduced 6.27%
$216B
$2.48 Million 1.17% of portfolio
27,574
Q1 2025 Reduced 19.25%
$0
$2.47 Million 1.16% of portfolio
65,773
Q1 2025 Added 27.09%
$979B
$2.41 Million 1.14% of portfolio
15,438
Q1 2025 Reduced 1.37%
$7.16B
$2.34 Million 1.1% of portfolio
18,111
Q1 2025 Reduced 2.36%
$78B
$2.29 Million 1.08% of portfolio
13,692
Q1 2025 Reduced 13.5%
$0
$2.21 Million 1.04% of portfolio
10,709
Q1 2025 Reduced 11.8%
$0
$2.16 Million 1.02% of portfolio
46,296
Q1 2025 Added 6.98%
$0
$2.06 Million 0.97% of portfolio
44,722
Q1 2025 Reduced 2.23%
$0
$2.01 Million 0.95% of portfolio
11,624
Q1 2025 Added 12.53%
$0
$1.98 Million 0.94% of portfolio
16,611
Q1 2025 Reduced 4.67%
$0
$1.9 Million 0.89% of portfolio
31,691
Q1 2025 Reduced 2.55%
$0
$1.86 Million 0.88% of portfolio
80,542
Q1 2025 Reduced 0.71%
$0
$1.86 Million 0.88% of portfolio
5,020
Q1 2025 Reduced 5.99%
$0
$1.86 Million 0.87% of portfolio
39,071
Q1 2025 Reduced 0.05%
$0
$1.74 Million 0.82% of portfolio
9,332
Q1 2025 Reduced 15.94%
$0
$1.75 Million 0.82% of portfolio
18,833
Q1 2025 Reduced 6.8%
$0
$1.63 Million 0.77% of portfolio
28,451
Q1 2025 Added 10.03%
$0
$1.58 Million 0.75% of portfolio
36,455
Q1 2025 Reduced 1.69%
$0
$1.52 Million 0.72% of portfolio
22,634
Q1 2025 Added 2.32%
$440B
$1.5 Million 0.71% of portfolio
1,584
Q1 2025 Reduced 21.58%
$271B
$1.48 Million 0.7% of portfolio
13,669
Q1 2025 Reduced 25.53%
$0
$1.48 Million 0.7% of portfolio
20,209
Q1 2025 Added 14.93%
$0
$1.47 Million 0.69% of portfolio
30,124
Q1 2025 Reduced 3.09%
$0
$1.45 Million 0.68% of portfolio
31,537
Q1 2025 New
$0
$1.44 Million 0.68% of portfolio
26,173
Q1 2025 Added 115.11%
$100B
$1.45 Million 0.68% of portfolio
15,721
Q1 2025 Reduced 3.26%
$0
$1.42 Million 0.67% of portfolio
27,517
Q1 2025 Added 10.76%
$0
$1.39 Million 0.66% of portfolio
14,829
Q1 2025 Reduced 0.07%
$0
$1.41 Million 0.66% of portfolio
60,921
Q1 2025 Added 3.88%
$0
$1.38 Million 0.65% of portfolio
30,947
Q1 2025 Reduced 7.04%
$0
$1.37 Million 0.64% of portfolio
11,219
Q1 2025 Added 5.01%

Summary

  • Portfolio
  • No. of Stocks 166
  • Current Value $212 Million
  • Prior Value $261 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 98 stocks
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