Investor'S Fiduciary Advisor Network, LLC Purchases in Q3 2025

Investor'S Fiduciary Advisor Network, LLC

  • $295 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.38K
New
$459.11 - $506.91 $4.31M - $4.76M
9.38K $4.72M
Morgan Stanley ETF Trust
19.5K
New
N/A
19.5K $987K
JMBS
Janus Detroit Str Tr Henderson

ETFs
19.3K
New
$44.34 - $45.94 $856K - $887K
19.3K $881K
XLG
Invesco Exchange Traded Fd Tr

ETFs
10.5K
+ 106.16%
$51.78 - $57.89 $542K - $606K
20.3K $1.17M
IQLT
Ishares Msci Intl Quality Fact

ETFs
13.8K
+ 39.89%
$41.43 - $44.2 $570K - $609K
48.3K $2.13M
CWEN
Clearway Energy, Inc.

Utilities
20.2K
New
$27.89 - $32.98 $564K - $666K
20.2K $570K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
22.8K
New
$22.65 - $25.1 $516K - $572K
22.8K $520K
BAR
Granite Shares Gold Trust

ETFs
12.9K
New
$32.23 - $38.06 $417K - $493K
12.9K $492K
VZ
Verizon Communications Inc

Communication Services
10.2K
+ 50.46%
$40.84 - $45.06 $418K - $461K
30.5K $1.34M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.46K
+ 25.14%
$134.94 - $145.86 $332K - $359K
12.2K $1.78M
Ishares Tr
12.7K
New
N/A
12.7K $400K
Blackrock ETF Trust
10.5K
+ 149.84%
N/A
17.6K $600K
CVX
Chevron Corp

Energy
1.32K
+ 9.14%
$145.57 - $161.83 $192K - $214K
15.8K $2.45M
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.58K
+ 10.73%
$24.46 - $26.5 $210K - $227K
88.6K $2.33M
Global X Fds
5.11K
New
N/A
5.11K $358K
XLK
Technology Sector Spdr

ETFs
33
+ 0.29%
$250.97 - $282.66 $8.28K - $9.33K
11.5K $3.24M
GOOGL
Alphabet Inc.

Communication Services
80
+ 1.82%
$174.36 - $254.72 $13.9K - $20.4K
4.48K $1.09M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.11K
New
$224.68 - $282.71 $248K - $312K
1.11K $308K
TROW
Price T Rowe Group Inc

Financial Services
2.97K
New
$98.67 - $111.52 $293K - $331K
2.97K $304K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
850
+ 1.26%
$39.37 - $44.24 $33.5K - $37.6K
68.2K $2.99M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
8.31K
New
$33.78 - $36.74 $281K - $305K
8.31K $302K
FGLD
Franklin Templeton Holdings Trust
5.76K
New
N/A
5.76K $297K
O
Realty Income Corp

Real Estate
294
+ 0.35%
$56.13 - $60.79 $16.5K - $17.9K
85.5K $5.2M
GE
General Electric CO

Industrials
926
New
$244.75 - $305.63 $227K - $283K
926 $278K
AVEM
American Centy ETF Tr Avantis

ETFs
3.45K
New
$68.33 - $75.41 $236K - $260K
3.45K $258K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.34K
New
$98.52 - $103.93 $231K - $244K
2.34K $241K
XLF
Financial Sector Spdr

ETFs
4.47K
New
$51.37 - $54.25 $230K - $243K
4.47K $240K
JNJ
Johnson & Johnson

Healthcare
55
+ 0.8%
$155.17 - $185.42 $8.53K - $10.2K
6.91K $1.28M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.19K
+ 11.65%
$62.54 - $68.42 $137K - $150K
21K $1.42M
VTC
Vanguard Scottsdale Fds Total

ETFs
2.93K
New
$76.18 - $78.81 $223K - $231K
2.93K $229K
BEN
Franklin Resources Inc

Financial Services
9.58K
New
$23.13 - $26.03 $222K - $249K
9.58K $221K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.08K
+ 27.99%
$87.05 - $93.19 $181K - $194K
9.52K $884K
ABBV
Abb Vie Inc.

Healthcare
42
+ 0.91%
$184.85 - $231.54 $7.76K - $9.72K
4.64K $1.08M
INTC
Intel Corp

Technology
97
+ 0.52%
$19.31 - $35.5 $1.87K - $3.44K
18.9K $633K
RYT
Invesco S&P 500 Equal Weight T

ETFs
2.26K
+ 7.85%
N/A
31.1K $1.39M
LHX
L3 Harris Technologies, Inc.

Industrials
679
New
$252.18 - $305.41 $171K - $207K
679 $207K
Viking Holdings LTD
3.34K
New
N/A
3.34K $207K
AMAT
Applied Materials Inc

Technology
992
New
$156.25 - $204.95 $155K - $203K
992 $203K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.69K
+ 4.99%
$53.81 - $57.52 $90.8K - $97K
35.5K $2.04M
GLD
Spdr Gold Trust

ETFs
565
New
$300.96 - $355.47 $170K - $201K
565 $200K
GLDM
World Gold Trust

ETFs
1.93K
+ 48.68%
$64.73 - $76.45 $125K - $148K
5.9K $450K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.99K
+ 4.15%
$91.44 - $91.77 $182K - $183K
50K $4.59M
FDVV
Fidelity High Dividend ETF

ETFs
2.22K
+ 17.33%
$52.42 - $55.71 $116K - $123K
15K $835K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
214
+ 38.28%
$567.77 - $614.76 $122K - $132K
773 $473K
VTV
Vanguard Value ETF

ETFs
205
+ 1.75%
$175.51 - $186.57 $36K - $38.2K
11.9K $2.23M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
5.56K
+ 9.31%
$22.89 - $23.7 $127K - $132K
65.3K $1.54M
SPTS
Spdr Portfolio Short Term Trea

ETFs
5.05K
+ 13.09%
$29.12 - $29.34 $147K - $148K
43.6K $1.28M
VTI
Vanguard Total Stock Market Et

ETFs
152
+ 3.73%
$303.93 - $329.86 $46.2K - $50.1K
4.22K $1.39M
IXJ
Ishares Global Healthcare ETF

ETFs
1.54K
+ 31.19%
$82.73 - $89.14 $127K - $137K
6.46K $572K
Activity Summary
Buys All Purchases 107 New Holdings 23 Increased Positions 84 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
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