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
XLC
Select Sector Spdr Tr Communic

ETFs
693
+ 11.22%
$105.99 - $119.41 $73.5K - $82.8K
6.87K $813K
GLW
Corning Inc

Technology
5
+ 0.13%
$51.6 - $82.03 $258 - $410
3.93K $322K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.52K
+ 12.67%
$55.15 - $58.11 $83.8K - $88.3K
13.5K $776K
PFE
Pfizer Inc

Healthcare
2.05K
+ 4.31%
$23.29 - $25.88 $47.7K - $53.1K
49.6K $1.27M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.79K
+ 5.2%
$55.61 - $57.37 $99.5K - $103K
36.2K $2.07M
RDVY
First Trust Rising Dividend Ac

ETFs
1.22K
+ 28.87%
$62.38 - $67.29 $75.9K - $81.8K
5.43K $365K
Lam Research Corp
152
+ 6.95%
N/A
2.34K $313K
VXF
Vanguard Extended Market ETF

ETFs
363
+ 26.48%
$193.58 - $213.07 $70.3K - $77.3K
1.73K $362K
DGRO
Ishares Core Dividend Growth E

ETFs
231
+ 1.19%
$64.12 - $68.08 $14.8K - $15.7K
19.7K $1.34M
EXI
Ishares Global Industrials ETF

ETFs
426
+ 16.36%
$164.53 - $172.75 $70.1K - $73.6K
3.03K $523K
VHT
Vanguard Health Care ETF

ETFs
83
+ 1.65%
$239.12 - $259.95 $19.8K - $21.6K
5.11K $1.33M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
70
+ 1.58%
$82.22 - $96.68 $5.76K - $6.77K
4.5K $435K
VFH
Vanguard Financial ETF

ETFs
55
+ 0.34%
$125.23 - $132.78 $6.89K - $7.3K
16.5K $2.16M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
736
+ 18.04%
$68.24 - $73.73 $50.2K - $54.3K
4.82K $353K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.39K
+ 4.15%
$22.9 - $23.58 $54.7K - $56.4K
59.9K $1.41M
VNQ
Vanguard Specialized Funds Van

ETFs
617
+ 15.02%
$88.47 - $93.24 $54.6K - $57.5K
4.73K $432K
VGT
Vanguard Information Technolog

ETFs
30
+ 8.45%
$656.44 - $753.15 $19.7K - $22.6K
385 $287K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
742
+ 2.23%
$59.81 - $60.11 $44.4K - $44.6K
34K $2.04M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
1.04K
+ 13.99%
$37.5 - $40.3 $39K - $41.9K
8.47K $337K
LMT
Lockheed Martin Corp

Industrials
24
+ 2.88%
$410.74 - $499.21 $9.86K - $12K
856 $427K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
50
+ 3.43%
$225.11 - $247.9 $11.3K - $12.4K
1.51K $372K
WMT
Walmart Inc.

Consumer Defensive
26
+ 0.39%
$94.4 - $104.27 $2.45K - $2.71K
6.62K $682K
XTEN
Bondbloxx ETF Tr Bloomberg 10
566
+ 2.61%
N/A
22.3K $1.04M
WFC
Wells Fargo & Company

Financial Services
20
+ 0.23%
$77.05 - $85.16 $1.54K - $1.7K
8.56K $717K
IWY
Ishares Tr Russell 200 Growth

ETFs
9
+ 0.77%
$243.93 - $275.62 $2.2K - $2.48K
1.18K $323K
DD
Du Pont De Nemours, Inc.

Basic Materials
2
+ 0.06%
$69.9 - $78.26 $140 - $157
3.54K $275K
Blackrock ETF Trust Ii
545
+ 5.65%
N/A
10.2K $542K
BDX
Becton Dickinson & CO

Healthcare
2
+ 0.1%
$172.41 - $199.66 $345 - $399
2.08K $389K
BA
Boeing CO

Industrials
93
+ 6.23%
$209.79 - $237.38 $19.5K - $22.1K
1.59K $342K
MBB
Ishares Tr

ETFs
166
+ 1.52%
$92.46 - $95.73 $15.3K - $15.9K
11.1K $1.05M
MGC
Vanguard Mega Cap ETF

ETFs
2
+ 0.14%
$224.2 - $245.55 $448 - $491
1.43K $347K
MCD
Mcdonalds Corp

Consumer Cyclical
11
+ 0.54%
$291.67 - $316.99 $3.21K - $3.49K
2.06K $625K
CSX
Csx Corp

Industrials
7
+ 0.08%
$32.05 - $36.52 $224 - $256
9.06K $321K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
58
+ 3.12%
$108.46 - $120.63 $6.29K - $7K
1.92K $228K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
218
+ 2.3%
$100.16 - $100.7 $21.8K - $22K
9.68K $974K
FANG
Diamondback Energy, Inc.

Energy
20
+ 0.58%
$134.53 - $152.5 $2.69K - $3.05K
3.46K $494K
AXP
American Express CO

Financial Services
1
+ 0.06%
$294.27 - $342.31 $294 - $342
1.54K $512K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
19
+ 0.52%
$94.17 - $99.95 $1.79K - $1.9K
3.65K $364K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
715
+ 4.48%
$23.54 - $23.97 $16.8K - $17.1K
16.7K $399K
VIG
Vanguard Dividend Appreciation

ETFs
9
+ 0.6%
N/A
1.52K $327K
UNP
Union Pacific Corp

Industrials
1
+ 0.03%
$214.91 - $237.16 $215 - $237
2.93K $693K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
297
+ 3.31%
$50.85 - $51.35 $15.1K - $15.3K
9.28K $475K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
17
+ 0.27%
$70.77 - $73.59 $1.2K - $1.25K
6.27K $459K
EMB
Ishares Tr

ETFs
50
+ 1.72%
$91.52 - $95.59 $4.58K - $4.78K
2.96K $281K
AMGN
Amgen Inc

Healthcare
12
+ 0.44%
$271.18 - $309.22 $3.25K - $3.71K
2.76K $780K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
412
+ 3.57%
$13.62 - $14.27 $5.61K - $5.88K
11.9K $170K
ICSH
Blackrock Ultra Short Term Bon

ETFs
173
+ 3.7%
$50.52 - $50.75 $8.74K - $8.78K
4.85K $246K
TMUS
T Mobile Us, Inc.

Communication Services
24
+ 2.59%
$226.02 - $259.01 $5.42K - $6.22K
949 $227K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
81
+ 0.3%
$22.64 - $23.22 $1.83K - $1.88K
26.7K $617K
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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