Investor'S Fiduciary Advisor Network, LLC Incresed Positions in Q2 2025

Investor'S Fiduciary Advisor Network, LLC

  • $269 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
17.4K
+ 94.33%
$354.56 - $497.45 $6.18M - $8.66M
35.9K $17.8M
AMZN
Amazon Com Inc

Consumer Cyclical
4.28K
+ 17.85%
$167.32 - $223.3 $716K - $956K
28.2K $6.2M
NVDA
Nvidia Corp

Technology
5.95K
+ 43.54%
$94.31 - $157.99 $561K - $940K
19.6K $3.1M
CVX
Chevron Corp

Energy
9.88K
+ 216.42%
$133.73 - $168.51 $1.32M - $1.67M
14.5K $2.07M
SCHX
Schwab Strategic Tr Us Large C

ETFs
49.4K
+ 161.46%
$19.6 - $24.44 $968K - $1.21M
80K $1.95M
AAPL
Apple Inc.

Technology
10.3K
+ 20.78%
$172.42 - $223.89 $1.78M - $2.31M
60K $12.3M
PG
Procter & Gamble CO

Consumer Defensive
6.77K
+ 503.05%
$157.66 - $172.39 $1.07M - $1.17M
8.11K $1.29M
CSCO
Cisco Systems, Inc.

Technology
13.3K
+ 287.96%
$53.19 - $69.38 $709K - $925K
18K $1.25M
JNJ
Johnson & Johnson

Healthcare
5.15K
+ 302.7%
$146.36 - $159.82 $754K - $823K
6.85K $1.05M
VTI
Vanguard Total Stock Market Et

ETFs
2.3K
+ 129.41%
$243.75 - $303.93 $560K - $698K
4.07K $1.24M
XLK
Technology Sector Spdr

ETFs
745
+ 6.96%
$179.73 - $253.23 $134K - $189K
11.5K $2.9M
IEMG
Ishares Inc

ETFs
9.88K
+ 106.2%
N/A
19.2K $1.15M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.36K
+ 10.15%
$114.78 - $133.31 $385K - $448K
36.5K $4.86M
SPYG
Spdr Portfolio

ETFs
512
+ 1.44%
$71.83 - $95.32 $36.8K - $48.8K
36.2K $3.45M
COST
Costco Wholesale Corp

Consumer Defensive
501
+ 31.63%
$908.13 - $1056.85 $455K - $529K
2.09K $2.06M
VUG
Vanguard Growth ETF

ETFs
471
+ 9.38%
$329.49 - $438.4 $155K - $206K
5.49K $2.41M
PEP
Pepsico Inc

Consumer Defensive
3.52K
+ 225.74%
$128.02 - $151.37 $450K - $532K
5.08K $670K
AMD
Advanced Micro Devices Inc

Technology
1.3K
+ 21.4%
$78.21 - $143.81 $102K - $187K
7.38K $1.05M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.3K
+ 22.91%
$45.88 - $54.4 $289K - $343K
33.8K $1.84M
PFE
Pfizer Inc

Healthcare
18.4K
+ 62.96%
$21.59 - $24.84 $397K - $457K
47.6K $1.15M
UNP
Union Pacific Corp

Industrials
1.82K
+ 162.58%
$208.27 - $238.46 $378K - $433K
2.93K $674K
KO
Coca Cola CO

Consumer Defensive
5.61K
+ 110.69%
$68.37 - $73.9 $384K - $415K
10.7K $755K
JPIE
J P Morgan Exchange Traded Fd
7.92K
+ 25.12%
$45.12 - $46.32 $357K - $367K
39.5K $1.83M
IQLT
Ishares Msci Intl Quality Fact

ETFs
5.85K
+ 20.41%
$35.9 - $43.76 $210K - $256K
34.5K $1.49M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.99K
+ 21.05%
$51.14 - $57.0 $306K - $341K
34.4K $1.96M
MCD
Mcdonalds Corp

Consumer Cyclical
1.19K
+ 138.81%
$285.55 - $321.23 $340K - $383K
2.05K $598K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.19K
+ 50.85%
$100.04 - $100.54 $319K - $321K
9.46K $951K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.53K
+ 2.42%
$50.39 - $60.05 $76.9K - $91.6K
64.6K $3.88M
V
Visa Inc.

Financial Services
722
+ 7.33%
$308.27 - $373.31 $223K - $270K
10.6K $3.76M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.94K
+ 65.26%
$73.02 - $90.22 $214K - $265K
7.44K $663K
VO
Vanguard Mid Cap ETF

ETFs
215
+ 2.12%
$228.54 - $279.83 $49.1K - $60.2K
10.4K $2.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.28K
+ 16.23%
$72.02 - $73.82 $236K - $242K
23.5K $1.73M
UPS
United Parcel Service Inc

Industrials
2.86K
+ 52.6%
$91.92 - $110.2 $262K - $315K
8.28K $836K
MS
Morgan Stanley

Financial Services
1.05K
+ 27.91%
$99.83 - $140.86 $104K - $147K
4.79K $674K
EFV
Msci Eafe Value ETF

ETFs
2K
+ 9.32%
$52.4 - $64.65 $105K - $129K
23.4K $1.49M
IBM
International Business Machines Corp

Technology
588
+ 55.79%
$221.03 - $294.78 $130K - $173K
1.64K $483K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.59K
+ 2.42%
$32.0 - $39.87 $51K - $63.6K
67.4K $2.68M
RYT
Invesco S&P 500 Equal Weight T

ETFs
376
+ 1.32%
N/A
28.8K $1.18M
IVE
Ishares S&P 500 Value ETF

ETFs
930
+ 20.98%
$168.34 - $195.42 $157K - $182K
5.36K $1.05M
WMT
Walmart Inc.

Consumer Defensive
1.55K
+ 30.71%
$81.79 - $99.98 $127K - $155K
6.6K $645K
JPM
Jpmorgan Chase & CO

Financial Services
67
+ 1.94%
$210.28 - $289.91 $14.1K - $19.4K
3.52K $1.02M
HD
Home Depot, Inc.

Consumer Cyclical
455
+ 15.6%
$335.24 - $380.78 $153K - $173K
3.37K $1.24M
XLC
Select Sector Spdr Tr Communic

ETFs
820
+ 15.31%
$86.13 - $108.53 $70.6K - $89K
6.18K $670K
TSLA
Tesla, Inc.

Consumer Cyclical
305
+ 33.89%
$221.86 - $362.89 $67.7K - $111K
1.21K $382K
NKE
Nike, Inc.

Consumer Cyclical
1.74K
+ 51.36%
$53.27 - $72.04 $92.5K - $125K
5.12K $363K
MRK
Merck & Co., Inc.

Healthcare
5.51K
+ 19.99%
$73.47 - $87.12 $405K - $480K
33.1K $2.62M
SYK
Stryker Corp

Healthcare
287
+ 26.92%
$337.37 - $395.63 $96.8K - $114K
1.35K $535K
GOOGL
Alphabet Inc.

Communication Services
229
+ 5.49%
$144.7 - $178.6 $33.1K - $40.9K
4.4K $774K
ADBE
Adobe Inc.

Technology
324
+ 36.86%
$340.0 - $420.68 $110K - $136K
1.2K $465K
Activity Summary
Buys All Purchases 149 New Holdings 56 Increased Positions 93 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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