Investor'S Fiduciary Advisor Network, LLC Incresed Positions in Q3 2025

Investor'S Fiduciary Advisor Network, LLC

  • $295 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XTEN
Bondbloxx ETF Tr Bloomberg 10
566
+ 2.61%
N/A
22.3K $1.04M
IWY
Ishares Tr Russell 200 Growth

ETFs
9
+ 0.77%
$243.93 - $275.62 $2.2K - $2.48K
1.18K $323K
WFC
Wells Fargo & Company

Financial Services
20
+ 0.23%
$77.05 - $85.16 $1.54K - $1.7K
8.56K $717K
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
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
IUSV
Ishares Core S&P U.S. Value Et

ETFs
19
+ 0.52%
$94.17 - $99.95 $1.79K - $1.9K
3.65K $364K
AXP
American Express CO

Financial Services
1
+ 0.06%
$294.27 - $342.31 $294 - $342
1.54K $512K
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
WM
Waste Management Inc

Industrials
162
+ 4.32%
$213.88 - $237.1 $34.6K - $38.4K
3.91K $863K
ED
Consolidated Edison Inc

Utilities
2
+ 0.08%
$95.57 - $105.36 $191 - $211
2.61K $262K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
34
+ 0.53%
$86.07 - $90.74 $2.93K - $3.09K
6.41K $574K
BMY
Bristol Myers Squibb CO

Healthcare
4
+ 0.05%
$43.31 - $48.98 $173 - $196
7.97K $359K
UPS
United Parcel Service Inc

Industrials
1.45K
+ 17.53%
$82.58 - $105.54 $120K - $153K
9.74K $813K
NNN
National Retail Properties, Inc.

Real Estate
55
+ 0.08%
$40.68 - $44.1 $2.24K - $2.43K
66.4K $2.83M
COST
Costco Wholesale Corp

Consumer Defensive
36
+ 1.73%
$915.95 - $994.57 $33K - $35.8K
2.12K $1.96M
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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