Investor'S Fiduciary Advisor Network, LLC Reduced Holdings in Q3 2025

Investor'S Fiduciary Advisor Network, LLC

  • $295 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IRM
Iron Mountain Inc

Real Estate
-5.64K
- 18.79%
$89.46 - $104.46 $505K - $589K
24.4K $2.49M
EFG
Msci Eafe Growth ETF

ETFs
-4.88K
- 72.3%
$106.99 - $114.46 $522K - $558K
1.87K $212K
IYW
Ishares Dj Us Tech ETF

ETFs
-2.44K
- 59.1%
$171.38 - $197.01 $419K - $481K
1.69K $331K
USXF
Ishares Esg Advanced Msci Usa

Technology
-7.27K
- 26.34%
$53.69 - $57.31 $390K - $416K
20.3K $1.16M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-6.63K
- 19.05%
$45.6 - $46.92 $302K - $311K
28.2K $1.32M
V
Visa Inc.

Financial Services
-362
- 3.42%
$332.09 - $358.86 $120K - $130K
10.2K $3.49M
DE
Deere & CO

Industrials
-9
- 0.27%
$457.26 - $524.37 $4.12K - $4.72K
3.35K $1.53M
EFV
Msci Eafe Value ETF

ETFs
-3.7K
- 15.8%
$62.79 - $68.42 $232K - $253K
19.7K $1.34M
NFLX
Netflix Inc

Communication Services
-48
- 8.21%
$1147.87 - $1297.18 $55.1K - $62.3K
537 $643K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-2.98K
- 7.91%
$46.86 - $48.27 $140K - $144K
34.7K $1.67M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-2.03K
- 31.3%
$53.93 - $57.58 $110K - $117K
4.46K $251K
SBUX
Starbucks Corp

Consumer Cyclical
-572
- 9.1%
$81.9 - $96.86 $46.8K - $55.4K
5.72K $483K
FDL
First Tr Morningstar Dividend

ETFs
-3.11K
- 8.43%
$41.96 - $44.59 $131K - $139K
33.8K $1.47M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-16.7K
- 3.45%
$26.38 - $27.95 $441K - $468K
469K $12.8M
XLV
Select Sector Spdr Fund Health

ETFs
-666
- 11.31%
$129.01 - $139.72 $85.9K - $93.1K
5.22K $726K
KO
Coca Cola CO

Consumer Defensive
-277
- 2.59%
$65.67 - $71.67 $18.2K - $19.9K
10.4K $689K
PG
Procter & Gamble CO

Consumer Defensive
-95
- 1.17%
$150.47 - $161.22 $14.3K - $15.3K
8.02K $1.23M
HON
Honeywell International Inc

Industrials
-2
- 0.08%
$207.7 - $240.4 $415 - $481
2.65K $556K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.02K
- 4.34%
$72.57 - $74.72 $73.9K - $76.1K
22.5K $1.67M
Brookfield Infrastructure CO
-985
- 3.29%
N/A
28.9K $1.19M
DIS
Walt Disney CO

Communication Services
-275
- 13.16%
$112.25 - $124.0 $30.9K - $34.1K
1.81K $207K
SHEL
Shell PLC

Energy
-885
- 7.74%
$69.82 - $73.93 $61.8K - $65.4K
10.5K $754K
META
Meta Platforms, Inc.

Communication Services
-50
- 3.83%
$695.21 - $791.73 $34.8K - $39.6K
1.26K $921K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-826
- 3.87%
$101.12 - $106.18 $83.5K - $87.7K
20.5K $2.12M
AMZN
Amazon Com Inc

Consumer Cyclical
-162
- 0.57%
$211.65 - $238.24 $34.3K - $38.6K
28.1K $6.17M
KMB
Kimberly Clark Corp

Consumer Defensive
-78
- 1.97%
$121.72 - $136.77 $9.49K - $10.7K
3.88K $482K
GIS
General Mills Inc

Consumer Defensive
-301
- 3.45%
$48.44 - $53.83 $14.6K - $16.2K
8.43K $425K
IBM
International Business Machines Corp

Technology
-16
- 0.97%
$234.77 - $292.47 $3.76K - $4.68K
1.63K $458K
CSCO
Cisco Systems, Inc.

Technology
-88
- 0.49%
$66.2 - $71.79 $5.83K - $6.32K
17.9K $1.22M
JPIE
J P Morgan Exchange Traded Fd
-560
- 1.42%
$46.01 - $46.55 $25.8K - $26.1K
38.9K $1.81M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-29
- 0.75%
$60.9 - $70.75 $1.77K - $2.05K
3.83K $239K
IVV
Ishares Core S&P 500 ETF

ETFs
-126
- 9.66%
$620.67 - $670.08 $78.2K - $84.4K
1.18K $789K
VBR
Vanguard Small Cap Value ETF

ETFs
-664
- 7.66%
$195.41 - $212.37 $130K - $141K
8.01K $1.67M
DHR
Danaher Corp

Healthcare
-112
- 2.15%
$181.46 - $212.2 $20.3K - $23.8K
5.11K $1.01M
SLB
Schlumberger Limited

Energy
-720
- 5.07%
$32.37 - $37.31 $23.3K - $26.9K
13.5K $463K
ALL
Allstate Corp

Financial Services
-236
- 8.45%
$192.0 - $214.65 $45.3K - $50.7K
2.56K $549K
MUB
Ishares National Muni Bond ETF

ETFs
-292
- 3.28%
$103.24 - $106.68 $30.1K - $31.2K
8.61K $917K
EPD
Enterprise Products Partners L.P.

Energy
-600
- 1.71%
$30.74 - $32.14 $18.4K - $19.3K
34.4K $1.08M
EMLP
First Tr Exchange Traded Iv

ETFs
-506
- 3.44%
$36.99 - $38.38 $18.7K - $19.4K
14.2K $543K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-281
- 1.86%
$25.0 - $25.33 $7.03K - $7.12K
14.9K $376K
XLE
Energy Sector Spdr

ETFs
-262
- 5.61%
$84.25 - $91.99 $22.1K - $24.1K
4.41K $393K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-67
- 2.16%
$67.48 - $71.55 $4.52K - $4.79K
3.03K $214K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
-139
- 1.11%
$24.03 - $24.57 $3.34K - $3.42K
12.4K $302K
LCTD
Blackrock ETF World Ex Us Carb
-401
- 4.93%
N/A
7.74K $412K
SCHW
Schwab Charles Corp

Financial Services
-528
- 4.4%
$91.03 - $98.69 $48.1K - $52.1K
11.5K $1.1M
VB
Vanguard Small Cap ETF

ETFs
-213
- 6.64%
$237.58 - $259.17 $50.6K - $55.2K
3K $761K
Tidal Trust Iii
-284
- 1.41%
N/A
19.9K $346K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-158
- 2.25%
$75.26 - $80.19 $11.9K - $12.7K
6.86K $547K
MMM
3 M CO

Industrials
-8
- 0.39%
$144.41 - $160.2 $1.16K - $1.28K
2.07K $320K
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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