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
QCOM
Qualcomm Inc

Technology
-110
- 3.02%
$145.84 - $173.55 $16K - $19.1K
3.54K $588K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-40
- 1.19%
$62.09 - $66.51 $2.48K - $2.66K
3.32K $216K
Brookfield Renewable Corp
-550
- 3.22%
N/A
16.5K $568K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-337
- 5.59%
$49.43 - $54.52 $16.7K - $18.4K
5.69K $308K
FVD
First Tr Value Line Divid Inde

ETFs
-695
- 2.28%
$44.73 - $46.86 $31.1K - $32.6K
29.8K $1.38M
LOW
Lowes Companies Inc

Consumer Cyclical
-290
- 9.62%
$215.01 - $273.02 $62.4K - $79.2K
2.72K $684K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-100
- 1.27%
$35.99 - $38.74 $3.6K - $3.87K
7.75K $299K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-178
- 3.82%
$110.74 - $122.12 $19.7K - $21.7K
4.48K $542K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-145
- 1.14%
$41.5 - $43.83 $6.02K - $6.36K
12.6K $551K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-14
- 0.35%
$107.27 - $113.94 $1.5K - $1.6K
4.03K $457K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-72
- 1.29%
$92.97 - $100.18 $6.69K - $7.21K
5.53K $550K
SRE
Sempra Energy

Utilities
-414
- 9.41%
$74.14 - $89.98 $30.7K - $37.3K
3.99K $358K
VPU
Vanguard Utilities ETF

ETFs
-110
- 3.09%
$175.25 - $189.41 $19.3K - $20.8K
3.45K $653K
MXI
Ishares Global Materials ETF

ETFs
-50
- 1.15%
$83.91 - $92.47 $4.2K - $4.62K
4.28K $396K
ORCL
Oracle Corp

Technology
-506
- 18.67%
$218.96 - $328.33 $111K - $166K
2.2K $619K
SYY
Sysco Corp

Consumer Defensive
-97
- 1.76%
$76.33 - $82.51 $7.4K - $8K
5.42K $446K
SO
Southern CO

Utilities
-166
- 1.06%
$90.83 - $96.0 $15.1K - $15.9K
15.4K $1.46M
IEFA
Ishares Tr

ETFs
-19
- 0.23%
$81.7 - $87.53 $1.55K - $1.66K
8.14K $711K
Blackrock ETF Trust
-174
- 1.05%
N/A
16.4K $619K
PEP
Pepsico Inc

Consumer Defensive
-69
- 1.36%
$133.81 - $152.16 $9.23K - $10.5K
5.01K $703K
IWM
Ishares Russell 2000 ETF

ETFs
-8
- 0.58%
$214.92 - $244.84 $1.72K - $1.96K
1.37K $331K
VO
Vanguard Mid Cap ETF

ETFs
-365
- 3.53%
$279.83 - $293.74 $102K - $107K
9.99K $2.93M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-980
- 4.79%
$72.65 - $78.68 $71.2K - $77.1K
19.5K $1.53M
AVGO
Broadcom Inc.

Technology
-2.06K
- 15.51%
$264.74 - $369.57 $544K - $760K
11.2K $3.7M
RTX
Raytheon Technologies Corp

Industrials
-105
- 3.84%
$144.19 - $167.33 $15.1K - $17.6K
2.63K $439K
URI
United Rentals, Inc.

Industrials
-14
- 5.19%
$774.14 - $975.23 $10.8K - $13.7K
256 $244K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-15
- 0.46%
$148.97 - $165.88 $2.23K - $2.49K
3.23K $530K
PHYS
Sprott Physical Gold Trust

Financial Services
-393
- 2.94%
$25.02 - $29.62 $9.83K - $11.6K
13K $384K
IVE
Ishares S&P 500 Value ETF

ETFs
-29
- 0.54%
$194.44 - $206.51 $5.64K - $5.99K
5.33K $1.1M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-80
- 1.84%
$208.95 - $229.72 $16.7K - $18.4K
4.26K $978K
XOM
Exxon Mobil Corp

Energy
-37
- 0.27%
$105.83 - $117.22 $3.92K - $4.34K
13.5K $1.52M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-1.57K
- 4.63%
$67.21 - $72.65 $105K - $114K
32.2K $2.34M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-480
- 2.21%
$39.06 - $43.42 $18.7K - $20.8K
21.2K $920K
IVW
Ishares S&P 500 Growth ETF

ETFs
-777
- 4.93%
$108.97 - $121.65 $84.7K - $94.5K
15K $1.81M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-945
- 4.72%
$115.96 - $125.95 $110K - $119K
19.1K $2.4M
MS
Morgan Stanley

Financial Services
-34
- 0.71%
$139.09 - $161.16 $4.73K - $5.48K
4.76K $755K
IEMG
Ishares Inc

ETFs
-449
- 2.34%
N/A
18.7K $1.23M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-1.48K
- 2.29%
$59.61 - $63.09 $88.1K - $93.2K
63.1K $3.97M
TSLA
Tesla, Inc.

Consumer Cyclical
-131
- 10.87%
$293.94 - $444.72 $38.5K - $58.3K
1.07K $477K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-645
- 2.27%
$54.35 - $59.32 $35.1K - $38.3K
27.8K $1.64M
HD
Home Depot, Inc.

Consumer Cyclical
-73
- 2.16%
$357.4 - $423.42 $26.1K - $30.9K
3.3K $1.34M
BX
Blackstone Inc.

Financial Services
-259
- 3.49%
$152.77 - $188.68 $39.6K - $48.9K
7.16K $1.22M
MRK
Merck & Co., Inc.

Healthcare
-223
- 0.67%
$77.6 - $87.37 $17.3K - $19.5K
32.9K $2.76M
AMD
Advanced Micro Devices Inc

Technology
-17
- 0.23%
$134.8 - $184.42 $2.29K - $3.14K
7.36K $1.19M
NVDA
Nvidia Corp

Technology
-2.19K
- 11.16%
$153.3 - $186.58 $336K - $408K
17.4K $3.25M
VUG
Vanguard Growth ETF

ETFs
-31
- 0.56%
$433.97 - $484.08 $13.5K - $15K
5.46K $2.62M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-470
- 1.29%
$132.9 - $142.03 $62.5K - $66.8K
36K $5.07M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-556
- 1.89%
$182.33 - $194.5 $101K - $108K
28.9K $5.63M
SPYG
Spdr Portfolio

ETFs
-357
- 0.99%
$94.33 - $105.31 $33.7K - $37.6K
35.8K $3.74M
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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