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Investor's Fiduciary Advisor Network

Latest statistics and disclosures from Investor's Fiduciary Advisor Network's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002044901

Tip: Access up to 7 years of quarterly data

Positions held by Investor's Fiduciary Advisor Network consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Investor's Fiduciary Advisor Network

Investor's Fiduciary Advisor Network holds 166 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Schwab Strategic Tr us dividend eq (SCHD)	6.3	$13M	479k	27.96	View chart
Apple (AAPL)	5.2	$11M	50k	222.12	View chart
Invesco Qqq Trust Series 1 (QQQ)	4.0	$8.4M	18k	468.91	View chart
Microsoft Corporation (MSFT)	3.3	$6.9M	19k	375.36	View chart
Spdr Ser Tr 1 3 hgh yield (BIL)	2.4	$5.2M	56k	91.72	View chart
Ishares Msci Usa Quality Facto invalid (QUAL)	2.4	$5.1M	30k	170.87	View chart
Realty Income (O)	2.3	$4.9M	84k	58.00	View chart
Amazon (AMZN)	2.2	$4.6M	24k	190.25	View chart
Vanguard High Dividend Yield ETF (VYM)	2.0	$4.3M	33k	128.93	View chart
Proshares Tr S&p 500 Aristo (NOBL)	1.9	$4.0M	40k	102.16	View chart
Jp Morgan Exchange Traded Fd fund (JQUA)	1.7	$3.6M	63k	56.45	View chart
Visa (V)	1.6	$3.5M	9.9k	350.42	View chart
Blackrock Us Carbon Transition (LCTU)	1.4	$3.0M	49k	60.59	View chart
SPDR DJ Wilshire Large Cap Growth (SPYG)	1.4	$2.9M	36k	80.35	View chart
SPDR DJ Wilshire Large Cap (SPLG)	1.3	$2.8M	43k	65.75	View chart
iShares FTSE KLD 400 Social Idx (DSI)	1.3	$2.8M	27k	102.37	View chart
National Retail Properties (NNN)	1.3	$2.7M	64k	42.65	View chart
Iron Mountain (IRM)	1.3	$2.7M	31k	86.01	View chart
Vanguard Mid-Cap ETF (VO)	1.2	$2.6M	10k	258.53	View chart
Merck & Co (MRK)	1.2	$2.5M	28k	89.76	View chart
Pacer Fds Tr pacer us small (CALF)	1.2	$2.5M	66k	37.49	View chart
Alphabet Inc Class C cs (GOOG)	1.1	$2.4M	15k	156.17	View chart
Ensign (ENSG)	1.1	$2.3M	18k	129.37	View chart
Broadcom (AVGO)	1.1	$2.3M	14k	167.40	View chart
Technology SPDR (XLK)	1.0	$2.2M	11k	206.46	View chart
Ishares Tr (USXF)	1.0	$2.2M	46k	46.66	View chart
Ishares Tr core tl usd bd (IUSB)	1.0	$2.1M	45k	46.06	View chart
Vanguard Value ETF (VTV)	0.9	$2.0M	12k	172.66	View chart
Vanguard Financials ETF (VFH)	0.9	$2.0M	17k	119.44	View chart
First Trust Iv Enhanced Short (FTSM)	0.9	$1.9M	32k	59.83	View chart
Vanguard Growth ETF (VUG)	0.9	$1.9M	5.0k	370.72	View chart
Ishares Tr esg usd corpt (SUSC)	0.9	$1.9M	81k	23.06	View chart
Ishares Tr esg us agr bd (EAGG)	0.9	$1.9M	39k	47.48	View chart
iShares S&P 500 Growth Index (IVW)	0.8	$1.7M	19k	92.82	View chart
Vanguard Small-Cap Value ETF (VBR)	0.8	$1.7M	9.3k	186.24	View chart
J P Morgan Exchange-traded F (JEPI)	0.8	$1.6M	29k	57.12	View chart
First Trust Morningstar Divid Ledr (FDL)	0.7	$1.6M	37k	43.42	View chart
Ishares Tr (DMXF)	0.7	$1.5M	23k	67.33	View chart
Costco Wholesale Corporation (COST)	0.7	$1.5M	1.6k	945.71	View chart
Vanguard Total Bond Market ETF (BND)	0.7	$1.5M	20k	73.43	View chart
NVIDIA Corporation (NVDA)	0.7	$1.5M	14k	108.35	View chart
Blackrock Etf Trust us eqt factor (DYNF)	0.7	$1.5M	30k	48.73	View chart
J P Morgan Exchange-traded F (JPIE)	0.7	$1.5M	32k	46.04	View chart
Southern Company (SO)	0.7	$1.4M	16k	91.92	View chart
Ishares Inc msci emrg chn (EMXC)	0.7	$1.4M	26k	55.06	View chart
Jpmorgan Nasdaq Equity Premium Income Etf (JEPQ)	0.7	$1.4M	28k	51.75	View chart
Schwab Strategic Tr us aggregate b (SCHZ)	0.7	$1.4M	61k	23.14	View chart
iShares Lehman MBS Bond Fund (MBB)	0.7	$1.4M	15k	93.74	View chart
First Trust Value Line Dividend Indx Fnd (FVD)	0.7	$1.4M	31k	44.56	View chart
Ishares Tr etf msci usa (ESGU)	0.6	$1.4M	11k	121.85	View chart
Vanguard Health Care ETF (VHT)	0.6	$1.3M	5.0k	264.62	View chart
iShares MSCI EAFE Value Index (EFV)	0.6	$1.3M	21k	58.93	View chart
iShares MSCI EAFE Growth Index (EFG)	0.6	$1.2M	12k	99.98	View chart
Charles Schwab Corporation (SCHW)	0.6	$1.2M	15k	78.26	View chart
Enterprise Products Partners (EPD)	0.6	$1.2M	35k	34.14	View chart
Ishares Tr intl dev ql fc (IQLT)	0.5	$1.1M	29k	39.66	View chart
Ishares Tr core div grwth (DGRO)	0.5	$1.1M	18k	61.73	View chart
Brookfield Infrastructure Corp Com Sub Vtg A (BIPC)	0.5	$1.1M	30k	36.18	View chart
Home Depot (HD)	0.5	$1.1M	2.9k	366.47	View chart
Danaher Corporation (DHR)	0.5	$1.1M	5.2k	204.91	View chart
iShares S&P Natl AMTFr Mncpl Bd (MUB)	0.5	$1.0M	9.8k	105.43	View chart
Blackstone Group Inc Com Cl A (BX)	0.5	$1.0M	7.4k	139.67	View chart
Ishares Inc msci em esg se (ESGE)	0.5	$1.0M	29k	34.93	View chart
Invesco Exchange Traded Fd T s&p500 eql tec (RSPT)	0.5	$972k	28k	34.17	View chart
Spdr S&p 500 Etf (SPY)	0.4	$924k	1.7k	558.98	View chart
Health Care SPDR (XLV)	0.4	$860k	5.9k	145.91	View chart
Shell Adr Each Rep 2 Ord Wi (SHEL)	0.4	$852k	12k	73.21	View chart
JPMorgan Chase & Co. (JPM)	0.4	$846k	3.5k	245.08	View chart
iShares S&P 500 Value Index (IVE)	0.4	$844k	4.4k	190.43	View chart
Waste Management (WM)	0.4	$821k	3.5k	231.33	View chart
Vanguard Small-Cap ETF (VB)	0.4	$818k	3.7k	221.68	View chart
iShares S&P 500 Index (IVV)	0.4	$798k	1.4k	561.97	View chart
First Trust NASDAQ-100 Tech Sector InETF (QTEC)	0.4	$787k	4.5k	173.46	View chart
Exxon Mobil Corporation (XOM)	0.4	$766k	6.4k	118.85	View chart
Chevron Corporation (CVX)	0.4	$764k	4.6k	167.29	View chart
Facebook Inc cl a (META)	0.4	$752k	1.3k	575.80	View chart
Pfizer (PFE)	0.3	$740k	29k	25.34	View chart
Blackrock (BLK)	0.3	$730k	772.00	945.60	View chart
Amgen (AMGN)	0.3	$728k	2.3k	311.24	View chart
iShares Dow Jones US Technology (IYW)	0.3	$681k	4.9k	140.41	View chart
Ishares Core Msci Eafe Etf core msci eafe (IEFA)	0.3	$676k	8.9k	75.65	View chart
Schwab Strategic Tr us lrg cap etf (SCHX)	0.3	$675k	31k	22.07	View chart
Alphabet Inc Class A cs (GOOGL)	0.3	$644k	4.2k	154.51	View chart
Pacer Fds Tr us cash cows 100 (COWZ)	0.3	$642k	12k	54.70	View chart
PIMCO Enhanced Short Mat Str Fund ETF (MINT)	0.3	$631k	6.3k	100.59	View chart
Advanced Micro Devices (AMD)	0.3	$624k	6.1k	102.65	View chart
Lowe's Companies (LOW)	0.3	$619k	2.7k	232.97	View chart
Vanguard Utilities ETF (VPU)	0.3	$612k	3.6k	170.81	View chart
Ishares Tr cmn (GOVT)	0.3	$606k	26k	22.96	View chart
Schlumberger (SLB)	0.3	$603k	14k	41.79	View chart
United Parcel Service (UPS)	0.3	$597k	5.4k	109.99	View chart
Allstate Corporation (ALL)	0.3	$583k	2.8k	207.03	View chart
iShares Barclays 20+ Yr Treas.Bond (TLT)	0.3	$580k	6.4k	90.88	View chart
Workiva Inc equity us cm (WK)	0.3	$573k	7.6k	75.79	View chart
Diamondback Energy (FANG)	0.3	$569k	3.6k	159.88	View chart
Blackrock Etf Trust (LCTD)	0.3	$546k	12k	46.18	View chart
Fidelity core divid etf (FDVV)	0.3	$543k	11k	49.51	View chart
iShares Russell 3000 Growth Index (IUSG)	0.3	$542k	4.3k	126.96	View chart
Vanguard Whitehall Fds Inc intl dvd etf (VIGI)	0.3	$536k	6.5k	82.88	View chart
First Tr Exchange-traded Fd no amer energy (EMLP)	0.3	$533k	14k	37.49	View chart
Select Sector Spdr Tr Communic etfeqty (XLC)	0.2	$516k	5.4k	96.32	View chart
Blackrock Etf Trust Ii (BINC)	0.2	$503k	9.6k	52.30	View chart
Ishares Inc core msci emkt (IEMG)	0.2	$501k	9.3k	53.87	View chart
Starbucks Corporation (SBUX)	0.2	$488k	5.0k	98.03	View chart
Vanguard Total Stock Market ETF (VTI)	0.2	$487k	1.8k	274.37	View chart
Nushares Etf Tr a (NULV)	0.2	$482k	12k	40.43	View chart
iShares S&P MidCap 400 Index (IJH)	0.2	$482k	8.3k	58.28	View chart
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC)	0.2	$478k	17k	27.88	View chart
Invesco Exchange Traded Fd T russel 200 gwt (SPGP)	0.2	$476k	4.8k	99.81	View chart
Vanguard European ETF (VGK)	0.2	$468k	6.7k	70.19	View chart
Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO)	0.2	$461k	5.0k	92.51	View chart
Alexandria Real Estate Equities (ARE)	0.2	$457k	4.9k	92.49	View chart
iShares S&P Global Healthcare Sect. (IXJ)	0.2	$451k	5.0k	91.02	View chart
Nushares Etf Tr a (NULG)	0.2	$446k	5.7k	78.22	View chart
Ishares Tr esg 1 5 yr usd (SUSB)	0.2	$446k	18k	24.97	View chart
Wal-Mart Stores (WMT)	0.2	$443k	5.0k	87.76	View chart
Morgan Stanley (MS)	0.2	$436k	3.7k	116.45	View chart
Ishares Tr (EUSB)	0.2	$433k	10k	43.26	View chart
Franklin Templeton Etf Tr cmn (FLQM)	0.2	$422k	8.0k	53.00	View chart
Invesco Exchange W&p 500 Qualit equities (SPHQ)	0.2	$413k	6.2k	66.28	View chart
Stryker Corporation (SYK)	0.2	$396k	1.1k	371.48	View chart
iShares Russell 3000 Value Index (IUSV)	0.2	$391k	4.2k	92.13	View chart
Energy Select Sector SPDR (XLE)	0.2	$385k	4.1k	93.27	View chart
Ishares Tr msci eafe esg (ESGD)	0.2	$367k	4.5k	81.57	View chart
Spdr Series spdr bofa crss (SPHY)	0.2	$367k	16k	23.41	View chart
Coca-Cola Company (KO)	0.2	$363k	5.1k	71.61	View chart
iShares S&P Global Mat. Sector Inde (MXI)	0.2	$354k	4.3k	81.70	View chart
Vanguard REIT ETF (VNQ)	0.2	$349k	3.9k	90.37	View chart
Impact Shs Tr I (OWNS)	0.2	$346k	20k	17.14	View chart
Vanguard Scottsdale Fds cmn (VTWV)	0.2	$340k	2.6k	133.02	View chart
iShares S&P Global Industrials Sec (EXI)	0.2	$339k	2.3k	145.24	View chart
Adobe Systems Incorporated (ADBE)	0.2	$337k	879.00	383.39	View chart
Sprott Physical Gold Trust (PHYS)	0.2	$321k	13k	24.02	View chart
First Tr Exchange Traded Fd rba indl etf (AIRR)	0.1	$317k	4.7k	68.11	View chart
UnitedHealth (UNH)	0.1	$307k	588.00	522.11	View chart
Vaneck Vectors Etf Tr green bd etf (GRNB)	0.1	$300k	13k	24.01	View chart
Lockheed Martin Corporation (LMT)	0.1	$295k	661.00	446.29	View chart
Wisdomtree Tr intl qulty div (IQDG)	0.1	$290k	8.2k	35.57	View chart
Vanguard Mega Cap 300 Index (MGC)	0.1	$286k	1.4k	200.84	View chart
iShares Russell 2000 Index (IWM)	0.1	$286k	1.4k	199.30	View chart
Cisco Systems (CSCO)	0.1	$285k	4.6k	61.58	View chart
Johnson & Johnson (JNJ)	0.1	$282k	1.7k	165.78	View chart
Duke Energy (DUK)	0.1	$281k	2.3k	121.80	View chart
Sempra Energy (SRE)	0.1	$280k	3.9k	71.17	View chart
McDonald's Corporation (MCD)	0.1	$268k	858.00	312.35	View chart
Invesco Nasdaq 100 Etf (QQQM)	0.1	$268k	1.4k	192.67	View chart
Union Pacific Corporation (UNP)	0.1	$263k	1.1k	235.45	View chart
International Business Machines (IBM)	0.1	$262k	1.1k	248.58	View chart
Boeing Company (BA)	0.1	$251k	1.5k	170.28	View chart
iShares MSCI EAFE Index Fund (EFA)	0.1	$250k	3.1k	81.59	View chart
Pinterest Inc Cl A (PINS)	0.1	$248k	8.0k	30.98	View chart
Ishares Tr rus200 grw idx (IWY)	0.1	$247k	1.2k	210.57	View chart
WisdomTree LargeCap Dividend Fund (DLN)	0.1	$244k	3.1k	79.25	View chart
Tesla Motors (TSLA)	0.1	$233k	900.00	258.89	View chart
Pepsi (PEP)	0.1	$233k	1.6k	149.55	View chart
Vanguard Emerging Markets ETF (VWO)	0.1	$231k	5.1k	45.12	View chart
Procter & Gamble Company (PG)	0.1	$229k	1.3k	170.26	View chart
Western Midstream Partners (WES)	0.1	$225k	5.5k	40.91	View chart
Vanguard Long-Term Bond ETF (BLV)	0.1	$219k	3.1k	70.40	View chart
Nike (NKE)	0.1	$214k	3.4k	63.31	View chart
Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB)	0.1	$209k	3.3k	64.17	View chart
Schwab U S Small Cap ETF (SCHA)	0.1	$207k	8.9k	23.35	View chart
Vaneck Vectors Etf Tr Retail E (RTH)	0.1	$205k	910.00	225.27	View chart
Spdr Gold Minishares Trust (GLDM)	0.1	$203k	3.3k	61.87	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.1	$147k	11k	13.13	View chart
Clearside Biomedical (CLSD)	0.0	$31k	34k	0.92	View chart

Past Filings by Investor's Fiduciary Advisor Network

SEC 13F filings are viewable for Investor's Fiduciary Advisor Network going back to 2025

Investor's Fiduciary Advisor Network 2025 Q1 filed April 29, 2025

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