Investor's Fiduciary Advisor Network

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

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Portfolio Holdings for Investor's Fiduciary Advisor Network

Investor's Fiduciary Advisor Network holds 270 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.5 $15M -7% 58k 253.78
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Schwab Strategic Tr Us Dividend Eq (SCHD) 4.1 $13M -7% 435k 30.68
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Microsoft Corporation (MSFT) 3.9 $13M -3% 34k 370.15
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Invesco Qqq Tr Unit Ser 1 (QQQ) 3.0 $9.7M -74% 17k 577.16
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Spdr Series Trust State Street Spd (BIL) 2.2 $7.2M +10% 78k 91.64
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Caterpillar (CAT) 2.1 $6.8M 9.5k 708.43
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Amazon (AMZN) 1.8 $5.9M -5% 28k 208.25
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Vanguard Whitehall Fds High Div Yld (VYM) 1.6 $5.3M 36k 148.09
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $5.1M +10% 11k 479.18
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Vanguard Index Fds Value Etf (VTV) 1.5 $5.0M -40% 25k 196.19
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Realty Income (O) 1.5 $4.7M -8% 78k 61.18
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Pacer Fds Tr Developed Mrkt (ICOW) 1.3 $4.4M +231% 103k 42.43
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Ishares Tr Msci Usa Qlt Fct (QUAL) 1.3 $4.3M -73% 22k 191.77
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NVIDIA Corporation (NVDA) 1.3 $4.2M +8% 24k 174.37
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Merck & Co (MRK) 1.2 $4.0M 33k 120.27
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Spdr Series Trust State Street Spd (SPYG) 1.1 $3.6M 36k 97.88
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Ensign (ENSG) 1.0 $3.3M 17k 201.44
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 1.0 $3.1M -16% 51k 61.31
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $3.1M +4% 42k 73.64
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Broadcom (AVGO) 0.9 $3.1M -7% 9.9k 309.42
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Visa Com Cl A (V) 0.9 $3.0M -6% 9.9k 302.23
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Morgan Stanley Etf Trust Eaton Vance Mort (EVMO) 0.9 $3.0M +23% 59k 50.31
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Alphabet Cap Stk Cl C (GOOG) 0.9 $3.0M -8% 10k 286.85
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Select Sector Spdr Tr State Street Tec (XLK) 0.9 $2.9M 22k 132.88
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Vanguard Index Fds Mid Cap Etf (VO) 0.9 $2.8M -73% 9.9k 287.17
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Pacer Fds Tr Us Small Cap Cas (CALF) 0.9 $2.8M 63k 44.86
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Chevron Corporation (CVX) 0.8 $2.8M -15% 13k 206.89
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Ishares Tr Msci Intl Qualty (IQLT) 0.8 $2.6M 57k 46.22
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $2.6M -54% 4.3k 597.39
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National Retail Properties (NNN) 0.8 $2.5M -9% 58k 42.02
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Vanguard Index Fds Growth Etf (VUG) 0.7 $2.4M +5% 5.6k 436.72
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Costco Wholesale Corporation (COST) 0.7 $2.3M -3% 2.4k 996.18
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $2.2M -5% 87k 25.64
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Blackrock Etf Trust Ishares Us Carbo (LCTU) 0.7 $2.2M -6% 31k 70.10
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Exxon Mobil Corporation (XOM) 0.7 $2.2M -11% 13k 169.58
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.7 $2.1M 36k 59.76
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Iron Mountain (IRM) 0.6 $2.1M -9% 21k 102.10
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Ishares Tr Esg Msci Kld 400 (DSI) 0.6 $2.1M -9% 17k 121.19
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.6 $2.0M +3% 36k 55.51
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.6 $2.0M -5% 19k 105.97
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.6 $1.9M +7% 19k 100.56
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Vanguard World Financials Etf (VFH) 0.6 $1.9M -2% 16k 120.77
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Ishares Msci Emrg Chn (EMXC) 0.6 $1.9M +11% 24k 78.65
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J P Morgan Exchange Traded F Income Etf (JPIE) 0.6 $1.8M -2% 40k 46.07
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Spdr Series Trust State Street Spd (SPYM) 0.6 $1.8M +16% 24k 76.52
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $1.8M -2% 32k 56.66
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Deere & Company (DE) 0.6 $1.8M 3.2k 563.04
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.8M 6.2k 287.52
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Johnson & Johnson (JNJ) 0.5 $1.8M 7.2k 244.32
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Spdr Series Trust State Street Spd (SPTS) 0.5 $1.7M +24% 60k 29.17
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.5 $1.7M +6% 36k 47.54
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Southern Company (SO) 0.5 $1.7M +10% 17k 96.49
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $1.6M 12k 141.35
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Eli Lilly & Co. (LLY) 0.5 $1.6M 1.8k 919.53
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $1.6M -54% 14k 113.04
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First Tr Exchange-traded SHS (FDL) 0.5 $1.6M 32k 50.80
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.5 $1.6M 70k 23.12
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Ishares Tr Core Div Grwth (DGRO) 0.5 $1.5M +3% 22k 70.15
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Ishares Tr S&p 500 Val Etf (IVE) 0.5 $1.5M -50% 7.2k 211.02
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $1.5M +122% 24k 64.08
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $1.5M 64k 23.22
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Blackrock Etf Trust Ishares Us Equit (DYNF) 0.5 $1.5M -85% 26k 58.17
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.4 $1.5M 32k 45.24
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Cisco Systems (CSCO) 0.4 $1.4M +2% 19k 77.57
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.4M 4.5k 320.76
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Ishares Tr Ultra Short Dur (ICSH) 0.4 $1.4M +59% 28k 50.60
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $1.4M -11% 6.3k 217.11
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Vanguard World Health Car Etf (VHT) 0.4 $1.4M 5.0k 272.16
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First Tr Exchange-traded SHS (FVD) 0.4 $1.3M 28k 47.00
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $1.3M +50% 21k 62.53
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JPMorgan Chase & Co. (JPM) 0.4 $1.3M 4.4k 294.04
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Enterprise Products Partners (EPD) 0.4 $1.3M 34k 37.84
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Ishares Core Msci Emkt (IEMG) 0.4 $1.3M -28% 18k 69.71
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Verizon Communications (VZ) 0.4 $1.3M -9% 25k 50.18
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Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $1.3M +129% 55k 22.90
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Advanced Micro Devices (AMD) 0.4 $1.2M -12% 6.0k 203.35
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Ishares Tr Core Univrsl Usd (IUSB) 0.4 $1.2M -8% 26k 46.19
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Pfizer (PFE) 0.4 $1.2M -8% 43k 28.07
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Home Depot (HD) 0.4 $1.2M +4% 3.7k 328.86
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Procter & Gamble Company (PG) 0.4 $1.2M 8.2k 144.42
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Wal-Mart Stores (WMT) 0.4 $1.2M +6% 9.5k 124.25
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Fidelity Covington Trust High Divid Etf (FDVV) 0.3 $1.1M 20k 55.23
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Ishares Tr Esg Msci Usa Etf (USXF) 0.3 $1.1M 20k 55.16
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Ishares Tr Broad Usd High (USHY) 0.3 $1.1M +12% 30k 36.81
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Ishares Esg Awr Msci Em (ESGE) 0.3 $1.1M -6% 24k 45.46
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Janus Detroit Str Tr Henderson Mtg (JMBS) 0.3 $1.1M +10% 24k 45.15
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Ishares Tr Mbs Etf (MBB) 0.3 $1.1M 11k 94.88
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Charles Schwab Corporation (SCHW) 0.3 $1.0M -11% 11k 93.90
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Brookfield Infrastructure Com Sub Vtg A (BIPC) 0.3 $1.0M -7% 26k 39.49
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Select Sector Spdr Tr State Street Com (XLC) 0.3 $1.0M -2% 9.0k 110.85
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Lockheed Martin Corporation (LMT) 0.3 $999k +93% 1.7k 604.36
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Church & Dwight (CHD) 0.3 $980k NEW 11k 93.25
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Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.3 $979k -3% 21k 45.85
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Ishares Tr National Mun Etf (MUB) 0.3 $962k +5% 9.1k 106.11
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.3 $922k +122% 8.6k 107.60
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Waste Management (WM) 0.3 $905k 3.9k 229.75
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Blackstone Group Inc Com Cl A (BX) 0.3 $902k 7.8k 114.92
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Danaher Corporation (DHR) 0.3 $891k -3% 4.7k 189.37
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Amgen (AMGN) 0.3 $889k -11% 2.5k 351.66
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $877k -72% 1.4k 649.63
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First Tr Exchange-traded SHS (QTEC) 0.3 $876k -2% 4.1k 215.92
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United Parcel Svcs CL B (UPS) 0.3 $863k -6% 8.8k 98.33
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Meta Platforms Cl A (META) 0.3 $849k -21% 1.5k 571.72
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $841k -7% 8.8k 95.51
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Pepsi (PEP) 0.3 $829k +5% 5.3k 155.30
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Intel Corporation (INTC) 0.3 $821k 19k 44.08
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Morgan Stanley Com New (MS) 0.3 $819k 5.0k 164.39
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Tesla Motors (TSLA) 0.2 $809k +82% 2.2k 371.44
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Abbvie (ABBV) 0.2 $791k -2% 3.6k 217.31
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $788k 3.0k 261.62
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Coca-Cola Company (KO) 0.2 $785k -4% 10k 76.01
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Wells Fargo & Company (WFC) 0.2 $762k 9.6k 79.54
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Blackrock Etf Trust Ishares Intl Ctr (CORO) 0.2 $759k NEW 24k 32.12
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $727k -22% 1.1k 652.60
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Select Sector Spdr Tr State Street Hea (XLV) 0.2 $719k 4.9k 146.44
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Ishares Tr Glb Infrastr Etf (IGF) 0.2 $717k +76% 11k 66.93
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Blackrock (BLK) 0.2 $713k -8% 742.00 960.92
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Ishares Tr Eafe Value Etf (EFV) 0.2 $711k -45% 9.6k 74.31
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Union Pacific Corporation (UNP) 0.2 $710k -3% 2.9k 242.40
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Bluerock Pvt Real Estate (BPRE) 0.2 $707k +113% 43k 16.60
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $701k +93% 3.0k 237.55
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $697k NEW 10k 68.38
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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.2 $694k -3% 6.2k 111.95
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $690k -11% 10k 67.47
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Ishares Tr Esg Awr Msci Usa (EVUS) 0.2 $679k -3% 21k 31.82
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Graniteshares Gold Tr Shs Ben Int (BAR) 0.2 $677k +9% 15k 46.09
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Ishares Tr Glob Hlthcre Etf (IXJ) 0.2 $675k +12% 7.2k 93.41
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SLB Com Stk (SLB) 0.2 $658k 13k 51.36
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Lowe's Companies (LOW) 0.2 $657k +4% 2.8k 236.25
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McDonald's Corporation (MCD) 0.2 $649k 2.1k 310.68
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Clearway Energy CL C (CWEN) 0.2 $642k -18% 16k 39.23
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Vanguard World Utilities Etf (VPU) 0.2 $641k -8% 3.2k 197.96
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $632k +72% 2.5k 248.62
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Bank of America Corporation (BAC) 0.2 $619k +3% 13k 48.67
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Blackrock Etf Trust Ishares A I Inno (BAI) 0.2 $610k -6% 19k 32.95
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $607k -37% 4.9k 124.28
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Ishares Tr Glob Indstrl Etf (EXI) 0.2 $605k +10% 3.3k 180.81
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First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $601k -2% 14k 43.66
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Blackrock Etf Trust Ishares Us Thema (THRO) 0.2 $596k 17k 36.20
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $592k +11% 7.4k 80.49
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $590k -10% 6.7k 88.42
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Allstate Corporation (ALL) 0.2 $584k +10% 2.8k 207.24
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Netflix (NFLX) 0.2 $577k +4% 6.0k 96.13
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $575k 7.0k 82.33
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Raytheon Technologies Corp (RTX) 0.2 $558k -6% 2.9k 192.88
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Select Sector Spdr Tr State Street Ene (XLE) 0.2 $557k +7% 9.1k 61.16
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Corning Incorporated (GLW) 0.2 $553k -8% 4.1k 135.87
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $552k +17% 1.6k 337.41
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $543k -17% 6.0k 90.42
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $541k -10% 12k 45.47
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Bristol Myers Squibb (BMY) 0.2 $533k +2% 8.8k 60.56
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Global X Fds Defense Tech Etf (SHLD) 0.2 $531k -77% 7.5k 70.77
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First Tr Exchange Traded Rba Indl Etf (AIRR) 0.2 $522k 4.7k 110.73
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Ishares Tr Esg Eafe Etf (DMXF) 0.2 $519k NEW 6.9k 75.43
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Honeywell International (HON) 0.2 $518k -15% 2.3k 226.00
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Stryker Corporation (SYK) 0.2 $499k +12% 1.5k 328.29
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Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $481k 14k 35.38
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American Express Company (AXP) 0.1 $481k -6% 1.6k 302.52
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At&t (T) 0.1 $475k +23% 16k 28.94
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $475k 6.3k 75.15
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $474k +25% 7.0k 68.20
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $470k -3% 3.0k 154.86
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $466k NEW 9.1k 50.95
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Ishares Tr Core Intl Aggr (IAGG) 0.1 $461k 9.2k 49.94
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Workiva Com Cl A (WK) 0.1 $450k 7.6k 59.52
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Lam Research Corp Com New (LRCX) 0.1 $449k -21% 2.1k 213.50
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $449k -14% 8.7k 51.83
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Vanguard World Consum Stp Etf (VDC) 0.1 $447k NEW 2.0k 224.40
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Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.1 $443k +3% 2.7k 167.17
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Applied Materials (AMAT) 0.1 $440k +10% 1.3k 341.09
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Starbucks Corporation (SBUX) 0.1 $435k -7% 4.9k 89.51
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Rocket Lab Corp (RKLB) 0.1 $433k 6.8k 64.09
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Ishares Tr Global Mater Etf (MXI) 0.1 $433k -4% 4.1k 106.05
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Blackrock Etf Trust Ishares Large Ca (BLCR) 0.1 $426k NEW 10k 41.00
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $426k -10% 4.7k 90.79
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International Business Machines (IBM) 0.1 $418k -25% 1.7k 242.04
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J P Morgan Exchange Traded F High Yield Muni (JMHI) 0.1 $413k NEW 8.3k 49.75
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $403k -31% 5.2k 77.06
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $400k -3% 4.5k 88.52
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $393k NEW 7.9k 49.92
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Wisdomtree Tr Intl Qulty Div (IQDG) 0.1 $389k 9.7k 40.14
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $389k +16% 1.6k 247.77
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SYSCO Corporation (SYY) 0.1 $386k 5.4k 71.24
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $378k -4% 15k 25.03
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CSX Corporation (CSX) 0.1 $378k -3% 9.2k 41.03
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $376k 1.8k 214.49
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Kimberly-Clark Corporation (KMB) 0.1 $374k 3.9k 96.27
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Ge Aerospace Com New (GE) 0.1 $373k +4% 1.3k 283.22
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Xcel Energy (XEL) 0.1 $368k NEW 4.6k 79.22
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McKesson Corporation (MCK) 0.1 $365k NEW 423.00 862.88
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Tidal Trust Iii Affordable Hous (OWNS) 0.1 $364k -2% 21k 17.34
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American Electric Power Company (AEP) 0.1 $363k NEW 2.8k 130.95
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $359k -60% 843.00 425.86
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Qualcomm (QCOM) 0.1 $359k 2.8k 128.49
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $357k 1.7k 205.76
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Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $356k 3.5k 102.12
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AmerisourceBergen (COR) 0.1 $352k NEW 1.1k 314.01
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Adobe Systems Incorporated (ADBE) 0.1 $348k +64% 1.4k 242.68
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Boeing Company (BA) 0.1 $346k +5% 1.7k 198.51
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Sempra Energy (SRE) 0.1 $341k 3.5k 97.01
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Duke Energy Corp Com New (DUK) 0.1 $339k -9% 2.6k 130.64
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Blackrock Etf Trust Ishares World Ex (LCTD) 0.1 $336k -2% 6.1k 55.15
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Becton, Dickinson and (BDX) 0.1 $327k 2.1k 157.14
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Republic Services (RSG) 0.1 $325k NEW 1.5k 219.00
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O'reilly Automotive (ORLY) 0.1 $317k NEW 3.4k 92.18
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Vaneck Etf Trust Green Bond Etf (GRNB) 0.1 $314k -3% 13k 23.93
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General Mills (GIS) 0.1 $308k -3% 8.3k 37.17
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Coupang Cl A (CPNG) 0.1 $306k +20% 16k 18.83
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $306k -87% 1.7k 181.17
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3M Company (MMM) 0.1 $305k 2.1k 144.89
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Nike CL B (NKE) 0.1 $304k +12% 5.8k 52.75
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Eaton Corp SHS (ETN) 0.1 $301k NEW 843.00 357.06
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $297k -13% 3.1k 96.93
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Consolidated Edison (ED) 0.1 $295k 2.6k 112.94
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Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.1 $291k NEW 4.8k 60.11
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Howmet Aerospace (HWM) 0.1 $284k NEW 1.2k 229.96
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Automatic Data Processing (ADP) 0.1 $284k NEW 1.4k 203.00
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Constellation Energy (CEG) 0.1 $283k +42% 1.0k 279.09
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MercadoLibre (MELI) 0.1 $281k NEW 163.00 1723.93
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Motorola Solutions Com New (MSI) 0.1 $275k NEW 635.00 433.07
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L3harris Technologies (LHX) 0.1 $275k 797.00 345.04
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $275k 3.1k 89.31
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Vanguard World Energy Etf (VDE) 0.1 $274k NEW 1.6k 172.54
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Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $273k -9% 7.1k 38.72
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $271k +4% 4.6k 59.34
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $270k 1.9k 142.03
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Spdr Gold Tr Gold Shs (GLD) 0.1 $266k +9% 620.00 429.03
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AutoZone (AZO) 0.1 $266k NEW 79.00 3367.09
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Sprott Asset Management Physical Silver (PSLV) 0.1 $264k 11k 24.35
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Corteva (CTVA) 0.1 $263k -4% 3.1k 83.62
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Vanguard World Inf Tech Etf (VGT) 0.1 $261k -2% 375.00 696.00
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Us Bancorp Com New (USB) 0.1 $261k +20% 5.0k 51.91
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Cummins (CMI) 0.1 $254k -8% 474.00 535.87
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Vanguard World Mega Cap Index (MGC) 0.1 $254k -9% 1.1k 235.84
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $253k -96% 4.7k 53.85
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $252k -8% 2.8k 91.07
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $252k 1.2k 213.02
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Metropcs Communications (TMUS) 0.1 $250k +17% 1.2k 209.91
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Cintas Corporation (CTAS) 0.1 $248k NEW 1.5k 168.94
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Oracle Corporation (ORCL) 0.1 $246k -24% 1.7k 146.95
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Arista Networks Com Shs (ANET) 0.1 $242k NEW 2.0k 122.35
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Ishares Tr U.s. Utilits Etf (IDU) 0.1 $232k NEW 2.0k 116.00
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T. Rowe Price (TROW) 0.1 $231k -13% 2.6k 89.99
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Ge Vernova (GEV) 0.1 $229k NEW 263.00 870.72
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Vaneck Etf Trust Retail Etf (RTH) 0.1 $228k 910.00 250.55
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UnitedHealth (UNH) 0.1 $227k -20% 842.00 269.60
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Nextera Energy (NEE) 0.1 $227k NEW 2.5k 92.50
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Western Midstream Partners L Com Unit Lp Int (WES) 0.1 $226k 5.5k 41.09
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Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.1 $224k 2.9k 76.53
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Goldman Sachs (GS) 0.1 $224k NEW 265.00 845.28
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Entergy Corporation (ETR) 0.1 $222k NEW 2.0k 112.18
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Ishares Tr Global Tech Etf (IXN) 0.1 $221k +6% 2.2k 99.86
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Select Sector Spdr Tr State Street Fin (XLF) 0.1 $220k 4.5k 49.21
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Ishares Tr Global Reit Etf (REET) 0.1 $218k NEW 8.7k 25.04
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United Sts Commodity Index F Comm Idx Fnd (USCI) 0.1 $217k NEW 2.3k 94.97
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Mondelez Intl Cl A (MDLZ) 0.1 $215k -5% 3.7k 57.53
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Marsh & McLennan Companies (MRSH) 0.1 $214k NEW 1.2k 172.72
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Wisdomtree Tr Us Quality Grow (QGRW) 0.1 $213k +3% 4.0k 53.33
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Arthur J. Gallagher & Co. (AJG) 0.1 $211k NEW 976.00 216.19
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Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.1 $210k NEW 7.0k 29.97
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Schwab Strategic Tr Fundamental Emer (FNDE) 0.1 $208k NEW 5.5k 38.10
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $207k -72% 2.1k 100.29
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $204k 3.0k 68.73
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Qnity Electronics Common Stock (Q) 0.1 $203k NEW 1.8k 114.88
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Palo Alto Networks (PANW) 0.1 $203k NEW 1.3k 159.97
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Sixth Street Specialty Lending (TSLX) 0.1 $200k -37% 11k 18.35
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Eaton Vance Tax Managed Buy Write Opport (ETV) 0.1 $166k +7% 12k 13.60
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Nuveen California Muni Vlu F Com Stk (NCA) 0.0 $123k 13k 9.34
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Infleqtion Com Shs (INFQ) 0.0 $98k NEW 10k 9.77
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Adagio Therapeutics (IVVD) 0.0 $22k NEW 17k 1.29
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Past Filings by Investor's Fiduciary Advisor Network

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