Investor's Fiduciary Advisor Network

Investor's Fiduciary Advisor Network as of March 31, 2025

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