Sponsored

The Analysis of IFC & Insurance Marketing, Inc.'s Holdings & P&L

Currently, IFC & Insurance Marketing, Inc. holds 78 types of securities in its portfolio with a total value $113.6M. In the most recent quarter, they have increased their positions in IDMO (+11.5K shares, valued at $692.6K), XLG (+8.7K shares, valued at $530.4K), FNDX (+16.8K shares, valued at $523.5K); decreased their positions in AAPL (-801 shares, valued at $231.8K), VEU (-1.3K shares, valued at $104.9K), N/A (-313 shares, valued at $99.4K); initiated new positions in BE (+1.1K shares, valued at $340.5K), VOO (+489 shares, valued at $336.0K), CCL (+10.3K shares, valued at $293.6K).

1M P&L

-3.7M-3.53%

3M P&L

-3.2M-3.09%

HY P&L

-1.8M-1.71%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A95.9M

91.7%

2Semiconductors1.5M

1.5%

3Consumer Electronics1.3M

1.3%

Top Industries by Stock Count

1N/A47 stocks

69.1%

2Semiconductors2 stocks

2.9%

3Aerospace & Defense2 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPMO INVESCO EXCH TRADED FD TR II62.3K shares3.28%2026-06-302026-07-09

IDMO INVESCO EXCH TRADED FD TR II151.7K shares8.19%2026-06-302026-07-09

FNDX SCHWAB STRATEGIC TR281.5K shares6.36%2026-06-302026-07-09

XLG INVESCO EXCHANGE TRADED FD T113.3K shares8.28%2026-06-302026-07-09

FTGS FIRST TR EXCHANGE-TRADED FD182.2K shares7.42%2026-06-302026-07-09

BIV VANGUARD BD INDEX FDS82.2K shares2.42%2026-06-302026-07-09

JAAA JANUS DETROIT STR TR118.3K shares7.70%2026-06-302026-07-09

FNDF SCHWAB STRATEGIC TR93.2K shares7.19%2026-06-302026-07-09

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD95.1K shares7.63%2026-06-302026-07-09

SPDR SERIES TRUST SPDR SERIES TRUST36.5K shares-1.86%2026-06-302026-07-09

VGSH VANGUARD SCOTTSDALE FDS48.4K shares2.46%2026-06-302026-07-09

VSS VANGUARD INTL EQUITY INDEX F17.1K shares7.66%2026-06-302026-07-09

USRT ISHARES TR36.8K shares10.87%2026-06-302026-07-09

XCEM COLUMBIA ETF TR II43.9K shares6.27%2026-06-302026-07-09

SCYB SCHWAB STRATEGIC TR87.2K shares14.00%2026-06-302026-07-09

VANGUARD INDEX FDS VANGUARD INDEX FDS6.1K shares20.96%2026-06-302026-07-09

Sponsored

SCHP SCHWAB STRATEGIC TR84.6K shares6.67%2026-06-302026-07-09

LMBS FIRST TR EXCHANGE-TRADED FD40.1K shares6.89%2026-06-302026-07-09

VEU VANGUARD INTL EQUITY INDEX F17.7K shares-6.60%2026-06-302026-07-09

BKIE BNY MELLON ETF TRUST14.4K shares-0.83%2026-06-302026-07-09

AAPL APPLE INC4.7K shares-14.68%2026-06-302026-07-09

FDVV FIDELITY COVINGTON TRUST21.8K shares-1.68%2026-06-302026-07-09

NVDA NVIDIA CORPORATION6.5K shares5.54%2026-06-302026-07-09

QQQ INVESCO QQQ TR1.4K shares35.15%2026-06-302026-07-09

Sponsored

FNDE SCHWAB STRATEGIC TR23.0K shares12.21%2026-06-302026-07-09

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.1K shares4.91%2026-06-302026-07-09

TSLA TESLA INC1.9K shares-7.47%2026-06-302026-07-09

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC942 shares7.90%2026-06-302026-07-09

WMT WALMART INC5.9K shares2.41%2026-06-302026-07-09

AMZN AMAZON COM INC2.7K shares12.13%2026-06-302026-07-09

VXUS VANGUARD STAR FDS7.5K shares26.54%2026-06-302026-07-09

BBRE J P MORGAN EXCHANGE TRADED F5.9K shares0.44%2026-06-302026-07-09

Sponsored

GLD SPDR GOLD TR1.7K shares0.30%2026-06-302026-07-09

IAU ISHARES GOLD TR8.0K shares0.32%2026-06-302026-07-09

VB VANGUARD INDEX FDS1.9K shares-1.27%2026-06-302026-07-09

VV VANGUARD INDEX FDS1.6K shares0.06%2026-06-302026-07-09

SCHD SCHWAB STRATEGIC TR17.1K shares95.45%2026-06-302026-07-09

CVNA CARVANA CO7.2K shares400.00%2026-06-302026-07-09

EXXON MOBIL CORP EXXON MOBIL CORP3.4K shares-15.68%2026-06-302026-07-09

SGOV ISHARES TR4.7K shares0.93%2026-06-302026-07-09

Sponsored

SCHG SCHWAB STRATEGIC TR12.2K shares12.63%2026-06-302026-07-09

MAR MARRIOTT INTL INC NEW1.1K shares-5.95%2026-06-302026-07-09

BND VANGUARD BD INDEX FDS5.4K shares3.94%2026-06-302026-07-09

BIL SPDR SERIES TRUST4.3K shares0.88%2026-06-302026-07-09

JPST J P MORGAN EXCHANGE TRADED F7.7K shares-6.80%2026-06-302026-07-09

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP1.2K shares-20.76%2026-06-302026-07-09

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC875 shares4.04%2026-06-302026-07-09

BE BLOOM ENERGY CORP1.1K sharesnew addition2026-06-302026-07-09

Sponsored

VOO VANGUARD INDEX FDS489 sharesnew addition2026-06-302026-07-09

SHV ISHARES TR3.0K shares-1.37%2026-06-302026-07-09

UMAC UNUSUAL MACHS INC14.1K shares30.67%2026-06-302026-07-09

GDXJ VANECK ETF TRUST3.2K shares-0.53%2026-06-302026-07-09

SHY ISHARES TR3.7K shares5.35%2026-06-302026-07-09

CCL CARNIVAL CORP LTD10.3K sharesnew addition2026-06-302026-07-09

MSFT MICROSOFT CORP786 shares9.02%2026-06-302026-07-09

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.3K shares30.07%2026-06-302026-07-09

Sponsored

SOUN SOUNDHOUND AI INC42.3K shares17.94%2026-06-302026-07-09

AIQ GLOBAL X FDS4.1K sharesnew addition2026-06-302026-07-09

VEA VANGUARD TAX-MANAGED FDS3.8K shares0.00%2026-06-302026-07-09

ISHARES TR ISHARES TR357 shares16.29%2026-06-302026-07-09

RSP INVESCO EXCHANGE TRADED FD T1.3K sharesnew addition2026-06-302026-07-09

ITB ISHARES TR2.5K shares-2.37%2026-06-302026-07-09

KEYS KEYSIGHT TECHNOLOGIES INC752 shares0.00%2026-06-302026-07-09

BA BOEING CO1.2K shares-17.92%2026-06-302026-07-09

Sponsored

IUS INVESCO EXCH TRD SLF IDX FD3.9K shares0.00%2026-06-302026-07-09

FTEC FIDELITY COVINGTON TRUST873 sharesnew addition2026-06-302026-07-09

VRP INVESCO EXCH TRADED FD TR II10.2K shares0.89%2026-06-302026-07-09

KNX KNIGHT-SWIFT TRANSN HLDGS IN3.1K sharesnew addition2026-06-302026-07-09

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP1.4K sharesnew addition2026-06-302026-07-09

IJH ISHARES TR3.1K shares0.95%2026-06-302026-07-09

HWM HOWMET AEROSPACE INC881 sharesnew addition2026-06-302026-07-09

AMD ADVANCED MICRO DEVICES INC400 sharesnew addition2026-06-302026-07-09

Sponsored

BNDX VANGUARD CHARLOTTE FDS4.3K shares0.00%2026-06-302026-07-09

VUG VANGUARD INDEX FDS2.4K sharesnew addition2026-06-302026-07-09

UEC URANIUM ENERGY CORP12.9K sharesnew addition2026-06-302026-07-09

SSII SS INNOVATIONS INTERNATIONAL18.7K shares11.51%2026-06-302026-07-09

LAC LITHIUM AMERS CORP NEW13.8K shares0.00%2026-06-302026-07-09

NAK NORTHERN DYNASTY MINERALS LT11.1K shares7.24%2026-06-302026-07-09

SPMO

INVESCO EXCH TRADED FD TR II

3.28%

Shares62.3K

Event2026-06-30

Filed2026-07-09

IDMO

INVESCO EXCH TRADED FD TR II

8.19%

Shares151.7K

Event2026-06-30

Filed2026-07-09

FNDX

SCHWAB STRATEGIC TR

6.36%

Shares281.5K

Event2026-06-30

Filed2026-07-09

XLG

INVESCO EXCHANGE TRADED FD T

8.28%

Shares113.3K

Event2026-06-30

Filed2026-07-09

FTGS

FIRST TR EXCHANGE-TRADED FD

7.42%

Shares182.2K

Event2026-06-30

Filed2026-07-09

BIV

VANGUARD BD INDEX FDS

2.42%

Shares82.2K

Event2026-06-30

Filed2026-07-09

JAAA

JANUS DETROIT STR TR

7.70%

Shares118.3K

Event2026-06-30

Filed2026-07-09

FNDF

SCHWAB STRATEGIC TR

7.19%

Shares93.2K

Event2026-06-30

Filed2026-07-09

SDVY

FIRST TR EXCHANGE TRADED FD

7.63%

Shares95.1K

Event2026-06-30

Filed2026-07-09

SPDR SERIES TRUST

-1.86%

Shares36.5K

Event2026-06-30

Filed2026-07-09

VGSH

VANGUARD SCOTTSDALE FDS

2.46%

Shares48.4K

Event2026-06-30

Filed2026-07-09

VSS

VANGUARD INTL EQUITY INDEX F

7.66%

Shares17.1K

Event2026-06-30

Filed2026-07-09

USRT

ISHARES TR

10.87%

Shares36.8K

Event2026-06-30

Filed2026-07-09

XCEM

COLUMBIA ETF TR II

6.27%

Shares43.9K

Event2026-06-30

Filed2026-07-09

SCYB

SCHWAB STRATEGIC TR

14.00%

Shares87.2K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

20.96%

Shares6.1K

Event2026-06-30

Filed2026-07-09

SCHP

SCHWAB STRATEGIC TR

6.67%

Shares84.6K

Event2026-06-30

Filed2026-07-09

LMBS

FIRST TR EXCHANGE-TRADED FD

6.89%

Shares40.1K

Event2026-06-30

Filed2026-07-09

VEU

VANGUARD INTL EQUITY INDEX F

-6.60%

Shares17.7K

Event2026-06-30

Filed2026-07-09

BKIE

BNY MELLON ETF TRUST

-0.83%

Shares14.4K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

-14.68%

Shares4.7K

Event2026-06-30

Filed2026-07-09

FDVV

FIDELITY COVINGTON TRUST

-1.68%

Shares21.8K

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

5.54%

Shares6.5K

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TR

35.15%

Shares1.4K

Event2026-06-30

Filed2026-07-09

FNDE

SCHWAB STRATEGIC TR

12.21%

Shares23.0K

Event2026-06-30

Filed2026-07-09

STATE STR SPDR S&P 500 ETF T

4.91%

Shares1.1K

Event2026-06-30

Filed2026-07-09

TSLA

TESLA INC

-7.47%

Shares1.9K

Event2026-06-30

Filed2026-07-09

CROWDSTRIKE HLDGS INC

7.90%

Shares942

Event2026-06-30

Filed2026-07-09

WMT

WALMART INC

2.41%

Shares5.9K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

12.13%

Shares2.7K

Event2026-06-30

Filed2026-07-09

VXUS

VANGUARD STAR FDS

26.54%

Shares7.5K

Event2026-06-30

Filed2026-07-09

BBRE

J P MORGAN EXCHANGE TRADED F

0.44%

Shares5.9K

Event2026-06-30

Filed2026-07-09

GLD

SPDR GOLD TR

0.30%

Shares1.7K

Event2026-06-30

Filed2026-07-09

IAU

ISHARES GOLD TR

0.32%

Shares8.0K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

-1.27%

Shares1.9K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

0.06%

Shares1.6K

Event2026-06-30

Filed2026-07-09

SCHD

SCHWAB STRATEGIC TR

95.45%

Shares17.1K

Event2026-06-30

Filed2026-07-09

CVNA

CARVANA CO

400.00%

Shares7.2K

Event2026-06-30

Filed2026-07-09

EXXON MOBIL CORP

-15.68%

Shares3.4K

Event2026-06-30

Filed2026-07-09

SGOV

ISHARES TR

0.93%

Shares4.7K

Event2026-06-30

Filed2026-07-09

SCHG

SCHWAB STRATEGIC TR

12.63%

Shares12.2K

Event2026-06-30

Filed2026-07-09

MAR

MARRIOTT INTL INC NEW

-5.95%

Shares1.1K

Event2026-06-30

Filed2026-07-09

BND

VANGUARD BD INDEX FDS

3.94%

Shares5.4K

Event2026-06-30

Filed2026-07-09

BIL

SPDR SERIES TRUST

0.88%

Shares4.3K

Event2026-06-30

Filed2026-07-09

JPST

J P MORGAN EXCHANGE TRADED F

-6.80%

Shares7.7K

Event2026-06-30

Filed2026-07-09

ROYAL CARIBBEAN GROUP

-20.76%

Shares1.2K

Event2026-06-30

Filed2026-07-09

UNITEDHEALTH GROUP INC

4.04%

Shares875

Event2026-06-30

Filed2026-07-09

BLOOM ENERGY CORP

New

Shares1.1K

Event2026-06-30

Filed2026-07-09

VOO

VANGUARD INDEX FDS

New

Shares489

Event2026-06-30

Filed2026-07-09

SHV

ISHARES TR

-1.37%

Shares3.0K

Event2026-06-30

Filed2026-07-09

UMAC

UNUSUAL MACHS INC

30.67%

Shares14.1K

Event2026-06-30

Filed2026-07-09

GDXJ

VANECK ETF TRUST

-0.53%

Shares3.2K

Event2026-06-30

Filed2026-07-09

SHY

ISHARES TR

5.35%

Shares3.7K

Event2026-06-30

Filed2026-07-09

CCL

CARNIVAL CORP LTD

New

Shares10.3K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP

9.02%

Shares786

Event2026-06-30

Filed2026-07-09

PALANTIR TECHNOLOGIES INC

30.07%

Shares2.3K

Event2026-06-30

Filed2026-07-09

SOUN

SOUNDHOUND AI INC

17.94%

Shares42.3K

Event2026-06-30

Filed2026-07-09

AIQ

GLOBAL X FDS

New

Shares4.1K

Event2026-06-30

Filed2026-07-09

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-09

ISHARES TR

16.29%

Shares357

Event2026-06-30

Filed2026-07-09

RSP

INVESCO EXCHANGE TRADED FD T

New

Shares1.3K

Event2026-06-30

Filed2026-07-09

ITB

ISHARES TR

-2.37%

Shares2.5K

Event2026-06-30

Filed2026-07-09

KEYS

KEYSIGHT TECHNOLOGIES INC

0.00%

Shares752

Event2026-06-30

Filed2026-07-09

BOEING CO

-17.92%

Shares1.2K

Event2026-06-30

Filed2026-07-09

IUS

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-09

FTEC

FIDELITY COVINGTON TRUST

New

Shares873

Event2026-06-30

Filed2026-07-09

VRP

INVESCO EXCH TRADED FD TR II

0.89%

Shares10.2K

Event2026-06-30

Filed2026-07-09

KNX

KNIGHT-SWIFT TRANSN HLDGS IN

New

Shares3.1K

Event2026-06-30

Filed2026-07-09

SPACE EXPLORATION TECHN CORP

New

Shares1.4K

Event2026-06-30

Filed2026-07-09

IJH

ISHARES TR

0.95%

Shares3.1K

Event2026-06-30

Filed2026-07-09

HWM

HOWMET AEROSPACE INC

New

Shares881

Event2026-06-30

Filed2026-07-09

AMD

ADVANCED MICRO DEVICES INC

New

Shares400

Event2026-06-30

Filed2026-07-09

BNDX

VANGUARD CHARLOTTE FDS

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-09

VUG

VANGUARD INDEX FDS

New

Shares2.4K

Event2026-06-30

Filed2026-07-09

UEC

URANIUM ENERGY CORP

New

Shares12.9K

Event2026-06-30

Filed2026-07-09

SSII

SS INNOVATIONS INTERNATIONAL

11.51%

Shares18.7K

Event2026-06-30

Filed2026-07-09

LAC

LITHIUM AMERS CORP NEW

0.00%

Shares13.8K

Event2026-06-30

Filed2026-07-09

NAK

NORTHERN DYNASTY MINERALS LT

7.24%

Shares11.1K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available