The Analysis of IFS Advisors, LLC's Holdings

Currently, IFS Advisors, LLC holds 177 types of securities in its portfolio with a total value $170.9M. In the most recent quarter, they have increased their positions in IBDR (+467.2K shares, valued at $11.4M), BND (+91.6K shares, valued at $6.8M), BSCQ (+240.4K shares, valued at $4.7M); decreased their positions in IVV (-1.1K shares, valued at $740.3K), SCHG (-7.8K shares, valued at $249.1K), SGOV (-1.9K shares, valued at $194.6K); initiated new positions in IBDR (+467.2K shares, valued at $11.4M), BND (+91.6K shares, valued at $6.8M), BSCQ (+240.4K shares, valued at $4.7M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES CORE S&P 500 ETF61.9K shares-1.76%2025-09-302025-10-15

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF211.8K shares-0.90%2025-09-302025-10-15

IEFA ISHARES CORE MSCI EAFE ETF198.7K shares4.11%2025-09-302025-10-15

DGRO ISHARES CORE DIVIDEND GROWTH ETF206.1K shares0.14%2025-09-302025-10-15

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF394.5K shares-1.94%2025-09-302025-10-15

IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF467.2K sharesnew addition2025-09-302025-10-15

IJH ISHARES CORE S&P MID-CAP ETF161.8K shares0.76%2025-09-302025-10-15

IJR ISHARES CORE S&P SMALL CAP ETF84.4K shares0.03%2025-09-302025-10-15

Sponsored

BND VANGUARD TOTAL BOND MARKET ETF91.6K sharesnew addition2025-09-302025-10-15

BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF240.4K sharesnew addition2025-09-302025-10-15

VO VANGUARD MID-CAP ETF13.4K shares1.95%2025-09-302025-10-15

AGG ISHARES CORE U.S. AGGREGATE BOND ETF39.2K sharesnew addition2025-09-302025-10-15

TFLO ISHARES TREASURY FLOATING RATE BOND ETF56.8K sharesnew addition2025-09-302025-10-15

USFR WISDOMTREE FLOATING RATE TREASURY FUND30.5K sharesnew addition2025-09-302025-10-15

SCHA SCHWAB U.S. SMALL-CAP ETF52.3K shares3.82%2025-09-302025-10-15

IWB ISHARES RUSSELL 1000 ETF2.1K shares0.00%2025-09-302025-10-15

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW1.2K shares0.00%2025-09-302025-10-15

AAPL APPLE INC COM1.9K shares0.96%2025-09-302025-10-15

EPS WISDOMTREE U.S. LARGECAP FUND4.9K shares0.00%2025-09-302025-10-15

IWF ISHARES RUSSELL 1000 GROWTH ETF694 shares-5.83%2025-09-302025-10-15

ADP AUTOMATIC DATA PROCESSING INC COM891 shares0.00%2025-09-302025-10-15

QQQ INVESCO QQQ TRUST SERIES I431 shares4.11%2025-09-302025-10-15

TSLA TESLA INC COM542 shares0.00%2025-09-302025-10-15

DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST491 shares0.00%2025-09-302025-10-15

Sponsored

NVDA NVIDIA CORPORATION COM1.1K shares-0.46%2025-09-302025-10-15

CAH CARDINAL HEALTH INC COM1.3K shares0.00%2025-09-302025-10-15

V VISA INC COM CL A528 shares0.00%2025-09-302025-10-15

VOO VANGUARD S&P 500 ETF255 shares-3.77%2025-09-302025-10-15

DE DEERE & CO COM251 shares0.00%2025-09-302025-10-15

SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF2.1K shares0.00%2025-09-302025-10-15

XUSP INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETF2.2K shares0.00%2025-09-302025-10-15

AMZN AMAZON COM INC COM425 shares3.16%2025-09-302025-10-15

Sponsored

META META PLATFORMS INC CL A107 shares0.00%2025-09-302025-10-15

IWD ISHARES RUSSELL 1000 VALUE ETF383 shares0.00%2025-09-302025-10-15

XEL XCEL ENERGY INC COM956 shares0.00%2025-09-302025-10-15

CRWD CROWDSTRIKE HLDGS INC CL A149 shares0.00%2025-09-302025-10-15

VGT VANGUARD INFORMATION TECHNOLOGY ETF96 shares0.00%2025-09-302025-10-15

PG PROCTER AND GAMBLE CO COM465 shares0.00%2025-09-302025-10-15

AEP AMERICAN ELEC PWR CO INC COM571 shares0.00%2025-09-302025-10-15

NFLX NETFLIX INC COM53 shares0.00%2025-09-302025-10-15

Sponsored

PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF4.7K shares0.00%2025-09-302025-10-15

TPL TEXAS PACIFIC LAND CORPORATION COM66 shares0.00%2025-09-302025-10-15

IBM INTERNATIONAL BUSINESS MACHS COM197 shares0.00%2025-09-302025-10-15

VZ VERIZON COMMUNICATIONS INC COM1.2K shares0.00%2025-09-302025-10-15

FLOT ISHARES FLOATING RATE BOND ETF1.0K shares0.00%2025-09-302025-10-15

MRK MERCK & CO INC COM597 shares0.00%2025-09-302025-10-15

SHY ISHARES 1-3 YEAR TREASURY BOND ETF600 shares0.00%2025-09-302025-10-15

PFE PFIZER INC COM1.8K shares0.00%2025-09-302025-10-15

Sponsored

ABBV ABBVIE INC COM200 shares0.00%2025-09-302025-10-15

F FORD MTR CO COM3.8K shares0.00%2025-09-302025-10-15

GOOG ALPHABET INC CAP STK CL C165 shares10.00%2025-09-302025-10-15

VEA VANGUARD FTSE DEVELOPED MARKETS ETF611 shares0.00%2025-09-302025-10-15

SCHD SCHWAB US DIVIDEND EQUITY ETF1.3K shares4.03%2025-09-302025-10-15

CVX CHEVRON CORP NEW COM217 shares0.00%2025-09-302025-10-15

AVGO BROADCOM INC COM100 shares0.00%2025-09-302025-10-15

MSFT MICROSOFT CORP COM56 shares0.00%2025-09-302025-10-15

Sponsored

AMD ADVANCED MICRO DEVICES INC COM180 shares0.00%2025-09-302025-10-15

CFFN CAPITOL FED FINL INC COM4.4K shares0.00%2025-09-302025-10-15

HD HOME DEPOT INC COM63 shares0.00%2025-09-302025-10-15

IWM ISHARES RUSSELL 2000 ETF105 shares0.00%2025-09-302025-10-15

MMM 3M CO COM158 shares0.00%2025-09-302025-10-15

T AT&T INC COM863 shares0.12%2025-09-302025-10-15

XOM EXXON MOBIL CORP COM211 shares0.00%2025-09-302025-10-15

UPS UNITED PARCEL SERVICE INC CL B274 shares0.00%2025-09-302025-10-15

Sponsored

BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT675 shares0.00%2025-09-302025-10-15

CYBR CYBERARK SOFTWARE LTD SHS41 shares0.00%2025-09-302025-10-15

TRV TRAVELERS COMPANIES INC COM69 shares0.00%2025-09-302025-10-15

ARKK ARK INNOVATION ETF213 shares0.00%2025-09-302025-10-15

COST COSTCO WHSL CORP NEW COM19 shares0.00%2025-09-302025-10-15

SONY SONY GROUP CORP SPONSORED ADR590 shares0.00%2025-09-302025-10-15

SKT TANGER INC COM500 shares0.00%2025-09-302025-10-15

IBIT ISHARES BITCOIN TRUST ETF260 shares0.00%2025-09-302025-10-15

Sponsored

TRMB TRIMBLE INC COM200 shares0.00%2025-09-302025-10-15

HEI HEICO CORP NEW COM50 shares0.00%2025-09-302025-10-15

LPL LG DISPLAY CO LTD SPONS ADR REP3.0K shares0.00%2025-09-302025-10-15

KKR KKR & CO INC COM119 shares0.00%2025-09-302025-10-15

SVXY PROSHARES SHORT VIX SHORT-TERM FUTURES ETF299 shares0.00%2025-09-302025-10-15

DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF341 shares0.00%2025-09-302025-10-15

MO ALTRIA GROUP INC COM227 shares0.00%2025-09-302025-10-15

ORLY OREILLY AUTOMOTIVE INC COM135 shares0.00%2025-09-302025-10-15

Sponsored

USO UNITED STATES OIL FUND LP186 shares0.00%2025-09-302025-10-15

DOW DOW INC COM585 shares0.00%2025-09-302025-10-15

JNJ JOHNSON & JOHNSON COM72 shares0.00%2025-09-302025-10-15

NKE NIKE INC CL B189 shares0.00%2025-09-302025-10-15

SNOW SNOWFLAKE INC COM SHS58 shares0.00%2025-09-302025-10-15

BAC BANK AMERICA CORP COM249 shares0.00%2025-09-302025-10-15

UBER UBER TECHNOLOGIES INC COM130 shares0.00%2025-09-302025-10-15

DIS DISNEY WALT CO COM102 shares0.00%2025-09-302025-10-15

Sponsored

UNH UNITEDHEALTH GROUP INC COM33 shares0.00%2025-09-302025-10-15

OKE ONEOK INC NEW COM155 shares0.00%2025-09-302025-10-15

CSX CSX CORP COM315 shares0.00%2025-09-302025-10-15

COIN COINBASE GLOBAL INC COM CL A33 shares0.00%2025-09-302025-10-15

PPL PPL CORP COM288 shares0.00%2025-09-302025-10-15

HSY HERSHEY CO COM57 shares0.00%2025-09-302025-10-15

DELL DELL TECHNOLOGIES INC CL C75 shares0.00%2025-09-302025-10-15

ADM ARCHER DANIELS MIDLAND CO COM175 shares0.00%2025-09-302025-10-15

Sponsored

LNG CHENIERE ENERGY INC COM NEW44 shares0.00%2025-09-302025-10-15

PK PARK HOTELS & RESORTS INC COM893 shares0.00%2025-09-302025-10-15

WFC WELLS FARGO CO NEW COM118 shares0.00%2025-09-302025-10-15

KO COCA COLA CO COM148 shares0.00%2025-09-302025-10-15

SYM SYMBOTIC INC CLASS A COM182 shares0.00%2025-09-302025-10-15

O REALTY INCOME CORP COM159 shares0.00%2025-09-302025-10-15

SBUX STARBUCKS CORP COM112 shares0.00%2025-09-302025-10-15

LUV SOUTHWEST AIRLS CO COM296 shares0.00%2025-09-302025-10-15

Sponsored

KNTK KINETIK HOLDINGS INC COM NEW CL A200 shares0.00%2025-09-302025-10-15

ISRG INTUITIVE SURGICAL INC COM NEW18 shares0.00%2025-09-302025-10-15

LAND GLADSTONE LD CORP COM876 shares0.00%2025-09-302025-10-15

INTC INTEL CORP COM235 shares0.00%2025-09-302025-10-15

KHC KRAFT HEINZ CO COM285 shares0.00%2025-09-302025-10-15

MNST MONSTER BEVERAGE CORP NEW COM100 shares0.00%2025-09-302025-10-15

AXP AMERICAN EXPRESS CO COM20 shares0.00%2025-09-302025-10-15

CMG CHIPOTLE MEXICAN GRILL INC COM167 sharesnew addition2025-09-302025-10-15

Sponsored

USB US BANCORP DEL COM NEW135 shares0.00%2025-09-302025-10-15

LMT LOCKHEED MARTIN CORP COM13 shares0.00%2025-09-302025-10-15

TMUS T-MOBILE US INC COM26 shares0.00%2025-09-302025-10-15

CPER UNITED STATES COPPER INDEX FUND200 shares0.00%2025-09-302025-10-15

GLD SPDR GOLD SHARES16 sharesnew addition2025-09-302025-10-15

KURV GOLD ENHANCED INCOME ETF KURV GOLD ENHANCED INCOME ETF200 sharesnew addition2025-09-302025-10-15

RTX RTX CORPORATION COM32 shares0.00%2025-09-302025-10-15

COF CAPITAL ONE FINL CORP COM25 shares0.00%2025-09-302025-10-15

Sponsored

ALE ALLETE INC COM NEW70 shares0.00%2025-09-302025-10-15

BA BOEING CO COM21 shares0.00%2025-09-302025-10-15

GNL GLOBAL NET LEASE INC COM NEW534 shares0.00%2025-09-302025-10-15

NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN142 shares0.00%2025-09-302025-10-15

TRMD TORM PLC SHS CL A200 shares0.00%2025-09-302025-10-15

WBD WARNER BROS DISCOVERY INC COM SER A205 shares0.00%2025-09-302025-10-15

ALLY ALLY FINL INC COM100 shares0.00%2025-09-302025-10-15

ASML ASML HOLDING N V N Y REGISTRY SHS4 shares0.00%2025-09-302025-10-15

Sponsored

CRSP CRISPR THERAPEUTICS AG NAMEN AKT59 shares0.00%2025-09-302025-10-15

NET CLOUDFLARE INC CL A COM17 shares0.00%2025-09-302025-10-15

BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR61 shares0.00%2025-09-302025-10-15

JPM JPMORGAN CHASE & CO. COM11 shares0.00%2025-09-302025-10-15

DPZ DOMINOS PIZZA INC COM8 shares0.00%2025-09-302025-10-15

SHAK SHAKE SHACK INC CL A35 shares0.00%2025-09-302025-10-15

WPC WP CAREY INC COM48 shares0.00%2025-09-302025-10-15

XLF FINANCIAL SELECT SECTOR SPDR FUND60 shares0.00%2025-09-302025-10-15

Sponsored

WMT WALMART INC COM30 shares0.00%2025-09-302025-10-15

SOLV SOLVENTUM CORP COM SHS39 shares0.00%2025-09-302025-10-15

OKTA OKTA INC CL A30 shares0.00%2025-09-302025-10-15

GILD GILEAD SCIENCES INC COM24 shares0.00%2025-09-302025-10-15

OBDC BLUE OWL CAPITAL CORPORATION COM200 shares0.00%2025-09-302025-10-15

GLW CORNING INC COM30 shares0.00%2025-09-302025-10-15

CSCO CISCO SYS INC COM35 shares0.00%2025-09-302025-10-15

CMP COMPASS MINERALS INTL INC COM120 shares0.00%2025-09-302025-10-15

Sponsored

RBLX ROBLOX CORP CL A16 shares0.00%2025-09-302025-10-15

ARM ARM HOLDINGS PLC SPONSORED ADS15 shares0.00%2025-09-302025-10-15

MET METLIFE INC COM25 shares-28.57%2025-09-302025-10-15

DARE DARE BIOSCIENCE INC COM NEW950 shares0.00%2025-09-302025-10-15

XYZ BLOCK INC CL A25 shares0.00%2025-09-302025-10-15

TGT TARGET CORP COM20 shares0.00%2025-09-302025-10-15

S SENTINELONE INC CL A100 shares0.00%2025-09-302025-10-15

PYPL PAYPAL HLDGS INC COM25 shares0.00%2025-09-302025-10-15

Sponsored

ANDE ANDERSONS INC COM42 shares0.00%2025-09-302025-10-15

CG CARLYLE GROUP INC COM23 shares0.00%2025-09-302025-10-15

MRNA MODERNA INC COM55 shares0.00%2025-09-302025-10-15

KD KYNDRYL HLDGS INC COMMON STOCK42 shares0.00%2025-09-302025-10-15

PRU PRUDENTIAL FINL INC COM12 shares0.00%2025-09-302025-10-15

IIPR INNOVATIVE INDL PPTYS INC COM20 shares0.00%2025-09-302025-10-15

BHF BRIGHTHOUSE FINL INC COM18 shares0.00%2025-09-302025-10-15

CRM SALESFORCE INC COM4 shares0.00%2025-09-302025-10-15

Sponsored

AI C3 AI INC CL A50 shares0.00%2025-09-302025-10-15

MSOS ADVISORSHARES PURE US CANNABIS ETF155 shares0.00%2025-09-302025-10-15

MGM MGM RESORTS INTERNATIONAL COM18 shares0.00%2025-09-302025-10-15

OGN ORGANON & CO COMMON STOCK58 shares0.00%2025-09-302025-10-15

ARCC ARES CAPITAL CORP COM30 shares0.00%2025-09-302025-10-15

VTRS VIATRIS INC COM51 shares0.00%2025-09-302025-10-15

NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS19 shares0.00%2025-09-302025-10-15

CLNE CLEAN ENERGY FUELS CORP COM160 shares0.00%2025-09-302025-10-15

Sponsored

SLQT SELECTQUOTE INC COM185 shares0.00%2025-09-302025-10-15

DNUT KRISPY KREME INC COM56 shares0.00%2025-09-302025-10-15

M MACYS INC COM10 shares0.00%2025-09-302025-10-15

LUMN LUMEN TECHNOLOGIES INC COM26 shares0.00%2025-09-302025-10-15

PRPL PURPLE INNOVATION INC COM140 shares0.00%2025-09-302025-10-15

NLOP NET LEASE OFFICE PROPERTIES COM3 shares0.00%2025-09-302025-10-15

SPCE VIRGIN GALACTIC HOLDINGS INC COM NEW22 shares0.00%2025-09-302025-10-15

SCHB SCHWAB U.S. BROAD MARKET ETF1 shares0.00%2025-09-302025-10-15

Sponsored

ONL ORION PROPERTIES INC COM15 shares0.00%2025-09-302025-10-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available