The Analysis of Investor's Fiduciary Advisor Network, LLC's Holdings
Currently, Investor's Fiduciary Advisor Network, LLC holds 236 types of securities in its portfolio with a total value $295.1K. In the most recent quarter, they have increased their positions in BRK.B (+9.4K shares, valued at $4.7K), EVMO (+19.5K shares, valued at $987), JMBS (+19.3K shares, valued at $881); decreased their positions in AVGO (-2.1K shares, valued at $678.1753258346724), IRM (-5.6K shares, valued at $575.0606930490055), EFG (-4.9K shares, valued at $553.2655246252676); initiated new positions in BRK.B (+9.4K shares, valued at $4.7K), EVMO (+19.5K shares, valued at $987), JMBS (+19.3K shares, valued at $881). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP35.6K shares-0.91%2025-09-302025-11-03
AAPL APPLE INC59.6K shares-0.64%2025-09-302025-11-03 SCHD SCHWAB STRATEGIC TR468.8K shares-3.45%2025-09-302025-11-03 QQQ INVESCO QQQ TR17.7K shares-0.85%2025-09-302025-11-03 AMZN AMAZON COM INC28.1K shares-0.57%2025-09-302025-11-03 QUAL ISHARES TR28.9K shares-1.89%2025-09-302025-11-03 O REALTY INCOME CORP85.5K shares0.35%2025-09-302025-11-03 VYM VANGUARD WHITEHALL FDS36.0K shares-1.29%2025-09-302025-11-03 CAT CATERPILLAR INC10.2K shares-0.53%2025-09-302025-11-03 BRK.B BERKSHIRE HATHAWAY INC DEL9.4K sharesnew addition2025-09-302025-11-03 BIL SPDR SERIES TRUST50.0K shares4.15%2025-09-302025-11-03 JQUA J P MORGAN EXCHANGE TRADED F63.1K shares-2.29%2025-09-302025-11-03 SPYG SPDR SERIES TRUST35.8K shares-0.99%2025-09-302025-11-03 AVGO BROADCOM INC11.2K shares-15.51%2025-09-302025-11-03 V VISA INC10.2K shares-3.42%2025-09-302025-11-03 NVDA NVIDIA CORPORATION17.4K shares-11.16%2025-09-302025-11-03 XLK SELECT SECTOR SPDR TR11.5K shares0.29%2025-09-302025-11-03 CALF PACER FDS TR68.2K shares1.26%2025-09-302025-11-03 ENSG ENSIGN GROUP INC17.2K shares-0.11%2025-09-302025-11-03 VO VANGUARD INDEX FDS10.0K shares-3.53%2025-09-302025-11-03 NNN NNN REIT INC66.4K shares0.08%2025-09-302025-11-03 MRK MERCK & CO INC32.9K shares-0.67%2025-09-302025-11-03 VUG VANGUARD INDEX FDS5.5K shares-0.56%2025-09-302025-11-03 GOOG ALPHABET INC10.6K shares-3.18%2025-09-302025-11-03 IRM IRON MTN INC DEL24.4K shares-18.79%2025-09-302025-11-03 CVX CHEVRON CORP NEW15.8K shares9.14%2025-09-302025-11-03 DSI ISHARES TR19.1K shares-4.72%2025-09-302025-11-03 LCTU BLACKROCK ETF TRUST32.2K shares-4.63%2025-09-302025-11-03 SCHX SCHWAB STRATEGIC TR88.6K shares10.73%2025-09-302025-11-03 VTV VANGUARD INDEX FDS11.9K shares1.75%2025-09-302025-11-03 VFH VANGUARD WORLD FD16.5K shares0.34%2025-09-302025-11-03 IQLT ISHARES TR48.3K shares39.89%2025-09-302025-11-03 NOBL PROSHARES TR20.5K shares-3.87%2025-09-302025-11-03 JEPI J P MORGAN EXCHANGE TRADED F36.2K shares5.20%2025-09-302025-11-03 JEPQ J P MORGAN EXCHANGE TRADED F35.5K shares4.99%2025-09-302025-11-03 FTSM FIRST TR EXCHANGE-TRADED FD34.0K shares2.23%2025-09-302025-11-03 COST COSTCO WHSL CORP NEW2.1K shares1.73%2025-09-302025-11-03 IVW ISHARES TR15.0K shares-4.93%2025-09-302025-11-03 JPIE J P MORGAN EXCHANGE TRADED F38.9K shares-1.42%2025-09-302025-11-03 ESGU ISHARES TR12.2K shares25.14%2025-09-302025-11-03 LLY ELI LILLY & CO2.2K shares0.00%2025-09-302025-11-03 VBR VANGUARD INDEX FDS8.0K shares-7.66%2025-09-302025-11-03 BND VANGUARD BD INDEX FDS22.5K shares-4.34%2025-09-302025-11-03 EAGG ISHARES TR34.7K shares-7.91%2025-09-302025-11-03 DYNF BLACKROCK ETF TRUST27.8K shares-2.27%2025-09-302025-11-03 SUSC ISHARES TR65.3K shares9.31%2025-09-302025-11-03 DE DEERE & CO3.3K shares-0.27%2025-09-302025-11-03 SPYM SPDR SERIES TRUST19.5K shares-4.79%2025-09-302025-11-03 XOM EXXON MOBIL CORP13.5K shares-0.27%2025-09-302025-11-03 FDL FIRST TR EXCHANGE-TRADED FD33.8K shares-8.43%2025-09-302025-11-03 SO SOUTHERN CO15.4K shares-1.06%2025-09-302025-11-03 EMXC ISHARES INC21.0K shares11.65%2025-09-302025-11-03 SCHZ SCHWAB STRATEGIC TR59.9K shares4.15%2025-09-302025-11-03 VTI VANGUARD INDEX FDS4.2K shares3.73%2025-09-302025-11-03 RSPT INVESCO EXCHANGE TRADED FD T31.1K shares7.85%2025-09-302025-11-03 FVD FIRST TR EXCHANGE-TRADED FD29.8K shares-2.28%2025-09-302025-11-03 VZ VERIZON COMMUNICATIONS INC30.5K shares50.46%2025-09-302025-11-03 DGRO ISHARES TR19.7K shares1.19%2025-09-302025-11-03 EFV ISHARES TR19.7K shares-15.80%2025-09-302025-11-03 HD HOME DEPOT INC3.3K shares-2.16%2025-09-302025-11-03 VHT VANGUARD WORLD FD5.1K shares1.65%2025-09-302025-11-03 IUSB ISHARES TR28.2K shares-19.05%2025-09-302025-11-03 JNJ JOHNSON & JOHNSON6.9K shares0.80%2025-09-302025-11-03 SPTS SPDR SERIES TRUST43.6K shares13.09%2025-09-302025-11-03 PFE PFIZER INC49.6K shares4.31%2025-09-302025-11-03 IEMG ISHARES INC18.7K shares-2.34%2025-09-302025-11-03 PG PROCTER AND GAMBLE CO8.0K shares-1.17%2025-09-302025-11-03 BX BLACKSTONE INC7.2K shares-3.49%2025-09-302025-11-03 CSCO CISCO SYS INC17.9K shares-0.49%2025-09-302025-11-03 AMD ADVANCED MICRO DEVICES INC7.4K shares-0.23%2025-09-302025-11-03 BIPC BROOKFIELD INFRASTRUCTURE CO28.9K shares-3.29%2025-09-302025-11-03 XLG INVESCO EXCHANGE TRADED FD T20.3K shares106.16%2025-09-302025-11-03 USXF ISHARES TR20.3K shares-26.34%2025-09-302025-11-03 JPM JPMORGAN CHASE & CO.3.5K shares0.00%2025-09-302025-11-03 SPY SPDR S&P 500 ETF TR1.7K shares0.06%2025-09-302025-11-03 IVE ISHARES TR5.3K shares-0.54%2025-09-302025-11-03 SCHW SCHWAB CHARLES CORP11.5K shares-4.40%2025-09-302025-11-03 GOOGL ALPHABET INC4.5K shares1.82%2025-09-302025-11-03 EPD ENTERPRISE PRODS PARTNERS L34.4K shares-1.71%2025-09-302025-11-03 ABBV ABBVIE INC4.6K shares0.91%2025-09-302025-11-03 MBB ISHARES TR11.1K shares1.52%2025-09-302025-11-03 XTEN BONDBLOXX ETF TRUST22.3K shares2.61%2025-09-302025-11-03 DHR DANAHER CORPORATION5.1K shares-2.15%2025-09-302025-11-03 EVMO MORGAN STANLEY ETF TRUST19.5K sharesnew addition2025-09-302025-11-03 QTEC FIRST TR EXCHANGE-TRADED FD4.3K shares-1.84%2025-09-302025-11-03 MINT PIMCO ETF TR9.7K shares2.30%2025-09-302025-11-03 META META PLATFORMS INC1.3K shares-3.83%2025-09-302025-11-03 ESGE ISHARES INC21.2K shares-2.21%2025-09-302025-11-03 MUB ISHARES TR8.6K shares-3.28%2025-09-302025-11-03 BLK BLACKROCK INC776 shares0.00%2025-09-302025-11-03 ESGD ISHARES TR9.5K shares27.99%2025-09-302025-11-03 JMBS JANUS DETROIT STR TR19.3K sharesnew addition2025-09-302025-11-03 WM WASTE MGMT INC DEL3.9K shares4.32%2025-09-302025-11-03 FDVV FIDELITY COVINGTON TRUST15.0K shares17.33%2025-09-302025-11-03 XLC SELECT SECTOR SPDR TR6.9K shares11.22%2025-09-302025-11-03 UPS UNITED PARCEL SERVICE INC9.7K shares17.53%2025-09-302025-11-03 IVV ISHARES TR1.2K shares-9.66%2025-09-302025-11-03 AMGN AMGEN INC2.8K shares0.44%2025-09-302025-11-03 COWZ PACER FDS TR13.5K shares12.67%2025-09-302025-11-03 VB VANGUARD INDEX FDS3.0K shares-6.64%2025-09-302025-11-03 MS MORGAN STANLEY4.8K shares-0.71%2025-09-302025-11-03 SHEL SHELL PLC10.5K shares-7.74%2025-09-302025-11-03 XLV SELECT SECTOR SPDR TR5.2K shares-11.31%2025-09-302025-11-03 WFC WELLS FARGO CO NEW8.6K shares0.23%2025-09-302025-11-03 IEFA ISHARES TR8.1K shares-0.23%2025-09-302025-11-03 PEP PEPSICO INC5.0K shares-1.36%2025-09-302025-11-03 UNP UNION PAC CORP2.9K shares0.03%2025-09-302025-11-03 KO COCA COLA CO10.4K shares-2.59%2025-09-302025-11-03 LOW LOWES COS INC2.7K shares-9.62%2025-09-302025-11-03 WMT WALMART INC6.6K shares0.39%2025-09-302025-11-03 VPU VANGUARD WORLD FD3.4K shares-3.09%2025-09-302025-11-03 WK WORKIVA INC7.6K shares0.00%2025-09-302025-11-03 NFLX NETFLIX INC537 shares-8.21%2025-09-302025-11-03 INTC INTEL CORP18.9K shares0.52%2025-09-302025-11-03 MCD MCDONALDS CORP2.1K shares0.54%2025-09-302025-11-03 THRO BLACKROCK ETF TRUST16.4K shares-1.05%2025-09-302025-11-03 ORCL ORACLE CORP2.2K shares-18.67%2025-09-302025-11-03 GOVT ISHARES TR26.7K shares0.30%2025-09-302025-11-03 BAI BLACKROCK ETF TRUST17.6K shares149.84%2025-09-302025-11-03 QCOM QUALCOMM INC3.5K shares-3.02%2025-09-302025-11-03 VIGI VANGUARD WHITEHALL FDS6.4K shares0.53%2025-09-302025-11-03 IXJ ISHARES TR6.5K shares31.19%2025-09-302025-11-03 CWEN CLEARWAY ENERGY INC20.2K sharesnew addition2025-09-302025-11-03 BEPC BROOKFIELD RENEWABLE CORP16.5K shares-3.22%2025-09-302025-11-03 HON HONEYWELL INTL INC2.6K shares-0.08%2025-09-302025-11-03 NULV NUSHARES ETF TR12.6K shares-1.14%2025-09-302025-11-03 NULG NUSHARES ETF TR5.5K shares-1.29%2025-09-302025-11-03 ALL ALLSTATE CORP2.6K shares-8.45%2025-09-302025-11-03 VGK VANGUARD INTL EQUITY INDEX F6.9K shares-2.25%2025-09-302025-11-03 EMLP FIRST TR EXCHANGE-TRADED FD14.2K shares-3.44%2025-09-302025-11-03 BINC BLACKROCK ETF TRUST II10.2K shares5.65%2025-09-302025-11-03 SPMO INVESCO EXCH TRADED FD TR II4.5K shares-3.82%2025-09-302025-11-03 IUSG ISHARES TR3.2K shares-0.46%2025-09-302025-11-03 BAC BANK AMERICA CORP10.2K shares0.00%2025-09-302025-11-03 EXI ISHARES TR3.0K shares16.36%2025-09-302025-11-03 TSLX SIXTH STREET SPECIALTY LENDI22.8K sharesnew addition2025-09-302025-11-03 AXP AMERICAN EXPRESS CO1.5K shares0.06%2025-09-302025-11-03 SYK STRYKER CORPORATION1.4K shares0.00%2025-09-302025-11-03 FANG DIAMONDBACK ENERGY INC3.5K shares0.58%2025-09-302025-11-03 BAR GRANITESHARES GOLD TR12.9K sharesnew addition2025-09-302025-11-03 SBUX STARBUCKS CORP5.7K shares-9.10%2025-09-302025-11-03 KMB KIMBERLY-CLARK CORP3.9K shares-1.97%2025-09-302025-11-03 TSLA TESLA INC1.1K shares-10.87%2025-09-302025-11-03 IAGG ISHARES TR9.3K shares3.31%2025-09-302025-11-03 VOO VANGUARD INDEX FDS773 shares38.28%2025-09-302025-11-03 SLB SCHLUMBERGER LTD13.5K shares-5.07%2025-09-302025-11-03 SPHQ INVESCO EXCHANGE TRADED FD T6.3K shares0.27%2025-09-302025-11-03 IBM INTERNATIONAL BUSINESS MACHS1.6K shares-0.97%2025-09-302025-11-03 SPGP INVESCO EXCHANGE TRADED FD T4.0K shares-0.35%2025-09-302025-11-03 GLDM WORLD GOLD TR5.9K shares48.68%2025-09-302025-11-03 SYY SYSCO CORP5.4K shares-1.76%2025-09-302025-11-03 RTX RTX CORPORATION2.6K shares-3.84%2025-09-302025-11-03 ARE ALEXANDRIA REAL ESTATE EQ IN5.2K shares0.00%2025-09-302025-11-03 AIRR FIRST TR EXCHANGE TRADED FD4.5K shares1.58%2025-09-302025-11-03 VNQ VANGUARD INDEX FDS4.7K shares15.02%2025-09-302025-11-03 LMT LOCKHEED MARTIN CORP856 shares2.88%2025-09-302025-11-03 GIS GENERAL MLS INC8.4K shares-3.45%2025-09-302025-11-03 LCTD BLACKROCK ETF TRUST7.7K shares-4.93%2025-09-302025-11-03 NLY ANNALY CAPITAL MANAGEMENT IN20.3K sharesnew addition2025-09-302025-11-03 EVUS ISHARES TR12.7K sharesnew addition2025-09-302025-11-03 SPHY SPDR SERIES TRUST16.7K shares4.48%2025-09-302025-11-03 VTWV VANGUARD SCOTTSDALE FDS2.6K shares0.00%2025-09-302025-11-03 MXI ISHARES TR4.3K shares-1.15%2025-09-302025-11-03 XLE SELECT SECTOR SPDR TR4.4K shares-5.61%2025-09-302025-11-03 BDX BECTON DICKINSON & CO2.1K shares0.10%2025-09-302025-11-03 PHYS SPROTT ASSET MANAGEMENT LP13.0K shares-2.94%2025-09-302025-11-03 SUSB ISHARES TR14.9K shares-1.86%2025-09-302025-11-03 QQQM INVESCO EXCH TRADED FD TR II1.5K shares3.43%2025-09-302025-11-03 T AT&T INC13.0K shares0.00%2025-09-302025-11-03 RDVY FIRST TR EXCHANGE TRADED FD5.4K shares28.87%2025-09-302025-11-03 IUSV ISHARES TR3.6K shares0.52%2025-09-302025-11-03 VXF VANGUARD INDEX FDS1.7K shares26.48%2025-09-302025-11-03 BMY BRISTOL-MYERS SQUIBB CO8.0K shares0.05%2025-09-302025-11-03 SHLD GLOBAL X FDS5.1K sharesnew addition2025-09-302025-11-03 SRE SEMPRA4.0K shares-9.41%2025-09-302025-11-03 NKE NIKE INC5.1K shares0.00%2025-09-302025-11-03 ADBE ADOBE INC1.0K shares-16.38%2025-09-302025-11-03 DUK DUKE ENERGY CORP NEW2.9K shares0.00%2025-09-302025-11-03 VXUS VANGUARD STAR FDS4.8K shares18.04%2025-09-302025-11-03 MGC VANGUARD WORLD FD1.4K shares0.14%2025-09-302025-11-03 OWNS TIDAL TRUST III19.9K shares-1.41%2025-09-302025-11-03 BA BOEING CO1.6K shares6.23%2025-09-302025-11-03 IQDG WISDOMTREE TR8.5K shares13.99%2025-09-302025-11-03 IYW ISHARES TR1.7K shares-59.10%2025-09-302025-11-03 IWM ISHARES TR1.4K shares-0.58%2025-09-302025-11-03 EFA ISHARES TR3.5K shares0.00%2025-09-302025-11-03 VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.60%2025-09-302025-11-03 IWY ISHARES TR1.2K shares0.77%2025-09-302025-11-03 RKLB ROCKET LAB CORP6.8K shares0.00%2025-09-302025-11-03 GLW CORNING INC3.9K shares0.13%2025-09-302025-11-03 CSX CSX CORP9.1K shares0.08%2025-09-302025-11-03 MMM 3M CO2.1K shares-0.39%2025-09-302025-11-03 LRCX LAM RESEARCH CORP2.3K shares6.95%2025-09-302025-11-03 TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K sharesnew addition2025-09-302025-11-03 VWO VANGUARD INTL EQUITY INDEX F5.7K shares-5.59%2025-09-302025-11-03 TROW PRICE T ROWE GROUP INC3.0K sharesnew addition2025-09-302025-11-03 ICOW PACER FDS TR8.3K sharesnew addition2025-09-302025-11-03 GRNB VANECK ETF TRUST12.4K shares-1.11%2025-09-302025-11-03 NUMV NUSHARES ETF TR7.8K shares-1.27%2025-09-302025-11-03 FGDL FRANKLIN TEMPLETON HOLDINGS5.8K sharesnew addition2025-09-302025-11-03 VGT VANGUARD WORLD FD385 shares8.45%2025-09-302025-11-03 EMB ISHARES TR3.0K shares1.72%2025-09-302025-11-03 UNH UNITEDHEALTH GROUP INC811 shares-2.29%2025-09-302025-11-03 GE GE AEROSPACE926 sharesnew addition2025-09-302025-11-03 ITOT ISHARES TR1.9K shares0.00%2025-09-302025-11-03 DD DUPONT DE NEMOURS INC3.5K shares0.06%2025-09-302025-11-03 DLN WISDOMTREE TR3.1K shares0.00%2025-09-302025-11-03 ED CONSOLIDATED EDISON INC2.6K shares0.08%2025-09-302025-11-03 AVEM AMERICAN CENTY ETF TR3.4K sharesnew addition2025-09-302025-11-03 COF CAPITAL ONE FINL CORP1.2K shares0.00%2025-09-302025-11-03 FLQM FRANKLIN TEMPLETON ETF TR4.5K shares-31.30%2025-09-302025-11-03 USB US BANCORP DEL5.2K shares0.00%2025-09-302025-11-03 ICSH ISHARES TR4.8K shares3.70%2025-09-302025-11-03 URI UNITED RENTALS INC256 shares-5.19%2025-09-302025-11-03 TLH ISHARES TR2.3K sharesnew addition2025-09-302025-11-03 XLF SELECT SECTOR SPDR TR4.5K sharesnew addition2025-09-302025-11-03 MDLZ MONDELEZ INTL INC3.8K shares-0.75%2025-09-302025-11-03 CEG CONSTELLATION ENERGY CORP713 shares0.00%2025-09-302025-11-03 VTC VANGUARD SCOTTSDALE FDS2.9K sharesnew addition2025-09-302025-11-03 IJR ISHARES TR1.9K shares3.12%2025-09-302025-11-03 RTH VANECK ETF TRUST910 shares0.00%2025-09-302025-11-03 TMUS T-MOBILE US INC949 shares2.59%2025-09-302025-11-03 CTVA CORTEVA INC3.3K shares0.00%2025-09-302025-11-03 BEN FRANKLIN RESOURCES INC9.6K sharesnew addition2025-09-302025-11-03 IJH ISHARES TR3.3K shares-1.19%2025-09-302025-11-03 WES WESTERN MIDSTREAM PARTNERS L5.5K shares0.00%2025-09-302025-11-03 BLV VANGUARD BD INDEX FDS3.0K shares-2.16%2025-09-302025-11-03 EFG ISHARES TR1.9K shares-72.30%2025-09-302025-11-03 EFAV ISHARES TR2.5K shares0.00%2025-09-302025-11-03 DIS DISNEY WALT CO1.8K shares-13.16%2025-09-302025-11-03 LHX L3HARRIS TECHNOLOGIES INC679 sharesnew addition2025-09-302025-11-03 VIK VIKING HOLDINGS LTD3.3K sharesnew addition2025-09-302025-11-03 AMAT APPLIED MATLS INC992 sharesnew addition2025-09-302025-11-03 GLD SPDR GOLD TR565 sharesnew addition2025-09-302025-11-03 ETV EATON VANCE TAX-MANAGED BUY-11.9K shares3.57%2025-09-302025-11-03 NCA NUVEEN CALIFORNIA MUNI VLU F13.2K shares0.00%2025-09-302025-11-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available