Sponsored

The Analysis of IFS Group,LLC's Holdings & P&L

Currently, IFS Group,LLC holds 87 types of securities in its portfolio with a total value $72.8M. In the most recent quarter, they have increased their positions in RDVY (+5.3K shares, valued at $426.3K), FTC (+2.1K shares, valued at $415.6K), FDV (+8.6K shares, valued at $268.8K); decreased their positions in QDPL (-127.3K shares, valued at $5.7M), MBB (-13.5K shares, valued at $1.3M), COWZ (-15.3K shares, valued at $951.7K); initiated new positions in FYX (+1.5K shares, valued at $223.1K), LRCX (+500 shares, valued at $216.7K), IWF (+1.7K shares, valued at $214.6K).

1M P&L

-99.1K-0.15%

3M P&L

+430.5K+0.66%

HY P&L

+2.0M+3.20%

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/A36.8M

56.4%

2Internet Content & Information3.4M

5.2%

3Semiconductors3.3M

5.1%

Top Industries by Stock Count

1N/A37 stocks

50.7%

2Internet Content & Information3 stocks

4.1%

3Software - Infrastructure3 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FVD FIRST TR EXCHANGE-TRADED FD81.8K shares0.45%2026-06-302026-07-23

RDVY FIRST TR EXCHANGE TRADED FD47.2K shares12.54%2026-06-302026-07-23

FTC FIRST TR EXCHANGE-TRADED ALP16.6K shares14.89%2026-06-302026-07-23

FTCS FIRST TR EXCHANGE-TRADED FD32.7K shares-6.05%2026-06-302026-07-23

PULS PGIM ETF TR61.1K shares3.26%2026-06-302026-07-23

TPL TEXAS PACIFIC LAND CORPORATI6.4K shares0.00%2026-06-302026-07-23

GOOG ALPHABET INC6.3K shares-4.12%2026-06-302026-07-23

ISHARES TR ISHARES TR20.4K shares-27.17%2026-06-302026-07-23

Sponsored

NVDA NVIDIA CORPORATION10.1K shares-14.24%2026-06-302026-07-23

FDL FIRST TR EXCHANGE-TRADED FD39.8K shares1.22%2026-06-302026-07-23

AAPL APPLE INC5.8K shares-14.09%2026-06-302026-07-23

QQEW FIRST TR EXCHANGE-TRADED FD9.5K shares11.04%2026-06-302026-07-23

GS GOLDMAN SACHS GROUP INC1.5K shares-0.96%2026-06-302026-07-23

MSFT MICROSOFT CORP3.8K shares-15.50%2026-06-302026-07-23

RSP INVESCO EXCHANGE TRADED FD T6.5K shares8.71%2026-06-302026-07-23

GLW CORNING INC5.4K shares-5.31%2026-06-302026-07-23

Sponsored

AMD ADVANCED MICRO DEVICES INC2.2K shares-4.60%2026-06-302026-07-23

FDV FEDERATED HERMES ETF TRUST37.8K shares29.29%2026-06-302026-07-23

LNG CHENIERE ENERGY INC4.5K shares0.00%2026-06-302026-07-23

CVS CVS HEALTH CORP9.6K shares7.03%2026-06-302026-07-23

AMZN AMAZON COM INC4.0K shares12.18%2026-06-302026-07-23

FIXD FIRST TR EXCHNG TRADED FD VI21.8K shares22.37%2026-06-302026-07-23

EXXON MOBIL CORP EXXON MOBIL CORP6.9K shares-13.55%2026-06-302026-07-23

IRDM IRIDIUM COMMUNICATIONS INC16.9K shares-23.45%2026-06-302026-07-23

Sponsored

IJH ISHARES TR12.0K shares17.10%2026-06-302026-07-23

SHY ISHARES TR10.5K shares0.00%2026-06-302026-07-23

JHPI JOHN HANCOCK EXCHANGE TRADED37.5K shares2.74%2026-06-302026-07-23

MTUM ISHARES TR2.4K shares11.72%2026-06-302026-07-23

GOOGL ALPHABET INC2.2K shares-30.51%2026-06-302026-07-23

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.3K shares-11.49%2026-06-302026-07-23

OKTA OKTA INC5.3K shares10.18%2026-06-302026-07-23

GEV GE VERNOVA INC595 shares-12.88%2026-06-302026-07-23

Sponsored

MBB ISHARES TR7.3K shares-64.99%2026-06-302026-07-23

NEM NEWMONT CORP7.2K shares4.66%2026-06-302026-07-23

FV FIRST TR EXCHANGE TRADED FD8.6K shares-1.24%2026-06-302026-07-23

LGOV FIRST TR EXCHANGE-TRADED FD30.4K shares26.68%2026-06-302026-07-23

GE GE AEROSPACE1.7K shares-12.71%2026-06-302026-07-23

FTA FIRST TR EXCHANGE-TRADED ALP6.2K shares-0.34%2026-06-302026-07-23

SDVY FIRST TR EXCHANGE TRADED FD13.5K shares13.70%2026-06-302026-07-23

COWZ PACER FDS TR8.8K shares-63.55%2026-06-302026-07-23

Sponsored

LLY ELI LILLY & CO455 shares-11.99%2026-06-302026-07-23

BA BOEING CO2.4K shares-35.24%2026-06-302026-07-23

FPE FIRST TR EXCH TRADED FD III28.7K shares19.55%2026-06-302026-07-23

VOD VODAFONE GROUP PLC38.0K shares-2.66%2026-06-302026-07-23

JQUA J P MORGAN EXCHANGE TRADED F6.7K shares20.54%2026-06-302026-07-23

PATH UIPATH INC44.1K shares9.49%2026-06-302026-07-23

WY WEYERHAEUSER CO19.9K shares6.32%2026-06-302026-07-23

FEX FIRST TR EXCHANGE-TRADED ALP3.4K shares0.00%2026-06-302026-07-23

Sponsored

QTEC FIRST TR EXCHANGE-TRADED FD1.4K shares1.75%2026-06-302026-07-23

CCJ CAMECO CORP4.6K shares0.00%2026-06-302026-07-23

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD4.6K shares31.49%2026-06-302026-07-23

KNG FIRST TR EXCHANGE-TRADED FD8.6K shares0.95%2026-06-302026-07-23

BROADCOM INC BROADCOM INC1.1K shares-28.90%2026-06-302026-07-23

PPL CORP PPL CORP11.4K shares-23.53%2026-06-302026-07-23

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC3.5K shares-19.78%2026-06-302026-07-23

OXY OCCIDENTAL PETE CORP8.1K shares-1.45%2026-06-302026-07-23

Sponsored

QQQ INVESCO QQQ TR530 shares23.26%2026-06-302026-07-23

PINS PINTEREST INC18.5K shares15.96%2026-06-302026-07-23

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T515 shares41.10%2026-06-302026-07-23

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A790 shares-11.24%2026-06-302026-07-23

META PLATFORMS INC META PLATFORMS INC633 shares29.45%2026-06-302026-07-23

DE DEERE & CO560 shares0.00%2026-06-302026-07-23

SLV ISHARES SILVER TR6.4K shares11.53%2026-06-302026-07-23

PYPL PAYPAL HLDGS INC7.6K shares2.57%2026-06-302026-07-23

Sponsored

AFL AFLAC INC2.7K shares5.44%2026-06-302026-07-23

VISA INC VISA INC915 shares0.44%2026-06-302026-07-23

SPYG SPDR SERIES TRUST2.6K shares-34.85%2026-06-302026-07-23

PG PROCTER & GAMBLE CO2.1K shares-4.96%2026-06-302026-07-23

FREEPORT MCMORAN INC FREEPORT MCMORAN INC4.7K shares-1.02%2026-06-302026-07-23

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC682 shares-16.52%2026-06-302026-07-23

QDPL PACER FDS TR6.2K shares-95.38%2026-06-302026-07-23

SOFI SOFI TECHNOLOGIES INC15.3K shares2.37%2026-06-302026-07-23

Sponsored

XLE SELECT SECTOR SPDR TR4.9K shares-3.92%2026-06-302026-07-23

HYBB ISHARES TR5.5K shares22.49%2026-06-302026-07-23

FGD FIRST TR EXCHANGE-TRADED FD8.0K shares0.03%2026-06-302026-07-23

CEG CONSTELLATION ENERGY CORP1.0K shares5.32%2026-06-302026-07-23

HD HOME DEPOT INC688 shares-24.89%2026-06-302026-07-23

TDIV FIRST TR EXCHANGE TRADED FD2.1K shares-60.64%2026-06-302026-07-23

FYX FIRST TR EXCHANGE-TRADED ALP1.5K sharesnew addition2026-06-302026-07-23

LRCX LAM RESEARCH CORP500 sharesnew addition2026-06-302026-07-23

Sponsored

EXC EXELON CORP4.6K shares0.00%2026-06-302026-07-23

MGK VANGUARD WORLD FD2.5K shares308.33%2026-06-302026-07-23

IWF ISHARES TR1.7K sharesnew addition2026-06-302026-07-23

IDA IDACORP INC1.4K shares0.00%2026-06-302026-07-23

CLOUDFLARE INC CLOUDFLARE INC860 sharesnew addition2026-06-302026-07-23

FTSM FIRST TR EXCHANGE-TRADED FD3.5K shares0.09%2026-06-302026-07-23

SMR NUSCALE PWR CORP19.7K shares0.00%2026-06-302026-07-23

FVD

FIRST TR EXCHANGE-TRADED FD

0.45%

Shares81.8K

Event2026-06-30

Filed2026-07-23

RDVY

FIRST TR EXCHANGE TRADED FD

12.54%

Shares47.2K

Event2026-06-30

Filed2026-07-23

FTC

FIRST TR EXCHANGE-TRADED ALP

14.89%

Shares16.6K

Event2026-06-30

Filed2026-07-23

FTCS

FIRST TR EXCHANGE-TRADED FD

-6.05%

Shares32.7K

Event2026-06-30

Filed2026-07-23

PULS

PGIM ETF TR

3.26%

Shares61.1K

Event2026-06-30

Filed2026-07-23

TPL

TEXAS PACIFIC LAND CORPORATI

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-23

GOOG

ALPHABET INC

-4.12%

Shares6.3K

Event2026-06-30

Filed2026-07-23

ISHARES TR

-27.17%

Shares20.4K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORPORATION

-14.24%

Shares10.1K

Event2026-06-30

Filed2026-07-23

FDL

FIRST TR EXCHANGE-TRADED FD

1.22%

Shares39.8K

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INC

-14.09%

Shares5.8K

Event2026-06-30

Filed2026-07-23

QQEW

FIRST TR EXCHANGE-TRADED FD

11.04%

Shares9.5K

Event2026-06-30

Filed2026-07-23

GOLDMAN SACHS GROUP INC

-0.96%

Shares1.5K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

-15.50%

Shares3.8K

Event2026-06-30

Filed2026-07-23

RSP

INVESCO EXCHANGE TRADED FD T

8.71%

Shares6.5K

Event2026-06-30

Filed2026-07-23

GLW

CORNING INC

-5.31%

Shares5.4K

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEVICES INC

-4.60%

Shares2.2K

Event2026-06-30

Filed2026-07-23

FDV

FEDERATED HERMES ETF TRUST

29.29%

Shares37.8K

Event2026-06-30

Filed2026-07-23

LNG

CHENIERE ENERGY INC

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-23

CVS

CVS HEALTH CORP

7.03%

Shares9.6K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

12.18%

Shares4.0K

Event2026-06-30

Filed2026-07-23

FIXD

FIRST TR EXCHNG TRADED FD VI

22.37%

Shares21.8K

Event2026-06-30

Filed2026-07-23

EXXON MOBIL CORP

-13.55%

Shares6.9K

Event2026-06-30

Filed2026-07-23

IRDM

IRIDIUM COMMUNICATIONS INC

-23.45%

Shares16.9K

Event2026-06-30

Filed2026-07-23

IJH

ISHARES TR

17.10%

Shares12.0K

Event2026-06-30

Filed2026-07-23

SHY

ISHARES TR

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-23

JHPI

JOHN HANCOCK EXCHANGE TRADED

2.74%

Shares37.5K

Event2026-06-30

Filed2026-07-23

MTUM

ISHARES TR

11.72%

Shares2.4K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

-30.51%

Shares2.2K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO

-11.49%

Shares2.3K

Event2026-06-30

Filed2026-07-23

OKTA

OKTA INC

10.18%

Shares5.3K

Event2026-06-30

Filed2026-07-23

GEV

GE VERNOVA INC

-12.88%

Shares595

Event2026-06-30

Filed2026-07-23

MBB

ISHARES TR

-64.99%

Shares7.3K

Event2026-06-30

Filed2026-07-23

NEM

NEWMONT CORP

4.66%

Shares7.2K

Event2026-06-30

Filed2026-07-23

FIRST TR EXCHANGE TRADED FD

-1.24%

Shares8.6K

Event2026-06-30

Filed2026-07-23

LGOV

FIRST TR EXCHANGE-TRADED FD

26.68%

Shares30.4K

Event2026-06-30

Filed2026-07-23

GE AEROSPACE

-12.71%

Shares1.7K

Event2026-06-30

Filed2026-07-23

FTA

FIRST TR EXCHANGE-TRADED ALP

-0.34%

Shares6.2K

Event2026-06-30

Filed2026-07-23

SDVY

FIRST TR EXCHANGE TRADED FD

13.70%

Shares13.5K

Event2026-06-30

Filed2026-07-23

COWZ

PACER FDS TR

-63.55%

Shares8.8K

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO

-11.99%

Shares455

Event2026-06-30

Filed2026-07-23

BOEING CO

-35.24%

Shares2.4K

Event2026-06-30

Filed2026-07-23

FPE

FIRST TR EXCH TRADED FD III

19.55%

Shares28.7K

Event2026-06-30

Filed2026-07-23

VOD

VODAFONE GROUP PLC

-2.66%

Shares38.0K

Event2026-06-30

Filed2026-07-23

JQUA

J P MORGAN EXCHANGE TRADED F

20.54%

Shares6.7K

Event2026-06-30

Filed2026-07-23

PATH

UIPATH INC

9.49%

Shares44.1K

Event2026-06-30

Filed2026-07-23

WEYERHAEUSER CO

6.32%

Shares19.9K

Event2026-06-30

Filed2026-07-23

FEX

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-23

QTEC

FIRST TR EXCHANGE-TRADED FD

1.75%

Shares1.4K

Event2026-06-30

Filed2026-07-23

CCJ

CAMECO CORP

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-23

ALIBABA GROUP HLDG LTD

31.49%

Shares4.6K

Event2026-06-30

Filed2026-07-23

KNG

FIRST TR EXCHANGE-TRADED FD

0.95%

Shares8.6K

Event2026-06-30

Filed2026-07-23

BROADCOM INC

-28.90%

Shares1.1K

Event2026-06-30

Filed2026-07-23

PPL CORP

-23.53%

Shares11.4K

Event2026-06-30

Filed2026-07-23

PALANTIR TECHNOLOGIES INC

-19.78%

Shares3.5K

Event2026-06-30

Filed2026-07-23

OXY

OCCIDENTAL PETE CORP

-1.45%

Shares8.1K

Event2026-06-30

Filed2026-07-23

QQQ

INVESCO QQQ TR

23.26%

Shares530

Event2026-06-30

Filed2026-07-23

PINS

PINTEREST INC

15.96%

Shares18.5K

Event2026-06-30

Filed2026-07-23

STATE STR SPDR S&P 500 ETF T

41.10%

Shares515

Event2026-06-30

Filed2026-07-23

SPOTIFY TECHNOLOGY S A

-11.24%

Shares790

Event2026-06-30

Filed2026-07-23

META PLATFORMS INC

29.45%

Shares633

Event2026-06-30

Filed2026-07-23

DEERE & CO

0.00%

Shares560

Event2026-06-30

Filed2026-07-23

SLV

ISHARES SILVER TR

11.53%

Shares6.4K

Event2026-06-30

Filed2026-07-23

PYPL

PAYPAL HLDGS INC

2.57%

Shares7.6K

Event2026-06-30

Filed2026-07-23

AFL

AFLAC INC

5.44%

Shares2.7K

Event2026-06-30

Filed2026-07-23

VISA INC

0.44%

Shares915

Event2026-06-30

Filed2026-07-23

SPYG

SPDR SERIES TRUST

-34.85%

Shares2.6K

Event2026-06-30

Filed2026-07-23

PROCTER & GAMBLE CO

-4.96%

Shares2.1K

Event2026-06-30

Filed2026-07-23

FREEPORT MCMORAN INC

-1.02%

Shares4.7K

Event2026-06-30

Filed2026-07-23

UNITEDHEALTH GROUP INC

-16.52%

Shares682

Event2026-06-30

Filed2026-07-23

QDPL

PACER FDS TR

-95.38%

Shares6.2K

Event2026-06-30

Filed2026-07-23

SOFI

SOFI TECHNOLOGIES INC

2.37%

Shares15.3K

Event2026-06-30

Filed2026-07-23

XLE

SELECT SECTOR SPDR TR

-3.92%

Shares4.9K

Event2026-06-30

Filed2026-07-23

HYBB

ISHARES TR

22.49%

Shares5.5K

Event2026-06-30

Filed2026-07-23

FGD

FIRST TR EXCHANGE-TRADED FD

0.03%

Shares8.0K

Event2026-06-30

Filed2026-07-23

CEG

CONSTELLATION ENERGY CORP

5.32%

Shares1.0K

Event2026-06-30

Filed2026-07-23

HOME DEPOT INC

-24.89%

Shares688

Event2026-06-30

Filed2026-07-23

TDIV

FIRST TR EXCHANGE TRADED FD

-60.64%

Shares2.1K

Event2026-06-30

Filed2026-07-23

FYX

FIRST TR EXCHANGE-TRADED ALP

New

Shares1.5K

Event2026-06-30

Filed2026-07-23

LRCX

LAM RESEARCH CORP

New

Shares500

Event2026-06-30

Filed2026-07-23

EXC

EXELON CORP

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-23

MGK

VANGUARD WORLD FD

308.33%

Shares2.5K

Event2026-06-30

Filed2026-07-23

IWF

ISHARES TR

New

Shares1.7K

Event2026-06-30

Filed2026-07-23

IDA

IDACORP INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

CLOUDFLARE INC

New

Shares860

Event2026-06-30

Filed2026-07-23

FTSM

FIRST TR EXCHANGE-TRADED FD

0.09%

Shares3.5K

Event2026-06-30

Filed2026-07-23

SMR

NUSCALE PWR CORP

0.00%

Shares19.7K

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available