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Investor's Fiduciary Advisor Network, LLC13F | |
| Investor's Fiduciary Advisor Network, LLC | |
| Last update 2025-04-29 | 166 Stocks (7 new) |
| Value $212.00 Mil | Turnover 4 % |
Investor's Fiduciary Advisor N... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD | Schwab US Dividend Equity ETF | 478,996 | 13,390.0 | +1.36% | 6.310 | +0.08% | 0.020 | +8.13% | +1.59% | 71,133.2 | ||
AAPL | Apple Inc | 49,663 | 11,030.0 | -19.30% | 5.200 | -1.14% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
QQQ | INVESCO QQQ Trust | 17,886 | 8,390.0 | -2.84% | 3.960 | -0.10% | 0.000 | +26.41% | +10.07% | 357,846.7 | ||
MSFT | Microsoft Corp | 18,465 | 6,930.0 | -50.37% | 3.270 | -3.02% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 56,444 | 5,180.0 | -4.32% | 2.440 | -0.09% | 0.010 | +1.06% | +2.33% | 41,773.5 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 30,047 | 5,130.0 | +1.19% | 2.420 | +0.03% | 0.010 | +14.50% | +4.25% | 53,100.3 | ||
O | Realty Income Corp | 83,688 | 4,850.0 | +3.78% | 2.290 | +0.08% | 0.010 | +0.24% | +11.95% | 52,234.1 | REITs | |
AMZN | Amazon.com Inc | 23,969 | 4,560.0 | -6.95% | 2.150 | -0.15% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 33,095 | 4,270.0 | -5.52% | 2.010 | -0.09% | 0.010 | +12.64% | +7.58% | 59,244.6 | ||
NOBL |
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
| 39,507 | 4,040.0 | -9.97% | 1.910 | -0.17% | 0.030 | +7.49% | +5.57% | 11,620.9 |
Investor's Fiduciary Advisor Network, LLC's Historical Top Holdings Breakdowns
Investor's Fiduciary Advisor Network, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -3.02% | 375.39 ($407.71) 447.2 | $505.27 | 23.93% | Reduce -50.37% | 18,465 | -18,739 | |
CAT | Caterpillar Inc | 2025-03-31 | Sold Out Sold Out | -1.42% | 326.75 ($356.21) 407.63 | $417.19 | 17.12% | Sold Out | 0 | -10,205 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -1.14% | 209.68 ($231.67) 247.1 | $214.40 | -7.45% | Reduce -19.3% | 49,663 | -11,878 | |
LLY | Eli Lilly and Co | 2025-03-31 | Sold Out Sold Out | -0.95% | 725.72 ($832.09) 929.72 | $776.44 | -6.69% | Sold Out | 0 | -3,216 | |
JPIE | JPMorgan Income ETF | 2025-03-31 | New Buy New Buy | +0.68% | 45.46 ($45.88) 46.18 | $46.20 | 0.70% | New holding | 31,537 | 31,537 | |
DE | Deere & Co | 2025-03-31 | Sold Out Sold Out | -0.54% | 408.57 ($467.8) 509.27 | $505.69 | 8.10% | Sold Out | 0 | -3,319 | |
PG | Procter & Gamble Co | 2025-03-31 | Reduce Reduce | -0.42% | 158.56 ($167.49) 176.26 | $158.32 | -5.47% | Reduce -83.15% | 1,345 | -6,636 | |
CVX | Chevron Corp | 2025-03-31 | Reduce Reduce | -0.41% | 146.71 ($156.54) 167.97 | $150.04 | -4.15% | Reduce -61.57% | 4,567 | -7,318 | |
EMXC |
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
| 2025-03-31 | Add Add | +0.36% | 54.25 ($56.1) 57.64 | $63.70 | 13.55% | Add 115.11% | 26,173 | 14,006 | |
XOM | Exxon Mobil Corp | 2025-03-31 | Reduce Reduce | -0.34% | 105.44 ($110.59) 118.93 | $108.54 | -1.85% | Reduce -56.42% | 6,445 | -8,344 |
Investor's Fiduciary Advisor Network, LLC Total Holding History ($B)
Investor's Fiduciary Advisor Network, LLC's Asset Allocation
Investor's Fiduciary Advisor Network, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Investor's Fiduciary Advisor Network, LLC's Hypothetical Growth since 2025-03-31
Investor's Fiduciary Advisor Network, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Investor's Fiduciary Advisor Network, LLC's Holdings Heat Map
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Investor's Fiduciary Advisor Network, LLC's Holdings Bubble Chart
Investor's Fiduciary Advisor Network, LLC News
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