Investors-Fiduciary-Advisor-Network

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "PINS",
  "BEPC",
  null,
  "ADBE",
  null,
  "ALL",
  "GOOGL",
  "BLK",
  "AVGO",
  "LOW",
  "DUK",
  null,
  null,
  "CLSD",
  null,
  "HD",
  null,
  null,
  null,
  "MCD",
  null,
  "UNP",
  null,
  null,
  "EMXC",
  "MUB",
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ENSG",
  "MSFT",
  "MS",
  null,
  "DLN",
  "BX",
  "EFG",
  null,
  null,
  "VHT",
  "NNN",
  null,
  "PEP",
  "IRM",
  "IEMG",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "AMGN",
  null,
  null,
  "IEFA",
  "SCHX",
  null,
  "SLB",
  "SRE",
  "O",
  "SHEL",
  null,
  null,
  "SPYG",
  null,
  "SPLG",
  "IBM",
  "SYK",
  "SBUX",
  "UPS",
  "VNQ",
  "VO",
  "SCHW",
  "VWO",
  "ETV",
  null,
  null,
  null,
  null,
  null,
  null,
  "VYM",
  "MGC",
  null,
  null,
  "ARE",
  null,
  "AMD",
  "WM",
  "BIPC",
  "VIGI",
  "AMZN",
  null,
  null,
  "IVE",
  null,
  "ESGD",
  null,
  null,
  null,
  "VUG",
  "VFH",
  "VGK",
  "BLV",
  null,
  "BND",
  "VBR",
  "VB",
  null,
  "VTV",
  "V",
  "WMT",
  "WES",
  null,
  "WK",
  "IUSG",
  "SCHD",
  null,
  "SCHA",
  "SO",
  null,
  null,
  null,
  null,
  null,
  "IUSV",
  null,
  null,
  "DGRO",
  null,
  "ESGU",
  null,
  null,
  null,
  "BA",
  "CVX",
  "CSCO",
  "KO",
  "COST",
  "DHR",
  "FANG",
  "EFA",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 166
Total Value: 212021
Accession Number: 0001898296-25-000007
Form Type: 13F-HR
CIK: investors-fiduciary-advisor-network
Manager Name: Investors-Fiduciary-Advisor-Network

Data Enrichment

63% identified

105 identified61 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

166 positions • $212.0K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 9

Sort by:

808524797

SCHD|808524797

Shares:479.0K

Value:$13.4M

% of Portfolio:6316.4% ($13.4M/$212.0K)

Apple Inc.

AAPL|037833100

Shares:49.7K

Value:$11.0M

% of Portfolio:5202.8% ($11.0M/$212.0K)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:17.9K

Value:$8.4M

% of Portfolio:3955.7% ($8.4M/$212.0K)

MICROSOFT CORP

MSFT|594918104

Shares:18.5K

Value:$6.9M

% of Portfolio:3269.0% ($6.9M/$212.0K)

78468R663

Shares:56.4K

Value:$5.2M

% of Portfolio:2441.7% ($5.2M/$212.0K)

46432F339

QUAL|46432F339

Shares:30.0K

Value:$5.1M

% of Portfolio:2421.5% ($5.1M/$212.0K)

REALTY INCOME CORP

O|756109104

Shares:83.7K

Value:$4.9M

% of Portfolio:2289.4% ($4.9M/$212.0K)

AMAZON COM INC

AMZN|023135106

Shares:24.0K

Value:$4.6M

% of Portfolio:2150.7% ($4.6M/$212.0K)

921946406

VYM|921946406

Shares:33.1K

Value:$4.3M

% of Portfolio:2012.5% ($4.3M/$212.0K)

74348A467

Shares:39.5K

Value:$4.0M

% of Portfolio:1903.6% ($4.0M/$212.0K)

46641Q761

Shares:63.1K

Value:$3.6M

% of Portfolio:1680.0% ($3.6M/$212.0K)

VISA INC.

V|92826C839

Shares:9.9K

Value:$3.5M

% of Portfolio:1628.6% ($3.5M/$212.0K)

09290C509

Shares:48.9K

Value:$3.0M

% of Portfolio:1398.0% ($3.0M/$212.0K)

78464A409

SPYG|78464A409

Shares:35.6K

Value:$2.9M

% of Portfolio:1350.8% ($2.9M/$212.0K)

78464A854

SPLG|78464A854

Shares:42.9K

Value:$2.8M

% of Portfolio:1330.1% ($2.8M/$212.0K)

464288570

Shares:27.3K

Value:$2.8M

% of Portfolio:1317.8% ($2.8M/$212.0K)

NNN REIT, INC.

NNN|637417106

Shares:64.3K

Value:$2.7M

% of Portfolio:1293.3% ($2.7M/$212.0K)

IRON MOUNTAIN INC

IRM|46284V101

Shares:30.9K

Value:$2.7M

% of Portfolio:1255.5% ($2.7M/$212.0K)

922908629

VO|922908629

Shares:10.1K

Value:$2.6M

% of Portfolio:1236.2% ($2.6M/$212.0K)

Merck & Co., Inc.

MRK|58933Y105

Shares:27.6K

Value:$2.5M

% of Portfolio:1167.3% ($2.5M/$212.0K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHDcusip808524797)	479.0K	QoQ +1.36% (+6.4K) YoY-	All Managers (Combined)	$13.4M	6316.4% ($13.4M/$212.0K)	QoQ +3.74% (+$0) YoY-
Apple Inc.(AAPLcusip037833100)	49.7K	QoQ -19.30% (-11.9K) YoY-	All Managers (Combined)	$11.0M	5202.8% ($11.0M/$212.0K)	QoQ -28.42% (-$4) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	17.9K	QoQ -2.83% (-522) YoY-	All Managers (Combined)	$8.4M	3955.7% ($8.4M/$212.0K)	QoQ -10.87% (-$1) YoY-
MICROSOFT CORP(MSFTcusip594918104)	18.5K	QoQ -50.36% (-18.7K) YoY-	All Managers (Combined)	$6.9M	3269.0% ($6.9M/$212.0K)	QoQ -55.80% (-$9) YoY-
(cusip78468R663)✕	56.4K	QoQ -4.31% (-2.5K) YoY-	All Managers (Combined)	$5.2M	2441.7% ($5.2M/$212.0K)	QoQ -4.00% (-$0) YoY-
(QUALcusip46432F339)	30.0K	QoQ +1.18% (-353) YoY-	All Managers (Combined)	$5.1M	2421.5% ($5.1M/$212.0K)	QoQ -2.89% (-$0) YoY-
REALTY INCOME CORP(Ocusip756109104)	83.7K	QoQ +3.77% (+3.0K) YoY-	All Managers (Combined)	$4.9M	2289.4% ($4.9M/$212.0K)	QoQ +12.70% (+$1) YoY-
AMAZON COM INC(AMZNcusip023135106)	24.0K	QoQ -6.95% (-1.8K) YoY-	All Managers (Combined)	$4.6M	2150.7% ($4.6M/$212.0K)	QoQ -19.30% (-$1) YoY-
(VYMcusip921946406)	33.1K	QoQ -5.51% (-1.9K) YoY-	All Managers (Combined)	$4.3M	2012.5% ($4.3M/$212.0K)	QoQ -4.52% (-$0) YoY-
(cusip74348A467)✕	39.5K	QoQ -9.96% (-4.4K) YoY-	All Managers (Combined)	$4.0M	1903.6% ($4.0M/$212.0K)	QoQ -7.60% (-$0) YoY-
(cusip46641Q761)✕	63.1K	QoQ +3.03% (+1.9K) YoY-	All Managers (Combined)	$3.6M	1680.0% ($3.6M/$212.0K)	QoQ +1.56% (+$0) YoY-
VISA INC.(Vcusip92826C839)	9.9K	QoQ -15.48% (-1.8K) YoY-	All Managers (Combined)	$3.5M	1628.6% ($3.5M/$212.0K)	QoQ -6.27% (-$0) YoY-
(cusip09290C509)✕	48.9K	QoQ +4.34% (-2.0K) YoY-	All Managers (Combined)	$3.0M	1398.0% ($3.0M/$212.0K)	QoQ -1.26% (-$0) YoY-
(SPYGcusip78464A409)	35.6K	QoQ -6.24% (-2.4K) YoY-	All Managers (Combined)	$2.9M	1350.8% ($2.9M/$212.0K)	QoQ -14.27% (-$0) YoY-
(SPLGcusip78464A854)	42.9K	QoQ -4.15% (-1.9K) YoY-	All Managers (Combined)	$2.8M	1330.1% ($2.8M/$212.0K)	QoQ -8.56% (-$0) YoY-
(cusip464288570)✕	27.3K	QoQ -0.08% (-24) YoY-	All Managers (Combined)	$2.8M	1317.8% ($2.8M/$212.0K)	QoQ -7.20% (-$0) YoY-
NNN REIT, INC.(NNNcusip637417106)	64.3K	QoQ -1.96% (-1.3K) YoY-	All Managers (Combined)	$2.7M	1293.3% ($2.7M/$212.0K)	QoQ +2.35% (-$0) YoY-
IRON MOUNTAIN INC(IRMcusip46284V101)	30.9K	QoQ -10.74% (-3.7K) YoY-	All Managers (Combined)	$2.7M	1255.5% ($2.7M/$212.0K)	QoQ -26.94% (-$1) YoY-
(VOcusip922908629)	10.1K	QoQ -6.26% (-678) YoY-	All Managers (Combined)	$2.6M	1236.2% ($2.6M/$212.0K)	QoQ -8.22% (-$0) YoY-
Merck & Co., Inc.(MRKcusip58933Y105)	27.6K	QoQ -19.24% (-6.6K) YoY-	All Managers (Combined)	$2.5M	1167.3% ($2.5M/$212.0K)	QoQ -27.12% (-$1) YoY-