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

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NVIDIA CORP

NVDA|67066G104

Shares:13.7K

Value:$1.5M

% of Portfolio:698.5% ($1.5M/$212.0K)

09290C103

Shares:30.1K

Value:$1.5M

% of Portfolio:692.4% ($1.5M/$212.0K)

46641Q159

Shares:31.5K

Value:$1.5M

% of Portfolio:684.8% ($1.5M/$212.0K)

SOUTHERN CO

SO|842587107

Shares:15.7K

Value:$1.4M

% of Portfolio:681.5% ($1.4M/$212.0K)

46434G764

EMXC|46434G764

Shares:26.2K

Value:$1.4M

% of Portfolio:679.6% ($1.4M/$212.0K)

46654Q203

Shares:27.5K

Value:$1.4M

% of Portfolio:671.6% ($1.4M/$212.0K)

808524839

Shares:60.9K

Value:$1.4M

% of Portfolio:665.0% ($1.4M/$212.0K)

464288588

Shares:14.8K

Value:$1.4M

% of Portfolio:655.6% ($1.4M/$212.0K)

33734H106

Shares:30.9K

Value:$1.4M

% of Portfolio:650.4% ($1.4M/$212.0K)

46435G425

ESGU|46435G425

Shares:11.2K

Value:$1.4M

% of Portfolio:644.7% ($1.4M/$212.0K)

92204A504

VHT|92204A504

Shares:5.0K

Value:$1.3M

% of Portfolio:629.7% ($1.3M/$212.0K)

464288877

Shares:21.4K

Value:$1.3M

% of Portfolio:595.7% ($1.3M/$212.0K)

464288885

EFG|464288885

Shares:12.1K

Value:$1.2M

% of Portfolio:572.6% ($1.2M/$212.0K)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:15.4K

Value:$1.2M

% of Portfolio:569.8% ($1.2M/$212.0K)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:34.7K

Value:$1.2M

% of Portfolio:558.9% ($1.2M/$212.0K)

46434V456

Shares:28.7K

Value:$1.1M

% of Portfolio:536.3% ($1.1M/$212.0K)

46434V621

DGRO|46434V621

Shares:18.2K

Value:$1.1M

% of Portfolio:530.1% ($1.1M/$212.0K)

Brookfield Infrastructure Corp

BIPC|11276H106

Shares:30.0K

Value:$1.1M

% of Portfolio:511.7% ($1.1M/$212.0K)

HOME DEPOT, INC.

HD|437076102

Shares:2.9K

Value:$1.1M

% of Portfolio:504.2% ($1.1M/$212.0K)

DANAHER CORP /DE/

DHR|235851102

Shares:5.2K

Value:$1.1M

% of Portfolio:503.7% ($1.1M/$212.0K)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	13.7K	QoQ -25.52% (-4.7K) YoY-	All Managers (Combined)	$1.5M	698.5% ($1.5M/$212.0K)	QoQ -39.89% (-$1) YoY-
(cusip09290C103)✕	30.1K	QoQ -3.08% (-960) YoY-	All Managers (Combined)	$1.5M	692.4% ($1.5M/$212.0K)	QoQ -7.84% (-$0) YoY-
(cusip46641Q159)✕	31.5K	QoQ NEW(+31.5K) YoY-	All Managers (Combined)	$1.5M	684.8% ($1.5M/$212.0K)	QoQ NEW(+$1) YoY-
SOUTHERN CO(SOcusip842587107)	15.7K	QoQ -3.26% (-530) YoY-	All Managers (Combined)	$1.4M	681.5% ($1.4M/$212.0K)	QoQ +8.07% (-$0) YoY-
(EMXCcusip46434G764)	26.2K	QoQ +115.11% (+14.0K) YoY-	All Managers (Combined)	$1.4M	679.6% ($1.4M/$212.0K)	QoQ +113.79% (+$1) YoY-
(cusip46654Q203)✕	27.5K	QoQ +10.76% (+2.7K) YoY-	All Managers (Combined)	$1.4M	671.6% ($1.4M/$212.0K)	QoQ +1.71% (+$0) YoY-
(cusip808524839)✕	60.9K	QoQ +3.87% (+2.3K) YoY-	All Managers (Combined)	$1.4M	665.0% ($1.4M/$212.0K)	QoQ +5.93% (+$0) YoY-
(cusip464288588)✕	14.8K	QoQ -0.07% (-11) YoY-	All Managers (Combined)	$1.4M	655.6% ($1.4M/$212.0K)	QoQ +2.20% (-$0) YoY-
(cusip33734H106)✕	30.9K	QoQ -7.03% (-2.3K) YoY-	All Managers (Combined)	$1.4M	650.4% ($1.4M/$212.0K)	QoQ -5.02% (-$0) YoY-
(ESGUcusip46435G425)	11.2K	QoQ +5.00% (-535) YoY-	All Managers (Combined)	$1.4M	644.7% ($1.4M/$212.0K)	QoQ -0.65% (-$0) YoY-
(VHTcusip92204A504)	5.0K	QoQ +1.44% (+72) YoY-	All Managers (Combined)	$1.3M	629.7% ($1.3M/$212.0K)	QoQ +5.86% (+$0) YoY-
(cusip464288877)✕	21.4K	QoQ -4.88% (-1.1K) YoY-	All Managers (Combined)	$1.3M	595.7% ($1.3M/$212.0K)	QoQ +6.85% (-$0) YoY-
(EFGcusip464288885)	12.1K	QoQ -7.09% (-927) YoY-	All Managers (Combined)	$1.2M	572.6% ($1.2M/$212.0K)	QoQ -4.03% (-$0) YoY-
SCHWAB CHARLES CORP(SCHWcusip808513105)	15.4K	QoQ -6.34% (-1.0K) YoY-	All Managers (Combined)	$1.2M	569.8% ($1.2M/$212.0K)	QoQ -0.90% (-$0) YoY-
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	34.7K	QoQ -5.00% (-1.8K) YoY-	All Managers (Combined)	$1.2M	558.9% ($1.2M/$212.0K)	QoQ +3.40% (-$0) YoY-
(cusip46434V456)✕	28.7K	QoQ +50.75% (+9.7K) YoY-	All Managers (Combined)	$1.1M	536.3% ($1.1M/$212.0K)	QoQ +61.27% (+$0) YoY-
(DGROcusip46434V621)	18.2K	QoQ +5.04% (+874) YoY-	All Managers (Combined)	$1.1M	530.1% ($1.1M/$212.0K)	QoQ +5.73% (+$0) YoY-
Brookfield Infrastructure Corp(BIPCcusip11276H106)	30.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.1M	511.7% ($1.1M/$212.0K)	QoQ -9.50% (-$0) YoY-
HOME DEPOT, INC.(HDcusip437076102)	2.9K	QoQ -16.68% (-584) YoY-	All Managers (Combined)	$1.1M	504.2% ($1.1M/$212.0K)	QoQ -21.45% (-$0) YoY-
DANAHER CORP /DE/(DHRcusip235851102)	5.2K	QoQ -0.09% (-5) YoY-	All Managers (Combined)	$1.1M	503.7% ($1.1M/$212.0K)	QoQ -10.77% (-$0) YoY-