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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464288414

MUB|464288414

Shares:9.8K

Value:$1.0M

% of Portfolio:488.6% ($1.0M/$212.0K)

Blackstone Inc.

BX|09260D107

Shares:7.4K

Value:$1.0M

% of Portfolio:486.7% ($1.0M/$212.0K)

46434G863

Shares:29.3K

Value:$1.0M

% of Portfolio:482.0% ($1.0M/$212.0K)

46137V282

Shares:28.4K

Value:$972.0K

% of Portfolio:458.4% ($972.0K/$212.0K)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.7K

Value:$924.0K

% of Portfolio:435.8% ($924.0K/$212.0K)

81369Y209

Shares:5.9K

Value:$860.0K

% of Portfolio:405.6% ($860.0K/$212.0K)

Shell plc

SHEL|780259305

Shares:11.6K

Value:$852.0K

% of Portfolio:401.8% ($852.0K/$212.0K)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:3.5K

Value:$846.0K

% of Portfolio:399.0% ($846.0K/$212.0K)

464287408

IVE|464287408

Shares:4.4K

Value:$844.0K

% of Portfolio:398.1% ($844.0K/$212.0K)

WASTE MANAGEMENT INC

WM|94106L109

Shares:3.5K

Value:$821.0K

% of Portfolio:387.2% ($821.0K/$212.0K)

922908751

VB|922908751

Shares:3.7K

Value:$818.0K

% of Portfolio:385.8% ($818.0K/$212.0K)

464287200

IVV|464287200

Shares:1.4K

Value:$798.0K

% of Portfolio:376.4% ($798.0K/$212.0K)

337345102

Shares:4.5K

Value:$787.0K

% of Portfolio:371.2% ($787.0K/$212.0K)

EXXON MOBIL CORP

XOM|30231G102

Shares:6.4K

Value:$766.0K

% of Portfolio:361.3% ($766.0K/$212.0K)

CHEVRON CORP

CVX|166764100

Shares:4.6K

Value:$764.0K

% of Portfolio:360.3% ($764.0K/$212.0K)

Meta Platforms, Inc.

META|30303M102

Shares:1.3K

Value:$752.0K

% of Portfolio:354.7% ($752.0K/$212.0K)

PFIZER INC

PFE|717081103

Shares:29.2K

Value:$740.0K

% of Portfolio:349.0% ($740.0K/$212.0K)

BlackRock, Inc.

BLK|09290D101

Shares:772

Value:$730.0K

% of Portfolio:344.3% ($730.0K/$212.0K)

AMGEN INC

AMGN|031162100

Shares:2.3K

Value:$728.0K

% of Portfolio:343.4% ($728.0K/$212.0K)

464287721

Shares:4.8K

Value:$681.0K

% of Portfolio:321.2% ($681.0K/$212.0K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(MUBcusip464288414)	9.8K	QoQ +4.98% (+467) YoY-	All Managers (Combined)	$1.0M	488.6% ($1.0M/$212.0K)	QoQ +3.91% (+$0) YoY-
Blackstone Inc.(BXcusip09260D107)	7.4K	QoQ -11.89% (-998) YoY-	All Managers (Combined)	$1.0M	486.7% ($1.0M/$212.0K)	QoQ -28.63% (-$0) YoY-
(cusip46434G863)✕	29.3K	QoQ +4.08% (+1.1K) YoY-	All Managers (Combined)	$1.0M	482.0% ($1.0M/$212.0K)	QoQ +8.95% (+$0) YoY-
(cusip46137V282)✕	28.4K	QoQ +14.80% (+3.7K) YoY-	All Managers (Combined)	$972.0K	458.4% ($972.0K/$212.0K)	QoQ +4.85% (+$0) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.7K	QoQ -5.10% (-89) YoY-	All Managers (Combined)	$924.0K	435.8% ($924.0K/$212.0K)	QoQ -9.41% (-$0) YoY-
(cusip81369Y209)✕	5.9K	QoQ -2.75% (-167) YoY-	All Managers (Combined)	$860.0K	405.6% ($860.0K/$212.0K)	QoQ +3.24% (-$0) YoY-
Shell plc(SHELcusip780259305)	11.6K	QoQ +0.02% (+3) YoY-	All Managers (Combined)	$852.0K	401.8% ($852.0K/$212.0K)	QoQ +17.03% (+$0) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	3.5K	QoQ -8.67% (-328) YoY-	All Managers (Combined)	$846.0K	399.0% ($846.0K/$212.0K)	QoQ -6.51% (-$0) YoY-
(IVEcusip464287408)	4.4K	QoQ -2.99% (-137) YoY-	All Managers (Combined)	$844.0K	398.1% ($844.0K/$212.0K)	QoQ -3.21% (-$0) YoY-
WASTE MANAGEMENT INC(WMcusip94106L109)	3.5K	QoQ -5.36% (-201) YoY-	All Managers (Combined)	$821.0K	387.2% ($821.0K/$212.0K)	QoQ +8.59% (-$0) YoY-
(VBcusip922908751)	3.7K	QoQ -1.65% (-62) YoY-	All Managers (Combined)	$818.0K	385.8% ($818.0K/$212.0K)	QoQ -9.21% (-$0) YoY-
(IVVcusip464287200)	1.4K	QoQ -7.12% (-109) YoY-	All Managers (Combined)	$798.0K	376.4% ($798.0K/$212.0K)	QoQ -11.33% (-$0) YoY-
(cusip337345102)✕	4.5K	QoQ -4.68% (-223) YoY-	All Managers (Combined)	$787.0K	371.2% ($787.0K/$212.0K)	QoQ -12.16% (-$0) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	6.4K	QoQ -56.42% (-8.3K) YoY-	All Managers (Combined)	$766.0K	361.3% ($766.0K/$212.0K)	QoQ -51.82% (-$1) YoY-
CHEVRON CORP(CVXcusip166764100)	4.6K	QoQ -61.57% (-7.3K) YoY-	All Managers (Combined)	$764.0K	360.3% ($764.0K/$212.0K)	QoQ -55.60% (-$1) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	1.3K	QoQ -4.67% (-64) YoY-	All Managers (Combined)	$752.0K	354.7% ($752.0K/$212.0K)	QoQ -6.23% (-$0) YoY-
PFIZER INC(PFEcusip717081103)	29.2K	QoQ +16.52% (+4.1K) YoY-	All Managers (Combined)	$740.0K	349.0% ($740.0K/$212.0K)	QoQ +11.44% (+$0) YoY-
BlackRock, Inc.(BLKcusip09290D101)	772	QoQ -1.02% (-8) YoY-	All Managers (Combined)	$730.0K	344.3% ($730.0K/$212.0K)	QoQ -8.75% (-$0) YoY-
AMGEN INC(AMGNcusip031162100)	2.3K	QoQ -17.08% (-482) YoY-	All Managers (Combined)	$728.0K	343.4% ($728.0K/$212.0K)	QoQ -0.95% (-$0) YoY-
(cusip464287721)✕	4.8K	QoQ -11.09% (-605) YoY-	All Managers (Combined)	$681.0K	321.2% ($681.0K/$212.0K)	QoQ -21.72% (-$0) YoY-