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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STRYKER CORP

SYK|863667101

Shares:1.1K

Value:$396.0K

% of Portfolio:186.8% ($396.0K/$212.0K)

464287663

IUSV|464287663

Shares:4.2K

Value:$391.0K

% of Portfolio:184.4% ($391.0K/$212.0K)

81369Y506

Shares:4.1K

Value:$385.0K

% of Portfolio:181.6% ($385.0K/$212.0K)

46435G516

ESGD|46435G516

Shares:4.5K

Value:$367.0K

% of Portfolio:173.1% ($367.0K/$212.0K)

78468R606

Shares:15.7K

Value:$367.0K

% of Portfolio:173.1% ($367.0K/$212.0K)

COCA COLA CO

KO|191216100

Shares:5.1K

Value:$363.0K

% of Portfolio:171.2% ($363.0K/$212.0K)

464288695

Shares:4.3K

Value:$354.0K

% of Portfolio:167.0% ($354.0K/$212.0K)

922908553

VNQ|922908553

Shares:3.9K

Value:$349.0K

% of Portfolio:164.6% ($349.0K/$212.0K)

74741A106

Shares:20.2K

Value:$346.0K

% of Portfolio:163.2% ($346.0K/$212.0K)

92206C649

Shares:2.6K

Value:$340.0K

% of Portfolio:160.4% ($340.0K/$212.0K)

464288729

Shares:2.3K

Value:$339.0K

% of Portfolio:159.9% ($339.0K/$212.0K)

ADOBE INC.

ADBE|00724F101

Shares:879

Value:$337.0K

% of Portfolio:158.9% ($337.0K/$212.0K)

85207H104

Shares:13.4K

Value:$321.0K

% of Portfolio:151.4% ($321.0K/$212.0K)

33738R704

Shares:4.7K

Value:$317.0K

% of Portfolio:149.5% ($317.0K/$212.0K)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:588

Value:$307.0K

% of Portfolio:144.8% ($307.0K/$212.0K)

92189F171

Shares:12.5K

Value:$300.0K

% of Portfolio:141.5% ($300.0K/$212.0K)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:661

Value:$295.0K

% of Portfolio:139.1% ($295.0K/$212.0K)

97717X131

Shares:8.2K

Value:$290.0K

% of Portfolio:136.8% ($290.0K/$212.0K)

921910873

MGC|921910873

Shares:1.4K

Value:$286.0K

% of Portfolio:134.9% ($286.0K/$212.0K)

464287655

IWM|464287655

Shares:1.4K

Value:$286.0K

% of Portfolio:134.9% ($286.0K/$212.0K)

Instrument	Shares		Other Manager	Value	% of Portfolio
STRYKER CORP(SYKcusip863667101)	1.1K	QoQ -20.62% (-277) YoY-	All Managers (Combined)	$396.0K	186.8% ($396.0K/$212.0K)	QoQ -18.01% (-$0) YoY-
(IUSVcusip464287663)	4.2K	QoQ -8.05% (-372) YoY-	All Managers (Combined)	$391.0K	184.4% ($391.0K/$212.0K)	QoQ -8.43% (-$0) YoY-
(cusip81369Y506)✕	4.1K	QoQ +4.55% (+180) YoY-	All Managers (Combined)	$385.0K	181.6% ($385.0K/$212.0K)	QoQ +13.90% (+$0) YoY-
(ESGDcusip46435G516)	4.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$367.0K	173.1% ($367.0K/$212.0K)	QoQ +7.30% (+$0) YoY-
(cusip78468R606)✕	15.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$367.0K	173.1% ($367.0K/$212.0K)	QoQ -0.27% (-$0) YoY-
COCA COLA CO(KOcusip191216100)	5.1K	QoQ -55.29% (-6.3K) YoY-	All Managers (Combined)	$363.0K	171.2% ($363.0K/$212.0K)	QoQ -48.58% (-$0) YoY-
(cusip464288695)✕	4.3K	QoQ +5.34% (+220) YoY-	All Managers (Combined)	$354.0K	167.0% ($354.0K/$212.0K)	QoQ +10.97% (+$0) YoY-
(VNQcusip922908553)	3.9K	QoQ -3.47% (-139) YoY-	All Managers (Combined)	$349.0K	164.6% ($349.0K/$212.0K)	QoQ -1.96% (-$0) YoY-
(cusip74741A106)✕	20.2K	QoQ -0.06% (-13) YoY-	All Managers (Combined)	$346.0K	163.2% ($346.0K/$212.0K)	QoQ +1.46% (-$0) YoY-
(cusip92206C649)✕	2.6K	QoQ -33.01% (-1.3K) YoY-	All Managers (Combined)	$340.0K	160.4% ($340.0K/$212.0K)	QoQ -38.29% (-$0) YoY-
(cusip464288729)✕	2.3K	QoQ +50.97% (+788) YoY-	All Managers (Combined)	$339.0K	159.9% ($339.0K/$212.0K)	QoQ +55.50% (+$0) YoY-
ADOBE INC.(ADBEcusip00724F101)	879	QoQ -46.13% (-753) YoY-	All Managers (Combined)	$337.0K	158.9% ($337.0K/$212.0K)	QoQ -53.51% (-$0) YoY-
(cusip85207H104)✕	13.4K	QoQ +7.56% (+940) YoY-	All Managers (Combined)	$321.0K	151.4% ($321.0K/$212.0K)	QoQ +28.40% (+$0) YoY-
(cusip33738R704)✕	4.7K	QoQ +13.40% (+550) YoY-	All Managers (Combined)	$317.0K	149.5% ($317.0K/$212.0K)	QoQ +0.31% (+$0) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	588	QoQ -37.84% (-358) YoY-	All Managers (Combined)	$307.0K	144.8% ($307.0K/$212.0K)	QoQ -35.77% (-$0) YoY-
(cusip92189F171)✕	12.5K	QoQ +0.04% (+6) YoY-	All Managers (Combined)	$300.0K	141.5% ($300.0K/$212.0K)	QoQ +1.69% (+$0) YoY-
LOCKHEED MARTIN CORP(LMTcusip539830109)	661	QoQ -9.07% (-66) YoY-	All Managers (Combined)	$295.0K	139.1% ($295.0K/$212.0K)	QoQ -16.43% (-$0) YoY-
(cusip97717X131)✕	8.2K	QoQ NEW(+8.2K) YoY-	All Managers (Combined)	$290.0K	136.8% ($290.0K/$212.0K)	QoQ NEW(+$0) YoY-
(MGCcusip921910873)	1.4K	QoQ -15.08% (-253) YoY-	All Managers (Combined)	$286.0K	134.9% ($286.0K/$212.0K)	QoQ -19.66% (-$0) YoY-
(IWMcusip464287655)	1.4K	QoQ +3.61% (-50) YoY-	All Managers (Combined)	$286.0K	134.9% ($286.0K/$212.0K)	QoQ -6.53% (-$0) YoY-