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 8 of 9

Sort by:

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:4.6K

Value:$285.0K

% of Portfolio:134.4% ($285.0K/$212.0K)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.7K

Value:$282.0K

% of Portfolio:133.0% ($282.0K/$212.0K)

Duke Energy CORP

DUK|26441C204

Shares:2.3K

Value:$281.0K

% of Portfolio:132.5% ($281.0K/$212.0K)

SEMPRA

SRE|816851109

Shares:3.9K

Value:$280.0K

% of Portfolio:132.1% ($280.0K/$212.0K)

MCDONALDS CORP

MCD|580135101

Shares:858

Value:$268.0K

% of Portfolio:126.4% ($268.0K/$212.0K)

46138G649

Shares:1.4K

Value:$268.0K

% of Portfolio:126.4% ($268.0K/$212.0K)

UNION PACIFIC CORP

UNP|907818108

Shares:1.1K

Value:$263.0K

% of Portfolio:124.0% ($263.0K/$212.0K)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.1K

Value:$262.0K

% of Portfolio:123.6% ($262.0K/$212.0K)

BOEING CO

BA|097023105

Shares:1.5K

Value:$251.0K

% of Portfolio:118.4% ($251.0K/$212.0K)

464287465

EFA|464287465

Shares:3.1K

Value:$250.0K

% of Portfolio:117.9% ($250.0K/$212.0K)

PINTEREST, INC.

PINS|72352L106

Shares:8.0K

Value:$248.0K

% of Portfolio:117.0% ($248.0K/$212.0K)

464289438

Shares:1.2K

Value:$247.0K

% of Portfolio:116.5% ($247.0K/$212.0K)

97717W307

DLN|97717W307

Shares:3.1K

Value:$244.0K

% of Portfolio:115.1% ($244.0K/$212.0K)

Tesla, Inc.

TSLA|88160R101

Shares:900

Value:$233.0K

% of Portfolio:109.9% ($233.0K/$212.0K)

PEPSICO INC

PEP|713448108

Shares:1.6K

Value:$233.0K

% of Portfolio:109.9% ($233.0K/$212.0K)

922042858

VWO|922042858

Shares:5.1K

Value:$231.0K

% of Portfolio:109.0% ($231.0K/$212.0K)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.3K

Value:$229.0K

% of Portfolio:108.0% ($229.0K/$212.0K)

Western Midstream Partners, LP

WES|958669103

Shares:5.5K

Value:$225.0K

% of Portfolio:106.1% ($225.0K/$212.0K)

921937793

BLV|921937793

Shares:3.1K

Value:$219.0K

% of Portfolio:103.3% ($219.0K/$212.0K)

NIKE, Inc.

NKE|654106103

Shares:3.4K

Value:$214.0K

% of Portfolio:100.9% ($214.0K/$212.0K)

Instrument	Shares		Other Manager	Value	% of Portfolio
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	4.6K	QoQ -74.23% (-13.3K) YoY-	All Managers (Combined)	$285.0K	134.4% ($285.0K/$212.0K)	QoQ -73.18% (-$1) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	1.7K	QoQ -75.00% (-5.1K) YoY-	All Managers (Combined)	$282.0K	133.0% ($282.0K/$212.0K)	QoQ -71.34% (-$1) YoY-
Duke Energy CORP(DUKcusip26441C204)	2.3K	QoQ -19.72% (-567) YoY-	All Managers (Combined)	$281.0K	132.5% ($281.0K/$212.0K)	QoQ -9.06% (-$0) YoY-
SEMPRA(SREcusip816851109)	3.9K	QoQ -23.73% (-1.2K) YoY-	All Managers (Combined)	$280.0K	132.1% ($280.0K/$212.0K)	QoQ -38.05% (-$0) YoY-
MCDONALDS CORP(MCDcusip580135101)	858	QoQ -55.03% (-1.1K) YoY-	All Managers (Combined)	$268.0K	126.4% ($268.0K/$212.0K)	QoQ -51.53% (-$0) YoY-
(cusip46138G649)✕	1.4K	QoQ +10.04% (+127) YoY-	All Managers (Combined)	$268.0K	126.4% ($268.0K/$212.0K)	QoQ +1.13% (+$0) YoY-
UNION PACIFIC CORP(UNPcusip907818108)	1.1K	QoQ -61.85% (-1.8K) YoY-	All Managers (Combined)	$263.0K	124.0% ($263.0K/$212.0K)	QoQ -60.56% (-$0) YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.1K	QoQ -33.41% (-529) YoY-	All Managers (Combined)	$262.0K	123.6% ($262.0K/$212.0K)	QoQ -24.71% (-$0) YoY-
BOEING CO(BAcusip097023105)	1.5K	QoQ -0.80% (-12) YoY-	All Managers (Combined)	$251.0K	118.4% ($251.0K/$212.0K)	QoQ -4.56% (-$0) YoY-
(EFAcusip464287465)	3.1K	QoQ -18.09% (-677) YoY-	All Managers (Combined)	$250.0K	117.9% ($250.0K/$212.0K)	QoQ -11.34% (-$0) YoY-
PINTEREST, INC.(PINScusip72352L106)	8.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$248.0K	117.0% ($248.0K/$212.0K)	QoQ +6.89% (+$0) YoY-
(cusip464289438)✕	1.2K	QoQ -6.83% (-86) YoY-	All Managers (Combined)	$247.0K	116.5% ($247.0K/$212.0K)	QoQ -16.55% (-$0) YoY-
(DLNcusip97717W307)	3.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$244.0K	115.1% ($244.0K/$212.0K)	QoQ +2.09% (+$0) YoY-
Tesla, Inc.(TSLAcusip88160R101)	900	QoQ -17.43% (-190) YoY-	All Managers (Combined)	$233.0K	109.9% ($233.0K/$212.0K)	QoQ -47.04% (-$0) YoY-
PEPSICO INC(PEPcusip713448108)	1.6K	QoQ -70.49% (-3.7K) YoY-	All Managers (Combined)	$233.0K	109.9% ($233.0K/$212.0K)	QoQ -70.94% (-$1) YoY-
(VWOcusip922042858)	5.1K	QoQ +0.92% (+47) YoY-	All Managers (Combined)	$231.0K	109.0% ($231.0K/$212.0K)	QoQ +3.58% (+$0) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	1.3K	QoQ -83.14% (-6.6K) YoY-	All Managers (Combined)	$229.0K	108.0% ($229.0K/$212.0K)	QoQ -82.88% (-$1) YoY-
Western Midstream Partners, LP(WEScusip958669103)	5.5K	QoQ NEW(+5.5K) YoY-	All Managers (Combined)	$225.0K	106.1% ($225.0K/$212.0K)	QoQ NEW(+$0) YoY-
(BLVcusip921937793)	3.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$219.0K	103.3% ($219.0K/$212.0K)	QoQ +3.30% (+$0) YoY-
NIKE, Inc.(NKEcusip654106103)	3.4K	QoQ -33.30% (-1.7K) YoY-	All Managers (Combined)	$214.0K	100.9% ($214.0K/$212.0K)	QoQ -44.12% (-$0) YoY-