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CIK: 0002053348
Total reported value
$787.6M
$787.6M
143 檔
23.1%
According to the latest 13F quarterly dataset, IFC Advisors LLC managed an equity portfolio of $787.6M at the end of Q4 2024, spanning 143 distinct U.S. exchange-listed positions.
During Q4 2024, IFC Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 12.59% | +0.61% | — | |
| 2 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 9.58% | -0.64% | — | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 8.00% | +0.01% | — | |
| 4 | GENI | Genius Sports Limited | Stock-Other | 4.83% | +0.85% | — | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.58% | — | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.39% | -0.05% | — | |
| 7 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 2.69% | +0.02% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.30% | -0.12% | — | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.09% | +0.02% | — | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.05% | +0.03% | — | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.99% | +0.06% | — | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.81% | -0.02% | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.79% | -0.19% | — | |
| 14 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.44% | +0.12% | — | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.43% | +0.17% | — | |
| 16 | MFDX | Pimco Rafi Dynamic Multi-fac | ETF-Other | 1.14% | -0.08% | — | |
| 17 | OWL | Blue Owl Capital Inc | Stock-Financials | 1.12% | — | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | +0.02% | — | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 0.98% | +0.16% | — | |
| 20 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.98% | -0.05% | — | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.92% | +0.01% | — | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.89% | -0.05% | — | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.88% | +0.03% | NEW | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 0.83% | -0.11% | — | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.79% | +0.05% | — | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.77% | +0.01% | — | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.76% | +0.01% | — | |
| 28 | COP | Conocophillips | Stock-Energy | 0.76% | -0.11% | — | |
| 29 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.68% | -0.04% | — | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | -0.08% | — | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 0.66% | -0.80% | EXIT | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | +0.01% | — | |
| 33 | UYLD | Angel Oak Ultrashort Income | ETF-Other | 0.63% | -0.55% | — | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.08% | — | |
| 35 | AXP | American Express Co | Stock-Financials | 0.59% | — | — | |
| 36 | BX | Blackstone Inc | Stock-Financials | 0.58% | -0.03% | — | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.10% | — | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.55% | -0.03% | — | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.50% | -0.05% | — | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.01% | — | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.49% | -0.11% | — | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.09% | — | |
| 43 | MS | Morgan Stanley | Stock-Financials | 0.47% | +0.03% | — | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.05% | — | |
| 45 | ADI | Analog Devices Inc | Stock-Tech | 0.44% | +0.01% | — | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.41% | +0.01% | — | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.07% | — | |
| 48 | EME | Emcor Group Inc | Stock-Industrials | 0.41% | — | — | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.41% | +0.17% | — | |
| 50 | MSI | Motorola Solutions Inc | Stock-Tech | 0.40% | -0.04% | — |
According to official SEC Form 13F filings, IFC Advisors LLC reported a total U.S. public equity portfolio value of $787.6M across 143 disclosed positions in Q4 2024.
During Q4 2024, IFC Advisors LLC's top holdings by market value included MGK (12.6%)、PREF (9.6%)、VO (8.0%). The largest single position, MGK, represented 12.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MGK, PREF, VO) accounted for 23.1% of total reported equity market value during Q4 2024.
In Q4 2024, IFC Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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