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CIK: 0001765617
Total reported value
$208.8M
$208.8M
188 檔
50.3%
At the close of Q4 2024, IFS Advisors, LLC disclosed equity holdings valued at approximately $208.8M, spread across 188 reported holdings.
During Q4 2024, IFS Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SGOV, VGT) accounted for 50.3% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 41.72% | +0.72% | -2.14% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 15.47% | -0.70% | -0.48% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 10.02% | +0.01% | -4.23% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 9.84% | -0.01% | -0.03% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.45% | +0.28% | -2.50% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.14% | +0.26% | -1.17% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-Other | 5.12% | +0.38% | +95.62% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.97% | +0.20% | +0.69% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.56% | +0.02% | -3.30% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 0.39% | +0.01% | +12.77% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.01% | +67.03% | |
| 12 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 0.24% | +0.01% | — | |
| 13 | ADP | Automatic Data Processing | Stock-Tech | 0.21% | — | — | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | -0.07% | EXIT | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.20% | +0.01% | -4.68% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | +0.02% | — | |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.16% | — | — | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | — | -2.50% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.13% | — | — | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.12% | +0.01% | — | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | -0.01% | +17.13% | |
| 22 | DE | Deere & Co | Stock-Industrials | 0.08% | +0.01% | — | |
| 23 | PFE | Pfizer Inc | Stock-Healthcare | 0.08% | -0.01% | +787.74% | |
| 24 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.08% | — | — | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.07% | — | +150.00% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.07% | — | +3000.00% | |
| 27 | AEP | American Electric Power | Stock-Utilities | 0.06% | — | +52.54% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.06% | — | +33.50% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.06% | — | — | |
| 30 | XEL | Xcel Energy Inc | Stock-Utilities | 0.06% | — | +20.92% | |
| 31 | T | At&t Inc | Stock-Comm Services | 0.06% | — | +286.64% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.06% | -0.02% | +1625.00% | |
| 33 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.06% | -0.01% | — | |
| 34 | MMM | 3m Co | Stock-Industrials | 0.06% | — | +253.16% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.06% | — | — | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.05% | +0.01% | +158.73% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.05% | -0.01% | — | |
| 38 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.05% | — | — | |
| 39 | PM | Philip Morris International | Stock-Consumer Staples | 0.05% | — | — | |
| 40 | GD | General Dynamics CORP | Stock-Industrials | 0.04% | — | — | |
| 41 | MO | Altria Group Inc | Stock-Consumer Staples | 0.04% | — | +330.40% | |
| 42 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.04% | -0.01% | — | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.04% | -0.01% | — | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.04% | -0.01% | +244.14% | |
| 45 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.03% | — | +359.28% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.03% | +0.01% | — | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.03% | +0.01% | +53.85% | |
| 48 | F | Ford Motor Co | Stock-Consumer Disc | 0.03% | +0.01% | +104.75% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.03% | — | — | |
| 50 | ETR | Entergy CORP | Stock-Utilities | 0.02% | — | — |
According to official SEC Form 13F filings, IFS Advisors, LLC reported a total U.S. public equity portfolio value of $208.8M across 188 disclosed positions in Q4 2024.
During Q4 2024, IFS Advisors, LLC's top holdings by market value included IVV (41.7%)、SGOV (15.5%)、VGT (10.0%). The largest single position, IVV, represented 41.7% of total portfolio value.
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In Q4 2024, IFS 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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