Investor's Fiduciary Advisor Network, LLC
Net seller this quarter
$294M
127
-$24M
25.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $13.3M | 4.53% | 0.00% | -20.1% | Q4 2024 |
 MSFT | $12M | 4.06% | 0.00% | -6.8% | Q4 2024 |
 QQQ | $10.8M | 3.67% | Not reported | -12.4% | Q4 2024 |
 CAT | $10M | 3.39% | 0.00% | -1.7% | Q4 2024 |
 AMZN | $6.58M | 2.23% | 0.00% | -1.9% | Q4 2024 |
 VYM | $5.43M | 1.84% | Not reported | -3.2% | Q4 2024 |
 BRK.B | $5.07M | 1.72% | Not reported | -5.7% | Q3 2025 |
 NVDA | $4.55M | 1.54% | 0.00% | -5.4% | Q4 2024 |
 O | $4.2M | 1.43% | 0.01% | -12.6% | Q4 2024 |
 MRK | $4.03M | 1.37% | 0.00% | -5.1% | Q4 2024 |
 V | $3.09M | 1.05% | 0.00% | -9.2% | Q4 2024 |
 AVGO | $2.74M | 0.93% | 0.00% | -26.7% | Q4 2024 |
 GOOG | $2.65M | 0.90% | Not reported | -27.2% | Q4 2024 |
 ENSG | $2.64M | 0.90% | 0.03% | -0.2% | Q4 2024 |
 AMD | $2.6M | 0.88% | 0.00% | -25.8% | Q4 2024 |
 EMXC | $2.52M | 0.86% | Not reported | +3.1% | Q4 2024 |
 INTC | $2.44M | 0.83% | 0.00% | -6.3% | Q4 2024 |
| GOOGL | $2.31M | 0.79% | 0.00% | +4.8% | Q4 2024 |
 NNN | $2.2M | 0.75% | 0.02% | -18.9% | Q4 2024 |
 COST | $2.07M | 0.70% | 0.00% | -6.2% | Q4 2024 |
 IRM | $2.06M | 0.70% | 0.01% | -21.1% | Q4 2024 |
 CSCO | $2.05M | 0.70% | 0.00% | -6.0% | Q4 2024 |
 CVX | $2.05M | 0.69% | 0.00% | -7.2% | Q4 2024 |
 DE | $2.04M | 0.69% | 0.00% | -0.2% | Q4 2024 |
 LLY | $2.03M | 0.69% | 0.00% | -4.8% | Q4 2024 |
 NOBL | $2.02M | 0.69% | Not reported | -3.8% | Q4 2024 |
 JNJ | $1.71M | 0.58% | 0.00% | -6.3% | Q4 2024 |
 XOM | $1.69M | 0.57% | 0.00% | -3.1% | Q4 2024 |
 SPTS | $1.62M | 0.55% | Not reported | -6.6% | Q2 2025 |
 SO | $1.38M | 0.47% | 0.00% | -17.1% | Q4 2024 |
 FVD | $1.28M | 0.43% | Not reported | -6.8% | Q4 2024 |
 EPD | $1.21M | 0.41% | 0.00% | -3.4% | Q4 2024 |
 PG | $1.18M | 0.40% | 0.00% | -2.0% | Q4 2024 |
 HD | $1.17M | 0.40% | 0.00% | -9.3% | Q4 2024 |
 MS | $1.05M | 0.36% | 0.00% | +0.8% | Q4 2024 |
 WMT | $1.04M | 0.35% | 0.00% | -3.1% | Q4 2024 |
 CHD | $1.01M | 0.34% | 0.00% | -0.6% | Q1 2026 |
 DHR | $987K | 0.34% | 0.00% | +10.1% | Q4 2024 |
 BX | $954K | 0.32% | 0.00% | +3.3% | Q4 2024 |
 BIPC | $947K | 0.32% | 0.04% | -3.8% | Q4 2024 |
 VZ | $931K | 0.32% | 0.00% | -12.8% | Q4 2024 |
 LMT | $902K | 0.31% | 0.00% | +7.1% | Q4 2024 |
 GLW | $892K | 0.30% | 0.00% | -14.2% | Q2 2025 |
 WM | $876K | 0.30% | 0.00% | -0.2% | Q4 2024 |
 TSLA | $871K | 0.30% | 0.00% | -4.9% | Q4 2024 |
 ABBV | $863K | 0.29% | 0.00% | -5.7% | Q4 2024 |
 AMGN | $810K | 0.28% | 0.00% | -11.5% | Q4 2024 |
 PFE | $805K | 0.27% | 0.00% | -22.2% | Q4 2024 |
 LRCX | $789K | 0.27% | 0.00% | -13.3% | Q2 2025 |
 UNP | $787K | 0.27% | 0.00% | -1.2% | Q4 2024 |
| Q1 2026 | |||||
| AAPL | $14.7M | 4.49% | 0.00% | Not reported | Q4 2024 |
| MSFT | $12.7M | 3.90% | 0.00% | Not reported | Q4 2024 |
| QQQ | $9.67M | 2.96% | Not reported | Not reported | Q4 2024 |
| CAT | $6.76M | 2.07% | 0.00% | Not reported | Q4 2024 |
| AMZN | $5.86M | 1.80% | 0.00% | Not reported | Q4 2024 |
| VYM | $5.26M | 1.61% | Not reported | Not reported | Q4 2024 |
| BRK.B | $5.14M | 1.58% | Not reported | Not reported | Q3 2025 |
| O | $4.74M | 1.45% | 0.01% | Not reported | Q4 2024 |
| NVDA | $4.19M | 1.28% | 0.00% | Not reported | Q4 2024 |
| MRK | $3.97M | 1.22% | 0.00% | Not reported | Q4 2024 |
| ENSG | $3.33M | 1.02% | 0.03% | Not reported | Q4 2024 |
| AVGO | $3.07M | 0.94% | 0.00% | Not reported | Q4 2024 |
| V | $2.99M | 0.92% | 0.00% | Not reported | Q4 2024 |
| GOOG | $2.96M | 0.91% | Not reported | Not reported | Q4 2024 |
| CVX | $2.75M | 0.84% | 0.00% | Not reported | Q4 2024 |
| NNN | $2.45M | 0.75% | 0.03% | Not reported | Q4 2024 |
| COST | $2.35M | 0.72% | 0.00% | Not reported | Q4 2024 |
| XOM | $2.16M | 0.66% | 0.00% | Not reported | Q4 2024 |
| IRM | $2.11M | 0.65% | 0.01% | Not reported | Q4 2024 |
| NOBL | $1.98M | 0.61% | Not reported | Not reported | Q4 2024 |
| EMXC | $1.88M | 0.58% | Not reported | Not reported | Q4 2024 |
| DE | $1.81M | 0.56% | 0.00% | Not reported | Q4 2024 |
| GOOGL | $1.78M | 0.54% | 0.00% | Not reported | Q4 2024 |
| JNJ | $1.75M | 0.54% | 0.00% | Not reported | Q4 2024 |
| SPTS | $1.74M | 0.53% | Not reported | Not reported | Q2 2025 |
| SO | $1.68M | 0.51% | 0.00% | Not reported | Q4 2024 |
| LLY | $1.63M | 0.50% | 0.00% | Not reported | Q4 2024 |
| CSCO | $1.44M | 0.44% | 0.00% | Not reported | Q4 2024 |
| FVD | $1.34M | 0.41% | Not reported | Not reported | Q4 2024 |
 JPM | $1.3M | 0.40% | 0.00% | Not reported | Q4 2024 |
| EPD | $1.29M | 0.40% | 0.00% | Not reported | Q4 2024 |
| VZ | $1.27M | 0.39% | 0.00% | Not reported | Q4 2024 |
| AMD | $1.23M | 0.38% | 0.00% | Not reported | Q4 2024 |
| PFE | $1.21M | 0.37% | 0.00% | Not reported | Q4 2024 |
| HD | $1.2M | 0.37% | 0.00% | Not reported | Q4 2024 |
| PG | $1.19M | 0.36% | 0.00% | Not reported | Q4 2024 |
| WMT | $1.18M | 0.36% | 0.00% | Not reported | Q4 2024 |
 SCHW | $1.01M | 0.31% | 0.00% | Not reported | Q4 2024 |
| BIPC | $1.01M | 0.31% | 0.04% | Not reported | Q4 2024 |
| LMT | $999K | 0.31% | 0.00% | Not reported | Q4 2024 |
| CHD | $980K | 0.30% | 0.00% | New | Q1 2026 |
| WM | $905K | 0.28% | 0.00% | Not reported | Q4 2024 |
| BX | $902K | 0.28% | 0.00% | Not reported | Q4 2024 |
| DHR | $891K | 0.27% | 0.00% | Not reported | Q4 2024 |
| AMGN | $889K | 0.27% | 0.00% | Not reported | Q4 2024 |
| SPY | $877K | 0.27% | Not reported | Not reported | Q4 2024 |
 UPS | $863K | 0.26% | 0.00% | Not reported | Q4 2024 |
 META | $849K | 0.26% | Not reported | Not reported | Q4 2024 |
 PEP | $829K | 0.25% | 0.00% | Not reported | Q4 2024 |
| INTC | $821K | 0.25% | 0.00% | Not reported | Q4 2024 |
| Q3 2025 | |||||
| MSFT | $18.4M | 6.24% | 0.00% | -0.9% | Q4 2024 |
| AAPL | $15.2M | 5.14% | 0.00% | -0.6% | Q4 2024 |
| QQQ | $10.6M | 3.60% | Not reported | -0.9% | Q4 2024 |
| AMZN | $6.17M | 2.09% | 0.00% | -0.6% | Q4 2024 |
| O | $5.2M | 1.76% | 0.01% | +0.4% | Q4 2024 |
| VYM | $5.07M | 1.72% | Not reported | -1.3% | Q4 2024 |
| CAT | $4.85M | 1.64% | 0.00% | -0.5% | Q4 2024 |
| BRK.B | $4.72M | 1.60% | Not reported | New | Q3 2025 |
| AVGO | $3.7M | 1.25% | 0.00% | -15.5% | Q4 2024 |
| V | $3.49M | 1.18% | 0.00% | -3.4% | Q4 2024 |
| NVDA | $3.25M | 1.10% | 0.00% | -11.2% | Q4 2024 |
| ENSG | $2.97M | 1.01% | 0.03% | -0.1% | Q4 2024 |
| NNN | $2.83M | 0.96% | 0.04% | +0.1% | Q4 2024 |
| MRK | $2.76M | 0.93% | 0.00% | -0.7% | Q4 2024 |
| GOOG | $2.59M | 0.88% | Not reported | -3.2% | Q4 2024 |
| IRM | $2.49M | 0.84% | 0.01% | -18.8% | Q4 2024 |
| CVX | $2.45M | 0.83% | 0.00% | +9.1% | Q4 2024 |
| NOBL | $2.12M | 0.72% | Not reported | -3.9% | Q4 2024 |
| COST | $1.96M | 0.66% | 0.00% | +1.7% | Q4 2024 |
| LLY | $1.7M | 0.58% | 0.00% | Not reported | Q4 2024 |
| DE | $1.53M | 0.52% | 0.00% | -0.3% | Q4 2024 |
| XOM | $1.52M | 0.52% | 0.00% | -0.3% | Q4 2024 |
| SO | $1.46M | 0.50% | 0.00% | -1.1% | Q4 2024 |
| EMXC | $1.42M | 0.48% | Not reported | +11.7% | Q4 2024 |
| FVD | $1.38M | 0.47% | Not reported | -2.3% | Q4 2024 |
| VZ | $1.34M | 0.45% | 0.00% | +50.5% | Q4 2024 |
| HD | $1.34M | 0.45% | 0.00% | -2.2% | Q4 2024 |
| JNJ | $1.28M | 0.43% | 0.00% | +0.8% | Q4 2024 |
| SPTS | $1.28M | 0.43% | Not reported | +13.1% | Q2 2025 |
| PFE | $1.27M | 0.43% | 0.00% | +4.3% | Q4 2024 |
| PG | $1.23M | 0.42% | 0.00% | -1.2% | Q4 2024 |
| BX | $1.22M | 0.41% | 0.00% | -3.5% | Q4 2024 |
| CSCO | $1.22M | 0.41% | 0.00% | -0.5% | Q4 2024 |
| AMD | $1.19M | 0.40% | 0.00% | -0.2% | Q4 2024 |
| BIPC | $1.19M | 0.40% | 0.04% | -3.3% | Q4 2024 |
| JPM | $1.11M | 0.38% | 0.00% | Not reported | Q4 2024 |
| SPY | $1.11M | 0.37% | Not reported | +0.1% | Q4 2024 |
| SCHW | $1.1M | 0.37% | 0.00% | -4.4% | Q4 2024 |
| GOOGL | $1.09M | 0.37% | 0.00% | +1.8% | Q4 2024 |
| EPD | $1.08M | 0.36% | 0.00% | -1.7% | Q4 2024 |
| ABBV | $1.08M | 0.36% | 0.00% | +0.9% | Q4 2024 |
| DHR | $1.01M | 0.34% | 0.00% | -2.2% | Q4 2024 |
| META | $921K | 0.31% | Not reported | -3.8% | Q4 2024 |
 BLK | $904K | 0.31% | 0.00% | Not reported | Q4 2024 |
| WM | $863K | 0.29% | 0.00% | +4.3% | Q4 2024 |
| UPS | $813K | 0.28% | 0.00% | +17.5% | Q4 2024 |
| AMGN | $780K | 0.26% | 0.00% | +0.4% | Q4 2024 |
| MS | $755K | 0.26% | 0.00% | -0.7% | Q4 2024 |
 SHEL | $754K | 0.26% | 0.00% | -7.7% | Q4 2024 |
 WFC | $717K | 0.24% | 0.00% | +0.2% | Q4 2024 |
| Q2 2025 | |||||
| MSFT | $17.8M | 6.63% | 0.00% | +94.3% | Q4 2024 |
| AAPL | $12.3M | 4.57% | 0.00% | +20.8% | Q4 2024 |
| QQQ | $9.85M | 3.66% | Not reported | -0.1% | Q4 2024 |
| AMZN | $6.2M | 2.30% | 0.00% | +17.9% | Q4 2024 |
| O | $4.91M | 1.82% | 0.01% | +1.8% | Q4 2024 |
| VYM | $4.86M | 1.81% | Not reported | +10.2% | Q4 2024 |
| CAT | $3.97M | 1.47% | 0.00% | Not reported | Q4 2024 |
| V | $3.76M | 1.40% | 0.00% | +7.3% | Q4 2024 |
| AVGO | $3.65M | 1.36% | 0.00% | -3.2% | Q4 2024 |
| NVDA | $3.1M | 1.15% | 0.00% | +43.5% | Q4 2024 |
| IRM | $3.08M | 1.14% | 0.01% | -3.0% | Q4 2024 |
| NNN | $2.87M | 1.06% | 0.04% | +3.2% | Q4 2024 |
| ENSG | $2.66M | 0.99% | 0.03% | -4.9% | Q4 2024 |
| MRK | $2.62M | 0.97% | 0.00% | +20.0% | Q4 2024 |
| NOBL | $2.15M | 0.80% | Not reported | -45.9% | Q4 2024 |
| CVX | $2.07M | 0.77% | 0.00% | +216.4% | Q4 2024 |
| COST | $2.06M | 0.77% | 0.00% | +31.6% | Q4 2024 |
| GOOG | $1.95M | 0.72% | Not reported | -28.8% | Q4 2024 |
| LLY | $1.74M | 0.65% | 0.00% | Not reported | Q4 2024 |
| DE | $1.71M | 0.63% | 0.00% | Not reported | Q4 2024 |
| XOM | $1.46M | 0.54% | 0.00% | +109.9% | Q4 2024 |
| SO | $1.43M | 0.53% | 0.00% | -0.8% | Q4 2024 |
| FVD | $1.36M | 0.51% | Not reported | -1.6% | Q4 2024 |
| PG | $1.29M | 0.48% | 0.00% | +503.1% | Q4 2024 |
| CSCO | $1.25M | 0.46% | 0.00% | +288.0% | Q4 2024 |
| BIPC | $1.24M | 0.46% | 0.04% | -0.3% | Q4 2024 |
| HD | $1.24M | 0.46% | 0.00% | +15.6% | Q4 2024 |
| EMXC | $1.19M | 0.44% | Not reported | -28.3% | Q4 2024 |
| PFE | $1.15M | 0.43% | 0.00% | +63.0% | Q4 2024 |
| SPTS | $1.13M | 0.42% | Not reported | New | Q2 2025 |
| BX | $1.11M | 0.41% | 0.00% | +0.5% | Q4 2024 |
| SCHW | $1.1M | 0.41% | 0.00% | -22.2% | Q4 2024 |
| EPD | $1.09M | 0.40% | 0.00% | +0.9% | Q4 2024 |
| AMD | $1.05M | 0.39% | 0.00% | +21.4% | Q4 2024 |
| JNJ | $1.05M | 0.39% | 0.00% | +302.7% | Q4 2024 |
| DHR | $1.03M | 0.38% | 0.00% | +0.1% | Q4 2024 |
| SPY | $1.02M | 0.38% | Not reported | +0.3% | Q4 2024 |
| JPM | $1.02M | 0.38% | 0.00% | +1.9% | Q4 2024 |
| META | $963K | 0.36% | Not reported | -0.1% | Q4 2024 |
| VZ | $877K | 0.33% | 0.00% | Not reported | Q4 2024 |
| WM | $858K | 0.32% | 0.00% | +5.7% | Q4 2024 |
| ABBV | $854K | 0.32% | 0.00% | Not reported | Q4 2024 |
| UPS | $836K | 0.31% | 0.00% | +52.6% | Q4 2024 |
| BLK | $814K | 0.30% | 0.00% | +0.5% | Q4 2024 |
| SHEL | $804K | 0.30% | 0.00% | -1.8% | Q4 2024 |
 NFLX | $783K | 0.29% | 0.00% | Not reported | Q4 2024 |
| GOOGL | $774K | 0.29% | 0.00% | +5.5% | Q4 2024 |
| AMGN | $768K | 0.29% | 0.00% | +17.7% | Q4 2024 |
 KO | $755K | 0.28% | 0.00% | +110.7% | Q4 2024 |
| WFC | $683K | 0.25% | 0.00% | Not reported | Q4 2024 |