IFC Advisors LLC
- SEC CIK
- 0002053348
- Latest filing
- Aug 5, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only.
- Positions
- 143
- No filing for Q3 2024
- Portfolio value
- $458.7M
- No filing for Q3 2024
IFC Advisors LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSMorgan Stanley | Stock | 16,986 | $2.14M | 0.5% | – | – | History |
| MCDMcDonalds Corp | Stock | 7,672 | $2.22M | 0.5% | – | – | History |
| CVXChevron Corp | Stock | 15,675 | $2.27M | 0.5% | – | – | History |
| HDHome Depot, Inc. | Stock | 5,857 | $2.28M | 0.5% | – | – | History |
| MAMastercard Inc | Stock | 4,342 | $2.29M | 0.5% | – | – | History |
| iShares Select Dividend ETF464287168 | ETF | 19,168 | $2.52M | 0.5% | – | – | – |
| LLYEli Lilly & Co | Stock | 3,415 | $2.64M | 0.6% | – | – | History |
| BXBlackstone Inc. | COM | 15,536 | $2.68M | 0.6% | – | – | History |
| AXPAmerican Express Co | Stock | 9,072 | $2.69M | 0.6% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 5,137 | $2.77M | 0.6% | – | – | – |
| Angel Oak Funds Trust03463K752 | OAK ULTRASHORT | 56,503 | $2.89M | 0.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,944 | $2.90M | 0.6% | – | – | History |
| NEENextera Energy Inc | Stock | 41,961 | $3.01M | 0.7% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 3,356 | $3.08M | 0.7% | – | – | History |
| FCXFreeport-McMoran Inc | Stock | 82,230 | $3.13M | 0.7% | – | – | History |
| COPConocoPhillips | Stock | 35,286 | $3.50M | 0.8% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,737 | $3.51M | 0.8% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 56,357 | $3.51M | 0.8% | – | – | – |
| AVGOBroadcom Inc. | Stock | 15,722 | $3.64M | 0.8% | – | – | History |
| RTXRTX Corp | Stock | 32,880 | $3.80M | 0.8% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 7,968 | $4.03M | 0.9% | – | – | History |
| BRK.ABerkshire Hathaway Inc | CL A | 6 | $4.09M | 0.9% | – | – | History |
| iShares Tr464287622 | RUS 1000 ETF | 13,072 | $4.21M | 0.9% | – | – | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 134,265 | $4.48M | 1.0% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 19,327 | $4.49M | 1.0% | – | – | – |
| NVDANVIDIA Corp | Stock | 35,980 | $4.83M | 1.1% | – | – | History |
| OWLBlue Owl Capital Inc. | COM CL A | 221,233 | $5.15M | 1.1% | – | – | History |
| PIMCO Equity Ser72202L371 | RAFI DYN MULTI | 177,792 | $5.25M | 1.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 34,749 | $6.58M | 1.4% | – | – | History |
| iShares Russell Midcap ETF464287499 | ETF | 74,583 | $6.59M | 1.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 18,131 | $8.22M | 1.8% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 34,703 | $8.32M | 1.8% | – | – | History |
| AMZNAmazon Com Inc | Stock | 41,563 | $9.12M | 2.0% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 32,419 | $9.40M | 2.0% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 16,260 | $9.57M | 2.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 25,029 | $10.5M | 2.3% | – | – | History |
| iShares Tr464288257 | MSCI ACWI ETF | 104,824 | $12.3M | 2.7% | – | – | – |
| AAPLApple Inc. | Stock | 62,028 | $15.5M | 3.4% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 277,638 | $21.0M | 4.6% | – | – | – |
| GENIGenius Sports Ltd | SHARES CL A | 2,561,984 | $22.2M | 4.8% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 138,891 | $36.7M | 8.0% | – | – | – |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 2,362,552 | $44.0M | 9.6% | – | – | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 168,232 | $57.8M | 12.6% | – | – | – |