IFS Advisors, LLC
Top Portfolio Positions
173 positions ·
$5,389,420 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,816 | $460,882 | 8.55% | |
| CAH |
Cardinal Health Inc
Healthcare
|
1,280 | $270,476 | 5.02% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
431 | $248,764 | 4.62% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
491 | $227,426 | 4.22% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
725 | $213,266 | 3.96% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
542 | $201,488 | 3.74% | |
| NVDA |
Nvidia Corp
Technology
|
1,058 | $184,515 | 3.42% | |
| V |
Visa Inc.
Financial Services
|
609 | $184,064 | 3.42% | |
| DE |
Deere & Co
Industrials
|
286 | $161,103 | 2.99% | |
| NEE |
Nextera Energy Inc
Utilities
|
1,725 | $160,218 | 2.97% |
Portfolio Trend
Holdings in SPCE
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 | $421 | 50 | Shares | Sole | 2024-07-29 | |
| 2024-09-30 | $305 | 50 | Shares | Sole | 2024-10-15 | |
| 2024-12-31 | $294 | 50 | Shares | Sole | 2025-01-15 | |
| 2025-03-31 | $151 | 50 | Shares | Sole | 2025-04-10 | |
| 2025-06-30 | $60 | 22 | Shares | Sole | 2025-07-22 | |
| 2025-09-30 | $84 | 22 | Shares | Sole | 2025-10-15 | |
| 2025-12-31 | $70 | 22 | Shares | Sole | 2026-01-09 | |
| 2026-03-31 | $53 | 22 | Shares | Sole | 2026-04-06 | |
| No 13F history on record for this holder in this stock. | ||||||