IFS Advisors, LLC
Top Portfolio Positions
174 positions ·
$5,970,689 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,213 | $581,269 | 9.74% | |
| AAPL |
Apple Inc.
Technology
|
1,816 | $460,882 | 7.72% | |
| CAH |
Cardinal Health Inc
Healthcare
|
1,280 | $270,476 | 4.53% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
431 | $248,764 | 4.17% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
491 | $227,426 | 3.81% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
725 | $213,266 | 3.57% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
542 | $201,488 | 3.37% | |
| NVDA |
Nvidia Corp
Technology
|
1,058 | $184,515 | 3.09% | |
| V |
Visa Inc.
Financial Services
|
609 | $184,064 | 3.08% | |
| DE |
Deere & Co
Industrials
|
286 | $161,103 | 2.70% |
Portfolio Trend
22 quarters · across all stocks
Holdings in UNG
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,820 | 1,775 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $21,761 | 1,775 | Shares | Sole | 2026-01-09 | |
| No 13F history on record for this holder in this stock. | ||||||