IFS Advisors, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), IFS Advisors, LLC reported 188 stock positions worth $127.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 41.7% of the portfolio, followed by iShares 0-3 Month Treasury B (SGOV, 15.5%) and Vanguard Info Tech ETF (VGT, 10.0%). Compared with Q3 2024, it opened 33 new positions, sold out of 3, added to 30 and reduced 11. The biggest buy was Exxon Mobil (XOM, shares +1572%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −2%).

Most Recent 13F
Q2 2026
Location
OVERLAND PARK, KS
CIK
0001765617
Portfolio Value
$127.2M (Q4 2024)
SEC Filing
0001765617-25-000002 ↗ filed Jan 15, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $114.6M Q1 2024 Q2 2024: $118.6M Q2 2024 Q3 2024: $126.3M Q3 2024 Q4 2024: $127.2M $127.2M Q4 2024 Q1 2025: $123.2M Q1 2025 Q2 2025: $132.2M Q2 2025 Q3 2025: $170.9M Q3 2025 Q4 2025: $192.5M Q4 2025 Q1 2026: $194.0M Q1 2026 Q2 2026: $208.8M Q2 2026

Holdings 188 stocks · $127.2M
IVV iShares Core S&P 500 ETF 41.72% 90,159 $53.1M Reduce -2.1%
SGOV iShares 0-3 Month Treasury B 15.47% 196,171 $19.7M Reduce -0.5%
VGT Vanguard Info Tech ETF 10.02% 20,501 $12.7M Reduce -4.2%
DGRO iShares Core Dividend Growth 9.84% 204,037 $12.5M Reduce -0.0%
IJH iShares Core S&P Midcap ETF 5.45% 111,182 $6.9M Reduce -2.5%
IJR iShares Core S&P Small-Cap E 5.14% 56,794 $6.5M Reduce -1.2%
SCHA Schwab US Small-Cap ETF 5.12% 251,924 $6.5M Reduce -2.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.97% 9,496 $2.5M Add +0.7%
IWB iShares Russell 1000 ETF 0.56% 2,224 $716K Reduce -3.3%
AAPL Apple Inc. 0.39% 1,996 $500K Add +12.8%
BRK.B Berkshire Hathaway Inc. Class B 0.38% 1,069 $485K Add +67.0%
EPS Wisdomtree US Large Cap Fund 0.24% 5,063 $310K No change
ADP Automatic Data Processing 0.20% 891 $261K No change
XOM Exxon Mobil Corp. 0.20% 2,357 $254K Add +1571.6%
IWF iShares Russell 1000 Growth 0.20% 631 $253K Reduce -4.7%
QQQ Invesco QQQ Trust Series 1 0.17% 414 $212K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.16% 491 $209K No change
VOO Vanguard S&P 500 ETF 0.13% 312 $168K Reduce -2.5%
V Visa Inc. Class A 0.13% 528 $167K No change
TSLA Tesla Inc. 0.12% 373 $151K No change
NVDA Nvidia Corp. 0.11% 1,060 $142K Add +17.1%
DE Deere & Co. 0.08% 251 $106K No change
PFE Pfizer Inc. 0.08% 3,693 $98K Add +787.7%
SPHD Invesco S&P 500 High Dividen 0.08% 1,987 $96K No change
ABBV Abbvie Inc. 0.07% 500 $89K Add +150.0%
WMT Walmart Inc. 0.07% 930 $84K Add +3000.0%
AEP American Electric Power 0.06% 871 $80K Add +52.5%
MRK Merck & Co. Inc. 0.06% 797 $79K Add +33.5%
PG The Procter & Gamble Co. 0.06% 465 $78K No change
XEL Xcel Energy Inc. 0.06% 1,156 $78K Add +20.9%
T AT&T Inc. 0.06% 3,329 $76K Add +286.6%
AMZN Amazon.com Inc. 0.06% 345 $76K Add +1625.0%
TPL Texas Pacific Land Corp. 0.06% 66 $73K No change
MMM 3M Co. 0.06% 558 $72K Add +253.2%
IWD iShares Russell 1000 Value E 0.06% 383 $71K No change
HD Home Depot Inc. 0.05% 163 $63K Add +158.7%
META Meta Platforms Inc. Class A 0.05% 107 $63K No change
PDBC Invesco Optimum Yield Divers 0.05% 4,700 $61K No change
PM Philip Morris International 0.05% 500 $60K New
GD General Dynamics Corp. 0.04% 200 $53K New
MO Altria Group Inc. 0.04% 977 $51K Add +330.4%
FLOT iShares Floating Rate Bond E 0.04% 1,000 $51K No change
SHY iShares 1-3 Year Treasury Bo 0.04% 600 $49K No change
VZ Verizon Communications Inc. 0.04% 1,115 $45K Add +244.1%
BMY Bristol-Myers Squibb Co. 0.03% 767 $43K Add +359.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 197 $43K No change
MSFT Microsoft Corp. 0.03% 100 $42K Add +53.9%
F Ford Motor Co. filed as FORD MTR CO 0.03% 4,095 $41K Add +104.8%
NFLX Netflix Inc. 0.03% 43 $38K No change
ETR Entergy Corp. 0.02% 400 $30K New
SCHX Schwab US Large-Cap ETF 0.02% 1,306 $30K New
SCHD Schwab US DVD Equity ETF 0.02% 1,078 $29K Reduce -5.2%
UPS United Parcel Service Class B 0.02% 216 $27K Add +232.3%
CFFN Capitol Federal Financial Inc. 0.02% 4,442 $26K No change
JNJ Johnson & Johnson 0.02% 172 $25K Add +138.9%
LOW Lowe's Cos Inc. 0.02% 100 $25K New
DOW Dow Inc. 0.02% 598 $24K New
ABT Abbott Laboratories 0.02% 200 $23K New
DUK Duke Energy Corp. 0.02% 200 $22K New
BIP Brookfield Infrastructure Pa 0.02% 675 $21K No change
KHC The Kraft Heinz Co. 0.02% 685 $21K Add +140.3%
KKR KKR & Co. Inc. 0.01% 119 $18K Add +83.1%
COST Costco Wholesale Corp. 0.01% 19 $17K No change
SKT Tanger Inc. 0.01% 500 $17K No change
UNH Unitedhealth Group Inc. 0.01% 33 $17K No change
TRV The Travelers Cos Inc. 0.01% 69 $17K No change
OKE Oneok Inc. 0.01% 155 $16K No change
KO The Coca-Cola Co. 0.01% 248 $15K Add +67.6%
RTX RTX Corp. 0.01% 132 $15K Add +312.5%
FDX FedEx Corp. 0.01% 54 $15K No change
SVXY Proshares Short Vix St Futur 0.01% 299 $15K No change
SPR Spirit Aerosystems Hold Class A 0.01% 420 $14K No change
TRMB Trimble Inc. 0.01% 200 $14K No change
CVX Chevron Corp. 0.01% 97 $14K Add +304.2%
IBIT iShares Bitcoin Trust ETF 0.01% 260 $14K No change
SONY Sony Group Corp. - SP ADR 0.01% 590 $12K No change
CRWD CrowdStrike Holdings Inc. Class A 0.01% 36 $12K No change
ARKK ARK Innovation ETF 0.01% 213 $12K No change
HEI Heico Corp. 0.01% 50 $12K No change
LYB Lyondellbasell Indu Class A 0.01% 154 $11K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.01% 102 $11K No change
KNTK Kinetik Holdings Inc. 0.01% 200 $11K New
USO United States Oil Fund LP 0.01% 150 $11K No change
CYBR Cyberark Software Ltd./Israel 0.01% 34 $11K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.01% 248 $11K No change
IP International Paper Co. 0.01% 200 $11K New
ORLY O'reilly Automotive Inc. 0.01% 9 $11K No change
SBUX Starbucks Corp. 0.01% 112 $10K No change
CSX CSX Corp. 0.01% 315 $10K No change
LUV Southwest Airlines Co. 0.01% 296 $10K No change
AMD Advanced Micro Devices 0.01% 80 $10K No change
HSY The Hershey Co. 0.01% 57 $10K No change
LAND Gladstone Land Corp. 0.01% 876 $10K No change
SCHQ Schwab Long-Term US Treasury 0.01% 300 $9K New
PPL PPL Corp. 0.01% 288 $9K No change
LPL LG Display Co. Ltd.-ADR 0.01% 3,040 $9K New
SNOW Snowflake Inc. 0.01% 58 $9K New
ADM Archer-Daniels-Midland Co. 0.01% 175 $9K No change
POR Portland General Electric Co. 0.01% 200 $9K New
DELL Dell Technologies -C 0.01% 75 $9K New
O Realty Income Corp. 0.01% 159 $8K No change
WFC Wells Fargo & Co. 0.01% 118 $8K No change
KMI Kinder Morgan Inc. 0.01% 300 $8K New
COIN Coinbase Global Inc. Class A 0.01% 33 $8K No change
CWEN.A Clearway Energy Inc. Class A 0.01% 300 $7K New
RF Regions Financial Corp. 0.01% 300 $7K New
XUSP Innovator Uncapped Acc US Eq 0.01% 171 $7K No change
USB US Bancorp 0.01% 135 $6K No change
CNP Centerpoint Energy Inc. 0.01% 200 $6K New
LMT Lockheed Martin Corp. 0.01% 13 $6K No change
AXP American Express Co. 0.00% 20 $6K No change
TMUS T-Mobile US Inc. 0.00% 26 $6K No change
MNST Monster Beverage Corp. 0.00% 100 $5K No change
CPER United States Copper Index 0.00% 200 $5K No change
INTC Intel Corp. 0.00% 235 $5K No change
SHAK Shake Shack Inc. Class A 0.00% 35 $5K No change
ALE Allete Inc. 0.00% 70 $5K No change
COF Capital One Financial Corp. 0.00% 25 $4K No change
TLT iShares 20+ Year Treasury BD 0.00% 50 $4K No change
PYPL PayPal Holdings Inc. 0.00% 50 $4K No change
ENB Enbridge Inc. 0.00% 100 $4K New
NAVI Navient Corp. 0.00% 300 $4K New
GNL Global Net Lease Inc. 0.00% 534 $4K No change
TRMD Torm PLC-A 0.00% 200 $4K New
AIQ Global X Art Intel & Tech 0.00% 100 $4K New
BA The Boeing Co. 0.00% 21 $4K No change
SPTN Spartannash Co. 0.00% 200 $4K New
ALLY Ally Financial Inc. 0.00% 100 $4K No change
PGX Invesco Preferred ETF 0.00% 300 $3K New
COAL Range Global Coal Index ETF filed as EXCHANGE TRADED CONCEPTS TRU 0.00% 165 $3K New
DPZ Domino's Pizza Inc. 0.00% 8 $3K No change
BUD Anheuser-Busch Inbev-SPN ADR 0.00% 61 $3K No change
OBDC Blue Owl Capital Corp. 0.00% 200 $3K New
DARE Dare Bioscience Inc. 0.00% 950 $3K No change
XLF SS Financial Select Sector 0.00% 60 $3K No change
MET Metlife Inc. 0.00% 35 $3K No change
TGT Target Corp. 0.00% 20 $3K No change
JPM JPMorgan Chase & Co. 0.00% 11 $3K No change
WPC WP Carey Inc. 0.00% 48 $3K No change
SOLV Solventum Corp. 0.00% 39 $3K No change
SYM Symbotic Inc. 0.00% 100 $2K No change
OKTA Okta Inc. 0.00% 30 $2K No change
MRNA Moderna Inc. 0.00% 55 $2K No change
S Sentinelone Inc. Class A 0.00% 100 $2K No change
GILD Gilead Sciences Inc. 0.00% 23 $2K No change
WBD Warner Bros Discovery Inc. 0.00% 205 $2K No change
NKE Nike Inc. Class B 0.00% 28 $2K No change
PARAA Paramount Global Class B 0.00% 200 $2K No change
CSCO Cisco Systems Inc. 0.00% 35 $2K Add +2.9%
EMB iShares JP Morgan Usd Emergi 0.00% 23 $2K New
IWR iShares Russell Mid-Cap ETF 0.00% 22 $2K New
AI C3.AI Inc. Class A 0.00% 50 $2K No change
ANDE The Andersons Inc. 0.00% 42 $2K No change
FXI iShares China Large-Cap ETF 0.00% 55 $2K New
PRPL Purple Innovation Inc. 0.00% 1,921 $1K No change
KD Kyndryl Holdings Inc. 0.00% 42 $1K No change
GLW Corning Inc. 0.00% 30 $1K No change
PRU Prudential Financial Inc. 0.00% 12 $1K No change
CMP Compass Minerals Internation 0.00% 120 $1K No change
IIPR Innovative Industrial Proper 0.00% 20 $1K No change
RIVN Rivian Automotive Inc. Class A 0.00% 100 $1K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.00% 3 $1K New
CG The Carlyle Group Inc. 0.00% 23 $1K Add +4.5%
CRM Salesforce Inc. 0.00% 3 $1K No change
RBLX Roblox Corp. Class A 0.00% 16 $925 No change
OGN Organon & Co. 0.00% 58 $865 No change
GOVX Geovax Labs Inc. 0.00% 300 $741 New
SLQT Selectquote Inc. 0.00% 185 $688 No change
ARCC Ares Capital Corp. 0.00% 30 $656 No change
PLUG Plug Power Inc. 0.00% 300 $639 No change
GIS General Mills Inc. 0.00% 10 $637 No change
VTRS Viatris Inc. 0.00% 51 $634 No change
BHF Brighthouse Financial Inc. 0.00% 13 $624 No change
MGM MGM Resorts International 0.00% 18 $623 No change
MSOS Advisorshares Pure US Cann 0.00% 155 $590 No change
DNUT Krispy Kreme Inc. 0.00% 56 $556 No change
NCLH Norwegian Cruise Line Holdin 0.00% 19 $488 No change
ELDN Eledon Pharmaceuticals Inc. 0.00% 100 $412 New
CLNE Clean Energy Fuels Corp. 0.00% 160 $401 No change
AEI Alset Inc. 0.00% 335 $341 No change
SPCE Virgin Galactic Holdings Inc. 0.00% 50 $294 No change
M Macy's Inc. 0.00% 10 $169 No change
LUMN Lumen Technologies Inc. 0.00% 26 $138 No change
LICYQ Li-Cycle Holdings Corp. 0.00% 68 $121 No change
NLOP Net Lease Office Property 0.00% 3 $93 No change
ONL Orion Properties Inc. filed as ORION OFFICE REIT INC 0.00% 15 $55 No change
SCHB Schwab US Broad Market ETF 0.00% 1 $38 Add +0.0%
SAVEQ Spirit Airlines Inc. 0.00% 11 $3 No change

Portfolio Sells Q3 2024 → Q4 2024
IVV iShares Core S&P 500 ETF Reduce -2.1% 41.72% −0.37
DGRO iShares Core Dividend Growth Reduce -0.0% 9.84% −0.30
SGOV iShares 0-3 Month Treasury B Reduce -0.5% 15.47% −0.25
IJH iShares Core S&P Midcap ETF Reduce -2.5% 5.45% −0.18
IJR iShares Core S&P Small-Cap E Reduce -1.2% 5.14% −0.18
SCHA Schwab US Small-Cap ETF Reduce -2.2% 5.12% −0.13
PNOV Innovator U.S. Equity Power Sold out 0.00% −0.02
IWB iShares Russell 1000 ETF Reduce -3.3% 0.56% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Sold out 0.00% −0.01
SCHD Schwab US DVD Equity ETF Reduce -5.2% 0.02% −0.00
VOO Vanguard S&P 500 ETF Reduce -2.5% 0.13% −0.00
OXBRIDGE ACQUISITION CORP Sold out 0.00% 0.00
IWF iShares Russell 1000 Growth Reduce -4.7% 0.20% +0.00
VGT Vanguard Info Tech ETF Reduce -4.2% 10.02% +0.08

Portfolio Buys Q3 2024 → Q4 2024
XOM Exxon Mobil Corp. Add +1571.6% 0.20% +0.19
BRK.B Berkshire Hathaway Inc. Class B Add +67.0% 0.38% +0.15
PFE Pfizer Inc. Add +787.7% 0.08% +0.07
AAPL Apple Inc. Add +12.8% 0.39% +0.07
WMT Walmart Inc. Add +3000.0% 0.07% +0.06
AMZN Amazon.com Inc. Add +1625.0% 0.06% +0.06
PM Philip Morris International New 0.05% +0.05
T AT&T Inc. Add +286.6% 0.06% +0.04
GD General Dynamics Corp. New 0.04% +0.04
MMM 3M Co. Add +253.2% 0.06% +0.04
ABBV Abbvie Inc. Add +150.0% 0.07% +0.04
MO Altria Group Inc. Add +330.4% 0.04% +0.03
HD Home Depot Inc. Add +158.7% 0.05% +0.03
BMY Bristol-Myers Squibb Co. Add +359.3% 0.03% +0.03
NVDA Nvidia Corp. Add +17.1% 0.11% +0.02
ETR Entergy Corp. New 0.02% +0.02
SCHX Schwab US Large-Cap ETF New 0.02% +0.02
VZ Verizon Communications Inc. Add +244.1% 0.04% +0.02
LOW Lowe's Cos Inc. New 0.02% +0.02
DOW Dow Inc. New 0.02% +0.02
ABT Abbott Laboratories New 0.02% +0.02
DUK Duke Energy Corp. New 0.02% +0.02
AEP American Electric Power Add +52.5% 0.06% +0.02
F Ford Motor Co. Add +104.8% 0.03% +0.02
UPS United Parcel Service Class B Add +232.3% 0.02% +0.01
XEL Xcel Energy Inc. Add +20.9% 0.06% +0.01
MSFT Microsoft Corp. Add +53.9% 0.03% +0.01
JNJ Johnson & Johnson Add +138.9% 0.02% +0.01
KNTK Kinetik Holdings Inc. New 0.01% +0.01
RTX RTX Corp. Add +312.5% 0.01% +0.01
KHC The Kraft Heinz Co. Add +140.3% 0.02% +0.01
MRK Merck & Co. Inc. Add +33.5% 0.06% +0.01
IP International Paper Co. New 0.01% +0.01
CVX Chevron Corp. Add +304.2% 0.01% +0.01
SCHQ Schwab Long-Term US Treasury New 0.01% +0.01
LPL LG Display Co. Ltd.-ADR New 0.01% +0.01
KKR KKR & Co. Inc. Add +83.1% 0.01% +0.01
SNOW Snowflake Inc. New 0.01% +0.01
POR Portland General Electric Co. New 0.01% +0.01
DELL Dell Technologies -C New 0.01% +0.01
KMI Kinder Morgan Inc. New 0.01% +0.01
CWEN.A Clearway Energy Inc. Class A New 0.01% +0.01
RF Regions Financial Corp. New 0.01% +0.01
CNP Centerpoint Energy Inc. New 0.01% +0.01
KO The Coca-Cola Co. Add +67.6% 0.01% +0.00
ENB Enbridge Inc. New 0.00% +0.00
NAVI Navient Corp. New 0.00% +0.00
TRMD Torm PLC-A New 0.00% +0.00
AIQ Global X Art Intel & Tech New 0.00% +0.00
SPTN Spartannash Co. New 0.00% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 219$208.8MIVV, IBDR, DGRO, SGOV, SCHG
Q1 2026 216$194.0MIVV, IBDR, SGOV, DGRO, BSCQ
Q4 2025 193$192.5MIVV, IBDR, SGOV, DGRO, SCHG
Q3 2025 177$170.9MIVV, SGOV, IEFA, DGRO, SCHG
Q2 2025 170$132.2MIVV, SGOV, IEFA, DGRO, SCHG
Q1 2025 199$123.2MIVV, SGOV, DGRO, VGT, IJH
Q4 2024 188$127.2MIVV, SGOV, VGT, DGRO, IJH
Q3 2024 157$126.3MIVV, SGOV, DGRO, VGT, IJH
Q2 2024 155$118.6MIVV, SGOV, VGT, DGRO, IJH
Q1 2024 152$114.6MIVV, SGOV, DGRO, VGT, IJH