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LARRY BROXTERMAN

@Ifs Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$127.225MTotal holdings188
Assets growth rate0.75%Assets growth rate (2-Q avg)3.63%Continuous growth in asset value7 quarters

Portfolio positions

This chart displays the top 10 holdings in Ifs Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 188 positions.

Assets under management

The assets under management (AUM) of Ifs Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 127.225M in assets, with a quarterly growth rate of 0.75% and a 2-quarter average growth rate of 3.63%. The portfolio is managed by LARRY BROXTERMAN, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Increased 67.04%
0.39%
$484,556
1,069 shares@ $453.28 avg price
EPSWisdomtree U.s. Largecap Fund
Recent Activity
0.25%
$309,754
5,063 shares@ $61.18 avg price
ADPAutomatic Data Processing Inc Com
Recent Activity
0.21%
$260,822
891 shares@ $292.73 avg price
XOMExxon Mobil Corp Com
Recent Activity
Increased 1571.64%
0.2%
$253,542
2,357 shares@ $107.57 avg price
IWFIshares Russell 1000 Growth Etf
Recent Activity
Decreased -4.68%
0.2%
$253,396
631 shares@ $401.58 avg price
QQQInvesco Qqq Trust Series I
Recent Activity
0.17%
$211,649
414 shares@ $511.23 avg price
DIASpdr Dow Jones Industrial Average Etf Trust
Recent Activity
0.17%
$208,920
491 shares@ $425.5 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Decreased -2.5%
0.14%
$168,108
312 shares@ $538.81 avg price
VVisa Inc Com Cl A
Recent Activity
0.14%
$166,869
528 shares@ $316.04 avg price
TSLATesla Inc Com
Recent Activity
0.12%
$150,632
373 shares@ $403.84 avg price