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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

IFS Advisors, LLC

Quarter ended Q3 2024 · Filed October 15, 2024 · Accession 0001765617-24-000006

Total Value
$126.3M
Positions
158
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (158)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE S&P 500 ETF46428720092,133$53.1M42.09%
2ISHARES 0-3 MONTH TREASURY BOND ETF46436E718197,113$19.9M15.72%
3ISHARES CORE DIVIDEND GROWTH ETF46434V621204,104$12.8M10.13%
4VANGUARD INFORMATION TECHNOLOGY ETF92204A70221,406$12.6M9.94%
5ISHARES CORE S&P MID-CAP ETF464287507114,036$7.1M5.63%
6ISHARES CORE S&P SMALL CAP ETF46428780457,469$6.7M5.32%
7SCHWAB U.S. SMALL-CAP ETF808524607128,785$6.6M5.25%
8VANGUARD MID-CAP ETF9229086299,431$2.5M1.97%
9ISHARES RUSSELL 1000 ETF4642876222,300$723,0970.57%
10APPLE INC COMAAPL1,770$412,5940.33%
11WISDOMTREE U.S. LARGECAP FUNDWT5,063$303,9820.24%
12BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A640$294,5660.23%
13ISHARES RUSSELL 1000 GROWTH ETF464287614662$248,5010.20%
14AUTOMATIC DATA PROCESSING INC COMADP891$246,5660.20%
15SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X109491$207,7510.16%
16INVESCO QQQ TRUST SERIES IIVZ414$202,0600.16%
17VANGUARD S&P 500 ETF922908363320$168,8540.13%
18VISA INC COM CL AV528$145,1730.11%
19NVIDIA CORPORATION COMNVDA905$109,9030.09%
20DEERE & CO COMDE251$104,7490.08%
21INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ1,987$100,4820.08%
22TESLA INC COMTSLA373$97,5870.08%
23PROCTER AND GAMBLE CO COM742718109465$80,6930.06%
24ISHARES RUSSELL 1000 VALUE ETF464287598383$72,6930.06%
25MERCK & CO INC COMMRK597$67,7950.05%
26INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFIVZ4,700$63,1210.05%
27XCEL ENERGY INC COMXELLL956$62,4260.05%
28META PLATFORMS INC CL AMETA107$61,2510.05%
29AMERICAN ELEC PWR CO INC COM025537101571$58,5840.05%
30TEXAS PACIFIC LAND CORPORATION COMTPL66$58,3920.05%
31ISHARES FLOATING RATE BOND ETF46429B6551,000$51,0400.04%
32ISHARES 1-3 YEAR TREASURY BOND ETF464287457600$49,8900.04%
33INTERNATIONAL BUSINESS MACHS COMINTR197$43,5520.03%
34ABBVIE INC COMABBV200$39,4960.03%
35SCHWAB US DIVIDEND EQUITY ETF808524797379$32,0360.03%
36NETFLIX INC COMNFLX43$30,4980.02%
37MICROSOFT CORP COMMSFT65$28,2950.02%
38CAPITOL FED FINL INC COM14057J1014,442$25,9410.02%
39HOME DEPOT INC COMHD63$25,5270.02%
40INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBERINHD650$23,9980.02%
41BROOKFIELD INFRAST PARTNERS LP LP INT UNITG16252101675$23,6520.02%
423M CO COMMMM158$21,5980.02%
43FORD MTR CO COM3453708602,000$21,1200.02%
44UNITEDHEALTH GROUP INC COMUNH33$19,6830.02%
45AT&T INC COMT-PC861$18,9450.02%
46COSTCO WHSL CORP NEW COM22160K10519$16,8430.01%
47TANGER INC COMSKT500$16,5900.01%
48EXXON MOBIL CORP COMXOM141$16,5280.01%
49TRAVELERS COMPANIES INC COMTRV69$16,1540.01%
50PROSHARES SHORT VIX SHORT-TERM FUTURES ETF74347W130299$14,9820.01%
51FEDEX CORP COMFDX54$14,7780.01%
52LYONDELLBASELL INDUSTRIES N V SHS - A -LYB154$14,7680.01%
53VERIZON COMMUNICATIONS INC COMVZ324$14,5740.01%
54ONEOK INC NEW COMOKE155$14,1250.01%
55SPIRIT AEROSYSTEMS HLDGS INC COM CL A848574109420$13,6540.01%
56ADVANCED MICRO DEVICES INC COMAMD80$13,1260.01%
57HEICO CORP NEW COMHEI-A50$13,0740.01%
58TRIMBLE INC COMTRMB200$12,4180.01%
59GLADSTONE LD CORP COM376549101876$12,1760.01%
60PFIZER INC COMPFE416$12,0390.01%
61JOHNSON & JOHNSON COMJNJ72$11,6680.01%
62ALTRIA GROUP INC COMMO227$11,5860.01%
63SONY GROUP CORP SPONSORED ADRSNEJF118$11,3950.01%
64HERSHEY CO COMHSY57$10,9310.01%
65STARBUCKS CORP COMSBUX112$10,9180.01%
66CSX CORP COMCSX315$10,8760.01%
67COCA COLA CO COMKO148$10,6350.01%
68UNITED STATES OIL FUND LPUNTCW150$10,4880.01%
69ARCHER DANIELS MIDLAND CO COMADM175$10,4540.01%
70OREILLY AUTOMOTIVE INC COM67103H1079$10,3640.01%
71ARK INNOVATION ETF00214Q104213$10,1230.01%
72CROWDSTRIKE HLDGS INC CL ACRWD36$10,0960.01%
73REALTY INCOME CORP COMO159$10,0830.01%
74KRAFT HEINZ CO COMKHC285$10,0060.01%
75CYBERARK SOFTWARE LTD SHSM2682V10834$9,9140.01%
76BANK AMERICA CORP COM060505104248$9,8680.01%
77DISNEY WALT CO COM254687106102$9,8110.01%
78PPL CORP COMPPLC288$9,5270.01%
79ISHARES BITCOIN TRUST ETFIBIT260$9,3930.01%
80UNITED PARCEL SERVICE INC CL BUPS65$8,8620.01%
81SOUTHWEST AIRLS CO COM844741108296$8,7700.01%
82BRISTOL-MYERS SQUIBB CO COMCELG-RI167$8,6400.01%
83KKR & CO INC COMKKRT65$8,4870.01%
84LOCKHEED MARTIN CORP COMLMT13$7,5990.01%
85INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETFINHD171$6,7620.01%
86WELLS FARGO CO NEW COM949746101118$6,6650.01%
87SPDR S&P 500 ETF TRUSTSPY11$6,3110.00%
88US BANCORP DEL COM NEWUSB-PS135$6,1730.00%
89COINBASE GLOBAL INC COM CL ACOIN33$5,8790.00%
90UNITED STATES COPPER INDEX FUNDUNTCW200$5,6700.00%
91INTEL CORP COMINTC235$5,5130.00%
92AMERICAN EXPRESS CO COMAXP20$5,4240.00%
93T-MOBILE US INC COMTMUSZ26$5,3650.00%
94MONSTER BEVERAGE CORP NEW COMMNST100$5,2170.00%
95ISHARES 20 YEAR TREASURY BOND ETF46428743250$4,9050.00%
96GLOBAL NET LEASE INC COM NEWGNL-PE534$4,4960.00%
97ALLETE INC COM NEW01852230070$4,4930.00%
98ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRBUDFF61$4,0430.00%
99PAYPAL HLDGS INC COMPYPL50$3,9010.00%
100RTX CORPORATION COMRTX32$3,8770.00%
101CAPITAL ONE FINL CORP COM14040H10525$3,7430.00%
102AMAZON COM INC COMAMZN20$3,7260.00%
103MODERNA INC COMMRNA55$3,6750.00%
104SHAKE SHACK INC CL ASHAK35$3,6120.00%
105ALLY FINL INC COM02005N100100$3,5590.00%
106CHEVRON CORP NEW COMCVX24$3,5340.00%
107DOMINOS PIZZA INC COMDPZ8$3,4410.00%
108BOEING CO COMBA-PA21$3,1920.00%
109TARGET CORP COMTGT20$3,1170.00%
110DARE BIOSCIENCE INC COM NEWDARE950$3,0780.00%
111WP CAREY INC COM92936U10948$2,9900.00%
112METLIFE INC COMMET-PF35$2,8860.00%
113FINANCIAL SELECT SECTOR SPDR FUND81369Y60560$2,7190.00%
114SOLVENTUM CORP COM SHSSOLV39$2,7190.00%
115INNOVATIVE INDL PPTYS INC COMINHD20$2,6920.00%
116NIKE INC CL BNKE28$2,4750.00%
117SYMBOTIC INC CLASS A COMSYM100$2,4390.00%
118WALMART INC COMWMT30$2,4220.00%
119SENTINELONE INC CL AS100$2,3920.00%
120JPMORGAN CHASE & CO. COMVYLD11$2,3340.00%
121OKTA INC CL AOKTA30$2,2300.00%
122PARAMOUNT GLOBAL CLASS B COM92556H206200$2,1240.00%
123ANDERSONS INC COMANDE42$2,1050.00%
124GILEAD SCIENCES INC COMGILD23$1,9790.00%
125PURPLE INNOVATION INC COMPRPL1,921$1,8990.00%
126CISCO SYS INC COMCSCO34$1,8490.00%
127WARNER BROS DISCOVERY INC COM SER AWBD205$1,6910.00%
128PRUDENTIAL FINL INC COMPUKPF12$1,4530.00%
129COMPASS MINERALS INTL INC COMCOMP120$1,4420.00%
130CORNING INC COMGLW30$1,3540.00%
131C3 AI INC CL AAI50$1,2110.00%
132RIVIAN AUTOMOTIVE INC COM CL ARIVN100$1,1220.00%
133ADVISORSHARES PURE US CANNABIS ETF00768Y453155$1,1110.00%
134ORGANON & CO COMMON STOCKOGN58$1,1090.00%
135CARLYLE GROUP INC COMCGABL22$9850.00%
136KYNDRYL HLDGS INC COMMON STOCKKD42$9650.00%
137SALESFORCE INC COMCRM3$8210.00%
138GENERAL MLS INC COM37033410410$7380.00%
139ROBLOX CORP CL ARBLX16$7080.00%
140MGM RESORTS INTERNATIONAL COMMGM18$7030.00%
141PLUG POWER INC COM NEWPLUG300$6780.00%
142ARES CAPITAL CORP COMARCC30$6280.00%
143KRISPY KREME INC COMDNUT56$6010.00%
144VIATRIS INC COMVTRS51$5920.00%
145BRIGHTHOUSE FINL INC COM10922N10313$5850.00%
146CLEAN ENERGY FUELS CORP COMCLNE160$4970.00%
147ALSET INC COMAEI335$4320.00%
148SELECTQUOTE INC COMSLQT185$4010.00%
149NORWEGIAN CRUISE LINE HLDG LTD SHSNCLH19$3890.00%
150VIRGIN GALACTIC HOLDINGS INC COM NEWSPCE50$3050.00%
151LUMEN TECHNOLOGIES INC COMLUMN26$1840.00%
152MACYS INC COM55616P10410$1560.00%
153LI-CYCLE HOLDINGS CORP COM NEW50202P20468$1480.00%
154NET LEASE OFFICE PROPERTIES COMNLOP3$910.00%
155ORION OFFICE REIT INC COMONL15$600.00%
156SCHWAB U.S. BROAD MARKET ETF8085241020$460.00%
157SPIRIT AIRLS INC COM84857710211$260.00%
158JETAI INC COMG6855L10981$80.00%