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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 Q4 2024 · Filed January 15, 2025 · Accession 0001765617-25-000002

Total Value
$127.2M
Positions
188
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (188)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE S&P 500 ETF46428720090,159$53.1M41.72%
2ISHARES 0-3 MONTH TREASURY BOND ETF46436E718196,171$19.7M15.47%
3VANGUARD INFORMATION TECHNOLOGY ETF92204A70220,501$12.7M10.02%
4ISHARES CORE DIVIDEND GROWTH ETF46434V621204,037$12.5M9.84%
5ISHARES CORE S&P MID-CAP ETF464287507111,182$6.9M5.45%
6ISHARES CORE S&P SMALL CAP ETF46428780456,794$6.5M5.14%
7SCHWAB U.S. SMALL-CAP ETF808524607251,924$6.5M5.12%
8VANGUARD MID-CAP ETF9229086299,496$2.5M1.97%
9ISHARES RUSSELL 1000 ETF4642876222,224$716,4830.56%
10APPLE INC COMAAPL1,996$500,0700.39%
11BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,069$484,5560.38%
12WISDOMTREE U.S. LARGECAP FUNDWT5,063$309,7540.24%
13AUTOMATIC DATA PROCESSING INC COMADP891$260,8220.21%
14EXXON MOBIL CORP COMXOM2,357$253,5420.20%
15ISHARES RUSSELL 1000 GROWTH ETF464287614631$253,3960.20%
16INVESCO QQQ TRUST SERIES IIVZ414$211,6490.17%
17SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X109491$208,9200.16%
18VANGUARD S&P 500 ETF922908363312$168,1080.13%
19VISA INC COM CL AV528$166,8690.13%
20TESLA INC COMTSLA373$150,6320.12%
21NVIDIA CORPORATION COMNVDA1,060$142,3470.11%
22DEERE & CO COMDE251$106,3480.08%
23PFIZER INC COMPFE3,693$97,9750.08%
24INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ1,987$95,9910.08%
25ABBVIE INC COMABBV500$88,8500.07%
26WALMART INC COMWMT930$84,0250.07%
27AMERICAN ELEC PWR CO INC COM025537101871$80,3320.06%
28MERCK & CO INC COMMRK797$79,2850.06%
29PROCTER AND GAMBLE CO COM742718109465$78,1070.06%
30XCEL ENERGY INC COMXELLL1,156$78,0530.06%
31AT&T INC COMT-PC3,329$75,8190.06%
32AMAZON COM INC COMAMZN345$75,6890.06%
33TEXAS PACIFIC LAND CORPORATION COMTPL66$72,9930.06%
343M CO COMMMM558$72,0320.06%
35ISHARES RUSSELL 1000 VALUE ETF464287598383$70,9040.06%
36HOME DEPOT INC COMHD163$63,4050.05%
37META PLATFORMS INC CL AMETA107$62,6490.05%
38INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFIVZ4,700$61,0530.05%
39PHILIP MORRIS INTL INC COM718172109500$60,1750.05%
40GENERAL DYNAMICS CORP COMGD200$52,6980.04%
41ALTRIA GROUP INC COMMO977$51,0870.04%
42ISHARES FLOATING RATE BOND ETF46429B6551,000$50,8800.04%
43ISHARES 1-3 YEAR TREASURY BOND ETF464287457600$49,1880.04%
44VERIZON COMMUNICATIONS INC COMVZ1,115$44,5910.04%
45BRISTOL-MYERS SQUIBB CO COMCELG-RI767$43,3810.03%
46INTERNATIONAL BUSINESS MACHS COMINTR197$43,3060.03%
47MICROSOFT CORP COMMSFT100$42,4850.03%
48FORD MTR CO COM3453708604,095$40,5400.03%
49NETFLIX INC COMNFLX43$38,3260.03%
50ENTERGY CORP NEW COMENO400$30,3280.02%
51SCHWAB U.S. LARGE-CAP ETF8085242011,306$30,2820.02%
52SCHWAB US DIVIDEND EQUITY ETF8085247971,078$29,4500.02%
53UNITED PARCEL SERVICE INC CL BUPS216$27,2370.02%
54CAPITOL FED FINL INC COM14057J1014,442$26,2520.02%
55JOHNSON & JOHNSON COMJNJ172$24,8740.02%
56LOWES COS INC COM548661107100$24,6800.02%
57DOW INC COMDOW598$23,9970.02%
58ABBOTT LABS COMABLZF200$22,6220.02%
59DUKE ENERGY CORP NEW COM NEWDUKB200$21,5480.02%
60BROOKFIELD INFRAST PARTNERS LP LP INT UNITG16252101675$21,4580.02%
61KRAFT HEINZ CO COMKHC685$21,0360.02%
62KKR & CO INC COMKKRT119$17,6010.01%
63COSTCO WHSL CORP NEW COM22160K10519$17,4090.01%
64TANGER INC COMSKT500$17,0650.01%
65UNITEDHEALTH GROUP INC COMUNH33$17,0290.01%
66TRAVELERS COMPANIES INC COMTRV69$16,6210.01%
67ONEOK INC NEW COMOKE155$15,5620.01%
68COCA COLA CO COMKO248$15,4400.01%
69RTX CORPORATION COMRTX132$15,2750.01%
70FEDEX CORP COMFDX54$15,1910.01%
71PROSHARES SHORT VIX SHORT-TERM FUTURES ETF74347W130299$14,9670.01%
72SPIRIT AEROSYSTEMS HLDGS INC COM CL A848574109420$14,3130.01%
73TRIMBLE INC COMTRMB200$14,1320.01%
74CHEVRON CORP NEW COMCVX97$14,0490.01%
75ISHARES BITCOIN TRUST ETFIBIT260$13,7930.01%
76SONY GROUP CORP SPONSORED ADRSNEJF590$12,4840.01%
77CROWDSTRIKE HLDGS INC CL ACRWD36$12,3170.01%
78ARK INNOVATION ETF00214Q104213$12,0920.01%
79HEICO CORP NEW COMHEI-A50$11,8870.01%
80LYONDELLBASELL INDUSTRIES N V SHS - A -LYB154$11,4370.01%
81DISNEY WALT CO COM254687106102$11,3570.01%
82KINETIK HOLDINGS INC COM NEW CL AKNTK200$11,3420.01%
83UNITED STATES OIL FUND LPUNTCW150$11,3320.01%
84CYBERARK SOFTWARE LTD SHSM2682V10834$11,3270.01%
85BANK AMERICA CORP COM060505104248$10,9400.01%
86INTERNATIONAL PAPER CO COM460146103200$10,7640.01%
87OREILLY AUTOMOTIVE INC COM67103H1079$10,6720.01%
88STARBUCKS CORP COMSBUX112$10,2200.01%
89CSX CORP COMCSX315$10,1650.01%
90SOUTHWEST AIRLS CO COM844741108296$9,9510.01%
91ADVANCED MICRO DEVICES INC COMAMD80$9,6630.01%
92HERSHEY CO COMHSY57$9,6520.01%
93GLADSTONE LD CORP COM376549101876$9,5040.01%
94SCHWAB LONG-TERM U.S. TREASURY ETF808524680300$9,4290.01%
95PPL CORP COMPPLC288$9,3480.01%
96LG DISPLAY CO LTD SPONS ADR REPLPL3,040$9,3320.01%
97SNOWFLAKE INC CL ASNOW58$8,9550.01%
98ARCHER DANIELS MIDLAND CO COMADM175$8,8410.01%
99PORTLAND GEN ELEC CO COM NEW736508847200$8,7240.01%
100DELL TECHNOLOGIES INC CL CDELL75$8,6430.01%
101REALTY INCOME CORP COMO159$8,4920.01%
102WELLS FARGO CO NEW COM949746101118$8,2880.01%
103KINDER MORGAN INC DEL COMEP-PC300$8,2200.01%
104COINBASE GLOBAL INC COM CL ACOIN33$8,1930.01%
105CLEARWAY ENERGY INC CL ACWEN-A300$7,3350.01%
106REGIONS FINANCIAL CORP NEW COMRF-PF300$7,0560.01%
107INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETFINHD171$6,8670.01%
108US BANCORP DEL COM NEWUSB-PS135$6,4570.01%
109CENTERPOINT ENERGY INC COMCNP200$6,3460.00%
110LOCKHEED MARTIN CORP COMLMT13$6,3170.00%
111AMERICAN EXPRESS CO COMAXP20$5,9350.00%
112T-MOBILE US INC COMTMUSZ26$5,7380.00%
113MONSTER BEVERAGE CORP NEW COMMNST100$5,2560.00%
114UNITED STATES COPPER INDEX FUNDUNTCW200$5,0320.00%
115INTEL CORP COMINTC235$4,7110.00%
116SHAKE SHACK INC CL ASHAK35$4,5430.00%
117ALLETE INC COM NEW01852230070$4,5360.00%
118CAPITAL ONE FINL CORP COM14040H10525$4,4580.00%
119ISHARES 20 YEAR TREASURY BOND ETF46428743250$4,3660.00%
120PAYPAL HLDGS INC COMPYPL50$4,2670.00%
121ENBRIDGE INC COMENNPF100$4,2430.00%
122NAVIENT CORPORATION COMJSM300$3,9870.00%
123GLOBAL NET LEASE INC COM NEWGNL-PE534$3,8980.00%
124TORM PLC SHS CL ATRMD200$3,8900.00%
125GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF37954Y632100$3,8640.00%
126BOEING CO COMBA-PA21$3,7170.00%
127SPARTANNASH CO COM847215100200$3,6640.00%
128ALLY FINL INC COM02005N100100$3,6010.00%
129INVESCO PREFERRED ETFIVZ300$3,4590.00%
130RANGE GLOBAL COAL INDEX ETF301505467165$3,4270.00%
131DOMINOS PIZZA INC COMDPZ8$3,3580.00%
132ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRBUDFF61$3,0540.00%
133BLUE OWL CAPITAL CORPORATION COMOWL200$3,0240.00%
134DARE BIOSCIENCE INC COM NEWDARE950$2,9640.00%
135FINANCIAL SELECT SECTOR SPDR FUND81369Y60560$2,8990.00%
136METLIFE INC COMMET-PF35$2,8650.00%
137TARGET CORP COMTGT20$2,7030.00%
138JPMORGAN CHASE & CO. COMVYLD11$2,6680.00%
139WP CAREY INC COM92936U10948$2,6150.00%
140SOLVENTUM CORP COM SHSSOLV39$2,5760.00%
141SYMBOTIC INC CLASS A COMSYM100$2,3710.00%
142OKTA INC CL AOKTA30$2,3640.00%
143MODERNA INC COMMRNA55$2,2860.00%
144SENTINELONE INC CL AS100$2,2200.00%
145GILEAD SCIENCES INC COMGILD23$2,1980.00%
146WARNER BROS DISCOVERY INC COM SER AWBD205$2,1660.00%
147NIKE INC CL BNKE28$2,1180.00%
148PARAMOUNT GLOBAL CLASS B COM92556H206200$2,0920.00%
149CISCO SYS INC COMCSCO35$2,0720.00%
150ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF46428828123$2,0470.00%
151ISHARES RUSSELL MIDCAP ETF46428749922$1,9440.00%
152C3 AI INC CL AAI50$1,7210.00%
153ANDERSONS INC COMANDE42$1,7010.00%
154ISHARES CHINA LARGE-CAP ETF46428718455$1,6740.00%
155PURPLE INNOVATION INC COMPRPL1,921$1,4980.00%
156KYNDRYL HLDGS INC COMMON STOCKKD42$1,4530.00%
157CORNING INC COMGLW30$1,4250.00%
158PRUDENTIAL FINL INC COMPUKPF12$1,4220.00%
159COMPASS MINERALS INTL INC COMCOMP120$1,3500.00%
160INNOVATIVE INDL PPTYS INC COMINHD20$1,3320.00%
161RIVIAN AUTOMOTIVE INC COM CL ARIVN100$1,3300.00%
162VANGUARD GROWTH ETF9229087363$1,2310.00%
163CARLYLE GROUP INC COMCGABL23$1,1620.00%
164SALESFORCE INC COMCRM3$1,0020.00%
165ROBLOX CORP CL ARBLX16$9250.00%
166ORGANON & CO COMMON STOCKOGN58$8650.00%
167GEOVAX LABS INC COM SHSGOVX300$7410.00%
168SELECTQUOTE INC COMSLQT185$6880.00%
169ARES CAPITAL CORP COMARCC30$6560.00%
170PLUG POWER INC COM NEWPLUG300$6390.00%
171GENERAL MLS INC COM37033410410$6370.00%
172VIATRIS INC COMVTRS51$6340.00%
173BRIGHTHOUSE FINL INC COM10922N10313$6240.00%
174MGM RESORTS INTERNATIONAL COMMGM18$6230.00%
175ADVISORSHARES PURE US CANNABIS ETF00768Y453155$5900.00%
176KRISPY KREME INC COMDNUT56$5560.00%
177NORWEGIAN CRUISE LINE HLDG LTD SHSNCLH19$4880.00%
178ELEDON PHARMACEUTICALS INC COMELDN100$4120.00%
179CLEAN ENERGY FUELS CORP COMCLNE160$4010.00%
180ALSET INC COMAEI335$3410.00%
181VIRGIN GALACTIC HOLDINGS INC COM NEWSPCE50$2940.00%
182MACYS INC COM55616P10410$1690.00%
183LUMEN TECHNOLOGIES INC COMLUMN26$1380.00%
184LI-CYCLE HOLDINGS CORP COM NEW50202P20468$1210.00%
185NET LEASE OFFICE PROPERTIES COMNLOP3$930.00%
186ORION OFFICE REIT INC COMONL15$550.00%
187SCHWAB U.S. BROAD MARKET ETF8085241021$380.00%
188SPIRIT AIRLS INC COM84857710211$30.00%