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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 Q1 2025 · Filed April 10, 2025 · Accession 0001765617-25-000005

Total Value
$123.2M
Positions
199
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (199)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE S&P 500 ETF46428720089,947$50.5M41.04%
2ISHARES 0-3 MONTH TREASURY BOND ETF46436E718204,698$20.6M16.73%
3ISHARES CORE DIVIDEND GROWTH ETF46434V621206,504$12.8M10.36%
4VANGUARD INFORMATION TECHNOLOGY ETF92204A70220,169$10.9M8.88%
5ISHARES CORE S&P MID-CAP ETF464287507111,294$6.5M5.27%
6SCHWAB U.S. SMALL-CAP ETF808524607255,019$6.0M4.85%
7ISHARES CORE S&P SMALL CAP ETF46428780456,834$5.9M4.83%
8VANGUARD MID-CAP ETF92290862910,013$2.6M2.10%
9ISHARES RUSSELL 1000 ETF4642876222,159$662,2510.54%
10BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,206$642,2910.52%
11APPLE INC COMAAPL1,976$438,9420.36%
12WISDOMTREE U.S. LARGECAP FUNDWT5,063$300,1340.24%
13EXXON MOBIL CORP COMXOM2,427$288,6430.23%
14AUTOMATIC DATA PROCESSING INC COMADP891$272,2270.22%
15ISHARES RUSSELL 1000 GROWTH ETF464287614602$217,3760.18%
16SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X109491$206,1610.17%
17INVESCO QQQ TRUST SERIES IIVZ414$194,1320.16%
18VISA INC COM CL AV528$185,0420.15%
19VANGUARD S&P 500 ETF922908363289$148,5190.12%
20CARDINAL HEALTH INC COMCAH1,037$142,8670.12%
21TESLA INC COMTSLA540$139,9460.11%
22DEERE & CO COMDE251$117,8060.10%
23NVIDIA CORPORATION COMNVDA1,084$117,4830.10%
24ABBVIE INC COMABBV500$104,7600.09%
25PFIZER INC COMPFE3,986$101,0050.08%
26INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ1,987$99,8070.08%
27AMERICAN ELEC PWR CO INC COM025537101871$95,1740.08%
28AT&T INC COMT-PC3,330$94,1840.08%
29TEXAS PACIFIC LAND CORPORATION COMTPL66$87,4490.07%
30INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETFINHD2,196$82,0040.07%
313M CO COMMMM558$81,9470.07%
32XCEL ENERGY INC COMXELLL1,156$81,8330.07%
33WALMART INC COMWMT930$81,6440.07%
34PROCTER AND GAMBLE CO COM742718109465$79,3980.06%
35PHILIP MORRIS INTL INC COM718172109500$79,3650.06%
36MERCK & CO INC COMMRK876$78,6290.06%
37ISHARES RUSSELL 1000 VALUE ETF464287598383$72,0650.06%
38INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFIVZ4,700$64,0610.05%
39AMAZON COM INC COMAMZN336$63,9270.05%
40META PLATFORMS INC CL AMETA107$61,6700.05%
41HOME DEPOT INC COMHD163$59,7370.05%
42ALTRIA GROUP INC COMMO977$58,6390.05%
43VERIZON COMMUNICATIONS INC COMVZ1,290$58,5420.05%
44MICROSOFT CORP COMMSFT150$56,6240.05%
45GENERAL DYNAMICS CORP COMGD200$54,5160.04%
46CROWDSTRIKE HLDGS INC CL ACRWD149$52,5340.04%
47ISHARES FLOATING RATE BOND ETF46429B6551,000$51,0500.04%
48ISHARES 1-3 YEAR TREASURY BOND ETF464287457600$49,6380.04%
49NETFLIX INC COMNFLX53$49,4240.04%
50INTERNATIONAL BUSINESS MACHS COMINTR197$48,9860.04%
51FORD MTR CO COM3453708604,095$41,0720.03%
52LOWES COS INC COM548661107160$37,3160.03%
53JOHNSON & JOHNSON COMJNJ222$36,8160.03%
54BRISTOL-MYERS SQUIBB CO COMCELG-RI600$36,5940.03%
55CHEVRON CORP NEW COMCVX213$35,6320.03%
56ENTERGY CORP NEW COMENO400$34,1960.03%
57SCHWAB US DIVIDEND EQUITY ETF8085247971,078$30,1400.02%
58UNITED PARCEL SERVICE INC CL BUPS274$30,1370.02%
59SCHWAB U.S. LARGE-CAP ETF8085242011,310$28,9340.02%
60ISHARES CORE MSCI EAFE ETF46432F842379$28,6710.02%
61DOW INC COMDOW785$27,4120.02%
62ABBOTT LABS COMABLZF200$26,5300.02%
63CAPITOL FED FINL INC COM14057J1014,442$24,8750.02%
64DUKE ENERGY CORP NEW COM NEWDUKB200$24,3940.02%
65CSX CORP COMCSX771$22,6900.02%
66KRAFT HEINZ CO COMKHC685$20,8440.02%
67BROOKFIELD INFRAST PARTNERS LP LP INT UNITG16252101675$20,1080.02%
68DISNEY WALT CO COM254687106199$19,6410.02%
69ADVANCED MICRO DEVICES INC COMAMD180$18,4930.02%
70TRAVELERS COMPANIES INC COMTRV69$18,2470.01%
71COSTCO WHSL CORP NEW COM22160K10519$17,9690.01%
72COCA COLA CO COMKO248$17,7610.01%
73UNITEDHEALTH GROUP INC COMUNH33$17,6320.01%
74RTX CORPORATION COMRTX132$17,4840.01%
75TANGER INC COMSKT500$16,8950.01%
76BROADCOM INC COMAVGO100$16,7430.01%
77ONEOK INC NEW COMOKE155$15,3790.01%
78SONY GROUP CORP SPONSORED ADRSNEJF590$14,9800.01%
79SPIRIT AEROSYSTEMS HLDGS INC COM CL A848574109420$14,4730.01%
80CYBERARK SOFTWARE LTD SHSM2682V10841$13,8580.01%
81KKR & CO INC COMKKRT119$13,7570.01%
82PROSHARES SHORT VIX SHORT-TERM FUTURES ETF74347W130299$13,6820.01%
83HEICO CORP NEW COMHEI-A50$13,3590.01%
84FEDEX CORP COMFDX54$13,1640.01%
85TRIMBLE INC COMTRMB200$13,1300.01%
86OREILLY AUTOMOTIVE INC COM67103H1079$12,8930.01%
87ISHARES BITCOIN TRUST ETFIBIT260$12,1700.01%
88COMMERCE BANCSHARES INC COMCBSH195$12,1340.01%
89UNITED STATES OIL FUND LPUNTCW150$11,5990.01%
90STARBUCKS CORP COMSBUX112$10,9860.01%
91LYONDELLBASELL INDUSTRIES N V SHS - A -LYB154$10,8410.01%
92INTERNATIONAL PAPER CO COM460146103200$10,6700.01%
93PPL CORP COMPPLC288$10,3990.01%
94BANK AMERICA CORP COM060505104249$10,3970.01%
95KINETIK HOLDINGS INC COM NEW CL AKNTK200$10,3880.01%
96CHENIERE ENERGY INC COM NEWLNG44$10,1810.01%
97ARK INNOVATION ETF00214Q104213$10,1340.01%
98SOUTHWEST AIRLS CO COM844741108296$9,9390.01%
99SCHWAB LONG-TERM U.S. TREASURY ETF808524680300$9,8280.01%
100HERSHEY CO COMHSY57$9,7480.01%
101UBER TECHNOLOGIES INC COMUBER130$9,4710.01%
102LG DISPLAY CO LTD SPONS ADR REPLPL3,040$9,4540.01%
103REALTY INCOME CORP COMO159$9,2230.01%
104GLADSTONE LD CORP COM376549101876$9,2150.01%
105PORTLAND GEN ELEC CO COM NEW736508847200$8,9200.01%
106INTUITIVE SURGICAL INC COM NEWISRG18$8,9140.01%
107KINDER MORGAN INC DEL COMEP-PC300$8,5590.01%
108CLEARWAY ENERGY INC CL ACWEN-A300$8,5380.01%
109SNOWFLAKE INC CL ASNOW58$8,4770.01%
110WELLS FARGO CO NEW COM949746101118$8,4710.01%
111ARCHER DANIELS MIDLAND CO COMADM175$8,4010.01%
112ISHARES 20 YEAR TREASURY BOND ETF46428743282$7,4640.01%
113CENTERPOINT ENERGY INC COMCNP200$7,2460.01%
114T-MOBILE US INC COMTMUSZ26$6,9340.01%
115DELL TECHNOLOGIES INC CL CDELL75$6,8360.01%
116GE AEROSPACE COM NEW36960430133$6,6040.01%
117REGIONS FINANCIAL CORP NEW COMRF-PF300$6,5190.01%
118UNITED STATES COPPER INDEX FUNDUNTCW200$6,3200.01%
119MONSTER BEVERAGE CORP NEW COMMNST100$5,8520.00%
120LOCKHEED MARTIN CORP COMLMT13$5,8070.00%
121US BANCORP DEL COM NEWUSB-PS135$5,6990.00%
122COINBASE GLOBAL INC COM CL ACOIN33$5,6830.00%
123AMERICAN EXPRESS CO COMAXP20$5,3810.00%
124INTEL CORP COMINTC235$5,3360.00%
125MOLSON COORS BEVERAGE CO CL BTAP-A80$4,8690.00%
126ALPHABET INC CAP STK CL CGOOG30$4,6860.00%
127ALLETE INC COM NEW01852230070$4,5990.00%
128INVESCO PREFERRED ETFIVZ400$4,4880.00%
129CAPITAL ONE FINL CORP COM14040H10525$4,4820.00%
130ENBRIDGE INC COMENNPF100$4,4310.00%
131GLOBAL NET LEASE INC COM NEWGNL-PE534$4,2930.00%
132GENERAL MLS INC COM37033410469$4,1250.00%
133SPARTANNASH CO COM847215100200$4,0520.00%
134NAVIENT CORPORATION COMJSM300$3,7890.00%
135ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRBUDFF61$3,7550.00%
136SHELL PLC SPON ADSRYDAF51$3,7370.00%
137SYMBOTIC INC CLASS A COMSYM182$3,6780.00%
138DOMINOS PIZZA INC COMDPZ8$3,6750.00%
139ALLY FINL INC COM02005N100100$3,6470.00%
140GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF37954Y632100$3,6380.00%
141BOEING CO COMBA-PA21$3,5810.00%
142TORM PLC SHS CL ATRMD200$3,2960.00%
143OKTA INC CL AOKTA30$3,1560.00%
144SHAKE SHACK INC CL ASHAK35$3,0850.00%
145WP CAREY INC COM92936U10948$3,0290.00%
146FINANCIAL SELECT SECTOR SPDR FUND81369Y60560$2,9880.00%
147SOLVENTUM CORP COM SHSSOLV39$2,9650.00%
148BLUE OWL CAPITAL CORPORATION COMOWL200$2,9320.00%
149RANGE GLOBAL COAL INDEX ETF301505467165$2,8530.00%
150METLIFE INC COMMET-PF35$2,8100.00%
151DARE BIOSCIENCE INC COM NEWDARE950$2,7450.00%
152JPMORGAN CHASE & CO. COMVYLD11$2,7430.00%
153GILEAD SCIENCES INC COMGILD23$2,6860.00%
154ASML HOLDING N V N Y REGISTRY SHSASMLF4$2,6500.00%
155CORTEVA INC COMCTVA37$2,3280.00%
156WARNER BROS DISCOVERY INC COM SER AWBD205$2,1990.00%
157CISCO SYS INC COMCSCO35$2,1730.00%
158TARGET CORP COMTGT20$2,0870.00%
159CRISPR THERAPEUTICS AG NAMEN AKTCRSP59$2,0070.00%
160ISHARES CHINA LARGE-CAP ETF46428718455$1,9710.00%
161CLOUDFLARE INC CL A COMNET17$1,9150.00%
162SENTINELONE INC CL AS100$1,8180.00%
163ANDERSONS INC COMANDE42$1,8030.00%
164NIKE INC CL BNKE28$1,7770.00%
165PAYPAL HLDGS INC COMPYPL25$1,6310.00%
166ARM HOLDINGS PLC SPONSORED ADS04206820515$1,6010.00%
167MODERNA INC COMMRNA55$1,5590.00%
168PURPLE INNOVATION INC COMPRPL1,921$1,4580.00%
169CORNING INC COMGLW30$1,3730.00%
170BLOCK INC CL ABSQKZ25$1,3580.00%
171PRUDENTIAL FINL INC COMPUKPF12$1,3400.00%
172KYNDRYL HLDGS INC COMMON STOCKKD42$1,3180.00%
173RIVIAN AUTOMOTIVE INC COM CL ARIVN100$1,2450.00%
174COMPASS MINERALS INTL INC COMCOMP120$1,1140.00%
175INNOVATIVE INDL PPTYS INC COMINHD20$1,0810.00%
176SALESFORCE INC COMCRM4$1,0730.00%
177C3 AI INC CL AAI50$1,0520.00%
178CARLYLE GROUP INC COMCGABL23$1,0100.00%
179ROBLOX CORP CL ARBLX16$9320.00%
180ORGANON & CO COMMON STOCKOGN58$8630.00%
181BRIGHTHOUSE FINL INC COM10922N10313$7530.00%
182ARES CAPITAL CORP COMARCC30$6640.00%
183SELECTQUOTE INC COMSLQT185$6170.00%
184MGM RESORTS INTERNATIONAL COMMGM18$5330.00%
185VIATRIS INC COMVTRS51$4440.00%
186PLUG POWER INC COM NEWPLUG300$4050.00%
187ADVISORSHARES PURE US CANNABIS ETF00768Y453155$4040.00%
188NORWEGIAN CRUISE LINE HLDG LTD SHSNCLH19$3600.00%
189ELEDON PHARMACEUTICALS INC COMELDN100$3390.00%
190ALSET INC COMAEI335$3310.00%
191KRISPY KREME INC COMDNUT56$2750.00%
192CLEAN ENERGY FUELS CORP COMCLNE160$2480.00%
193VIRGIN GALACTIC HOLDINGS INC COM NEWSPCE50$1510.00%
194MACYS INC COM55616P10410$1250.00%
195LUMEN TECHNOLOGIES INC COMLUMN26$1010.00%
196NET LEASE OFFICE PROPERTIES COMNLOP3$940.00%
197SCHWAB U.S. BROAD MARKET ETF8085241021$360.00%
198ORION PROPERTIES INC COMONL15$320.00%
199LI-CYCLE HOLDINGS CORP COM NEW50202P20468$240.00%