CIK 2073833
Investors Portfolio Services LLC
Institutional 13F holdings & portfolio
Holdings
431
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BTG | B2Gold Corp Common shares (Canada) | 4K | $15K–$50K | SH |
| ESGD | ISHARES TR | 208 | $15K–$50K | SH |
| DIS | DISNEY WALT CO | 166 | $15K–$50K | SH |
| AVGO | BROADCOM INC | 55 | $15K–$50K | SH |
| COHR | COHERENT CORP | 98 | $15K–$50K | SH |
| XLK | SELECT SECTOR SPDR TR | 125 | $15K–$50K | SH |
| MS | MORGAN STANLEY | 100 | $15K–$50K | SH |
| D | DOMINION ENERGY INC | 300 | $15K–$50K | SH |
| SNOW | SNOWFLAKE INC | 77 | $15K–$50K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 220 | $15K–$50K | SH |
| EFIV | SPDR SERIES TRUST | 249 | $15K–$50K | SH |
| JNJ | JOHNSON & JOHNSON | 79 | $15K–$50K | SH |
| FETH | FIDELITY ETHEREUM FD | 520 | $15K–$50K | SH |
| FNX | FIRST TR EXCHANGE-TRADED ALP | 120 | $15K–$50K | SH |
| ITOT | ISHARES TR | 92 | $1K–$15K | SH |
| UNM | UNUM GROUP | 176 | $1K–$15K | SH |
| SRVR | PACER FDS TR | 470 | $1K–$15K | SH |
| LOW | Lowe's Companies, Inc. Common Stock | 55 | $1K–$15K | SH |
| ABBV | ABBVIE INC | 58 | $1K–$15K | SH |
| XLRE | SELECT SECTOR SPDR TR | 326 | $1K–$15K | SH |
| C | CITIGROUP INC | 111 | $1K–$15K | SH |
| COP | CONOCOPHILLIPS | 138 | $1K–$15K | SH |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | 145 | $1K–$15K | SH |
| IDU | ISHARES TR | 102 | $1K–$15K | SH |
| EIM | EATON VANCE MUN BD FD | 1K | $1K–$15K | SH |
| SCHW | SCHWAB CHARLES CORP | 100 | $1K–$15K | SH |
| TSLY | TIDAL TRUST II | 253 | $1K–$15K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 72 | $1K–$15K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 42 | $1K–$15K | SH |
| XEL | XCEL ENERGY INC | 121 | $1K–$15K | SH |
| GOOG | ALPHABET INC | 27 | $1K–$15K | SH |
| HELO | JPMorgan Hedged Equity Laddered Overlay ETF | 127 | $1K–$15K | SH |
| WCN | WASTE CONNECTIONS INC | 48 | $1K–$15K | SH |
| DUK | DUKE ENERGY CORP NEW | 70 | $1K–$15K | SH |
| NULV | NUSHARES ETF TR | 178 | $1K–$15K | SH |
| FTHI | FIRST TR EXCHANGE TRADED FD | 326 | $1K–$15K | SH |
| PRU | PRUDENTIAL FINL INC | 67 | $1K–$15K | SH |
| XOM | EXXON MOBIL CORP | 62 | $1K–$15K | SH |
| VLTO | VERALTO CORP | 73 | $1K–$15K | SH |
| GEV | GE VERNOVA INC | 11 | $1K–$15K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 171 | $1K–$15K | SH |
| PEP | PEPSICO INC | 47 | $1K–$15K | SH |
| INDS | PACER FDS TR | 182 | $1K–$15K | SH |
| CSCO | CISCO SYS INC | 84 | $1K–$15K | SH |
| FTV | FORTIVE CORP | 116 | $1K–$15K | SH |
| SILA | SILA REALTY TRUST INC | 274 | $1K–$15K | SH |
| PFE | PFIZER INC | 237 | $1K–$15K | SH |
| EXC | EXELON CORP | 130 | $1K–$15K | SH |
| PYPL | PAYPAL HLDGS INC | 95 | $1K–$15K | SH |
| ENB | ENBRIDGE INC | 108 | $1K–$15K | SH |