CIK 2095709
IFC & Insurance Marketing, Inc.
Institutional 13F holdings & portfolio
Holdings
759
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 759
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHA | SCHWAB US SMALL CAP ETF | 1K | $15K–$50K | SH |
| SPEM | SPDR INDEX SHARES EMERG MARKT ETF | 783 | $15K–$50K | SH |
| O | REALTY INCOME CORP REIT | 656 | $15K–$50K | SH |
| CRWV | COREWEAVE INC CLASS A | 512 | $15K–$50K | SH |
| COP | CONOCOPHILLIPS | 391 | $15K–$50K | SH |
| VO | VANGUARD MID CAP ETF | 125 | $15K–$50K | SH |
| JEPQ | J P MORGAN NASDAQ EQT PRM INC ETF | 606 | $15K–$50K | SH |
| HEZU | ISHARES CRRNCY HDG MSCI EURZN ETF | 793 | $15K–$50K | SH |
| VST | VISTRA CORP | 214 | $15K–$50K | SH |
| FDIS | FIDELITY MSCI CONS DISCRINDX ETF | 340 | $15K–$50K | SH |
| ARLP | ALLIANCE RESOURCE PAR LP | 2K | $15K–$50K | SH |
| FHLC | FIDELITY MSCI HEALTH CARE INDX ETF | 455 | $15K–$50K | SH |
| PFE | PFIZER INC | 1K | $15K–$50K | SH |
| NFLX | NETFLIX INC | 366 | $15K–$50K | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVRG ETF | 70 | $15K–$50K | SH |
| DFIV | DIMENSIONAL INTERNATIONAL VAL ETF | 681 | $15K–$50K | SH |
| OOMA | OOMA INC | 3K | $15K–$50K | SH |
| SO | SOUTHERN CO | 394 | $15K–$50K | SH |
| DFAX | DIMENSIONAL WLD EX US CREQ 2 ETF | 1K | $15K–$50K | SH |
| BX | BLACKSTONE INC | 211 | $15K–$50K | SH |
| RWO | SPDR DOW JONE GLOBAL REAL ESTATE ETF | 712 | $15K–$50K | SH |
| MGK | VANGUARD MEGA CAP GROWTHETF | 78 | $15K–$50K | SH |
| BKNG | BOOKING HLDGS INC | 6 | $15K–$50K | SH |
| DYNF | ISHS US EQTY FACTR ROTATN ACT ETF | 530 | $15K–$50K | SH |
| SCZ | ISHARES MSCI EAFE SMALL CAP ETF | 413 | $15K–$50K | SH |
| DON | WISDOMTREE US MIDCAP DIVIDEND ETF | 600 | $15K–$50K | SH |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 449 | $15K–$50K | SH |
| GSIE | GOLDMAN SACHS ACTVBT INTEREQY ETF | 716 | $15K–$50K | SH |
| ABBV | ABBVIE INC | 135 | $15K–$50K | SH |
| HYS | PIMCO 0-5 YEAR HIGH YLD BND IDX ETF | 329 | $15K–$50K | SH |
| RPV | INVSC S P 500 PURE VALUEETF | 301 | $15K–$50K | SH |
| MRK | MERCK & CO. INC. | 293 | $15K–$50K | SH |
| VTR | VENTAS INC REIT | 391 | $15K–$50K | SH |
| PGR | PROGRESSIVE CORP OH | 127 | $15K–$50K | SH |
| SPHQ | INVESCO S&P 500 QUALITY ETF | 393 | $15K–$50K | SH |
| MCD | MCDONALDS CORP | 95 | $15K–$50K | SH |
| CNC | CENTENE CORP DEL | 690 | $15K–$50K | SH |
| FSTA | FIDELITY MSCI CONS STPLSINDX ETF | 566 | $15K–$50K | SH |
| XLU | STATE STRT UTLTES SLET SCTR SPDR ETF | 660 | $15K–$50K | SH |
| EVLV | EVOLV TECHNOLOGIES HLDGSCLASS A | 4K | $15K–$50K | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 132 | $15K–$50K | SH |
| IEF | ISHARES 7-10 YEAR TRSURYBOND ETF | 287 | $15K–$50K | SH |
| VPU | VANGUARD UTILITIES ETF | 153 | $15K–$50K | SH |
| USHY | ISHARES BROAD USD HG YLDCRP BND ETF | 734 | $15K–$50K | SH |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 260 | $15K–$50K | SH |
| EMR | EMERSON ELEC CO | 200 | $15K–$50K | SH |
| HEI | HEICO CORP NEW | 81 | $15K–$50K | SH |
| HTD | JOHN HANCOCK TAX ADVANTA | 1K | $15K–$50K | SH |
| ANGL | VANECK FALLEN ANGEL HIGHYLD BND ETF | 879 | $15K–$50K | SH |
| BSV | VANGUARD SHORT-TERM BONDETF | 335 | $15K–$50K | SH |