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 251–300 of 759
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BPRE | BLUEROCK PRIVATE REAL ES | 2K | $15K–$50K | SH |
| XNTK | STATE STREET SPDR NYSE TECHNOLGY ETF | 90 | $15K–$50K | SH |
| UPS | UNITED PARCEL SVC INC CLASS CLASS B | 251 | $15K–$50K | SH |
| SCHX | SCHWAB US LARGE CAP ETF | 913 | $15K–$50K | SH |
| RSPN | INVSC SP 500 EQUAL WGHT INDSTRL ETF | 450 | $15K–$50K | SH |
| IHI | ISHARES US MEDICAL DEVICES ETF | 382 | $15K–$50K | SH |
| DFUS | DIMENSIONAL US EQUITY MARKET ETF | 319 | $15K–$50K | SH |
| CRM | SALESFORCE INC | 90 | $15K–$50K | SH |
| RQI | COHEN STEERS QUAL INCOME | 2K | $15K–$50K | SH |
| VCIT | VANGUARD INTERMEDIATE TERM COR ETF | 271 | $15K–$50K | SH |
| NWN | NORTHWEST NAT HLDG CO | 501 | $15K–$50K | SH |
| GRAB | GRAB HLDGS LTD FCLASS CLASS A | 5K | $15K–$50K | SH |
| EPD | ENTERPRISE PRODS PART LP | 704 | $15K–$50K | SH |
| WPC | W P CAREY INC REIT | 354 | $15K–$50K | SH |
| XLC | STE STRT COMTN SR SLCT SCTR SPDR ETF | 195 | $15K–$50K | SH |
| ROL | ROLLINS INC | 369 | $15K–$50K | SH |
| EWJ | ISHARES MSCI JAPAN ETF | 271 | $15K–$50K | SH |
| NXPI | NXP SEMICONDUCTORS N V F | 99 | $15K–$50K | SH |
| SMH | VANECK SEMICONDUCTOR ETF | 58 | $15K–$50K | SH |
| META | META PLATFORMS INC CLASS A | 31 | $15K–$50K | SH |
| SMR | NUSCALE PWR CORP CLASS A | 1K | $15K–$50K | SH |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | 1K | $15K–$50K | SH |
| EFV | ISHARES MSCI EAFE VALUE ETF | 301 | $15K–$50K | SH |
| TAXE | INTERMEDIATE MUNICIPAL IN ETF | 414 | $15K–$50K | SH |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | 299 | $15K–$50K | SH |
| BK | BANK NEW YORK MELLON COR | 177 | $15K–$50K | SH |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 425 | $15K–$50K | SH |
| SCHC | SCHWAB INTERNATNAL SMALLCAP EQY ETF | 445 | $15K–$50K | SH |
| CNP | CENTERPOINT ENERGY INC | 524 | $15K–$50K | SH |
| PANW | PALO ALTO NETWORKS INC | 110 | $15K–$50K | SH |
| SNOW | SNOWFLAKE INC CLASS CLASS A | 90 | $15K–$50K | SH |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 185 | $15K–$50K | SH |
| VFH | VANGUARD FINANCIALS ETF | 147 | $15K–$50K | SH |
| LNT | ALLIANT ENERGY CORP | 310 | $15K–$50K | SH |
| SIXG | DEFIANCE CONNECTIVE TECNLG ETF | 319 | $15K–$50K | SH |
| NOW | SERVICENOW INC | 130 | $15K–$50K | SH |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | 218 | $15K–$50K | SH |
| RSPR | INVSC SP 500 EQUAL WGHT REAL EST ETF | 603 | $15K–$50K | SH |
| HON | HONEYWELL INTL INC | 100 | $15K–$50K | SH |
| CSCO | CISCO SYS INC | 243 | $15K–$50K | SH |
| FEZ | SPDR EURO STOXX 50 ETF | 300 | $15K–$50K | SH |
| JAVA | JPMORGAN ACTIVE VALUE ETF | 261 | $15K–$50K | SH |
| GD | GENERAL DYNAMICS CORP | 56 | $15K–$50K | SH |
| MLN | VANECK LONG MUNI ETF | 1K | $15K–$50K | SH |
| VXF | VANGUARD EXTENDED MARKETETF | 91 | $15K–$50K | SH |
| COST | COSTCO WHSL CORP NEW | 22 | $15K–$50K | SH |
| IBM | IBM CORP | 63 | $15K–$50K | SH |
| ICE | INTERCONTINENTAL EXCHANG | 119 | $15K–$50K | SH |
| XHB | STATE SRT SPDR S&P HMBLDRS ETF | 180 | $15K–$50K | SH |
| SPGI | S&P GLOBAL INC | 34 | $15K–$50K | SH |