Investors Portfolio Services LLC Q4 2025 Filing
Filed February 9, 2026
Portfolio Value
$111.0M
Holdings
431
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (431 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 76 | $23K | 0.02% | |
| 102 | METAMETA PLATFORMS INC | 33 | $22K | 0.02% | |
| 103 | ISRGINTUITIVE SURGICAL INC | 40 | $22K | 0.02% | |
| 104 | RIVNRIVIAN AUTOMOTIVE INC | 1,100 | $21K | 0.02% | |
| 105 | BTOB2Gold Corp Common shares (Canada) | 4,380 | $19K | 0.02% | |
| 106 | AVGOBROADCOM INC | 55 | $19K | 0.02% | |
| 107 | ESGDISHARES TR | 208 | $19K | 0.02% | |
| 108 | DISDISNEY WALT CO | 166 | $19K | 0.02% | |
| 109 | COHRCOHERENT CORP | 98 | $18K | 0.02% | |
| 110 | DDOMINION ENERGY INC | 300 | $17K | 0.02% | |
| 111 | XLKSELECT SECTOR SPDR TR | 125 | $17K | 0.02% | |
| 112 | DWDMORGAN STANLEY | 100 | $17K | 0.02% | |
| 113 | VTVVanguard Value ETF | 92 | $17K | 0.02% | |
| 114 | FBTCFIDELITY WISE ORIGIN BITCOIN | 220 | $16K | 0.01% | |
| 115 | EFIVSPDR SERIES TRUST | 249 | $16K | 0.01% | |
| 116 | JNJJOHNSON & JOHNSON | 79 | $16K | 0.01% | |
| 117 | SNOWSNOWFLAKE INC | 77 | $16K | 0.01% | |
| 118 | FETHFIDELITY ETHEREUM FD | 520 | $15K | 0.01% | |
| 119 | FNXFIRST TR EXCHANGE-TRADED ALP | 120 | $15K | 0.01% | |
| 120 | TSMTaiwan Semiconductor Manufacturing Company Ltd. | 48 | $14K | 0.01% | |
| 121 | TLTiShares 20 Plus Year Treasury Bond ETF | 169 | $14K | 0.01% | |
| 122 | SRVRPACER FDS TR | 470 | $13K | 0.01% | |
| 123 | LOWLowe's Companies, Inc. Common Stock | 55 | $13K | 0.01% | |
| 124 | UNMUNUM GROUP | 176 | $13K | 0.01% | |
| 125 | ITOTISHARES TR | 92 | $13K | 0.01% | |
| 126 | XLRESELECT SECTOR SPDR TR | 326 | $13K | 0.01% | |
| 127 | ABBVABBVIE INC | 58 | $13K | 0.01% | |
| 128 | BAHBOOZ ALLEN HAMILTON HLDG COR | 145 | $12K | 0.01% | |
| 129 | TRVCCITIGROUP INC | 111 | $12K | 0.01% | |
| 130 | COPCONOCOPHILLIPS | 138 | $12K | 0.01% | |
| 131 | IDUISHARES TR | 102 | $11K | 0.01% | |
| 132 | EIMEATON VANCE MUN BD FD | 1,125 | $10K | 0.01% | |
| 133 | AWCAMERICAN WTR WKS CO INC NEW | 72 | $9K | 0.01% | |
| 134 | AMDYTIDAL TRUST II | 253 | $9K | 0.01% | |
| 135 | SCHWSCHWAB CHARLES CORP | 100 | $9K | 0.01% | |
| 136 | AMDADVANCED MICRO DEVICES INC | 42 | $9K | 0.01% | |
| 137 | WCNWASTE CONNECTIONS INC | 48 | $8K | 0.01% | |
| 138 | NULVNUSHARES ETF TR | 178 | $8K | 0.01% | |
| 139 | DUKDUKE ENERGY CORP NEW | 70 | $8K | 0.01% | |
| 140 | XELXCEL ENERGY INC | 121 | $8K | 0.01% | |
| 141 | HELOJPMorgan Hedged Equity Laddered Overlay ETF | 127 | $8K | 0.01% | |
| 142 | GOOGALPHABET INC | 27 | $8K | 0.01% | |
| 143 | QCOMQUALCOMM Incorporated - Common Stock | 51 | $8K | 0.01% | |
| 144 | GEVGE VERNOVA INC | 11 | $7K | 0.01% | |
| 145 | XOMEXXON MOBIL CORP | 62 | $7K | 0.01% | |
| 146 | VLTOVERALTO CORP | 73 | $7K | 0.01% | |
| 147 | FTHIFIRST TR EXCHANGE TRADED FD | 326 | $7K | 0.01% | |
| 148 | PRUPRUDENTIAL FINL INC | 67 | $7K | 0.01% | |
| 149 | CSCOCISCO SYS INC | 84 | $6K | 0.01% | |
| 150 | BACVERIZON COMMUNICATIONS INC | 171 | $6K | 0.01% | |
| 151 | FTVFORTIVE CORP | 116 | $6K | 0.01% | |
| 152 | SILASILA REALTY TRUST INC | 274 | $6K | 0.01% | |
| 153 | INDSPACER FDS TR | 182 | $6K | 0.01% | |
| 154 | PEPPEPSICO INC | 47 | $6K | 0.01% | |
| 155 | CATCATERPILLAR INC | 9 | $5K | 0.00% | |
| 156 | ENBENBRIDGE INC | 108 | $5K | 0.00% | |
| 157 | PEOEXELON CORP | 130 | $5K | 0.00% | |
| 158 | PFEPFIZER INC | 237 | $5K | 0.00% | |
| 159 | PYPLPAYPAL HLDGS INC | 95 | $5K | 0.00% | |
| 160 | METMETLIFE INC | 65 | $5K | 0.00% | |
| 161 | CMCSACOMCAST CORP NEW | 171 | $5K | 0.00% | |
| 162 | LOGILOGITECH INTL S A | 42 | $4K | 0.00% | |
| 163 | MRKMERCK & CO INC | 47 | $4K | 0.00% | |
| 164 | PLDPROLOGIS INC. | 34 | $4K | 0.00% | |
| 165 | MLB1MERCADOLIBRE INC | 2 | $4K | 0.00% | |
| 166 | ADMARCHER DANIELS MIDLAND CO | 72 | $4K | 0.00% | |
| 167 | PHParker-Hannifin Corporation Common Stock | 5 | $4K | 0.00% | |
| 168 | BLKBLACKROCK INC | 4 | $4K | 0.00% | |
| 169 | BKBANK NEW YORK MELLON CORP | 40 | $4K | 0.00% | |
| 170 | ABGCencora, Inc. Common Stock | 9 | $3K | 0.00% | |
| 171 | WMTWalmart Inc. - Common Stock | 33 | $3K | 0.00% | |
| 172 | STXSEAGATE TECHNOLOGY HLDNGS PL | 14 | $3K | 0.00% | |
| 173 | JNJJohnson & Johnson Common Stock | 15 | $3K | 0.00% | |
| 174 | HDHome Depot, Inc. (The) Common Stock | 11 | $3K | 0.00% | |
| 175 | PGPROCTER AND GAMBLE CO | 21 | $3K | 0.00% | |
| 176 | GDGENERAL DYNAMICS CORP | 9 | $3K | 0.00% | |
| 177 | SCHFSCHWAB STRATEGIC TR | 128 | $3K | 0.00% | |
| 178 | BROSDutch Bros Inc. Class A Common Stock | 57 | $3K | 0.00% | |
| 179 | MMM3M CO | 21 | $3K | 0.00% | |
| 180 | WMTWALMART INC | 30 | $3K | 0.00% | |
| 181 | APDAIR PRODS & CHEMS INC | 13 | $3K | 0.00% | |
| 182 | CATCaterpillar, Inc. Common Stock | 6 | $3K | 0.00% | |
| 183 | SOFISoFi Technologies, Inc. - Common Stock | 78 | $2K | 0.00% | |
| 184 | MUMICRON TECHNOLOGY INC | 10 | $2K | 0.00% | |
| 185 | NINiSource Inc Common Stock | 52 | $2K | 0.00% | |
| 186 | BBAIBigBear.ai, Inc. Common Stock | 444 | $2K | 0.00% | |
| 187 | VRTVERTIV HOLDINGS CO | 18 | $2K | 0.00% | |
| 188 | WFCWells Fargo & Company Common Stock | 25 | $2K | 0.00% | |
| 189 | NTRSNorthern Trust Corporation - Common Stock | 18 | $2K | 0.00% | |
| 190 | SOXXISHARES TR | 9 | $2K | 0.00% | |
| 191 | SYMSYMBOTIC INC | 50 | $2K | 0.00% | |
| 192 | WDCWESTERN DIGITAL CORP | 15 | $2K | 0.00% | |
| 193 | EXPEExpedia Group, Inc. - Common Stock | 8 | $2K | 0.00% | |
| 194 | USBUS BANCORP DEL | 47 | $2K | 0.00% | |
| 195 | AXPAMERICAN EXPRESS CO | 8 | $2K | 0.00% | |
| 196 | AKREPROFESIONALLY MANAGED PORTFO | 42 | $2K | 0.00% | |
| 197 | RCLROYAL CARIBBEAN GROUP | 9 | $2K | 0.00% | |
| 198 | ZETAZETA GLOBAL HOLDINGS CORP | 119 | $2K | 0.00% | |
| 199 | PANWPalo Alto Networks, Inc. - Common Stock | 16 | $2K | 0.00% | |
| 200 | HWMHowmet Aerospace Inc. Common Stock | 10 | $2K | 0.00% |