StockDrifts LogoStockDrifts

Investors Portfolio Services LLC

Portfolio Manager
Investors Portfolio Services LLC
Performance
-0.59% (2026 Q1)
AUM (13F)
$107.89M
# of Holdings
702
Performance Rank
Allocation (Top 20)
89.92%

Investors Portfolio Services LLC Holdings Map

Top 50 Investors Portfolio Services LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
STATE STR SPDR S&P 500 ETF T
20.57%34.0K$22.2M
-17.51%(-7.22K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 41.2K shares2026-Q1: 34.0K shares
$674.05(+10.49%)
2026-03-31
DHDG
FIRST TR EXCHNG TRADED FD VI
15.61%500.7K$16.8M
+10656.69%(+496.07K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 4.7K shares2026-Q1: 500.7K shares
$33.52(+9.08%)
2026-03-31
GPIX
GOLDMAN SACHS ETF TR
8.77%189.1K$9.5M
-3.89%(-7.65K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 196.7K shares2026-Q1: 189.1K shares
$52.51(+4.81%)
2026-03-31
AIRR
FIRST TR EXCHANGE TRADED FD
7.08%68.9K$7.6M
-8.42%(-6.33K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 75.2K shares2026-Q1: 68.9K shares
$97.50(+29.14%)
2026-03-31
XMHQ
INVESCO EXCHANGE TRADED FD T
6.47%67.5K$7.0M
-13.38%(-10.42K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 77.9K shares2026-Q1: 67.5K shares
$103.69(+9.30%)
2026-03-31
JIRE
J P MORGAN EXCHANGE TRADED F INTRNL
5.53%78.7K$6.0M
+10.11%(+7.23K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 71.5K shares2026-Q1: 78.7K shares
$74.31(+11.41%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
5.03%5.4K$5.4M
+32.83%(+1.34K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 4.1K shares2026-Q1: 5.4K shares
$902.76(+5.42%)
2026-03-31
XLU
SELECT SECTOR SPDR TR STATE STREET
4.78%112.5K$5.2M
-5.42%(-6.44K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 118.9K shares2026-Q1: 112.5K shares
$43.15(+6.05%)
2026-03-31
MCD
MCDONALDS CORP
3.39%11.8K$3.7M
+117500.00%(+11.75K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 10 shares2026-Q1: 11.8K shares
$308.21(-8.95%)
2026-03-31
TLT
ISHARES TR
2.54%31.6K$2.7M
-0.61%(-195)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 31.8K shares2026-Q1: 31.6K shares
$88.27(-3.12%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Investors Portfolio Services LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all