0001765617-24-000002.txt : 20240105 0001765617-24-000002.hdr.sgml : 20240105 20240104174224 ACCESSION NUMBER: 0001765617-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240105 DATE AS OF CHANGE: 20240104 EFFECTIVENESS DATE: 20240105 FILER: COMPANY DATA: COMPANY CONFORMED NAME: IFS Advisors, LLC CENTRAL INDEX KEY: 0001765617 ORGANIZATION NAME: IRS NUMBER: 392075932 STATE OF INCORPORATION: KS FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20455 FILM NUMBER: 24513515 BUSINESS ADDRESS: STREET 1: 7101 COLLEGE BLVD STREET 2: SUITE 740 CITY: OVERLAND PARK STATE: KS ZIP: 66210 BUSINESS PHONE: 913-402-2020 MAIL ADDRESS: STREET 1: 7101 COLLEGE BLVD STREET 2: SUITE 740 CITY: OVERLAND PARK STATE: KS ZIP: 66210 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001765617 XXXXXXXX 12-31-2023 12-31-2023 IFS Advisors, LLC
7101 COLLEGE BLVD SUITE 740 OVERLAND PARK KS 66210
13F HOLDINGS REPORT 028-20455 N
LARRY BROXTERMAN CHIEF COMPLIANCE OFFICER 913-402-2020 LARRY BROXTERMAN OVERLAND PARK KS 01-04-2024 0 148 84157094 false
INFORMATION TABLE 2 ifs13f123123.xml AMAZON COM INC COM Stock 023135106 3038 20 SH SOLE 0 0 20 PARAMOUNT GLOBAL CLASS B COM Stock 92556H206 2958 200 SH SOLE 0 0 200 PRUDENTIAL FINL INC COM Stock 744320102 1244 12 SH SOLE 0 0 12 INVESCO QQQ TRUST SERIES I ETF 46090E103 169541 414 SH SOLE 0 0 414 STARBUCKS CORP COM Stock 855244109 10753 112 SH SOLE 0 0 112 MONSTER BEVERAGE CORP NEW COM Stock 61174X109 5761 100 SH SOLE 0 0 100 JOHNSON & JOHNSON COM Stock 478160104 11285 72 SH SOLE 0 0 72 PROCTER AND GAMBLE CO COM Stock 742718109 68272 465 SH SOLE 0 0 465 COCA COLA CO COM Stock 191216100 8721 148 SH SOLE 0 0 148 GENERAL MLS INC COM Stock 370334104 651 10 SH SOLE 0 0 10 UNITED PARCEL SERVICE INC CL B Stock 911312106 10219 65 SH SOLE 0 0 65 NETFLIX INC COM Stock 64110L106 24344 50 SH SOLE 0 0 50 SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST ETF 78467X109 185043 491 SH SOLE 0 0 491 CAPITOL FED FINL INC COM Stock 14057J101 1457 226 SH SOLE 0 0 226 MERCK & CO INC COM Stock 58933Y105 65084 597 SH SOLE 0 0 597 SPDR S&P 500 ETF TRUST ETF 78462F103 5228 11 SH SOLE 0 0 11 INNOVATIVE INDL PPTYS INC COM REIT 45781V101 2016 20 SH SOLE 0 0 20 CORNING INC COM Stock 219350105 913 30 SH SOLE 0 0 30 VERIZON COMMUNICATIONS INC COM Stock 92343V104 12177 323 SH SOLE 0 0 323 FEDEX CORP COM Stock 31428X106 13660 54 SH SOLE 0 0 54 ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 50618 617 SH SOLE 0 0 617 OKTA INC CL A Stock 679295105 2715 30 SH SOLE 0 0 30 FORD MTR CO DEL COM Stock 345370860 24380 2000 SH SOLE 0 0 2000 US BANCORP DEL COM NEW Stock 902973304 5842 135 SH SOLE 0 0 135 XCEL ENERGY INC COM Stock 98389B100 59185 956 SH SOLE 0 0 956 HOME DEPOT INC COM Stock 437076102 21832 63 SH SOLE 0 0 63 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 207576 891 SH SOLE 0 0 891 DARE BIOSCIENCE INC COM Stock 23666P101 3522 11400 SH SOLE 0 0 11400 BRIGHTHOUSE FINL INC COM Stock 10922N103 1323 25 SH SOLE 0 0 25 SCHWAB U.S. SMALL-CAP ETF ETF 808524607 5907919 125061 SH SOLE 0 0 125061 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 445053 1468 SH SOLE 0 0 1468 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 38 0 SH SOLE 0 0 0 LUMEN TECHNOLOGIES INC COM Stock 550241103 47 26 SH SOLE 0 0 26 VIRGIN GALACTIC HOLDINGS INC COM Stock 92766K106 2450 1000 SH SOLE 0 0 1000 ISHARES CORE S&P SMALL CAP ETF ETF 464287804 6227983 57533 SH SOLE 0 0 57533 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 219702 616 SH SOLE 0 0 616 PURPLE INNOVATION INC COM Stock 74640Y106 1978 1921 SH SOLE 0 0 1921 OREILLY AUTOMOTIVE INC COM Stock 67103H107 8550 9 SH SOLE 0 0 9 CSX CORP COM Stock 126408103 10921 315 SH SOLE 0 0 315 MICROSOFT CORP COM Stock 594918104 24686 65 SH SOLE 0 0 65 WARNER BROS DISCOVERY INC COM SER A Stock 934423104 2332 205 SH SOLE 0 0 205 ARES CAPITAL CORP COM CEF 04010L103 600 30 SH SOLE 0 0 30 ANDERSONS INC COM Stock 034164103 2416 42 SH SOLE 0 0 42 BOEING CO COM Stock 097023105 5473 21 SH SOLE 0 0 21 VANGUARD MID-CAP ETF ETF 922908629 2154173 9259 SH SOLE 0 0 9259 TESLA INC COM Stock 88160R101 90198 363 SH SOLE 0 0 363 FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605 2256 60 SH SOLE 0 0 60 MODERNA INC COM Stock 60770K107 5469 55 SH SOLE 0 0 55 TANGER INC COM REIT 875465106 13860 500 SH SOLE 0 0 500 VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702 10679010 22064 SH SOLE 0 0 22064 KKR & CO INC COM Stock 48251W104 2071 25 SH SOLE 0 0 25 LYONDELLBASELL INDUSTRIES N V SHS - A - Stock N53745100 14642 154 SH SOLE 0 0 154 VANGUARD S&P 500 ETF ETF 922908363 84739 194 SH SOLE 0 0 194 INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER ETF 45782C573 22386 650 SH SOLE 0 0 650 PPL CORP COM Stock 69351T106 7804 288 SH SOLE 0 0 288 SPIRIT AIRLS INC COM Stock 848577102 180 11 SH SOLE 0 0 11 SELECTQUOTE INC COM Stock 816307300 253 185 SH SOLE 0 0 185 ISHARES FLOATING RATE BOND ETF ETF 46429B655 50620 1000 SH SOLE 0 0 1000 SONY GROUP CORP SPONSORED ADR ADR 835699307 11173 118 SH SOLE 0 0 118 AMERICAN ELEC PWR CO INC COM Stock 025537101 46376 571 SH SOLE 0 0 571 GLADSTONE LD CORP COM REIT 376549101 12658 876 SH SOLE 0 0 876 ADVISORSHARES PURE US CANNABIS ETF ETF 00768Y453 1086 155 SH SOLE 0 0 155 VIATRIS INC COM Stock 92556V106 552 51 SH SOLE 0 0 51 SPIRIT AEROSYSTEMS HLDGS INC COM CL A Stock 848574109 13347 420 SH SOLE 0 0 420 C3 AI INC CL A Stock 12468P104 1435 50 SH SOLE 0 0 50 PROSHARES SHORT VIX SHORT-TERM FUTURES ETF ETF 74347W130 7755 75 SH SOLE 0 0 75 SCHWAB US DIVIDEND EQUITY ETF ETF 808524797 27178 357 SH SOLE 0 0 357 ALSET INC COM Stock 02115D208 345 335 SH SOLE 0 0 335 VANECK SOCIAL SENTIMENT ETF ETF 92189H839 747 40 SH SOLE 0 0 40 ROBLOX CORP CL A Stock 771049103 731 16 SH SOLE 0 0 16 COINBASE GLOBAL INC COM CL A Stock 19260Q107 5739 33 SH SOLE 0 0 33 ORGANON & CO COMMON STOCK Stock 68622V106 836 58 SH SOLE 0 0 58 VISA INC COM CL A Stock 92826C839 137464 528 SH SOLE 0 0 528 SENTINELONE INC CL A Stock 81730H109 2744 100 SH SOLE 0 0 100 KRISPY KREME INC COM Stock 50101L106 845 56 SH SOLE 0 0 56 HERSHEY CO COM Stock 427866108 10627 57 SH SOLE 0 0 57 LUCID GROUP INC COM Stock 549498103 33 8 SH SOLE 0 0 8 LI-CYCLE HOLDINGS CORP COMMON SHARES Stock 50202P105 321 550 SH SOLE 0 0 550 UNITED STATES OIL FUND LP ETF 91232N207 9997 150 SH SOLE 0 0 150 KYNDRYL HLDGS INC COMMON STOCK Stock 50155Q100 872 42 SH SOLE 0 0 42 FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF ETF 886364637 0 0 SH SOLE 0 0 0 RIVIAN AUTOMOTIVE INC COM CL A Stock 76954A103 3519 150 SH SOLE 0 0 150 ORION OFFICE REIT INC COM REIT 68629Y103 85 15 SH SOLE 0 0 15 META PLATFORMS INC CL A Stock 30303M102 37873 107 SH SOLE 0 0 107 SYMBOTIC INC CLASS A COM Stock 87151X101 5133 100 SH SOLE 0 0 100 CARLYLE GROUP INC COM Stock 14316J108 908 22 SH SOLE 0 0 22 INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETF ETF 45783Y699 5258 171 SH SOLE 0 0 171 WP CAREY INC COM REIT 92936U109 3110 48 SH SOLE 0 0 48 METLIFE INC COM Stock 59156R108 11705 177 SH SOLE 0 0 177 INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF ETF 46138E362 88636 2090 SH SOLE 0 0 2090 NVIDIA CORPORATION COM Stock 67066G104 38131 77 SH SOLE 0 0 77 ARCHER DANIELS MIDLAND CO COM Stock 039483102 12638 175 SH SOLE 0 0 175 UNITED STATES COPPER INDEX FUND ETF 911718104 4828 200 SH SOLE 0 0 200 NORWEGIAN CRUISE LINE HLDG LTD SHS Stock G66721104 380 19 SH SOLE 0 0 19 HEICO CORP NEW COM Stock 422806109 8943 50 SH SOLE 0 0 50 MACYS INC COM Stock 55616P104 201 10 SH SOLE 0 0 10 ALLETE INC COM NEW Stock 018522300 4281 70 SH SOLE 0 0 70 T-MOBILE US INC COM Stock 872590104 4168 26 SH SOLE 0 0 26 MGM RESORTS INTERNATIONAL COM Stock 552953101 804 18 SH SOLE 0 0 18 CISCO SYS INC COM Stock 17275R102 1713 33 SH SOLE 0 0 33 CAPITAL ONE FINL CORP COM Stock 14040H105 3278 25 SH SOLE 0 0 25 GLOBAL NET LEASE INC COM NEW REIT 379378201 5313 534 SH SOLE 0 0 534 AT&T INC COM Stock 00206R102 14410 858 SH SOLE 0 0 858 CLEAN ENERGY FUELS CORP COM Stock 184499101 612 160 SH SOLE 0 0 160 ISHARES CORE S&P 500 ETF ETF 464287200 37417096 78339 SH SOLE 0 0 78339 TEXAS PACIFIC LAND CORPORATION COM Stock 88262P102 34593 22 SH SOLE 0 0 22 ONEOK INC NEW COM Stock 682680103 10884 155 SH SOLE 0 0 155 WELLS FARGO CO NEW COM Stock 949746101 5807 118 SH SOLE 0 0 118 SALESFORCE INC COM Stock 79466L302 789 3 SH SOLE 0 0 3 LOCKHEED MARTIN CORP COM Stock 539830109 5892 13 SH SOLE 0 0 13 JPMORGAN CHASE & CO COM Stock 46625H100 1851 10 SH SOLE 0 0 10 CHEVRON CORP NEW COM Stock 166764100 1491 10 SH SOLE 0 0 10 BANK AMERICA CORP COM Stock 060505104 8349 247 SH SOLE 0 0 247 WALMART INC COM Stock 931142103 1576 10 SH SOLE 0 0 10 WISDOMTREE U.S. LARGECAP FUND ETF 97717W588 253732 5063 SH SOLE 0 0 5063 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 32219 197 SH SOLE 0 0 197 RTX CORPORATION COM Stock 75513E101 2692 32 SH SOLE 0 0 32 TARGET CORP COM Stock 87612E106 2848 20 SH SOLE 0 0 20 PFIZER INC COM Stock 717081103 11976 416 SH SOLE 0 0 416 3M CO COM Stock 88579Y101 17272 158 SH SOLE 0 0 158 GILEAD SCIENCES INC COM Stock 375558103 1854 22 SH SOLE 0 0 22 AMERICAN EXPRESS CO COM Stock 025816109 3746 20 SH SOLE 0 0 20 ALLY FINL INC COM Stock 02005N100 3492 100 SH SOLE 0 0 100 ISHARES 20 YEAR TREASURY BOND ETF ETF 464287432 4944 50 SH SOLE 0 0 50 ISHARES CORE DIVIDEND GROWTH ETF ETF 46434V621 11194873 208005 SH SOLE 0 0 208005 TRIMBLE INC COM Stock 896239100 10640 200 SH SOLE 0 0 200 BROOKFIELD INFRAST PARTNERS LP LP INT UNIT Stock G16252101 21255 675 SH SOLE 0 0 675 CYBERARK SOFTWARE LTD SHS Stock M2682V108 7447 34 SH SOLE 0 0 34 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR ADR 03524A108 3941 61 SH SOLE 0 0 61 PLUG POWER INC COM NEW Stock 72919P202 1350 300 SH SOLE 0 0 300 COMPASS MINERALS INTL INC COM Stock 20451N101 3038 120 SH SOLE 0 0 120 BRISTOL-MYERS SQUIBB CO COM Stock 110122108 8568 167 SH SOLE 0 0 167 SHAKE SHACK INC CL A Stock 819047101 2594 35 SH SOLE 0 0 35 REALTY INCOME CORP COM REIT 756109104 9129 159 SH SOLE 0 0 159 ALTRIA GROUP INC COM Stock 02209S103 9157 227 SH SOLE 0 0 227 EXXON MOBIL CORP COM Stock 30231G102 14097 141 SH SOLE 0 0 141 UNITEDHEALTH GROUP INC COM Stock 91324P102 17723 33 SH SOLE 0 0 33 ARK INNOVATION ETF ETF 00214Q104 11154 213 SH SOLE 0 0 213 DEERE & CO COM Stock 244199105 42386 106 SH SOLE 0 0 106 SOUTHWEST AIRLS CO COM Stock 844741108 8548 296 SH SOLE 0 0 296 PAYPAL HLDGS INC COM Stock 70450Y103 3070 50 SH SOLE 0 0 50 ISHARES CORE S&P MID-CAP ETF ETF 464287507 6366721 22972 SH SOLE 0 0 22972 INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF ETF 46090F100 62510 4700 SH SOLE 0 0 4700 APPLE INC COM Stock 037833100 340841 1770 SH SOLE 0 0 1770 DISNEY WALT CO COM Stock 254687106 9209 102 SH SOLE 0 0 102 ISHARES RUSSELL 1000 ETF ETF 464287622 603198 2300 SH SOLE 0 0 2300 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 63290 383 SH SOLE 0 0 383 DOMINOS PIZZA INC COM Stock 25754A201 3297 8 SH SOLE 0 0 8