IFP Advisors, Inc 13F Holdings
CIK 0001641866 · TAMPA, FL
As of Jun 30, 2025, IFP Advisors, Inc reported 4,929 positions worth $2.3B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 432,458 | $88.7M | 3.81% |
| NVIDIA CORP | NVDA | Technology | 379,494 | $60.0M | 2.58% |
| SPDR S&P 500 ETF TRUST | SPY | — | 86,255 | $53.3M | 2.29% |
| MICROSOFT CORP | MSFT | Technology | 101,739 | $50.6M | 2.18% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 90,336 | $49.8M | 2.14% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 113,281 | $49.7M | 2.13% |
| FIRST TRUST ENHANCED SHORT MATURITY ETF | FTSM | — | 756,990 | $45.3M | 1.95% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 561,432 | $40.8M | 1.75% |
| AMAZON.COM INC | AMZN | Equity | 163,455 | $35.9M | 1.54% |
| ISHARES GOLD TRUST | IAU | — | 550,542 | $34.3M | 1.47% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 398,183 | $33.3M | 1.43% |
| ISHARES CORE S&P 500 ETF | IVV | — | 51,846 | $32.2M | 1.38% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 783,624 | $31.7M | 1.36% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 163,405 | $29.7M | 1.28% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 948,148 | $27.7M | 1.19% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 240,326 | $26.5M | 1.14% |
| ISHARES S&P 100 ETF | OEF | — | 84,456 | $25.7M | 1.10% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 49,064 | $23.8M | 1.02% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 130,413 | $23.8M | 1.02% |
| VANGUARD 500 INDEX FUND | VOO | — | 41,889 | $23.8M | 1.02% |
| FIRST TRUST SMITH UNCONSTRAINED BOND ETF | UCON | — | 948,605 | $23.6M | 1.01% |
| ISHARES MSCI EAFE ETF | EFA | — | 258,511 | $23.1M | 0.99% |
| META PLATFORMS INC | META | Communication Services | 31,069 | $23.0M | 0.99% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 33,328 | $22.2M | 0.95% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 784,723 | $22.0M | 0.95% |