Filed: 2/4/2025ACC: 0001641866-25-000003
📋 What this filing means
IFP ADVISORS, INC filed this quarterly 13F‑HR report disclosing 3318 equity positions with a total reported market value of $2.77B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3318
Positions
$2.77B
Total AUM (reported)
57.31M
Total Shares
Allocation by class
CS$1.66B59.8%
MC$1.07B38.4%
MF$30.21M1.1%
CA$14.02M0.5%
RE$2.71M0.1%
CP$304.8K0.0%
1L$144.7K0.0%
Portfolio Concentration
Top 3$172.55M6.2%
4–10$238.27M8.6%
11–25$327.87M11.8%
Rest$2.04B73.4%
Top 3 weight
6.2%
Top 10 weight
14.8%
Voting Authority Distribution
Total shares with voting rights: 57.31M
Sole
Full voting authority
57.31M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole3318
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings3318
Rows:
APPLE INC
SOLEShares309.23K
TypeSH
Market value$72.05M
2.60%
Sole
309.23K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares106.23K
TypeSH
Market value$51.86M
1.87%
Sole
106.23K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares84.77K
TypeSH
Market value$48.64M
1.75%
Sole
84.77K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares119.91K
TypeSH
Market value$46.04M
1.66%
Sole
119.91K
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares530.69K
TypeSH
Market value$35.84M
1.29%
Sole
530.69K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares77.31K
TypeSH
Market value$33.27M
1.20%
Sole
77.31K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares399.66K
TypeSH
Market value$33.26M
1.20%
Sole
399.66K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares259.09K
TypeSH
Market value$31.47M
1.13%
Sole
259.09K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares1.17M
TypeSH
Market value$29.36M
1.06%
Sole
1.17M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares50.35K
TypeSH
Market value$29.04M
1.05%
Sole
50.35K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares102.44K
TypeSH
Market value$28.35M
1.02%
Sole
102.44K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares713.27K
TypeSH
Market value$26.79M
0.97%
Sole
713.27K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares124.95K
TypeSH
Market value$23.28M
0.84%
Sole
124.95K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares218.45K
TypeSH
Market value$22.76M
0.82%
Sole
218.45K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares42.45K
TypeSH
Market value$22.40M
0.81%
Sole
42.45K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares259.73K
TypeSH
Market value$21.72M
0.78%
Sole
259.73K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares45.87K
TypeSH
Market value$21.11M
0.76%
Sole
45.87K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares253.38K
TypeSH
Market value$21.05M
0.76%
Sole
253.38K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares420.64K
TypeSH
Market value$20.91M
0.75%
Sole
420.64K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares90.25K
TypeSH
Market value$20.38M
0.73%
Sole
90.25K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares161.62K
TypeSH
Market value$20.30M
0.73%
Sole
161.62K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares112.31K
TypeSH
Market value$20.12M
0.73%
Sole
112.31K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares121K
TypeSH
Market value$20.07M
0.72%
Sole
121K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares228.69K
TypeSH
Market value$19.33M
0.70%
Sole
228.69K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares380.05K
TypeSH
Market value$19.28M
0.70%
Sole
380.05K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | cs | 309.23K | SH | $72.05M 2.60% | 309.23K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | mc | 106.23K | SH | $51.86M 1.87% | 106.23K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | cs | 84.77K | SH | $48.64M 1.75% | 84.77K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | cs | 119.91K | SH | $46.04M 1.66% | 119.91K | 0.00 | 0.00 |
SPDR SER TRSOLE | cs | 530.69K | SH | $35.84M 1.29% | 530.69K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | cs | 77.31K | SH | $33.27M 1.20% | 77.31K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | mc | 399.66K | SH | $33.26M 1.20% | 399.66K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | cs | 259.09K | SH | $31.47M 1.13% | 259.09K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | mc | 1.17M | SH | $29.36M 1.06% | 1.17M | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 50.35K | SH | $29.04M 1.05% | 50.35K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 102.44K | SH | $28.35M 1.02% | 102.44K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | cs | 713.27K | SH | $26.79M 0.97% | 713.27K | 0.00 | 0.00 |
AMAZON COM INCSOLE | cs | 124.95K | SH | $23.28M 0.84% | 124.95K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | cs | 218.45K | SH | $22.76M 0.82% | 218.45K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | mc | 42.45K | SH | $22.40M 0.81% | 42.45K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 259.73K | SH | $21.72M 0.78% | 259.73K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | cs | 45.87K | SH | $21.11M 0.76% | 45.87K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | mc | 253.38K | SH | $21.05M 0.76% | 253.38K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | mc | 420.64K | SH | $20.91M 0.75% | 420.64K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | cs | 90.25K | SH | $20.38M 0.73% | 90.25K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 161.62K | SH | $20.30M 0.73% | 161.62K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | mc | 112.31K | SH | $20.12M 0.73% | 112.31K | 0.00 | 0.00 |
ALPHABET INCSOLE | cs | 121K | SH | $20.07M 0.72% | 121K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | mc | 228.69K | SH | $19.33M 0.70% | 228.69K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | mc | 380.05K | SH | $19.28M 0.70% | 380.05K | 0.00 | 0.00 |
Page 1 of 133
…