Filed: 2/4/2025ACC: 0001641866-25-000004
📋 What this filing means
IFP ADVISORS, INC filed this quarterly 13F‑HR report disclosing 4609 equity positions with a total reported market value of $3.05B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4609
Positions
$3.05B
Total AUM (reported)
52.20M
Total Shares
Allocation by class
CS$1.98B64.7%
MC$1.05B34.3%
MF$23.61M0.8%
RE$2.61M0.1%
CA$1.40M0.0%
CP$310.5K0.0%
1L$239.7K0.0%
Portfolio Concentration
Top 3$203.38M6.7%
4–10$266.41M8.7%
11–25$355.38M11.6%
Rest$2.23B73.0%
Top 3 weight
6.7%
Top 10 weight
15.4%
Voting Authority Distribution
Total shares with voting rights: 52.20M
Sole
Full voting authority
52.20M
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)
Sole4609
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4609
Rows:
APPLE INC
SOLEShares338.41K
TypeSH
Market value$84.75M
2.78%
Sole
338.41K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares115.09K
TypeSH
Market value$67.45M
2.21%
Sole
115.09K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares100.08K
TypeSH
Market value$51.18M
1.68%
Sole
100.08K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares117.57K
TypeSH
Market value$48.26M
1.58%
Sole
117.57K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares348.85K
TypeSH
Market value$46.85M
1.53%
Sole
348.85K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares91.95K
TypeSH
Market value$38.76M
1.27%
Sole
91.95K
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares528.45K
TypeSH
Market value$36.43M
1.19%
Sole
528.45K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares157.45K
TypeSH
Market value$34.54M
1.13%
Sole
157.45K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares390.20K
TypeSH
Market value$31.58M
1.03%
Sole
390.20K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares1.22M
TypeSH
Market value$29.99M
0.98%
Sole
1.22M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares99.63K
TypeSH
Market value$28.78M
0.94%
Sole
99.63K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares822.19K
TypeSH
Market value$28.06M
0.92%
Sole
822.19K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares46.95K
TypeSH
Market value$27.64M
0.91%
Sole
46.95K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares135.45K
TypeSH
Market value$25.64M
0.84%
Sole
135.45K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares507.19K
TypeSH
Market value$25.11M
0.82%
Sole
507.19K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares893.09K
TypeSH
Market value$24.89M
0.82%
Sole
893.09K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares45.96K
TypeSH
Market value$24.77M
0.81%
Sole
45.96K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares100.75K
TypeSH
Market value$23.43M
0.77%
Sole
100.75K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares49.16K
TypeSH
Market value$22.28M
0.73%
Sole
49.16K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares769.71K
TypeSH
Market value$21.33M
0.70%
Sole
769.71K
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares352.95K
TypeSH
Market value$21.10M
0.69%
Sole
352.95K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares120.22K
TypeSH
Market value$21.07M
0.69%
Sole
120.22K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares163.20K
TypeSH
Market value$20.99M
0.69%
Sole
163.20K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares752.81K
TypeSH
Market value$20.57M
0.67%
Sole
752.81K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares487.19K
TypeSH
Market value$19.73M
0.65%
Sole
487.19K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | cs | 338.41K | SH | $84.75M 2.78% | 338.41K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | cs | 115.09K | SH | $67.45M 2.21% | 115.09K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | cs | 100.08K | SH | $51.18M 1.68% | 100.08K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | cs | 117.57K | SH | $48.26M 1.58% | 117.57K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | cs | 348.85K | SH | $46.85M 1.53% | 348.85K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | cs | 91.95K | SH | $38.76M 1.27% | 91.95K | 0.00 | 0.00 |
SPDR SER TRSOLE | cs | 528.45K | SH | $36.43M 1.19% | 528.45K | 0.00 | 0.00 |
AMAZON COM INCSOLE | cs | 157.45K | SH | $34.54M 1.13% | 157.45K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | mc | 390.20K | SH | $31.58M 1.03% | 390.20K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | mc | 1.22M | SH | $29.99M 0.98% | 1.22M | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 99.63K | SH | $28.78M 0.94% | 99.63K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | cs | 822.19K | SH | $28.06M 0.92% | 822.19K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 46.95K | SH | $27.64M 0.91% | 46.95K | 0.00 | 0.00 |
ALPHABET INCSOLE | cs | 135.45K | SH | $25.64M 0.84% | 135.45K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | mc | 507.19K | SH | $25.11M 0.82% | 507.19K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | cs | 893.09K | SH | $24.89M 0.82% | 893.09K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | mc | 45.96K | SH | $24.77M 0.81% | 45.96K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | cs | 100.75K | SH | $23.43M 0.77% | 100.75K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | cs | 49.16K | SH | $22.28M 0.73% | 49.16K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | mc | 769.71K | SH | $21.33M 0.70% | 769.71K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | mc | 352.95K | SH | $21.10M 0.69% | 352.95K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | mc | 120.22K | SH | $21.07M 0.69% | 120.22K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 163.20K | SH | $20.99M 0.69% | 163.20K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | mc | 752.81K | SH | $20.57M 0.67% | 752.81K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | mc | 487.19K | SH | $19.73M 0.65% | 487.19K | 0.00 | 0.00 |
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