Filed: 5/5/2025ACC: 0001641866-25-000006
📋 What this filing means
IFP ADVISORS, INC filed this quarterly 13F‑HR report disclosing 4312 equity positions with a total reported market value of $3.24B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4312
Positions
$3.24B
Total AUM (reported)
53.77M
Total Shares
Allocation by class
CS$2.07B63.8%
MC$1.15B35.6%
MF$16.78M0.5%
RE$2.36M0.1%
CP$266.6K0.0%
1L$186.8K0.0%
WT$11.8K0.0%
Portfolio Concentration
Top 3$215.06M6.6%
4–10$259.67M8.0%
11–25$355.21M11.0%
Rest$2.41B74.4%
Top 3 weight
6.6%
Top 10 weight
14.6%
Voting Authority Distribution
Total shares with voting rights: 53.77M
Sole
Full voting authority
53.77M
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)
Sole4312
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4312
Rows:
APPLE INC
SOLEShares424.27K
TypeSH
Market value$94.25M
2.91%
Sole
424.27K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares130.37K
TypeSH
Market value$61.14M
1.89%
Sole
130.37K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares160.82K
TypeSH
Market value$59.66M
1.84%
Sole
160.82K
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares770.06K
TypeSH
Market value$46.08M
1.42%
Sole
770.06K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares378.35K
TypeSH
Market value$41.01M
1.26%
Sole
378.35K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares103.66K
TypeSH
Market value$38.93M
1.20%
Sole
103.66K
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares550.77K
TypeSH
Market value$36.22M
1.12%
Sole
550.77K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares60.40K
TypeSH
Market value$33.79M
1.04%
Sole
60.40K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares168.58K
TypeSH
Market value$32.07M
0.99%
Sole
168.58K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares535.50K
TypeSH
Market value$31.57M
0.97%
Sole
535.50K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares393.76K
TypeSH
Market value$31.45M
0.97%
Sole
393.76K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares102.91K
TypeSH
Market value$27.87M
0.86%
Sole
102.91K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares49.32K
TypeSH
Market value$27.71M
0.85%
Sole
49.32K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares48.41K
TypeSH
Market value$25.78M
0.79%
Sole
48.41K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares146.29K
TypeSH
Market value$25.34M
0.78%
Sole
146.29K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares668.62K
TypeSH
Market value$24.34M
0.75%
Sole
668.62K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares932.52K
TypeSH
Market value$23.35M
0.72%
Sole
932.52K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares109.42K
TypeSH
Market value$22.59M
0.70%
Sole
109.42K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares42.83K
TypeSH
Market value$22.01M
0.68%
Sole
42.83K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares783.75K
TypeSH
Market value$21.91M
0.68%
Sole
783.75K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares265.49K
TypeSH
Market value$21.70M
0.67%
Sole
265.49K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares834.62K
TypeSH
Market value$20.66M
0.64%
Sole
834.62K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares170.18K
TypeSH
Market value$20.24M
0.62%
Sole
170.18K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares771.85K
TypeSH
Market value$20.22M
0.62%
Sole
771.85K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares395.49K
TypeSH
Market value$20.02M
0.62%
Sole
395.49K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | cs | 424.27K | SH | $94.25M 2.91% | 424.27K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | cs | 130.37K | SH | $61.14M 1.89% | 130.37K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | cs | 160.82K | SH | $59.66M 1.84% | 160.82K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | mc | 770.06K | SH | $46.08M 1.42% | 770.06K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | cs | 378.35K | SH | $41.01M 1.26% | 378.35K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | cs | 103.66K | SH | $38.93M 1.20% | 103.66K | 0.00 | 0.00 |
SPDR SER TRSOLE | cs | 550.77K | SH | $36.22M 1.12% | 550.77K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | cs | 60.40K | SH | $33.79M 1.04% | 60.40K | 0.00 | 0.00 |
AMAZON COM INCSOLE | cs | 168.58K | SH | $32.07M 0.99% | 168.58K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | mc | 535.50K | SH | $31.57M 0.97% | 535.50K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | mc | 393.76K | SH | $31.45M 0.97% | 393.76K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 102.91K | SH | $27.87M 0.86% | 102.91K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 49.32K | SH | $27.71M 0.85% | 49.32K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | cs | 48.41K | SH | $25.78M 0.79% | 48.41K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | mc | 146.29K | SH | $25.34M 0.78% | 146.29K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | cs | 668.62K | SH | $24.34M 0.75% | 668.62K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | cs | 932.52K | SH | $23.35M 0.72% | 932.52K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | cs | 109.42K | SH | $22.59M 0.70% | 109.42K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | mc | 42.83K | SH | $22.01M 0.68% | 42.83K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | mc | 783.75K | SH | $21.91M 0.68% | 783.75K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 265.49K | SH | $21.70M 0.67% | 265.49K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | mc | 834.62K | SH | $20.66M 0.64% | 834.62K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | cs | 170.18K | SH | $20.24M 0.62% | 170.18K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | mc | 771.85K | SH | $20.22M 0.62% | 771.85K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | mc | 395.49K | SH | $20.02M 0.62% | 395.49K | 0.00 | 0.00 |
Page 1 of 173
…