IFP Advisors, Inc
Top Portfolio Positions
3,252 positions ·
$2,065,985,175 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
485,256 | $123,153,120 | 5.96% | |
| NVDA |
Nvidia Corp
Technology
|
651,842 | $113,681,244 | 5.50% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
330,873 | $68,910,919 | 3.34% | |
| MSFT |
Microsoft Corp
Technology
|
174,800 | $64,705,716 | 3.13% | |
| SPY |
Spdr S&P 500 ETF Trust
|
88,760 | $57,724,178 | 2.79% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
94,747 | $54,686,073 | 2.65% | |
| IAU |
Ishares Gold Trust
|
566,853 | $49,973,760 | 2.42% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
165,774 | $47,669,971 | 2.31% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
30,884 | $30,773,744 | 1.49% | |
| AVGO |
Broadcom Inc.
Technology
|
90,843 | $28,116,816 | 1.36% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MSBI
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $118,309 | 5,303 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $112,264 | 5,303 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $91,973 | 5,366 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $91,640 | 5,291 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $85,617 | 5,001 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $122,024 | 5,001 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $111,900 | 5,000 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $113,250 | 5,000 | Shares | Sole | 2024-07-30 | |
| 2022-12-31 | $5,430 | 204 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,215 | 94 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,259 | 94 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $2,712 | 94 | Shares | Sole | 2022-09-06 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| No 13F history on record for this holder in this stock. | ||||||