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 STRW
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $59,595 | 5,008 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $65,604 | 5,008 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $61,598 | 5,008 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $52,773 | 5,007 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $59,550 | 5,000 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $52,700 | 5,000 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $63,450 | 5,000 | Shares | Sole | 2025-02-04 | |
| No 13F history on record for this holder in this stock. | ||||||