IFP Advisors, Inc

CIK

1641866

City

TAMPA

State / Country

Stock

SUN — Sunoco LP

Top Portfolio Positions

3,250 positions · $2,065,966,371 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

20 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$113,112	1,741	+54.9%	Shares	Sole	2026-04-13
2025-12-31	$58,908	1,124	+8.2%	Shares	Sole	2026-02-06
2025-09-30	$51,960	1,039	-48.4%	Shares	Sole	2026-02-06
2025-06-30	$107,930	2,014	-29.7%	Shares	Sole	2025-07-24
2025-03-31	$166,341	2,865	+17.1%	Shares	Sole	2025-05-05
2024-12-31	$125,822	2,446	+112.5%	Shares	Sole	2025-02-04
2024-09-30	$61,785	1,151	-11.1%	Shares	Sole	2025-02-04
2024-06-30	$73,219	1,295	+294.8%	Shares	Sole	2024-07-30
2023-03-31	$14,395	328	-47.8%	Shares	Sole	2023-04-18
2022-12-31	$27,066	628	-16.3%	Shares	Sole	2023-02-07
2022-09-30	$29,227	750	+66.7%	Shares	Sole	2022-11-08
2022-03-31	$18,378	450	+37.2%	Shares	Sole	2022-08-08
2021-12-31	$13,392	328	0.0%	Shares	Sole	2022-01-12
2021-09-30	$12,240	328	—	Shares	Sole	2021-10-06
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
2020-03-31	$0	0	—	Shares	Sole	2020-05-12
No 13F history on record for this holder in this stock.