IFP Advisors, Inc
Top Portfolio Positions
3,253 positions ·
$2,060,983,763 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
485,256 | $123,153,120 | 5.98% | |
| NVDA |
Nvidia Corp
Technology
|
651,842 | $113,681,244 | 5.52% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
330,873 | $68,910,919 | 3.34% | |
| MSFT |
Microsoft Corp
Technology
|
174,800 | $64,705,716 | 3.14% | |
| SPY |
Spdr S&P 500 ETF Trust
|
88,760 | $57,724,178 | 2.80% | |
| 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 SWIM
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $802,841 | 149,505 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $949,413 | 149,514 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,257,323 | 296,626 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $944,310 | 148,011 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $953,626 | 148,309 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $41 | 6 | Shares | Sole | 2025-02-04 | |
| No 13F history on record for this holder in this stock. | ||||||