IFP Advisors, Inc
Top Portfolio Positions
3,234 positions ·
$2,040,368,290 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
485,256 | $123,153,120 | 6.04% |
| NVDA |
Nvidia Corp
Technology
|
651,842 | $113,681,244 | 5.57% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
330,873 | $68,910,919 | 3.38% |
| MSFT |
Microsoft Corp
Technology
|
174,800 | $64,705,716 | 3.17% |
| SPY |
Spdr S&P 500 Etf Trust
|
88,760 | $57,724,178 | 2.83% |
| QQQ |
Invesco Qqq Trust, Series 1
|
94,747 | $54,686,073 | 2.68% |
| IAU |
Ishares Gold Trust
|
566,853 | $49,973,760 | 2.45% |
| GOOGL |
Alphabet Inc.
Communication Services
|
165,774 | $47,669,971 | 2.34% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
30,884 | $30,773,744 | 1.51% |
| AVGO |
Broadcom Inc.
Technology
|
90,843 | $28,116,816 | 1.38% |
Portfolio Trend
Holdings in WAL
Shares Held
Position Value (USD)
23 of 23 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,568 | 375 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $13,703 | 163 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $0 | 0 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $21,205 | 276 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $23,057 | 276 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $22,314 | 258 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $24,562 | 391 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $175,046 | 2,727 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $3,421 | 52 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $2,298 | 50 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $15,499 | 425 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,353 | 432 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $72,305 | 1,214 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $42,468 | 646 | Shares | Sole | 2022-11-08 | |
| 2022-03-31 | $2,733 | 33 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $3,552 | 33 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $3,699 | 34 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $12,163 | 131 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $14,071 | 149 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,297 | 55 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $61,817 | 1,955 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $74,035 | 1,955 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $59,842 | 1,955 | Shares | Sole | 2020-05-12 | |
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