Ifp Advisors, Inc Portfolio Holdings

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

Ifp Advisors, Inc has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.28 Billion distributed in 4930 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $88.7M, Nvidia Corp with a value of $60M, Spdr S&P 500 ETF Trust with a value of $53.3M, Microsoft Corp with a value of $50.6M, and Invesco Qqq Trust, Series 1 with a value of $49.8M.

Examining the 13F form we can see an increase of $211M in the current position value, from $3.07B to 3.28B. Also it can be appreciated an additional of 1149 stocks purchases and 339 closed positions.

Below you can find more details about Ifp Advisors, Inc portfolio as well as his latest detailed transactions.

Portfolio value $3.28 Billion

ETFs: $2.01 Billion

Technology: $392 Million

Financial Services: $165 Million

Consumer Cyclical: $120 Million

Industrials: $116 Million

Healthcare: $110 Million

Communication Services: $96.8 Million

Consumer Defensive: $89.3 Million

Other: $132 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AAPL Apple Inc. Technology	$3.26T	$88.7 Million 2.71% of portfolio	432,458	Q2 2025 Added 1.93%
NVDA Nvidia Corp Technology	$444B	$60 Million 1.83% of portfolio	379,494	Q2 2025 Added 0.3%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$53.3 Million 1.62% of portfolio	86,255	Q2 2025 Added 42.8%
MSFT Microsoft Corp Technology	$3.93T	$50.6 Million 1.54% of portfolio	101,739	Q2 2025 Reduced 1.86%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$49.8 Million 1.52% of portfolio	90,336	Q2 2025 Reduced 30.71%
VUG Vanguard Growth ETF ETFs	$0	$49.7 Million 1.51% of portfolio	113,281	Q2 2025 Reduced 29.56%
FTSM First Tr Enhanced Traded Fd Iv ETFs	$0	$45.3 Million 1.38% of portfolio	756,990	Q2 2025 Reduced 1.7%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$40.8 Million 1.24% of portfolio	561,432	Q2 2025 Added 1.94%
AMZN Amazon Com Inc Consumer Cyclical	$2.18T	$35.9 Million 1.09% of portfolio	163,455	Q2 2025 Reduced 3.04%
IAU Ishares Gold Trust ETFs	$54B	$34.3 Million 1.05% of portfolio	550,542	Q2 2025 Added 2.81%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$33.3 Million 1.02% of portfolio	398,183	Q2 2025 Added 1.12%
IVV Ishares Core S&P 500 ETF ETFs	$0	$32.2 Million 0.98% of portfolio	51,846	Q2 2025 Added 5.12%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$31.7 Million 0.97% of portfolio	783,624	Q2 2025 Added 17.2%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$29.7 Million 0.91% of portfolio	163,405	Q2 2025 Added 11.7%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$27.7 Million 0.84% of portfolio	948,148	Q2 2025 Added 1.68%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$26.5 Million 0.81% of portfolio	240,326	Q2 2025 Added 572.22%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$611B	$23.8 Million 0.73% of portfolio	49,064	Q2 2025 Added 1.36%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$23.8 Million 0.73% of portfolio	130,413	Q2 2025 Added 62.23%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$23.8 Million 0.73% of portfolio	41,889	Q2 2025 Reduced 2.19%
UCON First Tr ETF Viii Tcw Unconstr ETFs	$0	$23.6 Million 0.72% of portfolio	948,605	Q2 2025 Added 13.66%
META Meta Platforms, Inc. Communication Services	$1.72T	$22.9 Million 0.7% of portfolio	31,069	Q2 2025 Added 16.72%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$23.1 Million 0.7% of portfolio	258,511	Q2 2025 Reduced 2.63%
OEF Ishares S&P 100 ETF ETFs	$0	$22.5 Million 0.69% of portfolio	84,456	Q2 2025 Reduced 17.93%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$22 Million 0.67% of portfolio	784,723	Q2 2025 Added 1.67%
VGT Vanguard Information Technolog ETFs	$0	$22.1 Million 0.67% of portfolio	33,328	Q2 2025 Added 7.77%
GOOGL Alphabet Inc. Communication Services	$1.16T	$21.6 Million 0.66% of portfolio	122,414	Q2 2025 Reduced 2.25%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$21.5 Million 0.66% of portfolio	812,290	Q2 2025 Added 3.64%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$20.6 Million 0.63% of portfolio	407,436	Q2 2025 Added 3.02%
VTV Vanguard Value ETF ETFs	$0	$20.6 Million 0.63% of portfolio	116,437	Q2 2025 Added 100.2%
COST Costco Wholesale Corp Consumer Defensive	$418B	$20.4 Million 0.62% of portfolio	20,593	Q2 2025 Added 4.96%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$20.5 Million 0.62% of portfolio	151,526	Q2 2025 Reduced 4.76%
ITA Ishares Tr ETFs	$0	$20.5 Million 0.62% of portfolio	108,474	Q2 2025 Added 220.64%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$19.9 Million 0.61% of portfolio	225,893	Q2 2025 Added 369.38%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$19.8 Million 0.6% of portfolio	148,414	Q2 2025 Added 2.93%
VIG Vanguard Dividend Appreciation ETFs	$0	$18.1 Million 0.55% of portfolio	99,562	Q2 2025 Added 5.39%
CGGR Capital Group Growth ETF Shs C ETFs	$0	$17.3 Million 0.53% of portfolio	425,110	Q2 2025 Added 11.18%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$17.3 Million 0.53% of portfolio	328,649	Q2 2025 Added 8.45%
AVGO Broadcom Inc. Technology	$119B	$17.2 Million 0.52% of portfolio	62,333	Q2 2025 Added 16.68%
XOM Exxon Mobil Corp Energy	$447B	$17.1 Million 0.52% of portfolio	158,450	Q2 2025 Reduced 6.89%
CGDV Capital Group Divid Value ETF ETFs	$0	$16.4 Million 0.5% of portfolio	415,270	Q2 2025 Added 9.83%
V Visa Inc. Financial Services	$552B	$15.5 Million 0.47% of portfolio	43,664	Q2 2025 Added 6.59%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$15.1 Million 0.46% of portfolio	175,756	Q2 2025 Added 1.77%
GOOG Alphabet Inc. Communication Services	$1.19T	$14.4 Million 0.44% of portfolio	81,349	Q2 2025 Added 4.45%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$14.5 Million 0.44% of portfolio	592,045	Q2 2025 Added 4.56%
CGUS Capital Group Core Equity ETF	$0	$14.1 Million 0.43% of portfolio	380,451	Q2 2025 Added 10.51%
IEFA Ishares Tr ETFs	$0	$13.5 Million 0.41% of portfolio	161,692	Q2 2025 Added 18.98%
JPM Jpmorgan Chase & CO Financial Services	$855B	$13.4 Million 0.41% of portfolio	46,303	Q2 2025 Added 1.28%
GSEW Goldman Sachs Tr Eql Weight Us ETFs	$0	$13.1 Million 0.4% of portfolio	161,088	Q2 2025 Added 0.86%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$12.3 Million 0.38% of portfolio	516,353	Q2 2025 Added 2.01%
HD Home Depot, Inc. Consumer Cyclical	$395B	$12 Million 0.37% of portfolio	32,760	Q2 2025 Added 20.76%

Summary

Portfolio
No. of Stocks 4,930
Current Value $3.28 Billion
Prior Value $3.07 Billion
Filing
Period Q2 2025
Filing Date July 24, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 1,149 stocks
Additional Purchases 1,779 stocks
Sold out of 339 stocks
Reduced holdings in 1,186 stocks

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