Notify me when IFP Advisors, Inc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 4,897 | $4,454,537,344 | +$703,069,711 | -$143,459,836 | +$559,609,875 | AAPL, NVDA, SPY, AMZN, VUG | 13F-HR | 06 Feb 2026, 10:33 |
| Q3 2025 | 4,841 | $3,850,691,396 | +$408,955,388 | -$273,493,974 | +$135,461,414 | AAPL, NVDA, VUG, SPY, QQQ | Restatement | 06 Feb 2026, 11:29 |
| Q2 2025 | 4,142 | $3,490,567,998 | +$432,675,115 | -$433,644,370 | -$969,255 | AAPL, NVDA, SPY, MSFT, QQQ | 13F-HR | 24 Jul 2025, 12:51 |
| Q1 2025 | 3,967 | $3,242,905,490 | +$495,610,445 | -$244,482,294 | +$251,128,151 | AAPL, QQQ, VUG, FTSM, NVDA | 13F-HR | 05 May 2025, 15:03 |
| Q4 2024 | 4,182 | $3,050,540,500 | +$522,938,393 | -$164,897,100 | +$358,041,293 | AAPL, SPY, QQQ, VUG, NVDA | 13F-HR | 04 Feb 2025, 10:58 |
| Q3 2024 | 3,307 | $2,762,441,543 | +$349,577,940 | -$234,707,014 | +$114,870,926 | AAPL, QQQ, SPY, VUG, SPLG | 13F-HR | 04 Feb 2025, 10:57 |
| Q2 2024 | 3,237 | $2,501,522,801 | +$418,766,600 | -$183,920,379 | +$234,846,221 | AAPL, QQQ, SPY, VUG, DGRW | 13F-HR | 30 Jul 2024, 10:59 |
| Q1 2024 | 3,132 | $2,280,185,444 | +$269,423,862 | -$236,752,292 | +$32,671,570 | AAPL, DGRW, QQQ, TLT, IVV | 13F-HR | 30 Jul 2024, 10:57 |
| Q4 2023 | 3,042 | $2,117,721,968 | +$257,197,910 | -$538,224,496 | -$281,026,586 | AAPL, FTSM, SPY, TLT, DGRW | 13F-HR | 09 Jan 2024, 13:21 |
| Q3 2023 | 3,305 | $2,224,375,977 | +$211,979,481 | -$296,328,966 | -$84,349,485 | USFR, FTSM, AAPL, SPY, DGRW | 13F-HR | 12 Oct 2023, 14:48 |
| Q2 2023 | 3,455 | $2,383,262,193 | $0 | $0 | $0 | AAPL, USFR, FTSM, SPY, TLT | New Holdings | 14 Aug 2023, 15:06 |
| Q2 2023 | 5,638 | $2,384,716,346 | $0 | $0 | $0 | AAPL, USFR, FTSM, SPY, TLT | 13F-HR | 04 Aug 2023, 09:55 |
| Q1 2023 | 3,363 | $1,081,608,231 | $0 | $0 | $0 | USFR, FTSM, FIXD, BIL, TLT | 13F-HR | 18 Apr 2023, 10:19 |
| Q4 2022 | 4,600 | $1,557,735,004 | $0 | $0 | $0 | BIL, FTSM, BND, USFR, MINT | 13F-HR | 07 Feb 2023, 12:40 |
| Q3 2022 | 4,788 | $1,546,256,002 | $0 | $0 | $0 | BIL, MINT, FTSM, XLE, JPST | 13F-HR | 08 Nov 2022, 11:36 |
| Q2 2022 | 4,556 | $1,354,235,002 | $0 | $0 | $0 | VEA, MINT, FTGC, JPST, XLE | New Holdings | 06 Sep 2022, 10:05 |
| Q2 2022 | 4,600 | $1,354,386,002 | $0 | $0 | $0 | VEA, MINT, FTGC, JPST, XLE | 13F-HR | 12 Aug 2022, 09:23 |
| Q1 2022 | 4,556 | $1,215,646,000 | $0 | $0 | $0 | VEA, MINT, JPST, XLE, SCHG | New Holdings | 06 Sep 2022, 10:26 |
| Q1 2022 | 5,482 | $4,083,507,002 | $0 | $0 | $0 | GWG L BOND 03012021 2 YEARS 5.50, GWG L BOND 04012021 3 YEARS 6.25, GWG L BOND 04012021 2 YEARS 5.50, GWG L BOND 03012021 3 YEARS 6.25, GWG L BOND 02012021 2 YEARS 5.50 | 13F-HR | 08 Aug 2022, 12:41 |
| Q4 2021 | 3,319 | $5,095,780,002 | +$248,976,159 | -$285,778,159 | -$36,802,000 | GWG L BOND 03012021 2 YEARS 5.50, GWG L BOND 04012021 3 YEARS 6.25, GWG L BOND 04012021 2 YEARS 5.50, GWG L BOND 03012021 3 YEARS 6.25, GWG L BOND 02012021 2 YEARS 5.50 | 13F-HR | 12 Jan 2022, 12:29 |
| Q3 2021 | 3,293 | $4,933,506,002 | +$342,105,339 | -$227,440,571 | +$114,664,768 | GWG L BOND 03012021 2 YEARS 5.50, GWG L BOND 04012021 3 YEARS 6.25, GWG L BOND 04012021 2 YEARS 5.50, GWG L BOND 03012021 3 YEARS 6.25, GWG L BOND 02012021 2 YEARS 5.50 | 13F-HR | 06 Oct 2021, 10:44 |
| Q2 2021 | 3,004 | $4,831,098,000 | +$296,382,000 | -$697,340,955 | -$400,958,955 | GWG L BOND 03012021 2 YEARS 5.50, GWG L BOND 04012021 2 YEARS 5.50, GWG L BOND 04012021 3 YEARS 6.25, GWG L BOND 03012021 3 YEARS 6.25, GWG L BOND 02012021 2 YEARS 5.50 | 13F-HR | 13 Jul 2021, 15:22 |
| Q1 2021 | 2,937 | $5,137,826,000 | +$2,915,609,636 | -$318,939,495 | +$2,596,670,141 | GWG L BOND 03012021 2 YEARS 5.50, GWG L BOND 01012021 2 YEARS 5.50, GWG L BOND 04012021 2 YEARS 5.50, GWG L BOND 04012021 3 YEARS 6.25, GWG L BOND 03012021 3 YEARS 6.25 | 13F-HR | 30 Apr 2021, 14:17 |
| Q4 2020 | 2,881 | $2,466,460,000 | +$812,634,571 | -$156,414,845 | +$656,219,726 | GWG L BOND 01012021 2 YEARS 5.50, GWG L BOND 01012021 3 YEARS 6.25, GWG L BOND 09012020 2 YEARS 5.50, AAPL, GWG L BOND 10012020 3 YEARS 6.25 | 13F-HR | 25 Jan 2021, 16:14 |
| Q3 2020 | 2,784 | $1,674,586,000 | +$478,369,625 | -$125,784,913 | +$352,584,712 | GWG L BOND 09012020 2 YEARS 5.50, AAPL, GWG L BOND 10012020 5 YEARS 7.50, GWG L BOND 10012020 3 YEARS 6.25, SPY | 13F-HR | 29 Oct 2020, 15:18 |
| Q2 2020 | 2,683 | $1,261,061,000 | +$249,848,224 | -$116,047,585 | +$133,800,639 | AAPL, SPY, QQQ, IEF, LMBS | 13F-HR | 05 Aug 2020, 13:57 |
| Q1 2020 | 2,689 | $983,353,000 | +$125,778,851 | -$230,363,395 | -$104,584,544 | AAPL, QQQ, SPY, LMBS, IEF | 13F-HR | 12 May 2020, 11:21 |
| Q4 2019 | 2,804 | $1,329,832,000 | +$116,407,754 | -$374,726,088 | -$258,318,334 | QQQ, SPY, AAPL, IVV, IVW | 13F-HR | 16 Jan 2020, 17:43 |
| Q3 2019 | 3,033 | $1,491,923,000 | +$895,676,912 | -$156,898,212 | +$738,778,700 | SPY, AAPL, QQQ, IVV, USMV | 13F-HR | 07 Nov 2019, 12:31 |
| Q1 2019 | 2,337 | $732,237,000 | +$61,851,726 | -$1,152,908,045 | -$1,091,056,319 | SPY, QQQ, FTSM, AAPL, IJH | 13F-HR | 15 May 2019, 11:33 |
| Q4 2018 | 3,438 | $1,637,571,000 | +$97,214,654 | -$576,537,138 | -$479,322,484 | QQQ, AAPL, SPY, IJH, VTI | Restatement | 03 Jun 2019, 14:37 |
| Q3 2018 | 3,753 | $2,450,095,000 | +$190,090,937 | -$217,846,100 | -$27,755,163 | VTI, QQQ, AAPL, IJH, SPY | Restatement | 03 Jun 2019, 14:31 |
| Q2 2018 | 3,797 | $2,372,282,000 | +$454,386,503 | -$299,617,862 | +$154,768,641 | VTI, QQQ, IJH, AAPL, SPY | Restatement | 03 Jun 2019, 14:26 |
| Q1 2018 | 3,733 | $2,147,354,000 | +$6,903,382 | $0 | +$6,903,382 | VTI, AAPL, IJH, QQQ, SPY | Restatement | 03 Jun 2019, 14:14 |
| Q4 2017 | 3,731 | $2,198,661,000 | +$150,642,024 | -$557,324,889 | -$406,682,865 | VTI, AAPL, IJH, QQQ, IVV | Restatement | 03 Jun 2019, 13:31 |
| Q3 2017 | 4,012 | $2,513,011,000 | +$213,423,941 | -$136,441,567 | +$76,982,374 | AAPL, VTI, QQQ, IJH, SPY | 13F-HR | 30 Oct 2017, 17:01 |
| Q2 2017 | 4,023 | $2,354,929,000 | +$229,839,604 | -$201,745,388 | +$28,094,216 | AAPL, IJH, QQQ, IVV, SPY | Restatement | 03 Jun 2019, 13:23 |
| Q1 2017 | 3,927 | $2,292,209,000 | +$281,452,816 | -$134,016,218 | +$147,436,598 | AAPL, VTI, IJH, QQQ, T | Restatement | 03 Jun 2019, 13:17 |
| Q4 2016 | 3,925 | $2,066,096,000 | +$351,639,882 | -$181,793,930 | +$169,845,952 | AAPL, VTI, T, QQQ, PG | Restatement | 03 Jun 2019, 13:06 |
| Q3 2016 | 3,860 | $1,879,826,000 | +$172,849,505 | -$112,859,761 | +$59,989,744 | AAPL, VTI, BND, AGG, SPY | 13F-HR | 04 Nov 2016, 14:17 |
| Q2 2016 | 3,794 | $1,789,702,000 | +$734,833,549 | -$155,961,662 | +$578,871,887 | BND, VTI, AGG, AAPL, T | Restatement | 03 Jun 2019, 12:27 |
| Q1 2016 | 2,337 | $312,275,000 | $0 | $0 | $0 | QQQ, FTSM, IYR, AGG, IEFA | Restatement | 03 Jun 2019, 12:07 |
| Q4 2015 | 3,685 | $1,487,279,000 | $0 | $0 | $0 | AAPL, VTI, QQQ, PG, SPY | 13F-HR | 11 Feb 2016, 09:20 |