IFP Advisors

TAMPA, FLfiles as IFP Advisors, Inc

$5.5bn in 5,147 US stocks at the end of 30 June 2026. The top 10 are 14.5% of the money. It changed about 10.6% of the portfolio this quarter.

Value

$5.5bn

Stocks

5,147

Top 10 share

14.5%

Turnover

10.6%

What changed this quarter

New

Bought for the first time this quarter.

Space Exploration TechnologiesSPCX
0.2% of the fund
Blackrock ETF TrustIALT
0.1% of the fund
Invesco Exchange Traded FD TRSPR
<0.1% of the fund
DuPont de NemoursDD
<0.1% of the fund
Ishares TREPU
<0.1% of the fund
Ishares TRIMTB
<0.1% of the fund
First TR Exchng Traded FD VILALT
<0.1% of the fund
Flexshares TRQLC
<0.1% of the fund
Invesco Exchange Traded FD TPWB
<0.1% of the fund
Vaneck FDSEMBX
<0.1% of the fund
Global X FDSORBX
<0.1% of the fund
Honeywell AerospaceHONA
<0.1% of the fund
Honeywell InternationalHON
<0.1% of the fund
J P Morgan Exchange Traded FJUSA
<0.1% of the fund
Blackrock ETF Trust IIGGOV
<0.1% of the fund
2023 ETF Series TrustPQUS
<0.1% of the fund
First TR Exchange-Traded FDFAI
<0.1% of the fund
CarnivalCCL
<0.1% of the fund
Innovator Etfs TrustDDFY
<0.1% of the fund
Elevation Series TrustCBLS
<0.1% of the fund
Innovator Etfs TrustDDFZ
<0.1% of the fund
Thomson Reuters Corp /canTRI
<0.1% of the fund
Invesco Exch Traded FD TR IIPIZ
<0.1% of the fund
Innovator Etfs TrustDDFA
<0.1% of the fund
New York Life Invts Active EMMIN
<0.1% of the fund

Added

Bought more of a stock they already held.

Invesco QQQ TRQQQ
1.4% of the fund
+15%
MicrosoftMSFT
1.2% of the fund
+3%
Spdr Series TrustSPYM
1.0% of the fund
+17%
Advanced Micro DevicesAMD
0.8% of the fund
+4%
Spdr Index SHS FDSSPDW
0.8% of the fund
+11%
Vanguard Index FDSVOO
0.8% of the fund
+12%
Ishares TRIEF
0.8% of the fund
+32%
Palo Alto NetworksPANW
0.7% of the fund
+7%
Ishares TRIGSB
0.7% of the fund
+70%
Ishares TRHDV
0.6% of the fund
+93%
Vanguard World FDVGT
0.6% of the fund
+4%
Capital Group Dividend ValueCGDV
0.6% of the fund
+5%
Capital Group Growth ETFCGGR
0.5% of the fund
+6%
First TR Exchng Traded FD VIUCON
0.5% of the fund
+27%
Vanguard Whitehall FDSVYM
0.5% of the fund
+3%
Berkshire HathawayBRK-B
0.5% of the fund
+3%
Ishares TRITA
0.5% of the fund
+2%
Vanguard Specialized FundsVIG
0.5% of the fund
+5%
Eli LillyLLY
0.4% of the fund
+11%
ExxonMobil HoldingsXOM
0.4% of the fund
+6%
Meta PlatformsMETA
0.4% of the fund
+2%
Vanguard Tax-Managed FDSVEA
0.4% of the fund
+23%
JPMorgan ChaseJPM
0.4% of the fund
+4%
Schwab Strategic TRSCHD
0.4% of the fund
+3%
Ishares TRIEFA
0.4% of the fund
+6%

Cut

Sold some of their stake.

AlphabetGOOG
1.2% of the fund
-14%
Vanguard Index FDSVUG
1.2% of the fund
-6%
State STR Spdr S&P 500 ETF TSPY
1.0% of the fund
-13%
Ishares Gold TRIAU
0.8% of the fund
-2%
Ishares TRTLT
0.7% of the fund
-20%
Ishares TRIVW
0.7% of the fund
-21%
Ishares TRIVE
0.6% of the fund
-3%
BroadcomAVGO
0.6% of the fund
-3%
Costco WholesaleCOST
0.5% of the fund
-4%
Ishares TROEF
0.5% of the fund
-23%
First TR Exchange-Traded FDFTSM
0.4% of the fund
-5%
IsharesIEMG
0.4% of the fund
-24%
UnitedHealth GroupUNH
0.3% of the fund
-12%
Vanguard BD Index FDSBND
0.3% of the fund
-9%
BlockXYZ
0.3% of the fund
-7%
CaterpillarCAT
0.3% of the fund
-16%
Vanguard Index FDSVBK
0.3% of the fund
-23%
Ishares TRSOXX
0.3% of the fund
-3%
Vanguard Index FDSVTI
0.2% of the fund
-31%
CrowdStrike HoldingsCRWD
0.2% of the fund
-3%
First TR Exchange-Traded FDLMBS
0.2% of the fund
-8%
AngloGold AshantiAU
0.2% of the fund
-37%
AbbVieABBV
0.2% of the fund
-4%
Cisco SystemsCSCO
0.2% of the fund
-17%
Vanguard Index FDSVTV
0.2% of the fund
-16%

Sold out

Sold their entire stake.

Tidal Trust IIISNTH
-100%
Pimco ETF TRZROZ
-100%
AstrazenecaAZN
-100%
Pimco ETF TRSPLS
-100%
Cyberark Software
-100%
Nuveen S&P 500 Buy-Write
-100%
Direxion Shares ETF TrustTNA
-100%
Exact Sciences
-100%
InfleqtionINFQ
-100%
Confluent
-100%
REV Group
-100%
Invesco Exch Traded FD TR IICQQQ
-100%
First TR Exchange-Traded FDDOGG
-100%
ARK ETF TRARKF
-100%
J P Morgan Exchange Traded FJMHI
-100%
First TR Exchng Traded FD VIFCEF
-100%
OperaOPRA
-100%
Simplify Exchange Traded FUNTUA
-100%
Simplify Exchange Traded FUNTYA
-100%
DBX ETF TRRVNU
-100%
AmcorAMCR
-100%
Hyperliquid StrategiesPURR
-100%
Ceridian HCM Hldg
-100%
Etfis SER TR IVPC
-100%
Warrior MET CoalHCC
-100%

Holdings

AppleAAPL
Share
2.5%
Value
$140m
Shares
484,958
Held
NvidiaNVDA
Share
2.4%
Value
$133m
Shares
663,778
Held
Invesco QQQ TRQQQ
Share
1.4%
Value
$80m
Shares
108,639
+15%
Amazon.comAMZN
Share
1.4%
Value
$78m
Shares
328,243
Held
MicrosoftMSFT
Share
1.2%
Value
$67m
Shares
180,462
+3%
AlphabetGOOG
Share
1.2%
Value
$66m
Shares
188,042
-14%
Vanguard Index FDSVUG
Share
1.2%
Value
$64m
Shares
742,981
-6%
AlphabetGOOGL
Share
1.1%
Value
$60m
Shares
168,260
Held
State STR Spdr S&P 500 ETF TSPY
Share
1.0%
Value
$57m
Shares
76,832
-13%
Spdr Series TrustSPYM
Share
1.0%
Value
$56m
Shares
632,889
+17%
Advanced Micro DevicesAMD
Share
0.8%
Value
$47m
Shares
80,458
+4%
Spdr Index SHS FDSSPDW
Share
0.8%
Value
$46m
Shares
915,993
+11%
Vanguard Index FDSVOO
Share
0.8%
Value
$44m
Shares
64,339
+12%
Ishares TRIEF
Share
0.8%
Value
$44m
Shares
467,027
+32%
Ishares Gold TRIAU
Share
0.8%
Value
$42m
Shares
555,136
-2%
Ishares TRIVV
Share
0.7%
Value
$41m
Shares
54,261
Held
Palo Alto NetworksPANW
Share
0.7%
Value
$40m
Shares
116,369
+7%
Wisdomtree TRDGRW
Share
0.7%
Value
$39m
Shares
406,971
Held
Ishares TRTLT
Share
0.7%
Value
$39m
Shares
446,710
-20%
Ishares TRIGSB
Share
0.7%
Value
$38m
Shares
727,413
+70%
Ishares TRIVW
Share
0.7%
Value
$37m
Shares
269,980
-21%
Ishares TRIVE
Share
0.6%
Value
$34m
Shares
148,739
-3%
Ishares TRHDV
Share
0.6%
Value
$33m
Shares
1,219,092
+93%
Invesco Exchange Traded FD TRSP
Share
0.6%
Value
$33m
Shares
156,520
Held
BroadcomAVGO
Share
0.6%
Value
$33m
Shares
87,886
-3%
Vanguard World FDVGT
Share
0.6%
Value
$33m
Shares
275,462
+4%
Capital Group Dividend ValueCGDV
Share
0.6%
Value
$33m
Shares
666,097
+5%
Schwab Strategic TRSCHG
Share
0.6%
Value
$32m
Shares
937,753
Held
Schwab Strategic TRSCHM
Share
0.5%
Value
$29m
Shares
775,129
Held
Capital Group Growth ETFCGGR
Share
0.5%
Value
$29m
Shares
604,049
+6%
First TR Exchng Traded FD VIUCON
Share
0.5%
Value
$28m
Shares
1,129,539
+27%
Costco WholesaleCOST
Share
0.5%
Value
$28m
Shares
29,628
-4%
Vanguard Whitehall FDSVYM
Share
0.5%
Value
$28m
Shares
174,068
+3%
Berkshire HathawayBRK-B
Share
0.5%
Value
$27m
Shares
54,780
+3%
Ishares TROEF
Share
0.5%
Value
$27m
Shares
72,781
-23%
Ishares TRITA
Share
0.5%
Value
$27m
Shares
109,759
+2%
Vanguard Specialized FundsVIG
Share
0.5%
Value
$26m
Shares
109,943
+5%
First TR Exchange-Traded FDFTSM
Share
0.4%
Value
$25m
Shares
412,661
-5%
Eli LillyLLY
Share
0.4%
Value
$24m
Shares
20,352
+11%
ExxonMobil HoldingsXOM
Share
0.4%
Value
$23m
Shares
171,296
+6%
Meta PlatformsMETA
Share
0.4%
Value
$23m
Shares
41,474
+2%
Vanguard Tax-Managed FDSVEA
Share
0.4%
Value
$23m
Shares
327,485
+23%
JPMorgan ChaseJPM
Share
0.4%
Value
$23m
Shares
70,542
+4%
Schwab Strategic TRSCHD
Share
0.4%
Value
$23m
Shares
712,723
+3%
Ishares TRIEFA
Share
0.4%
Value
$23m
Shares
233,923
+6%
First TR Exchange Traded FDTDIV
Share
0.4%
Value
$22m
Shares
194,679
+3%
Schwab Strategic TRSCHX
Share
0.4%
Value
$22m
Shares
756,568
+6%
IsharesIEMG
Share
0.4%
Value
$21m
Shares
258,623
-24%
Goldman Sachs ETF TRGSEW
Share
0.4%
Value
$21m
Shares
225,517
+3%
Abbott LaboratoriesABT
Share
0.4%
Value
$21m
Shares
234,173
+307%
Ishares TREFG
Share
0.4%
Value
$20m
Shares
159,304
+43%
Capital Group Core Equity ETCGUS
Share
0.4%
Value
$20m
Shares
439,025
+4%
Ishares TRITOT
Share
0.4%
Value
$20m
Shares
118,813
Held
Micron TechnologyMU
Share
0.3%
Value
$19m
Shares
16,479
+31%
Franco NevadaFNV
Share
0.3%
Value
$19m
Shares
89,770
+3%
Ishares TRTFLO
Share
0.3%
Value
$18m
Shares
363,276
+23%
NetflixNFLX
Share
0.3%
Value
$18m
Shares
253,572
+49%
Ishares TRIJH
Share
0.3%
Value
$17m
Shares
226,750
Held
WalmartWMT
Share
0.3%
Value
$17m
Shares
154,200
+10%
Schwab Strategic TRSCHB
Share
0.3%
Value
$17m
Shares
601,558
+5%
TeslaTSLA
Share
0.3%
Value
$17m
Shares
41,167
Held
Ishares TREFA
Share
0.3%
Value
$17m
Shares
165,876
Held
Vanguard Star FDSVXUS
Share
0.3%
Value
$17m
Shares
196,113
+10%
Vaneck ETF TrustGDX
Share
0.3%
Value
$16m
Shares
216,648
+233%
UnitedHealth GroupUNH
Share
0.3%
Value
$16m
Shares
39,233
-12%
Ishares TRIJR
Share
0.3%
Value
$16m
Shares
108,901
Held
VisaV
Share
0.3%
Value
$16m
Shares
46,449
+3%
Goldman Sachs ETF TRGSSC
Share
0.3%
Value
$16m
Shares
174,206
+2%
Fidelity Covington TrustFDVV
Share
0.3%
Value
$16m
Shares
263,334
+2%
Vaneck ETF TrustMOAT
Share
0.3%
Value
$16m
Shares
152,692
+4%
Vanguard BD Index FDSBND
Share
0.3%
Value
$16m
Shares
215,008
-9%
Axsome TherapeuticsAXSM
Share
0.3%
Value
$15m
Shares
62,273
+2%
Home DepotHD
Share
0.3%
Value
$15m
Shares
42,759
+13%
Vertiv HoldingsVRT
Share
0.3%
Value
$15m
Shares
44,957
+2%
BlockXYZ
Share
0.3%
Value
$15m
Shares
196,142
-7%
CaterpillarCAT
Share
0.3%
Value
$15m
Shares
13,949
-16%
Ishares TRSHY
Share
0.3%
Value
$15m
Shares
180,492
+17%
Vanguard Index FDSVBK
Share
0.3%
Value
$14m
Shares
38,550
-23%
Ishares TRSOXX
Share
0.3%
Value
$14m
Shares
21,936
-3%
Vanguard Index FDSVTI
Share
0.2%
Value
$14m
Shares
36,746
-31%
CrowdStrike HoldingsCRWD
Share
0.2%
Value
$14m
Shares
17,760
-3%
First TR Exchange-Traded FDLMBS
Share
0.2%
Value
$13m
Shares
270,349
-8%
TeradyneTER
Share
0.2%
Value
$13m
Shares
27,669
Held
AngloGold AshantiAU
Share
0.2%
Value
$13m
Shares
165,301
-37%
AbbVieABBV
Share
0.2%
Value
$13m
Shares
52,930
-4%
Capital Group Core BalancedCGBL
Share
0.2%
Value
$13m
Shares
347,015
+6%
Ishares TRIWP
Share
0.2%
Value
$13m
Shares
88,152
+11%
Select Sector Spdr TRXLK
Share
0.2%
Value
$13m
Shares
67,401
+4%
Cisco SystemsCSCO
Share
0.2%
Value
$13m
Shares
109,237
-17%
Procter & GamblePG
Share
0.2%
Value
$13m
Shares
87,479
+13%
Vanguard Index FDSVOE
Share
0.2%
Value
$13m
Shares
64,604
+4%
Dimensional ETF TrustDFAU
Share
0.2%
Value
$13m
Shares
246,034
+14%
Ishares TRIAGG
Share
0.2%
Value
$13m
Shares
250,856
+6%
Listed FDS TRMAGS
Share
0.2%
Value
$13m
Shares
196,837
+1104%
Vanguard Index FDSVTV
Share
0.2%
Value
$13m
Shares
57,979
-16%
IntelINTC
Share
0.2%
Value
$13m
Shares
90,338
-24%
J P Morgan Exchange Traded FJPST
Share
0.2%
Value
$12m
Shares
245,334
-32%
International Business MachinesIBM
Share
0.2%
Value
$12m
Shares
43,273
+31%
First TR Exchange-Traded FDWCMI
Share
0.2%
Value
$12m
Shares
617,647
+2%
Ishares TRIBDR
Share
0.2%
Value
$12m
Shares
495,135
+3%

Company	Share of fund	Value	Shares	Change
AppleAAPL	2.5%	$140m	484,958	Held
NvidiaNVDA	2.4%	$133m	663,778	Held
Invesco QQQ TRQQQ	1.4%	$80m	108,639	+15%
Amazon.comAMZN	1.4%	$78m	328,243	Held
MicrosoftMSFT	1.2%	$67m	180,462	+3%
AlphabetGOOG	1.2%	$66m	188,042	-14%
Vanguard Index FDSVUG	1.2%	$64m	742,981	-6%
AlphabetGOOGL	1.1%	$60m	168,260	Held
State STR Spdr S&P 500 ETF TSPY	1.0%	$57m	76,832	-13%
Spdr Series TrustSPYM	1.0%	$56m	632,889	+17%
Advanced Micro DevicesAMD	0.8%	$47m	80,458	+4%
Spdr Index SHS FDSSPDW	0.8%	$46m	915,993	+11%
Vanguard Index FDSVOO	0.8%	$44m	64,339	+12%
Ishares TRIEF	0.8%	$44m	467,027	+32%
Ishares Gold TRIAU	0.8%	$42m	555,136	-2%
Ishares TRIVV	0.7%	$41m	54,261	Held
Palo Alto NetworksPANW	0.7%	$40m	116,369	+7%
Wisdomtree TRDGRW	0.7%	$39m	406,971	Held
Ishares TRTLT	0.7%	$39m	446,710	-20%
Ishares TRIGSB	0.7%	$38m	727,413	+70%
Ishares TRIVW	0.7%	$37m	269,980	-21%
Ishares TRIVE	0.6%	$34m	148,739	-3%
Ishares TRHDV	0.6%	$33m	1,219,092	+93%
Invesco Exchange Traded FD TRSP	0.6%	$33m	156,520	Held
BroadcomAVGO	0.6%	$33m	87,886	-3%
Vanguard World FDVGT	0.6%	$33m	275,462	+4%
Capital Group Dividend ValueCGDV	0.6%	$33m	666,097	+5%
Schwab Strategic TRSCHG	0.6%	$32m	937,753	Held
Schwab Strategic TRSCHM	0.5%	$29m	775,129	Held
Capital Group Growth ETFCGGR	0.5%	$29m	604,049	+6%
First TR Exchng Traded FD VIUCON	0.5%	$28m	1,129,539	+27%
Costco WholesaleCOST	0.5%	$28m	29,628	-4%
Vanguard Whitehall FDSVYM	0.5%	$28m	174,068	+3%
Berkshire HathawayBRK-B	0.5%	$27m	54,780	+3%
Ishares TROEF	0.5%	$27m	72,781	-23%
Ishares TRITA	0.5%	$27m	109,759	+2%
Vanguard Specialized FundsVIG	0.5%	$26m	109,943	+5%
First TR Exchange-Traded FDFTSM	0.4%	$25m	412,661	-5%
Eli LillyLLY	0.4%	$24m	20,352	+11%
ExxonMobil HoldingsXOM	0.4%	$23m	171,296	+6%
Meta PlatformsMETA	0.4%	$23m	41,474	+2%
Vanguard Tax-Managed FDSVEA	0.4%	$23m	327,485	+23%
JPMorgan ChaseJPM	0.4%	$23m	70,542	+4%
Schwab Strategic TRSCHD	0.4%	$23m	712,723	+3%
Ishares TRIEFA	0.4%	$23m	233,923	+6%
First TR Exchange Traded FDTDIV	0.4%	$22m	194,679	+3%
Schwab Strategic TRSCHX	0.4%	$22m	756,568	+6%
IsharesIEMG	0.4%	$21m	258,623	-24%
Goldman Sachs ETF TRGSEW	0.4%	$21m	225,517	+3%
Abbott LaboratoriesABT	0.4%	$21m	234,173	+307%
Ishares TREFG	0.4%	$20m	159,304	+43%
Capital Group Core Equity ETCGUS	0.4%	$20m	439,025	+4%
Ishares TRITOT	0.4%	$20m	118,813	Held
Micron TechnologyMU	0.3%	$19m	16,479	+31%
Franco NevadaFNV	0.3%	$19m	89,770	+3%
Ishares TRTFLO	0.3%	$18m	363,276	+23%
NetflixNFLX	0.3%	$18m	253,572	+49%
Ishares TRIJH	0.3%	$17m	226,750	Held
WalmartWMT	0.3%	$17m	154,200	+10%
Schwab Strategic TRSCHB	0.3%	$17m	601,558	+5%
TeslaTSLA	0.3%	$17m	41,167	Held
Ishares TREFA	0.3%	$17m	165,876	Held
Vanguard Star FDSVXUS	0.3%	$17m	196,113	+10%
Vaneck ETF TrustGDX	0.3%	$16m	216,648	+233%
UnitedHealth GroupUNH	0.3%	$16m	39,233	-12%
Ishares TRIJR	0.3%	$16m	108,901	Held
VisaV	0.3%	$16m	46,449	+3%
Goldman Sachs ETF TRGSSC	0.3%	$16m	174,206	+2%
Fidelity Covington TrustFDVV	0.3%	$16m	263,334	+2%
Vaneck ETF TrustMOAT	0.3%	$16m	152,692	+4%
Vanguard BD Index FDSBND	0.3%	$16m	215,008	-9%
Axsome TherapeuticsAXSM	0.3%	$15m	62,273	+2%
Home DepotHD	0.3%	$15m	42,759	+13%
Vertiv HoldingsVRT	0.3%	$15m	44,957	+2%
BlockXYZ	0.3%	$15m	196,142	-7%
CaterpillarCAT	0.3%	$15m	13,949	-16%
Ishares TRSHY	0.3%	$15m	180,492	+17%
Vanguard Index FDSVBK	0.3%	$14m	38,550	-23%
Ishares TRSOXX	0.3%	$14m	21,936	-3%
Vanguard Index FDSVTI	0.2%	$14m	36,746	-31%
CrowdStrike HoldingsCRWD	0.2%	$14m	17,760	-3%
First TR Exchange-Traded FDLMBS	0.2%	$13m	270,349	-8%
TeradyneTER	0.2%	$13m	27,669	Held
AngloGold AshantiAU	0.2%	$13m	165,301	-37%
AbbVieABBV	0.2%	$13m	52,930	-4%
Capital Group Core BalancedCGBL	0.2%	$13m	347,015	+6%
Ishares TRIWP	0.2%	$13m	88,152	+11%
Select Sector Spdr TRXLK	0.2%	$13m	67,401	+4%
Cisco SystemsCSCO	0.2%	$13m	109,237	-17%
Procter & GamblePG	0.2%	$13m	87,479	+13%
Vanguard Index FDSVOE	0.2%	$13m	64,604	+4%
Dimensional ETF TrustDFAU	0.2%	$13m	246,034	+14%
Ishares TRIAGG	0.2%	$13m	250,856	+6%
Listed FDS TRMAGS	0.2%	$13m	196,837	+1104%
Vanguard Index FDSVTV	0.2%	$13m	57,979	-16%
IntelINTC	0.2%	$13m	90,338	-24%
J P Morgan Exchange Traded FJPST	0.2%	$12m	245,334	-32%
International Business MachinesIBM	0.2%	$12m	43,273	+31%
First TR Exchange-Traded FDWCMI	0.2%	$12m	617,647	+2%
Ishares TRIBDR	0.2%	$12m	495,135	+3%

Showing the largest 100 of 5,147.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 57.4% since 30 June 2025.

Where the money is

Technology13.7%

Industrials4.5%

Financial services4.3%

Health care4.0%

Media & telecom3.7%

Retail & consumer3.3%

Everyday goods2.0%

Materials1.7%

Energy1.2%

Utilities1.1%

Real estate0.5%

Other60.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.