0001641866-16-000014
IFP Advisors, Inc (CIK 0001641866)
Total Value: $1,654,642
Total Holdings: 4129
| Quarter | Filling ID |
|---|---|
| Q4 25 | 0002002654-26-000001 |
| Q3 25 | 0002002654-25-000006 |
| Q2 25 | 0002002654-25-000004 |
| Q1 25 | 0002002654-25-000003 |
| Q4 24 | 0002002654-25-000001 |
| Q3 24 | 0002002654-24-000005 |
| Q2 24 | 0002002654-24-000004 |
| Q1 24 | 0002002654-24-000002 |
| Q4 23 | 0002002654-24-000001 |
| Q3 23 | 0002002654-23-000008 |
| Q2 23 | 0002002654-23-000007 |
| Q1 23 | 0002002654-23-000006 |
| Q4 22 | 0002002654-23-000005 |
| Q3 22 | 0002002654-23-000004 |
| Q2 22 | 0002002654-23-000003 |
| Q1 22 | 0002002654-23-000002 |
| Q4 21 | 0002002654-23-000001 |
| Name | Title | CUSIP | Ticker | Value | Shares | Share Price | Investment | % of Portfolio |
|---|---|---|---|---|---|---|---|---|
| APPLE INC | Stock | 037833100 | AAPL | $32,663 | 299,682 | SOLE | ||
| VANGUARD TOTAL STOCK MARKET INDEX FUND | ETF | 922908769 | VTI | $30,766 | 293,514 | SOLE | ||
| VANGUARD TOTAL BOND MARKET ETF | ETF | 921937835 | BND | $30,416 | 367,325 | SOLE | ||
| AT&T INC COM | Stock | 00206R102 | T | $25,283 | 645,460 | SOLE | ||
| ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 464287226 | AGG | $24,411 | 220,262 | SOLE | ||
| SPDR S&P 500 TRUST | ETF | 78462F103 | SPY | $23,901 | 116,297 | SOLE | ||
| EXXON MOBIL CORPORATION | Stock | 30231G102 | XOM | $20,587 | 246,286 | SOLE | ||
| PROCTER & GAMBLE CO COM | Stock | 742718109 | PG | $20,160 | 244,928 | SOLE | ||
| GENERAL ELECTRIC CO COM | Stock | 369604103 | GE | $19,346 | 608,545 | SOLE | ||
| VERIZON COMMUNICATIONS INC COM | Stock | 92343V104 | BAC | $17,892 | 330,836 | SOLE | ||
| POWERSHARES QQQ TRUST, SERIES 1 | ETF | 73935A104 | $15,267 | 139,804 | SOLE | |||
| OPKO HEALTH INC COM | Stock | 68375N103 | XCY | $15,243 | 1,467,170 | SOLE | ||
| ALTRIA GROUP INC COM | Stock | 02209S103 | MO | $14,340 | 228,853 | SOLE | ||
| CHEVRON CORP NEW COM | Stock | 166764100 | CVX | $13,419 | 140,662 | SOLE | ||
| JOHNSON & JOHNSON COM | Stock | 478160104 | JNJ | $13,174 | 121,760 | SOLE | ||
| ISHARES CORE S&P MID-CAP | ETF | 464287507 | IJH | $12,249 | 84,947 | SOLE | ||
| ISHARES CORE S&P 500 | ETF | 464287200 | IVV | $11,823 | 57,212 | SOLE | ||
| ISHARES U.S. REAL ESTATE ETF | ETF | 464287739 | IYR | $11,742 | 150,803 | SOLE | ||
| MICROSOFT CORP COM | Stock | 594918104 | MSFT | $11,075 | 200,528 | SOLE | ||
| BP PLC SPONSORED ADR | ADR | 055622104 | BP | $10,998 | 364,430 | SOLE | ||
| SCHWAB U.S. BROAD MARKET ETF | ETF | 808524102 | SCHB | $9,911 | 201,111 | SOLE | ||
| VANGUARD GROWTH INDEX FUND | ETF | 922908736 | VUG | $9,870 | 92,716 | SOLE | ||
| V F CORP COM | Stock | 918204108 | VFC | $9,585 | 148,014 | SOLE | ||
| DISNEY WALT CO COM DISNEY | Stock | 254687106 | DIS | $9,577 | 96,436 | SOLE | ||
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 | BRK/B | $9,520 | 67,101 | SOLE | ||
| HOME DEPOT INC COM | Stock | 437076102 | HD | $9,343 | 70,021 | SOLE | ||
| COCA COLA CO COM | Stock | 191216100 | KO | $9,203 | 198,376 | SOLE | ||
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | 464287614 | IWF | $8,895 | 89,141 | SOLE | ||
| MCDONALDS CORP COM | Stock | 580135101 | MCD | $8,779 | 69,854 | SOLE | ||
| HEALTH CARE SELECT SECTOR SPDR FUND | ETF | 81369Y209 | XLV | $8,598 | 126,844 | SOLE | ||
| BERKSHIRE HATHAWAY INC DEL CL A | Stock | 084670108 | BRK/A | $8,538 | 40 | SOLE | ||
| ISHARES RUSSELL 1000 VALUE ETF | ETF | 464287598 | IWD | $8,332 | 84,324 | SOLE | ||
| VANGUARD VALUE INDEX FUND | ETF | 922908744 | VTV | $8,314 | 100,912 | SOLE | ||
| JPMORGAN CHASE & CO COM | Stock | 46625H100 | JPM | $8,246 | 139,247 | SOLE | ||
| VANGUARD REIT ETF | ETF | 922908553 | VNQ | $8,199 | 97,847 | SOLE | ||
| PHILIP MORRIS INTL INC COM | Stock | 718172109 | PM | $8,190 | 83,476 | SOLE | ||
| ISHARES MBS ETF | ETF | 464288588 | MBB | $7,982 | 72,911 | SOLE | ||
| PFIZER INC COM | Stock | 717081103 | PFE | $7,955 | 268,391 | SOLE | ||
| PEPSICO INC COM | Stock | 713448108 | PEP | $7,766 | 75,778 | SOLE | ||
| ISHARES 1-3 YEAR CREDIT BOND | ETF | 464288646 | IGSB | $7,676 | 72,814 | SOLE | ||
| ISHARES U.S. PREFERRED STOCK ETF | ETF | 464288687 | PFF | $7,665 | 196,381 | SOLE | ||
| SOUTHERN CO COM | Stock | 842587107 | SO | $7,622 | 147,339 | SOLE | ||
| ALERIAN MLP ETF | ETF | 00162Q866 | $7,084 | 648,688 | SOLE | |||
| DUKE ENERGY CORP NEW COM NEW | Stock | 26441C204 | DUK | $7,032 | 87,159 | SOLE | ||
| FACEBOOK INC CL A | Stock | 30303M102 | META | $6,931 | 60,743 | SOLE | ||
| FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | ETF | 33738R605 | FV | $6,929 | 320,626 | SOLE | ||
| ISHARES 20+ YEAR TREASURY BOND ETF | ETF | 464287432 | TLT | $6,735 | 51,567 | SOLE | ||
| BANK AMER CORP COM | Stock | 060505104 | BAC | $6,685 | 494,482 | SOLE | ||
| WALGREENS BOOTS ALLIANCE INC COM | Stock | 931427108 | WBA | $6,650 | 78,945 | SOLE | ||
| US BANCORP DEL COM NEW | Stock | 902973304 | USB | $6,526 | 160,780 | SOLE |