IFP Advisors, Inc

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Tampa, FL
CIK
0001641866
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 3,244 2,519,880 AAPL, QQQ, SPY, VUG 13F-HR 7/30/2024 000164186624000003
Q1 2024 3,137 2,280,263 AAPL, DGRW, QQQ, TLT 13F-HR 7/30/2024 000164186624000002
Q4 2023 3,051 2,118,460 AAPL, FTSM, SPY, TLT 13F-HR 1/9/2024 000164186624000001
Q3 2023 3,312 2,224,509 USFR, FTSM, AAPL, SPY 13F-HR 10/12/2023 000164186623000005
Q2 2023 3,462 2,392,426 AAPL, USFR, FTSM, SPY NEW HOLDINGS 8/14/2023 000164186623000004
Q2 2023 3,462 2,161,250 GOOGL, USFR, FTSM, GOOG 13F-HR 8/4/2023 000164186623000003
Q1 2023 3,372 2,297,892 GOOGL, GOOG, IVW, USFR 13F-HR 4/18/2023 000164186623000002
Q4 2022 4,609 3,743,024 GOOGL, GOOG, AMZN, AAPL 13F-HR 2/7/2023 000164186623000001
Q3 2022 4,798 3,837,041 GOOGL, GOOG, AMZN, AAPL 13F-HR 11/8/2022 000164186622000008
Q2 2022 4,565 3,122,777 AMZN, AAPL, SCHX, SGOL NEW HOLDINGS 9/6/2022 000164186622000006
Q2 2022 378 55,858 IYR, DGRW, OEF, FTA 13F-HR 8/12/2022 000164186622000004
Q1 2022 4,565 3,122,777 AMZN, AAPL, SCHX, SGOL NEW HOLDINGS 9/6/2022 000164186622000007
Q1 2022 4,087 4,898,737 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 13F-HR 8/8/2022 000164186622000003
Q4 2021 3,413 5,117,760 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 13F-HR 1/12/2022 000164186622000001
Q3 2021 3,403 4,999,441 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 13F-HR 10/6/2021 000164186621000006
Q2 2021 10,152 4,831,592 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 13F-HR 7/13/2021 000164186621000005
Q1 2021 9,664 5,138,623 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 13F-HR 4/30/2021 000164186621000004
Q4 2020 8,752 2,467,228 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 13F-HR 1/25/2021 000164186621000001
Q3 2020 7,965 1,675,208 GWG L BOND 09012020 2 YEARS 5.50, AAPL, GWG L BOND 10012020 3 YEARS 6.25, GWG L BOND 10012020 5 YEARS 7.50 13F-HR 10/29/2020 000164186620000007
Q2 2020 7,346 1,261,840 AAPL, SPY, QQQ, IEF 13F-HR 8/5/2020 000164186620000006
Q1 2020 6,857 990,970 AAPL, QQQ, SPY, LMBS 13F-HR 5/12/2020 000164186620000002
Q4 2019 4,209 1,330,397 QQQ, SPY, AAPL, IVV 13F-HR 1/17/2020 000164186620000001
Q3 2019 4,401 1,492,664 SPY, AAPL, QQQ, IVV 13F-HR 11/7/2019 000164186619000022
Q1 2019 2,593 732,450 SPY, QQQ, FTSM, AAPL 13F-HR 5/15/2019 000164186619000004
Q4 2018 3,733 1,640,658 QQQ, AAPL, SPY, IJH RESTATEMENT 6/3/2019 000164186619000016
Q3 2018 3,972 2,453,541 VTI, QQQ, AAPL, IJH RESTATEMENT 6/3/2019 000164186619000015
Q2 2018 4,023 2,377,954 VTI, QQQ, IJH, AAPL RESTATEMENT 6/3/2019 000164186619000014
Q1 2018 3,913 2,206,151 VTI, AAPL, IJH, QQQ RESTATEMENT 6/3/2019 000164186619000013
Q4 2017 3,964 2,206,151 VTI, AAPL, IJH, QQQ RESTATEMENT 6/3/2019 000164186619000012
Q3 2017 4,269 2,518,371 AAPL, VTI, QQQ, IJH 13F-HR 10/30/2017 000164186617000007
Q2 2017 4,274 2,359,014 AAPL, IJH, QQQ, IVV RESTATEMENT 6/3/2019 000164186619000011
Q1 2017 4,189 2,296,059 AAPL, VTI, IJH, QQQ RESTATEMENT 6/3/2019 000164186619000010
Q4 2016 4,196 2,072,337 AAPL, VTI, T, QQQ RESTATEMENT 6/3/2019 000164186619000009
Q3 2016 4,113 1,923,218 SPY puts, AAPL, VTI, BND 13F-HR 11/4/2016 000164186616000018
Q2 2016 4,066 1,791,031 BND, VTI, AGG, AAPL RESTATEMENT 6/3/2019 000164186619000008
Q1 2016 2,593 732,450 SPY, QQQ, FTSM, AAPL RESTATEMENT 6/3/2019 000164186619000006
Q4 2015 3,996 1,489,759 AAPL, VTI, QQQ, PG 13F-HR 2/11/2016 000164186616000013
Additional filings from IFP Advisors, Inc that have since been restated