| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 34 | Q2 2024 | 3.1% |
| SPDR S&P 500 TRUST | 34 | Q2 2024 | 4.4% |
| ISHARES TR CORE SP500 ETF | 34 | Q2 2024 | 2.1% |
| AMAZON COM INC COM | 34 | Q2 2024 | 2.5% |
| ISHARES TR CORE SP MCP ETF | 34 | Q2 2024 | 2.1% |
| GOOGLE INC | 34 | Q2 2024 | 4.6% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | 34 | Q2 2024 | 1.9% |
| MICROSOFT CORP COM | 34 | Q2 2024 | 1.2% |
| ISHARES TR SP 500 GRWT ETF | 34 | Q2 2024 | 2.2% |
| ISHARES TR CORE US AGGBD ET | 34 | Q2 2024 | 1.7% |
View IFP Advisors, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-12 |
| 13F-HR/A | 2023-08-14 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-08 |
| 13F-HR/A | 2022-09-06 |
View IFP Advisors, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.