Institutions / IFP Advisors, Inc / Activity
Activity — IFP Advisors, Inc
4,149 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | Add | 808524201 Common stock | $3.26M | +121K +20.56% | 710,515 0.43% of portfolio | low |
| Q4 2025 as of | Add | 00162Q858 Common stock | $3.12M | +52K +461.38% | 62,745 0.09% of portfolio | low |
| Q4 2025 as of | Add | Schwab Charles Corp Common stock | $2.98M | +30K +143.89% | 50,485 0.11% of portfolio | low |
| Q4 2025 as of | Add | JPMorgan Chase & Co Common stock | $2.91M | +9K +18.47% | 57,893 0.42% of portfolio | low |
| Q4 2025 as of | Add | 92189F106 Common stock | $2.85M | +33K +107.00% | 64,186 0.12% of portfolio | low |
| Q4 2025 as of | Add | Deere & Co Common stock | $2.79M | +6K +176.94% | 9,369 0.10% of portfolio | low |
| Q4 2025 as of | Trim | 33739Q408 Common stock | $-2.68M | -45K -12.38% | 316,815 0.43% of portfolio | low |
| Q4 2025 as of | Add | ServiceNow Inc Common stock | $2.65M | +17K +352.21% | 22,172 0.08% of portfolio | low |
| Q4 2025 as of | Add | International Business Machines Corp Common stock | $2.62M | +9K +28.61% | 39,799 0.26% of portfolio | low |
| Q4 2025 as of | Add | 464288646 Common stock | $2.60M | +49K +14.30% | 393,262 0.47% of portfolio | low |
| Q4 2025 as of | Add | 46434G103 Common stock | $2.60M | +39K +15.78% | 283,426 0.43% of portfolio | low |
| Q4 2025 as of | Add | Broadcom Inc. Common stock | $2.43M | +7K +12.09% | 65,096 0.51% of portfolio | low |
| Q4 2025 as of | Add | 46436E718 Common stock | $2.41M | +24K +77.11% | 55,241 0.12% of portfolio | low |
| Q4 2025 as of | Trim | First Trust Exchange-Traded Fund VIII Common stock | $-2.37M | -60K -86.37% | 9,517 <0.01% of portfolio | low |
| Q4 2025 as of | Add | Mastec Inc Common stock | $2.36M | +11K +6172.16% | 11,039 0.05% of portfolio | low |
| Q4 2025 as of | Add | Duke Energy Corp Common stock | $2.34M | +20K +80.24% | 44,936 0.12% of portfolio | low |
| Q4 2025 as of | Add | Mcdonald'S Corp Common stock | $2.31M | +8K +33.68% | 30,051 0.21% of portfolio | low |
| Q4 2025 as of | Trim | Visa Inc Common stock | $-2.27M | -6K -12.91% | 43,563 0.34% of portfolio | low |
| Q4 2025 as of | Add | 46436E726 Common stock | $2.23M | +101K +79.58% | 227,513 0.11% of portfolio | low |
| Q4 2025 as of | Add | 464288679 Common stock | $2.19M | +20K +37.60% | 72,891 0.18% of portfolio | low |
| Q4 2025 as of | Trim | 025072307 Common stock | $-2.19M | -19K -22.70% | 65,139 0.17% of portfolio | low |
| Q4 2025 as of | Add | 33738R506 Common stock | $2.18M | +31K +34.12% | 123,531 0.19% of portfolio | low |
| Q4 2025 as of | Add | 46138G649 Common stock | $2.18M | +9K +54.31% | 24,476 0.14% of portfolio | low |
| Q4 2025 as of | Add | 46090E103 Common stock | $2.17M | +4K +3.80% | 96,489 1.33% of portfolio | low |
| Q4 2025 as of | Add | Southern Co Common stock | $2.16M | +25K +201.15% | 37,114 0.07% of portfolio | low |
| Q4 2025 as of | New | Qnity Electronics, Inc. Common stock | $2.16M | +26K | 26,443 0.05% of portfolio | low |
| Q4 2025 as of | Add | 05613H100 Common stock | $2.11M | +73K +3033.92% | 75,214 0.05% of portfolio | low |
| Q4 2025 as of | Add | 00775Y256 Common stock | $2.04M | +83K +8320.54% | 84,037 0.05% of portfolio | low |
| Q4 2025 as of | Add | Palantir Technologies Inc Common stock | $2.04M | +11K +23.10% | 61,052 0.24% of portfolio | low |
| Q4 2025 as of | Add | 316092840 Common stock | $2.02M | +36K +20.28% | 211,646 0.27% of portfolio | low |
| Q4 2025 as of | Add | Bank of America Corp /De Common stock | $2.01M | +37K +28.89% | 163,305 0.20% of portfolio | low |
| Q4 2025 as of | Add | Vulcan Materials Co Common stock | $1.90M | +7K +500.67% | 8,013 0.05% of portfolio | low |
| Q4 2025 as of | Add | Citigroup Inc Common stock | $1.87M | +16K +134.63% | 27,902 0.07% of portfolio | low |
| Q4 2025 as of | Add | 46432F842 Common stock | $1.81M | +20K +11.43% | 197,423 0.40% of portfolio | low |
| Q4 2025 as of | Trim | Automatic Data Processing Inc Common stock | $-1.81M | -7K -32.26% | 14,791 0.09% of portfolio | low |
| Q4 2025 as of | Add | Hubspot Inc Common stock | $1.80M | +4K +707.24% | 5,126 0.05% of portfolio | low |
| Q4 2025 as of | Trim | TMUS T-Mobile US, Inc. Common Stock | $-1.80M | -9K -56.25% | 6,902 0.03% of portfolio | low |
| Q4 2025 as of | Add | Otis Worldwide Corp Common stock | $1.80M | +21K +1158.65% | 22,404 0.04% of portfolio | low |
| Q4 2025 as of | Add | 808524102 Common stock | $1.78M | +68K +13.50% | 569,737 0.34% of portfolio | low |
| Q4 2025 as of | Add | 45782C573 Common stock | $1.74M | +42K +301.80% | 55,404 0.05% of portfolio | low |
| Q4 2025 as of | Trim | 09661T107 Common stock | $-1.72M | -13K -19.47% | 54,368 0.16% of portfolio | low |
| Q4 2025 as of | Trim | 78464A854 Common stock | $-1.71M | -21K -3.73% | 551,439 0.99% of portfolio | low |
| Q4 2025 as of | Add | 00162Q452 Common stock | $1.71M | +36K +70.49% | 87,903 0.09% of portfolio | low |
| Q4 2025 as of | New | 74316P579 Common stock | $1.69M | +26K | 25,812 0.04% of portfolio | low |
| Q4 2025 as of | Add | DuPont de Nemours, Inc. Common stock | $1.69M | +42K +76.49% | 96,967 0.09% of portfolio | low |
| Q4 2025 as of | Add | TransDigm Group Inc. Common stock | $1.69M | +1K +392.88% | 1,592 0.05% of portfolio | low |
| Q4 2025 as of | Add | 46436E486 Common stock | $1.68M | +80K +185.39% | 122,486 0.06% of portfolio | low |
| Q4 2025 as of | Trim | Honeywell International Inc Common stock | $-1.67M | -9K -35.07% | 15,877 0.07% of portfolio | low |
| Q4 2025 as of | Add | 85208R101 Common stock | $1.66M | +36K +18.23% | 234,680 0.24% of portfolio | low |
| Q4 2025 as of | Add | 464287804 Common stock | $1.65M | +14K +15.19% | 103,971 0.28% of portfolio | low |