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 | Trim | Domino's Pizza Inc. Common stock | $-841.6K | -2K -86.91% | 304 <0.01% of portfolio | low |
| Q4 2025 as of | Exit | 37950E341 Common stock | $-840.0K | -14K -100.00% | 0 | low |
| Q4 2025 as of | Add | Caterpillar Inc Common stock | $839.8K | +1K +9.37% | 17,117 0.22% of portfolio | low |
| Q4 2025 as of | Add | 33738D788 Common stock | $822.5K | +39K +20.06% | 231,832 0.11% of portfolio | low |
| Q4 2025 as of | Add | Bloom Energy Corp Common stock | $821.5K | +9K +464.34% | 11,490 0.02% of portfolio | low |
| Q4 2025 as of | Add | 025072257 Common stock | $812.3K | +16K +55.84% | 43,951 0.05% of portfolio | low |
| Q4 2025 as of | Trim | 464287184 Common stock | $-809.3K | -21K -92.09% | 1,816 <0.01% of portfolio | low |
| Q4 2025 as of | Add | McKesson Corp Common stock | $806.3K | +983 +26.92% | 4,635 0.09% of portfolio | low |
| Q4 2025 as of | Add | 808524649 Common stock | $793.4K | +31K +240.52% | 43,603 0.03% of portfolio | low |
| Q4 2025 as of | Add | GE Vernova Inc. Common stock | $790.8K | +1K +26.80% | 5,725 0.08% of portfolio | low |
| Q4 2025 as of | Add | Hershey Co Common stock | $788.5K | +4K +346.36% | 5,584 0.02% of portfolio | low |
| Q4 2025 as of | Add | 46435G672 Common stock | $770.7K | +15K +8.40% | 198,772 0.22% of portfolio | low |
| Q4 2025 as of | New | 746729797 Common stock | $765.0K | +98K | 97,890 0.02% of portfolio | low |
| Q4 2025 as of | Add | 808524839 Common stock | $755.0K | +32K +7.66% | 453,917 0.24% of portfolio | low |
| Q4 2025 as of | Add | Hartford Insurance Group, Inc. Common stock | $752.1K | +5K +326.05% | 7,132 0.02% of portfolio | low |
| Q4 2025 as of | Add | Parker-Hannifin Corp Common stock | $750.6K | +854 +12.71% | 7,575 0.15% of portfolio | low |
| Q4 2025 as of | Add | Altria Group, Inc. Common stock | $745.2K | +13K +26.42% | 61,844 0.08% of portfolio | low |
| Q4 2025 as of | Add | Crown Castle Inc Common stock | $739.8K | +8K +509.49% | 9,959 0.02% of portfolio | low |
| Q4 2025 as of | Trim | 464288885 Common stock | $-739.6K | -6K -19.33% | 27,091 0.07% of portfolio | low |
| Q4 2025 as of | Add | 19249U104 Common stock | $727.7K | +29K +1151.47% | 30,999 0.02% of portfolio | low |
| Q4 2025 as of | Add | 81369Y209 Common stock | $722.8K | +5K +9.51% | 53,790 0.19% of portfolio | low |
| Q4 2025 as of | Add | 37960A529 Common stock | $720.9K | +11K +92.69% | 23,130 0.03% of portfolio | low |
| Q4 2025 as of | Add | 808524771 Common stock | $715.4K | +26K +27.77% | 120,957 0.07% of portfolio | low |
| Q4 2025 as of | Add | 046353108 Common stock | $711.4K | +8K +160.24% | 12,567 0.03% of portfolio | low |
| Q4 2025 as of | Add | 47103U845 Common stock | $707.3K | +14K +11.89% | 131,613 0.15% of portfolio | low |
| Q4 2025 as of | New | 45784N528 Common stock | $703.9K | +33K | 32,567 0.02% of portfolio | low |
| Q4 2025 as of | Add | Lockheed Martin Corp Common stock | $700.4K | +1K +13.48% | 12,188 0.13% of portfolio | low |
| Q4 2025 as of | Trim | 97717X669 Common stock | $-700.1K | -8K -1.97% | 390,538 0.78% of portfolio | low |
| Q4 2025 as of | Add | Cooper Companies, Inc. Common stock | $699.8K | +9K +943.43% | 9,443 0.02% of portfolio | low |
| Q4 2025 as of | Add | ELI LILLY & Co Common stock | $697.5K | +649 +3.69% | 18,245 0.44% of portfolio | low |
| Q4 2025 as of | Add | Quest Diagnostics Inc Common stock | $691.7K | +4K +32.46% | 16,264 0.06% of portfolio | low |
| Q4 2025 as of | Add | 464287630 Common stock | $688.6K | +4K +69.20% | 9,291 0.04% of portfolio | low |
| Q4 2025 as of | Add | Marketaxess Holdings Inc Common stock | $688.0K | +4K +807.66% | 4,266 0.02% of portfolio | low |
| Q4 2025 as of | Add | Eog Resources Inc Common stock | $686.5K | +7K +156.88% | 10,704 0.03% of portfolio | low |
| Q4 2025 as of | Add | 464289438 Common stock | $685.7K | +2K +8.55% | 31,432 0.20% of portfolio | low |
| Q4 2025 as of | Trim | Danaher Corp /De Common stock | $-678.1K | -3K -38.77% | 4,678 0.02% of portfolio | low |
| Q4 2025 as of | Add | 69344A834 Common stock | $677.8K | +13K +26.40% | 63,297 0.07% of portfolio | low |
| Q4 2025 as of | Add | 670100205 Common stock | $672.0K | +13K +96.35% | 26,917 0.03% of portfolio | low |
| Q4 2025 as of | Add | 14021D107 Common stock | $661.5K | +19K +6.27% | 317,223 0.25% of portfolio | low |
| Q4 2025 as of | Add | 33939L407 Common stock | $656.0K | +14K +1512.47% | 15,254 0.02% of portfolio | low |
| Q4 2025 as of | Add | AT&T Inc. Common stock | $654.7K | +26K +8.90% | 322,545 0.18% of portfolio | low |
| Q4 2025 as of | Add | PROCTER & GAMBLE Co Common stock | $648.8K | +5K +7.37% | 65,970 0.21% of portfolio | low |
| Q4 2025 as of | Trim | 46435G219 Common stock | $-647.2K | -14K -12.94% | 95,386 0.10% of portfolio | low |
| Q4 2025 as of | Add | 3M Co Common stock | $638.6K | +4K +78.42% | 9,076 0.03% of portfolio | low |
| Q4 2025 as of | Trim | 46436E387 Common stock | $-637.5K | -27K -61.67% | 16,734 <0.01% of portfolio | low |
| Q4 2025 as of | Add | 316092543 Common stock | $636.2K | +21K +54215.79% | 20,640 0.01% of portfolio | low |
| Q4 2025 as of | New | FSSL FS Specialty Lending Fund Closed-End Fund | $632.0K | +45K | 44,693 0.01% of portfolio | low |
| Q4 2025 as of | Trim | Micron Technology Inc Common stock | $-626.2K | -2K -13.59% | 13,954 0.09% of portfolio | low |
| Q4 2025 as of | Add | 316092725 Common stock | $623.1K | +24K +164.92% | 38,628 0.02% of portfolio | low |
| Q4 2025 as of | Add | 45783Y848 Common stock | $621.3K | +19K +2637.46% | 19,217 0.01% of portfolio | low |