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 | Uber Technologies, Inc Common stock | $616.3K | +8K +13.91% | 61,767 0.11% of portfolio | low |
| Q4 2025 as of | Add | United Parcel Service Inc Common stock | $615.4K | +6K +16.04% | 44,878 0.10% of portfolio | low |
| Q4 2025 as of | Add | PayPal Holdings, Inc. Common stock | $615.3K | +11K +21.44% | 59,703 0.08% of portfolio | low |
| Q4 2025 as of | Trim | 46434V878 Common stock | $-609.7K | -12K -29.67% | 28,581 0.03% of portfolio | low |
| Q4 2025 as of | New | 45784N445 Common stock | $604.0K | +32K | 31,551 0.01% of portfolio | low |
| Q4 2025 as of | Add | 46435U515 Common stock | $601.0K | +24K +10.60% | 246,459 0.14% of portfolio | low |
| Q4 2025 as of | Trim | Western Asset Premier Bond Fund Common stock | $-585.6K | -53K -82.96% | 10,904 <0.01% of portfolio | low |
| Q4 2025 as of | Add | Constellation Energy Corp Common stock | $583.6K | +2K +26.18% | 7,962 0.06% of portfolio | low |
| Q4 2025 as of | Trim | Bath & Body Works, Inc. Common stock | $-579.5K | -29K -83.54% | 5,686 <0.01% of portfolio | low |
| Q4 2025 as of | Add | 464287226 Common stock | $577.2K | +6K +5.96% | 102,663 0.23% of portfolio | low |
| Q4 2025 as of | Add | 06738C778 Common stock | $565.4K | +15K +93950.00% | 15,048 0.01% of portfolio | low |
| Q4 2025 as of | Add | Chipotle Mexican Grill Inc Common stock | $565.0K | +15K +31.03% | 64,488 0.05% of portfolio | low |
| Q4 2025 as of | Add | W.w. Grainger, Inc. Common stock | $564.1K | +559 +33.35% | 2,235 0.05% of portfolio | low |
| Q4 2025 as of | Trim | Datadog, Inc. Common stock | $-559.5K | -4K -27.94% | 10,608 0.03% of portfolio | low |
| Q4 2025 as of | Add | Pinterest, Inc. Common stock | $556.7K | +22K +246.40% | 30,227 0.02% of portfolio | low |
| Q4 2025 as of | Add | 922908363 Common stock | $554.4K | +884 +1.65% | 54,402 0.77% of portfolio | low |
| Q4 2025 as of | Add | 808524805 Common stock | $553.2K | +23K +14.11% | 186,051 0.10% of portfolio | low |
| Q4 2025 as of | Add | 78464A870 Common stock | $551.4K | +5K +222.65% | 6,553 0.02% of portfolio | low |
| Q4 2025 as of | Add | 37733W204 Common stock | $551.4K | +11K +99.77% | 22,512 0.02% of portfolio | low |
| Q4 2025 as of | Add | LyondellBasell Industries N.V. Common stock | $550.0K | +13K +321.63% | 16,650 0.02% of portfolio | low |
| Q4 2025 as of | Add | 886364231 Common stock | $545.7K | +22K +7.05% | 334,673 0.19% of portfolio | low |
| Q4 2025 as of | Trim | 78463X889 Common stock | $-542.2K | -12K -1.51% | 794,588 0.79% of portfolio | low |
| Q4 2025 as of | Trim | Yum! Brands Inc Common stock | $-540.1K | -4K -33.37% | 7,128 0.02% of portfolio | low |
| Q4 2025 as of | Add | Martin Marietta Materials Inc Common stock | $539.8K | +867 +94.55% | 1,784 0.02% of portfolio | low |
| Q4 2025 as of | Add | 45784N874 Common stock | $534.0K | +19K +1162.94% | 20,207 0.01% of portfolio | low |
| Q4 2025 as of | Add | First Trust Exchange-Traded Fund IV Common stock | $533.0K | +20K +18.03% | 132,952 0.08% of portfolio | low |
| Q4 2025 as of | Add | 316092600 Common stock | $532.6K | +7K +204.97% | 10,668 0.02% of portfolio | low |
| Q4 2025 as of | Trim | 464287101 Common stock | $-530.2K | -2K -1.45% | 105,116 0.81% of portfolio | low |
| Q4 2025 as of | Add | General Electric Co Common stock | $530.1K | +2K +11.90% | 16,189 0.11% of portfolio | low |
| Q4 2025 as of | Add | American Electric Power Co Inc Common stock | $529.3K | +5K +36.18% | 17,276 0.04% of portfolio | low |
| Q4 2025 as of | Trim | Exxon Mobil Corp Common stock | $-524.8K | -4K -2.74% | 154,940 0.42% of portfolio | low |
| Q4 2025 as of | Trim | 46138E511 Common stock | $-523.5K | -47K -23.12% | 154,907 0.04% of portfolio | low |
| Q4 2025 as of | Add | 14020V108 Common stock | $523.3K | +13K +3.27% | 410,781 0.37% of portfolio | low |
| Q4 2025 as of | Add | Burlington Stores, Inc. Common stock | $519.6K | +2K +4612.82% | 1,838 0.01% of portfolio | low |
| Q4 2025 as of | Add | 922908751 Common stock | $512.5K | +2K +5.97% | 35,273 0.20% of portfolio | low |
| Q4 2025 as of | Add | Kinder Morgan, Inc. Common stock | $507.1K | +18K +41.18% | 63,235 0.04% of portfolio | low |
| Q4 2025 as of | Add | 78464A284 Common stock | $507.0K | +20K +183.95% | 31,379 0.02% of portfolio | low |
| Q4 2025 as of | Add | 72201R833 Common stock | $501.9K | +5K +9.26% | 58,996 0.13% of portfolio | low |
| Q4 2025 as of | Add | 33738R118 Common stock | $501.8K | +5K +2.99% | 178,722 0.39% of portfolio | low |
| Q4 2025 as of | Trim | 69374H881 Common stock | $-501.8K | -8K -6.23% | 125,419 0.17% of portfolio | low |
| Q4 2025 as of | Add | Constellation Brands, Inc. Common stock | $500.8K | +4K +162.71% | 5,861 0.02% of portfolio | low |
| Q4 2025 as of | Add | Archer-Daniels-Midland Co Common stock | $497.9K | +9K +113.59% | 16,284 0.02% of portfolio | low |
| Q4 2025 as of | Add | Edwards Lifesciences Corp Common stock | $495.0K | +6K +86.66% | 12,508 0.02% of portfolio | low |
| Q4 2025 as of | Add | Etsy Inc Common stock | $494.2K | +9K +157.85% | 14,561 0.02% of portfolio | low |
| Q4 2025 as of | Add | Hormel Foods Corp /De Common stock | $493.2K | +21K +1290.27% | 22,425 0.01% of portfolio | low |
| Q4 2025 as of | Trim | 46436E379 Common stock | $-488.9K | -21K -50.21% | 20,519 0.01% of portfolio | low |
| Q4 2025 as of | Trim | CrowdStrike Holdings, Inc. Common stock | $-486.1K | -1K -5.86% | 16,651 0.18% of portfolio | low |
| Q4 2025 as of | Add | Starbucks Corp Common stock | $485.2K | +6K +19.12% | 35,900 0.07% of portfolio | low |
| Q4 2025 as of | Trim | 81369Y704 Common stock | $-483.4K | -3K -7.86% | 36,514 0.13% of portfolio | low |
| Q4 2025 as of | New | IQI Invesco Quality Municipal Income Trust Closed-End Fund | $480.4K | +48K | 48,236 0.01% of portfolio | low |