Investment Planning Advisors, Inc. Portfolio Holdings

Investment Planning Advisors, Inc.

  • $185 Million
  • Q3 2024

Investment Planning Advisors, Inc. has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $185 Million distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $25M, Invesco Exchange Traded Fd Tr with a value of $14.2M, Capital Group Core Plus Income with a value of $13.1M, Invesco Exchange Traded Fd Tr with a value of $12.9M, and Invesco Exchange Traded Fd Tr with a value of $12.9M.

Examining the 13F form we can see an decrease of $196B in the current position value, from $196B to 185M.

Investment Planning Advisors, Inc. is based out at Cumming, GA

Below you can find more details about Investment Planning Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $185 Million
ETFs: $163 Million
Financial Services: $5.55 Million
Technology: $1.2 Million
Communication Services: $400,000
Utilities: $284,000
Consumer Defensive: $231,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.11 Million 1.14% of portfolio
153,081
Q2 2024 New
$0
$1.59 Million 0.86% of portfolio
183,057
Q2 2024 New
$0
$1.08 Million 0.58% of portfolio
45,546
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $185 Million
  • Prior Value $196 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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