Investment Planning Advisors, Inc. Portfolio Holdings

Investment Planning Advisors, Inc.

  • $200 Million
  • Q4 2024

Investment Planning Advisors, Inc. has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $200 Million distributed in 63 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 $20.4M, Capital Group Core Plus Income with a value of $19.7M, Capital Group Core Equity ETF with a value of $18.2M, Invesco Exchange Traded Fd Tr with a value of $13.8M, and Spdr Portfolio S&P 1500 Compos with a value of $13M.

Examining the 13F form we can see an increase of $14.5M in the current position value, from $185M to 200M.

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 $200 Million
ETFs: $162 Million
Financial Services: $5.76 Million
Technology: $988,000
Consumer Cyclical: $503,000
Consumer Defensive: $401,000
Communication Services: $357,000
Utilities: $288,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.4 Million 10.22% of portfolio
296,223
Q4 2024 Reduced 19.93%
$0
$19.7 Million 9.84% of portfolio
886,110
Q4 2024 Added 55.86%
$0
$18.2 Million 9.1% of portfolio
519,639
Q4 2024 Added 110.7%
$0
$13.8 Million 6.89% of portfolio
140,588
Q4 2024 Reduced 3.09%
$0
$13 Million 6.53% of portfolio
182,597
Q4 2024 Added 512.54%
$0
$12.7 Million 6.35% of portfolio
60,297
Q4 2024 Reduced 6.1%
$0
$10.1 Million 5.06% of portfolio
225,245
Q4 2024 Added 6.37%
$0
$10 Million 5.03% of portfolio
220,272
Q4 2024 Added 79.98%
$0
$8.6 Million 4.31% of portfolio
294,419
Q4 2024 Added 17.23%
$0
$7.33 Million 3.67% of portfolio
163,250
Q4 2024 Added 20.14%
$0
$6.97 Million 3.49% of portfolio
36,711
Q4 2024 Added 36.42%
$0
$6.08 Million 3.04% of portfolio
186,070
Q4 2024 Added 3.21%
$0
$4.81 Million 2.41% of portfolio
62,302
Q4 2024 New
$0
$4.5 Million 2.25% of portfolio
69,100
Q4 2024 Reduced 14.99%
$0
$3.89 Million 1.95% of portfolio
67,586
Q4 2024 Added 1.0%
$0
$3.75 Million 1.88% of portfolio
68,498
Q4 2024 Reduced 2.02%
$0
$2.61 Million 1.31% of portfolio
24,504
Q4 2024 Added 12.16%
$0
$2.49 Million 1.25% of portfolio
48,764
Q4 2024 Added 22.07%
$0
$2.2 Million 1.1% of portfolio
152,979
Q4 2024 Reduced 0.07%
$0
$2.07 Million 1.04% of portfolio
41,269
Q4 2024 Added 21.76%
$0
$1.92 Million 0.96% of portfolio
34,043
Q4 2024 Added 1.87%
$0
$1.57 Million 0.78% of portfolio
24,712
Q4 2024 Added 329.77%
$0
$1.55 Million 0.78% of portfolio
184,303
Q4 2024 Added 0.68%
$0
$1.37 Million 0.69% of portfolio
11,660
Q4 2024 Added 18.87%
$15.1B
$1.17 Million 0.59% of portfolio
20,018
Q4 2024 Added 45.79%
$0
$994,000 0.5% of portfolio
2,895
Q4 2024 Added 16.13%
$0
$915,000 0.46% of portfolio
10,417
Q4 2024 Added 27.25%
$0
$863,000 0.43% of portfolio
27,469
Q4 2024 Added 2.95%
$3.59T
$731,000 0.37% of portfolio
2,923
Q4 2024 Reduced 2.08%
$0
$745,000 0.37% of portfolio
2,572
Q4 2024 Reduced 2.72%
$0
$729,000 0.37% of portfolio
4,164
Q4 2024 Reduced 3.34%
$0
$716,000 0.36% of portfolio
28,819
Q4 2024 Added 22.31%
$0
$691,000 0.35% of portfolio
3,794
Q4 2024 Reduced 6.53%
$0
$700,000 0.35% of portfolio
11,794
Q4 2024 Reduced 31.78%
$0
$682,000 0.34% of portfolio
3,831
Q4 2024 Added 25.77%
$0
$572,000 0.29% of portfolio
3,501
Q4 2024 Added 11.67%
$0
$558,000 0.28% of portfolio
13,394
Q4 2024 Added 3.84%
$0
$528,000 0.26% of portfolio
25,307
Q4 2024 Reduced 44.44%
$0
$523,000 0.26% of portfolio
10,385
Q4 2024 Reduced 9.06%
$0
$505,000 0.25% of portfolio
859
Q4 2024 Reduced 6.22%
$1.3T
$503,000 0.25% of portfolio
1,247
Q4 2024 New
$0
$467,000 0.23% of portfolio
20,600
Q4 2024 Added 101.7%
$0
$425,000 0.21% of portfolio
4,036
Q4 2024 Reduced 7.73%
$0
$404,000 0.2% of portfolio
8,035
Q4 2024 Reduced 92.56%
$0
$396,000 0.2% of portfolio
8,687
Q4 2024 Added 8.41%
$0
$380,000 0.19% of portfolio
1,439
Q4 2024 Added 47.44%
$1.18T
$357,000 0.18% of portfolio
1,887
Q4 2024 Reduced 21.9%
$0
$336,000 0.17% of portfolio
6,982
Q4 2024 Added 1.32%
$780B
$308,000 0.15% of portfolio
1,285
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $200 Million
  • Prior Value $185 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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