Investment Planning Advisors, Inc. Incresed Positions in Q1 2025

Investment Planning Advisors, Inc.

  • $202 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VXF
Vanguard Extended Market ETF

ETFs
90.7K
+ 247.01%
$170.36 - $201.04 $15.4M - $18.2M
127K $21.9M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
72.7K
+ 294.08%
$61.91 - $66.79 $4.5M - $4.85M
97.4K $6.08M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
73.6K
+ 24.85%
$64.88 - $72.1 $4.78M - $5.31M
370K $24.3M
CGUS
Capital Group Core Equity ETF
133K
+ 25.54%
$33.08 - $36.62 $4.39M - $4.86M
652K $21.8M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
14.4K
+ 7.74%
$32.66 - $36.43 $470K - $525K
200K $7.03M
FMB
First Tr Exchange Traded Fd Ii

ETFs
8.88K
+ 18.21%
$50.17 - $51.45 $446K - $457K
57.6K $2.91M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
8.06K
+ 19.53%
$49.69 - $50.76 $400K - $409K
49.3K $2.47M
JPIE
J P Morgan Exchange Traded Fd
5.9K
+ 2.68%
$45.46 - $46.18 $268K - $272K
226K $10.4M
CGGO
Capital Group Global Growth Eq

ETFs
20.8K
+ 7.08%
$28.33 - $30.84 $590K - $643K
315K $8.93M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5.29K
+ 75.72%
$48.65 - $53.06 $257K - $281K
12.3K $637K
SUB
Ishares Short Term National Mu

ETFs
1.42K
+ 35.26%
$105.3 - $106.24 $150K - $151K
5.46K $576K
DFAX
Dimensional ETF Tr
3.3K
+ 11.45%
$24.45 - $27.2 $80.7K - $89.8K
32.1K $841K
WMT
Walmart Inc.

Consumer Defensive
1.36K
+ 60.97%
$84.5 - $105.05 $115K - $142K
3.58K $314K
CSB
Victory Portf Ii Shs Us Small

ETFs
2.36K
+ 19.99%
$55.62 - $62.03 $131K - $146K
14.2K $812K
VIG
Vanguard Dividend Appreciation

ETFs
429
+ 11.31%
N/A
4.22K $769K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.61K
+ 12.67%
$22.46 - $23.26 $58.6K - $60.7K
23.2K $537K
SO
Southern CO

Utilities
233
+ 6.65%
$80.96 - $92.96 $18.9K - $21.7K
3.74K $343K
FTCS
First Trust Capital Strength E

ETFs
373
+ 3.58%
$86.39 - $91.35 $32.2K - $34.1K
10.8K $967K
KO
Coca Cola CO

Consumer Defensive
99
+ 3.06%
$60.81 - $72.32 $6.02K - $7.16K
3.33K $238K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
772
+ 8.89%
$44.81 - $46.22 $34.6K - $35.7K
9.46K $426K
VO
Vanguard Mid Cap ETF

ETFs
142
+ 9.87%
$251.87 - $277.95 $35.8K - $39.5K
1.58K $408K
VPU
Vanguard Utilities ETF

ETFs
15
+ 0.43%
$161.24 - $173.33 $2.42K - $2.6K
3.52K $600K
ICSH
Blackrock Ultra Short Term Bon

ETFs
415
+ 4.0%
$50.44 - $50.7 $20.9K - $21K
10.8K $547K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
321
+ 4.0%
$50.39 - $50.66 $16.2K - $16.3K
8.36K $423K
VB
Vanguard Small Cap ETF

ETFs
110
+ 10.07%
$217.89 - $252.64 $24K - $27.8K
1.2K $266K
Blackrock ETF Trust Ii
334
+ 0.19%
N/A
176K $0
J P Morgan Exchange Traded F
4.27K
+ 15.62%
N/A
31.6K $0
J P Morgan Exchange Traded F
180K
+ 67.73%
N/A
446K $0
NVDA
Nvidia Corp

Technology
452
+ 23.57%
$106.98 - $149.43 $48.4K - $67.5K
2.37K $256K
SCHX
Schwab Strategic Tr Us Large C

ETFs
462
+ 4.31%
$21.75 - $24.28 $10K - $11.2K
11.2K $247K
RSP
Invesco S&P 500 Equal Weight E

ETFs
20
+ 0.48%
$169.43 - $182.84 $3.39K - $3.66K
4.18K $724K
VTI
Vanguard Total Stock Market Et

ETFs
83
+ 3.23%
$271.18 - $303.12 $22.5K - $25.2K
2.66K $729K
QUAL
Ishares Msci Usa Quality Facto

ETFs
13
+ 0.34%
$168.16 - $186.21 $2.19K - $2.42K
3.84K $656K
GOOGL
Alphabet Inc.

Communication Services
40
+ 2.12%
$154.33 - $206.19 $6.17K - $8.25K
1.93K $297K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.97K
+ 8.25%
$192.82 - $222.1 $959K - $1.1M
65.3K $12.6M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
239
+ 0.7%
$51.45 - $58.51 $12.3K - $14K
34.3K $1.78M
TSLA
Tesla, Inc.

Consumer Cyclical
125
+ 10.02%
$222.15 - $428.22 $27.8K - $53.5K
1.37K $355K
Activity Summary
Buys All Purchases 48 New Holdings 10 Increased Positions 38 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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