Investment Planning Advisors, Inc. Portfolio Holdings

Investment Planning Advisors, Inc.

  • $202 Million
  • Q1 2025

Investment Planning Advisors, Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $202 Million distributed in 70 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 $24.3M, Vanguard Extended Market ETF with a value of $21.9M, Capital Group Core Equity ETF with a value of $21.8M, Capital Group Core Plus Income with a value of $19.4M, and Invesco Exchange Traded Fd Tr with a value of $12.6M.

Examining the 13F form we can see an increase of $2.49M in the current position value, from $200M to 202M.

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 $202 Million
ETFs: $161 Million
Financial Services: $5.04 Million
Technology: $1.4 Million
Consumer Defensive: $552,000
Consumer Cyclical: $355,000
Utilities: $343,000
Communication Services: $297,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.49 Million 0.74% of portfolio
112,591
Q1 2025 Reduced 26.4%
$18.8B
$1.42 Million 0.7% of portfolio
20,007
Q1 2025 Reduced 0.05%
$0
$998,000 0.49% of portfolio
120,993
Q1 2025 Reduced 34.35%
$3.21T
$635,000 0.31% of portfolio
2,860
Q1 2025 Reduced 2.16%
$0
$518,000 0.26% of portfolio
23,486
Q1 2025 Reduced 7.2%
$751B
$355,000 0.18% of portfolio
1,372
Q1 2025 Added 10.02%
$100B
$343,000 0.17% of portfolio
3,735
Q1 2025 Added 6.65%
$257B
$314,000 0.16% of portfolio
3,580
Q1 2025 Added 60.97%
$905B
$297,000 0.15% of portfolio
1,927
Q1 2025 Added 2.12%
$2.73T
$301,000 0.15% of portfolio
802
Q1 2025 New
$685B
$305,000 0.15% of portfolio
574
Q1 2025 New
$691B
$312,000 0.15% of portfolio
1,273
Q1 2025 Reduced 0.93%
$246B
$256,000 0.13% of portfolio
2,370
Q1 2025 Added 23.57%
$320B
$238,000 0.12% of portfolio
3,330
Q1 2025 Added 3.06%
$216B
$207,000 0.1% of portfolio
833
Q1 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $202 Million
  • Prior Value $200 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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