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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.2 Million 1.1% of portfolio
152,979
Q4 2024 Reduced 0.07%
$0
$1.55 Million 0.78% of portfolio
184,303
Q4 2024 Added 0.68%
$18.9B
$1.17 Million 0.59% of portfolio
20,018
Q4 2024 Added 45.79%
$3.5T
$731,000 0.37% of portfolio
2,923
Q4 2024 Reduced 2.08%
$0
$528,000 0.26% of portfolio
25,307
Q4 2024 Reduced 44.44%
$832B
$503,000 0.25% of portfolio
1,247
Q4 2024 New
$969B
$357,000 0.18% of portfolio
1,887
Q4 2024 Reduced 21.9%
$712B
$308,000 0.15% of portfolio
1,285
Q4 2024 New
$99.2B
$288,000 0.14% of portfolio
3,502
Q4 2024 Added 10.96%
$273B
$257,000 0.13% of portfolio
1,918
Q4 2024 Reduced 14.6%
$304B
$201,000 0.1% of portfolio
3,231
Q4 2024 Added 0.22%
$231B
$200,000 0.1% of portfolio
2,224
Q4 2024 New
-
$0 0.0% of portfolio
-
Q4 2024 Added 6.68%

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
Track This Portfolio

Track Investment Planning Advisors, Inc. Portfolio

Follow Investment Planning Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Planning Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Investment Planning Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email