Investment Planning Advisors, Inc. Portfolio Holdings by Sector

Investment Planning Advisors, Inc.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPLG CGCP RWL SPTM QQQM FBND CGGO SPSM 43 stocks	$161,745 94.7% of portfolio	28	14	4	-	0 Calls 0 Puts
Asset Management \| Financial Services ETV ETW RNP 3 stocks	$4,283 2.51% of portfolio	1	2	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services WRB 1 stocks	$1,171 0.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$745 0.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$731 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$503 0.29% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$357 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$308 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO 1 stocks	$288 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$257 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$201 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$200 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts

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

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