Investments & Financial Planning, LLC Portfolio Holdings

Investments & Financial Planning, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $158 Million distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap ETF with a value of $36.3M, Spdr Portfolio with a value of $31.6M, Ishares Core S&P Mid Cap ETF with a value of $24.6M, Vanguard Mid Cap ETF with a value of $14.7M, and Capital Group Growth ETF Shs C with a value of $8.08M.

Examining the 13F form we can see an increase of $8.89M in the current position value, from $149M to 158M.

Investments & Financial Planning, LLC is based out at Lexington, KY

Below you can find more details about Investments & Financial Planning, LLC portfolio as well as his latest detailed transactions.