Partners In Financial Planning Portfolio Holdings

Partners In Financial Planning

  • $490 Billion
  • Q4 2024

Partners In Financial Planning has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $490 Billion distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $61.4B, Vanguard Growth ETF with a value of $58.9B, Vanguard Value ETF with a value of $49.9B, Vanguard Total International B with a value of $46.1B, and Vanguard Ftse Developed Market with a value of $36.5B.

Examining the 13F form we can see an increase of $490B in the current position value.

Partners In Financial Planning is based out at Salem, VA

Below you can find more details about Partners In Financial Planning portfolio as well as his latest detailed transactions.

Portfolio value $490 Billion
ETFs: $465 Billion
Consumer Cyclical: $3.37 Billion
Industrials: $3.32 Billion
Energy: $3.26 Billion
Healthcare: $3.16 Billion
Technology: $2.91 Billion
Financial Services: $2.52 Billion
Consumer Defensive: $1.88 Billion
Other: $2.71 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$61.4 Billion 12.52% of portfolio
853,864
Q3 2023 Reduced 26.45%
$0
$58.9 Billion 12.02% of portfolio
143,602
Q3 2023 Added 4.33%
$0
$49.9 Billion 10.17% of portfolio
294,554
Q3 2023 Reduced 3.09%
$0
$46.1 Billion 9.41% of portfolio
940,126
Q3 2023 Reduced 16.95%
$0
$36.5 Billion 7.45% of portfolio
764,163
Q3 2023 Reduced 8.63%
$0
$32.5 Billion 6.62% of portfolio
420,233
Q3 2023 Reduced 22.71%
$0
$18.6 Billion 3.79% of portfolio
93,677
Q3 2023 Reduced 3.66%
$0
$17.7 Billion 3.61% of portfolio
63,212
Q3 2023 Reduced 0.69%
$0
$13.2 Billion 2.69% of portfolio
147,789
Q3 2023 Reduced 1.02%
$0
$13.2 Billion 2.69% of portfolio
298,956
Q3 2023 Reduced 10.0%
$0
$11.7 Billion 2.38% of portfolio
102,045
Q3 2023 Reduced 4.62%
$0
$10.5 Billion 2.14% of portfolio
208,982
Q3 2023 Added 13.92%
$0
$10.4 Billion 2.13% of portfolio
35,977
Q3 2023 Reduced 7.97%
$0
$8.96 Billion 1.83% of portfolio
84,962
Q3 2023 Added 0.34%
$0
$7.35 Billion 1.5% of portfolio
215,265
Q3 2023 Added 10.12%
$0
$5.72 Billion 1.17% of portfolio
10,617
Q3 2023 Added 16.43%
$0
$3.77 Billion 0.77% of portfolio
14,260
Q3 2023 Added 9.1%
$0
$3.78 Billion 0.77% of portfolio
35,518
Q3 2023 Reduced 23.37%
$0
$3.2 Billion 0.65% of portfolio
16,832
Q3 2023 Added 9.23%
$0
$2.93 Billion 0.6% of portfolio
48,264
Q3 2023 Added 4.85%
$0
$2.86 Billion 0.58% of portfolio
32,559
Q3 2023 Added 15.23%
$0
$2.73 Billion 0.56% of portfolio
20,903
Q3 2023 Added 11.79%
$0
$2.67 Billion 0.55% of portfolio
53,580
Q3 2023 Reduced 26.76%
$0
$2.46 Billion 0.5% of portfolio
64,126
Q3 2023 Reduced 4.94%
$0
$2.41 Billion 0.49% of portfolio
47,116
Q3 2023 Added 29.52%
$0
$2.39 Billion 0.49% of portfolio
8,850
Q3 2023 Reduced 16.89%
$0
$2.33 Billion 0.48% of portfolio
93,263
Q3 2023 Added 22.4%
$0
$2.23 Billion 0.45% of portfolio
25,544
Q3 2023 Reduced 13.37%
$53.8B
$1.97 Billion 0.4% of portfolio
8,402
Q3 2023 Added 38.99%
$0
$1.67 Billion 0.34% of portfolio
6,966
Q3 2023 Reduced 2.99%
$0
$1.68 Billion 0.34% of portfolio
29,330
Q3 2023 Reduced 21.42%
$3.43T
$1.63 Billion 0.33% of portfolio
6,527
Q3 2023 Added 27.67%
$0
$1.54 Billion 0.31% of portfolio
3,840
Q4 2023 Reduced 0.78%
$0
$1.48 Billion 0.3% of portfolio
50,946
Q3 2023 Added 11.74%
$0
$1.4 Billion 0.29% of portfolio
18,773
Q3 2023 Added 70.91%
$466B
$1.35 Billion 0.28% of portfolio
12,551
Q3 2023 Added 0.12%
$2.02T
$1.35 Billion 0.27% of portfolio
6,132
Q3 2023 Added 5.63%
$0
$1.24 Billion 0.25% of portfolio
20,477
Q3 2023 Added 51.02%
$0
$1.24 Billion 0.25% of portfolio
31,328
Q3 2023 Added 5.88%
Ferguson Enterprises Inc
-
$1.14 Billion 0.23% of portfolio
-
Q3 2023 Added 2.95%
$0
$1.1 Billion 0.22% of portfolio
18,634
Q3 2023 Reduced 6.21%
$0
$1.06 Billion 0.22% of portfolio
18,961
Q3 2023 Reduced 0.91%
$0
$984 Million 0.2% of portfolio
10,890
Q3 2023 Added 57.19%
$2.9T
$935 Million 0.19% of portfolio
2,219
Q3 2023 Reduced 30.69%
$17.2B
$856 Million 0.17% of portfolio
7,504
Q3 2023 Added 7.76%
$0
$833 Million 0.17% of portfolio
1,416
Q3 2023 Reduced 14.62%
$0
$844 Million 0.17% of portfolio
11,166
Q3 2023 Reduced 0.3%
$42.8B
$858 Million 0.17% of portfolio
11,584
Q4 2024 New
$0
$768 Million 0.16% of portfolio
4,149
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $490 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 107 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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