Investment Planning Advisors, Inc. Top Holdings and 13F Report (2024) About Investment Planning Advisors, Inc.Investment ActivityInvestment Planning Advisors, Inc. has $195.98 million in total holdings as of September 30, 2024.Investment Planning Advisors, Inc. owns shares of 59 different stocks, but just 18 companies or ETFs make up 80% of its holdings.This quarter, Investment Planning Advisors, Inc. has purchased 59 new stocks and bought additional shares in 0 stocks.Investment Planning Advisors, Inc. sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $23,675,863Invesco S&P 500 Revenue ETF $13,436,939Invesco NASDAQ 100 ETF $12,656,779Invesco S&P 500 GARP ETF $12,650,009Capital Group Core Plus Income ETF $12,632,759 Sector Allocation Over TimeMap of 500 Largest Holdings ofInvestment Planning Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$23,675,8630.0%369,93512.1%ETFRWLInvesco S&P 500 Revenue ETF$13,436,9390.0%145,0766.9%ETFQQQMInvesco NASDAQ 100 ETF$12,656,7790.0%64,2126.5%ETFSPGPInvesco S&P 500 GARP ETF$12,650,0090.0%123,0796.5%ETFCGCPCapital Group Core Plus Income ETF$12,632,7590.0%568,5316.4%ETFJ P MORGAN EXCHANGE TRADED F$9,977,6470.0%160,0015.1%EQUITY FOCUS ETFFBNDFidelity Total Bond ETF$9,513,7930.0%211,7474.9%ETFCGUSCapital Group Core Equity ETF$7,953,6980.0%246,6264.1%ETFSPABSPDR Portfolio Aggregate Bond ETF$7,730,0530.0%308,0933.9%ETFCGGOCapital Group Global Growth Equity ETF$7,393,5050.0%251,1383.8%ETFFRDMAlpha Architect Freedom 100 Emerging Market ETF$6,367,8820.0%180,2913.2%ETFBINCiShares Flexible Income Active ETF$6,218,6100.0%119,1303.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$5,643,3790.0%135,8872.9%ETFJPIEJPMorgan Income ETF$5,563,6680.0%122,3862.8%ETFJPSTJPMorgan Ultra-Short Income ETF$5,448,4410.0%107,9542.8%ETFDFASDimensional U.S. Small Cap ETF$4,883,5150.0%81,2842.5%ETFVXFVanguard Extended Market ETF$4,542,2230.0%26,9102.3%ETFJEPIJPMorgan Equity Premium Income ETF$3,792,9800.0%66,9191.9%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$3,586,2530.0%69,9071.8%ETFMUBiShares National Muni Bond ETF$2,327,8480.0%21,8471.2%ETFETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$2,092,6170.0%153,0811.1%Financial ServicesFMBFirst Trust Managed Municipal ETF$2,039,8070.0%39,9491.0%ManufacturingSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,977,8720.0%29,8101.0%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,854,6990.0%33,4180.9%ETFJMUBJPMorgan Municipal ETF$1,707,3720.0%33,8930.9%ETFETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$1,513,8810.0%183,0570.8%Financial ServicesVTVanguard Total World Stock ETF$1,104,7350.0%9,8090.6%ETFWRBW. R. Berkley$1,078,9820.0%13,7310.6%FinanceJ P MORGAN EXCHANGE TRADED F$1,064,7090.0%21,3840.5%HIGH YIELD MUNIRNPCohen & Steers REIT and Preferred Income Fund$927,7620.0%45,5460.5%Financial ServicesCSBVictoryShares US Small Cap High Div Volatility Wtd ETF$923,8170.0%17,2870.5%ETFPFFiShares Preferred and Income Securities ETF$841,7860.0%26,6810.4%ETFMGKVanguard Mega Cap Growth ETF$783,3320.0%2,4930.4%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$749,4800.0%27,8410.4%ETFVIGVanguard Dividend Appreciation ETF$740,8910.0%4,0590.4%ETFRSPInvesco S&P 500 Equal Weight ETF$707,7960.0%4,3080.4%ETFVTIVanguard Total Stock Market ETF$707,2990.0%2,6440.4%ETFFTCSFirst Trust Capital Strength ETF$687,9550.0%8,1860.4%ETFAAPLApple$628,6240.0%2,9850.3%Computer and TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$598,9750.0%23,5630.3%ETFICSHiShares Ultra Short-Term Bond Active ETF$577,0530.0%11,4200.3%ETFSRLNSPDR Blackstone Senior Loan ETF$539,1780.0%12,8990.3%ETFQUALiShares MSCI USA Quality Factor ETF$520,1370.0%3,0460.3%ETFIVViShares Core S&P 500 ETF$501,2630.0%9160.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$465,5090.0%10,2130.2%ETFVPUVanguard Utilities ETF$463,7360.0%3,1350.2%ETFSUBiShares Short-Term National Muni Bond ETF$457,3020.0%4,3740.2%ETFJQUAJPMorgan US Quality Factor ETF$457,2600.0%8,6360.2%ETFGOOGLAlphabet$439,9910.0%2,4160.2%Computer and TechnologySCHPSchwab U.S. TIPS ETF$370,2070.0%7,1180.2%ETFTFISPDR Nuveen Barclays Municipal Bond ETF$366,5950.0%8,0130.2%FinanceSPGMSPDR Portfolio MSCI Global Stock Market ETF$349,4850.0%5,7500.2%ETFAMLPAlerian MLP ETF$330,6300.0%6,8910.2%ETFNVDANVIDIA$277,5000.0%2,2460.1%Computer and TechnologySOSouthern$244,7770.0%3,1560.1%UtilitiesMSFTMicrosoft$242,2970.0%5420.1%Computer and TechnologyVOVanguard Mid-Cap ETF$236,1690.0%9760.1%ETFKOCoca-Cola$205,2390.0%3,2240.1%Consumer StaplesLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$204,4440.0%1,3400.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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