Investment Planning Advisors, Inc. Top Holdings and 13F Report (2024)

About Investment Planning Advisors, Inc.

Investment Activity

Investment 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: $23,675,863
Invesco S&P 500 Revenue ETF: $13,436,939
Invesco NASDAQ 100 ETF: $12,656,779
Invesco S&P 500 GARP ETF: $12,650,009
Capital Group Core Plus Income ETF: $12,632,759

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Change in Shares	Shares Held	% of Portfolio	Sector
SPLG SPDR Portfolio S&P 500 ETF	$23,675,863	0.0%	369,935	12.1%	ETF
RWL Invesco S&P 500 Revenue ETF	$13,436,939	0.0%	145,076	6.9%	ETF
QQQM Invesco NASDAQ 100 ETF	$12,656,779	0.0%	64,212	6.5%	ETF
SPGP Invesco S&P 500 GARP ETF	$12,650,009	0.0%	123,079	6.5%	ETF
CGCP Capital Group Core Plus Income ETF	$12,632,759	0.0%	568,531	6.4%	ETF
J P MORGAN EXCHANGE TRADED F	$9,977,647	0.0%	160,001	5.1%	EQUITY FOCUS ETF
FBND Fidelity Total Bond ETF	$9,513,793	0.0%	211,747	4.9%	ETF
CGUS Capital Group Core Equity ETF	$7,953,698	0.0%	246,626	4.1%	ETF
SPAB SPDR Portfolio Aggregate Bond ETF	$7,730,053	0.0%	308,093	3.9%	ETF
CGGO Capital Group Global Growth Equity ETF	$7,393,505	0.0%	251,138	3.8%	ETF
FRDM Alpha Architect Freedom 100 Emerging Market ETF	$6,367,882	0.0%	180,291	3.2%	ETF
BINC iShares Flexible Income Active ETF	$6,218,610	0.0%	119,130	3.2%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$5,643,379	0.0%	135,887	2.9%	ETF
JPIE JPMorgan Income ETF	$5,563,668	0.0%	122,386	2.8%	ETF
JPST JPMorgan Ultra-Short Income ETF	$5,448,441	0.0%	107,954	2.8%	ETF
DFAS Dimensional U.S. Small Cap ETF	$4,883,515	0.0%	81,284	2.5%	ETF
VXF Vanguard Extended Market ETF	$4,542,223	0.0%	26,910	2.3%	ETF
JEPI JPMorgan Equity Premium Income ETF	$3,792,980	0.0%	66,919	1.9%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$3,586,253	0.0%	69,907	1.8%	ETF
MUB iShares National Muni Bond ETF	$2,327,848	0.0%	21,847	1.2%	ETF
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund	$2,092,617	0.0%	153,081	1.1%	Financial Services
FMB First Trust Managed Municipal ETF	$2,039,807	0.0%	39,949	1.0%	Manufacturing
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$1,977,872	0.0%	29,810	1.0%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$1,854,699	0.0%	33,418	0.9%	ETF
JMUB JPMorgan Municipal ETF	$1,707,372	0.0%	33,893	0.9%	ETF
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund	$1,513,881	0.0%	183,057	0.8%	Financial Services
VT Vanguard Total World Stock ETF	$1,104,735	0.0%	9,809	0.6%	ETF
WRB W. R. Berkley	$1,078,982	0.0%	13,731	0.6%	Finance
J P MORGAN EXCHANGE TRADED F	$1,064,709	0.0%	21,384	0.5%	HIGH YIELD MUNI
RNP Cohen & Steers REIT and Preferred Income Fund	$927,762	0.0%	45,546	0.5%	Financial Services
CSB VictoryShares US Small Cap High Div Volatility Wtd ETF	$923,817	0.0%	17,287	0.5%	ETF
PFF iShares Preferred and Income Securities ETF	$841,786	0.0%	26,681	0.4%	ETF
MGK Vanguard Mega Cap Growth ETF	$783,332	0.0%	2,493	0.4%	ETF
CGMS Capital Group U.S. Multi-Sector Income ETF	$749,480	0.0%	27,841	0.4%	ETF
VIG Vanguard Dividend Appreciation ETF	$740,891	0.0%	4,059	0.4%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$707,796	0.0%	4,308	0.4%	ETF
VTI Vanguard Total Stock Market ETF	$707,299	0.0%	2,644	0.4%	ETF
FTCS First Trust Capital Strength ETF	$687,955	0.0%	8,186	0.4%	ETF
AAPL Apple	$628,624	0.0%	2,985	0.3%	Computer and Technology
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$598,975	0.0%	23,563	0.3%	ETF
ICSH iShares Ultra Short-Term Bond Active ETF	$577,053	0.0%	11,420	0.3%	ETF
SRLN SPDR Blackstone Senior Loan ETF	$539,178	0.0%	12,899	0.3%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$520,137	0.0%	3,046	0.3%	ETF
IVV iShares Core S&P 500 ETF	$501,263	0.0%	916	0.3%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$465,509	0.0%	10,213	0.2%	ETF
VPU Vanguard Utilities ETF	$463,736	0.0%	3,135	0.2%	ETF
SUB iShares Short-Term National Muni Bond ETF	$457,302	0.0%	4,374	0.2%	ETF
JQUA JPMorgan US Quality Factor ETF	$457,260	0.0%	8,636	0.2%	ETF
GOOGL Alphabet	$439,991	0.0%	2,416	0.2%	Computer and Technology
SCHP Schwab U.S. TIPS ETF	$370,207	0.0%	7,118	0.2%	ETF
TFI SPDR Nuveen Barclays Municipal Bond ETF	$366,595	0.0%	8,013	0.2%	Finance
SPGM SPDR Portfolio MSCI Global Stock Market ETF	$349,485	0.0%	5,750	0.2%	ETF
AMLP Alerian MLP ETF	$330,630	0.0%	6,891	0.2%	ETF
NVDA NVIDIA	$277,500	0.0%	2,246	0.1%	Computer and Technology
SO Southern	$244,777	0.0%	3,156	0.1%	Utilities
MSFT Microsoft	$242,297	0.0%	542	0.1%	Computer and Technology
VO Vanguard Mid-Cap ETF	$236,169	0.0%	976	0.1%	ETF
KO Coca-Cola	$205,239	0.0%	3,224	0.1%	Consumer Staples
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF	$204,444	0.0%	1,340	0.1%	ETF