Investment Planning Advisors, Inc. Top Holdings and 13F Report (2025) About Investment Planning Advisors, Inc.Investment ActivityInvestment Planning Advisors, Inc. has $229.00 million in total holdings as of December 31, 2024.Investment Planning Advisors, Inc. owns shares of 63 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 25.42% of the portfolio was purchased this quarter.About 13.99% of the portfolio was sold this quarter.This quarter, Investment Planning Advisors, Inc. has purchased 59 new stocks and bought additional shares in 35 stocks.Investment Planning Advisors, Inc. sold shares of 20 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $20,421,588Capital Group Core Plus Income ETF $19,671,642Capital Group Core Equity ETF $18,171,775J P MORGAN EXCHANGE TRADED F $17,835,659Invesco S&P 500 Revenue ETF $13,766,392 Largest New Holdings this Quarter Vanguard Short-Term Bond ETF $4,814,076 HoldingTesla $503,588 HoldingJPMorgan Chase & Co. $308,014 HoldingVanguard Small-Cap ETF $262,413 HoldingSchwab US Large-Cap ETF $248,675 Holding Largest Purchases this Quarter SPDR Portfolio S&P 1500 Composite Stock Market ETF 152,787 shares (about $10.91M)Capital Group Core Equity ETF 273,013 shares (about $9.55M)J P MORGAN EXCHANGE TRADED F 105,767 shares (about $7.10M)Capital Group Core Plus Income ETF 317,579 shares (about $7.05M)Vanguard Short-Term Bond ETF 62,302 shares (about $4.81M) Largest Sales this Quarter Invesco S&P 500 GARP ETF 96,685 shares (about $10.14M)SPDR Portfolio Aggregate Bond ETF 298,067 shares (about $7.45M)SPDR Portfolio S&P 500 ETF 73,712 shares (about $5.08M)JPMorgan Ultra-Short Income ETF 99,919 shares (about $5.03M)Invesco NASDAQ 100 ETF 3,915 shares (about $823.91K) 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$20,421,588$5,081,699 ▼-19.9%296,2238.9%ETFCGCPCapital Group Core Plus Income ETF$19,671,642$7,050,254 ▲55.9%886,1108.6%ETFCGUSCapital Group Core Equity ETF$18,171,775$9,547,264 ▲110.7%519,6397.9%ETFJ P MORGAN EXCHANGE TRADED F$17,835,659$7,098,011 ▲66.1%265,7687.8%EQUITY FOCUS ETFRWLInvesco S&P 500 Revenue ETF$13,766,392$439,465 ▼-3.1%140,5886.0%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$13,042,892$10,913,566 ▲512.5%182,5975.7%ETFQQQMInvesco NASDAQ 100 ETF$12,689,523$823,913 ▼-6.1%60,2975.5%ETFFBNDFidelity Total Bond ETF$10,106,726$605,654 ▲6.4%225,2454.4%ETFJPIEJPMorgan Income ETF$10,048,809$4,465,559 ▲80.0%220,2724.4%ETFBINCiShares Flexible Income Active ETF$9,160,718$2,963,578 ▲47.8%176,1004.0%ETFCGGOCapital Group Global Growth Equity ETF$8,602,909$1,264,669 ▲17.2%294,4193.8%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$7,333,212$1,229,150 ▲20.1%163,2503.2%ETFVXFVanguard Extended Market ETF$6,974,287$1,861,976 ▲36.4%36,7113.0%ETFFRDMAlpha Architect Freedom 100 Emerging Market ETF$6,080,755$188,857 ▲3.2%186,0702.7%ETFBSVVanguard Short-Term Bond ETF$4,814,076$4,814,076 ▲New Holding62,3022.1%ETFDFASDimensional U.S. Small Cap ETF$4,497,055$792,939 ▼-15.0%69,1002.0%ETFJEPIJPMorgan Equity Premium Income ETF$3,888,194$38,372 ▲1.0%67,5861.7%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$3,746,150$77,058 ▼-2.0%68,4981.6%ETFSPGPInvesco S&P 500 GARP ETF$2,768,224$10,140,401 ▼-78.6%26,3941.2%ETFMUBiShares National Muni Bond ETF$2,610,941$283,108 ▲12.2%24,5041.1%ETFFMBFirst Trust Managed Municipal ETF$2,487,442$449,651 ▲22.1%48,7641.1%ManufacturingETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$2,204,427$1,470 ▼-0.1%152,9791.0%Financial ServicesJMUBJPMorgan Municipal ETF$2,069,639$369,906 ▲21.8%41,2690.9%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,919,344$35,237 ▲1.9%34,0430.8%ETFSPGMSPDR Portfolio MSCI Global Stock Market ETF$1,565,011$1,200,863 ▲329.8%24,7120.7%ETFETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$1,551,831$10,491 ▲0.7%184,3030.7%Financial ServicesJ P MORGAN EXCHANGE TRADED F$1,371,810$297,905 ▲27.7%27,3160.6%HIGH YIELD MUNIVTVanguard Total World Stock ETF$1,369,794$217,452 ▲18.9%11,6600.6%ETFWRBW. R. Berkley$1,171,453$367,915 ▲45.8%20,0180.5%FinanceMGKVanguard Mega Cap Growth ETF$994,215$138,057 ▲16.1%2,8950.4%ETFFTCSFirst Trust Capital Strength ETF$914,799$195,922 ▲27.3%10,4170.4%ETFPFFiShares Preferred and Income Securities ETF$863,625$24,775 ▲3.0%27,4690.4%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$810,271$50,768 ▲6.7%29,7020.4%ETFVTIVanguard Total Stock Market ETF$745,478$20,869 ▼-2.7%2,5720.3%ETFVIGVanguard Dividend Appreciation ETF$743,024$51,898 ▼-6.5%3,7940.3%ETFAAPLApple$732,036$15,527 ▼-2.1%2,9230.3%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$729,732$25,236 ▼-3.3%4,1640.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$716,434$130,663 ▲22.3%28,8190.3%ETFCSBVictoryShares US Small Cap High Div Volatility Wtd ETF$700,564$326,284 ▼-31.8%11,7940.3%ETFQUALiShares MSCI USA Quality Factor ETF$682,149$139,777 ▲25.8%3,8310.3%ETFVPUVanguard Utilities ETF$572,186$59,817 ▲11.7%3,5010.2%ETFSRLNSPDR Blackstone Senior Loan ETF$558,932$20,656 ▲3.8%13,3940.2%ETFRNPCohen & Steers REIT and Preferred Income Fund$528,906$422,987 ▼-44.4%25,3070.2%Financial ServicesICSHiShares Ultra Short-Term Bond Active ETF$523,716$52,195 ▼-9.1%10,3850.2%ETFIVViShares Core S&P 500 ETF$505,676$33,555 ▼-6.2%8590.2%ETFTSLATesla$503,588$503,588 ▲New Holding1,2470.2%Auto/Tires/TrucksSCHZSchwab U.S. Aggregate Bond ETF$467,620$235,785 ▲101.7%20,6000.2%ETFSUBiShares Short-Term National Muni Bond ETF$425,717$35,652 ▼-7.7%4,0360.2%ETFJPSTJPMorgan Ultra-Short Income ETF$404,744$5,033,182 ▼-92.6%8,0350.2%ETFTFISPDR Nuveen Barclays Municipal Bond ETF$396,301$30,748 ▲8.4%8,6870.2%FinanceVOVanguard Mid-Cap ETF$379,951$122,250 ▲47.4%1,4390.2%ETFGOOGLAlphabet$357,242$100,149 ▼-21.9%1,8870.2%Computer and TechnologyAMLPAlerian MLP ETF$336,253$4,383 ▲1.3%6,9820.1%ETFJPMJPMorgan Chase & Co.$308,014$308,014 ▲New Holding1,2850.1%FinanceSOSouthern$288,275$28,482 ▲11.0%3,5020.1%UtilitiesVBVanguard Small-Cap ETF$262,413$262,413 ▲New Holding1,0920.1%ETFNVDANVIDIA$257,590$44,051 ▼-14.6%1,9180.1%Computer and TechnologySPABSPDR Portfolio Aggregate Bond ETF$250,550$7,448,702 ▼-96.7%10,0260.1%ETFSCHXSchwab US Large-Cap ETF$248,675$248,675 ▲New Holding10,7280.1%ETFLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$221,3810.0%1,3400.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$220,862$220,862 ▲New Holding7,9250.1%ETFKOCoca-Cola$201,162$436 ▲0.2%3,2310.1%Consumer StaplesWMTWalmart$200,958$200,958 ▲New Holding2,2240.1%Retail/WholesaleJQUAJPMorgan US Quality Factor ETF$0$457,260 ▼-100.0%00.0%ETFSCHPSchwab U.S. TIPS ETF$0$370,207 ▼-100.0%00.0%ETFMSFTMicrosoft$0$242,297 ▼-100.0%00.0%Computer and TechnologyShowing 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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