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CIK: 0002024049
Total reported value
$431.8M
$431.8M
59 檔
17.4%
As reported in its official Q3 2024 Form 13F filing, Investment Planning Advisors, Inc.'s tracked investment portfolio stood at $431.8M with 59 total positions.
During Q3 2024, Investment Planning Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 12.08% | +0.12% | — | |
| 2 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 6.86% | +1.83% | — | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 6.46% | +0.68% | — | |
| 4 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 6.45% | -0.02% | — | |
| 5 | CGCP | Cap Group Core Plus Income | ETF-Other | 6.45% | -0.30% | — | |
| 6 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 5.09% | -0.07% | — | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.85% | -4.58% | — | |
| 8 | CGUS | Cap Group Core Equity | ETF-Other | 4.06% | -0.03% | — | |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 3.94% | -0.02% | — | |
| 10 | CGGO | Cap Group Global Growth | ETF-Other | 3.77% | +0.01% | — | |
| 11 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 3.25% | -0.13% | — | |
| 12 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.17% | -0.10% | — | |
| 13 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.88% | +0.01% | — | |
| 14 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.84% | -0.02% | — | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.78% | +0.37% | — | |
| 16 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.49% | — | — | |
| 17 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.32% | +0.40% | — | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.94% | — | — | |
| 19 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.83% | — | — | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 1.19% | -0.09% | — | |
| 21 | ETV | Eaton Vance T/m Buy-writ Opp | Stock-Other | 1.07% | — | — | |
| 22 | FMB | First Trust Managed Municipa | ETF-Other | 1.04% | -0.15% | — | |
| 23 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.01% | -0.05% | — | |
| 24 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.95% | -0.01% | — | |
| 25 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.87% | -0.12% | — | |
| 26 | ETW | Eaton Vance T/m Glbl Buy-wr | Stock-Other | 0.77% | — | — | |
| 27 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.56% | -0.01% | — | |
| 28 | WRB | Wr Berkley CORP | Stock-Financials | 0.55% | -0.04% | — | |
| 29 | JMHI | Jpmorgan High Yield Municpl | ETF-High Yield | 0.54% | -0.09% | — | |
| 30 | XRNPX | Cohen & Steers Reit And Pref | Stock-Other | 0.47% | -0.01% | — | |
| 31 | CSB | Victoryshares US Small Cap H | ETF-Small Cap | 0.47% | -0.01% | — | |
| 32 | PFF | Ishares Preferred & Income S | ETF-Other | 0.43% | -0.01% | — | |
| 33 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.40% | — | — | |
| 34 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.38% | -0.02% | — | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.38% | -0.04% | — | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.36% | +7.48% | — | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.36% | -0.01% | — | |
| 38 | FTCS | First Trust Capital Strength | ETF-Other | 0.35% | -0.04% | — | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.32% | +0.05% | — | |
| 40 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.31% | -0.03% | — | |
| 41 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.29% | -0.07% | — | |
| 42 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.28% | -0.01% | — | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.27% | -0.01% | — | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | -0.01% | — | |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.24% | -0.02% | — | |
| 46 | VPU | Vanguard Utilities ETF | ETF-Other | 0.24% | -0.04% | — | |
| 47 | SUB | Ishares Short-term National | ETF-Other | 0.23% | -0.05% | — | |
| 48 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.23% | — | — | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | +0.07% | — | |
| 50 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.19% | — | — |
According to official SEC Form 13F filings, Investment Planning Advisors, Inc. reported a total U.S. public equity portfolio value of $431.8M across 59 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, RWL, QQQM) accounted for 17.4% of total reported equity market value during Q3 2024.
During Q3 2024, Investment Planning Advisors, Inc.'s top holdings by market value included SPYM (12.1%)、RWL (6.9%)、QQQM (6.5%). The largest single position, SPYM, represented 12.1% of total portfolio value.
In Q3 2024, Investment Planning Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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