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CIK: 0002024049
Total reported value
$431.8M
$431.8M
63 檔
20.8%
The Q4 2024 SEC filing reveals that Investment Planning Advisors, Inc. held a total portfolio value of $431.8M, covering 63 public equity positions.
In Q4 2024, Investment Planning Advisors, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 27 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, CGCP, CGUS) accounted for 20.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
BSV
市值: $4.8M
Top Position Liquidated / Trimmed
JQUA
前期市值: $457.3K
| # | 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 | 8.92% | +0.12% | -19.93% | |
| 2 | CGCP | Cap Group Core Plus Income | ETF-Other | 8.59% | -0.30% | +55.86% | |
| 3 | CGUS | Cap Group Core Equity | ETF-Other | 7.94% | -0.03% | +110.70% | |
| 4 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 7.79% | -0.07% | +66.10% | |
| 5 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 6.01% | +1.83% | -3.09% | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 5.70% | -0.05% | +512.54% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.54% | +0.68% | -6.10% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.41% | -4.58% | +6.37% | |
| 9 | JPIE | Jpmorgan Income ETF | ETF-Other | 4.39% | -0.02% | +79.98% | |
| 10 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 4.00% | -0.10% | +47.82% | |
| 11 | CGGO | Cap Group Global Growth | ETF-Other | 3.76% | +0.01% | +17.23% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.20% | +0.01% | +20.14% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.05% | +0.40% | +36.42% | |
| 14 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 2.66% | -0.13% | +3.21% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.10% | +1.11% | — | |
| 16 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.96% | — | -14.99% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.70% | — | +1.00% | |
| 18 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.64% | — | -2.02% | |
| 19 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 1.21% | -0.02% | -78.56% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 1.14% | -0.09% | +12.16% | |
| 21 | FMB | First Trust Managed Municipa | ETF-Other | 1.09% | -0.15% | +22.07% | |
| 22 | ETV | Eaton Vance T/m Buy-writ Opp | Stock-Other | 0.96% | — | -0.07% | |
| 23 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.90% | -0.12% | +21.76% | |
| 24 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.84% | -0.01% | +1.87% | |
| 25 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.68% | +0.02% | +329.77% | |
| 26 | ETW | Eaton Vance T/m Glbl Buy-wr | Stock-Other | 0.68% | — | +0.68% | |
| 27 | JMHI | Jpmorgan High Yield Municpl | ETF-High Yield | 0.60% | -0.09% | +27.74% | |
| 28 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.60% | -0.01% | +18.87% | |
| 29 | WRB | Wr Berkley CORP | Stock-Financials | 0.51% | -0.04% | +45.79% | |
| 30 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.43% | — | +16.13% | |
| 31 | FTCS | First Trust Capital Strength | ETF-Other | 0.40% | -0.04% | +27.25% | |
| 32 | PFF | Ishares Preferred & Income S | ETF-Other | 0.38% | -0.01% | +2.95% | |
| 33 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.35% | -0.02% | +6.68% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.33% | -0.01% | -2.72% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.32% | -0.04% | -6.53% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.32% | +0.05% | -2.08% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.32% | +7.48% | -3.34% | |
| 38 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.31% | -0.03% | +22.31% | |
| 39 | CSB | Victoryshares US Small Cap H | ETF-Small Cap | 0.31% | -0.01% | -31.78% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.30% | -0.01% | +25.77% | |
| 41 | VPU | Vanguard Utilities ETF | ETF-Other | 0.25% | -0.04% | +11.67% | |
| 42 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.24% | -0.01% | +3.84% | |
| 43 | XRNPX | Cohen & Steers Reit And Pref | Stock-Other | 0.23% | -0.01% | -44.44% | |
| 44 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.23% | -0.07% | -9.06% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | -0.01% | -6.22% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | -0.01% | — | |
| 47 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.20% | -0.02% | +101.70% | |
| 48 | SUB | Ishares Short-term National | ETF-Other | 0.19% | -0.05% | -7.73% | |
| 49 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.18% | +0.37% | -92.56% | |
| 50 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.17% | -0.03% | +8.41% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +4.7% | +512.54% | Add |
| 2 | CGUS | Cap Group Core Equity | +3.9% | +110.70% | Add |
| 3 | JPEF | Jpmorgan Equity Focus ETF | +2.7% | +66.10% | Add |
| 4 | CGCP | Cap Group Core Plus Income | +2.1% | +55.86% | Add |
| 5 | BSV | Vanguard Short-term Bond ETF | +2.1% | NEW | New buy |
| 6 | JPIE | Jpmorgan Income ETF | +1.6% | +79.98% | Add |
| 7 | BINC | Ishares Flex I A Etf-usd Inc | +0.8% | +47.82% | Add |
| 8 | VXF | Vanguard Extended Market ETF | +0.7% | +36.42% | Add |
| 9 | SPGM | State Street Spdr Portfolio | +0.5% | +329.77% | Add |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.3% | +20.14% | Add |
| 11 | TSLA | Tesla Inc | +0.2% | NEW | New buy |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | NEW | New buy |
| 13 | VB | Vanguard Small-cap ETF | +0.1% | NEW | New buy |
| 14 | SCHX | Schwab US Large-cap ETF | +0.1% | NEW | New buy |
| 15 | SCHG | Schwab US Large-cap Growth | +0.1% | NEW | New buy |
| 16 | WMT | Walmart Inc | +0.1% | NEW | New buy |
| 17 | JMHI | Jpmorgan High Yield Municpl | +0.1% | +27.74% | Add |
| 18 | FMB | First Trust Managed Municipa | +0.1% | +22.07% | Add |
| 19 | FTCS | First Trust Capital Strength | +0.1% | +27.25% | Add |
| 20 | VO | Vanguard Mid-cap ETF | +0.1% | +47.44% | Add |
| 21 | VT | Vanguard Tot World Stk ETF | 0% | +18.87% | Add |
| 22 | JMUB | Jpmorgan Municipal ETF | 0% | +21.76% | Add |
| 23 | MGK | Vanguard Mega Cap Growth ETF | 0% | +16.13% | Add |
| 24 | QUAL | Ishares Msci USA Quality Fac | 0% | +25.77% | Add |
| 25 | VPU | Vanguard Utilities ETF | 0% | +11.67% | Add |
| 26 | DFAX | Dimensional World Ex US Core | — | +22.31% | Add |
| 27 | AAPL | Apple Inc | — | -2.08% | Trim |
| 28 | CGGO | Cap Group Global Growth | 0% | +17.23% | Add |
| 29 | CGMS | Cap Group US Multi-sect Bond | 0% | +6.68% | Add |
| 30 | WRB | Wr Berkley CORP | 0% | +45.79% | Add |
| 31 | MUB | Ishares National Muni Bond E | -0.1% | +12.16% | Add |
| 32 | GOOGL | Alphabet Inc-cl A | -0.1% | -21.90% | Trim |
| 33 | ICSH | Ishares Ultra Short Duration | -0.1% | -9.06% | Trim |
| 34 | ETV | Eaton Vance T/m Buy-writ Opp | -0.1% | -0.07% | Trim |
| 35 | JEPQ | JPM Nasdaq Equity Premium | -0.1% | +1.87% | Add |
| 36 | MSFT | Microsoft CORP | -0.1% | EXIT | Sold out |
| 37 | CSB | Victoryshares US Small Cap H | -0.2% | -31.78% | Trim |
| 38 | SCHP | Schwab U.s. Tips ETF | -0.2% | EXIT | Sold out |
| 39 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.2% | -2.02% | Trim |
| 40 | JQUA | Jpmorgan US Quality Factor | -0.2% | EXIT | Sold out |
| 41 | XRNPX | Cohen & Steers Reit And Pref | -0.2% | -44.44% | Trim |
| 42 | JEPI | Jpmorgan Equity Premium Inco | -0.2% | +1.00% | Add |
| 43 | FBND | Fidelity Total Bond ETF | -0.4% | +6.37% | Add |
| 44 | DFAS | Dimensional US Small Cap ETF | -0.5% | -14.99% | Trim |
| 45 | FRDM | Freedom 100 Emeging Mrkt ETF | -0.6% | +3.21% | Add |
| 46 | RWL | Invesco S&p 500 Revenue ETF | -0.9% | -3.09% | Trim |
| 47 | JPST | Jpmorgan Ultra-short Income | -2.6% | -92.56% | Trim |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -3.2% | -19.93% | Trim |
| 49 | SPAB | Ss Spdr P Agg Bond ETF | -3.8% | -96.75% | Trim |
| 50 | SPGP | Invesco S&p 500 Garp ETF | -5.2% | -78.56% | Trim |
According to official SEC Form 13F filings, Investment Planning Advisors, Inc. reported a total U.S. public equity portfolio value of $431.8M across 63 disclosed positions in Q4 2024.
During Q4 2024, Investment Planning Advisors, Inc.'s top holdings by market value included SPYM (8.9%)、CGCP (8.6%)、CGUS (7.9%). The largest single position, SPYM, represented 8.9% of total portfolio value.
In Q4 2024, Investment Planning Advisors, Inc. made 50 total portfolio adjustments, initiating 7 new buys, adding to 27 positions, trimming 13 holdings, and fully liquidating 3 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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