Investment Planning Advisors, Inc. Incresed Positions in Q2 2025

Investment Planning Advisors, Inc.

  • $203 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
259K
+ 115.71%
$44.68 - $45.96 $11.6M - $11.9M
483K $22.1M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
216K
+ 107.51%
$30.96 - $40.6 $6.67M - $8.75M
416K $16.8M
VXF
Vanguard Extended Market ETF

ETFs
25.2K
+ 19.75%
$150.43 - $192.71 $3.78M - $4.85M
153K $29.4M
CGUS
Capital Group Core Equity ETF
136K
+ 20.79%
$29.93 - $36.93 $4.06M - $5.01M
788K $29.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
65.2K
+ 236.09%
$77.74 - $78.78 $5.07M - $5.14M
92.8K $7.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
30.2K
+ 8.16%
$58.41 - $72.69 $1.76M - $2.19M
400K $29.1M
MSFT
Microsoft Corp

Technology
1.2K
+ 149.5%
$354.56 - $497.45 $425K - $596K
2K $995K
SCHX
Schwab Strategic Tr Us Large C

ETFs
19.3K
+ 172.82%
$19.6 - $24.44 $379K - $473K
30.5K $746K
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.61K
+ 12.09%
$89.02 - $104.29 $233K - $273K
24.2K $2.53M
VT
Vanguard Total World Stk Index

ETFs
1.38K
+ 10.44%
$103.16 - $128.52 $142K - $177K
14.5K $1.87M
VIG
Vanguard Dividend Appreciation

ETFs
1.24K
+ 29.41%
N/A
5.47K $995K
MGK
Vanguard Mega Cap Growth ETF

ETFs
99
+ 3.44%
$273.67 - $366.17 $27.1K - $36.3K
2.97K $1.09M
NVDA
Nvidia Corp

Technology
342
+ 14.43%
$94.31 - $157.99 $32.3K - $54K
2.71K $428K
SUB
Ishares Short Term National Mu

ETFs
1.48K
+ 27.06%
$104.77 - $106.34 $155K - $157K
6.94K $737K
DFAX
Dimensional ETF Tr
1.68K
+ 5.24%
$23.37 - $29.39 $39.4K - $49.5K
33.8K $992K
MUB
Ishares National Muni Bond ETF

ETFs
1.34K
+ 11.04%
$102.31 - $105.8 $137K - $142K
13.5K $1.41M
IVV
Ishares Core S&P 500 ETF

ETFs
121
+ 14.09%
$498.8 - $620.9 $60.4K - $75.1K
980 $608K
SO
Southern CO

Utilities
1.28K
+ 34.16%
$84.91 - $92.56 $108K - $118K
5.01K $460K
JPM
Jpmorgan Chase & CO

Financial Services
185
+ 14.53%
$210.28 - $289.91 $38.9K - $53.6K
1.46K $422K
VTI
Vanguard Total Stock Market Et

ETFs
40
+ 1.51%
$243.75 - $303.93 $9.75K - $12.2K
2.7K $819K
WMT
Walmart Inc.

Consumer Defensive
490
+ 13.69%
$81.79 - $99.98 $40.1K - $49K
4.07K $397K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
175
+ 30.49%
$483.48 - $539.8 $84.6K - $94.5K
749 $363K
DGRO
Ishares Core Dividend Growth E

ETFs
447
+ 11.44%
$55.22 - $63.94 $24.7K - $28.6K
4.35K $278K
AAPL
Apple Inc.

Technology
408
+ 14.27%
$172.42 - $223.89 $70.3K - $91.3K
3.27K $670K
VB
Vanguard Small Cap ETF

ETFs
48
+ 3.99%
$193.73 - $237.37 $9.3K - $11.4K
1.25K $296K
Goldman Sachs ETF Tr
1.67K
+ 7.23%
N/A
24.7K $0
Blackrock ETF Trust Ii
23.7K
+ 13.43%
N/A
200K $0
J P Morgan Exchange Traded F
36.3K
+ 8.14%
N/A
482K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
6.57K
+ 11.85%
N/A
62K $0
FMB
First Tr Exchange Traded Fd Ii

ETFs
588
+ 1.02%
$49.12 - $50.93 $28.9K - $29.9K
58.2K $2.9M
Activity Summary
Buys All Purchases 42 New Holdings 11 Increased Positions 31 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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