Investment Planning Advisors, Inc. Portfolio Holdings by Sector
Investment Planning Advisors, Inc.
- $196 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG RWL QQQM SPGP CGCP FBND SPAB CGGO 41 stocks |
$155 Million
94.9% of portfolio
|
  41  
|
- |
  41  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
ETV ETW RNP 3 stocks |
$4.53 Million
2.77% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
WRB 1 stocks |
$1.08 Million
0.66% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$707,299
0.43% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$628,624
0.38% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$439,991
0.27% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$277,500
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
SO 1 stocks |
$244,777
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$242,297
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$205,239
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|