Investment Planning Advisors, Inc. has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $196 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $23.7B, Invesco Exchange Traded Fd Tr with a value of $13.4B, Invesco Exchange Traded Fd Tr with a value of $12.7B, Invesco Exchange Traded Fd Tr with a value of $12.7B, and Capital Group Core Plus Income with a value of $12.6B.

Examining the 13F form we can see an increase of $196B in the current position value.

Investment Planning Advisors, Inc. is based out at Cumming, GA

Below you can find more details about Investment Planning Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $196 Billion
ETFs: $156 Billion
Financial Services: $5.61 Billion
Technology: $1.15 Billion
Communication Services: $440 Million
Utilities: $245 Million
Consumer Defensive: $205 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $196 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 22, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 59 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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