Investment Planning Advisors, Inc. Purchases in Q3 2025

Investment Planning Advisors, Inc.

  • $273 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MGC
Vanguard Mega Cap ETF

ETFs
137K
New
$224.2 - $245.55 $30.7M - $33.6M
137K $33.4M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
72.1K
New
$225.11 - $247.9 $16.2M - $17.9M
72.1K $17.8M
RWL
Invesco Exchange Traded Fd Tr

ETFs
138K
+ 567.55%
$102.17 - $110.66 $14.1M - $15.2M
162K $17.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
117K
+ 29.28%
$72.65 - $78.68 $8.51M - $9.21M
517K $40.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
284K
New
$21.69 - $23.34 $6.15M - $6.62M
284K $6.6M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
88K
+ 21.16%
$40.04 - $45.11 $3.53M - $3.97M
504K $22.3M
VXF
Vanguard Extended Market ETF

ETFs
11.1K
+ 7.3%
$193.58 - $213.07 $2.15M - $2.37M
164K $34.3M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
35K
+ 586.59%
$68.95 - $75.02 $2.42M - $2.63M
41K $3.07M
IVV
Ishares Core S&P 500 ETF

ETFs
1.38K
+ 140.82%
$620.67 - $670.08 $857K - $925K
2.36K $1.58M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8.25K
+ 8.89%
$78.11 - $79.07 $645K - $653K
101K $7.97M
AAPL
Apple Inc.

Technology
1.48K
+ 45.17%
$202.38 - $256.87 $299K - $379K
4.74K $1.21M
FMB
First Tr Exchange Traded Fd Ii

ETFs
9.06K
+ 15.56%
$49.32 - $50.93 $447K - $461K
67.3K $3.41M
MGK
Vanguard Mega Cap Growth ETF

ETFs
848
+ 28.51%
$362.31 - $405.74 $307K - $344K
3.82K $1.54M
JPM
Jpmorgan Chase & CO

Financial Services
1.1K
+ 75.72%
$282.78 - $316.06 $312K - $349K
2.56K $808K
VT
Vanguard Total World Stk Index

ETFs
1.74K
+ 11.99%
$128.41 - $138.03 $224K - $241K
16.3K $2.24M
XLV
Select Sector Spdr Fund Health

ETFs
2.33K
New
$129.01 - $139.72 $300K - $325K
2.33K $323K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.98K
+ 46.24%
$50.47 - $50.74 $302K - $303K
18.9K $958K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.33K
New
$85.01 - $90.35 $283K - $301K
3.33K $297K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.4K
New
$26.38 - $27.95 $273K - $289K
10.4K $282K
WMT
Walmart Inc.

Consumer Defensive
2.5K
+ 61.33%
$94.4 - $104.27 $236K - $260K
6.57K $676K
XLK
Technology Sector Spdr

ETFs
979
New
$250.97 - $282.66 $246K - $277K
979 $275K
MCD
Mcdonalds Corp

Consumer Cyclical
874
New
$291.67 - $316.99 $255K - $277K
874 $265K
GOOGL
Alphabet Inc.

Communication Services
517
+ 31.58%
$174.36 - $254.72 $90.1K - $132K
2.15K $523K
META
Meta Platforms, Inc.

Communication Services
286
New
$695.21 - $791.73 $199K - $226K
286 $210K
USRT
Ishares Core U.S. Reit ETF

ETFs
3.46K
New
$55.64 - $59.37 $193K - $206K
3.46K $203K
IEF
Ishares Barclays

ETFs
2.1K
New
$93.91 - $97.26 $197K - $204K
2.1K $202K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
3.08K
+ 6.33%
$49.09 - $50.58 $151K - $156K
51.7K $2.61M
DFAX
Dimensional ETF Tr
3.82K
+ 11.31%
$29.25 - $31.56 $112K - $121K
37.6K $1.18M
TSLA
Tesla, Inc.

Consumer Cyclical
69
+ 5.97%
$293.94 - $444.72 $20.3K - $30.7K
1.23K $544K
NVDA
Nvidia Corp

Technology
454
+ 16.74%
$153.3 - $186.58 $69.6K - $84.7K
3.17K $590K
RSP
Invesco S&P 500 Equal Weight E

ETFs
680
+ 17.43%
$181.56 - $190.33 $123K - $129K
4.58K $869K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
266
+ 35.51%
$459.11 - $506.91 $122K - $135K
1.02K $510K
MSFT
Microsoft Corp

Technology
196
+ 9.8%
$491.09 - $535.64 $96.3K - $105K
2.2K $1.14M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.67K
+ 24.43%
$59.61 - $63.09 $99.4K - $105K
8.49K $534K
SO
Southern CO

Utilities
1.11K
+ 22.13%
$90.83 - $96.0 $101K - $106K
6.12K $579K
ORCL
Oracle Corp

Technology
108
+ 10.94%
$218.96 - $328.33 $23.6K - $35.5K
1.1K $307K
XOM
Exxon Mobil Corp

Energy
649
+ 29.85%
$105.83 - $117.22 $68.7K - $76.1K
2.82K $318K
HD
Home Depot, Inc.

Consumer Cyclical
145
+ 26.03%
$357.4 - $423.42 $51.8K - $61.4K
702 $284K
CGGO
Capital Group Global Growth Eq

ETFs
1.04K
+ 5.6%
$31.71 - $34.17 $32.9K - $35.5K
19.6K $669K
VO
Vanguard Mid Cap ETF

ETFs
178
+ 11.62%
$279.83 - $293.74 $49.8K - $52.3K
1.71K $502K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
190
+ 2.15%
$107.27 - $113.94 $20.4K - $21.6K
9.04K $1.03M
VB
Vanguard Small Cap ETF

ETFs
171
+ 13.68%
$237.58 - $259.17 $40.6K - $44.3K
1.42K $361K
VPU
Vanguard Utilities ETF

ETFs
89
+ 2.53%
$175.25 - $189.41 $15.6K - $16.9K
3.6K $682K
SCHX
Schwab Strategic Tr Us Large C

ETFs
54
+ 0.18%
$24.46 - $26.5 $1.32K - $1.43K
30.6K $805K
DGRO
Ishares Core Dividend Growth E

ETFs
553
+ 12.7%
$64.12 - $68.08 $35.5K - $37.6K
4.91K $334K
FTCS
First Trust Capital Strength E

ETFs
164
+ 1.77%
$89.72 - $93.74 $14.7K - $15.4K
9.44K $883K
VIG
Vanguard Dividend Appreciation

ETFs
213
+ 3.9%
N/A
5.68K $1.03M
ICSH
Blackrock Ultra Short Term Bon

ETFs
746
+ 9.35%
$50.52 - $50.75 $37.7K - $37.9K
8.72K $442K
MUB
Ishares National Muni Bond ETF

ETFs
100
+ 0.74%
$103.24 - $106.68 $10.3K - $10.7K
13.6K $1.45M
Activity Summary
Buys All Purchases 58 New Holdings 12 Increased Positions 46 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Investment Planning Advisors, Inc. Portfolio

Follow Investment Planning Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Planning Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Investment Planning Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email