Investment Planning Advisors, Inc. Incresed Positions in Q3 2025

Investment Planning Advisors, Inc.

  • $273 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.66K
+ 11.29%
$74.93 - $80.73 $349K - $376K
45.9K $3.7M
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
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
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.98K
+ 46.24%
$50.47 - $50.74 $302K - $303K
18.9K $958K
WMT
Walmart Inc.

Consumer Defensive
2.5K
+ 61.33%
$94.4 - $104.27 $236K - $260K
6.57K $676K
GOOGL
Alphabet Inc.

Communication Services
517
+ 31.58%
$174.36 - $254.72 $90.1K - $132K
2.15K $523K
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
SCHO
Schwab Short Term Us Treasury

ETFs
1.3K
+ 15.55%
$24.23 - $24.42 $31.5K - $31.7K
9.66K $235K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
412
+ 3.62%
$25.21 - $25.99 $10.4K - $10.7K
11.8K $304K
J P Morgan Exchange Traded F
3.05K
+ 9.76%
N/A
34.3K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
6.78K
+ 10.92%
N/A
68.8K $0
Blackrock ETF Trust Ii
17.7K
+ 8.83%
N/A
218K $0
IBM
International Business Machines Corp

Technology
1
+ 0.12%
$234.77 - $292.47 $235 - $292
834 $235K
KO
Coca Cola CO

Consumer Defensive
6
+ 0.18%
$65.67 - $71.67 $394 - $430
3.34K $221K
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
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