Investments & Financial Planning, LLC Portfolio Holdings

Investments & Financial Planning, LLC

  • $162 Million
  • Q4 2024

Investments & Financial Planning, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $162 Million distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap ETF with a value of $36.5M, Spdr Portfolio with a value of $32.8M, Ishares Core S&P Mid Cap ETF with a value of $24.7M, Vanguard Mid Cap ETF with a value of $14.9M, and Capital Group Growth ETF Shs C with a value of $8.95M.

Examining the 13F form we can see an increase of $4.37M in the current position value, from $158M to 162M.

Investments & Financial Planning, LLC is based out at Lexington, KY

Below you can find more details about Investments & Financial Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $162 Million
ETFs: $155 Million
Technology: $3.84 Million
Consumer Cyclical: $2.64 Million
Communication Services: $222,000
Industrials: $210,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$311B
$3.09 Million 1.91% of portfolio
23,032
Q2 2024 Added 910.62%
$1.26T
$2.23 Million 1.37% of portfolio
5,511
Q4 2024 Added 0.09%
$3.82T
$744,000 0.46% of portfolio
2,975
Q4 2024 Added 0.07%
$2.39T
$413,000 0.25% of portfolio
1,884
Q3 2024 Added 0.11%
$207B
$222,000 0.14% of portfolio
1,996
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $162 Million
  • Prior Value $158 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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