Investments & Financial Planning, LLC Portfolio Holdings

Investments & Financial Planning, LLC

  • $154 Million
  • Q1 2025

Investments & Financial Planning, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $154 Million distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap ETF with a value of $33.9M, Spdr Portfolio with a value of $29.7M, Ishares Core S&P Mid Cap ETF with a value of $23.2M, Vanguard Mid Cap ETF with a value of $14.8M, and Capital Group Growth ETF Shs C with a value of $8.52M.

Examining the 13F form we can see an decrease of $8.27M in the current position value, from $162M to 154M.

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 $154 Million
ETFs: $148 Million
Technology: $3.5 Million
Consumer Cyclical: $1.8 Million
Healthcare: $224,000
Industrials: $203,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $154 Million
  • Prior Value $162 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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