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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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