Partners In Financial Planning Portfolio Holdings

Partners In Financial Planning

  • $498 Billion
  • Q1 2025

Partners In Financial Planning has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $498 Billion distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $63.6B, Vanguard Growth ETF with a value of $53.6B, Vanguard Value ETF with a value of $52.6B, Vanguard Total International B with a value of $47.5B, and Vanguard Ftse Developed Market with a value of $41.6B.

Examining the 13F form we can see an increase of $7.38B in the current position value, from $490B to 498B.

Partners In Financial Planning is based out at Salem, VA

Below you can find more details about Partners In Financial Planning portfolio as well as his latest detailed transactions.

Portfolio value $498 Billion
ETFs: $472 Billion
Energy: $3.76 Billion
Industrials: $3.7 Billion
Healthcare: $3.52 Billion
Consumer Cyclical: $2.72 Billion
Technology: $2.66 Billion
Financial Services: $2.39 Billion
Consumer Defensive: $1.63 Billion
Other: $2.85 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$63.6 Billion 12.77% of portfolio
865,458
Q3 2021 Added 4.92%
$0
$53.6 Billion 10.78% of portfolio
144,647
Q3 2021 Added 0.17%
$0
$52.6 Billion 10.56% of portfolio
304,252
Q3 2021 Added 1.15%
$0
$47.5 Billion 9.54% of portfolio
972,076
Q3 2021 Added 1.07%
$0
$41.6 Billion 8.36% of portfolio
818,537
Q3 2021 Added 2.39%
$0
$33.8 Billion 6.8% of portfolio
432,149
Q3 2021 Added 4.48%
$0
$18.3 Billion 3.68% of portfolio
98,388
Q3 2021 Reduced 0.39%
$0
$16.4 Billion 3.3% of portfolio
65,179
Q3 2021 Reduced 1.98%
$0
$14.1 Billion 2.84% of portfolio
312,440
Q3 2021 Added 1.85%
$0
$13.7 Billion 2.75% of portfolio
151,063
Q3 2021 Reduced 0.34%
$0
$12.3 Billion 2.47% of portfolio
106,343
Q3 2021 Reduced 2.71%
$0
$10.8 Billion 2.16% of portfolio
217,100
Q4 2022 Added 135.32%
$0
$9.93 Billion 2.0% of portfolio
36,135
Q3 2021 Added 0.77%
$0
$8.9 Billion 1.79% of portfolio
84,273
Q4 2022 Added 180.76%
$0
$7.79 Billion 1.57% of portfolio
213,941
Q2 2021 Reduced 37.93%
$0
$6.57 Billion 1.32% of portfolio
80,307
Q3 2021 Added 120.18%
$0
$4.77 Billion 0.96% of portfolio
45,202
Q4 2022 Reduced 38.79%
$0
$3.7 Billion 0.74% of portfolio
14,308
Q3 2021 Added 0.03%
$0
$3.07 Billion 0.62% of portfolio
48,274
Q3 2021 Reduced 4.14%
$0
$2.97 Billion 0.6% of portfolio
59,358
Q3 2021 Reduced 91.14%
$0
$2.78 Billion 0.56% of portfolio
16,146
Q3 2021 Reduced 4.56%
$0
$2.6 Billion 0.52% of portfolio
20,619
Q3 2021 Reduced 0.85%
$0
$2.55 Billion 0.51% of portfolio
31,755
Q3 2021 Added 0.11%
$0
$2.52 Billion 0.51% of portfolio
64,126
Q3 2021 Reduced 1.49%
$0
$2.41 Billion 0.48% of portfolio
47,243
Q3 2021 Reduced 3.46%
$0
$2.28 Billion 0.46% of portfolio
8,863
Q3 2021 Added 0.19%
$0
$2.09 Billion 0.42% of portfolio
81,883
Q4 2022 Added 183.93%
$0
$2.04 Billion 0.41% of portfolio
26,073
Q3 2021 Added 0.12%
$55.4B
$1.99 Billion 0.4% of portfolio
8,402
Q2 2021 Added 42.91%
$0
$1.75 Billion 0.35% of portfolio
28,778
Q3 2021 Added 2.12%
$0
$1.55 Billion 0.31% of portfolio
6,977
Q3 2021 Added 0.1%
$455B
$1.5 Billion 0.3% of portfolio
12,623
Q2 2021 Added 27.51%
$3.39T
$1.45 Billion 0.29% of portfolio
6,527
Q3 2021 Added 2.77%
$0
$1.46 Billion 0.29% of portfolio
49,929
Q4 2022 Added 21.15%
$0
$1.39 Billion 0.28% of portfolio
3,840
Q2 2021 Reduced 24.58%
$0
$1.36 Billion 0.27% of portfolio
17,814
Q3 2021 Added 4.01%
$0
$1.23 Billion 0.25% of portfolio
30,432
Q3 2021 Reduced 4.31%
$0
$1.17 Billion 0.24% of portfolio
18,834
Q3 2021 Added 6.78%
Ferguson Enterprises Inc
-
$1.2 Billion 0.24% of portfolio
-
Q4 2022 Reduced 9.7%
$0
$1.16 Billion 0.23% of portfolio
20,014
Q3 2021 Reduced 1.73%
$2.13T
$1.17 Billion 0.23% of portfolio
6,132
Q2 2021 Reduced 94.44%
$0
$978 Million 0.2% of portfolio
18,993
Q3 2021 Added 0.12%
$10.3B
$946 Million 0.19% of portfolio
714
Q2 2021 Reduced 64.99%
$3.35T
$964 Million 0.19% of portfolio
2,569
Q3 2021 Added 1.62%
$17.2B
$939 Million 0.19% of portfolio
7,504
Q2 2021 Added 4.53%
$694B
$889 Million 0.18% of portfolio
1,669
Q3 2021 Added 2.69%
$0
$897 Million 0.18% of portfolio
10,805
Q3 2021 Added 0.14%
$0
$901 Million 0.18% of portfolio
11,026
Q2 2021 Added 6.42%
$46.2B
$840 Million 0.17% of portfolio
11,584
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $498 Billion
  • Prior Value $490 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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