Partners In Financial Planning Portfolio Holdings

Partners In Financial Planning

  • $490 Billion
  • Q4 2024

Partners In Financial Planning has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $490 Billion distributed in 107 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 $61.4B, Vanguard Growth ETF with a value of $58.9B, Vanguard Value ETF with a value of $49.9B, Vanguard Total International B with a value of $46.1B, and Vanguard Ftse Developed Market with a value of $36.5B.

Examining the 13F form we can see an increase of $490B in the current position value.

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 $490 Billion
ETFs: $465 Billion
Consumer Cyclical: $3.37 Billion
Industrials: $3.32 Billion
Energy: $3.26 Billion
Healthcare: $3.16 Billion
Technology: $2.91 Billion
Financial Services: $2.52 Billion
Consumer Defensive: $1.88 Billion
Other: $2.71 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$58.8B
$1.97 Billion 0.4% of portfolio
8,402
Q4 2024 New
$3.81T
$1.63 Billion 0.33% of portfolio
6,527
Q4 2024 New
$447B
$1.35 Billion 0.28% of portfolio
12,551
Q4 2024 New
$2.33T
$1.35 Billion 0.27% of portfolio
6,132
Q4 2024 New
$3.05T
$935 Million 0.19% of portfolio
2,219
Q4 2024 New
$17.2B
$856 Million 0.17% of portfolio
7,504
Q4 2024 New
$46.9B
$858 Million 0.17% of portfolio
11,584
Q4 2024 New
$10.4B
$790 Million 0.16% of portfolio
714
Q4 2024 New
$614B
$757 Million 0.15% of portfolio
1,669
Q4 2024 New
$91B
$671 Million 0.14% of portfolio
8,871
Q4 2024 New
$402B
$585 Million 0.12% of portfolio
3,487
Q4 2024 New
$61.5B
$593 Million 0.12% of portfolio
13,680
Q4 2024 New
$229B
$564 Million 0.12% of portfolio
3,382
Q4 2024 New
$155B
$579 Million 0.12% of portfolio
2,348
Q4 2024 New
$44.8B
$598 Million 0.12% of portfolio
4,496
Q4 2024 New
$13.9B
$537 Million 0.11% of portfolio
12,368
Q4 2024 New
$226B
$467 Million 0.1% of portfolio
1,612
Q4 2024 New
$1.13T
$491 Million 0.1% of portfolio
2,579
Q4 2024 New
$69.2B
$510 Million 0.1% of portfolio
15,816
Q4 2024 New
$1.1T
$460 Million 0.09% of portfolio
2,432
Q4 2024 New
$168M
$419 Million 0.09% of portfolio
14,580
Q4 2024 New
$147B
$433 Million 0.09% of portfolio
1,886
Q4 2024 New
$405B
$407 Million 0.08% of portfolio
2,815
Q4 2024 New
$95.7B
$338 Million 0.07% of portfolio
1,457
Q4 2024 New
$1.62T
$361 Million 0.07% of portfolio
617
Q4 2024 New
$153B
$274 Million 0.06% of portfolio
1,200
Q4 2024 New
$1.06T
$303 Million 0.06% of portfolio
750
Q4 2024 New
$232B
$303 Million 0.06% of portfolio
2,515
Q4 2024 New
$303B
$308 Million 0.06% of portfolio
2,124
Q4 2024 New
$229B
$259 Million 0.05% of portfolio
2,288
Q4 2024 New
$433M
$256 Million 0.05% of portfolio
14,547
Q4 2024 New
$83.1B
$229 Million 0.05% of portfolio
3,835
Q4 2024 New
$33.3B
$256 Million 0.05% of portfolio
2,163
Q4 2024 New
$143B
$234 Million 0.05% of portfolio
8,835
Q4 2024 New
$75.4B
$269 Million 0.05% of portfolio
1,511
Q4 2024 New
$2.82B
$227 Million 0.05% of portfolio
6,000
Q4 2024 New
$341B
$234 Million 0.05% of portfolio
1,316
Q4 2024 New
$83B
$265 Million 0.05% of portfolio
5,905
Q4 2024 New
$493B
$213 Million 0.04% of portfolio
421
Q4 2024 New
$198B
$213 Million 0.04% of portfolio
1,399
Q4 2024 New
$66.8B
$219 Million 0.04% of portfolio
4,045
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $490 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 107 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Partners In Financial Planning Portfolio

Follow Partners In Financial Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Partners In Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Partners In Financial Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email