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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
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