Investment Planning Advisors

Investment Planning Advisors as of Sept. 30, 2024

Portfolio Holdings for Investment Planning Advisors

Investment Planning Advisors holds 59 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 12.1 $24M 370k 64.00
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 6.9 $13M 145k 92.62
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 6.5 $13M 64k 197.11
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 6.5 $13M 123k 102.78
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 6.4 $13M 569k 22.22
J P Morgan Exchange Traded F Equity Focus Etf (JPEF) 5.1 $10M 160k 62.36
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.9 $9.5M 212k 44.93
Capital Group Core Equity Et Shs Creation Uni (CGUS) 4.1 $8.0M 247k 32.25
Spdr Ser Tr Portfolio Agrgte (SPAB) 3.9 $7.7M 308k 25.09
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 3.8 $7.4M 251k 29.44
Ea Series Trust Freedom 100 Em (FRDM) 3.2 $6.4M 180k 35.32
Blackrock Etf Trust Ii Flexible Income (BINC) 3.2 $6.2M 119k 52.20
Spdr Ser Tr Portfolio S&p600 (SPSM) 2.9 $5.6M 136k 41.53
J P Morgan Exchange Traded F Income Etf (JPIE) 2.8 $5.6M 122k 45.46
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 2.8 $5.4M 108k 50.47
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.5 $4.9M 81k 60.08
Vanguard Index Fds Extend Mkt Etf (VXF) 2.3 $4.5M 27k 168.79
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.9 $3.8M 67k 56.68
Spdr Ser Tr Portfolio S&p400 (SPMD) 1.8 $3.6M 70k 51.30
Ishares Tr National Mun Etf (MUB) 1.2 $2.3M 22k 106.55
Eaton Vance Tax Managed Buy Write Opport (ETV) 1.1 $2.1M 153k 13.67
First Tr Exchange-traded Managd Mun Etf (FMB) 1.0 $2.0M 40k 51.06
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.0 $2.0M 30k 66.35
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.9 $1.9M 33k 55.50
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.9 $1.7M 34k 50.38
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.8 $1.5M 183k 8.27
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $1.1M 9.8k 112.62
W.R. Berkley Corporation (WRB) 0.6 $1.1M 14k 78.58
J P Morgan Exchange Traded F High Yield Muni (JMHI) 0.5 $1.1M 21k 49.79
Cohen & Steers REIT/P (RNP) 0.5 $928k 46k 20.37
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB) 0.5 $924k 17k 53.44
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $842k 27k 31.55
Vanguard World Mega Grwth Ind (MGK) 0.4 $783k 2.5k 314.21
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.4 $750k 28k 26.92
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $741k 4.1k 182.53
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $708k 4.3k 164.30
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $707k 2.6k 267.51
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.4 $688k 8.2k 84.04
Apple (AAPL) 0.3 $629k 3.0k 210.59
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $599k 24k 25.42
Ishares Tr Blackrock Ultra (ICSH) 0.3 $577k 11k 50.53
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.3 $539k 13k 41.80
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $520k 3.0k 170.76
Ishares Tr Core S&p500 Etf (IVV) 0.3 $501k 916.00 547.23
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $466k 10k 45.58
Vanguard World Utilities Etf (VPU) 0.2 $464k 3.1k 147.92
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $457k 4.4k 104.55
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.2 $457k 8.6k 52.95
Alphabet Cap Stk Cl A (GOOGL) 0.2 $440k 2.4k 182.12
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $370k 7.1k 52.01
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.2 $367k 8.0k 45.75
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.2 $350k 5.8k 60.78
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $331k 6.9k 47.98
NVIDIA Corporation (NVDA) 0.1 $278k 2.2k 123.55
Southern Company (SO) 0.1 $245k 3.2k 77.56
Microsoft Corporation (MSFT) 0.1 $242k 542.00 447.04
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $236k 976.00 241.98
Coca-Cola Company (KO) 0.1 $205k 3.2k 63.66
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.1 $204k 1.3k 152.57