13F-HR filed by Investment Planning Advisors, Inc.
Investment Planning Advisors, Inc. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-22, with 63 holding rows worth $228,995,317.
- Accession
- 0002024049-25-000001
- Filer
- CIK 2024049
- Filed
- 2025-01-22
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 63 entries on the cover page, a total value of $228,995,317 stated on the cover page (in dollars after the unit check, H1), rows summing to $228,995,317 with VALUE read as dollars as filed, 13F file number 028-24228. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 296,223 | $20,421,588 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y102 | CORE PLUS INCM | 886,110 | $19,671,642 | dollars as filed | |
| CAPITAL GROUP CORE EQUITY ET | 14020V108 | SHS CREAT UNIT | 519,639 | $18,171,775 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q781 | EQUITY FOCUS ETF | 265,768 | $17,835,659 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G698 | S&P 500 REVENUE | 140,588 | $13,766,392 | dollars as filed | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 182,597 | $13,042,892 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 60,297 | $12,689,523 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 225,245 | $10,106,726 | dollars as filed | |
| JPMORGAN INCOME ETF | 46641Q159 | ETF | 220,272 | $10,048,809 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 176,100 | $9,160,718 | dollars as filed | |
| CAPITAL GROUP GBL GROWTH EQT | 14020X104 | SHS CREAT UNIT | 294,419 | $8,602,909 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 163,250 | $7,333,212 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 36,711 | $6,974,287 | dollars as filed | |
| EA SERIES TRUST | 02072L607 | FREEDOM 100 EM | 186,070 | $6,080,755 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 62,302 | $4,814,076 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 69,100 | $4,497,055 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 67,586 | $3,888,194 | dollars as filed | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 68,498 | $3,746,150 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V431 | S&P 500 GARP ETF | 26,394 | $2,768,224 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 24,504 | $2,610,941 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739N108 | MANAGD MUN ETF | 48,764 | $2,487,442 | dollars as filed | |
| EATON VANCE TAX-MANAGED BUY- | 27828Y108 | COM | 152,979 | $2,204,427 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q647 | MUNICIPAL ETF | 41,269 | $2,069,639 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 34,043 | $1,919,344 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X475 | ST STR MSCI GLB | 24,712 | $1,565,011 | dollars as filed | |
| EATON VANCE TAX-MANAGED GLOB | 27829c105 | COM | 184,303 | $1,551,831 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q799 | HIGH YIELD MUNI | 27,316 | $1,371,810 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 11,660 | $1,369,794 | dollars as filed | |
| BERKLEY W R CORP COM | 084423102 | Stock | 20,018 | $1,171,453 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 2,895 | $994,215 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E104 | CAP STRENGTH ETF | 10,417 | $914,799 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 27,469 | $863,625 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y300 | US MULTI-SECTOR | 29,702 | $810,271 | dollars as filed | |
| VTI | 922908769 | COM | 2,572 | $745,478 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 3,794 | $743,024 | dollars as filed | |
| Apple Inc | 037833100 | COM | 2,923 | $732,036 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 4,164 | $729,732 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 28,819 | $716,434 | dollars as filed | |
| VICTORY PORTFOLIOS II | 92647N873 | VCSHS US SMCP HG | 11,794 | $700,564 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 3,831 | $682,149 | dollars as filed | |
| Vanguard Utilities ETF | 92204A876 | SHS | 3,501 | $572,186 | dollars as filed | |
| SSGA ACTIVE ETF TR | 78467V608 | BLACKSTONE SENR | 13,394 | $558,932 | dollars as filed | |
| COHEN & STEERS REIT AND PREFER | 19247X100 | COM | 25,307 | $528,906 | dollars as filed | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 10,385 | $523,716 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 859 | $505,676 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,247 | $503,588 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 20,600 | $467,620 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 4,036 | $425,717 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 8,035 | $404,744 | dollars as filed | |
| SPDR SER TR | 78468R721 | NUVEEN BLMBRG MU | 8,687 | $396,301 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 1,439 | $379,951 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,887 | $357,242 | dollars as filed | |
| ALPS ETF TR | 00162Q452 | ALERIAN MLP | 6,982 | $336,253 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,285 | $308,014 | dollars as filed | |
| Southern Company | 842587107 | COM | 3,502 | $288,275 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,092 | $262,413 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 1,918 | $257,590 | dollars as filed | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 10,026 | $250,550 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 10,728 | $248,675 | dollars as filed | |
| SPDR SERIES TRUST | 78468R804 | ST STR R1K LOWV | 1,340 | $221,381 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 7,925 | $220,862 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,231 | $201,162 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,224 | $200,958 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002024049-25-000001 | this filing | 2025-01-22 | acceptance time not in the bulk data set |