Investment Planning Advisors, Inc.
CIK:0002024049
Investment Adviser
$0 AUM
88 holdings
Cumming, GA, US
Investment Planning Advisors, Inc. is a registered investment adviser headquartered in Cumming, Georgia. The firm specializes in providing financial planning and investment management services to individuals, families, and businesses. Incorporated in Georgia, it focuses on personalized advisory services and serves clients seeking long-term wealth management solutions.
Investment Strategy
Investment Planning Advisors, Inc. delivers tailored investment strategies emphasizing long-term growth, preservation of capital, and alignment with each client's financial objectives and risk tolerance. Their strategies typically involve diversified portfolios designed to meet the unique needs of their clients through comprehensive financial planning and ongoing management.
Top Buys
M
MGCVANGUARD WORLD FD+$33.4M
V
VCRBVANGUARD MALVERN FDS+$21.5M
Q
QQQMINVESCO EXCH TRADED FD TR II+$17.8M
R
RWLINVESCO EXCH TRADED FD TR II+$15.4M
S
SPLGSPDR SERIES TRUST+$11.4M
Top Sells
J
JPEFJ P MORGAN EXCHANGE TRADED F-$29.3M
C
CGGECAPITAL GROUP GLOBAL EQUITY-$16.2M
C
CGUSCAPITAL GROUP CORE EQUITY ET-$15.5M
C
CGCPCAPITAL GRP FIXED INCM ETF T-$13.7M
H
HELOJ P MORGAN EXCHANGE TRADED F-$12.5M
Top Holdings
S
SPLGSPDR SERIES TRUST+12.7%$40.5M
V
VXFVANGUARD INDEX FDS+10.8%$34.3M
M
MGCVANGUARD WORLD FD+10.5%$33.4M
F
FRDMEA SERIES TRUST+7.0%$22.3M
V
VCRBVANGUARD MALVERN FDS+6.8%$21.5M
Equity Positions (88)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 12.74% | $40.5M | 517,140 | $68.09 | $78.34 | +$11.4M |
V VXF | VANGUARD INDEX FDS | 10.78% | $34.3M | 163,676 | $178.23 | $209.34 | +$4.9M |
M MGC | VANGUARD WORLD FD | 10.51% | $33.4M | 136,865 | $244.09 | $244.09 | +$33.4M |
F FRDM | EA SERIES TRUST | 7.02% | $22.3M | 504,048 | $39.00 | $44.31 | +$5.5M |
V VCRB | VANGUARD MALVERN FDS | 6.77% | $21.5M | 274,509 | $78.41 | $78.41 | +$21.5M |
Industry Allocation
FIRE, MARINE & CASUALTY INSURANCE
+0.6%
SERVICES-PREPACKAGED SOFTWARE
+0.5%
ELECTRONIC COMPUTERS
+0.4%
NATIONAL COMMERCIAL BANKS
+0.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.2%