Investment Planning Advisors, Inc.

13F Filings History

Latest 13F report: Q4 2024 - Jan 22, 2025
Value $: $229M
Signature - Title: Patrick Paxton - Financial Planner / Managing Director
Location: Cumming, GA
Summary: This page shows a list of all the recent 13F filings made by Investment Planning Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Investment Planning Advisors, Inc. reported 63 stock holdings with total value $229M as of Q4 2024. Top holdings included SPLG, CGCP, CGUS, JPEF, and RWL.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	63	$229M	+$57.8M	-$32M	+$25.8M	SPLG, CGCP, CGUS, JPEF, RWL	13F-HR	1/22/2025, 05:26 PM
Q3 2024	59	$195M	$0	$0		SPLG, RWL, QQQM, SPGP, CGCP	13F-HR	10/9/2024, 06:34 PM
Q2 2024	59	$196M	$0	$0		SPLG, RWL, QQQM, SPGP, CGCP	13F-HR	7/22/2024, 01:28 PM