Investment Planning Advisors, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 10, 2024
Value $
$195M
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 59 stock holdings with total value $195M as of Q3 2024. Top holdings included SPLG, RWL, QQQM, SPGP, and CGCP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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