Investment-Planning-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  null,
  "WRB",
  null,
  null,
  null,
  null,
  null,
  null,
  "ETW",
  null,
  "MUB",
  null,
  null,
  null,
  "RNP",
  null,
  null,
  "MSFT",
  null,
  null,
  null,
  null,
  "IVV",
  "AAPL",
  "NVDA",
  null,
  "SCHX",
  null,
  null,
  null,
  null,
  "SPLG",
  "IBM",
  "VO",
  "VXF",
  "ETV",
  "VIG",
  null,
  null,
  null,
  "MGK",
  "BSV",
  "VT",
  "VB",
  null,
  null,
  "WMT",
  null,
  null,
  null,
  null,
  null,
  null,
  "SO",
  null,
  null,
  null,
  "DGRO",
  null,
  null,
  "BRK-B",
  "KO",
  "DFAX",
  "RSP",
  null,
  "TSLA",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 70
Total Value: 246111649
Accession Number: 0002024049-25-000002
Form Type: 13F-HR
CIK: investment-planning-advisors
Manager Name: Investment-Planning-Advisors

Data Enrichment

44% identified

31 identified39 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

70 positions • $246.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46432F339

QUAL|46432F339

Shares:3.8K

Value:$656.9K

% of Portfolio:0.3% ($656.9K/$246.1M)

00162Q452

Shares:12.3K

Value:$637.3K

% of Portfolio:0.3% ($637.3K/$246.1M)

Apple Inc.

AAPL|037833100

Shares:2.9K

Value:$635.4K

% of Portfolio:0.3% ($635.4K/$246.1M)

92204A876

Shares:3.5K

Value:$600.5K

% of Portfolio:0.2% ($600.5K/$246.1M)

78464A847

Shares:11.3K

Value:$579.2K

% of Portfolio:0.2% ($579.2K/$246.1M)

464288158

Shares:5.5K

Value:$576.5K

% of Portfolio:0.2% ($576.5K/$246.1M)

46434V878

Shares:10.8K

Value:$547.6K

% of Portfolio:0.2% ($547.6K/$246.1M)

808524839

Shares:23.2K

Value:$537.6K

% of Portfolio:0.2% ($537.6K/$246.1M)

78467V608

Shares:13.0K

Value:$533.9K

% of Portfolio:0.2% ($533.9K/$246.1M)

COHEN & STEERS REIT & PREFERRED & INCOME FUND INC

RNP|19247X100

Shares:23.5K

Value:$518.3K

% of Portfolio:0.2% ($518.3K/$246.1M)

464287200

IVV|464287200

Shares:859

Value:$482.7K

% of Portfolio:0.2% ($482.7K/$246.1M)

78468R721

Shares:9.5K

Value:$426.3K

% of Portfolio:0.2% ($426.3K/$246.1M)

46641Q837

Shares:8.4K

Value:$423.1K

% of Portfolio:0.2% ($423.1K/$246.1M)

14019W109

Shares:16.7K

Value:$409.0K

% of Portfolio:0.2% ($409.0K/$246.1M)

922908629

VO|922908629

Shares:1.6K

Value:$408.7K

% of Portfolio:0.2% ($408.7K/$246.1M)

Tesla, Inc.

TSLA|88160R101

Shares:1.4K

Value:$355.6K

% of Portfolio:0.1% ($355.6K/$246.1M)

SOUTHERN CO

SO|842587107

Shares:3.7K

Value:$343.4K

% of Portfolio:0.1% ($343.4K/$246.1M)

Walmart Inc.

WMT|931142103

Shares:3.6K

Value:$314.3K

% of Portfolio:0.1% ($314.3K/$246.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.3K

Value:$312.2K

% of Portfolio:0.1% ($312.2K/$246.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:574

Value:$305.7K

% of Portfolio:0.1% ($305.7K/$246.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(QUALcusip46432F339)	3.8K	QoQ +0.33% (-13) YoY-	All Managers (Combined)	$656.9K	0.3% ($656.9K/$246.1M)	QoQ -3.70% (-$25.3K) YoY-
(cusip00162Q452)✕	12.3K	QoQ +75.72% (+5.3K) YoY-	All Managers (Combined)	$637.3K	0.3% ($637.3K/$246.1M)	QoQ +89.51% (+$301.0K) YoY-
Apple Inc.(AAPLcusip037833100)	2.9K	QoQ -2.15% (-63) YoY-	All Managers (Combined)	$635.4K	0.3% ($635.4K/$246.1M)	QoQ -13.20% (-$96.6K) YoY-
(cusip92204A876)✕	3.5K	QoQ +0.42% (+15) YoY-	All Managers (Combined)	$600.5K	0.2% ($600.5K/$246.1M)	QoQ +4.95% (+$28.3K) YoY-
(cusip78464A847)✕	11.3K	QoQ -83.47% (-57.2K) YoY-	All Managers (Combined)	$579.2K	0.2% ($579.2K/$246.1M)	QoQ -84.53% (-$3.2M) YoY-
(cusip464288158)✕	5.5K	QoQ +35.25% (+1.4K) YoY-	All Managers (Combined)	$576.5K	0.2% ($576.5K/$246.1M)	QoQ +35.41% (+$150.8K) YoY-
(cusip46434V878)✕	10.8K	QoQ +3.99% (+415) YoY-	All Managers (Combined)	$547.6K	0.2% ($547.6K/$246.1M)	QoQ +4.55% (+$23.8K) YoY-
(cusip808524839)✕	23.2K	QoQ +12.67% (+2.6K) YoY-	All Managers (Combined)	$537.6K	0.2% ($537.6K/$246.1M)	QoQ +14.95% (+$69.9K) YoY-
(cusip78467V608)✕	13.0K	QoQ -3.09% (-414) YoY-	All Managers (Combined)	$533.9K	0.2% ($533.9K/$246.1M)	QoQ -4.48% (-$25.1K) YoY-
COHEN & STEERS REIT & PREFERRED & INCOME FUND INC(RNPcusip19247X100)	23.5K	QoQ -7.19% (-1.8K) YoY-	All Managers (Combined)	$518.3K	0.2% ($518.3K/$246.1M)	QoQ -2.00% (-$10.6K) YoY-
(IVVcusip464287200)	859	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$482.7K	0.2% ($482.7K/$246.1M)	QoQ -4.54% (-$23.0K) YoY-
(cusip78468R721)✕	9.5K	QoQ +8.88% (+772) YoY-	All Managers (Combined)	$426.3K	0.2% ($426.3K/$246.1M)	QoQ +7.56% (+$30.0K) YoY-
(cusip46641Q837)✕	8.4K	QoQ +3.99% (+321) YoY-	All Managers (Combined)	$423.1K	0.2% ($423.1K/$246.1M)	QoQ +4.53% (+$18.3K) YoY-
(cusip14019W109)✕	16.7K	QoQ NEW(+16.7K) YoY-	All Managers (Combined)	$409.0K	0.2% ($409.0K/$246.1M)	QoQ NEW(+$409.0K) YoY-
(VOcusip922908629)	1.6K	QoQ +9.86% (+142) YoY-	All Managers (Combined)	$408.7K	0.2% ($408.7K/$246.1M)	QoQ +7.57% (+$28.8K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	1.4K	QoQ +10.02% (-125) YoY-	All Managers (Combined)	$355.6K	0.1% ($355.6K/$246.1M)	QoQ -29.39% (-$148.0K) YoY-
SOUTHERN CO(SOcusip842587107)	3.7K	QoQ +6.65% (+233) YoY-	All Managers (Combined)	$343.4K	0.1% ($343.4K/$246.1M)	QoQ +19.12% (+$55.1K) YoY-
Walmart Inc.(WMTcusip931142103)	3.6K	QoQ +60.97% (+1.4K) YoY-	All Managers (Combined)	$314.3K	0.1% ($314.3K/$246.1M)	QoQ +56.39% (+$113.3K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.3K	QoQ -0.93% (-12) YoY-	All Managers (Combined)	$312.2K	0.1% ($312.2K/$246.1M)	QoQ +1.34% (-$4.2K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	574	QoQ NEW(+574) YoY-	All Managers (Combined)	$305.7K	0.1% ($305.7K/$246.1M)	QoQ NEW(+$305.7K) YoY-