INVESTMENT PLANNING ADVISORS, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WRB | 18K | $1.22M |
 | WMT | 8K | $965.21K |
 | SO | 8K | $730.98K |
 | AAPL | 6K | $1.48M |
 | NVDA | 4K | $740.74K |
 | XOM | 4K | $622.64K |
 | JPM | 3K | $1.03M |
 | KO | 3K | $264.55K |
 | GOOGL | 3K | $904.54K |
 | UPS | 3K | $302.16K |
 | BRK-B | 2K | $970.08K |
 | AMZN | 2K | $415.28K |
 | MSFT | 2K | $681.75K |
 | PG | 2K | $247.73K |
 | ORCL | 2K | $246.63K |
 | TSLA | 2K | $605.58K |
 | JNJ | 2K | $377.63K |
 | CVX | 1K | $292.11K |
 | PEP | 1K | $219.19K |
 | MCD | 1K | $428.06K |
W. R. Berkley Corporation
WRB
Shares Held
18K
Value
$1.22M
Walmart Inc.
WMT
Shares Held
8K
Value
$965.21K
The Southern Company
SO
Shares Held
8K
Value
$730.98K
Apple Inc.
AAPL
Shares Held
6K
Value
$1.48M
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$740.74K
Exxon Mobil Corporation
XOM
Shares Held
4K
Value
$622.64K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$1.03M
The Coca-Cola Company
KO
Shares Held
3K
Value
$264.55K
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$904.54K
United Parcel Service, Inc.
UPS
Shares Held
3K
Value
$302.16K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$970.08K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$415.28K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$681.75K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$247.73K
Oracle Corporation
ORCL
Shares Held
2K
Value
$246.63K
Tesla, Inc.
TSLA
Shares Held
2K
Value
$605.58K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$377.63K
Chevron Corporation
CVX
Shares Held
1K
Value
$292.11K
PepsiCo, Inc.
PEP
Shares Held
1K
Value
$219.19K
McDonald's Corporation
MCD
Shares Held
1K
Value
$428.06K