INVESTMENT PLANNING ADVISORS, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WRB | 18K | $1.29M |
 | WMT | 7K | $777.46K |
 | SO | 6K | $559.42K |
 | AAPL | 5K | $1.40M |
 | KO | 4K | $250.22K |
 | NVDA | 3K | $607.93K |
 | XOM | 3K | $353.87K |
 | JPM | 3K | $930.24K |
 | UPS | 3K | $267.46K |
 | GOOGL | 3K | $791.54K |
 | MSFT | 2K | $1.11M |
 | TSLA | 2K | $754.07K |
 | PG | 2K | $221.17K |
 | AMZN | 1K | $321.05K |
 | BRK-B | 1K | $632.13K |
 | JNJ | 1K | $251.46K |
 | ORCL | 1K | $212.21K |
 | MCD | 1K | $325.38K |
 | IBM | 835 | $247.38K |
 | HD | 776 | $267.00K |
W. R. Berkley Corporation
WRB
Shares Held
18K
Value
$1.29M
Walmart Inc.
WMT
Shares Held
7K
Value
$777.46K
The Southern Company
SO
Shares Held
6K
Value
$559.42K
Apple Inc.
AAPL
Shares Held
5K
Value
$1.40M
The Coca-Cola Company
KO
Shares Held
4K
Value
$250.22K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$607.93K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$353.87K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$930.24K
United Parcel Service, Inc.
UPS
Shares Held
3K
Value
$267.46K
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$791.54K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$1.11M
Tesla, Inc.
TSLA
Shares Held
2K
Value
$754.07K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$221.17K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$321.05K
Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$632.13K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$251.46K
Oracle Corporation
ORCL
Shares Held
1K
Value
$212.21K
McDonald's Corporation
MCD
Shares Held
1K
Value
$325.38K
International Business Machines Corporation
IBM
Shares Held
835
Value
$247.38K
The Home Depot, Inc.
HD
Shares Held
776
Value
$267.00K