INVESTMENT PLANNING ADVISORS, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WRB | 20K | $1.53M |
 | WMT | 7K | $676.66K |
 | SO | 6K | $580.03K |
 | AAPL | 5K | $1.21M |
 | KO | 3K | $221.21K |
 | NVDA | 3K | $590.75K |
 | XOM | 3K | $318.33K |
 | JPM | 3K | $808.04K |
 | MSFT | 2K | $1.14M |
 | GOOGL | 2K | $523.76K |
 | TSLA | 1K | $544.70K |
 | ORCL | 1K | $307.95K |
 | BRK-B | 1K | $510.38K |
 | MCD | 874 | $265.75K |
 | IBM | 834 | $235.33K |
 | HD | 702 | $284.51K |
 | META | 286 | $209.87K |
W. R. Berkley Corporation
WRB
Shares Held
20K
Value
$1.53M
Walmart Inc.
WMT
Shares Held
7K
Value
$676.66K
The Southern Company
SO
Shares Held
6K
Value
$580.03K
Apple Inc.
AAPL
Shares Held
5K
Value
$1.21M
The Coca-Cola Company
KO
Shares Held
3K
Value
$221.21K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$590.75K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$318.33K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$808.04K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$1.14M
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$523.76K
Tesla, Inc.
TSLA
Shares Held
1K
Value
$544.70K
Oracle Corporation
ORCL
Shares Held
1K
Value
$307.95K
Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$510.38K
McDonald's Corporation
MCD
Shares Held
874
Value
$265.75K
International Business Machines Corporation
IBM
Shares Held
834
Value
$235.33K
The Home Depot, Inc.
HD
Shares Held
702
Value
$284.51K
Meta Platforms, Inc.
META
Shares Held
286
Value
$209.87K