Essential Planning, Llc. New Holdings in Q4 2024

Essential Planning, Llc.

  • $15 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ISRG
Intuitive Surgical Inc

Healthcare
8.23K
New
$471.27 - $550.62 $3.88M - $4.53M
8.23K $4.3M
XLI
Industrial Sector Spdr

ETFs
32.5K
New
$131.76 - $143.99 $4.28M - $4.68M
32.5K $4.28M
PEP
Pepsico Inc

Consumer Defensive
28.1K
New
$151.29 - $176.1 $4.25M - $4.95M
28.1K $4.27M
JEPI
J P Morgan Exchange Traded Fd

ETFs
72.9K
New
$57.53 - $60.83 $4.19M - $4.43M
72.9K $4.19M
UNP
Union Pacific Corp

Industrials
18.2K
New
$223.15 - $249.32 $4.07M - $4.55M
18.2K $4.16M
IWM
Ishares Russell 2000 ETF

ETFs
17.9K
New
$216.13 - $242.4 $3.86M - $4.33M
17.9K $3.95M
IYY
Ishares Tr

ETFs
27.3K
New
$138.14 - $149.13 $3.77M - $4.07M
27.3K $3.91M
CSCO
Cisco Systems, Inc.

Technology
65.7K
New
$52.45 - $60.02 $3.45M - $3.94M
65.7K $3.89M
MA
Mastercard Inc

Financial Services
7.35K
New
$491.3 - $536.15 $3.61M - $3.94M
7.35K $3.87M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
10.1K
New
$340.59 - $380.5 $3.45M - $3.86M
10.1K $3.71M
AOR
Ishares Tr Core Growth Allocat

ETFs
62.1K
New
$57.32 - $59.66 $3.56M - $3.7M
62.1K $3.56M
QCOM
Qualcomm Inc

Technology
23.1K
New
$150.4 - $178.04 $3.47M - $4.11M
23.1K $3.54M
IVE
Ishares S&P 500 Value ETF

ETFs
18.3K
New
$189.5 - $206.17 $3.48M - $3.78M
18.3K $3.5M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
228K
New
$14.38 - $15.35 $3.27M - $3.49M
228K $3.4M
AMAT
Applied Materials Inc

Technology
20.7K
New
$161.44 - $213.89 $3.34M - $4.42M
20.7K $3.36M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
84.2K
New
$39.3 - $41.34 $3.31M - $3.48M
84.2K $3.32M
IBM
International Business Machines Corp

Technology
15K
New
$204.9 - $238.04 $3.06M - $3.56M
15K $3.29M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
101K
New
$31.55 - $32.84 $3.18M - $3.31M
101K $3.26M
CVS
Cvs Health Corp

Healthcare
72.1K
New
$43.78 - $67.46 $3.16M - $4.87M
72.1K $3.24M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
51.9K
New
$61.68 - $67.87 $3.2M - $3.52M
51.9K $3.23M
STT
State Street Corp

Financial Services
32.5K
New
$85.96 - $100.78 $2.79M - $3.28M
32.5K $3.19M
PRU
Prudential Financial Inc

Financial Services
26.8K
New
$114.59 - $129.52 $3.07M - $3.47M
26.8K $3.17M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
58.5K
New
$54.2 - $60.92 $3.17M - $3.56M
58.5K $3.17M
JNJ
Johnson & Johnson

Healthcare
21K
New
$143.34 - $165.86 $3.01M - $3.48M
21K $3.04M
WEC
Wec Energy Group, Inc.

Utilities
31.7K
New
$92.94 - $101.82 $2.95M - $3.23M
31.7K $2.98M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
57.6K
New
$51.54 - $52.55 $2.97M - $3.03M
57.6K $2.98M
GTLB
Gitlab Inc.

Technology
52K
New
$48.76 - $67.19 $2.54M - $3.49M
52K $2.93M
GD
General Dynamics Corp

Industrials
10.9K
New
$260.28 - $314.03 $2.83M - $3.41M
10.9K $2.86M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
37.8K
New
$72.18 - $81.41 $2.73M - $3.08M
37.8K $2.86M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
40.7K
New
$69.58 - $74.87 $2.83M - $3.05M
40.7K $2.85M
NSC
Norfolk Southern Corp

Industrials
12.1K
New
$230.6 - $277.0 $2.79M - $3.36M
12.1K $2.84M
DE
Deere & CO

Industrials
6.7K
New
$389.45 - $466.0 $2.61M - $3.12M
6.7K $2.84M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
54.2K
New
$51.33 - $53.74 $2.78M - $2.91M
54.2K $2.79M
IR
Ingersoll Rand Inc.

Industrials
30.8K
New
$90.46 - $105.35 $2.79M - $3.25M
30.8K $2.79M
CL
Colgate Palmolive CO

Consumer Defensive
30.4K
New
$90.22 - $102.31 $2.74M - $3.11M
30.4K $2.76M
QUAL
Ishares Msci Usa Quality Facto

ETFs
14.9K
New
$176.42 - $186.91 $2.63M - $2.78M
14.9K $2.65M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
19.4K
New
$131.66 - $144.0 $2.56M - $2.8M
19.4K $2.57M
MSI
Motorola Solutions, Inc.

Technology
5.53K
New
$449.08 - $504.6 $2.48M - $2.79M
5.53K $2.55M
ACN
Accenture PLC

Technology
7.2K
New
$343.9 - $376.86 $2.48M - $2.71M
7.2K $2.53M
SKYY
First Trust Cloud Computing Et

ETFs
21.2K
New
$99.98 - $130.46 $2.12M - $2.76M
21.2K $2.52M
XLP
Consumer Staples Sector Spdr

ETFs
33K
New
N/A
33K $2.51M
HII
Huntington Ingalls Industries, Inc.

Industrials
13K
New
$184.96 - $264.65 $2.4M - $3.44M
13K $2.46M
MRK
Merck & Co., Inc.

Healthcare
24.4K
New
$96.31 - $114.76 $2.35M - $2.8M
24.4K $2.43M
VOOV
Vanguard S&P 500 Value ETF

ETFs
13.1K
New
$184.21 - $199.29 $2.41M - $2.61M
13.1K $2.41M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
20.4K
New
$113.92 - $127.38 $2.33M - $2.6M
20.4K $2.36M
VFH
Vanguard Financial ETF

ETFs
19.5K
New
$108.87 - $126.2 $2.12M - $2.46M
19.5K $2.3M
MPC
Marathon Petroleum Corp

Energy
16.3K
New
$131.65 - $174.84 $2.14M - $2.84M
16.3K $2.27M
EHC
Encompass Health Corp

Healthcare
23K
New
$92.35 - $103.77 $2.12M - $2.39M
23K $2.12M
DFIP
Dimensional ETF Tr Inflation P

ETFs
52.4K
New
$40.31 - $42.43 $2.11M - $2.22M
52.4K $2.12M
Activity Summary
Buys All Purchases 313 New Holdings 232 Increased Positions 81 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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