Essential Planning, Llc. New Holdings in Q4 2024

Essential Planning, Llc.

  • $15 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NUE
Nucor Corp

Basic Materials
6.96K
New
$115.78 - $167.74 $805K - $1.17M
6.96K $811K
PPT
Putnam Premier Income Trust

Financial Services
227K
New
$3.49 - $3.73 $792K - $846K
227K $807K
BPOP
Popular, Inc.

Financial Services
8.14K
New
$88.46 - $102.59 $720K - $835K
8.14K $765K
DEO
Diageo PLC

Consumer Defensive
5.85K
New
$118.0 - $139.88 $690K - $818K
5.85K $743K
JCI
Johnson Controls International PLC

Industrials
9.41K
New
$74.23 - $86.6 $699K - $815K
9.41K $742K
USFR
Wisdomtree Floating Rate Treas

ETFs
14.8K
New
$50.23 - $50.46 $741K - $745K
14.8K $742K
WBD
Warner Bros. Discovery, Inc.

Communication Services
69.2K
New
$7.33 - $12.37 $507K - $855K
69.2K $733K
IWN
Ishares Russell2000 Val ETF

ETFs
4.47K
New
$162.69 - $181.35 $727K - $811K
4.47K $733K
CARR
Carrier Global Corp

Industrials
10.5K
New
$66.69 - $82.65 $698K - $865K
10.5K $714K
INCY
Incyte Corp

Healthcare
9.88K
New
$65.08 - $83.38 $643K - $824K
9.88K $682K
PIM
Putnam Master Intermediate Income Trust

Financial Services
205K
New
$3.21 - $3.42 $659K - $702K
205K $668K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
10.3K
New
N/A
10.3K $665K
PPL
Ppl Corp

Utilities
20.2K
New
$31.47 - $35.0 $634K - $705K
20.2K $654K
PFF
Ishares Trust Ishares Pfd And

ETFs
20.6K
New
$31.23 - $33.51 $643K - $690K
20.6K $647K
SAM
Boston Beer CO Inc

Consumer Defensive
2.15K
New
$270.2 - $323.56 $580K - $694K
2.15K $643K
JBLU
Jetblue Airways Corp

Industrials
81.3K
New
$5.63 - $8.05 $457K - $654K
81.3K $638K
CAT
Caterpillar Inc

Industrials
1.69K
New
$360.37 - $416.88 $609K - $705K
1.69K $613K
DFAT
Dimensional ETF Tr U S Target

ETFs
10.7K
New
$54.54 - $61.04 $582K - $651K
10.7K $593K
COST
Costco Wholesale Corp

Consumer Defensive
634
New
$873.59 - $994.69 $554K - $631K
634 $580K
CFG
Citizens Financial Group Inc

Financial Services
13K
New
$39.92 - $48.46 $519K - $630K
13K $568K
GIS
General Mills Inc

Consumer Defensive
8.7K
New
$62.78 - $74.62 $546K - $649K
8.7K $554K
TSLA
Tesla, Inc.

Consumer Cyclical
1.31K
New
$213.65 - $479.86 $281K - $630K
1.31K $530K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
28.3K
New
$17.93 - $18.8 $507K - $532K
28.3K $515K
CLX
Clorox CO

Consumer Defensive
3.15K
New
$156.51 - $169.74 $493K - $535K
3.15K $511K
ABT
Abbott Laboratories

Healthcare
4.42K
New
$111.93 - $119.39 $495K - $528K
4.42K $499K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
23.1K
New
$20.92 - $23.57 $483K - $544K
23.1K $493K
UPS
United Parcel Service Inc

Industrials
3.91K
New
$122.65 - $138.35 $479K - $540K
3.91K $492K
OPK
Opko Health, Inc.

Healthcare
331K
New
$1.4 - $1.64 $464K - $543K
331K $486K
CEG
Constellation Energy Corp

Utilities
2.15K
New
$224.28 - $285.52 $481K - $612K
2.15K $482K
VLUE
Ishares Msci Usa Value Factor

ETFs
4.55K
New
$104.01 - $115.38 $473K - $525K
4.55K $480K
BA
Boeing CO

Industrials
2.58K
New
$138.14 - $180.72 $356K - $466K
2.58K $456K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
7.03K
New
$58.39 - $67.04 $410K - $471K
7.03K $446K
VGT
Vanguard Information Technolog

ETFs
715
New
$571.78 - $647.97 $409K - $463K
715 $444K
TDC
Teradata Corp

Technology
13.8K
New
$28.47 - $33.38 $392K - $460K
13.8K $429K
IYH
Ishares Tr

ETFs
7.15K
New
$57.53 - $65.24 $411K - $466K
7.15K $416K
PDI
Pimco Dynamic Income Fund

Financial Services
22K
New
$18.33 - $20.85 $403K - $458K
22K $402K
IONS
Ionis Pharmaceuticals Inc

Healthcare
11.4K
New
$33.73 - $40.36 $386K - $462K
11.4K $399K
GLW
Corning Inc

Technology
8.4K
New
$44.11 - $49.76 $371K - $418K
8.4K $399K
HPQ
Hp Inc

Technology
12K
New
$32.46 - $39.3 $388K - $470K
12K $390K
BMY
Bristol Myers Squibb CO

Healthcare
6.87K
New
$51.92 - $59.94 $357K - $412K
6.87K $388K
IIGD
Invesco Exch Trd Self Indexed

ETFs
15.7K
New
$24.14 - $24.81 $380K - $390K
15.7K $380K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.88K
New
$125.36 - $147.37 $361K - $424K
2.88K $378K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
15.5K
New
$21.45 - $24.97 $332K - $386K
15.5K $370K
SHW
Sherwin Williams CO

Basic Materials
1.05K
New
$338.75 - $399.71 $357K - $421K
1.05K $357K
CAR
Avis Budget Group, Inc.

Industrials
4.29K
New
$77.44 - $109.07 $332K - $468K
4.29K $345K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
13.2K
New
$23.29 - $23.93 $308K - $317K
13.2K $310K
OTIS
Otis Worldwide Corp

Industrials
3.25K
New
$92.57 - $106.01 $301K - $345K
3.25K $300K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.45K
New
$172.07 - $207.36 $250K - $301K
1.45K $286K
NFG
National Fuel Gas CO

Energy
4.44K
New
$58.89 - $64.23 $261K - $285K
4.44K $269K
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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