Holistic Planning, LLC Purchases in Q2 2025

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.57K
+ 36.4%
$456.74 - $568.03 $2.54M - $3.16M
20.9K $11.9B
Ea Series Trust
172K
+ 21.09%
N/A
988K $20.1B
STXG
Ea Ser Tr Strive 1000 Growth E
13.5K
+ 3.64%
N/A
385K $17.7B
MSFT
Microsoft Corp

Technology
2.67K
+ 24.15%
$354.56 - $497.45 $947K - $1.33M
13.7K $6.83B
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
52K
+ 68.77%
$39.94 - $44.64 $2.08M - $2.32M
128K $5.7B
VUG
Vanguard Growth ETF

ETFs
3.05K
+ 19.75%
$329.49 - $438.4 $1M - $1.34M
18.5K $8.11B
IVV
Ishares Core S&P 500 ETF

ETFs
2.72K
+ 40.09%
$498.8 - $620.9 $1.35M - $1.69M
9.49K $5.89B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.57K
+ 34.14%
$416.06 - $551.64 $1.07M - $1.42M
10.1K $5.57B
STRV
Ea Ser Tr Strive 500 ETF
21.6K
+ 8.94%
N/A
263K $10.5B
AMZN
Amazon Com Inc

Consumer Cyclical
6.12K
+ 37.5%
$167.32 - $223.3 $1.02M - $1.37M
22.4K $4.92B
NVDA
Nvidia Corp

Technology
1.96K
+ 14.66%
$94.31 - $157.99 $184K - $309K
15.3K $2.42B
JPM
Jpmorgan Chase & CO

Financial Services
2.66K
+ 60.91%
$210.28 - $289.91 $559K - $771K
7.02K $2.04B
VTI
Vanguard Total Stock Market Et

ETFs
2.58K
+ 51.76%
$243.75 - $303.93 $628K - $783K
7.55K $2.3B
AVGO
Broadcom Inc.

Technology
1.01K
+ 16.92%
$146.29 - $275.65 $148K - $279K
6.99K $1.93B
VO
Vanguard Mid Cap ETF

ETFs
1.83K
+ 10.62%
$228.54 - $279.83 $418K - $512K
19K $5.33B
COST
Costco Wholesale Corp

Consumer Defensive
866
+ 302.8%
$908.13 - $1056.85 $786K - $915K
1.15K $1.14B
DMAR
First Tr Ex Tr Viii Cboe Vest
19.9K
+ 109.55%
$35.55 - $39.57 $709K - $789K
38.1K $1.51B
AVUV
American Centy ETF Tr Avantis

ETFs
8.94K
New
$75.17 - $91.21 $672K - $816K
8.94K $815M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.22K
+ 10.11%
$114.78 - $133.31 $484K - $562K
45.9K $6.12B
VIG
Vanguard Dividend Appreciation

ETFs
2.78K
+ 19.47%
N/A
17K $3.49B
GOOGL
Alphabet Inc.

Communication Services
2.53K
+ 25.1%
$144.7 - $178.6 $367K - $453K
12.6K $2.23B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
10.9K
New
$47.46 - $55.3 $520K - $605K
10.9K $603M
Capital Grp Fixed Incm ETF T
18.9K
+ 80.43%
N/A
42.3K $1.11B
MPC
Marathon Petroleum Corp

Energy
2.1K
+ 31.44%
$118.55 - $170.08 $249K - $357K
8.78K $1.46B
Ea Series Trust
5.16K
+ 2.76%
N/A
192K $5.07B
T Rowe Price ETF Inc
12.6K
New
N/A
12.6K $446M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.05K
New
$58.41 - $72.69 $353K - $439K
6.05K $439M
ONB
Old National Bancorp

Financial Services
20.1K
New
$17.95 - $22.57 $361K - $454K
20.1K $430M
VTV
Vanguard Value ETF

ETFs
1.54K
+ 4.21%
$153.67 - $176.74 $237K - $273K
38.2K $6.75B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.18K
+ 12.12%
$113.67 - $150.4 $134K - $177K
10.9K $1.64B
EFG
Msci Eafe Growth ETF

ETFs
3.34K
New
$89.8 - $112.0 $300K - $374K
3.34K $374M
GOOG
Alphabet Inc.

Communication Services
1.6K
+ 38.58%
$146.58 - $180.01 $234K - $287K
5.73K $1.02B
COF
Capital One Financial Corp

Financial Services
1.7K
New
$150.57 - $212.76 $256K - $361K
1.7K $361M
IVW
Ishares S&P 500 Growth ETF

ETFs
359
+ 1.94%
$82.96 - $110.1 $29.8K - $39.5K
18.9K $2.08B
DGRO
Ishares Core Dividend Growth E

ETFs
4.93K
+ 30.37%
$55.22 - $63.94 $272K - $315K
21.2K $1.35B
STXV
Ea Ser Tr Strive 1000 Value Et
5.3K
+ 0.91%
N/A
588K $18.1B
Blackrock Inc
327
New
N/A
327 $343M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
7.05K
New
$47.89 - $48.65 $337K - $343K
7.05K $343M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
8.32K
New
$36.05 - $40.34 $300K - $335K
8.32K $335M
VGT
Vanguard Information Technolog

ETFs
505
New
$470.37 - $663.28 $238K - $335K
505 $335M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.86K
+ 134.23%
$71.28 - $83.74 $275K - $323K
6.73K $564M
OEF
Ishares S&P 100 ETF

ETFs
502
+ 9.57%
N/A
5.75K $1.75B
VLO
Valero Energy Corp

Energy
2.35K
New
$104.69 - $141.77 $246K - $333K
2.35K $316M
WMT
Walmart Inc.

Consumer Defensive
510
+ 1.93%
$81.79 - $99.98 $41.7K - $51K
27K $2.64B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.84K
New
$44.68 - $45.96 $305K - $314K
6.84K $313M
VOT
Vanguard Mid Cap Growth Index

ETFs
45
+ 0.61%
$216.28 - $284.39 $9.73K - $12.8K
7.37K $2.1B
AMD
Advanced Micro Devices Inc

Technology
2.08K
New
$78.21 - $143.81 $163K - $300K
2.08K $296M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
756
+ 43.35%
$483.48 - $539.8 $366K - $408K
2.5K $1.21B
META
Meta Platforms, Inc.

Communication Services
119
+ 9.75%
$484.66 - $738.09 $57.7K - $87.8K
1.34K $988M
Activity Summary
Buys All Purchases 164 New Holdings 30 Increased Positions 134 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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