Holistic Planning, LLC Purchases in Q3 2025

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
STRV
Ea Ser Tr Strive 500 ETF
61.9K
+ 23.55%
N/A
325K $14B
Schwab Strategic Tr
28.4K
New
N/A
28.4K $2.86B
STXG
Ea Ser Tr Strive 1000 Growth E
24.6K
+ 6.39%
N/A
410K $20.5B
STXV
Ea Ser Tr Strive 1000 Value Et
40K
+ 6.81%
N/A
628K $20.3B
AAPL
Apple Inc.

Technology
601
+ 2.64%
$202.38 - $256.87 $122K - $154K
23.4K $5.96B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
469
+ 2.25%
$567.77 - $614.76 $266K - $288K
21.3K $13.1B
GOOGL
Alphabet Inc.

Communication Services
762
+ 6.03%
$174.36 - $254.72 $133K - $194K
13.4K $3.26B
NVDA
Nvidia Corp

Technology
2.78K
+ 18.15%
$153.3 - $186.58 $425K - $518K
18.1K $3.37B
VO
Vanguard Mid Cap ETF

ETFs
2.03K
+ 10.68%
$279.83 - $293.74 $569K - $597K
21.1K $6.19B
TSLA
Tesla, Inc.

Consumer Cyclical
1.11K
+ 44.68%
$293.94 - $444.72 $326K - $493K
3.59K $1.6B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
12.8K
+ 4.43%
$59.81 - $60.11 $763K - $767K
301K $18B
VTI
Vanguard Total Stock Market Et

ETFs
1.37K
+ 18.19%
$303.93 - $329.86 $418K - $453K
8.93K $2.93B
GOOG
Alphabet Inc.

Communication Services
961
+ 16.77%
$175.16 - $255.24 $168K - $245K
6.69K $1.63B
AVUV
American Centy ETF Tr Avantis

ETFs
5.32K
+ 59.53%
$90.37 - $102.12 $481K - $544K
14.3K $1.42B
MSFT
Microsoft Corp

Technology
527
+ 3.84%
$491.09 - $535.64 $259K - $282K
14.3K $7.38B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
11.6K
+ 169.06%
$45.26 - $46.63 $523K - $539K
18.4K $850M
Capital Grp Fixed Incm ETF T
19.1K
+ 45.19%
N/A
61.5K $1.63B
AVGO
Broadcom Inc.

Technology
308
+ 4.4%
$264.74 - $369.57 $81.5K - $114K
7.3K $2.41B
First Tr Exchng Traded Fd Vi
19.8K
New
N/A
19.8K $460M
Blackrock ETF Trust
3.87K
New
N/A
3.87K $389M
First Tr Exchng Traded Fd Vi
15.5K
New
N/A
15.5K $360M
CMA
Comerica Inc

Financial Services
5.08K
New
$60.93 - $71.05 $309K - $361K
5.08K $348M
Ea Series Trust
15.7K
+ 11.67%
N/A
150K $3.05B
META
Meta Platforms, Inc.

Communication Services
446
+ 33.31%
$695.21 - $791.73 $310K - $353K
1.79K $1.31B
DAUG
First Tr ETF Viii Cboe Vest Us
7.19K
New
N/A
7.19K $314M
GE
General Electric CO

Industrials
995
New
$244.75 - $305.63 $244K - $304K
995 $299M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
5.03K
New
$47.75 - $54.24 $240K - $273K
5.03K $270M
CVX
Chevron Corp

Energy
826
+ 7.57%
$145.57 - $161.83 $120K - $134K
11.7K $1.82B
PLTR
Palantir Technologies Inc.

Technology
1.39K
New
$130.68 - $186.97 $182K - $260K
1.39K $254M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.45K
New
$68.24 - $73.73 $235K - $254K
3.45K $253M
IVW
Ishares S&P 500 Growth ETF

ETFs
412
+ 2.18%
$108.97 - $121.65 $44.9K - $50.1K
19.3K $2.33B
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
4.97K
+ 86.43%
$44.4 - $46.72 $220K - $232K
10.7K $500M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
4.3K
New
$51.7 - $54.73 $222K - $235K
4.3K $235M
STXD
Ea Ser Tr Strive 1000 Divid Gr
4.57K
+ 13.15%
N/A
39.3K $1.44B
CAT
Caterpillar Inc

Industrials
477
New
$390.92 - $477.15 $186K - $228K
477 $228M
NEE
Nextera Energy Inc

Utilities
3.01K
New
$69.77 - $77.54 $210K - $233K
3.01K $227M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.54K
New
$131.47 - $143.64 $202K - $220K
1.54K $217M
SYY
Sysco Corp

Consumer Defensive
2.61K
New
$76.33 - $82.51 $199K - $215K
2.61K $215M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
6.54K
New
$29.8 - $32.29 $195K - $211K
6.54K $210M
HDV
Ishares Core High Dividend ETF

ETFs
1.71K
New
$118.16 - $123.66 $202K - $211K
1.71K $209M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
4.5K
New
$43.65 - $46.42 $196K - $209K
4.5K $209M
CSX
Csx Corp

Industrials
5.71K
New
$32.05 - $36.52 $183K - $209K
5.71K $203M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.07K
New
$82.22 - $96.68 $171K - $201K
2.07K $201M
QUAL
Ishares Msci Usa Quality Facto

ETFs
794
+ 25.0%
$182.33 - $194.5 $145K - $154K
3.97K $772M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.98K
+ 32.7%
$72.65 - $78.68 $144K - $156K
8.02K $629M
ORCL
Oracle Corp

Technology
200
+ 10.49%
$218.96 - $328.33 $43.8K - $65.7K
2.11K $592M
OEF
Ishares S&P 100 ETF

ETFs
33
+ 0.57%
N/A
5.78K $1.92B
First Tr Exchng Traded Fd Vi
3.85K
+ 24.37%
N/A
19.7K $759M
RDVY
First Trust Rising Dividend Ac

ETFs
675
+ 2.8%
$62.38 - $67.29 $42.1K - $45.4K
24.8K $1.67B
Activity Summary
Buys All Purchases 105 New Holdings 20 Increased Positions 85 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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