Holistic Planning, LLC Purchases in Q1 2025

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Ea Series Trust
247K
+ 43.49%
N/A
816K $16.6B
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
75.7K
New
$41.74 - $43.57 $3.16M - $3.3M
75.7K $3.19B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
39.9K
+ 15.25%
$59.78 - $60.03 $2.38M - $2.39M
301K $18B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.61K
+ 100.84%
$551.42 - $612.93 $1.99M - $2.21M
7.19K $4.02B
RDVY
First Trust Rising Dividend Ac

ETFs
23K
New
$57.22 - $63.39 $1.31M - $1.46M
23K $1.34B
STXG
Ea Ser Tr Strive 1000 Growth E
59.6K
+ 19.08%
N/A
372K $14.9B
RWL
Invesco Exchange Traded Fd Tr

ETFs
12.6K
New
$96.9 - $104.39 $1.22M - $1.31M
12.6K $1.25B
PKW
Invesco Exchange Traded Fd Tr

ETFs
10.3K
New
$109.15 - $120.99 $1.12M - $1.24M
10.3K $1.16B
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
19K
New
$44.96 - $47.9 $854K - $910K
19K $864M
STRV
Ea Ser Tr Strive 500 ETF
26.7K
+ 12.46%
N/A
241K $8.7B
WMT
Walmart Inc.

Consumer Defensive
6.44K
+ 32.16%
$84.5 - $105.05 $544K - $676K
26.5K $2.32B
YMAR
First Tr Ex Tr Viii Cboe Vest
20.5K
New
$22.77 - $24.61 $466K - $504K
20.5K $490M
FTSL
First Trust Senior Ln Fund

ETFs
9.63K
New
$45.65 - $46.48 $440K - $448K
9.63K $440M
Ea Series Trust
19.3K
+ 17.52%
N/A
130K $2.61B
Invesco Exchange Traded Fd T
6.45K
New
N/A
6.45K $413M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.45K
+ 10.48%
$507.05 - $563.67 $736K - $818K
15.3K $7.86B
CVX
Chevron Corp

Energy
1.21K
+ 13.74%
$146.71 - $167.97 $177K - $203K
10K $1.67B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
15.5K
New
$24.5 - $24.95 $379K - $386K
15.5K $383M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.85K
New
$168.16 - $186.21 $312K - $345K
1.85K $317M
XLE
Energy Sector Spdr

ETFs
577
+ 2.1%
$85.7 - $93.96 $49.4K - $54.2K
28K $2.62B
First Tr Exchng Traded Fd Vi
6.85K
New
N/A
6.85K $252M
Ea Series Trust
7.86K
New
N/A
7.86K $241M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.55K
New
$33.84 - $37.77 $222K - $247K
6.55K $238M
LLY
Eli Lilly & CO

Healthcare
287
New
$725.72 - $929.72 $208K - $267K
287 $237M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.88K
New
$78.0 - $84.37 $224K - $243K
2.88K $230M
DUK
Duke Energy Corp

Utilities
1.85K
New
$105.87 - $121.97 $196K - $226K
1.85K $226M
T
At&T Inc.

Communication Services
7.74K
New
$21.56 - $28.28 $167K - $219K
7.74K $219M
NFLX
Netflix Inc

Communication Services
234
New
$828.4 - $1058.6 $194K - $248K
234 $218M
RTX
Raytheon Technologies Corp

Industrials
1.64K
New
$114.1 - $135.66 $187K - $222K
1.64K $217M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.54K
New
$74.85 - $84.89 $190K - $216K
2.54K $208M
TSCO
Tractor Supply CO

Consumer Cyclical
3.75K
New
$51.66 - $57.94 $194K - $217K
3.75K $207M
MMM
3 M CO

Industrials
1.4K
New
$129.7 - $155.12 $182K - $217K
1.4K $206M
First Tr Exchng Traded Fd Vi
5.38K
New
N/A
5.38K $203M
VTI
Vanguard Total Stock Market Et

ETFs
880
+ 21.48%
$271.18 - $303.12 $239K - $267K
4.98K $1.37B
VZ
Verizon Communications Inc

Communication Services
1.63K
+ 10.96%
$37.81 - $46.49 $61.6K - $75.7K
16.5K $748M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16
+ 0.93%
$442.66 - $534.52 $7.08K - $8.55K
1.74K $929M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.23K
+ 13.69%
$95.85 - $99.25 $118K - $122K
10.2K $1.01B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
366
+ 13.33%
$408.78 - $448.82 $150K - $164K
3.11K $1.31B
STXK
Ea Ser Tr Strive 2000 ETF
10.9K
+ 15.06%
N/A
83.3K $2.39B
XLP
Consumer Staples Sector Spdr

ETFs
864
+ 7.15%
N/A
12.9K $1.06B
F
Ford Motor CO

Consumer Cyclical
10.3K
New
$9.12 - $10.43 $93.9K - $107K
10.3K $103M
XLV
Select Sector Spdr Fund Health

ETFs
342
+ 5.48%
$137.61 - $149.68 $47.1K - $51.2K
6.59K $962M
VO
Vanguard Mid Cap ETF

ETFs
732
+ 4.44%
$251.87 - $277.95 $184K - $203K
17.2K $4.45B
DRLL
Ea Ser Tr Strive U S Energy Et
1.49K
+ 7.36%
N/A
21.7K $644M
LOW
Lowes Companies Inc

Consumer Cyclical
450
+ 46.11%
$222.66 - $268.42 $100K - $121K
1.43K $333M
QQQ
Invesco Qqq Trust, Series 1

ETFs
795
+ 11.8%
$468.34 - $539.52 $372K - $429K
7.53K $3.53B
EPD
Enterprise Products Partners L.P.

Energy
1.84K
+ 21.11%
$31.75 - $34.14 $58.5K - $62.9K
10.6K $361M
GLD
Spdr Gold Trust

ETFs
84
+ 6.83%
$243.19 - $288.14 $20.4K - $24.2K
1.31K $378M
VEA
Vanguard Ftse Developed Market

ETFs
671
+ 4.38%
$47.4 - $52.99 $31.8K - $35.6K
16K $813M
Activity Summary
Buys All Purchases 99 New Holdings 25 Increased Positions 74 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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