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
13K
+ 7.51%
N/A
187K $4.59B
JNJ
Johnson & Johnson

Healthcare
40
+ 1.34%
$142.06 - $167.7 $5.68K - $6.71K
3.03K $502M
STXD
Ea Ser Tr Strive 1000 Divid Gr
2.1K
+ 6.49%
N/A
34.4K $1.11B
ABBV
Abb Vie Inc.

Healthcare
36
+ 2.66%
$169.2 - $216.66 $6.09K - $7.8K
1.39K $291M
First Tr Exchng Traded Fd Vi
1.67K
+ 26.36%
N/A
8.01K $258M
SO
Southern CO

Utilities
1
+ 0.02%
$80.96 - $92.96 $81 - $93
4.99K $459M
BND
Vanguard Bd Index Fd Inc Total

ETFs
320
+ 2.42%
$71.17 - $73.66 $22.8K - $23.6K
13.6K $995M
BSX
Boston Scientific Corp

Healthcare
136
+ 5.57%
$89.38 - $106.18 $12.2K - $14.4K
2.58K $260M
MPC
Marathon Petroleum Corp

Energy
1
+ 0.01%
$134.72 - $159.03 $135 - $159
6.68K $974M
COST
Costco Wholesale Corp

Consumer Defensive
27
+ 10.42%
$890.62 - $1076.86 $24K - $29.1K
286 $270M
BP
Bp PLC

Energy
3
+ 0.04%
$29.93 - $35.31 $89.8 - $106
7.38K $249M
WFC
Wells Fargo & Company

Financial Services
275
+ 3.8%
$66.78 - $81.42 $18.4K - $22.4K
7.51K $539M
CGCP
Capital Group Core Plus Income

ETFs
1.2K
+ 9.6%
$21.94 - $22.64 $26.3K - $27.2K
13.7K $308M
SHOC
Ea Ser Tr Strive U S Semicondu
2.48K
+ 21.85%
N/A
13.8K $549M
CSCO
Cisco Systems, Inc.

Technology
112
+ 1.61%
$58.74 - $64.87 $6.58K - $7.27K
7.08K $437M
VCIT
Vanguard Intermediate Term Cor

ETFs
207
+ 4.14%
$79.17 - $82.04 $16.4K - $17K
5.21K $426M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
534
+ 9.83%
$49.25 - $50.66 $26.3K - $27.1K
5.97K $296M
First Tr Exchng Traded Fd Vi
1.72K
+ 3.28%
N/A
54.3K $1.86B
First Tr Exchng Traded Fd Vi
980
+ 6.25%
N/A
16.7K $552M
COP
Conocophillips

Energy
51
+ 2.32%
$88.6 - $105.85 $4.52K - $5.4K
2.25K $236M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
187
+ 1.19%
$27.01 - $28.54 $5.05K - $5.34K
15.9K $445M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
356
+ 2.52%
$42.38 - $43.28 $15.1K - $15.4K
14.5K $615M
META
Meta Platforms, Inc.

Communication Services
38
+ 3.21%
$576.36 - $736.67 $21.9K - $28K
1.22K $703M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1
+ 0.03%
$100.59 - $103.47 $101 - $103
3.34K $345M
First Tr Exchng Traded Fd Vi
538
+ 0.95%
N/A
57.1K $2.12B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
596
+ 3.65%
$29.34 - $31.31 $17.5K - $18.7K
16.9K $503M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
110
+ 1.95%
$40.44 - $43.17 $4.45K - $4.75K
5.75K $235M
HD
Home Depot, Inc.

Consumer Cyclical
34
+ 4.31%
$347.25 - $424.87 $11.8K - $14.4K
822 $301M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
90
+ 0.62%
$41.55 - $43.98 $3.74K - $3.96K
14.5K $609M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
50
+ 0.43%
$38.06 - $40.36 $1.9K - $2.02K
11.8K $452M
IWR
Ishares Russell Mid Cap ETF

ETFs
28
+ 0.73%
$82.81 - $92.93 $2.32K - $2.6K
3.87K $329M
CGUS
Capital Group Core Equity ETF
127
+ 1.2%
$33.08 - $36.62 $4.2K - $4.65K
10.8K $359M
IWM
Ishares Russell 2000 ETF

ETFs
70
+ 3.73%
$198.1 - $229.79 $13.9K - $16.1K
1.95K $388M
CRM
Salesforce, Inc.

Technology
91
+ 10.18%
$268.36 - $359.95 $24.4K - $32.8K
985 $264M
GM
General Motors CO

Consumer Cyclical
22
+ 0.38%
$45.22 - $54.92 $995 - $1.21K
5.78K $272M
EMR
Emerson Electric CO

Industrials
15
+ 0.54%
$108.64 - $131.17 $1.63K - $1.97K
2.79K $305M
ORCL
Oracle Corp

Technology
37
+ 1.95%
$139.81 - $186.47 $5.17K - $6.9K
1.94K $271M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
28
+ 0.57%
$102.49 - $119.96 $2.87K - $3.36K
4.94K $516M
VBK
Vanguard Small Cap Growth ETF

ETFs
37
+ 0.77%
$247.97 - $296.33 $9.17K - $11K
4.86K $1.22B
GOOG
Alphabet Inc.

Communication Services
12
+ 0.29%
$156.06 - $207.71 $1.87K - $2.49K
4.13K $646M
IVV
Ishares Core S&P 500 ETF

ETFs
59
+ 0.88%
$554.06 - $615.85 $32.7K - $36.3K
6.77K $3.81B
TSLA
Tesla, Inc.

Consumer Cyclical
313
+ 16.36%
$222.15 - $428.22 $69.5K - $134K
2.23K $577M
NVDA
Nvidia Corp

Technology
275
+ 2.11%
$106.98 - $149.43 $29.4K - $41.1K
13.3K $1.45B
AAPL
Apple Inc.

Technology
422
+ 2.73%
$209.68 - $247.1 $88.5K - $104K
15.9K $3.52B
AVGO
Broadcom Inc.

Technology
179
+ 3.09%
$167.43 - $244.7 $30K - $43.8K
5.98K $1B
VUG
Vanguard Growth ETF

ETFs
575
+ 3.87%
$369.1 - $427.61 $212K - $246K
15.4K $5.73B
AMZN
Amazon Com Inc

Consumer Cyclical
276
+ 1.72%
$190.26 - $242.06 $52.5K - $66.8K
16.3K $3.11B
MSFT
Microsoft Corp

Technology
160
+ 1.47%
$375.39 - $447.2 $60.1K - $71.6K
11.1K $4.15B
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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