Holistic Planning, LLC Purchases in Q2 2025

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Ea Series Trust
4.89K
+ 3.77%
N/A
135K $2.72B
First Tr Exchng Traded Fd Vi
2K
+ 12.0%
N/A
18.7K $656M
First Tr Exchng Traded Fd Vi
2.04K
+ 21.6%
N/A
11.5K $431M
DE
Deere & CO

Industrials
135
+ 19.18%
$412.99 - $531.48 $55.8K - $71.7K
839 $426M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
891
+ 8.43%
$51.16 - $62.02 $45.6K - $55.3K
11.5K $711M
STXD
Ea Ser Tr Strive 1000 Divid Gr
350
+ 1.02%
N/A
34.7K $1.21B
First Tr Exchng Traded Fd Vi
1.79K
+ 22.99%
N/A
9.56K $374M
PEP
Pepsico Inc

Consumer Defensive
1.23K
+ 30.95%
$128.02 - $151.37 $157K - $186K
5.2K $687M
First Tr Exchng Traded Fd Vi
1.5K
+ 10.49%
N/A
15.8K $585M
TSCO
Tractor Supply CO

Consumer Cyclical
1.77K
+ 47.28%
$47.86 - $55.77 $84.9K - $98.9K
5.52K $291M
HD
Home Depot, Inc.

Consumer Cyclical
227
+ 27.62%
$335.24 - $380.78 $76.1K - $86.4K
1.05K $385M
XLK
Technology Sector Spdr

ETFs
65
+ 4.58%
$179.73 - $253.23 $11.7K - $16.5K
1.48K $376M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.38K
+ 21.12%
$32.66 - $40.75 $45.2K - $56.4K
7.93K $321M
NOW
Service Now, Inc.

Technology
10
+ 3.26%
$721.65 - $1040.18 $7.22K - $10.4K
317 $326M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
171
+ 17.87%
$224.16 - $285.86 $38.3K - $48.9K
1.13K $323M
IWM
Ishares Russell 2000 ETF

ETFs
198
+ 10.17%
$174.82 - $215.79 $34.6K - $42.7K
2.15K $463M
First Tr Exchng Traded Fd Vi
1.5K
+ 21.89%
N/A
8.35K $326M
IVE
Ishares S&P 500 Value ETF

ETFs
77
+ 0.65%
$168.34 - $195.42 $13K - $15K
11.9K $2.33B
Ea Series Trust
899
+ 11.44%
N/A
8.75K $313M
IWD
Ishares Russell 1000 Val ETF

ETFs
203
+ 3.93%
$166.82 - $194.23 $33.9K - $39.4K
5.36K $1.04B
SCHG
Schwab Strategic Tr Us Large C

ETFs
1K
+ 10.25%
$22.27 - $29.21 $22.3K - $29.2K
10.8K $314M
Invesco Exchange Traded Fd T
551
+ 8.54%
N/A
7K $482M
VBR
Vanguard Small Cap Value ETF

ETFs
121
+ 2.36%
$162.76 - $195.77 $19.7K - $23.7K
5.25K $1.02B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5
+ 0.16%
$376.48 - $440.65 $1.88K - $2.2K
3.12K $1.37B
XLP
Consumer Staples Sector Spdr

ETFs
903
+ 6.98%
N/A
13.8K $1.12B
IWB
Ishares Tr Russell 1000 ETF

ETFs
88
+ 8.8%
$272.36 - $339.57 $24K - $29.9K
1.09K $370M
First Tr Exchng Traded Fd Vi
2.4K
+ 22.85%
N/A
12.9K $294M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
563
+ 5.89%
$85.42 - $94.39 $48.1K - $53.1K
10.1K $950M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
519
+ 7.7%
$46.04 - $53.67 $23.9K - $27.9K
7.26K $390M
MCD
Mcdonalds Corp

Consumer Cyclical
288
+ 15.75%
$285.55 - $321.23 $82.2K - $92.5K
2.12K $619M
First Tr Exchng Traded Fd Vi
949
+ 16.5%
N/A
6.7K $257M
First Tr Exchng Traded Fd Vi
137
+ 0.78%
N/A
17.6K $619M
VZ
Verizon Communications Inc

Communication Services
1.74K
+ 10.57%
$41.67 - $45.62 $72.6K - $79.5K
18.2K $789M
EFA
Ishares Tr Msci Eafe ETF

ETFs
229
+ 9.02%
$72.96 - $90.39 $16.7K - $20.7K
2.77K $247M
GM
General Motors CO

Consumer Cyclical
419
+ 7.25%
$42.48 - $50.46 $17.8K - $21.1K
6.2K $305M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.19K
+ 7.72%
$24.48 - $24.9 $29.2K - $29.7K
16.7K $415M
F
Ford Motor CO

Consumer Cyclical
1.82K
+ 17.68%
$8.69 - $10.85 $15.8K - $19.8K
12.1K $132M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
247
+ 2.42%
$96.84 - $99.46 $23.9K - $24.6K
10.5K $1.04B
GLD
Spdr Gold Trust

ETFs
16
+ 1.22%
$273.71 - $316.29 $4.38K - $5.06K
1.33K $405M
T
At&T Inc.

Communication Services
729
+ 9.42%
$26.33 - $28.94 $19.2K - $21.1K
8.47K $245M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
19
+ 0.39%
$90.56 - $109.49 $1.72K - $2.08K
4.95K $541M
XLV
Select Sector Spdr Fund Health

ETFs
736
+ 11.17%
$128.77 - $144.3 $94.8K - $106K
7.32K $987M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
359
+ 2.48%
$40.82 - $43.14 $14.7K - $15.5K
14.8K $639M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
443
+ 8.54%
$45.12 - $46.23 $20K - $20.5K
5.63K $260M
VGIT
Vanguard Intermediate Term Tre

ETFs
233
+ 1.78%
$58.63 - $59.9 $13.7K - $14K
13.3K $795M
BSX
Boston Scientific Corp

Healthcare
3
+ 0.12%
$89.7 - $107.41 $269 - $322
2.58K $277M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.5K
+ 9.42%
$24.32 - $27.87 $36.5K - $41.8K
17.4K $462M
FTSL
First Trust Senior Ln Fund

ETFs
271
+ 2.81%
$44.58 - $46.07 $12.1K - $12.5K
9.9K $454M
PG
Procter & Gamble CO

Consumer Defensive
1.24K
+ 7.44%
$157.66 - $172.39 $196K - $214K
18K $2.86B
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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