Holistic Planning, LLC Incresed Positions in Q3 2024

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
717K
+ 384.63%
$50.2 - $50.48 $36M - $36.2M
903K $45.3B
STXV
Ea Ser Tr Strive 1000 Value Et
387K
+ 211.59%
N/A
569K $17.3B
STXG
Ea Ser Tr Strive 1000 Growth E
203K
+ 221.47%
N/A
295K $12.2B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
29.8K
+ 268.98%
$117.9 - $128.2 $3.51M - $3.82M
40.9K $5.24B
VO
Vanguard Mid Cap ETF

ETFs
8.65K
+ 120.23%
$237.84 - $263.83 $2.06M - $2.28M
15.9K $4.18B
PG
Procter & Gamble CO

Consumer Defensive
12.2K
+ 269.37%
$160.76 - $177.82 $1.97M - $2.17M
16.8K $2.9B
MSFT
Microsoft Corp

Technology
4.75K
+ 80.28%
$395.15 - $467.56 $1.88M - $2.22M
10.7K $4.59B
VUG
Vanguard Growth ETF

ETFs
4.16K
+ 42.51%
$341.08 - $391.94 $1.42M - $1.63M
13.9K $5.35B
First Tr Exchng Traded Fd Vi
39.4K
+ 230.9%
N/A
56.5K $2.08B
Ea Series Trust
71.5K
+ 34.29%
N/A
280K $5.68B
STXK
Ea Ser Tr Strive 2000 ETF
37.4K
+ 114.9%
N/A
69.9K $2.19B
Ea Series Trust
54.2K
+ 150.25%
N/A
90.2K $1.87B
AAPL
Apple Inc.

Technology
903
+ 6.38%
$207.23 - $234.82 $187K - $212K
15.1K $3.51B
VOT
Vanguard Mid Cap Growth Index

ETFs
4.04K
+ 137.67%
$218.05 - $243.47 $880K - $982K
6.97K $1.7B
IVV
Ishares Core S&P 500 ETF

ETFs
1.15K
+ 19.87%
$520.18 - $576.82 $599K - $664K
6.95K $4.01B
PFE
Pfizer Inc

Healthcare
31.7K
+ 215.77%
$27.7 - $31.39 $878K - $994K
46.4K $1.34B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.49K
+ 32.16%
$434.77 - $502.96 $650K - $751K
6.14K $3B
WMT
Walmart Inc.

Consumer Defensive
8.43K
+ 73.82%
$66.91 - $81.4 $564K - $686K
19.8K $1.6B
IVW
Ishares S&P 500 Growth ETF

ETFs
5.96K
+ 46.43%
$84.77 - $97.13 $505K - $579K
18.8K $1.8B
VV
Vanguard Large Cap ETF

ETFs
1.83K
+ 34.06%
$236.92 - $263.4 $432K - $481K
7.18K $1.89B
VIG
Vanguard Dividend Appreciation

ETFs
1.89K
+ 14.64%
$182.15 - $182.15 $344K - $344K
14.8K $2.93B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5.92K
+ 151.33%
$83.76 - $91.82 $496K - $544K
9.83K $898M
AMZN
Amazon Com Inc

Consumer Cyclical
2.05K
+ 15.01%
$161.02 - $200.0 $329K - $409K
15.7K $2.92B
VTI
Vanguard Total Stock Market Et

ETFs
1.34K
+ 68.23%
$255.18 - $283.2 $341K - $379K
3.3K $934M
GOOGL
Alphabet Inc.

Communication Services
1.68K
+ 18.17%
$148.65 - $191.18 $249K - $320K
10.9K $1.81B
NVDA
Nvidia Corp

Technology
11.1K
+ 869.58%
$98.91 - $134.91 $1.09M - $1.49M
12.3K $1.5B
AVGO
Broadcom Inc.

Technology
5.37K
+ 1039.73%
$136.27 - $1745.86 $731K - $9.37M
5.88K $1.01B
First Tr Exchng Traded Fd Vi
7.49K
+ 90.74%
N/A
15.7K $547M
ENB
Enbridge Inc

Energy
5.67K
+ 81.71%
$35.27 - $41.18 $200K - $233K
12.6K $512M
SPY
Spdr S&P 500 ETF Trust

ETFs
90
+ 2.56%
$517.38 - $573.86 $46.6K - $51.6K
3.6K $2.07B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.38K
+ 41.97%
$57.32 - $62.65 $194K - $212K
11.4K $712M
UNP
Union Pacific Corp

Industrials
765
+ 38.77%
$221.78 - $256.09 $170K - $196K
2.74K $675M
CVX
Chevron Corp

Energy
1.74K
+ 24.75%
$137.88 - $161.97 $240K - $282K
8.78K $1.29B
OEF
Ishares S&P 100 ETF

ETFs
98
+ 1.87%
$266.03 - $266.03 $26.1K - $26.1K
5.34K $1.48B
VBK
Vanguard Small Cap Growth ETF

ETFs
559
+ 12.73%
$240.48 - $267.94 $134K - $150K
4.95K $1.32B
SHEL
Shell PLC

Energy
2.73K
+ 53.85%
$65.65 - $73.28 $179K - $200K
7.79K $513M
TSLA
Tesla, Inc.

Consumer Cyclical
116
+ 7.15%
$191.76 - $263.26 $22.2K - $30.5K
1.74K $455M
STXD
Ea Ser Tr Strive 1000 Divid Gr
2.6K
+ 8.96%
N/A
31.6K $1.07B
XOM
Exxon Mobil Corp

Energy
1.29K
+ 7.93%
$109.72 - $119.0 $142K - $154K
17.6K $2.06B
V
Visa Inc.

Financial Services
603
+ 31.21%
$253.74 - $291.56 $153K - $176K
2.54K $697M
WFC
Wells Fargo & Company

Financial Services
2.79K
+ 61.33%
$51.58 - $60.97 $144K - $170K
7.33K $414M
IWD
Ishares Russell 1000 Val ETF

ETFs
544
+ 12.28%
$173.36 - $189.8 $94.3K - $103K
4.97K $944M
IWF
Ishares Russell 1000 Gr ETF

ETFs
317
+ 44.03%
$332.02 - $382.76 $105K - $121K
1.04K $389M
JNJ
Johnson & Johnson

Healthcare
847
+ 39.43%
$145.48 - $167.38 $123K - $142K
3K $485M
JPM
Jpmorgan Chase & CO

Financial Services
471
+ 11.62%
$194.9 - $224.8 $91.8K - $106K
4.52K $954M
IWB
Ishares Tr Russell 1000 ETF

ETFs
277
+ 38.31%
$283.28 - $314.39 $78.5K - $87.1K
1K $314M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5
+ 0.02%
$87.56 - $95.49 $438 - $477
20.4K $1.94B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
85
+ 5.34%
$405.19 - $478.57 $34.4K - $40.7K
1.68K $772M
KO
Coca Cola CO

Consumer Defensive
483
+ 9.25%
$62.69 - $73.01 $30.3K - $35.3K
5.71K $410M
Activity Summary
Buys All Purchases 116 New Holdings 51 Increased Positions 65 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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