Holistic Planning, LLC Incresed Positions 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
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
QQQ
Invesco Qqq Trust, Series 1

ETFs
499
+ 4.94%
$546.99 - $602.2 $273K - $300K
10.6K $6.36B
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
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
CVX
Chevron Corp

Energy
826
+ 7.57%
$145.57 - $161.83 $120K - $134K
11.7K $1.82B
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
STXD
Ea Ser Tr Strive 1000 Divid Gr
4.57K
+ 13.15%
N/A
39.3K $1.44B
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
First Tr Exchng Traded Fd Vi
2.78K
+ 19.75%
N/A
16.9K $685M
IONQ
Ion Q, Inc.

Technology
326
+ 5.84%
$36.79 - $75.14 $12K - $24.5K
5.91K $363M
SO
Southern CO

Utilities
1.15K
+ 22.98%
$90.83 - $96.0 $104K - $110K
6.13K $581M
XOM
Exxon Mobil Corp

Energy
284
+ 1.57%
$105.83 - $117.22 $30.1K - $33.3K
18.3K $2.07B
ET
Energy Transfer LP

Energy
7.52K
+ 70.88%
$17.11 - $18.16 $129K - $136K
18.1K $311M
First Tr Exchng Traded Fd Vi
2.43K
+ 13.36%
N/A
20.6K $785M
IBM
International Business Machines Corp

Technology
481
+ 22.09%
$234.77 - $292.47 $113K - $141K
2.66K $750M
DUK
Duke Energy Corp

Utilities
699
+ 19.6%
$116.31 - $125.93 $81.3K - $88K
4.27K $528M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
116
+ 0.66%
$94.17 - $99.95 $10.9K - $11.6K
17.6K $1.76B
EPD
Enterprise Products Partners L.P.

Energy
3.2K
+ 29.8%
$30.74 - $32.14 $98.5K - $103K
14K $436M
RF
Regions Financial Corp

Financial Services
1.87K
+ 12.14%
$24.03 - $27.41 $45K - $51.3K
17.3K $456M
HD
Home Depot, Inc.

Consumer Cyclical
123
+ 11.73%
$357.4 - $423.42 $44K - $52.1K
1.17K $475M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
37
+ 0.96%
$225.11 - $247.9 $8.33K - $9.17K
3.91K $965M
VLO
Valero Energy Corp

Energy
10
+ 0.43%
$131.77 - $175.63 $1.32K - $1.76K
2.36K $402M
XLV
Select Sector Spdr Fund Health

ETFs
379
+ 5.18%
$129.01 - $139.72 $48.9K - $53K
7.7K $1.07B
LOW
Lowes Companies Inc

Consumer Cyclical
84
+ 4.24%
$215.01 - $273.02 $18.1K - $22.9K
2.07K $520M
RTX
Raytheon Technologies Corp

Industrials
57
+ 1.74%
$144.19 - $167.33 $8.22K - $9.54K
3.33K $557M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.52K
+ 14.13%
$28.92 - $32.19 $44K - $48.9K
12.3K $392M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
12
+ 0.39%
$435.72 - $463.74 $5.23K - $5.56K
3.13K $1.45B
GM
General Motors CO

Consumer Cyclical
43
+ 0.69%
$48.89 - $61.24 $2.1K - $2.63K
6.24K $381M
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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