Holistic Planning, LLC Incresed Positions 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
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
STXG
Ea Ser Tr Strive 1000 Growth E
59.6K
+ 19.08%
N/A
372K $14.9B
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
Ea Series Trust
19.3K
+ 17.52%
N/A
130K $2.61B
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
XLE
Energy Sector Spdr

ETFs
577
+ 2.1%
$85.7 - $93.96 $49.4K - $54.2K
28K $2.62B
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
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
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
DE
Deere & CO

Industrials
1
+ 0.14%
$408.57 - $509.27 $409 - $509
704 $330M
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
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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