Holistic Planning, LLC Incresed Positions in Q4 2024

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
49
+ 4.9%
$311.11 - $335.64 $15.2K - $16.4K
1.05K $338M
MPC
Marathon Petroleum Corp

Energy
1.08K
+ 19.36%
$131.65 - $174.84 $143K - $190K
6.68K $932M
IBM
International Business Machines Corp

Technology
98
+ 4.71%
$204.9 - $238.04 $20.1K - $23.3K
2.18K $479M
IWD
Ishares Russell 1000 Val ETF

ETFs
186
+ 3.74%
$183.23 - $199.79 $34.1K - $37.2K
5.16K $955M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
+ 2.98%
$442.29 - $483.08 $22.1K - $24.2K
1.73K $783M
HD
Home Depot, Inc.

Consumer Cyclical
54
+ 7.36%
$385.02 - $431.37 $20.8K - $23.3K
788 $307M
MSFT
Microsoft Corp

Technology
239
+ 2.24%
$406.35 - $454.46 $97.1K - $109K
10.9K $4.59B
ORCL
Oracle Corp

Technology
49
+ 2.64%
$165.41 - $192.43 $8.11K - $9.43K
1.9K $317M
VBR
Vanguard Small Cap Value ETF

ETFs
70
+ 1.38%
$197.36 - $217.3 $13.8K - $15.2K
5.13K $1.02B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
387
+ 4.25%
$74.5 - $78.37 $28.8K - $30.3K
9.49K $709M
IEFA
Ishares Tr

ETFs
316
+ 7.35%
$70.06 - $77.43 $22.1K - $24.5K
4.61K $324M
STXD
Ea Ser Tr Strive 1000 Divid Gr
706
+ 2.24%
N/A
32.3K $1.05B
CVX
Chevron Corp

Energy
17
+ 0.19%
$141.15 - $162.53 $2.4K - $2.76K
8.8K $1.27B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
433
+ 3.01%
N/A
14.8K $1.37B
VZ
Verizon Communications Inc

Communication Services
1.14K
+ 8.33%
$39.6 - $45.21 $45.2K - $51.6K
14.9K $594M
VOE
Vanguard Mid Cap Value Index F

ETFs
35
+ 0.75%
$160.89 - $176.18 $5.63K - $6.17K
4.72K $764M
LMT
Lockheed Martin Corp

Industrials
51
+ 10.45%
$479.66 - $614.62 $24.5K - $31.3K
539 $262M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.54K
+ 103.73%
$18.41 - $40.87 $139K - $308K
14.8K $274M
UNP
Union Pacific Corp

Industrials
17
+ 0.62%
$223.15 - $249.32 $3.79K - $4.24K
2.76K $628M
KO
Coca Cola CO

Consumer Defensive
76
+ 1.33%
$61.74 - $71.71 $4.69K - $5.45K
5.78K $360M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.87K
+ 168.33%
$26.93 - $84.95 $266K - $839K
15.7K $430M
PG
Procter & Gamble CO

Consumer Defensive
106
+ 0.63%
$161.05 - $179.7 $17.1K - $19K
16.9K $2.83B
XOM
Exxon Mobil Corp

Energy
199
+ 1.13%
$105.51 - $125.37 $21K - $24.9K
17.8K $1.91B
Activity Summary
Buys All Purchases 97 New Holdings 23 Increased Positions 74 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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