Holistic Planning, LLC Portfolio Holdings

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024

Holistic Planning, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $276 Billion distributed in 221 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $41.4B, Ea Ser Tr Strive 1000 Value Et with a value of $17.5B, First Tr Enhanced Traded Fd Iv with a value of $15.6B, Ea Ser Tr Strive 1000 Growth E with a value of $13.6B, and Ea Series Trust with a value of $11.5B.

Examining the 13F form we can see an increase of $39.5B in the current position value, from $236B to 276B.

Holistic Planning, LLC is based out at Nacogdoches, TX

Below you can find more details about Holistic Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $276 Billion
ETFs: $152 Billion
Technology: $13.7 Billion
Consumer Defensive: $6.27 Billion
Energy: $6.09 Billion
Consumer Cyclical: $5.74 Billion
Communication Services: $4.59 Billion
Financial Services: $3.52 Billion
Healthcare: $2.95 Billion
Other: $2.21 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 221
  • Current Value $276 Billion
  • Prior Value $236 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 23 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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