Ofc Financial Planning, LLC Purchases in Q1 2025

Ofc Financial Planning, LLC

  • $88.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
1.58K
+ 4.66%
$49.74 - $58.96 $78.5K - $93K
35.4K $2.09B
IBM
International Business Machines Corp

Technology
857
New
$217.4 - $264.74 $186K - $227K
857 $213M
SBUX
Starbucks Corp

Consumer Cyclical
2.14K
New
$91.75 - $115.81 $197K - $248K
2.14K $210M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.35K
New
$44.68 - $46.49 $194K - $202K
4.35K $202M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
3.71K
+ 12.99%
$49.22 - $51.73 $182K - $192K
32.2K $1.63B
VEA
Vanguard Ftse Developed Market

ETFs
326
+ 2.12%
$47.4 - $52.99 $15.5K - $17.3K
15.7K $797M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
398
+ 1.41%
$42.5 - $46.71 $16.9K - $18.6K
28.5K $1.29B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
68
+ 4.28%
$126.11 - $135.06 $8.58K - $9.18K
1.66K $214M
Pacer Fds Tr
1.42K
+ 4.45%
N/A
33.4K $1.03B
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
342
+ 1.14%
$31.14 - $32.81 $10.6K - $11.2K
30.4K $953M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
341
+ 1.08%
$31.06 - $33.33 $10.6K - $11.4K
32K $1B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
501
+ 1.58%
$53.6 - $58.97 $26.9K - $29.5K
32.1K $1.76B
VTI
Vanguard Total Stock Market Et

ETFs
7
+ 0.33%
$271.18 - $303.12 $1.9K - $2.12K
2.11K $579M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
549
+ 6.62%
$36.64 - $45.76 $20.1K - $25.1K
8.85K $332M
VBR
Vanguard Small Cap Value ETF

ETFs
132
+ 1.44%
$183.02 - $207.75 $24.2K - $27.4K
9.31K $1.73B
NVDA
Nvidia Corp

Technology
183
+ 2.82%
$106.98 - $149.43 $19.6K - $27.3K
6.67K $722M
Activity Summary
Buys All Purchases 17 New Holdings 3 Increased Positions 14 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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