Financial Life Planners Purchases in Q4 2024

Financial Life Planners

  • $119 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
46.2K
New
$481.22 - $538.17 $22.2M - $24.9M
46.2K $23.6B
IVV
Ishares Core S&P 500 ETF

ETFs
36.6K
New
$570.51 - $610.59 $20.9M - $22.4M
36.6K $21.6B
NVDA
Nvidia Corp

Technology
83.8K
New
$117.0 - $148.88 $9.8M - $12.5M
83.8K $11.3B
AAPL
Apple Inc.

Technology
28.8K
New
$221.69 - $259.02 $6.38M - $7.46M
28.8K $7.21B
MSFT
Microsoft Corp

Technology
14.9K
New
$406.35 - $454.46 $6.05M - $6.77M
14.9K $6.29B
IWM
Ishares Russell 2000 ETF

ETFs
14.8K
New
$216.13 - $242.4 $3.19M - $3.58M
14.8K $3.26B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.07K
New
$442.29 - $483.08 $3.13M - $3.41M
7.07K $3.2B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
5.34K
New
$563.99 - $620.12 $3.01M - $3.31M
5.34K $3.04B
EFA
Ishares Tr Msci Eafe ETF

ETFs
38.3K
New
$75.1 - $82.99 $2.87M - $3.18M
38.3K $2.89B
MGK
Vanguard Mega Cap Growth ETF

ETFs
7.11K
New
$316.94 - $357.88 $2.25M - $2.55M
7.11K $2.44B
AMZN
Amazon Com Inc

Consumer Cyclical
8.89K
New
$180.88 - $232.93 $1.61M - $2.07M
8.89K $1.95B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.23K
New
$567.81 - $607.81 $1.83M - $1.96M
3.23K $1.89B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.59K
New
$417.69 - $450.94 $1.5M - $1.62M
3.59K $1.53B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
58.4K
New
$20.08 - $20.61 $1.17M - $1.2M
58.4K $1.17B
LLY
Eli Lilly & CO

Healthcare
1.5K
New
$727.2 - $932.06 $1.09M - $1.4M
1.5K $1.16B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
36K
New
$20.6 - $20.71 $742K - $746K
36K $744M
TSLA
Tesla, Inc.

Consumer Cyclical
1.74K
New
$213.65 - $479.86 $371K - $833K
1.74K $701M
VIG
Vanguard Dividend Appreciation

ETFs
3.32K
New
N/A
3.32K $651M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
33K
New
$19.38 - $19.58 $640K - $647K
33K $642M
CRM
Salesforce, Inc.

Technology
1.91K
New
$270.87 - $367.87 $516K - $701K
1.91K $638M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.43K
New
$370.24 - $418.94 $530K - $600K
1.43K $575M
GOOGL
Alphabet Inc.

Communication Services
3.01K
New
$161.86 - $196.66 $486K - $591K
3.01K $571M
VNQ
Vanguard Specialized Funds Van

ETFs
6.37K
New
$87.85 - $98.6 $560K - $628K
6.37K $568M
BAC
Bank Of America Corp

Financial Services
12.7K
New
$39.22 - $47.77 $500K - $608K
12.7K $560M
META
Meta Platforms, Inc.

Communication Services
902
New
$554.08 - $632.68 $500K - $571K
902 $529M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.24K
New
$61.68 - $67.87 $508K - $559K
8.24K $513M
AXON
Axon Enterprise, Inc.

Industrials
808
New
$399.22 - $689.78 $323K - $557K
808 $480M
VUG
Vanguard Growth ETF

ETFs
1.06K
New
$378.79 - $428.11 $403K - $456K
1.06K $437M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.98K
New
$66.77 - $71.52 $399K - $427K
5.98K $412M
VONV
Vanguard Russell 1000 Value Et

ETFs
5.07K
New
$80.87 - $87.69 $410K - $444K
5.07K $412M
Wisdomtree Bitcoin Fd
4.13K
New
N/A
4.13K $408M
NOW
Service Now, Inc.

Technology
379
New
$867.18 - $1148.42 $329K - $435K
379 $402M
RTX
Raytheon Technologies Corp

Industrials
3.36K
New
$114.45 - $127.21 $384K - $427K
3.36K $389M
UPRO
Proshares Trust Proshares Ultr

ETFs
4.35K
New
$82.66 - $99.48 $359K - $433K
4.35K $385M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
19.3K
New
$19.42 - $19.76 $374K - $381K
19.3K $375M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.92K
New
$183.23 - $199.79 $352K - $384K
1.92K $356M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
8.25K
New
$41.66 - $43.47 $344K - $359K
8.25K $352M
XLF
Financial Sector Spdr

ETFs
6.92K
New
$44.89 - $51.34 $311K - $355K
6.92K $335M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.57K
New
$90.66 - $99.46 $324K - $355K
3.57K $325M
NFLX
Netflix Inc

Communication Services
319
New
$687.65 - $936.56 $219K - $299K
319 $284M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
475
New
$521.84 - $558.82 $248K - $265K
475 $257M
CI
Cigna Corp

Healthcare
886
New
$265.59 - $358.58 $235K - $318K
886 $245M
ORCL
Oracle Corp

Technology
1.45K
New
$165.41 - $192.43 $240K - $279K
1.45K $242M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.78K
New
$134.53 - $150.65 $239K - $268K
1.78K $241M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.28K
New
$174.22 - $187.62 $223K - $240K
1.28K $224M
FSK
Fs Kkr Capital Corp

Financial Services
9.48K
New
$19.71 - $22.22 $187K - $211K
9.48K $206M
DHI
Horton D R Inc

Consumer Cyclical
1.4K
New
$137.24 - $194.56 $192K - $272K
1.4K $195M
NRG
Nrg Energy, Inc.

Utilities
2.12K
New
$85.3 - $101.61 $181K - $216K
2.12K $191M
HOOD
Robinhood Markets, Inc.

Technology
5.11K
New
$22.33 - $43.2 $114K - $221K
5.11K $190M
Activity Summary
Buys All Purchases 411 New Holdings 411 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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