Financial Life Planners Purchases in Q4 2024

Financial Life Planners

  • $119 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSV
Ishares Core S&P U.S. Value Et

ETFs
44
New
$91.94 - $100.02 $4.05K - $4.4K
44 $4.11M
FTV
Fortive Corp

Technology
52
New
$71.16 - $79.68 $3.7K - $4.14K
52 $3.89M
DFS
Discover Financial Services

Financial Services
22
New
$136.3 - $182.67 $3K - $4.02K
22 $3.87M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
43
New
$88.59 - $94.57 $3.81K - $4.07K
43 $3.79M
KMI
Kinder Morgan, Inc.

Energy
137
New
$22.59 - $28.54 $3.09K - $3.91K
137 $3.75M
MGM
Mgm Resorts International

Consumer Cyclical
100
New
$33.44 - $41.99 $3.34K - $4.2K
100 $3.47M
HON
Honeywell International Inc

Industrials
15
New
$202.84 - $236.0 $3.04K - $3.54K
15 $3.44M
GBIL
Goldman Sachs Access Treasury

ETFs
32
New
$99.85 - $100.22 $3.2K - $3.21K
32 $3.24M
BSX
Boston Scientific Corp

Healthcare
36
New
$83.62 - $91.5 $3.01K - $3.29K
36 $3.22M
Solventum Corp
48
New
N/A
48 $3.17M
CVX
Chevron Corp

Energy
21
New
$141.15 - $162.53 $2.96K - $3.41K
21 $3.02M
CC
Chemours CO

Basic Materials
178
New
$16.82 - $21.94 $2.99K - $3.91K
178 $3.01M
Lam Research Corp
41
New
N/A
41 $2.95M
CEG
Constellation Energy Corp

Utilities
13
New
$224.28 - $285.52 $2.92K - $3.71K
13 $2.93M
LMT
Lockheed Martin Corp

Industrials
6
New
$479.66 - $614.62 $2.88K - $3.69K
6 $2.92M
TFC
Truist Financial Corp

Financial Services
61
New
$41.51 - $48.1 $2.53K - $2.93K
61 $2.65M
MA
Mastercard Inc

Financial Services
5
New
$491.3 - $536.15 $2.46K - $2.68K
5 $2.64M
CFG
Citizens Financial Group Inc

Financial Services
60
New
$39.92 - $48.46 $2.4K - $2.91K
60 $2.63M
T
At&T Inc.

Communication Services
112
New
$21.22 - $23.88 $2.38K - $2.67K
112 $2.55M
KHC
Kraft Heinz CO

Consumer Defensive
82
New
$30.1 - $36.02 $2.47K - $2.95K
82 $2.52M
APH
Amphenol Corp

Technology
36
New
$62.07 - $75.35 $2.23K - $2.71K
36 $2.52M
OMC
Omnicom Group Inc.

Communication Services
28
New
$85.82 - $105.47 $2.4K - $2.95K
28 $2.41M
CAH
Cardinal Health Inc

Healthcare
20
New
$107.89 - $125.33 $2.16K - $2.51K
20 $2.4M
WSM
Williams Sonoma Inc

Consumer Cyclical
13
New
$129.13 - $198.21 $1.68K - $2.58K
13 $2.39M
TGT
Target Corp

Consumer Defensive
18
New
$121.59 - $160.69 $2.19K - $2.89K
18 $2.38M
IEMG
Ishares Inc

ETFs
44
New
N/A
44 $2.31M
XLP
Consumer Staples Sector Spdr

ETFs
28
New
N/A
28 $2.21M
DUK
Duke Energy Corp

Utilities
20
New
$105.76 - $120.76 $2.12K - $2.42K
20 $2.16M
MUB
Ishares National Muni Bond ETF

ETFs
19
New
$105.78 - $108.7 $2.01K - $2.07K
19 $2.05M
ITW
Illinois Tool Works Inc

Industrials
8
New
$253.56 - $278.5 $2.03K - $2.23K
8 $2.03M
AVY
Avery Dennison Corp

Industrials
11
New
$186.26 - $220.48 $2.05K - $2.43K
11 $2M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
39
New
$47.77 - $51.75 $1.86K - $2.02K
39 $1.88M
HBAN
Huntington Bancshares Inc

Financial Services
113
New
$14.18 - $18.2 $1.6K - $2.06K
113 $1.84M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
7
New
$229.83 - $258.46 $1.61K - $1.81K
7 $1.73M
Siriusxm Holdings Inc
75
New
N/A
75 $1.7M
WELL
Welltower Inc.

Real Estate
13
New
$123.11 - $139.3 $1.6K - $1.81K
13 $1.68M
CHWY
Chewy, Inc.

Consumer Cyclical
50
New
$26.51 - $35.87 $1.33K - $1.79K
50 $1.68M
GM
General Motors CO

Consumer Cyclical
30
New
$44.82 - $60.2 $1.34K - $1.81K
30 $1.59M
VNQI
Vanguard Global Ex U.S. Real

ETFs
37
New
$39.22 - $47.52 $1.45K - $1.76K
37 $1.48M
URI
United Rentals, Inc.

Industrials
2
New
$704.44 - $880.32 $1.41K - $1.76K
2 $1.42M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1
New
$1146.59 - $1270.6 $1.15K - $1.27K
1 $1.19M
Monogram Technologies Inc
500
New
N/A
500 $1.19M
PANW
Palo Alto Networks Inc

Technology
6
New
$181.96 - $405.9 $1.09K - $2.44K
6 $1.09M
EMB
Ishares Tr

ETFs
12
New
$88.94 - $93.46 $1.07K - $1.12K
12 $1.09M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
10
New
$100.18 - $109.1 $1K - $1.09K
10 $1.06M
MDT
Medtronic PLC

Healthcare
13
New
$79.61 - $92.24 $1.03K - $1.2K
13 $1.04M
SQ
Block, Inc.

Technology
12
New
$65.06 - $98.92 $781 - $1.19K
12 $1.02M
VFC
V F Corp

Consumer Cyclical
47
New
$16.7 - $22.59 $785 - $1.06K
47 $1.01M
DGS
Wisdomtree Emerging Markets Sm

ETFs
20
New
$48.87 - $53.53 $977 - $1.07K
20 $985K
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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