Financial Life Planners Purchases in Q4 2024

Financial Life Planners

  • $119 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NIO
Nio Inc.

Consumer Cyclical
207
New
$4.31 - $7.21 $892 - $1.49K
207 $903K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
26
New
$33.39 - $37.66 $868 - $979
26 $882K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
6
New
$124.61 - $133.96 $748 - $804
6 $778K
VNT
Vontier Corp

Technology
20
New
$33.03 - $40.45 $661 - $809
20 $739K
CL
Colgate Palmolive CO

Consumer Defensive
8
New
$90.22 - $102.31 $722 - $818
8 $727K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
14
New
$49.79 - $51.14 $697 - $716
14 $717K
SCHO
Schwab Short Term Us Treasury

ETFs
29
New
$24.06 - $48.88 $698 - $1.42K
29 $693K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
30
New
$22.65 - $23.8 $680 - $714
30 $692K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
12
New
$54.29 - $59.49 $651 - $714
12 $677K
KLAC
Kla Corp

Technology
1
New
$614.46 - $829.55 $614 - $830
1 $635K
SNAP
Snap Inc

Communication Services
54
New
$9.98 - $12.86 $539 - $694
54 $582K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
9
New
$55.42 - $61.69 $499 - $555
9 $517K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
9
New
$49.87 - $52.46 $449 - $472
9 $468K
SNPS
Synopsys Inc

Technology
1
New
$485.36 - $588.0 $485 - $588
1 $445K
GPRO
Go Pro, Inc.

Technology
400
New
$1.09 - $1.65 $436 - $660
400 $436K
MOS
Mosaic CO

Basic Materials
18
New
$23.87 - $28.34 $430 - $510
18 $433K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4
New
$100.24 - $101.35 $401 - $405
4 $405K
DE
Deere & CO

Industrials
1
New
$389.45 - $466.0 $389 - $466
1 $400K
NVAX
Novavax Inc

Healthcare
49
New
$7.22 - $14.68 $354 - $719
49 $394K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
5
New
$70.12 - $75.48 $351 - $377
5 $360K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
94
New
$3.76 - $4.47 $353 - $420
94 $354K
J P Morgan Exchange Traded F
7
New
N/A
7 $354K
BBAX
J P Morgan Betabuilders Develo

ETFs
7
New
$48.75 - $54.36 $341 - $381
7 $352K
Canopy Growth Corp
115
New
N/A
115 $315K
NACP
Impact Shs Fds I Tr Naacp Mino

ETFs
7
New
$40.95 - $43.46 $287 - $304
7 $293K
VOTE
Engine No 1 ETF Tr

ETFs
4
New
$66.37 - $71.58 $265 - $286
4 $277K
NNOX
Nano X Imaging Ltd.

Healthcare
34
New
$5.67 - $8.38 $193 - $285
34 $245K
ARKQ
Ark Autonomous Technology & Ro

ETFs
3
New
$60.57 - $82.2 $182 - $247
3 $236K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
2
New
$113.29 - $121.45 $227 - $243
2 $232K
DWAC
Digital World Acquisition Corp.

Financial Services
6
New
N/A
6 $205K
AZN
Astrazeneca PLC

Healthcare
3
New
$63.2 - $79.58 $190 - $239
3 $205K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4
New
$48.33 - $49.08 $193 - $196
4 $197K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2
New
$82.28 - $117.52 $165 - $235
2 $176K
PLD
Prologis, Inc.

Real Estate
2
New
$101.4 - $126.96 $203 - $254
2 $172K
PFE
Pfizer Inc

Healthcare
6
New
$24.8 - $30.19 $149 - $181
6 $146K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
3
New
$41.09 - $45.94 $123 - $138
3 $127K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
9
New
$9.71 - $15.34 $87.4 - $138
9 $120K
NXPI
Nxp Semiconductors N.V.

Technology
1
New
$207.27 - $255.58 $207 - $256
1 $118K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2
New
$45.39 - $62.98 $90.8 - $126
2 $116K
SYY
Sysco Corp

Consumer Defensive
1
New
$73.63 - $81.77 $73.6 - $81.8
1 $104K
KD
Kyndryl Holdings, Inc.

Technology
2
New
$22.43 - $35.79 $44.9 - $71.6
2 $83K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1
New
$75.65 - $83.47 $75.7 - $83.5
1 $77K
BDX
Becton Dickinson & CO

Healthcare
0
New
$220.02 - $243.75 $0 - $0
0 $75K
ECL
Ecolab Inc.

Basic Materials
0
New
$234.32 - $261.43 $0 - $0
0 $60K
Virgin Galactic Holdings Inc
10
New
N/A
10 $59K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1
New
$46.33 - $48.6 $46.3 - $48.6
1 $47K
DNOW
Now Inc.

Energy
2
New
$11.65 - $15.23 $23.3 - $30.5
2 $26K
MFA
Mfa Financial, Inc.

Real Estate
2
New
$10.19 - $12.72 $20.4 - $25.4
2 $25K
CMS
Cms Energy Corp

Utilities
0
New
$65.76 - $71.94 $0 - $0
0 $24K
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
Track This Portfolio

Track Financial Life Planners Portfolio

Follow Financial Life Planners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Life Planners, based on Form 13F filings with the SEC.

News

Stay updated on Financial Life Planners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email