Financial Life Planners Incresed Positions in Q1 2025

Financial Life Planners

  • $103 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLF
Financial Sector Spdr

ETFs
7.26K
+ 104.94%
$47.32 - $52.19 $344K - $379K
14.2K $707M
GS
Goldman Sachs Group Inc

Financial Services
386
+ 1608.33%
$524.81 - $672.19 $203K - $259K
410 $224M
META
Meta Platforms, Inc.

Communication Services
255
+ 28.27%
$576.36 - $736.67 $147K - $188K
1.16K $667M
AXON
Axon Enterprise, Inc.

Industrials
338
+ 41.83%
$496.65 - $710.01 $168K - $240K
1.15K $603M
SRCE
1 St Source Corp

Financial Services
1.96K
+ 239.1%
$54.91 - $67.65 $108K - $133K
2.78K $166M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
247
+ 52.0%
$507.05 - $563.67 $125K - $139K
722 $371M
XOM
Exxon Mobil Corp

Energy
823
+ 76.56%
$105.44 - $118.93 $86.8K - $97.9K
1.9K $226M
IBM
International Business Machines Corp

Technology
303
+ 92.1%
$217.4 - $264.74 $65.9K - $80.2K
632 $157M
HWM
Howmet Aerospace Inc.

Industrials
323
+ 41.2%
$110.79 - $139.39 $35.8K - $45K
1.11K $144M
DVY
Ishares Tr

ETFs
374
+ 84.23%
$128.58 - $138.1 $48.1K - $51.6K
818 $110M
ISRG
Intuitive Surgical Inc

Healthcare
97
+ 62.18%
$476.63 - $610.45 $46.2K - $59.2K
253 $125M
NRG
Nrg Energy, Inc.

Utilities
241
+ 11.36%
$84.82 - $113.33 $20.4K - $27.3K
2.36K $226M
IWD
Ishares Russell 1000 Val ETF

ETFs
141
+ 7.34%
$182.82 - $196.21 $25.8K - $27.7K
2.06K $388M
PG
Procter & Gamble CO

Consumer Defensive
170
+ 38.55%
$158.56 - $176.26 $27K - $30K
611 $104M
JPM
Jpmorgan Chase & CO

Financial Services
94
+ 13.43%
$225.19 - $279.95 $21.2K - $26.3K
794 $195M
GE
General Electric CO

Industrials
2
+ 0.36%
$168.59 - $212.13 $337 - $424
550 $110M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
723
+ 2.01%
$20.64 - $20.73 $14.9K - $15K
36.7K $760M
NFLX
Netflix Inc

Communication Services
2
+ 0.63%
$828.4 - $1058.6 $1.66K - $2.12K
321 $299M
OTIS
Otis Worldwide Corp

Industrials
5
+ 0.37%
$90.77 - $104.01 $454 - $520
1.34K $139M
Wisdomtree Bitcoin Fd Shs Ben Int
700
+ 16.95%
N/A
4.83K $422M
VONV
Vanguard Russell 1000 Value Et

ETFs
23
+ 0.45%
$80.21 - $86.14 $1.84K - $1.98K
5.09K $420M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
70
+ 1.95%
$408.78 - $448.82 $28.6K - $31.4K
3.66K $1.54B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
342
+ 1.04%
$19.42 - $19.54 $6.64K - $6.68K
33.4K $650M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
200
+ 1.04%
$19.43 - $19.62 $3.89K - $3.92K
19.5K $381M
IVE
Ishares S&P 500 Value ETF

ETFs
2
+ 0.31%
$185.78 - $198.58 $372 - $397
649 $124M
VIG
Vanguard Dividend Appreciation

ETFs
16
+ 0.48%
N/A
3.34K $648M
WMT
Walmart Inc.

Consumer Defensive
4
+ 0.31%
$84.5 - $105.05 $338 - $420
1.31K $115M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.26%
$302.31 - $337.54 $302 - $338
381 $117M
MS
Morgan Stanley

Financial Services
5
+ 0.57%
$111.68 - $141.08 $558 - $705
887 $103M
CARR
Carrier Global Corp

Industrials
9
+ 0.34%
$62.07 - $70.55 $559 - $635
2.69K $170M
DHI
Horton D R Inc

Consumer Cyclical
1
+ 0.07%
$125.29 - $147.65 $125 - $148
1.4K $178M
VUG
Vanguard Growth ETF

ETFs
2
+ 0.19%
$369.1 - $427.61 $738 - $855
1.07K $395M
NOW
Service Now, Inc.

Technology
38
+ 10.03%
$783.83 - $1170.39 $29.8K - $44.5K
417 $332M
MGK
Vanguard Mega Cap Growth ETF

ETFs
6
+ 0.08%
$307.43 - $357.48 $1.84K - $2.14K
7.12K $2.2B
AAPL
Apple Inc.

Technology
1.18K
+ 4.11%
$209.68 - $247.1 $248K - $293K
30K $6.66B
Activity Summary
Buys All Purchases 39 New Holdings 3 Increased Positions 36 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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