Financial Life Planners New Holdings in Q4 2024

Financial Life Planners

  • $119 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
312
New
$172.07 - $207.36 $53.7K - $64.7K
312 $61.6M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
824
New
$47.29 - $84.74 $39K - $69.8K
824 $61M
IYK
Ishares U.S. Consumer Staples

ETFs
889
New
$65.32 - $70.92 $58.1K - $63K
889 $58.3M
DVY
Ishares Tr

ETFs
444
New
$129.55 - $143.41 $57.5K - $63.7K
444 $58.3M
DDOG
Datadog, Inc.

Technology
407
New
$113.98 - $168.65 $46.4K - $68.6K
407 $58.2M
XLK
Technology Sector Spdr

ETFs
244
New
$220.26 - $241.44 $53.7K - $58.9K
244 $56.9M
PEG
Public Service Enterprise Group Inc

Utilities
668
New
$81.87 - $94.51 $54.7K - $63.1K
668 $56.5M
AMAT
Applied Materials Inc

Technology
345
New
$161.44 - $213.89 $55.7K - $73.8K
345 $56.2M
CTVA
Corteva, Inc.

Basic Materials
972
New
$55.21 - $64.13 $53.7K - $62.3K
972 $55.3M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
636
New
$86.65 - $94.9 $55.1K - $60.4K
636 $55.2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
412
New
$131.66 - $144.0 $54.2K - $59.3K
412 $54.5M
HIG
Hartford Financial Services Group, Inc.

Financial Services
487
New
$107.06 - $123.74 $52.1K - $60.3K
487 $53.2M
MAR
Marriott International Inc

Consumer Cyclical
187
New
$246.06 - $292.59 $46K - $54.7K
187 $52.1M
DD
Du Pont De Nemours, Inc.

Basic Materials
667
New
$75.95 - $88.05 $50.7K - $58.7K
667 $50.9M
NVO
Novo Nordisk A S

Healthcare
591
New
$85.0 - $120.04 $50.2K - $70.9K
591 $50.8M
RSG
Republic Services, Inc.

Industrials
253
New
$198.0 - $218.75 $50.1K - $55.3K
253 $50.8M
QLD
Proshares Ultra Qqq

ETFs
467
New
$97.85 - $120.25 $45.7K - $56.2K
467 $50.6M
AVGO
Broadcom Inc.

Technology
215
New
$159.67 - $250.0 $34.3K - $53.8K
215 $49.9M
BA
Boeing CO

Industrials
277
New
$138.14 - $180.72 $38.3K - $50.1K
277 $49M
MCD
Mcdonalds Corp

Consumer Cyclical
169
New
$288.47 - $316.54 $48.8K - $53.5K
169 $48.9M
IYY
Ishares Tr

ETFs
336
New
$138.14 - $149.13 $46.4K - $50.1K
336 $48.1M
SRCE
1 St Source Corp

Financial Services
821
New
$57.54 - $67.29 $47.2K - $55.2K
821 $47.9M
PGR
Progressive Corp

Financial Services
198
New
$239.6 - $268.88 $47.4K - $53.2K
198 $47.4M
ETN
Eaton Corp PLC

Industrials
142
New
$326.96 - $377.52 $46.4K - $53.6K
142 $47M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
364
New
$101.51 - $140.63 $36.9K - $51.2K
364 $45.7M
SCHW
Schwab Charles Corp

Financial Services
615
New
$63.31 - $82.85 $38.9K - $51K
615 $45.5M
LOW
Lowes Companies Inc

Consumer Cyclical
182
New
$244.52 - $284.07 $44.5K - $51.7K
182 $45.4M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
750
New
$55.73 - $66.16 $41.8K - $49.6K
750 $45.2M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
433
New
$104.5 - $125.64 $45.2K - $54.4K
433 $45.2M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
366
New
$118.0 - $127.04 $43.2K - $46.5K
366 $44.6M
Blackrock Inc
43
New
N/A
43 $44.6M
ADC
Agree Realty Corp

Real Estate
626
New
$69.44 - $77.65 $43.5K - $48.6K
626 $44.1M
XLV
Select Sector Spdr Fund Health

ETFs
319
New
$136.28 - $154.74 $43.5K - $49.4K
319 $43.9M
PSTG
Pure Storage, Inc.

Technology
712
New
$48.19 - $66.6 $34.3K - $47.4K
712 $43.7M
CB
Chubb LTD

Financial Services
154
New
$271.57 - $301.89 $41.8K - $46.5K
154 $42.7M
IYF
Ishares Tr

ETFs
383
New
$102.7 - $119.05 $39.3K - $45.6K
383 $42.3M
COP
Conocophillips

Energy
398
New
$95.12 - $114.72 $37.9K - $45.7K
398 $39.4M
Peakstone Realty Trust
3.5K
New
N/A
3.5K $38.7M
RPG
Invesco Exchange Traded Fd Tr

ETFs
936
New
$38.88 - $44.07 $36.4K - $41.2K
936 $38.6M
Arista Networks Inc
348
New
N/A
348 $38.5M
DSI
Ishares Msci Kld 400 Social Et

ETFs
348
New
$107.41 - $115.71 $37.4K - $40.3K
348 $38.4M
AXP
American Express CO

Financial Services
129
New
$267.35 - $305.57 $34.5K - $39.4K
129 $38.3M
ET
Energy Transfer LP

Energy
1.9K
New
$16.05 - $19.86 $30.4K - $37.7K
1.9K $37.2M
IXUS
Ishares Tr

ETFs
559
New
$65.95 - $72.56 $36.9K - $40.6K
559 $37M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
225
New
$131.85 - $172.52 $29.7K - $38.8K
225 $36.9M
PNC
Pnc Financial Services Group, Inc.

Financial Services
189
New
$178.39 - $215.0 $33.7K - $40.6K
189 $36.6M
AJG
Arthur J. Gallagher & Co.

Financial Services
128
New
$278.49 - $315.16 $35.6K - $40.3K
128 $36.4M
VOT
Vanguard Mid Cap Growth Index

ETFs
143
New
$241.48 - $274.89 $34.5K - $39.3K
143 $36.3M
FCX
Freeport Mcmoran Inc

Basic Materials
935
New
$38.08 - $50.82 $35.6K - $47.5K
935 $35.6M
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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