Financial Life Planners New Holdings in Q4 2024

Financial Life Planners

  • $119 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FVD
First Tr Value Line Divid Inde

ETFs
806
New
$43.4 - $46.7 $35K - $37.6K
806 $35.2M
MGV
Vanguard Mega Cap Value

ETFs
269
New
$124.06 - $133.48 $33.4K - $35.9K
269 $33.6M
IAU
Ishares Gold Trust

ETFs
675
New
$48.37 - $52.65 $32.6K - $35.5K
675 $33.4M
MRVL
Marvell Technology, Inc.

Technology
302
New
$70.31 - $124.78 $21.2K - $37.7K
302 $33.3M
HLI
Houlihan Lokey, Inc.

Financial Services
191
New
$158.81 - $190.49 $30.3K - $36.4K
191 $33.2M
IEFA
Ishares Tr

ETFs
472
New
$70.06 - $77.43 $33.1K - $36.5K
472 $33.1M
FCNCA
First Citizens Bancshares Inc

Financial Services
16
New
$1818.92 - $2353.08 $29.1K - $37.6K
16 $33.1M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
155
New
$209.89 - $233.24 $32.5K - $36.2K
155 $33M
ADI
Analog Devices Inc

Technology
154
New
$206.35 - $236.48 $31.8K - $36.4K
154 $32.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
420
New
$77.02 - $78.58 $32.3K - $33K
420 $32.5M
CME
Cme Group Inc.

Financial Services
137
New
$221.17 - $246.02 $30.3K - $33.7K
137 $31.7M
MCHP
Microchip Technology Inc

Technology
553
New
$55.51 - $79.05 $30.7K - $43.7K
553 $31.7M
APD
Air Products & Chemicals, Inc.

Basic Materials
108
New
$285.5 - $335.62 $30.8K - $36.2K
108 $31.2M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
978
New
$29.46 - $32.64 $28.8K - $31.9K
978 $30.2M
WMB
Williams Companies, Inc.

Energy
552
New
$46.37 - $59.74 $25.6K - $33K
552 $29.9M
TMUS
T Mobile Us, Inc.

Communication Services
131
New
$206.1 - $246.94 $27K - $32.3K
131 $29M
FLNG
Flex Lng Ltd.

Energy
1.25K
New
$21.13 - $26.93 $26.4K - $33.7K
1.25K $28.7M
AGNC
Agnc Investment Corp.

Real Estate
3.09K
New
$9.21 - $10.59 $28.4K - $32.7K
3.09K $28.4M
DOV
Dover Corp

Industrials
149
New
$184.72 - $206.51 $27.5K - $30.8K
149 $27.9M
MRK
Merck & Co., Inc.

Healthcare
278
New
$96.31 - $114.76 $26.8K - $31.9K
278 $27.7M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
434
New
$58.39 - $67.04 $25.3K - $29.1K
434 $27.6M
UL
Unilever PLC

Consumer Defensive
486
New
$56.7 - $64.64 $27.6K - $31.4K
486 $27.5M
IYJ
Ishares Tr

ETFs
206
New
$132.97 - $143.93 $27.4K - $29.6K
206 $27.5M
DOW
Dow Inc.

Basic Materials
683
New
$39.1 - $55.34 $26.7K - $37.8K
683 $27.4M
NSC
Norfolk Southern Corp

Industrials
113
New
$230.6 - $277.0 $26.1K - $31.3K
113 $26.6M
IWN
Ishares Russell2000 Val ETF

ETFs
161
New
$162.69 - $181.35 $26.2K - $29.2K
161 $26.5M
ITOT
Ishares Core S&P Total U.S. St

ETFs
202
New
$124.26 - $134.12 $25.1K - $27.1K
202 $26M
TXN
Texas Instruments Inc

Technology
137
New
N/A
137 $25.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
222
New
$113.92 - $127.38 $25.3K - $28.3K
222 $25.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
143
New
$176.42 - $186.91 $25.2K - $26.7K
143 $25.4M
3 M CO
196
New
N/A
196 $25.4M
SBUX
Starbucks Corp

Consumer Cyclical
274
New
$87.44 - $102.5 $24K - $28.1K
274 $25M
GD
General Dynamics Corp

Industrials
94
New
$260.28 - $314.03 $24.5K - $29.5K
94 $24.8M
EOG
Eog Resources Inc

Energy
201
New
$118.22 - $136.54 $23.8K - $27.4K
201 $24.7M
MO
Altria Group, Inc.

Consumer Defensive
472
New
$49.06 - $57.74 $23.2K - $27.3K
472 $24.7M
TT
Trane Technologies PLC

Industrials
65
New
$369.35 - $419.14 $24K - $27.2K
65 $24M
ADSK
Autodesk, Inc.

Technology
80
New
N/A
80 $23.6M
USB
Us Bancorp \De\

Financial Services
493
New
$43.98 - $53.66 $21.7K - $26.5K
493 $23.6M
BP
Bp PLC

Energy
779
New
$28.16 - $33.14 $21.9K - $25.8K
779 $23M
VB
Vanguard Small Cap ETF

ETFs
96
New
$233.76 - $261.58 $22.4K - $25.1K
96 $23M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
165
New
$129.96 - $144.97 $21.4K - $23.9K
165 $22.9M
NEE
Nextera Energy Inc

Utilities
308
New
$69.77 - $85.43 $21.5K - $26.3K
308 $22.1M
CMCSA
Comcast Corp

Communication Services
586
New
$37.39 - $45.14 $21.9K - $26.5K
586 $22M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
421
New
$51.54 - $52.55 $21.7K - $22.1K
421 $21.8M
NUE
Nucor Corp

Basic Materials
186
New
$115.78 - $167.74 $21.5K - $31.2K
186 $21.7M
ABBV
Abb Vie Inc.

Healthcare
121
New
$164.99 - $203.87 $20K - $24.7K
121 $21.5M
QCOM
Qualcomm Inc

Technology
139
New
$150.4 - $178.04 $20.9K - $24.7K
139 $21.4M
AMP
Ameriprise Financial Inc

Financial Services
40
New
$473.15 - $574.01 $18.9K - $23K
40 $21.2M
ASML
Asml Holding Nv

Technology
30
New
$658.43 - $872.27 $19.8K - $26.2K
30 $21M
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