Financial Life Planners New Holdings in Q4 2024

Financial Life Planners

  • $119 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CVS
Cvs Health Corp

Healthcare
243
New
$43.78 - $67.46 $10.6K - $16.4K
243 $10.9M
SPIB
Spdr Portfolio Intermediate Te

ETFs
331
New
$32.65 - $33.68 $10.8K - $11.1K
331 $10.8M
BMY
Bristol Myers Squibb CO

Healthcare
192
New
$51.92 - $59.94 $9.97K - $11.5K
192 $10.8M
LUV
Southwest Airlines CO

Industrials
304
New
$28.99 - $34.84 $8.81K - $10.6K
304 $10.2M
SMG
Scotts Miracle Gro CO

Basic Materials
151
New
$65.14 - $93.47 $9.84K - $14.1K
151 $10M
AAL
American Airlines Group Inc.

Industrials
572
New
N/A
572 $9.97M
AOA
Ishares Tr Core Aggressive All

ETFs
130
New
$76.61 - $79.88 $9.96K - $10.4K
130 $9.96M
SPG
Simon Property Group Inc

Real Estate
58
New
$167.23 - $183.84 $9.7K - $10.7K
58 $9.96M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
49
New
$192.71 - $203.05 $9.44K - $9.95K
49 $9.55M
TCOM
Trip.Com Group LTD

Consumer Cyclical
139
New
$58.0 - $75.06 $8.06K - $10.4K
139 $9.54M
EME
Emcor Group, Inc.

Industrials
21
New
$427.96 - $526.95 $8.99K - $11.1K
21 $9.53M
GDDY
Go Daddy Inc.

Technology
48
New
$153.16 - $209.03 $7.35K - $10K
48 $9.47M
ZBRA
Zebra Technologies Corp

Technology
24
New
$360.09 - $411.94 $8.64K - $9.89K
24 $9.32M
AYI
Acuity Brands Inc

Industrials
32
New
$292.13 - $333.45 $9.35K - $10.7K
32 $9.27M
BND
Vanguard Bd Index Fd Inc Total

ETFs
129
New
$71.75 - $75.11 $9.26K - $9.69K
129 $9.25M
VBK
Vanguard Small Cap Growth ETF

ETFs
32
New
$264.18 - $304.19 $8.45K - $9.73K
32 $8.98M
VTI
Vanguard Total Stock Market Et

ETFs
30
New
$280.04 - $302.45 $8.4K - $9.07K
30 $8.76M
JNK
Spdr Bloomberg High Yield Bond

ETFs
91
New
$94.77 - $97.36 $8.62K - $8.86K
91 $8.68M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
311
New
$27.88 - $30.51 $8.67K - $9.49K
311 $8.68M
WSO
Watsco Inc

Industrials
18
New
$466.57 - $568.78 $8.4K - $10.2K
18 $8.66M
CSQ
Calamos Strategic Total Return Fund

Financial Services
487
New
$17.14 - $18.44 $8.35K - $8.98K
487 $8.62M
VZ
Verizon Communications Inc

Communication Services
202
New
$39.6 - $45.21 $8K - $9.13K
202 $8.06M
VEA
Vanguard Ftse Developed Market

ETFs
168
New
$47.57 - $52.44 $7.99K - $8.81K
168 $8.04M
TENB
Tenable Holdings, Inc.

Technology
200
New
$38.71 - $43.44 $7.74K - $8.69K
200 $7.88M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
105
New
$74.5 - $78.37 $7.82K - $8.23K
105 $7.84M
VTWO
Vanguard Russell 2000 ETF

ETFs
87
New
$87.42 - $98.06 $7.61K - $8.53K
87 $7.8M
PEP
Pepsico Inc

Consumer Defensive
50
New
$151.29 - $176.1 $7.56K - $8.81K
50 $7.61M
PRU
Prudential Financial Inc

Financial Services
63
New
$114.59 - $129.52 $7.22K - $8.16K
63 $7.51M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
148
New
$50.37 - $50.6 $7.45K - $7.49K
148 $7.47M
SAP
Sap Se

Technology
30
New
$218.13 - $255.54 $6.54K - $7.67K
30 $7.45M
IWV
Ishares Russell 3000 ETF

ETFs
22
New
$323.08 - $349.08 $7.11K - $7.68K
22 $7.42M
SPSB
Spdr Portfolio Short Term Corp

ETFs
246
New
$29.77 - $30.19 $7.32K - $7.43K
246 $7.35M
VTR
Ventas, Inc.

Real Estate
119
New
$57.73 - $66.48 $6.87K - $7.91K
119 $7.03M
SCHG
Schwab Strategic Tr Us Large C

ETFs
250
New
$25.93 - $105.3 $6.48K - $26.3K
250 $6.96M
Grayscale Bitcoin Mini Tr Et
164
New
N/A
164 $6.87M
HEFA
Ishares Currency Hedged Msci E

ETFs
198
New
$34.42 - $35.88 $6.82K - $7.1K
198 $6.87M
SPTS
Spdr Portfolio Short Term Trea

ETFs
229
New
$28.88 - $29.33 $6.61K - $6.72K
229 $6.64M
PKG
Packaging Corp Of America

Consumer Cyclical
27
New
$211.98 - $248.85 $5.72K - $6.72K
27 $6.15M
IMO
Imperial Oil LTD

Energy
97
New
$61.13 - $79.21 $5.93K - $7.68K
97 $5.96M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
74
New
$77.86 - $79.27 $5.76K - $5.87K
74 $5.78M
MCK
Mckesson Corp

Healthcare
10
New
$482.27 - $628.5 $4.82K - $6.29K
10 $5.72M
SYK
Stryker Corp

Healthcare
15
New
$345.14 - $392.15 $5.18K - $5.88K
15 $5.3M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
40
New
$123.69 - $133.68 $4.95K - $5.35K
40 $5.01M
CWB
Spdr Bloomberg Convertible Sec

ETFs
61
New
$76.21 - $82.24 $4.65K - $5.02K
61 $4.75M
HES
Hess Corp

Energy
35
New
$127.66 - $148.65 $4.47K - $5.2K
35 $4.72M
VGT
Vanguard Information Technolog

ETFs
7
New
$571.78 - $647.97 $4K - $4.54K
7 $4.39M
WDAY
Workday, Inc.

Technology
17
New
$233.85 - $279.91 $3.98K - $4.76K
17 $4.39M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
1.12K
New
$3.53 - $7.8 $3.94K - $8.7K
1.12K $4.25M
CSCO
Cisco Systems, Inc.

Technology
72
New
$52.45 - $60.02 $3.78K - $4.32K
72 $4.25M
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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