Financial Life Planners Reduced Holdings in Q1 2025

Financial Life Planners

  • $103 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-5.32K
- 6.34%
$106.98 - $149.43 $569K - $794K
78.5K $8.51B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-521
- 1.13%
$468.34 - $539.52 $244K - $281K
45.7K $21.4B
MSFT
Microsoft Corp

Technology
-1.48K
- 9.93%
$375.39 - $447.2 $555K - $661K
13.4K $5.04B
IVV
Ishares Core S&P 500 ETF

ETFs
-159
- 0.43%
$554.06 - $615.85 $88.1K - $97.9K
36.5K $20.5B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-14.4K
- 37.69%
$74.85 - $84.89 $1.08M - $1.22M
23.8K $1.95B
IWM
Ishares Russell 2000 ETF

ETFs
-2.33K
- 15.77%
$198.1 - $229.79 $461K - $535K
12.4K $2.48B
GOOGL
Alphabet Inc.

Communication Services
-1.85K
- 61.63%
$154.33 - $206.19 $286K - $382K
1.15K $178M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-337
- 6.31%
$522.96 - $601.18 $176K - $203K
5K $2.67B
AMZN
Amazon Com Inc

Consumer Cyclical
-364
- 4.09%
$190.26 - $242.06 $69.3K - $88.1K
8.53K $1.62B
TSLA
Tesla, Inc.

Consumer Cyclical
-25
- 1.44%
$222.15 - $428.22 $5.55K - $10.7K
1.71K $443M
CRM
Salesforce, Inc.

Technology
-4
- 0.21%
$268.36 - $359.95 $1.07K - $1.44K
1.9K $510M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-3.65K
- 6.26%
$20.05 - $20.4 $73.3K - $74.5K
54.7K $1.11B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5
- 0.35%
$360.07 - $417.26 $1.8K - $2.09K
1.43K $515M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-336
- 9.4%
$81.62 - $96.63 $27.4K - $32.5K
3.24K $270M
BAC
Bank Of America Corp

Financial Services
-626
- 4.91%
$39.61 - $47.74 $24.8K - $29.9K
12.1K $505M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-255
- 19.92%
$169.43 - $182.84 $43.2K - $46.6K
1.03K $177M
VNQ
Vanguard Specialized Funds Van

ETFs
-602
- 9.45%
$85.55 - $94.34 $51.5K - $56.8K
5.77K $523M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-199
- 11.18%
$121.0 - $142.28 $24.1K - $28.3K
1.58K $197M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-169
- 2.05%
$57.21 - $65.8 $9.67K - $11.1K
8.07K $471M
ORCL
Oracle Corp

Technology
-22
- 1.52%
$139.81 - $186.47 $3.08K - $4.1K
1.43K $200M
Arm Holdings PLC Spon Ads Each Rep 1 Ord Shs
-203
- 17.0%
N/A
991 $106M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-209
- 12.4%
$96.3 - $112.23 $20.1K - $23.5K
1.48K $144M
ACN
Accenture PLC

Technology
-4
- 0.79%
$300.91 - $398.25 $1.2K - $1.59K
505 $157M
VBR
Vanguard Small Cap Value ETF

ETFs
-26
- 4.41%
$183.02 - $207.75 $4.76K - $5.4K
564 $105M
HD
Home Depot, Inc.

Consumer Cyclical
-9
- 2.77%
$347.25 - $424.87 $3.13K - $3.82K
316 $116M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-39
- 3.98%
$117.4 - $131.02 $4.58K - $5.11K
941 $113M
UNH
Unitedhealth Group Inc

Healthcare
-21
- 7.95%
$461.52 - $548.18 $9.69K - $11.5K
243 $127M
KO
Coca Cola CO

Consumer Defensive
-244
- 14.78%
$60.81 - $72.32 $14.8K - $17.6K
1.41K $101M
IYE
Ishares Tr

ETFs
-204
- 5.29%
$45.23 - $49.95 $9.23K - $10.2K
3.65K $180M
V
Visa Inc.

Financial Services
-10
- 3.36%
$306.92 - $362.71 $3.07K - $3.63K
288 $101M
PM
Philip Morris International Inc.

Consumer Defensive
-29
- 4.06%
$117.15 - $158.79 $3.4K - $4.6K
686 $109M
CI
Cigna Corp

Healthcare
-9
- 1.02%
$274.49 - $329.0 $2.47K - $2.96K
877 $289M
COST
Costco Wholesale Corp

Consumer Defensive
-26
- 1.05%
$890.62 - $1076.86 $23.2K - $28K
2.44K $2.31B
RTX
Raytheon Technologies Corp

Industrials
-10
- 0.3%
$114.1 - $135.66 $1.14K - $1.36K
3.35K $443M
LLY
Eli Lilly & CO

Healthcare
-19
- 1.26%
$725.72 - $929.72 $13.8K - $17.7K
1.48K $1.22B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-107
- 1.51%
$442.66 - $534.52 $47.4K - $57.2K
6.96K $3.71B
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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