Defined Financial Planning LLC Purchases in Q3 2025

Defined Financial Planning LLC

  • $121 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DDWM
Wisdomtree Tr Currency Hedged

ETFs
160K
+ 3146.21%
$39.39 - $42.09 $6.29M - $6.73M
165K $6.94B
SCHG
Schwab Strategic Tr Us Large C

ETFs
44.6K
+ 11.38%
$28.92 - $32.19 $1.29M - $1.43M
436K $14.2B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
16.2K
+ 24.81%
$50.02 - $53.28 $811K - $864K
81.6K $4.25B
Thor Finl Technologies Tr
27.4K
New
N/A
27.4K $870M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
12.7K
+ 32.85%
$50.48 - $57.12 $640K - $724K
51.3K $2.85B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.24K
New
$617.65 - $666.84 $767K - $828K
1.24K $835M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
14.1K
+ 10.2%
$43.1 - $44.6 $606K - $627K
152K $6.73B
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
15.7K
+ 22.62%
$43.53 - $44.97 $682K - $705K
85K $3.8B
J P Morgan Exchange Traded F
11.6K
+ 18.49%
N/A
74.5K $4.03B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
7.24K
+ 24.87%
$76.16 - $78.59 $551K - $569K
36.3K $2.83B
SSO
Proshares Ultra S&P 500

ETFs
4.88K
New
$97.48 - $112.71 $476K - $550K
4.88K $558M
GLD
Spdr Gold Trust

ETFs
615
+ 34.59%
$300.96 - $355.47 $185K - $219K
2.39K $891M
First Tr Exchng Traded Fd Vi
9.36K
+ 36.45%
N/A
35.1K $1.14B
GOOGL
Alphabet Inc.

Communication Services
192
+ 4.54%
$174.36 - $254.72 $33.5K - $48.9K
4.42K $1.08B
First Tr Exchng Traded Fd Vi
7.8K
+ 35.77%
N/A
29.6K $957M
ABBV
Abb Vie Inc.

Healthcare
1.06K
New
$184.85 - $231.54 $196K - $245K
1.06K $245M
TJX
Tjx Companies Inc

Consumer Cyclical
1.51K
New
$121.35 - $144.54 $183K - $218K
1.51K $213M
CAT
Caterpillar Inc

Industrials
420
New
$390.92 - $477.15 $164K - $200K
420 $211M
LLY
Eli Lilly & CO

Healthcare
206
+ 56.59%
$625.65 - $812.69 $129K - $167K
570 $482M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
3.55K
+ 11.19%
N/A
35.3K $1.64B
WBD
Warner Bros. Discovery, Inc.

Communication Services
10.1K
New
$10.78 - $19.82 $109K - $200K
10.1K $180M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
5.29K
+ 33.91%
$26.52 - $27.64 $140K - $146K
20.9K $578M
TSLA
Tesla, Inc.

Consumer Cyclical
54
+ 5.67%
$293.94 - $444.72 $15.9K - $24K
1.01K $442M
First Tr Exchng Traded Fd Vi
3.48K
+ 41.52%
N/A
11.9K $382M
First Tr Exchng Traded Fd Vi
3.06K
+ 37.35%
N/A
11.3K $381M
First Tr Exchng Traded Fd Vi
3.23K
+ 36.38%
N/A
12.1K $382M
BUYW
Northern Lts Fd Tr Iv Main Buy
5.87K
+ 4.14%
N/A
147K $2.1B
TEF
Telefonica S A

Communication Services
18.4K
New
$5.01 - $5.71 $92.3K - $105K
18.4K $92M
MCD
Mcdonalds Corp

Consumer Cyclical
292
+ 20.42%
$291.67 - $316.99 $85.2K - $92.6K
1.72K $507M
JNJ
Johnson & Johnson

Healthcare
57
+ 3.05%
$155.17 - $185.42 $8.84K - $10.6K
1.93K $365M
EPI
Wisdomtree Tr India Earnings F

ETFs
3.57K
+ 8.73%
$43.79 - $47.63 $156K - $170K
44.5K $1.99B
JPM
Jpmorgan Chase & CO

Financial Services
99
+ 6.98%
$282.78 - $316.06 $28K - $31.3K
1.52K $462M
META
Meta Platforms, Inc.

Communication Services
50
+ 6.52%
$695.21 - $791.73 $34.8K - $39.6K
817 $586M
NFLX
Netflix Inc

Communication Services
40
+ 16.67%
$1147.87 - $1297.18 $45.9K - $51.9K
280 $340M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
33
+ 6.19%
$459.11 - $506.91 $15.2K - $16.7K
566 $283M
EXC
Exelon Corp

Utilities
81
+ 1.32%
$42.73 - $45.54 $3.46K - $3.69K
6.23K $291M
CSCO
Cisco Systems, Inc.

Technology
95
+ 2.48%
$66.2 - $71.79 $6.29K - $6.82K
3.92K $276M
ETN
Eaton Corp PLC

Industrials
1
+ 0.1%
$342.99 - $392.76 $343 - $393
1.02K $383M
MA
Mastercard Inc

Financial Services
1
+ 0.25%
$550.18 - $598.96 $550 - $599
405 $233M
ADP
Automatic Data Processing Inc

Industrials
2
+ 0.26%
$288.69 - $310.94 $577 - $622
766 $223M
Activity Summary
Buys All Purchases 41 New Holdings 8 Increased Positions 33 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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