Defined Financial Planning LLC Purchases in Q1 2025

Defined Financial Planning LLC

  • $98.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
94.2K
+ 201.0%
$40.87 - $45.28 $3.85M - $4.27M
141K $5.84B
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
64.3K
New
$43.6 - $49.84 $2.8M - $3.2M
64.3K $3.07B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
40K
+ 43.69%
$33.84 - $37.77 $1.35M - $1.51M
131K $4.8B
EPI
Wisdomtree Tr India Earnings F

ETFs
35.2K
New
$40.08 - $45.85 $1.41M - $1.61M
35.2K $1.53B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
18.8K
+ 21.59%
$78.0 - $84.37 $1.47M - $1.59M
106K $8.49B
SCHG
Schwab Strategic Tr Us Large C

ETFs
71K
+ 25.96%
$24.91 - $29.02 $1.77M - $2.06M
345K $8.7B
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
14K
+ 9.51%
$42.36 - $43.8 $591K - $612K
161K $7B
META
Meta Platforms, Inc.

Communication Services
929
New
$576.36 - $736.67 $535K - $684K
929 $544M
VUG
Vanguard Growth ETF

ETFs
1.31K
+ 191.94%
$369.1 - $427.61 $483K - $560K
1.99K $745M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
12.7K
+ 10.43%
$29.72 - $31.94 $379K - $407K
135K $4.18B
XLE
Energy Sector Spdr

ETFs
4.05K
New
$85.7 - $93.96 $347K - $380K
4.05K $381M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.14K
New
$114.57 - $118.14 $360K - $371K
3.14K $371M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.8K
New
$85.29 - $92.57 $324K - $351K
3.8K $347M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
2.84K
+ 15.55%
$106.46 - $114.75 $302K - $325K
21.1K $2.3B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
539
New
$442.66 - $534.52 $239K - $288K
539 $287M
Viper Energy Inc
5.79K
New
N/A
5.79K $264M
CSWI
Csw Industrials, Inc.

Industrials
885
New
$283.77 - $396.86 $251K - $351K
885 $262M
BUYW
Northern Lts Fd Tr Iv Main Buy
18.8K
+ 16.6%
N/A
132K $1.82B
GLD
Spdr Gold Trust

ETFs
237
+ 6.42%
$243.19 - $288.14 $57.6K - $68.3K
3.93K $1.13B
T
At&T Inc.

Communication Services
8.04K
New
$21.56 - $28.28 $173K - $227K
8.04K $229M
AXP
American Express CO

Financial Services
798
New
$255.39 - $325.87 $204K - $260K
798 $216M
CVX
Chevron Corp

Energy
1.24K
New
$146.71 - $167.97 $182K - $208K
1.24K $209M
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
3.19K
+ 5.09%
$42.64 - $44.05 $136K - $141K
65.9K $2.9B
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
4.03K
+ 12.56%
N/A
36.1K $1.63B
MCD
Mcdonalds Corp

Consumer Cyclical
419
+ 21.53%
$279.74 - $321.29 $117K - $135K
2.37K $742M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
12.8K
New
$13.05 - $13.97 $167K - $179K
12.8K $174M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
3.12K
+ 3.78%
$48.29 - $51.95 $151K - $162K
85.7K $4.27B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
668
+ 3.37%
$97.25 - $104.79 $65K - $70K
20.5K $2.13B
AAPL
Apple Inc.

Technology
2.06K
+ 18.61%
$209.68 - $247.1 $433K - $510K
13.2K $2.93B
WMT
Walmart Inc.

Consumer Defensive
1.54K
+ 63.64%
$84.5 - $105.05 $130K - $162K
3.97K $352M
COST
Costco Wholesale Corp

Consumer Defensive
92
+ 31.08%
$890.62 - $1076.86 $81.9K - $99.1K
388 $370M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
3.29K
+ 6.45%
$48.02 - $53.02 $158K - $174K
54.3K $2.69B
KO
Coca Cola CO

Consumer Defensive
487
+ 7.98%
$60.81 - $72.32 $29.6K - $35.2K
6.59K $474M
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
1.66K
+ 6.33%
N/A
27.9K $1.35B
IBM
International Business Machines Corp

Technology
138
+ 9.79%
$217.4 - $264.74 $30K - $36.5K
1.55K $388M
USFR
Wisdomtree Floating Rate Treas

ETFs
1.45K
+ 5.78%
$50.29 - $50.5 $73K - $73.3K
26.6K $1.34B
SLB
Schlumberger Limited

Energy
1.16K
+ 21.36%
$38.4 - $43.74 $44.7K - $50.9K
6.61K $279M
JNJ
Johnson & Johnson

Healthcare
293
+ 10.86%
$142.06 - $167.7 $41.6K - $49.1K
2.99K $458M
TSLA
Tesla, Inc.

Consumer Cyclical
468
+ 90.87%
$222.15 - $428.22 $104K - $200K
983 $264M
XOM
Exxon Mobil Corp

Energy
191
+ 7.59%
$105.44 - $118.93 $20.1K - $22.7K
2.71K $322M
TJX
Tjx Companies Inc

Consumer Cyclical
378
+ 22.41%
$112.81 - $126.16 $42.6K - $47.7K
2.07K $253M
JPM
Jpmorgan Chase & CO

Financial Services
166
+ 13.88%
$225.19 - $279.95 $37.4K - $46.5K
1.36K $332M
PG
Procter & Gamble CO

Consumer Defensive
208
+ 8.66%
$158.56 - $176.26 $33K - $36.7K
2.61K $445M
POCT
Innovator U.S. Equity Power Bu

ETFs
1.17K
+ 16.72%
$38.53 - $40.49 $45K - $47.3K
8.16K $318M
LLY
Eli Lilly & CO

Healthcare
26
+ 6.58%
$725.72 - $929.72 $18.9K - $24.2K
421 $339M
ADP
Automatic Data Processing Inc

Industrials
5
+ 0.49%
$286.85 - $318.64 $1.43K - $1.59K
1.03K $316M
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
723
+ 5.01%
$26.9 - $27.93 $19.4K - $20.2K
15.2K $412M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
294
+ 6.61%
$57.21 - $65.8 $16.8K - $19.3K
4.74K $278M
AVGO
Broadcom Inc.

Technology
991
+ 37.26%
$167.43 - $244.7 $166K - $242K
3.65K $615M
Activity Summary
Buys All Purchases 55 New Holdings 14 Increased Positions 41 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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