Defined Financial Planning LLC Purchases in Q4 2024

Defined Financial Planning LLC

  • $93.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SECT
Sector 10, Inc.

ETFs
149K
New
$53.17 - $57.82 $7.94M - $8.64M
149K $8.21B
SCHG
Schwab Strategic Tr Us Large C

ETFs
273K
New
$25.93 - $105.3 $7.09M - $28.8M
273K $7.62B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
87.1K
New
$80.93 - $85.66 $7.05M - $7.46M
87.1K $7.05B
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
147K
New
$42.79 - $44.9 $6.28M - $6.59M
147K $6.3B
USMF
Wisdomtree Tr Us Multifactor F

ETFs
82.6K
New
$48.43 - $52.86 $4M - $4.36M
82.6K $4.1B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
122K
New
$30.48 - $34.2 $3.72M - $4.18M
122K $3.72B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
91.5K
New
$34.13 - $37.35 $3.12M - $3.42M
91.5K $3.12B
MSFT
Microsoft Corp

Technology
7.13K
New
$406.35 - $454.46 $2.9M - $3.24M
7.13K $3.01B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
93.2K
New
$29.73 - $30.81 $2.77M - $2.87M
93.2K $2.84B
AAPL
Apple Inc.

Technology
11.1K
New
$221.69 - $259.02 $2.46M - $2.87M
11.1K $2.78B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
51K
New
$50.53 - $55.55 $2.58M - $2.83M
51K $2.6B
NVDA
Nvidia Corp

Technology
17.8K
New
$117.0 - $148.88 $2.09M - $2.66M
17.8K $2.4B
IHDG
Wisdomtree Tr

ETFs
50.9K
New
$43.38 - $46.0 $2.21M - $2.34M
50.9K $2.21B
DGS
Wisdomtree Emerging Markets Sm

ETFs
42.4K
New
$48.87 - $53.53 $2.07M - $2.27M
42.4K $2.08B
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
46.9K
New
$42.95 - $45.72 $2.01M - $2.14M
46.9K $2.02B
DXJ
Wisdomtree Trust Japan Hedged

ETFs
18.2K
New
$105.85 - $112.84 $1.93M - $2.06M
18.2K $2.01B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
19.8K
New
$99.04 - $109.59 $1.96M - $2.17M
19.8K $1.97B
EES
Wisdomtree U.S. Smallcap Fund

ETFs
31.2K
New
$51.33 - $58.78 $1.6M - $1.84M
31.2K $1.68B
BUYW
Northern Lts Fd Tr Iv Main Buy
113K
New
N/A
113K $1.58B
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
32K
New
N/A
32K $1.45B
AMZN
Amazon Com Inc

Consumer Cyclical
5.85K
New
$180.88 - $232.93 $1.06M - $1.36M
5.85K $1.28B
USFR
Wisdomtree Floating Rate Treas

ETFs
25.1K
New
$50.23 - $50.46 $1.26M - $1.27M
25.1K $1.26B
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
26.2K
New
N/A
26.2K $1.26B
EPS
Wisdomtree U.S. Largecap Fund

ETFs
17.2K
New
$59.58 - $63.93 $1.03M - $1.1M
17.2K $1.05B
GOOGL
Alphabet Inc.

Communication Services
5.22K
New
$161.86 - $196.66 $845K - $1.03M
5.22K $989M
GLD
Spdr Gold Trust

ETFs
3.69K
New
$236.59 - $257.5 $873K - $950K
3.69K $893M
AVGO
Broadcom Inc.

Technology
2.66K
New
$159.67 - $250.0 $425K - $665K
2.66K $617M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
30.8K
New
$18.47 - $19.96 $569K - $615K
30.8K $570M
MCD
Mcdonalds Corp

Consumer Cyclical
1.95K
New
$288.47 - $316.54 $561K - $616K
1.95K $564M
UNH
Unitedhealth Group Inc

Healthcare
1.08K
New
$485.52 - $625.25 $522K - $673K
1.08K $544M
V
Visa Inc.

Financial Services
1.48K
New
$273.87 - $320.91 $405K - $475K
1.48K $468M
ABBV
Abb Vie Inc.

Healthcare
2.3K
New
$164.99 - $203.87 $379K - $469K
2.3K $409M
PG
Procter & Gamble CO

Consumer Defensive
2.4K
New
$161.05 - $179.7 $387K - $432K
2.4K $403M
QLYS
Qualys, Inc.

Technology
2.86K
New
$119.24 - $159.23 $341K - $455K
2.86K $401M
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
14.4K
New
$26.57 - $28.65 $384K - $414K
14.4K $400M
JNJ
Johnson & Johnson

Healthcare
2.7K
New
$143.34 - $165.86 $387K - $447K
2.7K $390M
KO
Coca Cola CO

Consumer Defensive
6.11K
New
$61.74 - $71.71 $377K - $438K
6.11K $380M
GOOG
Alphabet Inc.

Communication Services
1.9K
New
$163.08 - $198.16 $310K - $377K
1.9K $362M
PRGS
Progress Software Corp

Technology
5.2K
New
$63.94 - $69.89 $333K - $364K
5.2K $339M
ETN
Eaton Corp PLC

Industrials
1.01K
New
$326.96 - $377.52 $330K - $381K
1.01K $335M
Ishares Bitcoin Trust ETF
5.9K
New
N/A
5.9K $313M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.1K
New
$278.49 - $315.16 $306K - $347K
1.1K $312M
IBM
International Business Machines Corp

Technology
1.41K
New
$204.9 - $238.04 $289K - $336K
1.41K $310M
LLY
Eli Lilly & CO

Healthcare
395
New
$727.2 - $932.06 $287K - $368K
395 $305M
MDLZ
Mondelez International, Inc.

Consumer Defensive
5.04K
New
$59.25 - $72.99 $298K - $368K
5.04K $301M
ADP
Automatic Data Processing Inc

Industrials
1.03K
New
$280.08 - $307.97 $288K - $316K
1.03K $301M
CSCO
Cisco Systems, Inc.

Technology
4.85K
New
$52.45 - $60.02 $254K - $291K
4.85K $287M
JPM
Jpmorgan Chase & CO

Financial Services
1.2K
New
$205.18 - $250.29 $245K - $299K
1.2K $287M
VUG
Vanguard Growth ETF

ETFs
682
New
$378.79 - $428.11 $258K - $292K
682 $280M
Activity Summary
Buys All Purchases 78 New Holdings 78 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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