Defined Financial Planning LLC Incresed Positions in Q2 2025

Defined Financial Planning LLC

  • $113 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
47.2K
+ 13.7%
$22.27 - $29.21 $1.05M - $1.38M
392K $11.5B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
18.5K
+ 17.47%
$71.28 - $83.74 $1.32M - $1.55M
124K $10.5B
NVDA
Nvidia Corp

Technology
2.52K
+ 15.47%
$94.31 - $157.99 $237K - $398K
18.8K $3.21B
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
20.7K
+ 14.68%
$36.14 - $44.23 $748K - $916K
162K $7.21B
SECT
Sector 10, Inc.

ETFs
8.16K
+ 7.55%
$45.25 - $58.07 $369K - $474K
116K $6.77B
USMF
Wisdomtree Tr Us Multifactor F

ETFs
19.6K
+ 22.89%
$44.42 - $51.46 $871K - $1.01M
105K $5.28B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.6K
+ 8.04%
$32.66 - $40.75 $345K - $431K
142K $5.68B
MSFT
Microsoft Corp

Technology
194
+ 3.27%
$354.56 - $497.45 $68.8K - $96.5K
6.13K $3.1B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
8.3K
+ 6.15%
$27.26 - $34.48 $226K - $286K
143K $4.98B
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
12.8K
+ 19.93%
$41.9 - $50.31 $537K - $645K
77.1K $3.73B
DXJ
Wisdomtree Trust Japan Hedged

ETFs
2.74K
+ 13.02%
$95.74 - $115.54 $263K - $317K
23.8K $2.73B
EES
Wisdomtree U.S. Smallcap Fund

ETFs
5.76K
+ 17.54%
$42.54 - $50.99 $245K - $294K
38.6K $1.99B
EPI
Wisdomtree Tr India Earnings F

ETFs
5.71K
+ 16.24%
$41.3 - $47.52 $236K - $272K
40.9K $1.91B
GOOG
Alphabet Inc.

Communication Services
863
+ 40.27%
$146.58 - $180.01 $126K - $155K
3.01K $550M
BUYW
Northern Lts Fd Tr Iv Main Buy
9.55K
+ 7.24%
N/A
142K $2B
GOOGL
Alphabet Inc.

Communication Services
110
+ 2.67%
$144.7 - $178.6 $15.9K - $19.6K
4.23K $769M
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
3.37K
+ 5.1%
$43.06 - $44.41 $145K - $149K
69.3K $3.02B
ETN
Eaton Corp PLC

Industrials
6
+ 0.59%
$246.52 - $356.99 $1.48K - $2.14K
1.02K $368M
JPM
Jpmorgan Chase & CO

Financial Services
57
+ 4.19%
$210.28 - $289.91 $12K - $16.5K
1.42K $407M
AXP
American Express CO

Financial Services
123
+ 15.41%
$231.39 - $318.98 $28.5K - $39.2K
921 $286M
IBM
International Business Machines Corp

Technology
15
+ 0.97%
$221.03 - $294.78 $3.32K - $4.42K
1.56K $442M
IVV
Ishares Core S&P 500 ETF

ETFs
17
+ 3.67%
$498.8 - $620.9 $8.48K - $10.6K
480 $300M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
21
+ 0.44%
$51.16 - $62.02 $1.07K - $1.3K
4.76K $298M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
223
+ 7.68%
$85.42 - $94.39 $19K - $21K
3.13K $288M
XOM
Exxon Mobil Corp

Energy
128
+ 4.73%
$99.93 - $119.04 $12.8K - $15.2K
2.83K $320M
EXC
Exelon Corp

Utilities
153
+ 2.55%
$42.2 - $47.37 $6.46K - $7.25K
6.15K $264M
Activity Summary
Buys All Purchases 45 New Holdings 18 Increased Positions 27 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Defined Financial Planning LLC Portfolio

Follow Defined Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Defined Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Defined Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email