Defined Financial Planning LLC Reduced Holdings in Q2 2025

Defined Financial Planning LLC

  • $113 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-22.9K
- 14.23%
$42.51 - $43.7 $973K - $1M
138K $5.95B
GLD
Spdr Gold Trust

ETFs
-2.15K
- 54.72%
$273.71 - $316.29 $588K - $680K
1.78K $545M
VUG
Vanguard Growth ETF

ETFs
-1.3K
- 65.49%
$329.49 - $438.4 $430K - $572K
687 $305M
MCD
Mcdonalds Corp

Consumer Cyclical
-935
- 39.53%
$285.55 - $321.23 $267K - $300K
1.43K $428M
AAPL
Apple Inc.

Technology
-610
- 4.64%
$172.42 - $223.89 $105K - $137K
12.5K $2.62B
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
-4.36K
- 12.09%
N/A
31.7K $1.46B
KO
Coca Cola CO

Consumer Defensive
-2.25K
- 34.1%
$68.37 - $73.9 $154K - $166K
4.34K $301M
JNJ
Johnson & Johnson

Healthcare
-1.12K
- 37.51%
$146.36 - $159.82 $164K - $179K
1.87K $290M
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
-5.79K
- 38.15%
$25.77 - $27.23 $149K - $158K
9.38K $246M
AJG
Arthur J. Gallagher & Co.

Financial Services
-300
- 27.27%
$310.86 - $348.77 $93.3K - $105K
800 $246M
ADP
Automatic Data Processing Inc

Industrials
-268
- 25.97%
$276.76 - $326.81 $74.2K - $87.6K
764 $228M
PG
Procter & Gamble CO

Consumer Defensive
-128
- 4.9%
$157.66 - $172.39 $20.2K - $22.1K
2.48K $379M
LLY
Eli Lilly & CO

Healthcare
-57
- 13.54%
$713.71 - $898.95 $40.7K - $51.2K
364 $281M
ORCL
Oracle Corp

Technology
-899
- 50.39%
$122.82 - $218.63 $110K - $197K
885 $208M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6
- 1.11%
$483.48 - $539.8 $2.9K - $3.24K
533 $251M
V
Visa Inc.

Financial Services
-92
- 9.26%
$308.27 - $373.31 $28.4K - $34.3K
902 $313M
CSCO
Cisco Systems, Inc.

Technology
-762
- 16.61%
$53.19 - $69.38 $40.5K - $52.9K
3.83K $257M
WMT
Walmart Inc.

Consumer Defensive
-453
- 11.42%
$81.79 - $99.98 $37.1K - $45.3K
3.51K $335M
META
Meta Platforms, Inc.

Communication Services
-162
- 17.44%
$484.66 - $738.09 $78.5K - $120K
767 $545M
TSLA
Tesla, Inc.

Consumer Cyclical
-30
- 3.05%
$221.86 - $362.89 $6.66K - $10.9K
953 $296M
AMZN
Amazon Com Inc

Consumer Cyclical
-508
- 7.81%
$167.32 - $223.3 $85K - $113K
6K $1.36B
AVGO
Broadcom Inc.

Technology
-173
- 4.74%
$146.29 - $275.65 $25.3K - $47.7K
3.48K $977M
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
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