Essential Planning, Llc. Purchases in Q4 2024

Essential Planning, Llc.

  • $15 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCEB
Vanguard World Fd Esg U S Corp

ETFs
405K
+ 6357.79%
$61.87 - $64.86 $25.1M - $26.3M
412K $25.5M
VEA
Vanguard Ftse Developed Market

ETFs
500K
+ 7076.44%
$47.57 - $52.44 $23.8M - $26.2M
507K $24.2M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
287K
+ 6401.0%
$75.44 - $80.53 $21.7M - $23.1M
292K $22.1M
DFIC
Dimensional ETF Tr Dimensional

ETFs
817K
+ 7689.53%
$25.61 - $28.0 $20.9M - $22.9M
828K $21.4M
JPM
Jpmorgan Chase & CO

Financial Services
83.5K
+ 5832.08%
$205.18 - $250.29 $17.1M - $20.9M
84.9K $20.3M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
854K
+ 6441.13%
$22.1 - $22.59 $18.9M - $19.3M
868K $19.3M
SUB
Ishares Short Term National Mu

ETFs
167K
+ 6400.0%
$104.94 - $106.2 $17.5M - $17.7M
170K $17.9M
TT
Trane Technologies PLC

Industrials
47.2K
+ 6400.0%
$369.35 - $419.14 $17.4M - $19.8M
48K $17.7M
T
At&T Inc.

Communication Services
745K
+ 6368.95%
$21.22 - $23.88 $15.8M - $17.8M
757K $17.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
384K
+ 5314.55%
$44.04 - $49.49 $16.9M - $19M
391K $17.2M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
386K
+ 6403.45%
$40.38 - $44.35 $15.6M - $17.1M
392K $16M
DFAR
Dimensional ETF Tr Dimensional

ETFs
667K
+ 6022.93%
$22.72 - $25.76 $15.1M - $17.2M
678K $15.8M
VUG
Vanguard Growth ETF

ETFs
35.8K
+ 6400.0%
$378.79 - $428.11 $13.6M - $15.3M
36.3K $14.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
113K
+ 5505.16%
$124.26 - $134.12 $14M - $15.2M
115K $14.8M
DFAX
Dimensional ETF Tr
572K
+ 6400.45%
$24.76 - $27.04 $14.2M - $15.5M
581K $14.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
141K
+ 6353.6%
$96.64 - $101.23 $13.7M - $14.3M
144K $13.9M
RTX
Raytheon Technologies Corp

Industrials
112K
+ 6256.83%
$114.45 - $127.21 $12.8M - $14.2M
114K $13.1M
XOM
Exxon Mobil Corp

Energy
112K
+ 6230.84%
$105.51 - $125.37 $11.8M - $14M
113K $12.2M
PG
Procter & Gamble CO

Consumer Defensive
69.7K
New
$161.05 - $179.7 $11.2M - $12.5M
69.7K $11.7M
VZ
Verizon Communications Inc

Communication Services
291K
+ 6415.39%
$39.6 - $45.21 $11.5M - $13.1M
295K $11.8M
MUB
Ishares National Muni Bond ETF

ETFs
108K
New
$105.78 - $108.7 $11.5M - $11.8M
108K $11.5M
META
Meta Platforms, Inc.

Communication Services
19.3K
+ 4405.24%
$554.08 - $632.68 $10.7M - $12.2M
19.8K $11.7M
NVDA
Nvidia Corp

Technology
83.6K
+ 1271.72%
$117.0 - $148.88 $9.78M - $12.4M
90.2K $12.1M
VBR
Vanguard Small Cap Value ETF

ETFs
56K
New
$197.36 - $217.3 $11M - $12.2M
56K $11.1M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
447K
New
$24.61 - $25.12 $11M - $11.2M
447K $11M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
500K
New
$21.81 - $22.48 $10.9M - $11.2M
500K $11M
IEMG
Ishares Inc

ETFs
189K
New
N/A
189K $10.2M
KO
Coca Cola CO

Consumer Defensive
157K
New
$61.74 - $71.71 $9.66M - $11.2M
157K $9.74M
WFC
Wells Fargo & Company

Financial Services
138K
New
$54.98 - $77.35 $7.57M - $10.6M
138K $9.67M
LNT
Alliant Energy Corp

Utilities
152K
New
$56.24 - $63.63 $8.53M - $9.65M
152K $8.97M
MTB
M&T Bank Corp

Financial Services
47.7K
New
$172.48 - $221.95 $8.22M - $10.6M
47.7K $8.97M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
337K
New
$26.16 - $28.82 $8.82M - $9.71M
337K $8.83M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
15.3K
New
$563.99 - $620.12 $8.61M - $9.46M
15.3K $8.69M
IWF
Ishares Russell 1000 Gr ETF

ETFs
21.3K
New
$370.24 - $418.94 $7.9M - $8.94M
21.3K $8.57M
IWD
Ishares Russell 1000 Val ETF

ETFs
43.2K
New
$183.23 - $199.79 $7.91M - $8.62M
43.2K $7.99M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
288K
New
$26.79 - $30.35 $7.72M - $8.75M
288K $7.83M
AVGO
Broadcom Inc.

Technology
30.9K
New
$159.67 - $250.0 $4.94M - $7.73M
30.9K $7.17M
ITA
Ishares Tr

ETFs
49.2K
New
$144.31 - $157.31 $7.1M - $7.74M
49.2K $7.15M
ADBE
Adobe Inc.

Technology
16K
New
$437.39 - $552.96 $6.98M - $8.82M
16K $7.09M
MO
Altria Group, Inc.

Consumer Defensive
134K
New
$49.06 - $57.74 $6.57M - $7.73M
134K $7M
ITW
Illinois Tool Works Inc

Industrials
27.4K
New
$253.56 - $278.5 $6.96M - $7.64M
27.4K $6.96M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
123K
New
$56.61 - $61.63 $6.94M - $7.55M
123K $6.95M
MS
Morgan Stanley

Financial Services
55.1K
New
$104.42 - $134.99 $5.76M - $7.44M
55.1K $6.93M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
88.1K
New
$75.65 - $83.47 $6.67M - $7.35M
88.1K $6.71M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
191K
New
$33.39 - $37.66 $6.37M - $7.19M
191K $6.37M
ALL
Allstate Corp

Financial Services
32.8K
New
$181.25 - $208.2 $5.94M - $6.82M
32.8K $6.32M
DIS
Walt Disney CO

Communication Services
56.6K
New
$92.39 - $117.6 $5.23M - $6.65M
56.6K $6.3M
NEAR
Blackrock Short Maturity Bond

ETFs
124K
New
$50.28 - $51.08 $6.22M - $6.32M
124K $6.25M
MCK
Mckesson Corp

Healthcare
10.7K
New
$482.27 - $628.5 $5.17M - $6.74M
10.7K $6.11M
Activity Summary
Buys All Purchases 313 New Holdings 232 Increased Positions 81 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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