Essential Planning, Llc. Purchases in Q4 2024

Essential Planning, Llc.

  • $15 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CMCSA
Comcast Corp

Communication Services
163K
New
$37.39 - $45.14 $6.08M - $7.34M
163K $6.1M
ED
Consolidated Edison Inc

Utilities
67.7K
New
$88.87 - $107.38 $6.02M - $7.27M
67.7K $6.04M
FV
First Trust Dorsey Wright Focu

ETFs
97.5K
New
$57.47 - $62.82 $5.6M - $6.12M
97.5K $5.76M
VNQ
Vanguard Specialized Funds Van

ETFs
64.6K
+ 2862.18%
$87.85 - $98.6 $5.68M - $6.37M
66.9K $5.96M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
210K
New
$26.93 - $84.95 $5.66M - $17.8M
210K $5.74M
IVW
Ishares S&P 500 Growth ETF

ETFs
55.8K
New
$94.43 - $105.47 $5.27M - $5.89M
55.8K $5.67M
AOA
Ishares Tr Core Aggressive All

ETFs
73.9K
New
$76.61 - $79.88 $5.66M - $5.9M
73.9K $5.66M
CVX
Chevron Corp

Energy
38.6K
New
$141.15 - $162.53 $5.45M - $6.27M
38.6K $5.59M
MAR
Marriott International Inc

Consumer Cyclical
20K
New
$246.06 - $292.59 $4.91M - $5.84M
20K $5.57M
PFE
Pfizer Inc

Healthcare
210K
New
$24.8 - $30.19 $5.2M - $6.33M
210K $5.56M
ICSH
Blackrock Ultra Short Term Bon

ETFs
99.7K
New
$50.35 - $50.69 $5.02M - $5.06M
99.7K $5.03M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
43.1K
New
$111.85 - $120.71 $4.82M - $5.2M
43.1K $4.96M
VT
Vanguard Total World Stk Index

ETFs
42.1K
New
$117.09 - $123.07 $4.93M - $5.18M
42.1K $4.94M
EFA
Ishares Tr Msci Eafe ETF

ETFs
65.3K
New
$75.1 - $82.99 $4.9M - $5.42M
65.3K $4.93M
DFS
Discover Financial Services

Financial Services
27.6K
New
$136.3 - $182.67 $3.76M - $5.03M
27.6K $4.77M
GE
General Electric CO

Industrials
28.3K
New
$159.95 - $194.23 $4.53M - $5.5M
28.3K $4.73M
GLD
Spdr Gold Trust

ETFs
19.5K
New
$236.59 - $257.5 $4.61M - $5.02M
19.5K $4.72M
AMZN
Amazon Com Inc

Consumer Cyclical
21K
+ 1122.44%
$180.88 - $232.93 $3.79M - $4.88M
22.8K $5.01M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
527K
New
$8.51 - $9.15 $4.49M - $4.83M
527K $4.53M
KLAC
Kla Corp

Technology
7.09K
New
$614.46 - $829.55 $4.35M - $5.88M
7.09K $4.46M
MMM
3 M CO

Industrials
34.5K
New
$124.74 - $137.12 $4.3M - $4.73M
34.5K $4.45M
AVXL
Anavex Life Sciences Corp.

Healthcare
413K
New
$5.11 - $12.56 $2.11M - $5.19M
413K $4.44M
XEL
Xcel Energy Inc

Utilities
65K
New
$62.16 - $72.92 $4.04M - $4.74M
65K $4.39M
ISRG
Intuitive Surgical Inc

Healthcare
8.23K
New
$471.27 - $550.62 $3.88M - $4.53M
8.23K $4.3M
XLI
Industrial Sector Spdr

ETFs
32.5K
New
$131.76 - $143.99 $4.28M - $4.68M
32.5K $4.28M
PEP
Pepsico Inc

Consumer Defensive
28.1K
New
$151.29 - $176.1 $4.25M - $4.95M
28.1K $4.27M
JEPI
J P Morgan Exchange Traded Fd

ETFs
72.9K
New
$57.53 - $60.83 $4.19M - $4.43M
72.9K $4.19M
UNP
Union Pacific Corp

Industrials
18.2K
New
$223.15 - $249.32 $4.07M - $4.55M
18.2K $4.16M
IWM
Ishares Russell 2000 ETF

ETFs
17.9K
New
$216.13 - $242.4 $3.86M - $4.33M
17.9K $3.95M
IYY
Ishares Tr

ETFs
27.3K
New
$138.14 - $149.13 $3.77M - $4.07M
27.3K $3.91M
CSCO
Cisco Systems, Inc.

Technology
65.7K
New
$52.45 - $60.02 $3.45M - $3.94M
65.7K $3.89M
MA
Mastercard Inc

Financial Services
7.35K
New
$491.3 - $536.15 $3.61M - $3.94M
7.35K $3.87M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
10.1K
New
$340.59 - $380.5 $3.45M - $3.86M
10.1K $3.71M
NEE
Nextera Energy Inc

Utilities
51.1K
New
$69.77 - $85.43 $3.57M - $4.37M
51.1K $3.67M
AOR
Ishares Tr Core Growth Allocat

ETFs
62.1K
New
$57.32 - $59.66 $3.56M - $3.7M
62.1K $3.56M
QCOM
Qualcomm Inc

Technology
23.1K
New
$150.4 - $178.04 $3.47M - $4.11M
23.1K $3.54M
IVE
Ishares S&P 500 Value ETF

ETFs
18.3K
New
$189.5 - $206.17 $3.48M - $3.78M
18.3K $3.5M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
228K
New
$14.38 - $15.35 $3.27M - $3.49M
228K $3.4M
AMAT
Applied Materials Inc

Technology
20.7K
New
$161.44 - $213.89 $3.34M - $4.42M
20.7K $3.36M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
84.2K
New
$39.3 - $41.34 $3.31M - $3.48M
84.2K $3.32M
IBM
International Business Machines Corp

Technology
15K
New
$204.9 - $238.04 $3.06M - $3.56M
15K $3.29M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
101K
New
$31.55 - $32.84 $3.18M - $3.31M
101K $3.26M
CVS
Cvs Health Corp

Healthcare
72.1K
New
$43.78 - $67.46 $3.16M - $4.87M
72.1K $3.24M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
51.9K
New
$61.68 - $67.87 $3.2M - $3.52M
51.9K $3.23M
STT
State Street Corp

Financial Services
32.5K
New
$85.96 - $100.78 $2.79M - $3.28M
32.5K $3.19M
PRU
Prudential Financial Inc

Financial Services
26.8K
New
$114.59 - $129.52 $3.07M - $3.47M
26.8K $3.17M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
58.5K
New
$54.2 - $60.92 $3.17M - $3.56M
58.5K $3.17M
JNJ
Johnson & Johnson

Healthcare
21K
New
$143.34 - $165.86 $3.01M - $3.48M
21K $3.04M
WEC
Wec Energy Group, Inc.

Utilities
31.7K
New
$92.94 - $101.82 $2.95M - $3.23M
31.7K $2.98M
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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