Essential Planning, Llc. Purchases in Q4 2024

Essential Planning, Llc.

  • $15 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TGT
Target Corp

Consumer Defensive
10.9K
New
$121.59 - $160.69 $1.32M - $1.75M
10.9K $1.47M
ES
Eversource Energy

Utilities
24.6K
New
$55.9 - $67.73 $1.37M - $1.66M
24.6K $1.41M
CRM
Salesforce, Inc.

Technology
4.11K
New
$270.87 - $367.87 $1.11M - $1.51M
4.11K $1.37M
DNP
Dnp Select Income Fund Inc

Financial Services
153K
New
$8.82 - $9.96 $1.35M - $1.52M
153K $1.35M
VOE
Vanguard Mid Cap Value Index F

ETFs
8.27K
New
$160.89 - $176.18 $1.33M - $1.46M
8.27K $1.34M
RDVY
First Trust Rising Dividend Ac

ETFs
22.2K
New
$58.65 - $64.37 $1.3M - $1.43M
22.2K $1.31M
SYK
Stryker Corp

Healthcare
3.64K
New
$345.14 - $392.15 $1.26M - $1.43M
3.64K $1.31M
SCI
Service Corp International

Consumer Cyclical
15.3K
New
$73.36 - $88.6 $1.12M - $1.35M
15.3K $1.22M
TSN
Tyson Foods, Inc.

Consumer Defensive
20.9K
New
$57.14 - $64.54 $1.2M - $1.35M
20.9K $1.2M
IEFA
Ishares Tr

ETFs
16.6K
New
$70.06 - $77.43 $1.16M - $1.29M
16.6K $1.17M
XLU
Utilities Sector Spdr

ETFs
14.7K
New
$74.89 - $82.93 $1.1M - $1.22M
14.7K $1.11M
ENB
Enbridge Inc

Energy
25.5K
New
$40.4 - $43.92 $1.03M - $1.12M
25.5K $1.08M
SMTC
Semtech Corp

Technology
17.3K
New
$40.58 - $69.1 $702K - $1.19M
17.3K $1.07M
K
Kellogg CO

Consumer Defensive
13K
New
$80.34 - $81.29 $1.04M - $1.06M
13K $1.05M
LMT
Lockheed Martin Corp

Industrials
2.15K
New
$479.66 - $614.62 $1.03M - $1.32M
2.15K $1.04M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3.58K
New
$278.19 - $315.36 $996K - $1.13M
3.58K $1.03M
VXF
Vanguard Extended Market ETF

ETFs
5.2K
New
$179.17 - $207.15 $932K - $1.08M
5.2K $987K
XT
Ishares Tr Exponential Technol

ETFs
16.3K
New
$58.7 - $62.72 $954K - $1.02M
16.3K $969K
BP
Bp PLC

Energy
32.5K
New
$28.16 - $33.14 $915K - $1.08M
32.5K $960K
SO
Southern CO

Utilities
11.5K
New
$81.5 - $94.15 $935K - $1.08M
11.5K $944K
CSQ
Calamos Strategic Total Return Fund

Financial Services
51.4K
New
$17.14 - $18.44 $881K - $948K
51.4K $910K
HSIC
Henry Schein Inc

Healthcare
13K
New
$66.54 - $77.66 $865K - $1.01M
13K $899K
SYY
Sysco Corp

Consumer Defensive
11.3K
New
$73.63 - $81.77 $833K - $925K
11.3K $864K
F
Ford Motor CO

Consumer Cyclical
86.1K
New
$9.69 - $11.4 $834K - $981K
86.1K $851K
NUE
Nucor Corp

Basic Materials
6.96K
New
$115.78 - $167.74 $805K - $1.17M
6.96K $811K
PPT
Putnam Premier Income Trust

Financial Services
227K
New
$3.49 - $3.73 $792K - $846K
227K $807K
BPOP
Popular, Inc.

Financial Services
8.14K
New
$88.46 - $102.59 $720K - $835K
8.14K $765K
DEO
Diageo PLC

Consumer Defensive
5.85K
New
$118.0 - $139.88 $690K - $818K
5.85K $743K
USFR
Wisdomtree Floating Rate Treas

ETFs
14.8K
New
$50.23 - $50.46 $741K - $745K
14.8K $742K
JCI
Johnson Controls International PLC

Industrials
9.41K
New
$74.23 - $86.6 $699K - $815K
9.41K $742K
IWN
Ishares Russell2000 Val ETF

ETFs
4.47K
New
$162.69 - $181.35 $727K - $811K
4.47K $733K
WBD
Warner Bros. Discovery, Inc.

Communication Services
69.2K
New
$7.33 - $12.37 $507K - $855K
69.2K $733K
CARR
Carrier Global Corp

Industrials
10.5K
New
$66.69 - $82.65 $698K - $865K
10.5K $714K
INCY
Incyte Corp

Healthcare
9.88K
New
$65.08 - $83.38 $643K - $824K
9.88K $682K
PIM
Putnam Master Intermediate Income Trust

Financial Services
205K
New
$3.21 - $3.42 $659K - $702K
205K $668K
C
Citigroup Inc

Financial Services
9.49K
New
$61.31 - $72.5 $582K - $688K
9.49K $668K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
10.3K
New
N/A
10.3K $665K
PPL
Ppl Corp

Utilities
20.2K
New
$31.47 - $35.0 $634K - $705K
20.2K $654K
PFF
Ishares Trust Ishares Pfd And

ETFs
20.6K
New
$31.23 - $33.51 $643K - $690K
20.6K $647K
SAM
Boston Beer CO Inc

Consumer Defensive
2.15K
New
$270.2 - $323.56 $580K - $694K
2.15K $643K
JBLU
Jetblue Airways Corp

Industrials
81.3K
New
$5.63 - $8.05 $457K - $654K
81.3K $638K
CAT
Caterpillar Inc

Industrials
1.69K
New
$360.37 - $416.88 $609K - $705K
1.69K $613K
DFAT
Dimensional ETF Tr U S Target

ETFs
10.7K
New
$54.54 - $61.04 $582K - $651K
10.7K $593K
COST
Costco Wholesale Corp

Consumer Defensive
634
New
$873.59 - $994.69 $554K - $631K
634 $580K
CFG
Citizens Financial Group Inc

Financial Services
13K
New
$39.92 - $48.46 $519K - $630K
13K $568K
GIS
General Mills Inc

Consumer Defensive
8.7K
New
$62.78 - $74.62 $546K - $649K
8.7K $554K
TSLA
Tesla, Inc.

Consumer Cyclical
1.31K
New
$213.65 - $479.86 $281K - $630K
1.31K $530K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
28.3K
New
$17.93 - $18.8 $507K - $532K
28.3K $515K
CLX
Clorox CO

Consumer Defensive
3.15K
New
$156.51 - $169.74 $493K - $535K
3.15K $511K
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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