Essential Planning, Llc. Purchases in Q4 2024

Essential Planning, Llc.

  • $15 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
4.42K
New
$111.93 - $119.39 $495K - $528K
4.42K $499K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
23.1K
New
$20.92 - $23.57 $483K - $544K
23.1K $493K
UPS
United Parcel Service Inc

Industrials
3.91K
New
$122.65 - $138.35 $479K - $540K
3.91K $492K
OPK
Opko Health, Inc.

Healthcare
331K
New
$1.4 - $1.64 $464K - $543K
331K $486K
CEG
Constellation Energy Corp

Utilities
2.15K
New
$224.28 - $285.52 $481K - $612K
2.15K $482K
VLUE
Ishares Msci Usa Value Factor

ETFs
4.55K
New
$104.01 - $115.38 $473K - $525K
4.55K $480K
BA
Boeing CO

Industrials
2.58K
New
$138.14 - $180.72 $356K - $466K
2.58K $456K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
7.03K
New
$58.39 - $67.04 $410K - $471K
7.03K $446K
VGT
Vanguard Information Technolog

ETFs
715
New
$571.78 - $647.97 $409K - $463K
715 $444K
TDC
Teradata Corp

Technology
13.8K
New
$28.47 - $33.38 $392K - $460K
13.8K $429K
PDI
Pimco Dynamic Income Fund

Financial Services
22K
New
$18.33 - $20.85 $403K - $458K
22K $402K
IONS
Ionis Pharmaceuticals Inc

Healthcare
11.4K
New
$33.73 - $40.36 $386K - $462K
11.4K $399K
GLW
Corning Inc

Technology
8.4K
New
$44.11 - $49.76 $371K - $418K
8.4K $399K
HPQ
Hp Inc

Technology
12K
New
$32.46 - $39.3 $388K - $470K
12K $390K
BMY
Bristol Myers Squibb CO

Healthcare
6.87K
New
$51.92 - $59.94 $357K - $412K
6.87K $388K
IIGD
Invesco Exch Trd Self Indexed

ETFs
15.7K
New
$24.14 - $24.81 $380K - $390K
15.7K $380K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.88K
New
$125.36 - $147.37 $361K - $424K
2.88K $378K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
15.5K
New
$21.45 - $24.97 $332K - $386K
15.5K $370K
SHW
Sherwin Williams CO

Basic Materials
1.05K
New
$338.75 - $399.71 $357K - $421K
1.05K $357K
CAR
Avis Budget Group, Inc.

Industrials
4.29K
New
$77.44 - $109.07 $332K - $468K
4.29K $345K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2K
+ 100.0%
$174.22 - $187.62 $348K - $375K
4K $700K
GS
Goldman Sachs Group Inc

Financial Services
500
+ 100.0%
$486.1 - $608.57 $243K - $304K
1K $572K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
13.2K
New
$23.29 - $23.93 $308K - $317K
13.2K $310K
OTIS
Otis Worldwide Corp

Industrials
3.25K
New
$92.57 - $106.01 $301K - $345K
3.25K $300K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.45K
New
$172.07 - $207.36 $250K - $301K
1.45K $286K
NFG
National Fuel Gas CO

Energy
4.44K
New
$58.89 - $64.23 $261K - $285K
4.44K $269K
IRT
Independence Realty Trust, Inc.

Real Estate
13.1K
New
$18.78 - $22.01 $246K - $289K
13.1K $260K
ASIX
Advan Six Inc.

Basic Materials
9.1K
New
$27.85 - $32.87 $253K - $299K
9.1K $259K
HPE
Hewlett Packard Enterprise CO

Technology
12K
New
$19.31 - $23.95 $231K - $286K
12K $255K
IYC
Ishares U.S. Consumer Discreti

ETFs
2.4K
+ 100.0%
$85.96 - $101.28 $206K - $243K
4.8K $461K
EXC
Exelon Corp

Utilities
6.5K
New
$36.22 - $40.97 $235K - $266K
6.5K $244K
MFC
Manulife Financial Corp

Financial Services
7.51K
New
$29.21 - $32.87 $219K - $247K
7.51K $230K
CME
Cme Group Inc.

Financial Services
975
New
$221.17 - $246.02 $216K - $240K
975 $226K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.5K
New
$148.29 - $166.93 $222K - $250K
1.5K $222K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.5K
+ 100.0%
$87.25 - $95.52 $218K - $239K
5K $442K
SPGI
S&P Global Inc.

Financial Services
424
New
$480.36 - $529.17 $204K - $224K
424 $211K
AZO
Autozone Inc

Consumer Cyclical
65
New
$2981.19 - $3370.27 $194K - $219K
65 $208K
XLE
Energy Sector Spdr

ETFs
2.21K
New
$83.32 - $97.27 $184K - $215K
2.21K $189K
CMPS
Compass Pathways PLC

Healthcare
18.4K
New
N/A
18.4K $157K
FISV
Fiserv Inc

Technology
1.17K
New
N/A
1.17K $146K
ATAI
Atai Life Sciences N.V.

Healthcare
84.4K
New
$1.06 - $1.78 $89.4K - $150K
84.4K $112K
UPLD
Upland Software, Inc.

Technology
13K
New
$2.13 - $5.31 $27.7K - $69K
13K $56K
SSL
Sasol LTD

Basic Materials
10.1K
New
$4.46 - $7.28 $45.2K - $73.8K
10.1K $46K
Arista Networks Inc
2K
New
N/A
2K $0
CRH.L
Crh PLC

Basic Materials
22.6K
New
N/A
22.6K $0
VUSB
Vanguard Bd Index Fds
43.7K
New
N/A
43.7K $0
Atlassian Corporation
29.3K
New
N/A
29.3K $0
Cybin Inc
15.6K
New
N/A
15.6K $0
Lam Research Corp
38.5K
New
N/A
38.5K $0
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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