Essential Planning, Llc. New Holdings in Q4 2024

Essential Planning, Llc.

  • $15 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
69.7K
New
$161.05 - $179.7 $11.2M - $12.5M
69.7K $11.7M
MUB
Ishares National Muni Bond ETF

ETFs
108K
New
$105.78 - $108.7 $11.5M - $11.8M
108K $11.5M
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
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
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
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
D
Dominion Energy, Inc

Utilities
97.5K
New
$52.63 - $60.92 $5.13M - $5.94M
97.5K $5.25M
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
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
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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