Essential Planning, Llc. New Holdings in Q4 2024

Essential Planning, Llc.

  • $15 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
6.67K
New
$273.87 - $320.91 $1.83M - $2.14M
6.67K $2.11M
VTV
Vanguard Value ETF

ETFs
12.4K
New
$168.32 - $181.87 $2.09M - $2.26M
12.4K $2.11M
INTC
Intel Corp

Technology
104K
New
$19.07 - $26.23 $1.98M - $2.73M
104K $2.08M
COF
Capital One Financial Corp

Financial Services
11.7K
New
$145.19 - $192.01 $1.7M - $2.24M
11.7K $2.08M
PAYX
Paychex Inc

Industrials
14.6K
New
$135.86 - $148.73 $1.98M - $2.16M
14.6K $2.04M
AEP
American Electric Power CO Inc

Utilities
21.3K
New
$90.91 - $102.21 $1.94M - $2.18M
21.3K $1.97M
MAS
Masco Corp

Industrials
26.7K
New
$72.52 - $85.73 $1.93M - $2.28M
26.7K $1.93M
PNC
Pnc Financial Services Group, Inc.

Financial Services
9.82K
New
$178.39 - $215.0 $1.75M - $2.11M
9.82K $1.89M
XLC
Select Sector Spdr Tr Communic

ETFs
19.5K
New
$89.66 - $102.16 $1.75M - $1.99M
19.5K $1.89M
VLO
Valero Energy Corp

Energy
15.3K
New
$118.59 - $144.02 $1.81M - $2.2M
15.3K $1.87M
LHX
L3 Harris Technologies, Inc.

Industrials
8.49K
New
$208.94 - $264.22 $1.77M - $2.24M
8.49K $1.79M
BAC
Bank Of America Corp

Financial Services
39.6K
New
$39.22 - $47.77 $1.55M - $1.89M
39.6K $1.74M
DUK
Duke Energy Corp

Utilities
15.9K
New
$105.76 - $120.76 $1.68M - $1.91M
15.9K $1.71M
EMR
Emerson Electric CO

Industrials
13.6K
New
$108.13 - $134.33 $1.47M - $1.82M
13.6K $1.68M
RGA
Reinsurance Group Of America Inc

Financial Services
7.61K
New
$201.26 - $231.95 $1.53M - $1.76M
7.61K $1.62M
IAK
Ishares Tr

ETFs
12.7K
New
$123.78 - $138.16 $1.57M - $1.75M
12.7K $1.6M
EOG
Eog Resources Inc

Energy
13K
New
$118.22 - $136.54 $1.54M - $1.78M
13K $1.59M
CMRE
Costamare Inc.

Industrials
124K
New
$12.39 - $15.71 $1.54M - $1.95M
124K $1.59M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
140K
New
$11.1 - $12.03 $1.55M - $1.68M
140K $1.58M
HD
Home Depot, Inc.

Consumer Cyclical
3.98K
New
$385.02 - $431.37 $1.53M - $1.72M
3.98K $1.55M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
63.5K
New
$23.17 - $26.26 $1.47M - $1.67M
63.5K $1.53M
NJR
New Jersey Resources Corp

Utilities
32.5K
New
$45.17 - $51.61 $1.47M - $1.68M
32.5K $1.52M
DVY
Ishares Tr

ETFs
11.4K
New
$129.55 - $143.41 $1.47M - $1.63M
11.4K $1.49M
ORCL
Oracle Corp

Technology
8.84K
New
$165.41 - $192.43 $1.46M - $1.7M
8.84K $1.47M
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
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
79.5K
New
$13.54 - $14.25 $1.08M - $1.13M
79.5K $1.11M
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
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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