Financial Life Planners Purchases in Q4 2024

Financial Life Planners

  • $119 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.69K
New
$104.59 - $118.05 $176K - $199K
1.69K $183M
CARR
Carrier Global Corp

Industrials
2.68K
New
$66.69 - $82.65 $179K - $222K
2.68K $183M
ACN
Accenture PLC

Technology
509
New
$343.9 - $376.86 $175K - $192K
509 $179M
IYE
Ishares Tr

ETFs
3.85K
New
$43.93 - $51.37 $169K - $198K
3.85K $176M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
602
New
$278.19 - $315.36 $167K - $190K
602 $173M
JPM
Jpmorgan Chase & CO

Financial Services
700
New
$205.18 - $250.29 $144K - $175K
700 $168M
XT
Ishares Tr Exponential Technol

ETFs
2.75K
New
$58.7 - $62.72 $161K - $172K
2.75K $164M
Arm Holdings PLC
1.19K
New
N/A
1.19K $147M
AMD
Advanced Micro Devices Inc

Technology
1.21K
New
$118.88 - $172.8 $143K - $208K
1.21K $146M
SLV
I Shares Silver Trust

ETFs
5.25K
New
$26.33 - $31.74 $138K - $166K
5.25K $138M
DHR
Danaher Corp

Healthcare
564
New
$226.16 - $274.52 $128K - $155K
564 $130M
HD
Home Depot, Inc.

Consumer Cyclical
325
New
$385.02 - $431.37 $125K - $140K
325 $127M
OTIS
Otis Worldwide Corp

Industrials
1.34K
New
$92.57 - $106.01 $124K - $142K
1.34K $124M
IVE
Ishares S&P 500 Value ETF

ETFs
647
New
$189.5 - $206.17 $123K - $133K
647 $123M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
980
New
$121.89 - $135.52 $119K - $133K
980 $122M
IWB
Ishares Tr Russell 1000 ETF

ETFs
380
New
$311.11 - $335.64 $118K - $128K
380 $122M
WMT
Walmart Inc.

Consumer Defensive
1.31K
New
$79.1 - $95.7 $103K - $125K
1.31K $118M
VBR
Vanguard Small Cap Value ETF

ETFs
590
New
$197.36 - $217.3 $116K - $128K
590 $117M
XOM
Exxon Mobil Corp

Energy
1.08K
New
$105.51 - $125.37 $113K - $135K
1.08K $116M
MS
Morgan Stanley

Financial Services
882
New
$104.42 - $134.99 $92.1K - $119K
882 $111M
KO
Coca Cola CO

Consumer Defensive
1.65K
New
$61.74 - $71.71 $102K - $118K
1.65K $103M
TDG
Trans Digm Group Inc

Industrials
80
New
$1239.0 - $1442.53 $99.1K - $115K
80 $102M
IVW
Ishares S&P 500 Growth ETF

ETFs
999
New
$94.43 - $105.47 $94.3K - $105K
999 $101M
V
Visa Inc.

Financial Services
298
New
$273.87 - $320.91 $81.6K - $95.6K
298 $94.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.14K
New
$22.01 - $66.82 $91.1K - $277K
4.14K $93.9M
TJX
Tjx Companies Inc

Consumer Cyclical
771
New
$112.15 - $127.2 $86.5K - $98.1K
771 $93.2M
GE
General Electric CO

Industrials
548
New
$159.95 - $194.23 $87.7K - $106K
548 $91.6M
GLD
Spdr Gold Trust

ETFs
374
New
$236.59 - $257.5 $88.5K - $96.3K
374 $90.6M
TTD
Trade Desk, Inc.

Technology
760
New
$108.7 - $139.51 $82.6K - $106K
760 $89.3M
EW
Edwards Lifesciences Corp

Healthcare
1.2K
New
$64.54 - $75.92 $77.4K - $91.1K
1.2K $88.8M
VTV
Vanguard Value ETF

ETFs
513
New
$168.32 - $181.87 $86.3K - $93.3K
513 $86.8M
WFC
Wells Fargo & Company

Financial Services
1.23K
New
$54.98 - $77.35 $67.8K - $95.4K
1.23K $86.6M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
4.11K
New
$20.55 - $23.26 $84.4K - $95.6K
4.11K $86.5M
PM
Philip Morris International Inc.

Consumer Defensive
715
New
$118.38 - $133.06 $84.6K - $95.1K
715 $86.1M
HWM
Howmet Aerospace Inc.

Industrials
784
New
$99.72 - $120.09 $78.2K - $94.2K
784 $85.8M
DT
Dynatrace, Inc.

Technology
1.53K
New
$51.09 - $59.6 $78.3K - $91.4K
1.53K $83.3M
CAT
Caterpillar Inc

Industrials
228
New
$360.37 - $416.88 $82.2K - $95K
228 $82.9M
NANR
Spdr Index Shs Fds S&P North A

ETFs
1.6K
New
$50.02 - $58.31 $80K - $93.2K
1.6K $81.7M
XLE
Energy Sector Spdr

ETFs
953
New
$83.32 - $97.27 $79.4K - $92.7K
953 $81.7M
TRV
Travelers Companies, Inc.

Financial Services
337
New
$225.97 - $266.66 $76.2K - $89.9K
337 $81.6M
ISRG
Intuitive Surgical Inc

Healthcare
156
New
$471.27 - $550.62 $73.5K - $85.9K
156 $81.4M
NET
Cloudflare, Inc.

Technology
756
New
$78.11 - $117.56 $59.1K - $88.9K
756 $81.4M
FIX
Comfort Systems Usa Inc

Industrials
190
New
$370.68 - $504.12 $70.4K - $95.8K
190 $80.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.92K
New
$26.93 - $84.95 $78.6K - $248K
2.92K $79.7M
PG
Procter & Gamble CO

Consumer Defensive
441
New
$161.05 - $179.7 $71K - $79.2K
441 $74M
IBM
International Business Machines Corp

Technology
329
New
$204.9 - $238.04 $67.4K - $78.3K
329 $72.6M
COIN
Coinbase Global, Inc.

Technology
276
New
$163.17 - $343.62 $45K - $94.8K
276 $68.5M
RWK
Invesco Exchange Traded Fd Tr

ETFs
559
New
$114.67 - $126.49 $64.1K - $70.7K
559 $64.9M
BOTZ
Global X Fds

ETFs
1.93K
New
$31.11 - $34.18 $60.1K - $66.1K
1.93K $61.8M
Activity Summary
Buys All Purchases 411 New Holdings 411 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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