Holistic Planning, LLC Purchases and Sells in Q1 2025

Holistic Planning, LLC

$295 Billion
Q1 2025

Top Buys

Incresed Positions

74 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EA SERIES TRUST	247K + 43.49%	N/A	816K $16.6B
FTSM	39.9K + 15.25%	$59.78 - $60.03 $2.38M - $2.39M	301K $18B
SPY	3.61K + 100.84%	$551.42 - $612.93 $1.99M - $2.21M	7.19K $4.02B
STXG	59.6K + 19.08%	N/A	372K $14.9B
STRV	26.7K + 12.46%	N/A	241K $8.7B
WMT	6.44K + 32.16%	$84.5 - $105.05 $544K - $676K	26.5K $2.32B

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFEB	75.7K New	$41.74 - $43.57 $3.16M - $3.3M	75.7K $3.19B
RDVY	23K New	$57.22 - $63.39 $1.31M - $1.46M	23K $1.34B
RWL	12.6K New	$96.9 - $104.39 $1.22M - $1.31M	12.6K $1.25B
PKW	10.3K New	$109.15 - $120.99 $1.12M - $1.24M	10.3K $1.16B
FAUG	19K New	$44.96 - $47.9 $854K - $910K	19K $864M
HYLS	13.1K New	$40.95 - $41.77 $537K - $547K	13.1K $538M

Top Sells

Reduced Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USFR	-54.7K - 6.64%	$50.29 - $50.5 $2.75M - $2.76M	768K $38.7B
GOOGL	-940 - 8.52%	$154.33 - $206.19 $145K - $194K	10.1K $1.56B
IVW	-481 - 2.53%	$92.45 - $106.69 $44.5K - $51.3K	18.5K $1.72B
QMAR	-4.2K - 20.08%	$27.95 - $30.87 $117K - $129K	16.7K $472M
VYM	-1.6K - 3.68%	$126.11 - $135.06 $201K - $215K	41.7K $5.38B
MOAT	-788 - 5.32%	N/A	14K $1.23B

Activity Summary All Purchases 99 New Holdings 25 Increased Positions 74 All Sells 61 Reductions 61 Sold out 0 Calls 0 Puts 0

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