Holistic Planning, LLC Purchases in Q4 2024

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
247K
+ 1689.74%
$59.74 - $60.03 $14.7M - $14.8M
261K $15.6B
Ea Series Trust
289K
+ 103.17%
N/A
569K $11.5B
STRV
Ea Ser Tr Strive 500 ETF
125K
+ 138.38%
N/A
215K $8.11B
XLE
Energy Sector Spdr

ETFs
16.8K
+ 157.42%
$83.32 - $97.27 $1.4M - $1.63M
27.5K $2.35B
STXG
Ea Ser Tr Strive 1000 Growth E
17.5K
+ 5.96%
N/A
312K $13.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.03K
+ 17.13%
$521.84 - $558.82 $1.06M - $1.13M
13.9K $7.46B
GLDM
World Gold Trust

ETFs
17.8K
+ 341.59%
$50.76 - $55.23 $905K - $984K
23K $1.2B
VGIT
Vanguard Intermediate Term Tre

ETFs
13.2K
New
$57.78 - $60.4 $764K - $798K
13.2K $767M
VUG
Vanguard Growth ETF

ETFs
933
+ 6.69%
$378.79 - $428.11 $353K - $399K
14.9K $6.1B
VGLT
Vanguard Long Term Treasury Et

ETFs
13.4K
New
$55.1 - $61.74 $738K - $827K
13.4K $741M
First Tr Exchng Traded Fd Vi
18.6K
+ 54.88%
N/A
52.6K $1.84B
XLP
Consumer Staples Sector Spdr

ETFs
8.67K
+ 253.87%
N/A
12.1K $950M
XLV
Select Sector Spdr Fund Health

ETFs
4.82K
+ 337.32%
$136.28 - $154.74 $656K - $745K
6.25K $859M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
14.4K
New
$42.25 - $43.54 $610K - $628K
14.4K $619M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
14.1K
New
$42.33 - $43.3 $597K - $611K
14.1K $601M
AMZN
Amazon Com Inc

Consumer Cyclical
377
+ 2.41%
$180.88 - $232.93 $68.2K - $87.8K
16K $3.52B
First Tr Exchng Traded Fd Vi
15.7K
New
N/A
15.7K $529M
SHOC
Ea Ser Tr Strive U S Semicondu
11.3K
New
N/A
11.3K $521M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
11.7K
New
$38.63 - $39.95 $453K - $468K
11.7K $462M
QQQ
Invesco Qqq Trust, Series 1

ETFs
596
+ 9.71%
$481.22 - $538.17 $287K - $321K
6.74K $3.44B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.5K
New
$119.61 - $136.3 $419K - $477K
3.5K $432M
QJUN
First Tr ETF
12.3K
+ 58.3%
$26.78 - $28.75 $330K - $354K
33.5K $938M
AAPL
Apple Inc.

Technology
386
+ 2.56%
$221.69 - $259.02 $85.6K - $100K
15.4K $3.87B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.34K
New
$100.24 - $101.35 $335K - $338K
3.34K $336M
TSLA
Tesla, Inc.

Consumer Cyclical
175
+ 10.07%
$213.65 - $479.86 $37.4K - $84K
1.91K $773M
Ea Series Trust
20.2K
+ 22.36%
N/A
110K $2.19B
GLD
Spdr Gold Trust

ETFs
1.23K
New
$236.59 - $257.5 $291K - $316K
1.23K $298M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.45K
+ 5.98%
$126.68 - $134.74 $310K - $330K
43.3K $5.53B
GOOGL
Alphabet Inc.

Communication Services
140
+ 1.28%
$161.86 - $196.66 $22.7K - $27.5K
11K $2.09B
CGCP
Capital Group Core Plus Income

ETFs
12.5K
New
$22.13 - $23.17 $277K - $290K
12.5K $278M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
957
New
$278.19 - $315.36 $266K - $302K
957 $275M
STXV
Ea Ser Tr Strive 1000 Value Et
25.1K
+ 4.41%
N/A
594K $17.5B
DRLL
Ea Ser Tr Strive U S Energy Et
9.86K
+ 95.32%
N/A
20.2K $551M
NVDA
Nvidia Corp

Technology
729
+ 5.91%
$117.0 - $148.88 $85.3K - $109K
13.1K $1.75B
VTI
Vanguard Total Stock Market Et

ETFs
798
+ 24.19%
$280.04 - $302.45 $223K - $241K
4.1K $1.19B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.5K
New
$45.07 - $47.1 $248K - $259K
5.5K $249M
FSMD
Fidelity Covington Tr Small Mi

ETFs
5.97K
New
$40.75 - $44.85 $243K - $268K
5.97K $246M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
5.64K
New
$41.08 - $42.6 $232K - $240K
5.64K $237M
Ea Series Trust
8.97K
+ 5.45%
N/A
174K $4.52B
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
8.18K
New
$26.5 - $28.18 $217K - $231K
8.18K $226M
KMI
Kinder Morgan, Inc.

Energy
8.07K
New
$22.59 - $28.54 $182K - $230K
8.07K $221M
BP
Bp PLC

Energy
7.38K
New
$28.16 - $33.14 $208K - $245K
7.38K $218M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.68K
New
$110.69 - $154.48 $186K - $259K
1.68K $213M
DIS
Walt Disney CO

Communication Services
1.88K
New
$92.39 - $117.6 $174K - $221K
1.88K $209M
WMT
Walmart Inc.

Consumer Defensive
175
+ 0.88%
$79.1 - $95.7 $13.8K - $16.7K
20K $1.81B
SYY
Sysco Corp

Consumer Defensive
2.63K
New
$73.63 - $81.77 $194K - $215K
2.63K $201M
DAUG
First Tr ETF Viii Cboe Vest Us
5.05K
New
N/A
5.05K $200M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
5.99K
+ 57.89%
$29.73 - $30.81 $178K - $185K
16.3K $498M
VO
Vanguard Mid Cap ETF

ETFs
630
+ 3.97%
$261.5 - $284.63 $165K - $179K
16.5K $4.35B
Activity Summary
Buys All Purchases 97 New Holdings 23 Increased Positions 74 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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