Holistic Planning, LLC Purchases in Q3 2024

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
717K
+ 384.63%
$50.2 - $50.48 $36M - $36.2M
903K $45.3B
STXV
Ea Ser Tr Strive 1000 Value Et
387K
+ 211.59%
N/A
569K $17.3B
STXG
Ea Ser Tr Strive 1000 Growth E
203K
+ 221.47%
N/A
295K $12.2B
Ea Series Trust
165K
New
N/A
165K $4.28B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
29.8K
+ 268.98%
$117.9 - $128.2 $3.51M - $3.82M
40.9K $5.24B
VO
Vanguard Mid Cap ETF

ETFs
8.65K
+ 120.23%
$237.84 - $263.83 $2.06M - $2.28M
15.9K $4.18B
PG
Procter & Gamble CO

Consumer Defensive
12.2K
+ 269.37%
$160.76 - $177.82 $1.97M - $2.17M
16.8K $2.9B
MSFT
Microsoft Corp

Technology
4.75K
+ 80.28%
$395.15 - $467.56 $1.88M - $2.22M
10.7K $4.59B
VUG
Vanguard Growth ETF

ETFs
4.16K
+ 42.51%
$341.08 - $391.94 $1.42M - $1.63M
13.9K $5.35B
First Tr Exchng Traded Fd Vi
39.4K
+ 230.9%
N/A
56.5K $2.08B
STRV
Ea Ser Tr Strive 500 ETF
29.8K
+ 49.54%
N/A
90K $3.32B
STXK
Ea Ser Tr Strive 2000 ETF
37.4K
+ 114.9%
N/A
69.9K $2.19B
Ea Series Trust
54.2K
+ 150.25%
N/A
90.2K $1.87B
First Tr Exchng Traded Fd Vi
36.1K
New
N/A
36.1K $1.1B
AAPL
Apple Inc.

Technology
903
+ 6.38%
$207.23 - $234.82 $187K - $212K
15.1K $3.51B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.45K
New
$386.81 - $423.12 $947K - $1.04M
2.45K $1.04B
VOT
Vanguard Mid Cap Growth Index

ETFs
4.04K
+ 137.67%
$218.05 - $243.47 $880K - $982K
6.97K $1.7B
IVV
Ishares Core S&P 500 ETF

ETFs
1.15K
+ 19.87%
$520.18 - $576.82 $599K - $664K
6.95K $4.01B
XLE
Energy Sector Spdr

ETFs
10.7K
New
$84.35 - $93.39 $900K - $996K
10.7K $937M
PFE
Pfizer Inc

Healthcare
31.7K
+ 215.77%
$27.7 - $31.39 $878K - $994K
46.4K $1.34B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.49K
+ 32.16%
$434.77 - $502.96 $650K - $751K
6.14K $3B
WMT
Walmart Inc.

Consumer Defensive
8.43K
+ 73.82%
$66.91 - $81.4 $564K - $686K
19.8K $1.6B
MPC
Marathon Petroleum Corp

Energy
5.6K
New
$158.61 - $180.75 $888K - $1.01M
5.6K $912M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
14.6K
New
$59.61 - $60.15 $871K - $879K
14.6K $874M
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.1K
New
$71.45 - $75.64 $795K - $842K
11.1K $836M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.96K
+ 46.43%
$84.77 - $97.13 $505K - $579K
18.8K $1.8B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9.1K
New
$74.26 - $78.84 $676K - $717K
9.1K $713M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.98K
New
$96.25 - $101.98 $672K - $712K
6.98K $707M
DMAR
First Tr Ex Tr Viii Cboe Vest
18.2K
New
$35.04 - $37.34 $638K - $679K
18.2K $679M
VZ
Verizon Communications Inc

Communication Services
13.7K
New
$38.89 - $45.0 $533K - $617K
13.7K $616M
VV
Vanguard Large Cap ETF

ETFs
1.83K
+ 34.06%
$236.92 - $263.4 $432K - $481K
7.18K $1.89B
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
20.9K
New
$26.36 - $28.69 $551K - $599K
20.9K $598M
VIG
Vanguard Dividend Appreciation

ETFs
1.89K
+ 14.64%
$182.15 - $182.15 $344K - $344K
14.8K $2.93B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5.92K
+ 151.33%
$83.76 - $91.82 $496K - $544K
9.83K $898M
QJUN
First Tr ETF
21.1K
New
$24.85 - $27.22 $525K - $575K
21.1K $571M
First Tr Exchng Traded Fd Vi
17.5K
New
N/A
17.5K $557M
First Tr Exchng Traded Fd Vi
14.4K
New
N/A
14.4K $518M
AMZN
Amazon Com Inc

Consumer Cyclical
2.05K
+ 15.01%
$161.02 - $200.0 $329K - $409K
15.7K $2.92B
IBM
International Business Machines Corp

Technology
2.08K
New
$175.1 - $223.38 $364K - $465K
2.08K $460M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.12K
New
$79.29 - $84.02 $406K - $430K
5.12K $429M
VTI
Vanguard Total Stock Market Et

ETFs
1.34K
+ 68.23%
$255.18 - $283.2 $341K - $379K
3.3K $934M
SO
Southern CO

Utilities
4.64K
New
$77.0 - $90.52 $358K - $420K
4.64K $419M
GOOGL
Alphabet Inc.

Communication Services
1.68K
+ 18.17%
$148.65 - $191.18 $249K - $320K
10.9K $1.81B
NVDA
Nvidia Corp

Technology
11.1K
+ 869.58%
$98.91 - $134.91 $1.09M - $1.49M
12.3K $1.5B
First Tr Exchng Traded Fd Vi
9.72K
New
N/A
9.72K $344M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
6.74K
New
$46.67 - $50.52 $315K - $341K
6.74K $341M
RF
Regions Financial Corp

Financial Services
14.4K
New
$19.51 - $23.42 $281K - $338K
14.4K $336M
IEFA
Ishares Tr

ETFs
4.3K
New
$70.09 - $78.74 $301K - $338K
4.3K $335M
AVGO
Broadcom Inc.

Technology
5.37K
+ 1039.73%
$136.27 - $1745.86 $731K - $9.37M
5.88K $1.01B
Activity Summary
Buys All Purchases 116 New Holdings 51 Increased Positions 65 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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