Holistic Planning, LLC Purchases in Q3 2024

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
1.85K
New
$125.9 - $170.35 $233K - $316K
1.85K $316M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.58K
New
$79.92 - $88.19 $286K - $316K
3.58K $315M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
10.3K
New
$28.1 - $29.89 $291K - $309K
10.3K $309M
DE
Deere & CO

Industrials
703
New
$344.84 - $418.0 $242K - $294K
703 $294M
First Tr Exchng Traded Fd Vi
8.06K
New
N/A
8.06K $292M
LMT
Lockheed Martin Corp

Industrials
488
New
$460.3 - $584.56 $225K - $285K
488 $285M
NOW
Service Now, Inc.

Technology
319
New
$730.87 - $937.36 $233K - $299K
319 $285M
XLP
Consumer Staples Sector Spdr

ETFs
3.41K
New
$76.04 - $76.04 $260K - $260K
3.41K $283M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.43K
New
$49.93 - $51.15 $271K - $278K
5.43K $278M
First Tr Exchng Traded Fd Vi
7.49K
+ 90.74%
N/A
15.7K $547M
GLDM
World Gold Trust

ETFs
5.22K
New
$46.2 - $53.01 $241K - $277K
5.22K $272M
First Tr Exchng Traded Fd Vi
13K
New
N/A
13K $272M
LOW
Lowes Companies Inc

Consumer Cyclical
1K
New
$213.3 - $270.78 $214K - $271K
1K $271M
Capital Group Core Balanced
8.49K
New
N/A
8.49K $263M
ENB
Enbridge Inc

Energy
5.67K
+ 81.71%
$35.27 - $41.18 $200K - $233K
12.6K $512M
EFG
Msci Eafe Growth ETF

ETFs
2.4K
New
$96.84 - $108.77 $232K - $261K
2.4K $258M
GM
General Motors CO

Consumer Cyclical
5.55K
New
$39.95 - $49.9 $222K - $277K
5.55K $249M
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
5.84K
New
$37.43 - $39.97 $219K - $233K
5.84K $233M
SPY
Spdr S&P 500 ETF Trust

ETFs
90
+ 2.56%
$517.38 - $573.86 $46.6K - $51.6K
3.6K $2.07B
CAG
Conagra Brands Inc.

Consumer Defensive
7.03K
New
$28.13 - $32.83 $198K - $231K
7.03K $229M
First Tr Exchng Traded Fd Vi
10.5K
New
N/A
10.5K $227M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.38K
+ 41.97%
$57.32 - $62.65 $194K - $212K
11.4K $712M
XLV
Select Sector Spdr Fund Health

ETFs
1.43K
New
$143.3 - $157.24 $205K - $225K
1.43K $220M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.1K
New
$92.63 - $105.69 $195K - $222K
2.1K $219M
TSCO
Tractor Supply CO

Consumer Cyclical
732
New
$251.95 - $290.93 $184K - $213K
732 $213M
BSX
Boston Scientific Corp

Healthcare
2.54K
New
$72.96 - $84.0 $185K - $213K
2.54K $213M
BNDX
Vanguard Total International B

ETFs
4.18K
New
$48.42 - $50.35 $202K - $210K
4.18K $210M
ABBV
Abb Vie Inc.

Healthcare
1.06K
New
$163.84 - $199.33 $174K - $211K
1.06K $210M
First Tr Exchng Traded Fd Vi
5.75K
New
N/A
5.75K $204M
First Tr Exchng Traded Fd Vi
6.34K
New
N/A
6.34K $204M
COST
Costco Wholesale Corp

Consumer Defensive
229
New
$801.83 - $917.05 $184K - $210K
229 $203M
UNP
Union Pacific Corp

Industrials
765
+ 38.77%
$221.78 - $256.09 $170K - $196K
2.74K $675M
CVX
Chevron Corp

Energy
1.74K
+ 24.75%
$137.88 - $161.97 $240K - $282K
8.78K $1.29B
OEF
Ishares S&P 100 ETF

ETFs
98
+ 1.87%
$266.03 - $266.03 $26.1K - $26.1K
5.34K $1.48B
VBK
Vanguard Small Cap Growth ETF

ETFs
559
+ 12.73%
$240.48 - $267.94 $134K - $150K
4.95K $1.32B
SHEL
Shell PLC

Energy
2.73K
+ 53.85%
$65.65 - $73.28 $179K - $200K
7.79K $513M
TSLA
Tesla, Inc.

Consumer Cyclical
116
+ 7.15%
$191.76 - $263.26 $22.2K - $30.5K
1.74K $455M
STXD
Ea Ser Tr Strive 1000 Divid Gr
2.6K
+ 8.96%
N/A
31.6K $1.07B
XOM
Exxon Mobil Corp

Energy
1.29K
+ 7.93%
$109.72 - $119.0 $142K - $154K
17.6K $2.06B
V
Visa Inc.

Financial Services
603
+ 31.21%
$253.74 - $291.56 $153K - $176K
2.54K $697M
WFC
Wells Fargo & Company

Financial Services
2.79K
+ 61.33%
$51.58 - $60.97 $144K - $170K
7.33K $414M
IWD
Ishares Russell 1000 Val ETF

ETFs
544
+ 12.28%
$173.36 - $189.8 $94.3K - $103K
4.97K $944M
F
Ford Motor CO

Consumer Cyclical
13.9K
New
$9.71 - $14.55 $135K - $202K
13.9K $147M
IWF
Ishares Russell 1000 Gr ETF

ETFs
317
+ 44.03%
$332.02 - $382.76 $105K - $121K
1.04K $389M
JNJ
Johnson & Johnson

Healthcare
847
+ 39.43%
$145.48 - $167.38 $123K - $142K
3K $485M
JPM
Jpmorgan Chase & CO

Financial Services
471
+ 11.62%
$194.9 - $224.8 $91.8K - $106K
4.52K $954M
IWB
Ishares Tr Russell 1000 ETF

ETFs
277
+ 38.31%
$283.28 - $314.39 $78.5K - $87.1K
1K $314M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5
+ 0.02%
$87.56 - $95.49 $438 - $477
20.4K $1.94B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
85
+ 5.34%
$405.19 - $478.57 $34.4K - $40.7K
1.68K $772M
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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