Holistic Planning, LLC Incresed Positions 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
VUG
Vanguard Growth ETF

ETFs
933
+ 6.69%
$378.79 - $428.11 $353K - $399K
14.9K $6.1B
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
AMZN
Amazon Com Inc

Consumer Cyclical
377
+ 2.41%
$180.88 - $232.93 $68.2K - $87.8K
16K $3.52B
QQQ
Invesco Qqq Trust, Series 1

ETFs
596
+ 9.71%
$481.22 - $538.17 $287K - $321K
6.74K $3.44B
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
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
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
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
Ea Series Trust
8.97K
+ 5.45%
N/A
174K $4.52B
WMT
Walmart Inc.

Consumer Defensive
175
+ 0.88%
$79.1 - $95.7 $13.8K - $16.7K
20K $1.81B
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
VOT
Vanguard Mid Cap Growth Index

ETFs
371
+ 5.33%
$241.48 - $274.89 $89.6K - $102K
7.34K $1.86B
GOOG
Alphabet Inc.

Communication Services
410
+ 11.05%
$163.08 - $198.16 $66.9K - $81.2K
4.12K $785M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2K
+ 28.7%
$96.64 - $101.23 $194K - $203K
8.98K $870M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
296
+ 12.09%
$417.69 - $450.94 $124K - $133K
2.75K $1.17B
IVW
Ishares S&P 500 Growth ETF

ETFs
222
+ 1.18%
$94.43 - $105.47 $21K - $23.4K
19K $1.93B
V
Visa Inc.

Financial Services
74
+ 2.92%
$273.87 - $320.91 $20.3K - $23.7K
2.61K $825M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.1K
+ 18.89%
$71.75 - $75.11 $151K - $158K
13.2K $951M
First Tr Exchng Traded Fd Vi
3.11K
+ 23.41%
N/A
16.4K $574M
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.5K
+ 404.71%
$25.93 - $105.3 $220K - $895K
10.6K $296M
STXK
Ea Ser Tr Strive 2000 ETF
2.53K
+ 3.62%
N/A
72.4K $2.26B
Capital Group Core Balanced
2.1K
+ 24.75%
N/A
10.6K $331M
GM
General Motors CO

Consumer Cyclical
214
+ 3.86%
$44.82 - $60.2 $9.59K - $12.9K
5.76K $307M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
569
+ 13.12%
$113.92 - $127.38 $64.8K - $72.5K
4.91K $565M
CRM
Salesforce, Inc.

Technology
6
+ 0.68%
$270.87 - $367.87 $1.63K - $2.21K
894 $299M
IWF
Ishares Russell 1000 Gr ETF

ETFs
70
+ 6.75%
$370.24 - $418.94 $25.9K - $29.3K
1.11K $445M
ENB
Enbridge Inc

Energy
547
+ 4.34%
$40.4 - $43.92 $22.1K - $24K
13.1K $558M
BNDX
Vanguard Total International B

ETFs
825
+ 19.74%
$48.91 - $50.61 $40.4K - $41.8K
5K $245M
COST
Costco Wholesale Corp

Consumer Defensive
30
+ 13.1%
$873.59 - $994.69 $26.2K - $29.8K
259 $237M
META
Meta Platforms, Inc.

Communication Services
30
+ 2.6%
$554.08 - $632.68 $16.6K - $19K
1.18K $692M
ABBV
Abb Vie Inc.

Healthcare
293
+ 27.62%
$164.99 - $203.87 $48.3K - $59.7K
1.35K $241M
PFE
Pfizer Inc

Healthcare
5.21K
+ 11.24%
$24.8 - $30.19 $129K - $157K
51.6K $1.37B
RF
Regions Financial Corp

Financial Services
992
+ 6.88%
$22.45 - $27.47 $22.3K - $27.3K
15.4K $362M
IWR
Ishares Russell Mid Cap ETF

ETFs
263
+ 7.35%
$87.25 - $95.52 $22.9K - $25.1K
3.84K $340M
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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