Holistic Planning, LLC Incresed Positions in Q2 2025

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
7.25K
+ 55.77%
N/A
20.3K $476M
VB
Vanguard Small Cap ETF

ETFs
526
+ 11.28%
$193.73 - $237.37 $102K - $125K
5.19K $1.23B
DUK
Duke Energy Corp

Utilities
1.72K
+ 92.76%
$112.46 - $124.05 $193K - $213K
3.57K $421M
CGGR
Capital Group Growth ETF Shs C

ETFs
855
+ 3.52%
$30.53 - $40.65 $26.1K - $34.8K
25.2K $1.02B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
4.83K
+ 28.55%
$27.3 - $31.8 $132K - $154K
21.8K $692M
RDVY
First Trust Rising Dividend Ac

ETFs
1.16K
+ 5.04%
$51.6 - $62.74 $59.7K - $72.6K
24.1K $1.51B
LLY
Eli Lilly & CO

Healthcare
227
+ 79.09%
$713.71 - $898.95 $162K - $204K
514 $401M
VOE
Vanguard Mid Cap Value Index F

ETFs
865
+ 18.89%
$141.87 - $164.49 $123K - $142K
5.45K $896M
PKW
Invesco Exchange Traded Fd Tr

ETFs
331
+ 3.23%
$98.58 - $123.6 $32.6K - $40.9K
10.6K $1.31B
RWL
Invesco Exchange Traded Fd Tr

ETFs
783
+ 6.22%
$89.02 - $104.29 $69.7K - $81.7K
13.4K $1.39B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
52
+ 1.36%
$171.4 - $227.1 $8.91K - $11.8K
3.87K $879M
ENB
Enbridge Inc

Energy
2.84K
+ 23.71%
$41.09 - $47.16 $117K - $134K
14.8K $671M
VEA
Vanguard Ftse Developed Market

ETFs
682
+ 4.26%
$45.65 - $57.01 $31.1K - $38.9K
16.7K $951M
EFV
Msci Eafe Value ETF

ETFs
1.67K
+ 34.68%
$52.4 - $64.65 $87.5K - $108K
6.48K $411M
JNJ
Johnson & Johnson

Healthcare
1.04K
+ 34.38%
$146.36 - $159.82 $152K - $166K
4.07K $621M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
125
+ 8.51%
$141.37 - $228.57 $17.7K - $28.6K
1.59K $361M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.41K
+ 23.01%
$17.76 - $22.1 $60.5K - $75.3K
18.2K $403M
LOW
Lowes Companies Inc

Consumer Cyclical
557
+ 39.06%
$210.83 - $235.28 $117K - $131K
1.98K $440M
First Tr Exchng Traded Fd Vi
1.95K
+ 12.01%
N/A
18.2K $667M
Ea Series Trust
4.89K
+ 3.77%
N/A
135K $2.72B
First Tr Exchng Traded Fd Vi
2K
+ 12.0%
N/A
18.7K $656M
First Tr Exchng Traded Fd Vi
2.04K
+ 21.6%
N/A
11.5K $431M
DE
Deere & CO

Industrials
135
+ 19.18%
$412.99 - $531.48 $55.8K - $71.7K
839 $426M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
891
+ 8.43%
$51.16 - $62.02 $45.6K - $55.3K
11.5K $711M
STXD
Ea Ser Tr Strive 1000 Divid Gr
350
+ 1.02%
N/A
34.7K $1.21B
First Tr Exchng Traded Fd Vi
1.79K
+ 22.99%
N/A
9.56K $374M
PEP
Pepsico Inc

Consumer Defensive
1.23K
+ 30.95%
$128.02 - $151.37 $157K - $186K
5.2K $687M
First Tr Exchng Traded Fd Vi
1.5K
+ 10.49%
N/A
15.8K $585M
TSCO
Tractor Supply CO

Consumer Cyclical
1.77K
+ 47.28%
$47.86 - $55.77 $84.9K - $98.9K
5.52K $291M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
999
+ 11.49%
$75.05 - $77.34 $75K - $77.3K
9.69K $750M
HD
Home Depot, Inc.

Consumer Cyclical
227
+ 27.62%
$335.24 - $380.78 $76.1K - $86.4K
1.05K $385M
XLK
Technology Sector Spdr

ETFs
65
+ 4.58%
$179.73 - $253.23 $11.7K - $16.5K
1.48K $376M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.38K
+ 21.12%
$32.66 - $40.75 $45.2K - $56.4K
7.93K $321M
NOW
Service Now, Inc.

Technology
10
+ 3.26%
$721.65 - $1040.18 $7.22K - $10.4K
317 $326M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
171
+ 17.87%
$224.16 - $285.86 $38.3K - $48.9K
1.13K $323M
IWM
Ishares Russell 2000 ETF

ETFs
198
+ 10.17%
$174.82 - $215.79 $34.6K - $42.7K
2.15K $463M
First Tr Exchng Traded Fd Vi
1.5K
+ 21.89%
N/A
8.35K $326M
IVE
Ishares S&P 500 Value ETF

ETFs
77
+ 0.65%
$168.34 - $195.42 $13K - $15K
11.9K $2.33B
Ea Series Trust
899
+ 11.44%
N/A
8.75K $313M
IWD
Ishares Russell 1000 Val ETF

ETFs
203
+ 3.93%
$166.82 - $194.23 $33.9K - $39.4K
5.36K $1.04B
SCHG
Schwab Strategic Tr Us Large C

ETFs
1K
+ 10.25%
$22.27 - $29.21 $22.3K - $29.2K
10.8K $314M
Invesco Exchange Traded Fd T
551
+ 8.54%
N/A
7K $482M
VBR
Vanguard Small Cap Value ETF

ETFs
121
+ 2.36%
$162.76 - $195.77 $19.7K - $23.7K
5.25K $1.02B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5
+ 0.16%
$376.48 - $440.65 $1.88K - $2.2K
3.12K $1.37B
XLP
Consumer Staples Sector Spdr

ETFs
903
+ 6.98%
N/A
13.8K $1.12B
IWB
Ishares Tr Russell 1000 ETF

ETFs
88
+ 8.8%
$272.36 - $339.57 $24K - $29.9K
1.09K $370M
First Tr Exchng Traded Fd Vi
2.4K
+ 22.85%
N/A
12.9K $294M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
563
+ 5.89%
$85.42 - $94.39 $48.1K - $53.1K
10.1K $950M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
519
+ 7.7%
$46.04 - $53.67 $23.9K - $27.9K
7.26K $390M
Activity Summary
Buys All Purchases 164 New Holdings 30 Increased Positions 134 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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