Holistic Planning, LLC Incresed Positions in Q2 2025

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
288
+ 15.75%
$285.55 - $321.23 $82.2K - $92.5K
2.12K $619M
First Tr Exchng Traded Fd Vi
949
+ 16.5%
N/A
6.7K $257M
First Tr Exchng Traded Fd Vi
137
+ 0.78%
N/A
17.6K $619M
VZ
Verizon Communications Inc

Communication Services
1.74K
+ 10.57%
$41.67 - $45.62 $72.6K - $79.5K
18.2K $789M
EFA
Ishares Tr Msci Eafe ETF

ETFs
229
+ 9.02%
$72.96 - $90.39 $16.7K - $20.7K
2.77K $247M
GM
General Motors CO

Consumer Cyclical
419
+ 7.25%
$42.48 - $50.46 $17.8K - $21.1K
6.2K $305M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.19K
+ 7.72%
$24.48 - $24.9 $29.2K - $29.7K
16.7K $415M
F
Ford Motor CO

Consumer Cyclical
1.82K
+ 17.68%
$8.69 - $10.85 $15.8K - $19.8K
12.1K $132M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
247
+ 2.42%
$96.84 - $99.46 $23.9K - $24.6K
10.5K $1.04B
GLD
Spdr Gold Trust

ETFs
16
+ 1.22%
$273.71 - $316.29 $4.38K - $5.06K
1.33K $405M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
19
+ 0.39%
$90.56 - $109.49 $1.72K - $2.08K
4.95K $541M
XLV
Select Sector Spdr Fund Health

ETFs
736
+ 11.17%
$128.77 - $144.3 $94.8K - $106K
7.32K $987M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
359
+ 2.48%
$40.82 - $43.14 $14.7K - $15.5K
14.8K $639M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
443
+ 8.54%
$45.12 - $46.23 $20K - $20.5K
5.63K $260M
VGIT
Vanguard Intermediate Term Tre

ETFs
233
+ 1.78%
$58.63 - $59.9 $13.7K - $14K
13.3K $795M
BSX
Boston Scientific Corp

Healthcare
3
+ 0.12%
$89.7 - $107.41 $269 - $322
2.58K $277M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.5K
+ 9.42%
$24.32 - $27.87 $36.5K - $41.8K
17.4K $462M
FTSL
First Trust Senior Ln Fund

ETFs
271
+ 2.81%
$44.58 - $46.07 $12.1K - $12.5K
9.9K $454M
PG
Procter & Gamble CO

Consumer Defensive
1.24K
+ 7.44%
$157.66 - $172.39 $196K - $214K
18K $2.86B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
62
+ 1.86%
$102.02 - $103.5 $6.33K - $6.42K
3.4K $350M
VGLT
Vanguard Long Term Treasury Et

ETFs
419
+ 3.16%
$53.66 - $58.71 $22.5K - $24.6K
13.7K $769M
SO
Southern CO

Utilities
2
+ 0.04%
$84.91 - $92.56 $170 - $185
4.99K $458M
UNP
Union Pacific Corp

Industrials
28
+ 1.04%
$208.27 - $238.46 $5.83K - $6.68K
2.73K $629M
SHEL
Shell PLC

Energy
7
+ 0.1%
$59.75 - $73.05 $418 - $511
6.68K $470M
EPD
Enterprise Products Partners L.P.

Energy
188
+ 1.78%
$28.95 - $34.22 $5.44K - $6.43K
10.8K $333M
COP
Conocophillips

Energy
77
+ 3.42%
$82.66 - $106.1 $6.36K - $8.17K
2.33K $209M
PFE
Pfizer Inc

Healthcare
1.18K
+ 2.3%
$21.59 - $24.84 $25.5K - $29.3K
52.4K $1.27B
BP
Bp PLC

Energy
4
+ 0.05%
$26.11 - $33.81 $104 - $135
7.39K $221M
MRK
Merck & Co., Inc.

Healthcare
349
+ 5.26%
$73.47 - $87.12 $25.6K - $30.4K
6.98K $553M
DRLL
Ea Ser Tr Strive U S Energy Et
30
+ 0.14%
N/A
21.7K $589M
CVX
Chevron Corp

Energy
911
+ 9.1%
$133.73 - $168.51 $122K - $154K
10.9K $1.56B
XLE
Energy Sector Spdr

ETFs
1.5K
+ 5.35%
$76.44 - $94.13 $115K - $141K
29.5K $2.5B
XOM
Exxon Mobil Corp

Energy
419
+ 2.37%
$99.93 - $119.04 $41.9K - $49.9K
18.1K $1.95B
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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