Holistic Planning, LLC New Holdings in Q3 2024

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Ea Series Trust
165K
New
N/A
165K $4.28B
First Tr Exchng Traded Fd Vi
36.1K
New
N/A
36.1K $1.1B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.45K
New
$386.81 - $423.12 $947K - $1.04M
2.45K $1.04B
XLE
Energy Sector Spdr

ETFs
10.7K
New
$84.35 - $93.39 $900K - $996K
10.7K $937M
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
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
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
20.9K
New
$26.36 - $28.69 $551K - $599K
20.9K $598M
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
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
SO
Southern CO

Utilities
4.64K
New
$77.0 - $90.52 $358K - $420K
4.64K $419M
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
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
8.09K
New
N/A
8.09K $273M
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
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
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
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
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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