Ofc Financial Planning, LLC New Holdings in Q4 2024

Ofc Financial Planning, LLC

  • $94.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
83.2K
New
$221.69 - $259.02 $18.4M - $21.5M
83.2K $20.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
24K
New
$521.84 - $558.82 $12.5M - $13.4M
24K $12.9B
IVV
Ishares Core S&P 500 ETF

ETFs
9.7K
New
$570.51 - $610.59 $5.54M - $5.93M
9.7K $5.71B
ICSH
Blackrock Ultra Short Term Bon

ETFs
98.7K
New
$50.35 - $50.69 $4.97M - $5M
98.7K $4.98B
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
77.5K
New
$52.0 - $55.66 $4.03M - $4.31M
77.5K $4.14B
SPY
Spdr S&P 500 ETF Trust

ETFs
6.3K
New
$567.81 - $607.81 $3.58M - $3.83M
6.3K $3.69B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
53.6K
New
$49.58 - $50.28 $2.66M - $2.69M
53.6K $2.66B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
35.9K
New
$58.88 - $64.8 $2.11M - $2.33M
35.9K $2.12B
VBR
Vanguard Small Cap Value ETF

ETFs
9.18K
New
$197.36 - $217.3 $1.81M - $1.99M
9.18K $1.82B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
31.6K
New
$56.06 - $61.35 $1.77M - $1.94M
31.6K $1.79B
IAU
Ishares Gold Trust

ETFs
33.8K
New
$48.37 - $52.65 $1.64M - $1.78M
33.8K $1.68B
MSFT
Microsoft Corp

Technology
3.76K
New
$406.35 - $454.46 $1.53M - $1.71M
3.76K $1.59B
VB
Vanguard Small Cap ETF

ETFs
6.29K
New
$233.76 - $261.58 $1.47M - $1.65M
6.29K $1.51B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
28.5K
New
$50.06 - $55.0 $1.43M - $1.57M
28.5K $1.43B
GLD
Spdr Gold Trust

ETFs
5.45K
New
$236.59 - $257.5 $1.29M - $1.4M
5.45K $1.32B
IVW
Ishares S&P 500 Growth ETF

ETFs
12.6K
New
$94.43 - $105.47 $1.19M - $1.33M
12.6K $1.28B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
28.1K
New
$44.04 - $49.49 $1.24M - $1.39M
28.1K $1.24B
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.51K
New
$311.11 - $335.64 $1.09M - $1.18M
3.51K $1.13B
IWR
Ishares Russell Mid Cap ETF

ETFs
11.8K
New
$87.25 - $95.52 $1.03M - $1.12M
11.8K $1.04B
Pacer Fds Tr
32K
New
N/A
32K $1.02B
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
31.6K
New
$31.36 - $32.75 $992K - $1.04M
31.6K $1.02B
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
22.5K
New
$43.97 - $45.33 $991K - $1.02M
22.5K $1.01B
BSTP
Innovator Etfs Tr Buffer Step

ETFs
29.9K
New
$32.41 - $33.9 $970K - $1.01M
29.9K $994M
VTV
Vanguard Value ETF

ETFs
5.86K
New
$168.32 - $181.87 $987K - $1.07M
5.86K $992M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
30K
New
$31.29 - $32.43 $939K - $973K
30K $961M
NUE
Nucor Corp

Basic Materials
7.53K
New
$115.78 - $167.74 $871K - $1.26M
7.53K $878M
NVDA
Nvidia Corp

Technology
6.48K
New
$117.0 - $148.88 $759K - $965K
6.48K $871M
IWM
Ishares Russell 2000 ETF

ETFs
3.84K
New
$216.13 - $242.4 $830K - $931K
3.84K $848M
LQD
Ishares Iboxx $ Investment Gra

ETFs
7.42K
New
$106.56 - $113.11 $791K - $840K
7.42K $793M
PWR
Quanta Services, Inc.

Industrials
2.41K
New
$296.05 - $346.6 $712K - $834K
2.41K $760M
VEA
Vanguard Ftse Developed Market

ETFs
15.4K
New
$47.57 - $52.44 $731K - $805K
15.4K $734M
VST
Vistra Corp.

Utilities
5.15K
New
$115.74 - $166.61 $596K - $858K
5.15K $710M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
35K
New
$19.99 - $20.7 $701K - $725K
35K $701M
CAT
Caterpillar Inc

Industrials
1.7K
New
$360.37 - $416.88 $611K - $707K
1.7K $615M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.75K
New
$124.26 - $134.12 $590K - $637K
4.75K $610M
VTI
Vanguard Total Stock Market Et

ETFs
2.1K
New
$280.04 - $302.45 $588K - $635K
2.1K $608M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
6.21K
New
$94.54 - $104.98 $587K - $652K
6.21K $594M
C
Citigroup Inc

Financial Services
8.14K
New
$61.31 - $72.5 $499K - $590K
8.14K $573M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.21K
New
$442.29 - $483.08 $537K - $586K
1.21K $550M
HD
Home Depot, Inc.

Consumer Cyclical
1.38K
New
$385.02 - $431.37 $531K - $594K
1.38K $536M
GOOG
Alphabet Inc.

Communication Services
2.7K
New
$163.08 - $198.16 $440K - $535K
2.7K $514M
MCD
Mcdonalds Corp

Consumer Cyclical
1.65K
New
$288.47 - $316.54 $476K - $522K
1.65K $478M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.22K
New
$75.1 - $82.99 $467K - $516K
6.22K $471M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
8.3K
New
$43.84 - $48.76 $364K - $405K
8.3K $365M
AMZN
Amazon Com Inc

Consumer Cyclical
1.58K
New
$180.88 - $232.93 $286K - $368K
1.58K $347M
GOOGL
Alphabet Inc.

Communication Services
1.82K
New
$161.86 - $196.66 $295K - $358K
1.82K $345M
TXN
Texas Instruments Inc

Technology
1.81K
New
N/A
1.81K $338M
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.78K
New
$94.77 - $97.36 $264K - $271K
2.78K $266M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.38K
New
$100.18 - $109.1 $238K - $259K
2.38K $249M
Activity Summary
Buys All Purchases 52 New Holdings 52 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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