Partners In Financial Planning New Holdings in Q4 2024

Partners In Financial Planning

  • $490 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
4.15K
New
$183.23 - $199.79 $760K - $829K
4.15K $768M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.67K
New
$442.29 - $483.08 $738K - $806K
1.67K $757M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
20.6K
New
$33.92 - $36.6 $700K - $755K
20.6K $714M
NKE
Nike, Inc.

Consumer Cyclical
8.87K
New
$73.36 - $89.13 $651K - $791K
8.87K $671M
DFAX
Dimensional ETF Tr
26.9K
New
$24.76 - $27.04 $665K - $727K
26.9K $668M
IEFA
Ishares Tr

ETFs
8.78K
New
$70.06 - $77.43 $615K - $680K
8.78K $617M
HES
Hess Corp

Energy
4.5K
New
$127.66 - $148.65 $574K - $668K
4.5K $598M
TFC
Truist Financial Corp

Financial Services
13.7K
New
$41.51 - $48.1 $568K - $658K
13.7K $593M
PG
Procter & Gamble CO

Consumer Defensive
3.49K
New
$161.05 - $179.7 $562K - $627K
3.49K $585M
LOW
Lowes Companies Inc

Consumer Cyclical
2.35K
New
$244.52 - $284.07 $574K - $667K
2.35K $579M
WMT
Walmart Inc.

Consumer Defensive
6.11K
New
$79.1 - $95.7 $483K - $585K
6.11K $552M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.67K
New
$96.64 - $101.23 $548K - $574K
5.67K $549M
SPY
Spdr S&P 500 ETF Trust

ETFs
922
New
$567.81 - $607.81 $524K - $560K
922 $540M
UDR
Udr, Inc.

Real Estate
12.4K
New
$41.3 - $46.33 $511K - $573K
12.4K $537M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
9.53K
New
$55.45 - $61.08 $528K - $582K
9.53K $528M
CSX
Csx Corp

Industrials
15.8K
New
$31.58 - $36.88 $499K - $583K
15.8K $510M
GOOG
Alphabet Inc.

Communication Services
2.58K
New
$163.08 - $198.16 $421K - $511K
2.58K $491M
MCD
Mcdonalds Corp

Consumer Cyclical
1.61K
New
$288.47 - $316.54 $465K - $510K
1.61K $467M
GOOGL
Alphabet Inc.

Communication Services
2.43K
New
$161.86 - $196.66 $394K - $478K
2.43K $460M
DHR
Danaher Corp

Healthcare
1.89K
New
$226.16 - $274.52 $427K - $518K
1.89K $433M
IWP
Ishares Russell Mid Cap Growth

ETFs
3.4K
New
$116.4 - $138.52 $396K - $471K
3.4K $431M
NKSH
National Bankshares Inc

Financial Services
14.6K
New
$28.24 - $32.1 $412K - $468K
14.6K $419M
JNJ
Johnson & Johnson

Healthcare
2.82K
New
$143.34 - $165.86 $404K - $467K
2.82K $407M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.84K
New
$94.43 - $105.47 $363K - $405K
3.84K $390M
IWS
Ishares Russell Midcap Value E

ETFs
2.91K
New
$128.08 - $140.32 $373K - $408K
2.91K $376M
META
Meta Platforms, Inc.

Communication Services
617
New
$554.08 - $632.68 $342K - $390K
617 $361M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.38K
New
$241.48 - $274.89 $332K - $378K
1.38K $349M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.42K
New
$61.68 - $67.87 $334K - $368K
5.42K $338M
AVGO
Broadcom Inc.

Technology
1.46K
New
$159.67 - $250.0 $233K - $364K
1.46K $338M
DFIV
Dimensional ETF Tr

ETFs
9.45K
New
$34.86 - $37.97 $329K - $359K
9.45K $335M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.85K
New
$113.92 - $127.38 $325K - $363K
2.85K $329M
CVX
Chevron Corp

Energy
2.12K
New
$141.15 - $162.53 $300K - $345K
2.12K $308M
TSLA
Tesla, Inc.

Consumer Cyclical
750
New
$213.65 - $479.86 $160K - $360K
750 $303M
PM
Philip Morris International Inc.

Consumer Defensive
2.52K
New
$118.38 - $133.06 $298K - $335K
2.52K $303M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
13.3K
New
$22.63 - $47.53 $301K - $631K
13.3K $301M
IWV
Ishares Russell 3000 ETF

ETFs
891
New
$323.08 - $349.08 $288K - $311K
891 $298M
Ge Vernova Inc
838
New
N/A
838 $276M
UNP
Union Pacific Corp

Industrials
1.2K
New
$223.15 - $249.32 $268K - $299K
1.2K $274M
COF
Capital One Financial Corp

Financial Services
1.51K
New
$145.19 - $192.01 $219K - $290K
1.51K $269M
IVE
Ishares S&P 500 Value ETF

ETFs
1.4K
New
$189.5 - $206.17 $265K - $288K
1.4K $267M
CVS
Cvs Health Corp

Healthcare
5.91K
New
$43.78 - $67.46 $259K - $398K
5.91K $265M
ABT
Abbott Laboratories

Healthcare
2.29K
New
$111.93 - $119.39 $256K - $273K
2.29K $259M
CARE
Carter Bankshares, Inc.

Financial Services
14.5K
New
$17.01 - $20.3 $247K - $295K
14.5K $256M
CAH
Cardinal Health Inc

Healthcare
2.16K
New
$107.89 - $125.33 $233K - $271K
2.16K $256M
PFE
Pfizer Inc

Healthcare
8.84K
New
$24.8 - $30.19 $219K - $267K
8.84K $234M
ABBV
Abb Vie Inc.

Healthcare
1.32K
New
$164.99 - $203.87 $217K - $268K
1.32K $234M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.84K
New
$59.25 - $72.99 $227K - $280K
3.84K $229M
AUB
Atlantic Union Bankshares Corp

Financial Services
6K
New
$36.13 - $43.55 $217K - $261K
6K $227M
EEM
Ishares Msci Emerging Markets

ETFs
5.35K
New
$41.82 - $47.36 $224K - $253K
5.35K $224M
Activity Summary
Buys All Purchases 107 New Holdings 107 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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