Strategic Planning Group, LLC Purchases in Q3 2024

Strategic Planning Group, LLC

  • $507 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
106K
New
$88.24 - $99.7 $9.38M - $10.6M
106K $10.2B
YLD
Principal Exchange Traded Fds

ETFs
334K
+ 50.24%
$18.89 - $19.62 $6.31M - $6.55M
999K $19.5B
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
213K
+ 49.65%
$22.21 - $23.14 $4.72M - $4.92M
641K $14.8B
TSLA
Tesla, Inc.

Consumer Cyclical
1.4K
+ 2.18%
$191.76 - $263.26 $269K - $369K
65.7K $17.2B
AAPL
Apple Inc.

Technology
2.77K
+ 2.19%
$207.23 - $234.82 $573K - $650K
129K $30.1B
FIX
Comfort Systems Usa Inc

Industrials
7.34K
New
$292.14 - $396.82 $2.14M - $2.91M
7.34K $2.86B
WMT
Walmart Inc.

Consumer Defensive
6.69K
+ 4.03%
$66.91 - $81.4 $447K - $544K
173K $13.9B
NIO
Nio Inc.

Consumer Cyclical
40K
+ 4.71%
$3.67 - $6.68 $147K - $267K
888K $5.93B
MMM
3 M CO

Industrials
1.6K
+ 2.94%
$99.69 - $139.42 $160K - $223K
56.1K $7.67B
IBM
International Business Machines Corp

Technology
1.28K
+ 3.94%
$175.1 - $223.38 $224K - $286K
33.8K $7.47B
CDC
Victory Portfolios Ii Shs Inco

ETFs
5.51K
+ 3.14%
$58.2 - $64.99 $321K - $358K
181K $11.8B
META
Meta Platforms, Inc.

Communication Services
681
+ 4.4%
$453.41 - $572.44 $309K - $390K
16.2K $9.25B
FTCS
First Trust Capital Strength E

ETFs
5.55K
+ 4.21%
$83.58 - $90.94 $464K - $505K
137K $12.5B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
5.51K
+ 2.89%
$58.75 - $64.07 $324K - $353K
197K $12.6B
NFLX
Netflix Inc

Communication Services
906
+ 5.31%
$598.55 - $722.26 $542K - $654K
18K $12.8B
ABBV
Abb Vie Inc.

Healthcare
1.58K
+ 4.92%
$163.84 - $199.33 $259K - $316K
33.8K $6.67B
LMT
Lockheed Martin Corp

Industrials
351
+ 4.67%
$460.3 - $584.56 $162K - $205K
7.87K $4.6B
COST
Costco Wholesale Corp

Consumer Defensive
639
+ 4.7%
$801.83 - $917.05 $512K - $586K
14.2K $12.6B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
617
+ 4.36%
$405.19 - $478.57 $250K - $295K
14.8K $6.8B
SHOP
Shopify Inc.

Technology
2.41K
+ 4.22%
$52.26 - $80.75 $126K - $195K
59.7K $4.78B
ORCL
Oracle Corp

Technology
1.47K
+ 5.81%
$125.9 - $170.35 $185K - $250K
26.7K $4.55B
CSCO
Cisco Systems, Inc.

Technology
5.29K
+ 4.42%
$44.74 - $53.22 $237K - $282K
125K $6.65B
NOC
Northrop Grumman Corp

Industrials
282
+ 3.31%
$423.73 - $533.14 $119K - $150K
8.81K $4.65B
UNH
Unitedhealth Group Inc

Healthcare
316
+ 3.29%
$488.01 - $604.18 $154K - $191K
9.91K $5.79B
AMT
American Tower Corp

Real Estate
742
+ 3.89%
$192.27 - $242.73 $143K - $180K
19.8K $4.61B
RTX
Raytheon Technologies Corp

Industrials
1.71K
+ 5.31%
$99.55 - $123.34 $170K - $211K
34K $4.11B
ISRG
Intuitive Surgical Inc

Healthcare
557
+ 4.53%
$416.14 - $494.01 $232K - $275K
12.9K $6.32B
NEE
Nextera Energy Inc

Utilities
2.44K
+ 5.27%
$69.9 - $84.97 $170K - $207K
48.7K $4.12B
JCI
Johnson Controls International PLC

Industrials
2.95K
+ 6.03%
$65.52 - $77.61 $194K - $229K
51.9K $4.03B
DUK
Duke Energy Corp

Utilities
1.86K
+ 5.41%
$99.35 - $117.71 $185K - $219K
36.3K $4.18B
USB
Us Bancorp \De\

Financial Services
3.45K
+ 3.74%
$39.04 - $47.23 $135K - $163K
95.7K $4.38B
VEEV
Veeva Systems Inc

Healthcare
810
+ 4.08%
$180.43 - $223.9 $146K - $181K
20.7K $4.34B
TRV
Travelers Companies, Inc.

Financial Services
981
+ 6.42%
$201.87 - $242.35 $198K - $238K
16.3K $3.81B
LOW
Lowes Companies Inc

Consumer Cyclical
684
+ 6.74%
$213.3 - $270.78 $146K - $185K
10.8K $2.93B
BAC
Bank Of America Corp

Financial Services
15.7K
+ 292.11%
$36.65 - $44.13 $575K - $693K
21.1K $836M
TMO
Thermo Fisher Scientific Inc.

Healthcare
343
+ 5.73%
$531.86 - $624.21 $182K - $214K
6.33K $3.92B
HD
Home Depot, Inc.

Consumer Cyclical
503
+ 7.79%
$333.64 - $405.2 $168K - $204K
6.96K $2.82B
DHR
Danaher Corp

Healthcare
841
+ 6.65%
$239.25 - $280.76 $201K - $236K
13.5K $3.75B
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.2K
+ 0.88%
$92.63 - $105.69 $111K - $127K
138K $14.4B
AXP
American Express CO

Financial Services
561
+ 5.19%
$225.92 - $271.17 $127K - $152K
11.4K $3.08B
JPM
Jpmorgan Chase & CO

Financial Services
1.32K
+ 4.71%
$194.9 - $224.8 $258K - $297K
29.4K $6.21B
GS
Goldman Sachs Group Inc

Financial Services
412
+ 5.68%
$459.02 - $510.25 $189K - $210K
7.67K $3.8B
AVGO
Broadcom Inc.

Technology
23.3K
+ 945.82%
$136.27 - $1745.86 $3.18M - $40.7M
25.8K $4.45B
MA
Mastercard Inc

Financial Services
377
+ 7.33%
$429.6 - $500.99 $162K - $189K
5.52K $2.73B
CRM
Salesforce, Inc.

Technology
652
+ 4.28%
$238.42 - $276.53 $155K - $180K
15.9K $4.35B
JNJ
Johnson & Johnson

Healthcare
982
+ 6.19%
$145.48 - $167.38 $143K - $164K
16.8K $2.73B
HTRB
Hartford Fds Total Return Bd E

ETFs
6.7K
+ 6.15%
$33.29 - $35.33 $223K - $237K
116K $4.04B
PG
Procter & Gamble CO

Consumer Defensive
1.29K
+ 6.57%
$160.76 - $177.82 $208K - $230K
21K $3.63B
PANW
Palo Alto Networks Inc

Technology
841
+ 4.0%
$294.18 - $368.01 $247K - $309K
21.9K $7.47B
Activity Summary
Buys All Purchases 70 New Holdings 3 Increased Positions 67 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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