Valtinson Bruner Financial Planning LLC Incresed Positions in Q4 2024

Valtinson Bruner Financial Planning LLC

  • $242 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
58.4K
+ 465.06%
$87.1 - $98.49 $5.09M - $5.76M
71K $6.2M
ICSH
Blackrock Ultra Short Term Bon

ETFs
62.8K
+ 29.07%
$50.35 - $50.69 $3.16M - $3.18M
279K $14.1M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
37K
+ 8.36%
$29.73 - $30.81 $1.1M - $1.14M
479K $14.6M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
24.7K
+ 8.93%
$30.04 - $32.01 $742K - $791K
301K $9.47M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
68.6K
+ 218.48%
$22.02 - $46.16 $1.51M - $3.17M
100K $2.21M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.8K
+ 1.35%
$66.77 - $71.52 $187K - $200K
209K $14.4M
WFC
Wells Fargo & Company

Financial Services
1.61K
+ 8.67%
$54.98 - $77.35 $88.4K - $124K
20.1K $1.42M
AAPL
Apple Inc.

Technology
94
+ 0.61%
$221.69 - $259.02 $20.8K - $24.3K
15.4K $3.86M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
3.82K
+ 19.4%
$43.61 - $45.3 $167K - $173K
23.5K $1.05M
MSFT
Microsoft Corp

Technology
442
+ 8.37%
$406.35 - $454.46 $180K - $201K
5.72K $2.41M
VUG
Vanguard Growth ETF

ETFs
148
+ 9.93%
$378.79 - $428.11 $56.1K - $63.4K
1.64K $672K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
741
+ 1.1%
$50.07 - $52.35 $37.1K - $38.8K
68.3K $3.51M
GLDM
World Gold Trust

ETFs
1.81K
+ 8.17%
$50.76 - $55.23 $92.1K - $100K
24K $1.25M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
1.76K
+ 1.66%
$23.92 - $24.89 $42.1K - $43.8K
108K $2.64M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
541
+ 25.8%
$124.61 - $133.96 $67.4K - $72.5K
2.64K $339K
BJAN
Innovator U.S. Equity Buffer E

ETFs
1.13K
+ 10.26%
$46.38 - $47.95 $52.5K - $54.2K
12.2K $582K
BNOV
Innovator U.S. Equity Buffer E

ETFs
1.21K
+ 6.99%
$38.08 - $39.98 $45.9K - $48.2K
18.5K $724K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
161
+ 6.15%
$442.29 - $483.08 $71.2K - $77.8K
2.78K $1.26M
JPM
Jpmorgan Chase & CO

Financial Services
46
+ 3.21%
$205.18 - $250.29 $9.44K - $11.5K
1.48K $354K
VTI
Vanguard Total Stock Market Et

ETFs
51
+ 0.97%
$280.04 - $302.45 $14.3K - $15.4K
5.3K $1.54M
SPYG
Spdr Portfolio

ETFs
187
+ 3.96%
$81.74 - $91.38 $15.3K - $17.1K
4.91K $431K
GLD
Spdr Gold Trust

ETFs
126
+ 12.16%
$236.59 - $257.5 $29.8K - $32.4K
1.16K $281K
IVV
Ishares Core S&P 500 ETF

ETFs
43
+ 12.18%
$570.51 - $610.59 $24.5K - $26.3K
396 $233K
PFEB
Innovator U.S. Equity Power Bu

ETFs
395
+ 2.6%
$35.94 - $36.85 $14.2K - $14.6K
15.6K $573K
BAC
Bank Of America Corp

Financial Services
1
+ 0.02%
$39.22 - $47.77 $39.2 - $47.8
5.9K $259K
SCHX
Schwab Strategic Tr Us Large C

ETFs
17.1K
+ 200.0%
$22.4 - $68.28 $383K - $1.17M
25.6K $594K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.56K
+ 200.0%
$22.01 - $66.82 $188K - $572K
12.8K $291K
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
2.1K
+ 43.7%
N/A
6.9K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.31K
+ 200.0%
$27.54 - $83.04 $146K - $441K
7.97K $220K
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.1%
N/A
1.03K $187K
Innovator Etfs Trust
4.03K
+ 49.56%
N/A
12.1K $0
XLE
Energy Sector Spdr

ETFs
19
+ 0.7%
$83.32 - $97.27 $1.58K - $1.85K
2.73K $233K
HWKN
Hawkins Inc

Basic Materials
20
+ 0.94%
$106.23 - $137.61 $2.12K - $2.75K
2.16K $264K
SBUX
Starbucks Corp

Consumer Cyclical
53
+ 2.43%
$87.44 - $102.5 $4.63K - $5.43K
2.23K $203K
CAT
Caterpillar Inc

Industrials
5
+ 0.74%
$360.37 - $416.88 $1.8K - $2.08K
680 $246K
TGT
Target Corp

Consumer Defensive
192
+ 5.14%
$121.59 - $160.69 $23.3K - $30.9K
3.93K $531K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
632
+ 4.69%
$114.08 - $125.68 $72.1K - $79.4K
14.1K $1.62M
MDT
Medtronic PLC

Healthcare
920
+ 4.0%
$79.61 - $92.24 $73.2K - $84.9K
23.9K $1.91M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.37K
+ 4.41%
$38.37 - $42.82 $321K - $359K
198K $7.61M
SCHO
Schwab Short Term Us Treasury

ETFs
3.58K
+ 22.37%
$24.06 - $48.88 $86K - $175K
19.6K $470K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
460
+ 0.21%
$51.09 - $55.27 $23.5K - $25.4K
218K $11.2M
Activity Summary
Buys All Purchases 53 New Holdings 11 Increased Positions 42 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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