Waller Financial Planning Group, Inc Purchases in Q3 2025

Waller Financial Planning Group, Inc

  • $434 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
11.9K
+ 1.44%
$42.26 - $47.16 $505K - $563K
839K $38.9M
SPMD
Spdr Portfolio

ETFs
11.6K
+ 1.73%
$54.43 - $58.29 $629K - $673K
680K $38.9M
OMFL
Invesco Exchange Traded Self I

ETFs
5.41K
+ 0.91%
$57.41 - $60.45 $310K - $327K
598K $36M
SPYG
Spdr Portfolio

ETFs
2.26K
+ 2.26%
$94.33 - $105.31 $213K - $237K
102K $10.7M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
22.7K
+ 2.59%
$25.21 - $25.99 $573K - $591K
900K $23.3M
XLRE
Select Sector Spdr Tr Real Est

ETFs
8.22K
+ 1.7%
$40.94 - $42.85 $336K - $352K
491K $20.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
261
+ 1.74%
$567.77 - $614.76 $148K - $160K
15.3K $9.36M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
10.9K
+ 2.2%
$44.82 - $46.28 $489K - $505K
506K $23.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.63K
+ 0.63%
$26.38 - $27.95 $122K - $129K
733K $20M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.81K
+ 2.29%
$52.12 - $55.33 $199K - $211K
170K $9.42M
COST
Costco Wholesale Corp

Consumer Defensive
498
New
$915.95 - $994.57 $456K - $495K
498 $460K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
950
+ 1.94%
$87.69 - $96.0 $83.3K - $91.2K
49.8K $4.7M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.11K
+ 1.78%
$78.88 - $85.2 $87.6K - $94.7K
63.6K $5.31M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
949
+ 1.87%
$87.07 - $93.06 $82.6K - $88.3K
51.8K $4.74M
NVDA
Nvidia Corp

Technology
1.06K
+ 22.77%
$153.3 - $186.58 $162K - $197K
5.7K $1.06M
VTI
Vanguard Total Stock Market Et

ETFs
702
New
$303.93 - $329.86 $213K - $232K
702 $230K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
314
+ 63.82%
$459.11 - $506.91 $144K - $159K
806 $405K
VNQ
Vanguard Specialized Funds Van

ETFs
348
+ 0.77%
$88.47 - $93.24 $30.8K - $32.4K
45.4K $4.15M
VUG
Vanguard Growth ETF

ETFs
73
+ 2.71%
$433.97 - $484.08 $31.7K - $35.3K
2.77K $1.33M
TSLA
Tesla, Inc.

Consumer Cyclical
12
+ 1.34%
$293.94 - $444.72 $3.53K - $5.34K
907 $403K
AVGO
Broadcom Inc.

Technology
1
+ 0.08%
$264.74 - $369.57 $265 - $370
1.21K $399K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1K
+ 15.04%
$55.61 - $57.37 $55.6K - $57.4K
7.65K $436K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.07K
+ 2.81%
$28.38 - $29.05 $30.5K - $31.2K
39.4K $1.14M
VT
Vanguard Total World Stk Index

ETFs
117
+ 5.37%
$128.41 - $138.03 $15K - $16.1K
2.3K $316K
MSFT
Microsoft Corp

Technology
9
+ 0.62%
$491.09 - $535.64 $4.42K - $4.82K
1.47K $761K
VTV
Vanguard Value ETF

ETFs
12
+ 0.37%
$175.51 - $186.57 $2.11K - $2.24K
3.24K $604K
VEU
Vanguard Ftse All World Ex Us

ETFs
43
+ 0.79%
$66.38 - $71.68 $2.85K - $3.08K
5.48K $391K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
84
+ 0.48%
$78.11 - $79.07 $6.56K - $6.64K
17.6K $1.39M
VGIT
Vanguard Intermediate Term Tre

ETFs
11
+ 0.23%
$58.97 - $60.36 $649 - $664
4.72K $283K
AMZN
Amazon Com Inc

Consumer Cyclical
4
+ 0.06%
$211.65 - $238.24 $847 - $953
6.27K $1.38M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
14
+ 0.43%
$196.15 - $217.83 $2.75K - $3.05K
3.24K $652K
Activity Summary
Buys All Purchases 32 New Holdings 2 Increased Positions 30 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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