Waller Financial Planning Group, Inc Purchases in Q3 2024

Waller Financial Planning Group, Inc

  • $403 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.04K
+ 0.25%
$41.02 - $46.01 $83.8K - $94K
814K $37.1M
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.61K
+ 0.78%
$38.04 - $45.36 $137K - $164K
466K $20.8M
SPMD
Spdr Portfolio

ETFs
1.52K
+ 0.22%
$50.29 - $54.92 $76.4K - $83.5K
684K $37.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.83K
+ 0.2%
$33.74 - $37.96 $61.7K - $69.5K
899K $33.8M
IVV
Ishares Core S&P 500 ETF

ETFs
815
+ 1.55%
$520.18 - $576.82 $424K - $470K
53.3K $30.8M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.18K
+ 0.9%
$36.02 - $41.68 $151K - $174K
468K $19.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.92K
+ 1.32%
$77.02 - $85.06 $225K - $248K
225K $19M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
8.1K
+ 1.69%
$43.99 - $46.63 $356K - $378K
487K $22.7M
PG
Procter & Gamble CO

Consumer Defensive
6.89K
+ 143.12%
$160.76 - $177.82 $1.11M - $1.23M
11.7K $2.03M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
7.41K
+ 0.81%
$24.86 - $26.33 $184K - $195K
926K $24.2M
AAPL
Apple Inc.

Technology
2.36K
+ 15.52%
$207.23 - $234.82 $488K - $553K
17.5K $4.08M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.62K
+ 3.44%
$48.51 - $52.86 $224K - $244K
139K $7.34M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3.48K
+ 5.32%
$71.9 - $79.86 $250K - $278K
68.9K $5.47M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.72K
+ 2.91%
$77.23 - $87.97 $133K - $152K
60.9K $5.29M
EFV
Msci Eafe Value ETF

ETFs
3.41K
+ 3.58%
$51.72 - $57.96 $176K - $198K
98.7K $5.68M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.64K
+ 5.28%
$85.03 - $94.56 $224K - $249K
52.6K $4.9M
EFG
Msci Eafe Growth ETF

ETFs
1.62K
+ 3.41%
$96.84 - $108.77 $156K - $176K
49K $5.28M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.35K
+ 4.34%
$81.1 - $89.18 $190K - $209K
56.3K $4.94M
SPYG
Spdr Portfolio

ETFs
1.98K
+ 2.39%
$73.38 - $84.1 $146K - $167K
85.1K $7.05M
PM
Philip Morris International Inc.

Consumer Defensive
2.35K
New
$101.25 - $127.45 $238K - $300K
2.35K $285K
BLDR
Builders First Source, Inc.

Industrials
1.23K
New
$132.6 - $201.83 $162K - $247K
1.23K $237K
WMT
Walmart Inc.

Consumer Defensive
2.8K
New
$66.91 - $81.4 $188K - $228K
2.8K $226K
AVGO
Broadcom Inc.

Technology
1.22K
New
$136.27 - $1745.86 $166K - $2.13M
1.22K $210K
VIG
Vanguard Dividend Appreciation

ETFs
1.16K
+ 4.07%
$182.15 - $182.15 $211K - $211K
29.6K $5.39M
MUB
Ishares National Muni Bond ETF

ETFs
940
+ 3.86%
$106.13 - $108.7 $99.8K - $102K
25.3K $2.75M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
58
+ 0.15%
$74.26 - $78.84 $4.31K - $4.57K
39.5K $3.09M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.44K
+ 6.36%
$27.8 - $29.26 $67.9K - $71.5K
40.9K $1.19M
VUG
Vanguard Growth ETF

ETFs
217
+ 11.48%
$341.08 - $391.94 $74K - $85.1K
2.11K $808K
NVDA
Nvidia Corp

Technology
786
+ 25.68%
$98.91 - $134.91 $77.7K - $106K
3.85K $467K
XOM
Exxon Mobil Corp

Energy
674
+ 26.76%
$109.72 - $119.0 $74K - $80.2K
3.19K $374K
TSLA
Tesla, Inc.

Consumer Cyclical
27
+ 2.56%
$191.76 - $263.26 $5.18K - $7.11K
1.08K $282K
NOC
Northrop Grumman Corp

Industrials
24
+ 3.6%
$423.73 - $533.14 $10.2K - $12.8K
690 $364K
VBK
Vanguard Small Cap Growth ETF

ETFs
57
+ 1.74%
$240.48 - $267.94 $13.7K - $15.3K
3.33K $890K
VTV
Vanguard Value ETF

ETFs
186
+ 8.77%
$159.75 - $174.57 $29.7K - $32.5K
2.31K $402K
AMZN
Amazon Com Inc

Consumer Cyclical
547
+ 9.44%
$161.02 - $200.0 $88.1K - $109K
6.34K $1.18M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
144
+ 0.75%
$76.38 - $78.87 $11K - $11.4K
19.4K $1.53M
MSFT
Microsoft Corp

Technology
155
+ 11.74%
$395.15 - $467.56 $61.2K - $72.5K
1.48K $634K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
12
+ 0.38%
$210.25 - $231.86 $2.52K - $2.78K
3.19K $711K
JPM
Jpmorgan Chase & CO

Financial Services
49
+ 1.72%
$194.9 - $224.8 $9.55K - $11K
2.9K $611K
VGIT
Vanguard Intermediate Term Tre

ETFs
294
+ 6.46%
$57.8 - $60.8 $17K - $17.9K
4.84K $292K
NFLX
Netflix Inc

Communication Services
8
+ 1.32%
$598.55 - $722.26 $4.79K - $5.78K
615 $436K
SUB
Ishares Short Term National Mu

ETFs
108
+ 2.72%
$104.3 - $106.3 $11.3K - $11.5K
4.08K $433K
VT
Vanguard Total World Stk Index

ETFs
2
+ 0.09%
$107.72 - $119.96 $215 - $240
2.17K $259K
SOFI
So Fi Technologies, Inc.

Financial Services
52
+ 0.51%
$6.32 - $8.19 $329 - $426
10.3K $81K
Activity Summary
Buys All Purchases 45 New Holdings 4 Increased Positions 41 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Waller Financial Planning Group, Inc Portfolio

Follow Waller Financial Planning Group, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waller Financial Planning Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Waller Financial Planning Group, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email