Waller Financial Planning Group, Inc Purchases in Q1 2025

Waller Financial Planning Group, Inc

  • $355 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.18K
+ 0.79%
$33.84 - $37.77 $243K - $271K
918K $33.7M
AAPL
Apple Inc.

Technology
6.6K
+ 37.62%
$209.68 - $247.1 $1.38M - $1.63M
24.1K $5.36M
EFV
Msci Eafe Value ETF

ETFs
2.09K
+ 2.16%
$51.88 - $60.73 $108K - $127K
99K $5.89M
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.92K
+ 0.62%
$39.18 - $43.52 $114K - $127K
474K $19.6M
EFG
Msci Eafe Growth ETF

ETFs
1.04K
+ 2.14%
$96.1 - $106.37 $99.7K - $110K
49.6K $5M
COST
Costco Wholesale Corp

Consumer Defensive
297
New
$890.62 - $1076.86 $265K - $320K
297 $280K
QCOM
Qualcomm Inc

Technology
1.71K
New
$151.94 - $175.86 $260K - $300K
1.71K $262K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
455
New
$442.66 - $534.52 $201K - $243K
455 $238K
WFC
Wells Fargo & Company

Financial Services
3.15K
New
$66.78 - $81.42 $210K - $257K
3.15K $226K
OEF
Ishares S&P 100 ETF

ETFs
790
New
N/A
790 $210K
XOM
Exxon Mobil Corp

Energy
1.26K
+ 35.57%
$105.44 - $118.93 $133K - $149K
4.79K $569K
WMT
Walmart Inc.

Consumer Defensive
1.92K
+ 68.51%
$84.5 - $105.05 $162K - $202K
4.73K $414K
JPM
Jpmorgan Chase & CO

Financial Services
390
+ 13.67%
$225.19 - $279.95 $87.8K - $109K
3.24K $795K
PM
Philip Morris International Inc.

Consumer Defensive
100
+ 4.26%
$117.15 - $158.79 $11.7K - $15.9K
2.45K $388K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
12
+ 0.37%
$208.48 - $244.03 $2.5K - $2.93K
3.21K $784K
META
Meta Platforms, Inc.

Communication Services
171
+ 26.72%
$576.74 - $736.67 $98.6K - $126K
811 $467K
MSFT
Microsoft Corp

Technology
347
+ 23.51%
$375.39 - $447.2 $130K - $155K
1.82K $684K
VTV
Vanguard Value ETF

ETFs
249
+ 7.7%
$167.73 - $179.21 $41.8K - $44.6K
3.48K $594K
KO
Coca Cola CO

Consumer Defensive
200
+ 6.13%
$60.81 - $72.32 $12.2K - $14.5K
3.46K $247K
PG
Procter & Gamble CO

Consumer Defensive
73
+ 0.63%
$158.56 - $176.26 $11.6K - $12.9K
11.7K $1.99M
JEPI
J P Morgan Exchange Traded Fd

ETFs
851
+ 14.64%
$56.17 - $59.71 $47.8K - $50.8K
6.66K $377K
AVGO
Broadcom Inc.

Technology
685
+ 56.19%
$167.43 - $244.7 $115K - $168K
1.9K $318K
NFLX
Netflix Inc

Communication Services
12
+ 1.95%
$828.4 - $1058.6 $9.94K - $12.7K
627 $584K
NVDA
Nvidia Corp

Technology
1.18K
+ 29.22%
$106.98 - $149.43 $126K - $176K
5.2K $563K
MUB
Ishares National Muni Bond ETF

ETFs
344
+ 1.31%
$104.71 - $107.69 $36K - $37K
26.6K $2.8M
VT
Vanguard Total World Stk Index

ETFs
4
+ 0.18%
$115.08 - $123.97 $460 - $496
2.18K $252K
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.11%
$253.32 - $282.66 $253 - $283
891 $227K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
593
+ 3.64%
$67.03 - $74.61 $39.7K - $44.2K
16.9K $1.14M
TSLA
Tesla, Inc.

Consumer Cyclical
218
+ 24.63%
$222.15 - $428.22 $48.4K - $93.4K
1.1K $285K
AMZN
Amazon Com Inc

Consumer Cyclical
382
+ 6.13%
$190.26 - $242.06 $72.7K - $92.5K
6.61K $1.26M
Activity Summary
Buys All Purchases 31 New Holdings 6 Increased Positions 25 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 1 Puts 0
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