Waller Financial Planning Group, Inc Incresed Positions in Q2 2025

Waller Financial Planning Group, Inc

  • $412 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
7.47K
+ 10.27%
$498.8 - $620.9 $3.73M - $4.64M
80.2K $49.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
159K
+ 23.82%
$35.35 - $42.68 $5.63M - $6.79M
827K $35.3M
OMFL
Invesco Exchange Traded Self I

ETFs
95.5K
+ 19.22%
$48.43 - $57.78 $4.62M - $5.52M
592K $34.2M
SPMD
Spdr Portfolio

ETFs
105K
+ 18.58%
$44.89 - $54.38 $4.7M - $5.69M
668K $36.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
152K
+ 26.42%
$24.32 - $27.87 $3.7M - $4.25M
729K $19.2M
SPYG
Spdr Portfolio

ETFs
17.9K
+ 21.86%
$71.83 - $95.32 $1.29M - $1.71M
99.8K $9.46M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
33.3K
+ 24.98%
$45.11 - $52.34 $1.5M - $1.74M
166K $8.67M
VB
Vanguard Small Cap ETF

ETFs
4.95K
+ 15.59%
$193.73 - $237.37 $958K - $1.17M
36.7K $8.7M
VO
Vanguard Mid Cap ETF

ETFs
3.37K
+ 12.03%
$228.54 - $279.83 $769K - $942K
31.3K $8.75M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.1K
+ 7.87%
$456.74 - $568.03 $501K - $623K
15K $8.54M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
13K
+ 27.51%
$67.03 - $80.35 $868K - $1.04M
60K $4.81M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
9.74K
+ 24.9%
$72.61 - $88.75 $707K - $865K
48.9K $4.33M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
9.09K
+ 21.77%
$70.44 - $86.87 $640K - $790K
50.8K $4.41M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
9.92K
+ 18.86%
$66.87 - $79.47 $664K - $789K
62.5K $4.97M
EFG
Msci Eafe Growth ETF

ETFs
2.53K
+ 5.1%
$89.8 - $112.0 $227K - $283K
52.1K $5.84M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
6.54K
+ 1.34%
$43.65 - $45.44 $286K - $297K
495K $22.5M
EFV
Msci Eafe Value ETF

ETFs
1.23K
+ 1.24%
$52.4 - $64.65 $64.5K - $79.5K
100K $6.36M
VIG
Vanguard Dividend Appreciation

ETFs
2.49K
+ 8.74%
N/A
30.9K $5.63M
QQQ
Invesco Qqq Trust, Series 1

ETFs
593
+ 64.74%
$416.06 - $551.64 $247K - $327K
1.51K $832K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
14.2K
+ 1.65%
$24.98 - $25.66 $356K - $365K
877K $22.4M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.38K
+ 12.56%
$75.05 - $77.34 $329K - $339K
39.3K $3.03M
VUG
Vanguard Growth ETF

ETFs
273
+ 11.29%
$329.49 - $438.4 $90K - $120K
2.69K $1.17M
XLRE
Select Sector Spdr Tr Real Est

ETFs
8.45K
+ 1.78%
$37.08 - $42.26 $313K - $357K
483K $19.8M
VNQ
Vanguard Specialized Funds Van

ETFs
2.86K
+ 6.77%
$79.79 - $91.42 $228K - $261K
45K $3.98M
VOT
Vanguard Mid Cap Growth Index

ETFs
80
+ 2.08%
$216.28 - $284.39 $17.3K - $22.8K
3.92K $1.11M
VEU
Vanguard Ftse All World Ex Us

ETFs
629
+ 13.07%
$54.19 - $67.22 $34.1K - $42.3K
5.44K $364K
MUB
Ishares National Muni Bond ETF

ETFs
595
+ 2.24%
$102.31 - $105.8 $60.9K - $63K
27.2K $2.84M
VOE
Vanguard Mid Cap Value Index F

ETFs
120
+ 4.36%
$141.87 - $164.49 $17K - $19.7K
2.88K $472K
VV
Vanguard Large Cap ETF

ETFs
18
+ 2.02%
$228.25 - $285.3 $4.11K - $5.14K
909 $258K
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.05%
$103.16 - $128.52 $103 - $129
2.18K $278K
QCOM
Qualcomm Inc

Technology
3
+ 0.18%
$124.66 - $159.48 $374 - $478
1.71K $272K
SUB
Ishares Short Term National Mu

ETFs
3
+ 0.08%
$104.77 - $106.34 $314 - $319
4K $425K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
37
+ 8.13%
$483.48 - $539.8 $17.9K - $20K
492 $238K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
11
+ 0.34%
$212.1 - $244.27 $2.33K - $2.69K
3.23K $705K
Activity Summary
Buys All Purchases 38 New Holdings 3 Increased Positions 35 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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