Waller Financial Planning Group, Inc Reduced Holdings in Q3 2025

Waller Financial Planning Group, Inc

  • $434 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-4.75K
- 40.63%
$150.47 - $161.22 $714K - $765K
6.94K $1.07M
WMT
Walmart Inc.

Consumer Defensive
-1.55K
- 36.05%
$94.4 - $104.27 $146K - $161K
2.74K $282K
AAPL
Apple Inc.

Technology
-5.12K
- 21.28%
$202.38 - $256.87 $1.04M - $1.31M
18.9K $4.82M
NFLX
Netflix Inc

Communication Services
-15
- 2.51%
$1147.87 - $1297.18 $17.2K - $19.5K
582 $697K
MUB
Ishares National Muni Bond ETF

ETFs
-1.14K
- 4.17%
$103.24 - $106.68 $117K - $121K
26.1K $2.78M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.02K
- 2.69%
$50.82 - $51.09 $51.8K - $52.1K
36.9K $1.89M
VIG
Vanguard Dividend Appreciation

ETFs
-164
- 0.53%
N/A
30.8K $5.6M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-868
- 2.21%
$76.16 - $78.59 $66.1K - $68.2K
38.4K $3M
WFC
Wells Fargo & Company

Financial Services
-477
- 15.14%
$77.05 - $85.16 $36.8K - $40.6K
2.67K $224K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-167
- 11.07%
$546.99 - $602.2 $91.3K - $101K
1.34K $805K
JPM
Jpmorgan Chase & CO

Financial Services
-293
- 9.85%
$282.78 - $316.06 $82.9K - $92.6K
2.68K $846K
SUB
Ishares Short Term National Mu

ETFs
-31
- 0.78%
$106.17 - $107.3 $3.29K - $3.33K
3.97K $423K
Goldman Sachs ETF Tr
-1.45K
- 21.27%
N/A
5.36K $0
VOT
Vanguard Mid Cap Growth Index

ETFs
-109
- 2.78%
$282.75 - $294.19 $30.8K - $32.1K
3.81K $1.12M
VOE
Vanguard Mid Cap Value Index F

ETFs
-15
- 0.52%
$164.63 - $174.58 $2.47K - $2.62K
2.86K $499K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.16K
- 5.72%
$49.43 - $54.52 $57.2K - $63.1K
19.1K $1.03M
VBK
Vanguard Small Cap Growth ETF

ETFs
-15
- 0.69%
$276.51 - $305.12 $4.15K - $4.58K
2.15K $638K
VBR
Vanguard Small Cap Value ETF

ETFs
-10
- 0.26%
$195.41 - $212.37 $1.95K - $2.12K
3.81K $794K
EFG
Msci Eafe Growth ETF

ETFs
-79
- 0.15%
$106.99 - $114.46 $8.45K - $9.04K
52.1K $5.93M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-36
- 0.23%
$74.93 - $80.73 $2.7K - $2.91K
15.7K $1.26M
EFV
Msci Eafe Value ETF

ETFs
-1.28K
- 1.28%
$62.79 - $68.42 $80.4K - $87.6K
98.9K $6.71M
VO
Vanguard Mid Cap ETF

ETFs
-258
- 0.82%
$279.83 - $293.74 $72.2K - $75.8K
31.1K $9.13M
VEA
Vanguard Ftse Developed Market

ETFs
-1.7K
- 0.97%
$56.02 - $60.3 $95.2K - $103K
174K $10.4M
VB
Vanguard Small Cap ETF

ETFs
-272
- 0.74%
$237.58 - $259.17 $64.6K - $70.5K
36.4K $9.26M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-14.7K
- 1.62%
$39.8 - $42.86 $585K - $630K
892K $38.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-613
- 0.76%
$620.67 - $670.08 $380K - $411K
79.6K $53.3M
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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