Waller Financial Planning Group, Inc Sells in Q2 2025

Waller Financial Planning Group, Inc

  • $412 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-93
- 0.39%
$172.42 - $223.89 $16K - $20.8K
24.1K $4.94M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-6.76K
- 25.79%
$34.72 - $42.74 $235K - $289K
19.4K $829K
BNDX
Vanguard Total International B

ETFs
-3.35K
- 25.94%
$48.77 - $49.55 $163K - $166K
9.57K $473K
XOM
Exxon Mobil Corp

Energy
-765
- 15.97%
$99.93 - $119.04 $76.4K - $91.1K
4.03K $434K
PG
Procter & Gamble CO

Consumer Defensive
-5
- 0.04%
$157.66 - $172.39 $788 - $862
11.7K $1.86M
VBK
Vanguard Small Cap Growth ETF

ETFs
-587
- 21.37%
$219.76 - $276.94 $129K - $163K
2.16K $596K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.55K
- 3.94%
$50.1 - $51.02 $77.9K - $79.3K
37.9K $1.94M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.06K
- 5.73%
$77.74 - $78.78 $82.5K - $83.6K
17.5K $1.37M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-2.39K
- 5.87%
$28.21 - $28.85 $67.3K - $68.9K
38.3K $1.1M
NOC
Northrop Grumman Corp

Industrials
-39
- 6.01%
$456.3 - $540.39 $17.8K - $21.1K
610 $304K
VGIT
Vanguard Intermediate Term Tre

ETFs
-381
- 7.49%
$58.63 - $59.9 $22.3K - $22.8K
4.71K $280K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.28K
- 10.12%
$39.89 - $49.46 $90.9K - $113K
20.2K $999K
KO
Coca Cola CO

Consumer Defensive
-200
- 5.78%
$68.37 - $73.9 $13.7K - $14.8K
3.26K $230K
VBR
Vanguard Small Cap Value ETF

ETFs
-254
- 6.24%
$162.76 - $195.77 $41.3K - $49.7K
3.82K $747K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-13
- 0.2%
$51.14 - $57.0 $665 - $741
6.65K $376K
TSLA
Tesla, Inc.

Consumer Cyclical
-208
- 18.86%
$221.86 - $362.89 $46.1K - $75.5K
895 $284K
INTU
Intuit Inc

Technology
-361
- 22.11%
$544.07 - $787.63 $196K - $284K
1.27K $1M
WMT
Walmart Inc.

Consumer Defensive
-439
- 9.29%
$81.79 - $99.98 $35.9K - $43.9K
4.29K $419K
AVGO
Broadcom Inc.

Technology
-695
- 36.5%
$146.29 - $275.65 $102K - $192K
1.21K $333K
META
Meta Platforms, Inc.

Communication Services
-154
- 18.99%
$484.66 - $738.09 $74.6K - $114K
657 $484K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.18K
- 7.0%
$60.34 - $74.89 $71.3K - $88.5K
15.7K $1.17M
PM
Philip Morris International Inc.

Consumer Defensive
-100
- 4.08%
$149.23 - $184.95 $14.9K - $18.5K
2.35K $428K
MSFT
Microsoft Corp

Technology
-362
- 19.86%
$354.56 - $497.45 $128K - $180K
1.46K $726K
JPM
Jpmorgan Chase & CO

Financial Services
-267
- 8.23%
$210.28 - $289.91 $56.1K - $77.4K
2.98K $862K
AMZN
Amazon Com Inc

Consumer Cyclical
-348
- 5.26%
$167.32 - $223.3 $58.2K - $77.7K
6.27K $1.37M
NVDA
Nvidia Corp

Technology
-557
- 10.71%
$94.31 - $157.99 $52.5K - $88K
4.64K $733K
NFLX
Netflix Inc

Communication Services
-30
- 4.78%
$855.86 - $1339.13 $25.7K - $40.2K
597 $799K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-11.4K
- 1.24%
$32.66 - $40.75 $373K - $465K
907K $36.6M
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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