Waller Financial Planning Group, Inc has filed its 13F form on July 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $372 Million distributed in 70 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $35M, Spdr Portfolio S&P 600 Small C with a value of $33.7M, Spdr Ser Tr Fds Spdr Portfolio with a value of $31.5M, Ishares Core S&P 500 ETF with a value of $28.7M, and Invesco Exchange Traded Self I with a value of $27.3M.
Examining the 13F form we can see an decrease of $3.06M in the current position value, from $375M to 372M.
Below you can find more details about Waller Financial Planning Group, Inc portfolio as well as his latest detailed transactions.