Xy Planning Network, Inc. Purchases in Q4 2024

Xy Planning Network, Inc.

  • $133 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
8K
New
$71.75 - $75.11 $574K - $601K
8K $575M
BNDX
Vanguard Total International B

ETFs
10.2K
New
$48.91 - $50.61 $497K - $515K
10.2K $499M
JPM
Jpmorgan Chase & CO

Financial Services
1.96K
New
$205.18 - $250.29 $402K - $490K
1.96K $469M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
11.1K
New
$40.38 - $44.35 $449K - $493K
11.1K $455M
RAVI
Flexshares Tr Ready Access Var

ETFs
6.02K
New
$75.05 - $75.53 $452K - $454K
6.02K $452M
AMD
Advanced Micro Devices Inc

Technology
3.73K
New
$118.88 - $172.8 $444K - $645K
3.73K $451M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
8.33K
New
$52.0 - $55.66 $433K - $464K
8.33K $445M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.5K
New
$38.37 - $42.82 $439K - $490K
11.5K $439M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
11K
New
$38.96 - $43.28 $427K - $474K
11K $432M
GDE
Wisdomtree Tr Efficient Gold P

ETFs
11.6K
New
$36.06 - $40.96 $418K - $475K
11.6K $430M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
8.62K
New
$47.65 - $48.6 $411K - $419K
8.62K $412M
SUB
Ishares Short Term National Mu

ETFs
3.72K
New
$104.94 - $106.2 $391K - $395K
3.72K $393M
TSLA
Tesla, Inc.

Consumer Cyclical
943
New
$213.65 - $479.86 $201K - $453K
943 $381M
UNH
Unitedhealth Group Inc

Healthcare
746
New
$485.52 - $625.25 $362K - $466K
746 $377M
HD
Home Depot, Inc.

Consumer Cyclical
958
New
$385.02 - $431.37 $369K - $413K
958 $373M
SPY
Spdr S&P 500 ETF Trust

ETFs
631
New
$567.81 - $607.81 $358K - $384K
631 $370M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
631
New
$563.99 - $620.12 $356K - $391K
631 $359M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
3.4K
New
$101.82 - $114.06 $346K - $387K
3.4K $351M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.02K
New
$57.53 - $60.83 $346K - $366K
6.02K $346M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
3.95K
New
$84.34 - $95.14 $333K - $375K
3.95K $344M
COST
Costco Wholesale Corp

Consumer Defensive
368
New
$873.59 - $994.69 $321K - $366K
368 $338M
DFSU
Dimensional ETF Tr Dimen Us Su
8.19K
New
N/A
8.19K $310M
CAH
Cardinal Health Inc

Healthcare
2.56K
New
$107.89 - $125.33 $277K - $321K
2.56K $303M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
10.5K
New
$27.54 - $83.04 $290K - $873K
10.5K $291M
WM
Waste Management Inc

Industrials
1.43K
New
$201.79 - $228.46 $288K - $326K
1.43K $288M
RF
Regions Financial Corp

Financial Services
11.9K
New
$22.45 - $27.47 $268K - $328K
11.9K $280M
V
Visa Inc.

Financial Services
885
New
$273.87 - $320.91 $242K - $284K
885 $280M
CGXU
Capital Group Intl Focus Equit

ETFs
10.8K
New
$24.67 - $26.94 $268K - $292K
10.8K $268M
AVES
American Centy ETF Tr Avantis

ETFs
5.71K
New
$46.2 - $53.09 $264K - $303K
5.71K $264M
TYA
Simplify Exchange Traded Fds S

ETFs
20.8K
New
N/A
20.8K $256M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
7.49K
New
$33.43 - $36.52 $250K - $273K
7.49K $253M
XOM
Exxon Mobil Corp

Energy
2.34K
New
$105.51 - $125.37 $247K - $293K
2.34K $251M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.82K
New
$63.58 - $71.15 $243K - $272K
3.82K $249M
IDV
Ishares Tr

ETFs
9.06K
New
$27.03 - $29.92 $245K - $271K
9.06K $248M
GOOGL
Alphabet Inc.

Communication Services
1.29K
New
$161.86 - $196.66 $208K - $253K
1.29K $243M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
5.13K
New
$46.52 - $48.32 $238K - $248K
5.13K $239M
VBR
Vanguard Small Cap Value ETF

ETFs
1.19K
New
$197.36 - $217.3 $234K - $258K
1.19K $235M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
3.78K
New
$61.87 - $64.86 $234K - $245K
3.78K $235M
KO
Coca Cola CO

Consumer Defensive
3.7K
New
$61.74 - $71.71 $228K - $265K
3.7K $230M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.35K
New
$49.79 - $51.14 $217K - $222K
4.35K $218M
AVEM
American Centy ETF Tr Avantis

ETFs
3.43K
New
$58.59 - $66.14 $201K - $227K
3.43K $202M
Activity Summary
Buys All Purchases 92 New Holdings 92 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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