Xy Planning Network, Inc. New Holdings in Q2 2025

Xy Planning Network, Inc.

  • $294 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AESR
Two Rds Shared Tranfield Us Eq

ETFs
237K
New
$14.74 - $18.95 $3.49M - $4.49M
237K $4.49B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
34.7K
New
N/A
34.7K $3.25B
DXJ
Wisdomtree Trust Japan Hedged

ETFs
22.8K
New
$95.74 - $115.54 $2.19M - $2.64M
22.8K $2.61B
AFIF
Two Rds Shared Tr

ETFs
260K
New
$9.07 - $9.31 $2.36M - $2.42M
260K $2.42B
CME
Cme Group Inc.

Financial Services
7.48K
New
$252.37 - $290.71 $1.89M - $2.17M
7.48K $2.06B
VGT
Vanguard Information Technolog

ETFs
3.01K
New
$470.37 - $663.28 $1.42M - $2M
3.01K $2B
ACWV
Ishares Msci Global Min Vol Fa

ETFs
15.1K
New
$107.61 - $119.09 $1.62M - $1.8M
15.1K $1.79B
REET
Ishares Global Reit ETF

ETFs
58.7K
New
$21.59 - $25.16 $1.27M - $1.48M
58.7K $1.45B
SCHA
Schwab Strategic Tr Us Small C

ETFs
47.9K
New
$20.42 - $25.3 $977K - $1.21M
47.9K $1.21B
CBOE
Cboe Global Markets, Inc.

Financial Services
4.74K
New
$205.81 - $234.23 $976K - $1.11M
4.74K $1.11B
ITOT
Ishares Core S&P Total U.S. St

ETFs
7.56K
New
$108.12 - $135.04 $818K - $1.02M
7.56K $1.02B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
9.67K
New
$73.02 - $90.22 $706K - $872K
9.67K $863M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.72K
New
$483.48 - $539.8 $832K - $928K
1.72K $836M
XLV
Select Sector Spdr Fund Health

ETFs
6.12K
New
$128.77 - $144.3 $788K - $883K
6.12K $825M
RLY
Ssga Active ETF Tr

ETFs
28K
New
$25.82 - $29.59 $722K - $828K
28K $814M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
5.99K
New
$108.06 - $135.3 $647K - $810K
5.99K $810M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
8.98K
New
$70.44 - $86.87 $633K - $780K
8.98K $780M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.67K
New
$219.76 - $276.94 $587K - $739K
2.67K $739M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
24.6K
New
$28.21 - $28.85 $693K - $709K
24.6K $707M
VUSB
Vanguard Bd Index Fds
14.2K
New
N/A
14.2K $706M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.13K
New
$141.87 - $164.49 $586K - $679K
4.13K $679M
JPM
Jpmorgan Chase & CO

Financial Services
2.26K
New
$210.28 - $289.91 $476K - $656K
2.26K $656M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
30.9K
New
$20.66 - $20.74 $637K - $640K
30.9K $638M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
32K
New
$19.44 - $19.56 $621K - $625K
32K $624M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6.61K
New
$91.43 - $91.74 $605K - $607K
6.61K $607M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
29.7K
New
$19.49 - $19.66 $579K - $584K
29.7K $583M
COST
Costco Wholesale Corp

Consumer Defensive
555
New
$908.13 - $1056.85 $504K - $587K
555 $550M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
24.8K
New
$20.16 - $20.49 $500K - $508K
24.8K $508M
ORCL
Oracle Corp

Technology
2.27K
New
$122.82 - $218.63 $279K - $497K
2.27K $497M
Vanguard Malvern Fds
6.18K
New
N/A
6.18K $481M
PG
Procter & Gamble CO

Consumer Defensive
2.99K
New
$157.66 - $172.39 $471K - $515K
2.99K $476M
DFAU
Dimensional ETF Tr

ETFs
10.9K
New
$34.04 - $42.36 $372K - $463K
10.9K $463M
GOOGL
Alphabet Inc.

Communication Services
2.58K
New
$144.7 - $178.6 $373K - $461K
2.58K $455M
WM
Waste Management Inc

Industrials
1.91K
New
$216.47 - $242.1 $413K - $462K
1.91K $437M
J P Morgan Exchange Traded F
8.36K
New
N/A
8.36K $437M
TGRW
T Rowe Price Exchange Traded F

Technology
9.69K
New
$31.94 - $42.04 $309K - $407K
9.69K $407M
JCPB
J P Morgan Exchange Traded Fd

ETFs
8.41K
New
$45.9 - $47.2 $386K - $397K
8.41K $396M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.84K
New
$104.34 - $138.68 $297K - $394K
2.84K $394M
SPTS
Spdr Portfolio Short Term Trea

ETFs
13.1K
New
$29.07 - $29.38 $381K - $385K
13.1K $384M
DFSB
Dimensional ETF Tr Dimensional
7.05K
New
N/A
7.05K $370M
JNJ
Johnson & Johnson

Healthcare
2.35K
New
$146.36 - $159.82 $344K - $375K
2.35K $359M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
8.8K
New
$30.96 - $40.6 $272K - $357K
8.8K $356M
IEFA
Ishares Tr

ETFs
4.06K
New
$67.83 - $84.09 $275K - $341K
4.06K $339M
META
Meta Platforms, Inc.

Communication Services
454
New
$484.66 - $738.09 $220K - $335K
454 $335M
GLDM
World Gold Trust

ETFs
4.99K
New
$58.96 - $67.97 $294K - $339K
4.99K $327M
First Tr Exchng Traded Fd Vi
8.4K
New
N/A
8.4K $325M
DUHP
Dimensional ETF Tr Dimensional

ETFs
8.94K
New
$29.36 - $35.56 $263K - $318K
8.94K $318M
HD
Home Depot, Inc.

Consumer Cyclical
853
New
$335.24 - $380.78 $286K - $325K
853 $313M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
4.33K
New
$54.28 - $67.95 $235K - $294K
4.33K $294M
Activity Summary
Buys All Purchases 158 New Holdings 72 Increased Positions 86 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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