Xy Planning Network, Inc. Portfolio Holdings

Xy Planning Network, Inc.

  • $150 Billion
  • Q1 2025

Xy Planning Network, Inc. has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $150 Billion distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $13B, Dimensional ETF Tr Core Fxd In with a value of $8.86B, Vanguard Intermediate Term Cor with a value of $7.85B, Pimco ETF Tr Inter Mun Bd Acti with a value of $7.37B, and Dimensional ETF Trust with a value of $5.23B.

Examining the 13F form we can see an increase of $16.8B in the current position value, from $133B to 150B.

Xy Planning Network, Inc. is based out at Bozeman, MT

Below you can find more details about Xy Planning Network, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $150 Billion
ETFs: $128 Billion
Technology: $3.31 Billion
Consumer Cyclical: $727 Million
Healthcare: $392 Million
Industrials: $348 Million
Financial Services: $287 Million
Communication Services: $281 Million
Energy: $230 Million
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$246B
$1.34 Billion 0.9% of portfolio
12,405
Q1 2025 Reduced 0.78%
$3.21T
$1.18 Billion 0.79% of portfolio
5,298
Q1 2025 Added 21.07%
$1.76T
$727 Million 0.49% of portfolio
3,822
Q1 2025 Reduced 12.08%
$400B
$392 Million 0.26% of portfolio
749
Q1 2025 Added 0.4%
$542B
$287 Million 0.19% of portfolio
820
Q1 2025 Reduced 7.34%
$937B
$281 Million 0.19% of portfolio
1,800
Q1 2025 New
$2.73T
$266 Million 0.18% of portfolio
709
Q1 2025 Reduced 78.99%
$451B
$230 Million 0.15% of portfolio
1,933
Q1 2025 Reduced 17.29%

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $150 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 26 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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