Holistic Planning, LLC Incresed Positions in Q3 2025

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
624
+ 4.33%
$49.0 - $51.91 $30.6K - $32.4K
15K $780M
GLD
Spdr Gold Trust

ETFs
10
+ 0.75%
$300.96 - $355.47 $3.01K - $3.55K
1.34K $476M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
335
+ 4.97%
$84.28 - $89.46 $28.2K - $30K
7.07K $629M
LLY
Eli Lilly & CO

Healthcare
84
+ 16.34%
$625.65 - $812.69 $52.6K - $68.3K
598 $457M
AMD
Advanced Micro Devices Inc

Technology
84
+ 4.03%
$134.8 - $184.42 $11.3K - $15.5K
2.17K $351M
VGT
Vanguard Information Technolog

ETFs
13
+ 2.57%
$656.44 - $753.15 $8.53K - $9.79K
518 $387M
BP
Bp PLC

Energy
506
+ 6.85%
$30.25 - $35.69 $15.3K - $18.1K
7.89K $272M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.76K
+ 10.56%
$24.73 - $25.29 $43.5K - $44.5K
18.4K $464M
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
1.15K
+ 14.06%
$29.46 - $31.08 $33.9K - $35.7K
9.33K $290M
AMZN
Amazon Com Inc

Consumer Cyclical
196
+ 0.87%
$211.65 - $238.24 $41.5K - $46.7K
22.6K $4.97B
MRK
Merck & Co., Inc.

Healthcare
103
+ 1.48%
$77.6 - $87.37 $7.99K - $9K
7.09K $595M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
869
+ 4.77%
$21.69 - $23.34 $18.8K - $20.3K
19.1K $444M
First Tr Exchng Traded Fd Vi
660
+ 5.76%
N/A
12.1K $471M
WFC
Wells Fargo & Company

Financial Services
63
+ 0.67%
$77.05 - $85.16 $4.85K - $5.37K
9.45K $792M
BND
Vanguard Bd Index Fd Inc Total

ETFs
343
+ 2.63%
$72.57 - $74.72 $24.9K - $25.6K
13.4K $994M
Ea Series Trust
75
+ 0.86%
N/A
8.83K $348M
MCD
Mcdonalds Corp

Consumer Cyclical
27
+ 1.28%
$291.67 - $316.99 $7.88K - $8.56K
2.14K $652M
UNP
Union Pacific Corp

Industrials
48
+ 1.76%
$214.91 - $237.16 $10.3K - $11.4K
2.78K $657M
MMM
3 M CO

Industrials
100
+ 7.14%
$144.41 - $160.2 $14.4K - $16K
1.5K $233M
T
At&T Inc.

Communication Services
801
+ 9.46%
$26.94 - $29.62 $21.6K - $23.7K
9.27K $262M
F
Ford Motor CO

Consumer Cyclical
207
+ 1.71%
$10.82 - $12.09 $2.24K - $2.5K
12.3K $147M
ONB
Old National Bancorp

Financial Services
124
+ 0.62%
$20.4 - $23.47 $2.53K - $2.91K
20.3K $445M
MA
Mastercard Inc

Financial Services
6
+ 1.67%
$550.18 - $598.96 $3.3K - $3.59K
365 $208M
KKR
Kkr & Co. Inc.

Financial Services
80
+ 4.18%
$129.95 - $152.16 $10.4K - $12.2K
1.99K $259M
BNDX
Vanguard Total International B

ETFs
92
+ 2.18%
$49.0 - $49.51 $4.51K - $4.55K
4.32K $214M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
39
+ 0.55%
$48.31 - $48.93 $1.88K - $1.91K
7.09K $346M
COF
Capital One Financial Corp

Financial Services
2
+ 0.12%
$207.29 - $229.74 $415 - $459
1.7K $361M
XLP
Consumer Staples Sector Spdr

ETFs
316
+ 2.28%
N/A
14.2K $1.11B
NFLX
Netflix Inc

Communication Services
11
+ 4.95%
$1147.87 - $1297.18 $12.6K - $14.3K
233 $279M
V
Visa Inc.

Financial Services
59
+ 1.78%
$332.09 - $358.86 $19.6K - $21.2K
3.38K $1.15B
TXN
Texas Instruments Inc

Technology
8
+ 0.6%
N/A
1.35K $248M
KO
Coca Cola CO

Consumer Defensive
36
+ 0.45%
$65.67 - $71.67 $2.36K - $2.58K
8K $531M
NOW
Service Now, Inc.

Technology
1
+ 0.32%
$850.86 - $1044.69 $851 - $1.04K
318 $293M
COST
Costco Wholesale Corp

Consumer Defensive
23
+ 2.0%
$915.95 - $994.57 $21.1K - $22.9K
1.18K $1.09B
Activity Summary
Buys All Purchases 105 New Holdings 20 Increased Positions 85 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email