Financial Planning Hawaii, Inc. New Holdings in Q4 2025

Financial Planning Hawaii, Inc.

  • $174 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
64K
New
$245.27 - $275.25 $15.7M - $17.6M
64K $17.4B
MSFT
Microsoft Corp

Technology
20.6K
New
$496.82 - $542.07 $10.2M - $11.2M
20.6K $9.95B
VIG
Vanguard Dividend Appreciation

ETFs
44.6K
New
N/A
44.6K $9.8B
VTI
Vanguard Total Stock Market Et

ETFs
26.5K
New
$321.8 - $337.95 $8.52M - $8.94M
26.5K $8.87B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12.8K
New
$600.51 - $631.95 $7.67M - $8.07M
12.8K $8.01B
RSP
Invesco S&P 500 Equal Weight E

ETFs
19.6K
New
$185.12 - $192.11 $3.63M - $3.76M
19.6K $3.75B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
25.1K
New
$136.06 - $140.64 $3.41M - $3.53M
25.1K $3.49B
GOOG
Alphabet Inc.

Communication Services
11K
New
$237.49 - $291.74 $2.61M - $3.2M
11K $3.44B
VO
Vanguard Mid Cap ETF

ETFs
11.8K
New
$286.27 - $296.23 $3.36M - $3.48M
11.8K $3.41B
GOOGL
Alphabet Inc.

Communication Services
10.8K
New
$236.57 - $291.31 $2.54M - $3.13M
10.8K $3.37B
XLU
Utilities Sector Spdr

ETFs
68.4K
New
$87.89 - $92.9 $6.01M - $6.35M
68.4K $2.92B
ABBV
Abb Vie Inc.

Healthcare
12.7K
New
$211.96 - $244.38 $2.69M - $3.1M
12.7K $2.9B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
19.7K
New
$137.47 - $143.13 $2.71M - $2.82M
19.7K $2.83B
GLDM
World Gold Trust

ETFs
33K
New
$76.32 - $86.69 $2.52M - $2.86M
33K $2.82B
AMZN
Amazon Com Inc

Consumer Cyclical
12.2K
New
$213.04 - $254.0 $2.59M - $3.09M
12.2K $2.81B
JNJ
Johnson & Johnson

Healthcare
11.3K
New
$185.98 - $199.58 $2.1M - $2.25M
11.3K $2.33B
CSCO
Cisco Systems, Inc.

Technology
29.6K
New
$67.46 - $78.0 $2M - $2.31M
29.6K $2.28B
NVDA
Nvidia Corp

Technology
11.9K
New
$179.83 - $207.04 $2.13M - $2.46M
11.9K $2.21B
AMGN
Amgen Inc

Healthcare
6.18K
New
$290.13 - $341.71 $1.79M - $2.11M
6.18K $2.02B
CVX
Chevron Corp

Energy
13K
New
$148.9 - $157.72 $1.93M - $2.05M
13K $1.98B
LMT
Lockheed Martin Corp

Industrials
4.09K
New
$452.1 - $514.24 $1.85M - $2.1M
4.09K $1.98B
VB
Vanguard Small Cap ETF

ETFs
7.64K
New
$248.1 - $260.08 $1.89M - $1.99M
7.64K $1.97B
VEA
Vanguard Ftse Developed Market

ETFs
30.4K
New
$59.18 - $62.09 $1.8M - $1.89M
30.4K $1.9B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
18.9K
New
$100.37 - $100.72 $1.89M - $1.9M
18.9K $1.89B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
15.1K
New
$114.27 - $121.15 $1.72M - $1.82M
15.1K $1.81B
PG
Procter & Gamble CO

Consumer Defensive
11.6K
New
$145.5 - $153.18 $1.68M - $1.77M
11.6K $1.66B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.69K
New
$589.5 - $635.77 $1.59M - $1.71M
2.69K $1.65B
ROST
Ross Stores, Inc.

Consumer Cyclical
8.56K
New
$147.71 - $162.85 $1.26M - $1.39M
8.56K $1.54B
JPM
Jpmorgan Chase & CO

Financial Services
4.77K
New
$294.11 - $320.41 $1.4M - $1.53M
4.77K $1.54B
ITW
Illinois Tool Works Inc

Industrials
5.84K
New
$242.03 - $260.73 $1.41M - $1.52M
5.84K $1.44B
CMI
Cummins Inc

Industrials
2.77K
New
$407.98 - $484.34 $1.13M - $1.34M
2.77K $1.41B
VZ
Verizon Communications Inc

Communication Services
33.4K
New
$38.4 - $43.83 $1.28M - $1.46M
33.4K $1.36B
TDIV
First Trust Nasdaq Technology

ETFs
14K
New
$96.0 - $102.5 $1.35M - $1.44M
14K $1.36B
Blackrock ETF Trust Ii
24.7K
New
N/A
24.7K $1.3B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
13.8K
New
$88.45 - $91.41 $1.22M - $1.26M
13.8K $1.26B
TRV
Travelers Companies, Inc.

Financial Services
4.19K
New
$261.57 - $287.42 $1.1M - $1.2M
4.19K $1.22B
WMT
Walmart Inc.

Consumer Defensive
10.9K
New
$101.18 - $109.03 $1.1M - $1.19M
10.9K $1.21B
FNDX
Schwab Fundamental U S Large C

ETFs
42.8K
New
$25.68 - $26.95 $1.1M - $1.15M
42.8K $1.17B
Pimco ETF Tr
43K
New
N/A
43K $1.15B
GD
General Dynamics Corp

Industrials
3.28K
New
$330.59 - $353.77 $1.08M - $1.16M
3.28K $1.1B
IBM
International Business Machines Corp

Technology
3.7K
New
$275.97 - $314.98 $1.02M - $1.16M
3.7K $1.1B
XOM
Exxon Mobil Corp

Energy
8.79K
New
$110.64 - $119.78 $972K - $1.05M
8.79K $1.06B
RTX
Raytheon Technologies Corp

Industrials
5.43K
New
$157.0 - $179.44 $853K - $975K
5.43K $997M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.42K
New
$653.02 - $687.39 $925K - $973K
1.42K $965M
AVGO
Broadcom Inc.

Technology
2.61K
New
$324.63 - $385.98 $848K - $1.01M
2.61K $904M
ORCL
Oracle Corp

Technology
4.42K
New
$217.57 - $313.0 $961K - $1.38M
4.42K $861M
AFL
Aflac Inc

Financial Services
7.63K
New
$105.7 - $115.01 $807K - $878K
7.63K $842M
AXP
American Express CO

Financial Services
2.26K
New
$316.26 - $372.77 $713K - $841K
2.26K $834M
V
Visa Inc.

Financial Services
2.37K
New
$325.75 - $352.42 $773K - $837K
2.37K $833M
Activity Summary
Buys All Purchases 128 New Holdings 128 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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