Essential Planning, Llc. Purchases in Q4 2024

Essential Planning, Llc.

  • $15 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
57.6K
New
$51.54 - $52.55 $2.97M - $3.03M
57.6K $2.98M
GTLB
Gitlab Inc.

Technology
52K
New
$48.76 - $67.19 $2.54M - $3.49M
52K $2.93M
GD
General Dynamics Corp

Industrials
10.9K
New
$260.28 - $314.03 $2.83M - $3.41M
10.9K $2.86M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
37.8K
New
$72.18 - $81.41 $2.73M - $3.08M
37.8K $2.86M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
40.7K
New
$69.58 - $74.87 $2.83M - $3.05M
40.7K $2.85M
NSC
Norfolk Southern Corp

Industrials
12.1K
New
$230.6 - $277.0 $2.79M - $3.36M
12.1K $2.84M
DE
Deere & CO

Industrials
6.7K
New
$389.45 - $466.0 $2.61M - $3.12M
6.7K $2.84M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
54.2K
New
$51.33 - $53.74 $2.78M - $2.91M
54.2K $2.79M
IR
Ingersoll Rand Inc.

Industrials
30.8K
New
$90.46 - $105.35 $2.79M - $3.25M
30.8K $2.79M
CL
Colgate Palmolive CO

Consumer Defensive
30.4K
New
$90.22 - $102.31 $2.74M - $3.11M
30.4K $2.76M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
19.4K
New
$131.66 - $144.0 $2.56M - $2.8M
19.4K $2.57M
MSI
Motorola Solutions, Inc.

Technology
5.53K
New
$449.08 - $504.6 $2.48M - $2.79M
5.53K $2.55M
ACN
Accenture PLC

Technology
7.2K
New
$343.9 - $376.86 $2.48M - $2.71M
7.2K $2.53M
SKYY
First Trust Cloud Computing Et

ETFs
21.2K
New
$99.98 - $130.46 $2.12M - $2.76M
21.2K $2.52M
XLP
Consumer Staples Sector Spdr

ETFs
33K
New
N/A
33K $2.51M
HII
Huntington Ingalls Industries, Inc.

Industrials
13K
New
$184.96 - $264.65 $2.4M - $3.44M
13K $2.46M
MRK
Merck & Co., Inc.

Healthcare
24.4K
New
$96.31 - $114.76 $2.35M - $2.8M
24.4K $2.43M
VOOV
Vanguard S&P 500 Value ETF

ETFs
13.1K
New
$184.21 - $199.29 $2.41M - $2.61M
13.1K $2.41M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
20.4K
New
$113.92 - $127.38 $2.33M - $2.6M
20.4K $2.36M
VFH
Vanguard Financial ETF

ETFs
19.5K
New
$108.87 - $126.2 $2.12M - $2.46M
19.5K $2.3M
MPC
Marathon Petroleum Corp

Energy
16.3K
New
$131.65 - $174.84 $2.14M - $2.84M
16.3K $2.27M
EHC
Encompass Health Corp

Healthcare
23K
New
$92.35 - $103.77 $2.12M - $2.39M
23K $2.12M
DFIP
Dimensional ETF Tr Inflation P

ETFs
52.4K
New
$40.31 - $42.43 $2.11M - $2.22M
52.4K $2.12M
V
Visa Inc.

Financial Services
6.67K
New
$273.87 - $320.91 $1.83M - $2.14M
6.67K $2.11M
VTV
Vanguard Value ETF

ETFs
12.4K
New
$168.32 - $181.87 $2.09M - $2.26M
12.4K $2.11M
INTC
Intel Corp

Technology
104K
New
$19.07 - $26.23 $1.98M - $2.73M
104K $2.08M
COF
Capital One Financial Corp

Financial Services
11.7K
New
$145.19 - $192.01 $1.7M - $2.24M
11.7K $2.08M
PAYX
Paychex Inc

Industrials
14.6K
New
$135.86 - $148.73 $1.98M - $2.16M
14.6K $2.04M
AEP
American Electric Power CO Inc

Utilities
21.3K
New
$90.91 - $102.21 $1.94M - $2.18M
21.3K $1.97M
MAS
Masco Corp

Industrials
26.7K
New
$72.52 - $85.73 $1.93M - $2.28M
26.7K $1.93M
PNC
Pnc Financial Services Group, Inc.

Financial Services
9.82K
New
$178.39 - $215.0 $1.75M - $2.11M
9.82K $1.89M
XLC
Select Sector Spdr Tr Communic

ETFs
19.5K
New
$89.66 - $102.16 $1.75M - $1.99M
19.5K $1.89M
VLO
Valero Energy Corp

Energy
15.3K
New
$118.59 - $144.02 $1.81M - $2.2M
15.3K $1.87M
TXN
Texas Instruments Inc

Technology
9.49K
New
N/A
9.49K $1.85M
VB
Vanguard Small Cap ETF

ETFs
7.52K
+ 509.76%
$233.76 - $261.58 $1.76M - $1.97M
9K $2.16M
LHX
L3 Harris Technologies, Inc.

Industrials
8.49K
New
$208.94 - $264.22 $1.77M - $2.24M
8.49K $1.79M
BAC
Bank Of America Corp

Financial Services
39.6K
New
$39.22 - $47.77 $1.55M - $1.89M
39.6K $1.74M
DUK
Duke Energy Corp

Utilities
15.9K
New
$105.76 - $120.76 $1.68M - $1.91M
15.9K $1.71M
EMR
Emerson Electric CO

Industrials
13.6K
New
$108.13 - $134.33 $1.47M - $1.82M
13.6K $1.68M
RGA
Reinsurance Group Of America Inc

Financial Services
7.61K
New
$201.26 - $231.95 $1.53M - $1.76M
7.61K $1.62M
IAK
Ishares Tr

ETFs
12.7K
New
$123.78 - $138.16 $1.57M - $1.75M
12.7K $1.6M
EOG
Eog Resources Inc

Energy
13K
New
$118.22 - $136.54 $1.54M - $1.78M
13K $1.59M
CMRE
Costamare Inc.

Industrials
124K
New
$12.39 - $15.71 $1.54M - $1.95M
124K $1.59M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
140K
New
$11.1 - $12.03 $1.55M - $1.68M
140K $1.58M
HD
Home Depot, Inc.

Consumer Cyclical
3.98K
New
$385.02 - $431.37 $1.53M - $1.72M
3.98K $1.55M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
63.5K
New
$23.17 - $26.26 $1.47M - $1.67M
63.5K $1.53M
NJR
New Jersey Resources Corp

Utilities
32.5K
New
$45.17 - $51.61 $1.47M - $1.68M
32.5K $1.52M
DVY
Ishares Tr

ETFs
11.4K
New
$129.55 - $143.41 $1.47M - $1.63M
11.4K $1.49M
ORCL
Oracle Corp

Technology
8.84K
New
$165.41 - $192.43 $1.46M - $1.7M
8.84K $1.47M
Activity Summary
Buys All Purchases 313 New Holdings 232 Increased Positions 81 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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