Holistic Planning, LLC Purchases in Q4 2024

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOT
Vanguard Mid Cap Growth Index

ETFs
371
+ 5.33%
$241.48 - $274.89 $89.6K - $102K
7.34K $1.86B
GOOG
Alphabet Inc.

Communication Services
410
+ 11.05%
$163.08 - $198.16 $66.9K - $81.2K
4.12K $785M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2K
+ 28.7%
$96.64 - $101.23 $194K - $203K
8.98K $870M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
296
+ 12.09%
$417.69 - $450.94 $124K - $133K
2.75K $1.17B
IVW
Ishares S&P 500 Growth ETF

ETFs
222
+ 1.18%
$94.43 - $105.47 $21K - $23.4K
19K $1.93B
V
Visa Inc.

Financial Services
74
+ 2.92%
$273.87 - $320.91 $20.3K - $23.7K
2.61K $825M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.1K
+ 18.89%
$71.75 - $75.11 $151K - $158K
13.2K $951M
First Tr Exchng Traded Fd Vi
3.11K
+ 23.41%
N/A
16.4K $574M
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.5K
+ 404.71%
$25.93 - $105.3 $220K - $895K
10.6K $296M
STXK
Ea Ser Tr Strive 2000 ETF
2.53K
+ 3.62%
N/A
72.4K $2.26B
GM
General Motors CO

Consumer Cyclical
214
+ 3.86%
$44.82 - $60.2 $9.59K - $12.9K
5.76K $307M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
569
+ 13.12%
$113.92 - $127.38 $64.8K - $72.5K
4.91K $565M
CRM
Salesforce, Inc.

Technology
6
+ 0.68%
$270.87 - $367.87 $1.63K - $2.21K
894 $299M
IWF
Ishares Russell 1000 Gr ETF

ETFs
70
+ 6.75%
$370.24 - $418.94 $25.9K - $29.3K
1.11K $445M
ENB
Enbridge Inc

Energy
547
+ 4.34%
$40.4 - $43.92 $22.1K - $24K
13.1K $558M
BNDX
Vanguard Total International B

ETFs
825
+ 19.74%
$48.91 - $50.61 $40.4K - $41.8K
5K $245M
COST
Costco Wholesale Corp

Consumer Defensive
30
+ 13.1%
$873.59 - $994.69 $26.2K - $29.8K
259 $237M
META
Meta Platforms, Inc.

Communication Services
30
+ 2.6%
$554.08 - $632.68 $16.6K - $19K
1.18K $692M
ABBV
Abb Vie Inc.

Healthcare
293
+ 27.62%
$164.99 - $203.87 $48.3K - $59.7K
1.35K $241M
PFE
Pfizer Inc

Healthcare
5.21K
+ 11.24%
$24.8 - $30.19 $129K - $157K
51.6K $1.37B
RF
Regions Financial Corp

Financial Services
992
+ 6.88%
$22.45 - $27.47 $22.3K - $27.3K
15.4K $362M
IWR
Ishares Russell Mid Cap ETF

ETFs
263
+ 7.35%
$87.25 - $95.52 $22.9K - $25.1K
3.84K $340M
IWB
Ishares Tr Russell 1000 ETF

ETFs
49
+ 4.9%
$311.11 - $335.64 $15.2K - $16.4K
1.05K $338M
MPC
Marathon Petroleum Corp

Energy
1.08K
+ 19.36%
$131.65 - $174.84 $143K - $190K
6.68K $932M
IBM
International Business Machines Corp

Technology
98
+ 4.71%
$204.9 - $238.04 $20.1K - $23.3K
2.18K $479M
IWD
Ishares Russell 1000 Val ETF

ETFs
186
+ 3.74%
$183.23 - $199.79 $34.1K - $37.2K
5.16K $955M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
+ 2.98%
$442.29 - $483.08 $22.1K - $24.2K
1.73K $783M
HD
Home Depot, Inc.

Consumer Cyclical
54
+ 7.36%
$385.02 - $431.37 $20.8K - $23.3K
788 $307M
MSFT
Microsoft Corp

Technology
239
+ 2.24%
$406.35 - $454.46 $97.1K - $109K
10.9K $4.59B
ORCL
Oracle Corp

Technology
49
+ 2.64%
$165.41 - $192.43 $8.11K - $9.43K
1.9K $317M
VBR
Vanguard Small Cap Value ETF

ETFs
70
+ 1.38%
$197.36 - $217.3 $13.8K - $15.2K
5.13K $1.02B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
387
+ 4.25%
$74.5 - $78.37 $28.8K - $30.3K
9.49K $709M
SO
Southern CO

Utilities
341
+ 7.34%
$81.5 - $94.15 $27.8K - $32.1K
4.99K $410M
IEFA
Ishares Tr

ETFs
316
+ 7.35%
$70.06 - $77.43 $22.1K - $24.5K
4.61K $324M
STXD
Ea Ser Tr Strive 1000 Divid Gr
706
+ 2.24%
N/A
32.3K $1.05B
CVX
Chevron Corp

Energy
17
+ 0.19%
$141.15 - $162.53 $2.4K - $2.76K
8.8K $1.27B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
433
+ 3.01%
N/A
14.8K $1.37B
VZ
Verizon Communications Inc

Communication Services
1.14K
+ 8.33%
$39.6 - $45.21 $45.2K - $51.6K
14.9K $594M
VOE
Vanguard Mid Cap Value Index F

ETFs
35
+ 0.75%
$160.89 - $176.18 $5.63K - $6.17K
4.72K $764M
LMT
Lockheed Martin Corp

Industrials
51
+ 10.45%
$479.66 - $614.62 $24.5K - $31.3K
539 $262M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.54K
+ 103.73%
$18.41 - $40.87 $139K - $308K
14.8K $274M
UNP
Union Pacific Corp

Industrials
17
+ 0.62%
$223.15 - $249.32 $3.79K - $4.24K
2.76K $628M
KO
Coca Cola CO

Consumer Defensive
76
+ 1.33%
$61.74 - $71.71 $4.69K - $5.45K
5.78K $360M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.87K
+ 168.33%
$26.93 - $84.95 $266K - $839K
15.7K $430M
PG
Procter & Gamble CO

Consumer Defensive
106
+ 0.63%
$161.05 - $179.7 $17.1K - $19K
16.9K $2.83B
XOM
Exxon Mobil Corp

Energy
199
+ 1.13%
$105.51 - $125.37 $21K - $24.9K
17.8K $1.91B
Activity Summary
Buys All Purchases 97 New Holdings 23 Increased Positions 74 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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