Holistic Planning, LLC Purchases in Q3 2025

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
2.78K
+ 19.75%
N/A
16.9K $685M
IONQ
Ion Q, Inc.

Technology
326
+ 5.84%
$36.79 - $75.14 $12K - $24.5K
5.91K $363M
SO
Southern CO

Utilities
1.15K
+ 22.98%
$90.83 - $96.0 $104K - $110K
6.13K $581M
XOM
Exxon Mobil Corp

Energy
284
+ 1.57%
$105.83 - $117.22 $30.1K - $33.3K
18.3K $2.07B
ET
Energy Transfer LP

Energy
7.52K
+ 70.88%
$17.11 - $18.16 $129K - $136K
18.1K $311M
First Tr Exchng Traded Fd Vi
2.43K
+ 13.36%
N/A
20.6K $785M
IBM
International Business Machines Corp

Technology
481
+ 22.09%
$234.77 - $292.47 $113K - $141K
2.66K $750M
DUK
Duke Energy Corp

Utilities
699
+ 19.6%
$116.31 - $125.93 $81.3K - $88K
4.27K $528M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
116
+ 0.66%
$94.17 - $99.95 $10.9K - $11.6K
17.6K $1.76B
EPD
Enterprise Products Partners L.P.

Energy
3.2K
+ 29.8%
$30.74 - $32.14 $98.5K - $103K
14K $436M
HD
Home Depot, Inc.

Consumer Cyclical
123
+ 11.73%
$357.4 - $423.42 $44K - $52.1K
1.17K $475M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
37
+ 0.96%
$225.11 - $247.9 $8.33K - $9.17K
3.91K $965M
VLO
Valero Energy Corp

Energy
10
+ 0.43%
$131.77 - $175.63 $1.32K - $1.76K
2.36K $402M
XLV
Select Sector Spdr Fund Health

ETFs
379
+ 5.18%
$129.01 - $139.72 $48.9K - $53K
7.7K $1.07B
LOW
Lowes Companies Inc

Consumer Cyclical
84
+ 4.24%
$215.01 - $273.02 $18.1K - $22.9K
2.07K $520M
RTX
Raytheon Technologies Corp

Industrials
57
+ 1.74%
$144.19 - $167.33 $8.22K - $9.54K
3.33K $557M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.52K
+ 14.13%
$28.92 - $32.19 $44K - $48.9K
12.3K $392M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
12
+ 0.39%
$435.72 - $463.74 $5.23K - $5.56K
3.13K $1.45B
GM
General Motors CO

Consumer Cyclical
43
+ 0.69%
$48.89 - $61.24 $2.1K - $2.63K
6.24K $381M
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
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
541
+ 7.45%
$53.62 - $55.95 $29K - $30.3K
7.8K $437M
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
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
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