Holistic Planning, LLC Sells in Q4 2024

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-80.1K
- 8.87%
$50.23 - $50.46 $4.02M - $4.04M
823K $41.4B
VTV
Vanguard Value ETF

ETFs
-2.49K
- 6.29%
$168.32 - $181.87 $419K - $453K
37.1K $6.27B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-2.91K
- 14.27%
$91.94 - $100.02 $267K - $291K
17.5K $1.62B
CGDV
Capital Group Divid Value ETF

ETFs
-6.46K
- 7.77%
$35.16 - $37.12 $227K - $240K
76.8K $2.71B
VEA
Vanguard Ftse Developed Market

ETFs
-4.55K
- 22.9%
$47.57 - $52.44 $217K - $239K
15.3K $733M
XSEP
Frst Tr Ex Trd Viii Cboe Vest
-5.5K
- 17.55%
N/A
25.8K $1.01B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.22K
- 14.81%
$69.58 - $74.87 $154K - $166K
12.8K $894M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.02K
- 9.91%
$60.73 - $64.94 $123K - $131K
18.4K $1.13B
VB
Vanguard Small Cap ETF

ETFs
-683
- 12.58%
$233.76 - $261.58 $160K - $179K
4.75K $1.14B
VIG
Vanguard Dividend Appreciation

ETFs
-484
- 3.27%
N/A
14.3K $2.8B
MRK
Merck & Co., Inc.

Healthcare
-224
- 3.22%
$96.31 - $114.76 $21.6K - $25.7K
6.73K $669M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.65K
- 9.45%
$65.67 - $69.79 $108K - $115K
15.8K $1.06B
EFV
Msci Eafe Value ETF

ETFs
-1.45K
- 22.02%
$51.78 - $57.15 $74.9K - $82.7K
5.13K $269M
IVE
Ishares S&P 500 Value ETF

ETFs
-134
- 1.1%
$189.5 - $206.17 $25.4K - $27.6K
12K $2.29B
PEP
Pepsico Inc

Consumer Defensive
-5
- 0.12%
$151.29 - $176.1 $756 - $881
4.07K $619M
IVV
Ishares Core S&P 500 ETF

ETFs
-236
- 3.4%
$570.51 - $610.59 $135K - $144K
6.71K $3.95B
JNJ
Johnson & Johnson

Healthcare
-10
- 0.33%
$143.34 - $165.86 $1.43K - $1.66K
2.99K $432M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-477
- 9.72%
$121.89 - $135.52 $58.1K - $64.6K
4.43K $554M
MCD
Mcdonalds Corp

Consumer Cyclical
-72
- 3.43%
$288.47 - $316.54 $20.8K - $22.8K
2.03K $588M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-975
- 17.07%
$50.53 - $55.55 $49.3K - $54.2K
4.74K $241M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-275
- 2.8%
$88.59 - $94.57 $24.4K - $26K
9.56K $849M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-675
- 5.91%
$61.68 - $67.87 $41.6K - $45.8K
10.8K $670M
CMCSA
Comcast Corp

Communication Services
-382
- 6.09%
$37.39 - $45.14 $14.3K - $17.2K
5.89K $221M
CGGR
Capital Group Growth ETF Shs C

ETFs
-2.81K
- 10.18%
$34.49 - $39.24 $96.7K - $110K
24.8K $920M
VV
Vanguard Large Cap ETF

ETFs
-311
- 4.33%
$260.27 - $280.65 $80.9K - $87.3K
6.87K $1.85B
FDL
First Tr Morningstar Dividend

ETFs
-560
- 6.57%
$39.59 - $43.95 $22.2K - $24.6K
7.97K $321M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-350
- 7.23%
$90.66 - $99.46 $31.7K - $34.8K
4.49K $409M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-189
- 9.98%
$134.53 - $150.65 $25.4K - $28.5K
1.71K $231M
SHEL
Shell PLC

Energy
-118
- 1.52%
$60.63 - $70.23 $7.15K - $8.29K
7.67K $480M
LOW
Lowes Companies Inc

Consumer Cyclical
-26
- 2.59%
$244.52 - $284.07 $6.36K - $7.39K
976 $241M
UPS
United Parcel Service Inc

Industrials
-65
- 3.01%
$122.65 - $138.35 $7.97K - $8.99K
2.1K $264M
VCIT
Vanguard Intermediate Term Cor

ETFs
-124
- 2.42%
$80.13 - $83.77 $9.94K - $10.4K
5K $401M
COP
Conocophillips

Energy
-15
- 0.68%
$95.12 - $114.72 $1.43K - $1.72K
2.2K $218M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-617
- 8.73%
$46.94 - $51.62 $29K - $31.8K
6.45K $322M
CGUS
Capital Group Core Equity ETF
-600
- 5.35%
$33.96 - $36.24 $20.4K - $21.7K
10.6K $372M
IWM
Ishares Russell 2000 ETF

ETFs
-53
- 2.75%
$216.13 - $242.4 $11.5K - $12.8K
1.88K $415M
BSX
Boston Scientific Corp

Healthcare
-98
- 3.86%
$83.62 - $91.5 $8.19K - $8.97K
2.44K $218M
First Tr Exchng Traded Fd Vi
-230
- 0.44%
N/A
51.5K $1.8B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-456
- 4.45%
$129.96 - $144.97 $59.3K - $66.1K
9.79K $1.36B
EMR
Emerson Electric CO

Industrials
-214
- 7.17%
$108.13 - $134.33 $23.1K - $28.7K
2.77K $343M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-102
- 6.5%
$172.07 - $207.36 $17.6K - $21.2K
1.47K $290M
IWP
Ishares Russell Mid Cap Growth

ETFs
-15
- 0.5%
$116.4 - $138.52 $1.75K - $2.08K
2.96K $375M
VBK
Vanguard Small Cap Growth ETF

ETFs
-129
- 2.61%
$264.18 - $304.19 $34.1K - $39.2K
4.82K $1.35B
SPY
Spdr S&P 500 ETF Trust

ETFs
-21
- 0.58%
$567.81 - $607.81 $11.9K - $12.8K
3.58K $2.1B
CSCO
Cisco Systems, Inc.

Technology
-14
- 0.2%
$52.45 - $60.02 $734 - $840
6.96K $412M
NOW
Service Now, Inc.

Technology
-11
- 3.45%
$867.18 - $1148.42 $9.54K - $12.6K
308 $327M
OEF
Ishares S&P 100 ETF

ETFs
-35
- 0.66%
N/A
5.31K $1.53B
JPM
Jpmorgan Chase & CO

Financial Services
-158
- 3.49%
$205.18 - $250.29 $32.4K - $39.5K
4.37K $1.05B
WFC
Wells Fargo & Company

Financial Services
-91
- 1.24%
$54.98 - $77.35 $5K - $7.04K
7.24K $508M
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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