Ofc Financial Planning, LLC Sells in Q3 2025

Ofc Financial Planning, LLC

  • $101 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
-12K
- 14.7%
$50.52 - $50.75 $604K - $606K
69.3K $3.52B
NVDA
Nvidia Corp

Technology
-2.8K
- 39.95%
$153.3 - $186.58 $429K - $522K
4.21K $785M
AMZN
Amazon Com Inc

Consumer Cyclical
-580
- 33.72%
$211.65 - $238.24 $123K - $138K
1.14K $250M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.19K
- 6.75%
$55.15 - $58.11 $121K - $127K
30.2K $1.74B
IWR
Ishares Russell Mid Cap ETF

ETFs
-842
- 7.2%
$92.26 - $97.51 $77.7K - $82.1K
10.8K $1.05B
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-1.03K
- 3.04%
$19.68 - $19.97 $20.2K - $20.5K
32.7K $649M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-253
- 0.77%
$50.29 - $50.86 $12.7K - $12.9K
32.8K $1.67B
JNK
Spdr Bloomberg High Yield Bond

ETFs
-57
- 2.3%
$96.22 - $98.19 $5.48K - $5.6K
2.42K $237M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-148
- 2.02%
$107.66 - $112.36 $15.9K - $16.6K
7.19K $801M
SPY
Spdr S&P 500 ETF Trust

ETFs
-453
- 7.26%
$617.65 - $666.84 $280K - $302K
5.78K $3.85B
MCD
Mcdonalds Corp

Consumer Cyclical
-30
- 1.82%
$291.67 - $316.99 $8.75K - $9.51K
1.62K $492M
VBR
Vanguard Small Cap Value ETF

ETFs
-556
- 6.0%
$195.41 - $212.37 $109K - $118K
8.71K $1.82B
Pacer Fds Tr
-665
- 1.99%
N/A
32.8K $1.19B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-87
- 1.42%
$87.29 - $93.61 $7.59K - $8.14K
6.06K $565M
JPM
Jpmorgan Chase & CO

Financial Services
-11
- 1.4%
$282.78 - $316.06 $3.11K - $3.48K
777 $245M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.81K
- 5.08%
$68.24 - $73.73 $123K - $133K
33.7K $2.48B
HD
Home Depot, Inc.

Consumer Cyclical
-75
- 5.44%
$357.4 - $423.42 $26.8K - $31.8K
1.3K $528M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-378
- 1.69%
$46.97 - $48.89 $17.8K - $18.5K
22K $1.08B
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
-575
- 1.87%
$33.4 - $34.78 $19.2K - $20K
30.2K $1.05B
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-78
- 1.29%
$94.73 - $102.36 $7.39K - $7.98K
5.96K $600M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-180
- 2.12%
$39.37 - $44.24 $7.09K - $7.96K
8.3K $364M
IWM
Ishares Russell 2000 ETF

ETFs
-289
- 7.7%
$214.92 - $244.84 $62.1K - $70.8K
3.47K $839M
BSTP
Innovator Etfs Tr Buffer Step

ETFs
-489
- 1.6%
$34.55 - $36.37 $16.9K - $17.8K
30K $1.09B
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
-554
- 1.71%
$33.86 - $35.74 $18.8K - $19.8K
31.8K $1.14B
VO
Vanguard Mid Cap ETF

ETFs
-156
- 2.35%
$279.83 - $293.74 $43.7K - $45.8K
6.49K $1.91B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-25
- 0.72%
$339.37 - $366.46 $8.48K - $9.16K
3.44K $1.26B
VB
Vanguard Small Cap ETF

ETFs
-88
- 1.39%
$237.58 - $259.17 $20.9K - $22.8K
6.25K $1.59B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-824
- 2.85%
$49.43 - $54.52 $40.7K - $44.9K
28.1K $1.52B
GOOG
Alphabet Inc.

Communication Services
-200
- 7.41%
$175.16 - $255.24 $35K - $51K
2.5K $609M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-733
- 0.94%
$50.7 - $54.86 $37.2K - $40.2K
77.3K $4.23B
IAU
Ishares Gold Trust

ETFs
-919
- 2.6%
$61.62 - $72.77 $56.6K - $66.9K
34.4K $2.51B
IVV
Ishares Core S&P 500 ETF

ETFs
-20
- 0.21%
$620.67 - $670.08 $12.4K - $13.4K
9.68K $6.48B
AAPL
Apple Inc.

Technology
-362
- 0.44%
$202.38 - $256.87 $73.3K - $93K
82.4K $21B
Activity Summary
Buys All Purchases 4 New Holdings 0 Increased Positions 4 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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