Waller Financial Planning Group, Inc Incresed Positions in Q4 2025

Waller Financial Planning Group, Inc

  • $443 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
143K
+ 3765.95%
$201.42 - $211.15 $28.9M - $30.3M
147K $30.3M
SPYG
Spdr Portfolio

ETFs
251K
+ 246.21%
$102.4 - $109.39 $25.7M - $27.5M
353K $37M
EFV
Msci Eafe Value ETF

ETFs
370K
+ 374.22%
$66.73 - $70.99 $24.7M - $26.3M
469K $33M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
400K
+ 234.75%
$54.27 - $56.85 $21.7M - $22.7M
570K $32M
IVV
Ishares Core S&P 500 ETF

ETFs
26.5K
+ 33.25%
$656.2 - $690.71 $17.4M - $18.3M
106K $71.6M
EFG
Msci Eafe Growth ETF

ETFs
147K
+ 282.54%
$112.91 - $117.61 $16.6M - $17.3M
199K $22.8M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
72.9K
+ 14.4%
$45.63 - $46.44 $3.33M - $3.39M
579K $26.4M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
32K
+ 3.56%
$25.75 - $26.12 $825K - $837K
932K $24M
AMZN
Amazon Com Inc

Consumer Cyclical
62
+ 0.99%
$213.04 - $254.0 $13.2K - $15.7K
6.33K $1.49M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.62K
+ 4.37%
$50.83 - $51.07 $82.1K - $82.5K
38.5K $1.96M
BNDX
Vanguard Total International B

ETFs
1.1K
+ 11.89%
$49.3 - $49.91 $54.1K - $54.8K
10.3K $511K
NVDA
Nvidia Corp

Technology
113
+ 1.98%
$179.83 - $207.04 $20.3K - $23.4K
5.81K $1.08M
MUB
Ishares National Muni Bond ETF

ETFs
16
+ 0.06%
$106.36 - $107.61 $1.7K - $1.72K
26.1K $2.79M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
170
+ 0.97%
$78.65 - $79.19 $13.4K - $13.5K
17.7K $1.4M
VGIT
Vanguard Intermediate Term Tre

ETFs
154
+ 3.26%
$59.84 - $60.54 $9.22K - $9.32K
4.87K $292K
TSLA
Tesla, Inc.

Consumer Cyclical
12
+ 1.32%
$401.99 - $468.37 $4.82K - $5.62K
919 $375K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.04%
$294.11 - $320.41 $294 - $320
2.68K $806K
PG
Procter & Gamble CO

Consumer Defensive
91
+ 1.31%
$145.5 - $153.18 $13.2K - $13.9K
7.03K $1.02M
NFLX
Netflix Inc

Communication Services
5.3K
+ 910.48%
$110.29 - $1241.35 $584K - $6.58M
5.88K $648K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
16
+ 0.49%
$176.58 - $207.02 $2.83K - $3.31K
3.26K $588K
META
Meta Platforms, Inc.

Communication Services
3
+ 0.46%
$609.01 - $751.67 $1.83K - $2.26K
660 $402K
PPG
Ppg Industries Inc

Basic Materials
100
+ 0.79%
$94.92 - $105.45 $9.49K - $10.5K
12.8K $1.24M
Activity Summary
Buys All Purchases 30 New Holdings 7 Increased Positions 23 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Waller Financial Planning Group, Inc Portfolio

Follow Waller Financial Planning Group, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waller Financial Planning Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Waller Financial Planning Group, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email