Waller Financial Planning Group, Inc Incresed Positions in Q3 2024

Waller Financial Planning Group, Inc

  • $403 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.04K
+ 0.25%
$41.02 - $46.01 $83.8K - $94K
814K $37.1M
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.61K
+ 0.78%
$38.04 - $45.36 $137K - $164K
466K $20.8M
SPMD
Spdr Portfolio

ETFs
1.52K
+ 0.22%
$50.29 - $54.92 $76.4K - $83.5K
684K $37.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.83K
+ 0.2%
$33.74 - $37.96 $61.7K - $69.5K
899K $33.8M
IVV
Ishares Core S&P 500 ETF

ETFs
815
+ 1.55%
$520.18 - $576.82 $424K - $470K
53.3K $30.8M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.18K
+ 0.9%
$36.02 - $41.68 $151K - $174K
468K $19.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.92K
+ 1.32%
$77.02 - $85.06 $225K - $248K
225K $19M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
8.1K
+ 1.69%
$43.99 - $46.63 $356K - $378K
487K $22.7M
PG
Procter & Gamble CO

Consumer Defensive
6.89K
+ 143.12%
$160.76 - $177.82 $1.11M - $1.23M
11.7K $2.03M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
7.41K
+ 0.81%
$24.86 - $26.33 $184K - $195K
926K $24.2M
AAPL
Apple Inc.

Technology
2.36K
+ 15.52%
$207.23 - $234.82 $488K - $553K
17.5K $4.08M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.62K
+ 3.44%
$48.51 - $52.86 $224K - $244K
139K $7.34M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3.48K
+ 5.32%
$71.9 - $79.86 $250K - $278K
68.9K $5.47M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.72K
+ 2.91%
$77.23 - $87.97 $133K - $152K
60.9K $5.29M
EFV
Msci Eafe Value ETF

ETFs
3.41K
+ 3.58%
$51.72 - $57.96 $176K - $198K
98.7K $5.68M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.64K
+ 5.28%
$85.03 - $94.56 $224K - $249K
52.6K $4.9M
EFG
Msci Eafe Growth ETF

ETFs
1.62K
+ 3.41%
$96.84 - $108.77 $156K - $176K
49K $5.28M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.35K
+ 4.34%
$81.1 - $89.18 $190K - $209K
56.3K $4.94M
SPYG
Spdr Portfolio

ETFs
1.98K
+ 2.39%
$73.38 - $84.1 $146K - $167K
85.1K $7.05M
VIG
Vanguard Dividend Appreciation

ETFs
1.16K
+ 4.07%
$182.15 - $182.15 $211K - $211K
29.6K $5.39M
MUB
Ishares National Muni Bond ETF

ETFs
940
+ 3.86%
$106.13 - $108.7 $99.8K - $102K
25.3K $2.75M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
58
+ 0.15%
$74.26 - $78.84 $4.31K - $4.57K
39.5K $3.09M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.44K
+ 6.36%
$27.8 - $29.26 $67.9K - $71.5K
40.9K $1.19M
VUG
Vanguard Growth ETF

ETFs
217
+ 11.48%
$341.08 - $391.94 $74K - $85.1K
2.11K $808K
NVDA
Nvidia Corp

Technology
786
+ 25.68%
$98.91 - $134.91 $77.7K - $106K
3.85K $467K
XOM
Exxon Mobil Corp

Energy
674
+ 26.76%
$109.72 - $119.0 $74K - $80.2K
3.19K $374K
TSLA
Tesla, Inc.

Consumer Cyclical
27
+ 2.56%
$191.76 - $263.26 $5.18K - $7.11K
1.08K $282K
NOC
Northrop Grumman Corp

Industrials
24
+ 3.6%
$423.73 - $533.14 $10.2K - $12.8K
690 $364K
VBK
Vanguard Small Cap Growth ETF

ETFs
57
+ 1.74%
$240.48 - $267.94 $13.7K - $15.3K
3.33K $890K
AMZN
Amazon Com Inc

Consumer Cyclical
547
+ 9.44%
$161.02 - $200.0 $88.1K - $109K
6.34K $1.18M
VTV
Vanguard Value ETF

ETFs
186
+ 8.77%
$159.75 - $174.57 $29.7K - $32.5K
2.31K $402K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
144
+ 0.75%
$76.38 - $78.87 $11K - $11.4K
19.4K $1.53M
MSFT
Microsoft Corp

Technology
155
+ 11.74%
$395.15 - $467.56 $61.2K - $72.5K
1.48K $634K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
12
+ 0.38%
$210.25 - $231.86 $2.52K - $2.78K
3.19K $711K
JPM
Jpmorgan Chase & CO

Financial Services
49
+ 1.72%
$194.9 - $224.8 $9.55K - $11K
2.9K $611K
VGIT
Vanguard Intermediate Term Tre

ETFs
294
+ 6.46%
$57.8 - $60.8 $17K - $17.9K
4.84K $292K
NFLX
Netflix Inc

Communication Services
8
+ 1.32%
$598.55 - $722.26 $4.79K - $5.78K
615 $436K
SUB
Ishares Short Term National Mu

ETFs
108
+ 2.72%
$104.3 - $106.3 $11.3K - $11.5K
4.08K $433K
VT
Vanguard Total World Stk Index

ETFs
2
+ 0.09%
$107.72 - $119.96 $215 - $240
2.17K $259K
SOFI
So Fi Technologies, Inc.

Financial Services
52
+ 0.51%
$6.32 - $8.19 $329 - $426
10.3K $81K
Activity Summary
Buys All Purchases 45 New Holdings 4 Increased Positions 41 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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