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CIK: 0001949824
Total reported value
$353.9M
$353.9M
313 檔
0.0%
According to the latest 13F quarterly dataset, Essential Planning, LLC. managed an equity portfolio of $353.9M at the end of Q4 2024, spanning 313 distinct U.S. exchange-listed positions.
In Q4 2024, Essential Planning, LLC. adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 50 holdings to manage risk exposure.
Showing top 200 holdings (of 313 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | T | At&t Inc | Stock-Comm Services | — | -0.04% | -100.00% | |
| 2 | ABT | Abbott Laboratories | Stock-Healthcare | — | — | — | |
| 3 | ADBE | Adobe Inc | Stock-Tech | — | — | — | |
| 4 | ASIX | Advansix Inc | Stock-Other | — | — | — | |
| 5 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-Other | — | — | — | |
| 6 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | — | — | — | |
| 7 | LNT | Alliant Energy CORP | Stock-Utilities | — | — | — | |
| 8 | ALL | Allstate CORP | Stock-Financials | — | — | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | — | +0.04% | -100.00% | |
| 10 | MO | Altria Group Inc | Stock-Consumer Staples | — | — | — | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | — | +0.01% | -100.00% | |
| 12 | AEP | American Electric Power | Stock-Utilities | — | — | — | |
| 13 | AVXL | Anavex Life Sciences CORP | Stock-Other | — | — | — | |
| 14 | AAPL | Apple Inc | Stock-Tech | — | — | -100.00% | |
| 15 | AMAT | Applied Materials Inc | Stock-Tech | — | — | — | |
| 16 | ANET | Arista Networks Inc | Stock-Tech | — | +0.02% | — | |
| 17 | TEAM | Atlassian Corp-cl A | Stock-Tech | — | — | — | |
| 18 | AZO | Autozone Inc | Stock-Consumer Disc | — | — | — | |
| 19 | CAR | Avis Budget Group Inc | Stock-Other | — | — | — | |
| 20 | BP | Bp Plc-spons Adr | Stock-Energy | — | — | — | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | — | — | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | — | -0.03% | -100.00% | |
| 23 | BA | Boeing Co/the | Stock-Industrials | — | — | — | |
| 24 | SAM | Boston Beer Company Inc-a | Stock-Consumer Staples | — | — | — | |
| 25 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | — | — | — | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | — | +0.06% | NEW | |
| 27 | CME | Cme Group Inc | Stock-Financials | — | — | — | |
| 28 | CVS | Cvs Health CORP | Stock-Healthcare | — | +0.06% | NEW | |
| 29 | CSQ | Calamos Strat Ttl Rtrn Fnd | Stock-Other | — | — | — | |
| 30 | COF | Capital One Financial CORP | Stock-Financials | — | — | — | |
| 31 | CARR | Carrier Global CORP | Stock-Industrials | — | — | — | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | — | — | — | |
| 33 | CVX | Chevron CORP | Stock-Energy | — | — | — | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | — | — | — | |
| 35 | C | Citigroup Inc | Stock-Financials | — | — | — | |
| 36 | CFG | Citizens Financial Group | Stock-Financials | — | — | — | |
| 37 | CLX | Clorox Company | Stock-Consumer Staples | — | — | — | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | — | — | — | |
| 39 | UTF | Cohen & Steers Infrastructur | Stock-Other | — | — | — | |
| 40 | CL | Colgate-palmolive Co | Stock-Consumer Staples | — | — | — | |
| 41 | CMCSA | Comcast Corp-class A | Stock-Comm Services | — | — | — | |
| 42 | CMPS | Compass Pathways PLC | Stock-Other | — | — | — | |
| 43 | ED | Consolidated Edison Inc | Stock-Utilities | — | — | — | |
| 44 | CEG | Constellation Energy | Stock-Utilities | — | — | — | |
| 45 | GLW | Corning Inc | Stock-Tech | — | — | — | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | — | — | — | |
| 47 | HELP | Cybin Inc | Stock-Other | — | — | — | |
| 48 | DNP | Dnp Select Income Fund Inc | Stock-Financials | — | — | — | |
| 49 | DE | Deere & Co | Stock-Industrials | — | — | — | |
| 50 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | — | — | — |
According to official SEC Form 13F filings, Essential Planning, LLC. reported a total U.S. public equity portfolio value of $353.9M across 313 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including T, ABT, ADBE) accounted for 0.0% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
BND
前期市值: $51.9M
During Q4 2024, Essential Planning, LLC.'s top holdings by market value included T (0.0%)、ABT (0.0%)、ADBE (0.0%). The largest single position, T, represented 0.0% of total portfolio value.
In Q4 2024, Essential Planning, LLC. made 50 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 50 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
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