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Strive U.S. Semiconductor ETF shares owned by Holistic Planning

Quarter-by-quarter ownership of Strive U.S. Semiconductor ETF (SHOC) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Strive U.S. Semiconductor ETF

Tip: Access up to 7 years of quarterly data

All positions including Strive U.S. Semiconductor ETF held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strive U.S. Semiconductor ETF by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $783k 13k 62.47
2025-06-30 $697k 13k 53.13
2025-03-31 $549k 14k 39.70
2024-12-31 $521k 11k 45.91

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive 1000 Grwt (STXG)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive Enhanced (BUXX)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 500 Etf (STRV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)

View all positions for Holistic Planning

Top funds holding Strive U.S. Semiconductor ETF

Cambridge Investment Research Advisors
LPL Financial
CLS Investments
Cetera Investment Advisers
Brookstone Capital Management
Demars Financial Group
Gwn Securities
Holistic Planning
HighTower Advisors
Birch Financial Group
Gts Securities
Visionary Wealth Advisors
Global Endowment Management
Advisor Group Holdings
Harbour Investments

View all funds holding Strive U.S. Semiconductor ETF