White & Co Financial Planning Inc Portfolio Holdings
Q3 2025•19 long positions•$132.8M portfolio value
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Holding19 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $21.4M 16.08% | -$475.5K Sold | — 811.1K shares | 829.2K → 811.1K −$475.5K | -2.18% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $20.6M 15.48% | -$281.6K Sold | — 737.1K shares | 747.2K → 737.1K −$281.6K | -1.35% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $12.8M 9.65% | -$24.2K Sold | — 432.6K shares | 433.4K → 432.6K −$24.2K | -0.19% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $12.2M 9.17% | -$220.2K Sold | — 523.3K shares | 532.7K → 523.3K −$220.2K | -1.78% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $12.1M 9.15% | -$503.6K Sold | — 266.9K shares | 278.0K → 266.9K −$503.6K | -3.98% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $9.2M 6.95% | +$525.7K Bought | — 232.0K shares | 218.8K → 232.0K +$525.7K | +6.04% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.9M 5.91% | +$279.2K Bought | — 340.2K shares | 328.1K → 340.2K +$279.2K | +3.69% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.7M 5.83% | +$320.4K Bought | — 335.0K shares | 321.1K → 335.0K +$320.4K | +4.31% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.5M 4.16% | +$146.1K Bought | — 120.8K shares | 117.6K → 120.8K +$146.1K | +2.71% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.4M 4.1% | +$90.2K Bought | — 252.6K shares | 248.5K → 252.6K +$90.2K | +1.68% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.3M 3.27% | -$82.2K Sold | — 130.3K shares | 132.8K → 130.3K −$82.2K | -1.86% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.5M 2.63% | +$62.2K Bought | — 59.0K shares | 57.9K → 59.0K +$62.2K | +1.81% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.2M 2.39% | +$13.4K Bought | — 64.6K shares | 64.4K → 64.6K +$13.4K | +0.43% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.7M 2.03% | +$92.1K Bought | — 108.0K shares | 104.3K → 108.0K +$92.1K | +3.54% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 1.32% | +$138.7K Bought | — 16.4K shares | 15.1K → 16.4K +$138.7K | +8.61% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 1.31% | +$115.3K Bought | — 99.3K shares | 92.7K → 99.3K +$115.3K | +7.11% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $283.8K 0.214% | -$26.1K Sold | — 424.0 shares | 463.0 → 424.0 −$26.1K | -8.42% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $243.1K 0.183% | +$1.9K Bought | — 2.3K shares | 2.3K → 2.3K +$1.9K | +0.8% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $223.5K 0.168% | -$2.7K Sold | — 6.7K shares | 6.8K → 6.7K −$2.7K | -1.21% | — — | Q4 2024 Held for 11 months |
