Waller Financial Planning Group, Inc.

WALLER FINANCIAL PLANNING GROUP, INC Top 13F Holdings

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Waller Financial Planning Group is a large advisory firm with 555 clients and discretionary assets under management (AUM) of $524,084,258 (Form ADV from 2024-03-04). Their last reported …

whalewisdom.com

WALLER FINANCIAL PLANNING GROUP, INC | Form 13F - RADiENT

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SEC Form 13F for WALLER FINANCIAL PLANNING GROUP, INC, CIK: 1736079 as on 31 Dec 2022. Quarterly holdings report, AUM: $344,658,846.02

radientanalytics.com

Waller Financial Planning Group, Inc 13F Annual Report

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$372 billion Assets Under Management (AUM) As of 25th June 2024, Waller Financial Planning Group, Inc’s top holding is 2,913,054 shares of Spdr Ser Tr currently worth over $125 billion …

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Waller Financial Planning Group, Inc Q3 2024 13F Top Portfolio …

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Jul 2, 2024  · Waller Financial Planning Group, Inc reported 68 holdings with total value $403 M as of Q3 2024. Top holdings included SPMD, SPSM, SPDW, IVV, and OMFL. WALLER …

13f.info

Waller Financial Planning Group, Inc Q2 2024 13F Top Portfolio …

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Jul 2, 2024  · Waller Financial Planning Group, Inc reported 70 holdings with total value $372 M as of Q2 2024. Top holdings included SPMD, SPSM, SPDW, IVV, and OMFL. WALLER …

13f.info

Waller Financial Planning Group, Inc 13F Annual Report

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Waller Financial Planning Group, Inc 13F annual report Waller Financial Planning Group, Inc is an investment fund managing more than $375 billion ran by Jason Farris. There are currently 34 …

wallmine.com

Waller Financial Planning Group, Inc Q2 2020 13F Top Portfolio …

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Waller Financial Planning Group, Inc reported 47 holdings with total value $257 M as of Q2 2020. Top holdings included IVV, SPDW, SPAB, VGSH, and SPSM. WALLER FINANCIAL …

13f.info

Home | Corient

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Speak to a Partner. Corient manages $185 billion in client assets. All data as of September 30, 2024. Client assets reflect the aggregate assets of Corient Holdings Inc. (“Holdings”), Corient …

corient.com

Waller Financial Planning Group, Inc Q3 2020 13F Top Portfolio …

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Waller Financial Planning Group, Inc reported 46 holdings with total value $273 M as of Q3 2020. Top holdings included IVV, SPDW, SPAB, VGSH, and SPMD. WALLER FINANCIAL …

13f.info

Waller Financial Planning Group, Inc Q4 2020 13F Top Portfolio …

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Waller Financial Planning Group, Inc reported 45 holdings with total value $321 M as of Q4 2020. Top holdings included IVV, SPDW, SPAB, SPSM, and SPMD. WALLER FINANCIAL …

13f.info

Nvidia’s 13F Review: Holdings Nearly Doubled, APLD In Focus

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1 day ago  · Compared to the last quarter of 2023, the AI/GPU chipmaker’s holdings nearly doubled from $230 million to now $433 million. This is to be expected as in the latest earnings …

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