Wealth Plan Partners, LLC Purchases and Sells in Q2 2025

Wealth Plan Partners, LLC

$552 Million
Q2 2025

Top Buys

Incresed Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ADP	27 + 3.84%	$276.76 - $326.81 $7.47K - $8.82K	730 $225K
SBUX	339 + 15.27%	$79.69 - $99.41 $27K - $33.7K	2.56K $234K
MU	294 + 10.97%	$64.72 - $127.91 $19K - $37.6K	2.98K $366K
RGTI	25.9K + 86.42%	$7.5 - $14.29 $194K - $370K	55.8K $661K
NEOS ETF TRUST	6 + 0.12%	N/A	5.14K $0
SPMD	316 + 6.45%	$44.89 - $54.38 $14.2K - $17.2K	5.21K $283K

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSN	52.2K New	$54.33 - $63.56 $2.84M - $3.32M	52.2K $2.92M
UMAR	64K New	$33.82 - $37.61 $2.16M - $2.41M	64K $2.41M
IAGG	20.2K New	$50.09 - $51.09 $1.01M - $1.03M	20.2K $1.03M
MMD	27.8K New	$14.02 - $15.15 $389K - $421K	27.8K $410K
UBER	3.72K New	$64.62 - $93.3 $240K - $347K	3.72K $347K
PULS	6.54K New	$49.39 - $49.76 $323K - $326K	6.54K $325K

Top Sells

Reduced Positions

142 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-15.3K - 7.17%	$172.42 - $223.89 $2.64M - $3.43M	199K $40.7M
BRK-B	-3.17K - 4.23%	$483.48 - $539.8 $1.53M - $1.71M	71.7K $34.8M
BUFR	-218K - 34.12%	$27.3 - $31.8 $5.95M - $6.93M	421K $13.4M
COWZ	-85.1K - 26.97%	$47.46 - $55.3 $4.04M - $4.7M	230K $12.7M
DGRO	-50.3K - 18.05%	$55.22 - $63.94 $2.78M - $3.22M	229K $14.6M
HEQT	-216K - 40.44%	$27.22 - $30.05 $5.89M - $6.5M	319K $9.57M

Activity Summary All Purchases 91 New Holdings 21 Increased Positions 70 All Sells 142 Reductions 142 Sold out 0 Calls 0 Puts 0

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