Wealth Plan Partners, LLC Purchases and Sells in Q3 2025

Wealth Plan Partners, LLC

$591 Million
Q3 2025

Top Buys

Incresed Positions

144 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	17.5K + 18.95%	$153.3 - $186.58 $2.69M - $3.27M	110K $20.5M
MSFT	8.24K + 42.73%	$491.09 - $535.64 $4.05M - $4.41M	27.5K $14.3M
VYM	13.9K + 58.47%	$132.9 - $142.03 $1.84M - $1.97M	37.6K $5.3M
GOOG	562 + 1.89%	$175.16 - $255.24 $98.4K - $143K	30.4K $7.39M
XLG	26.7K + 114.62%	$51.78 - $57.89 $1.38M - $1.54M	49.9K $2.87M
RGTI	16K + 28.66%	$11.33 - $32.1 $181K - $513K	71.8K $2.14M

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INOD	7.85K New	$36.68 - $75.94 $288K - $596K	7.85K $565K
EW	7.01K New	$73.75 - $81.83 $517K - $574K	7.01K $545K
TSM	1.53K New	$224.68 - $282.71 $343K - $431K	1.53K $425K
BJAN	7.64K New	$50.19 - $53.05 $383K - $405K	7.64K $405K
XYL	2.4K New	$129.67 - $147.5 $311K - $354K	2.4K $354K
TTWO	1.31K New	$217.37 - $259.96 $285K - $341K	1.31K $338K

Top Sells

Reduced Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COWZ	-41.8K - 18.16%	$55.15 - $58.11 $2.31M - $2.43M	189K $10.8M
IBM	-957 - 5.93%	$234.77 - $292.47 $225K - $280K	15.2K $4.29M
IUSB	-9.13K - 14.9%	$45.6 - $46.92 $416K - $429K	52.2K $2.44M
DE	-408 - 16.51%	$457.26 - $524.37 $187K - $214K	2.06K $943K
EFV	-7.36K - 16.26%	$62.79 - $68.42 $462K - $504K	37.9K $2.57M
CFR	-1.46K - 5.64%	$122.0 - $138.74 $178K - $202K	24.4K $3.09M

Activity Summary All Purchases 163 New Holdings 19 Increased Positions 144 All Sells 68 Reductions 68 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.