Wealth Plan Partners, LLC Purchases in Q1 2025

Wealth Plan Partners, LLC

  • $709 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
129K
New
$34.08 - $35.99 $4.41M - $4.66M
129K $4.44B
BJUL
Innovator U.S. Equity Buffer E

ETFs
88.1K
New
$42.65 - $46.09 $3.76M - $4.06M
88.1K $3.81B
Innovator Etfs Trust
91K
New
N/A
91K $3.78B
Aim ETF Products Trust
120K
New
N/A
120K $3.73B
AZAL
Aim ETF Prods Tr Allianzim Us

Technology
97.2K
New
N/A
97.2K $3.72B
Pgim ETF Tr
48.8K
+ 192.25%
N/A
74.1K $3.8B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
18.6K
+ 634.55%
$126.11 - $135.06 $2.35M - $2.51M
21.5K $2.78B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
80.1K
+ 14.34%
$29.34 - $31.31 $2.35M - $2.51M
639K $19B
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6B
CLOI
Vaneck ETF Tr

ETFs
27.5K
+ 16.59%
$52.68 - $53.16 $1.45M - $1.46M
193K $10.2B
XTEN
Bondbloxx ETF Tr Bloomberg 10
23.1K
New
N/A
23.1K $1.07B
Ea Series Trust
46.3K
+ 67.69%
N/A
115K $2.31B
AMGN
Amgen Inc

Healthcare
833
+ 6.33%
$258.59 - $327.36 $215K - $273K
14K $4.36B
CVX
Chevron Corp

Energy
696
+ 1.93%
$146.71 - $167.97 $102K - $117K
36.7K $6.14B
MCK
Mckesson Corp

Healthcare
1.07K
+ 74.48%
$566.21 - $672.99 $603K - $717K
2.5K $1.68B
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
20.6K
New
$40.5 - $42.02 $834K - $866K
20.6K $860M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
16.8K
New
$47.03 - $47.8 $789K - $802K
16.8K $790M
XLG
Invesco Exchange Traded Fd Tr

ETFs
15.7K
New
$45.72 - $51.73 $720K - $814K
15.7K $724M
O
Realty Income Corp

Real Estate
5.84K
+ 7.04%
$51.67 - $58.49 $302K - $341K
88.7K $5.15B
BUYW
Northern Lts Fd Tr Iv Main Buy
54.6K
+ 30.82%
N/A
232K $3.18B
First Tr Exchng Traded Fd Vi
22.7K
New
N/A
22.7K $693M
VZ
Verizon Communications Inc

Communication Services
1.43K
+ 1.46%
$37.81 - $46.49 $54.1K - $66.5K
99.7K $4.52B
IVE
Ishares S&P 500 Value ETF

ETFs
3.11K
+ 30.68%
$185.78 - $198.58 $577K - $617K
13.2K $2.52B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
8.88K
+ 6.45%
$29.06 - $32.62 $258K - $290K
147K $4.6B
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.27K
+ 44.36%
$497.6 - $606.74 $634K - $773K
4.15K $2.06B
AVEM
American Centy ETF Tr Avantis

ETFs
6.36K
+ 5.23%
$57.11 - $62.4 $363K - $397K
128K $7.7B
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.77K
+ 28.47%
$169.43 - $182.84 $469K - $506K
12.5K $2.17B
DGRO
Ishares Core Dividend Growth E

ETFs
5.37K
+ 1.96%
$60.46 - $64.42 $325K - $346K
279K $17.2B
GLDM
World Gold Trust

ETFs
5.89K
+ 90.85%
$52.19 - $61.89 $307K - $365K
12.4K $766M
IEMG
Ishares Inc

ETFs
7.15K
+ 49.84%
N/A
21.5K $1.16B
AMP
Ameriprise Financial Inc

Financial Services
800
New
$472.29 - $575.13 $378K - $460K
800 $387M
XLF
Financial Sector Spdr

ETFs
6.41K
+ 18.2%
$47.32 - $52.19 $303K - $334K
41.6K $2.07B
STXV
Ea Ser Tr Strive 1000 Value Et
5.77K
+ 3.47%
N/A
172K $5.25B
HEFA
Ishares Currency Hedged Msci E

ETFs
9.38K
New
$34.83 - $37.52 $327K - $352K
9.38K $340M
MSM
Msc Industrial Direct CO Inc

Industrials
2.14K
+ 3.7%
$74.45 - $83.08 $159K - $178K
59.9K $4.65B
VEA
Vanguard Ftse Developed Market

ETFs
6.57K
New
$47.4 - $52.99 $311K - $348K
6.57K $334M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.67K
+ 5.6%
$22.46 - $23.26 $217K - $225K
182K $4.22B
PLTR
Palantir Technologies Inc.

Technology
1.92K
+ 13.88%
$64.98 - $124.62 $125K - $239K
15.7K $1.33B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.58K
New
$100.34 - $100.68 $259K - $260K
2.58K $260M
IAU
Ishares Gold Trust

ETFs
4.13K
New
$49.74 - $58.96 $205K - $244K
4.13K $244M
Neos ETF Trust
5.13K
New
N/A
5.13K $243M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
550
+ 31.43%
$507.05 - $563.67 $279K - $310K
2.3K $1.18B
RGTI
Rigetti Computing, Inc.

Technology
29.9K
New
$6.05 - $19.51 $181K - $584K
29.9K $237M
AXP
American Express CO

Financial Services
880
New
$255.39 - $325.87 $225K - $287K
880 $237M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.15K
New
$42.5 - $46.71 $219K - $241K
5.15K $233M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.97K
+ 13.45%
$168.16 - $186.21 $331K - $366K
16.6K $2.83B
Schwab Strategic Tr
9.03K
+ 34.44%
N/A
35.3K $888M
NUE
Nucor Corp

Basic Materials
1.05K
+ 4.04%
$114.48 - $142.52 $120K - $149K
26.9K $3.24B
SBUX
Starbucks Corp

Consumer Cyclical
2.22K
New
$91.75 - $115.81 $204K - $257K
2.22K $218M
Activity Summary
Buys All Purchases 142 New Holdings 21 Increased Positions 121 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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