Wealth Plan Partners, LLC Purchases in Q4 2024

Wealth Plan Partners, LLC

  • $705 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
STXV
Ea Ser Tr Strive 1000 Value Et
7.94K
+ 5.01%
N/A
166K $4.91B
Ea Series Trust
7.2K
+ 11.75%
N/A
68.4K $1.36B
SPOT
Spotify Technology S.A.

Communication Services
34
+ 4.73%
$362.95 - $502.38 $12.3K - $17.1K
753 $337M
BAC
Bank Of America Corp

Financial Services
479
+ 5.47%
$39.22 - $47.77 $18.8K - $22.9K
9.23K $406M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
482
+ 11.63%
$113.92 - $127.38 $54.9K - $61.4K
4.63K $533M
RSP
Invesco S&P 500 Equal Weight E

ETFs
434
+ 4.67%
$174.22 - $187.62 $75.6K - $81.4K
9.73K $1.7B
RTX
Raytheon Technologies Corp

Industrials
413
+ 17.77%
$114.45 - $127.21 $47.3K - $52.5K
2.74K $317M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
973
+ 8.16%
$51.09 - $55.27 $49.7K - $53.8K
12.9K $659M
USB
Us Bancorp \De\

Financial Services
14
+ 0.11%
$43.98 - $53.66 $616 - $751
12.3K $588M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
195
+ 7.12%
$126.68 - $134.74 $24.7K - $26.3K
2.93K $374M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
96
+ 1.36%
$84.34 - $95.14 $8.1K - $9.13K
7.13K $622M
CAT
Caterpillar Inc

Industrials
115
+ 9.92%
$360.37 - $416.88 $41.4K - $47.9K
1.27K $462M
UPS
United Parcel Service Inc

Industrials
193
+ 11.96%
$122.65 - $138.35 $23.7K - $26.7K
1.81K $228M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
13
+ 1.03%
$563.99 - $620.12 $7.33K - $8.06K
1.28K $727M
MINO
Pimco ETF Tr Municipal Income

ETFs
1.78K
+ 2.64%
$44.94 - $46.07 $79.9K - $81.9K
69.1K $3.11B
PM
Philip Morris International Inc.

Consumer Defensive
30
+ 1.74%
$118.38 - $133.06 $3.55K - $3.99K
1.76K $212M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
91
+ 2.04%
$89.9 - $100.66 $8.18K - $9.16K
4.56K $412M
Blackrock ETF Trust Ii
500
+ 2.4%
N/A
21.4K $1.11B
EMB
Ishares Tr

ETFs
51
+ 1.83%
$88.94 - $93.46 $4.54K - $4.77K
2.84K $253M
AGNC
Agnc Investment Corp.

Real Estate
700
+ 5.94%
$9.21 - $10.59 $6.45K - $7.41K
12.5K $115M
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.9K
+ 268.38%
$25.93 - $105.3 $439K - $1.78M
23.2K $647M
Arm Holdings PLC
479
+ 13.3%
N/A
4.08K $503M
SUN
Sunoco LP

Energy
11
+ 0.15%
$50.8 - $56.82 $559 - $625
7.56K $389M
DOV
Dover Corp

Industrials
251
+ 1.57%
$184.72 - $206.51 $46.4K - $51.8K
16.3K $3.06B
FNDX
Schwab Fundamental U S Large C

ETFs
14K
+ 190.13%
$23.49 - $71.77 $329K - $1M
21.3K $506M
Ea Series Trust
1.06K
+ 4.07%
N/A
27K $744M
EFV
Msci Eafe Value ETF

ETFs
2.41K
+ 6.64%
$51.78 - $57.15 $125K - $138K
38.8K $2.03B
TLT
Ishares Barclays 20+ Year Trea

ETFs
96
+ 1.26%
$87.1 - $98.49 $8.36K - $9.46K
7.7K $673M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
351
+ 2.01%
$55.45 - $61.08 $19.5K - $21.4K
17.8K $987M
LLY
Eli Lilly & CO

Healthcare
155
+ 8.77%
$727.2 - $932.06 $113K - $144K
1.92K $1.48B
Veralto Corp
424
+ 3.07%
N/A
14.2K $1.45B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
87.1K
+ 101.86%
$22.63 - $47.53 $1.97M - $4.14M
173K $3.92B
XLV
Select Sector Spdr Fund Health

ETFs
141
+ 0.89%
$136.28 - $154.74 $19.2K - $21.8K
15.9K $2.19B
AMD
Advanced Micro Devices Inc

Technology
236
+ 3.55%
$118.88 - $172.8 $28.1K - $40.8K
6.89K $832M
GPC
Genuine Parts CO

Consumer Cyclical
239
+ 0.75%
$113.11 - $143.63 $27K - $34.3K
32.1K $3.74B
SCHX
Schwab Strategic Tr Us Large C

ETFs
358
+ 1.2%
$22.4 - $68.28 $8.02K - $24.4K
30.1K $698M
Activity Summary
Buys All Purchases 87 New Holdings 19 Increased Positions 68 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 0
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