Wealth Plan Partners, LLC Purchases in Q3 2024

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
474
+ 3.1%
$143.3 - $157.24 $67.9K - $74.5K
15.8K $2.43B
DE
Deere & CO

Industrials
110
+ 4.51%
$344.84 - $418.0 $37.9K - $46K
2.55K $1.06B
John Hancock Exchange Traded
4.03K
+ 47.05%
N/A
12.6K $381M
LLY
Eli Lilly & CO

Healthcare
187
+ 11.83%
$772.14 - $960.02 $144K - $180K
1.77K $1.57B
AGNC
Agnc Investment Corp.

Real Estate
11.8K
New
$9.48 - $10.66 $112K - $126K
11.8K $123M
ARCC
Ares Capital Corp

Financial Services
5.26K
+ 41.88%
$19.8 - $21.28 $104K - $112K
17.8K $373M
CEG
Constellation Energy Corp

Utilities
2
+ 0.11%
$167.08 - $262.86 $334 - $526
1.76K $456M
CRWD
Crowd Strike Holdings, Inc.

Technology
606
+ 92.94%
$217.89 - $392.15 $132K - $238K
1.26K $353M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.65K
+ 23.94%
$41.02 - $46.01 $67.5K - $75.7K
8.52K $388M
MU
Micron Technology Inc

Technology
1.48K
+ 75.33%
$86.27 - $136.82 $127K - $202K
3.43K $356M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
3.68K
+ 2.2%
$25.19 - $25.5 $92.8K - $93.9K
171K $4.35B
SCHA
Schwab Strategic Tr Us Small C

ETFs
158
+ 0.96%
$46.9 - $51.96 $7.41K - $8.21K
16.7K $859M
GE
General Electric CO

Industrials
3
+ 0.12%
$156.66 - $189.66 $470 - $569
2.51K $472M
DNL
Wiswisdomtree Tr

ETFs
1.84K
+ 30.13%
$36.65 - $40.81 $67.3K - $74.9K
7.93K $312M
FVD
First Tr Value Line Divid Inde

ETFs
827
+ 11.34%
$40.45 - $45.49 $33.5K - $37.6K
8.12K $369M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
263
+ 6.78%
$105.53 - $118.34 $27.8K - $31.1K
4.14K $485M
SCHG
Schwab Strategic Tr Us Large C

ETFs
488
+ 8.39%
$92.63 - $105.69 $45.2K - $51.6K
6.31K $657M
FNDX
Schwab Fundamental U S Large C

ETFs
414
+ 5.96%
$65.36 - $71.76 $27.1K - $29.7K
7.36K $528M
JEPI
J P Morgan Exchange Traded Fd

ETFs
682
+ 12.17%
$54.98 - $59.51 $37.5K - $40.6K
6.29K $374M
IFRA
Ishares Tr

ETFs
139
+ 1.85%
$41.55 - $46.97 $5.78K - $6.53K
7.64K $359M
MDLZ
Mondelez International, Inc.

Consumer Defensive
14
+ 0.29%
$64.35 - $75.71 $901 - $1.06K
4.9K $361M
DSL
Double Line Income Solutions Fund

Financial Services
2.48K
+ 21.16%
$12.42 - $13.06 $30.7K - $32.3K
14.2K $184M
BUYW
Northern Lts Fd Tr Iv Main Buy
1.7K
+ 3.73%
N/A
47.4K $660M
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
755
+ 2.15%
$15.21 - $18.46 $11.5K - $13.9K
35.8K $637M
CSCO
Cisco Systems, Inc.

Technology
81
+ 1.61%
$44.74 - $53.22 $3.62K - $4.31K
5.12K $272M
HYLB
Xtrackers Usd High Yield Corp

ETFs
193
+ 1.22%
$35.26 - $36.92 $6.81K - $7.13K
16.1K $593M
PFE
Pfizer Inc

Healthcare
687
+ 9.06%
$27.7 - $31.39 $19K - $21.6K
8.27K $239M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
500
+ 8.26%
$50.25 - $50.74 $25.1K - $25.4K
6.55K $333M
Ea Series Trust
349
+ 1.37%
N/A
25.9K $786M
PFF
Ishares Trust Ishares Pfd And

ETFs
190
+ 1.77%
$31.18 - $33.5 $5.92K - $6.37K
10.9K $363M
CSM
Proshares Large Cap Core Plus

ETFs
1
+ 0.01%
$58.62 - $65.37 $58.6 - $65.4
7.24K $473M
ALB
Albemarle Corp

Basic Materials
450
+ 1.94%
$72.85 - $100.09 $32.8K - $45K
23.6K $2.24B
FNDF
Schwab Fundamental Intl Large

ETFs
6
+ 0.08%
$33.67 - $37.71 $202 - $226
7.17K $268M
CMCSA
Comcast Corp

Communication Services
32
+ 0.61%
$37.33 - $41.78 $1.19K - $1.34K
5.28K $221M
QCOM
Qualcomm Inc

Technology
275
+ 16.83%
$156.12 - $209.64 $42.9K - $57.7K
1.91K $325M
MAIN
Main Street Capital Corp

Financial Services
62
+ 0.27%
$47.05 - $52.25 $2.92K - $3.24K
23.2K $1.17B
Arm Holdings PLC
392
+ 12.21%
N/A
3.6K $515M
SUN
Sunoco LP

Energy
10
+ 0.13%
$50.23 - $58.53 $502 - $585
7.55K $405M
MCK
Mckesson Corp

Healthcare
58
+ 4.26%
$479.06 - $630.38 $27.8K - $36.6K
1.42K $702M
GOOGL
Alphabet Inc.

Communication Services
385
+ 3.42%
$148.65 - $191.18 $57.2K - $73.6K
11.7K $1.93B
AVGO
Broadcom Inc.

Technology
3.67K
+ 271.72%
$136.27 - $1745.86 $500K - $6.41M
5.02K $866M
Activity Summary
Buys All Purchases 92 New Holdings 22 Increased Positions 70 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 0 Puts 0
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