Wealth Plan Partners, LLC Purchases in Q2 2025

Wealth Plan Partners, LLC

  • $552 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
480
+ 7.9%
$78.21 - $143.81 $37.5K - $69K
6.56K $930K
FXH
First Tr Exchange Trd Fd Healt

ETFs
172
+ 2.8%
$93.63 - $103.68 $16.1K - $17.8K
6.31K $654K
SCHX
Schwab Strategic Tr Us Large C

ETFs
966
+ 3.28%
$19.6 - $24.44 $18.9K - $23.6K
30.4K $743K
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
333
+ 0.9%
$15.54 - $23.35 $5.17K - $7.78K
37.5K $875K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
60
+ 4.81%
$468.22 - $566.51 $28.1K - $34K
1.31K $740K
MCD
Mcdonalds Corp

Consumer Cyclical
225
+ 10.48%
$285.55 - $321.23 $64.2K - $72.3K
2.37K $693K
INTC
Intel Corp

Technology
861
+ 2.81%
$18.13 - $22.69 $15.6K - $19.5K
31.5K $706K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
184
+ 2.41%
$82.32 - $112.47 $15.1K - $20.7K
7.81K $878K
DVY
Ishares Tr

ETFs
1
+ 0.02%
$118.37 - $134.86 $118 - $135
5.32K $706K
Ea Series Trust
196
+ 0.75%
N/A
26.5K $0
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
4.52K
+ 26.94%
$45.89 - $47.6 $207K - $215K
21.3K $1.01M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.78K
+ 10.75%
$45.11 - $52.34 $80.3K - $93.1K
18.3K $959K
AVGO
Broadcom Inc.

Technology
1.53K
+ 26.3%
$146.29 - $275.65 $223K - $421K
7.33K $2.02M
XTEN
Bondbloxx ETF Tr Bloomberg 10
26.4K
+ 114.34%
N/A
49.5K $0
IEMG
Ishares Inc

ETFs
17.1K
+ 79.48%
N/A
38.6K $2.07M
Blackrock ETF Trust Ii
332
+ 1.45%
N/A
23.2K $0
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.66K
+ 22.55%
$90.85 - $102.31 $241K - $272K
14.4K $1.45M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.06%
$320.42 - $424.58 $641 - $849
3.41K $1.45M
MAIN
Main Street Capital Corp

Financial Services
325
+ 1.48%
$49.15 - $59.32 $16K - $19.3K
22.3K $1.32M
MBB
Ishares Tr

ETFs
93
+ 0.55%
$91.41 - $94.22 $8.5K - $8.76K
17.1K $1.61M
MCK
Mckesson Corp

Healthcare
283
+ 11.34%
$652.83 - $732.78 $185K - $207K
2.78K $2.04M
GOOGL
Alphabet Inc.

Communication Services
2.42K
+ 21.28%
$144.7 - $178.6 $350K - $432K
13.8K $2.43M
EFV
Msci Eafe Value ETF

ETFs
14.7K
+ 47.94%
$52.4 - $64.65 $769K - $949K
45.3K $2.88M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.05K
+ 8.37%
$152.93 - $181.74 $160K - $190K
13.5K $2.46M
Ea Series Trust
256
+ 0.22%
N/A
115K $0
STRV
Ea Ser Tr Strive 500 ETF
3.77K
+ 5.82%
N/A
68.5K $0
XLV
Select Sector Spdr Fund Health

ETFs
352
+ 2.2%
$128.77 - $144.3 $45.3K - $50.8K
16.4K $2.21M
T Rowe Price ETF Inc
1.51K
+ 2.04%
N/A
75.3K $0
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.25K
+ 2.51%
$43.53 - $54.46 $54.3K - $67.9K
50.8K $2.77M
STXK
Ea Ser Tr Strive 2000 ETF
2.47K
+ 2.84%
N/A
89.2K $0
IVE
Ishares S&P 500 Value ETF

ETFs
1.89K
+ 14.27%
$168.34 - $195.42 $318K - $369K
15.1K $2.96M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.19K
+ 10.15%
$114.78 - $133.31 $251K - $292K
23.7K $3.16M
QUAL
Ishares Msci Usa Quality Facto

ETFs
873
+ 5.27%
$152.42 - $182.82 $133K - $160K
17.5K $3.19M
BUYW
Northern Lts Fd Tr Iv Main Buy
36.3K
+ 15.66%
N/A
268K $0
Pgim ETF Tr
105K
+ 141.13%
N/A
179K $0
STXG
Ea Ser Tr Strive 1000 Growth E
2.29K
+ 1.85%
N/A
126K $0
STXV
Ea Ser Tr Strive 1000 Value Et
6.23K
+ 3.62%
N/A
178K $0
IVW
Ishares S&P 500 Growth ETF

ETFs
790
+ 1.21%
$82.96 - $110.1 $65.5K - $87K
66.1K $7.28M
NVDA
Nvidia Corp

Technology
6.22K
+ 7.22%
$94.31 - $157.99 $587K - $983K
92.5K $14.6M
SECT
Sector 10, Inc.

ETFs
7.11K
+ 2.27%
$45.25 - $58.07 $322K - $413K
320K $18.6M
Activity Summary
Buys All Purchases 91 New Holdings 21 Increased Positions 70 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 0
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