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
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
325
+ 4.49%
$40.03 - $46.81 $13K - $15.2K
7.56K $308M
BAC
Bank Of America Corp

Financial Services
21
+ 0.23%
$39.61 - $47.74 $832 - $1K
9.25K $386M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.88K
+ 19.23%
$161.05 - $222.93 $302K - $418K
11.6K $2.13B
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.42K
+ 6.13%
$24.91 - $29.02 $35.5K - $41.3K
24.7K $617M
HRL
Hormel Foods Corp

Consumer Defensive
1.05K
+ 0.67%
$28.29 - $31.52 $29.6K - $32.9K
157K $4.87B
IVW
Ishares S&P 500 Growth ETF

ETFs
5.23K
+ 8.7%
$92.45 - $106.69 $483K - $558K
65.3K $6.07B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
51
+ 2.55%
$254.58 - $302.92 $13K - $15.4K
2.05K $525M
ADBE
Adobe Inc.

Technology
572
+ 12.64%
$377.84 - $464.11 $216K - $265K
5.1K $1.95B
USB
Us Bancorp \De\

Financial Services
227
+ 1.85%
$40.92 - $50.9 $9.29K - $11.6K
12.5K $528M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.1K
+ 2.26%
$48.06 - $53.73 $52.6K - $58.8K
49.6K $2.42B
MRK
Merck & Co., Inc.

Healthcare
80
+ 0.88%
$83.01 - $101.02 $6.64K - $8.08K
9.19K $825M
IYW
Ishares Dj Us Tech ETF

ETFs
182
+ 3.09%
$140.44 - $166.79 $25.6K - $30.4K
6.07K $853M
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
1.07K
+ 2.96%
$17.68 - $23.34 $18.9K - $24.9K
37.2K $657M
ALB
Albemarle Corp

Basic Materials
3.03K
+ 13.16%
$69.95 - $97.49 $212K - $295K
26K $1.88B
TXN
Texas Instruments Inc

Technology
327
+ 1.43%
N/A
23.2K $4.17B
IWF
Ishares Russell 1000 Gr ETF

ETFs
19
+ 0.56%
$360.07 - $417.26 $6.84K - $7.93K
3.41K $1.23B
DOV
Dover Corp

Industrials
259
+ 1.59%
$174.65 - $206.43 $45.2K - $53.5K
16.5K $2.91B
STXG
Ea Ser Tr Strive 1000 Growth E
5.47K
+ 4.61%
N/A
124K $4.97B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
655
+ 16.91%
$283.06 - $421.16 $185K - $276K
4.53K $1.28B
PNC
Pnc Financial Services Group, Inc.

Financial Services
66
+ 0.53%
$168.84 - $202.89 $11.1K - $13.4K
12.6K $2.22B
NKE
Nike, Inc.

Consumer Cyclical
3.69K
+ 9.93%
$63.29 - $81.72 $234K - $302K
40.9K $2.59B
FTLS
First Tr Long/Short Equity ETF

ETFs
830
+ 0.5%
$63.42 - $68.17 $52.6K - $56.6K
167K $10.7B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.37K
+ 1.73%
$53.6 - $58.97 $288K - $316K
315K $17.3B
BX
Blackstone Inc.

Financial Services
2.36K
+ 13.35%
$136.53 - $186.74 $322K - $440K
20K $2.8B
RPM
Rpm International Inc

Basic Materials
184
+ 0.47%
$114.03 - $128.31 $21K - $23.6K
39.4K $4.55B
AVGO
Broadcom Inc.

Technology
132
+ 2.33%
$167.43 - $244.7 $22.1K - $32.3K
5.8K $972M
NVDA
Nvidia Corp

Technology
14K
+ 19.37%
$106.98 - $149.43 $1.5M - $2.09M
86.2K $9.35B
GOOGL
Alphabet Inc.

Communication Services
154
+ 1.37%
$154.33 - $206.19 $23.8K - $31.8K
11.4K $1.76B
QQQ
Invesco Qqq Trust, Series 1

ETFs
818
+ 4.43%
$468.34 - $539.52 $383K - $441K
19.3K $9.03B
VTI
Vanguard Total Stock Market Et

ETFs
1.34K
+ 2.52%
$271.18 - $303.12 $363K - $405K
54.4K $15B
IVV
Ishares Core S&P 500 ETF

ETFs
208
+ 1.0%
$554.06 - $615.85 $115K - $128K
21.1K $11.9B
EMR
Emerson Electric CO

Industrials
296
+ 0.87%
$108.64 - $131.17 $32.2K - $38.8K
34.2K $3.75B
HEQT
Simplify Exchange Traded Fds H
436
+ 0.08%
$28.48 - $30.52 $12.4K - $13.3K
535K $15.3B
AGOX
Starboard Invt Tr

ETFs
10.9K
+ 3.67%
$24.2 - $29.41 $265K - $322K
309K $7.57B
BKE
Buckle Inc

Consumer Cyclical
2
+ 0.0%
$35.15 - $51.65 $70.3 - $103
46.8K $1.79B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.14K
+ 0.7%
N/A
164K $14.5B
MSFT
Microsoft Corp

Technology
586
+ 2.85%
$375.39 - $447.2 $220K - $262K
21.1K $7.94B
SECT
Sector 10, Inc.

ETFs
7.9K
+ 2.59%
$50.98 - $57.8 $403K - $457K
313K $16B
GOOG
Alphabet Inc.

Communication Services
356
+ 0.94%
$156.06 - $207.71 $55.6K - $73.9K
38.4K $6B
TSLA
Tesla, Inc.

Consumer Cyclical
1.2K
+ 11.07%
$222.15 - $428.22 $267K - $514K
12K $3.12B
AMZN
Amazon Com Inc

Consumer Cyclical
726
+ 1.13%
$190.26 - $242.06 $138K - $176K
65.1K $12.4B
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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