Wealth Plan Partners, LLC Incresed Positions in Q2 2025

Wealth Plan Partners, LLC

  • $552 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ADP
Automatic Data Processing Inc

Industrials
27
+ 3.84%
$276.76 - $326.81 $7.47K - $8.82K
730 $225K
SBUX
Starbucks Corp

Consumer Cyclical
339
+ 15.27%
$79.69 - $99.41 $27K - $33.7K
2.56K $234K
MU
Micron Technology Inc

Technology
294
+ 10.97%
$64.72 - $127.91 $19K - $37.6K
2.98K $366K
RGTI
Rigetti Computing, Inc.

Technology
25.9K
+ 86.42%
$7.5 - $14.29 $194K - $370K
55.8K $661K
Neos ETF Trust
6
+ 0.12%
N/A
5.14K $0
SPMD
Spdr Portfolio

ETFs
316
+ 6.45%
$44.89 - $54.38 $14.2K - $17.2K
5.21K $283K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
719
+ 27.85%
$100.35 - $100.71 $72.2K - $72.4K
3.3K $332K
RDVY
First Trust Rising Dividend Ac

ETFs
2K
+ 42.68%
$51.6 - $62.74 $103K - $126K
6.7K $420K
FVD
First Tr Value Line Divid Inde

ETFs
184
+ 2.92%
$40.62 - $45.12 $7.47K - $8.3K
6.49K $290K
XLE
Energy Sector Spdr

ETFs
900
+ 28.81%
$76.44 - $94.13 $68.8K - $84.7K
4.02K $341K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
862
+ 11.41%
$35.35 - $42.68 $30.5K - $36.8K
8.42K $358K
NFLX
Netflix Inc

Communication Services
93
+ 26.57%
$855.86 - $1339.13 $79.6K - $125K
443 $593K
XLK
Technology Sector Spdr

ETFs
818
+ 50.21%
$179.73 - $253.23 $147K - $207K
2.45K $619K
SCHW
Schwab Charles Corp

Financial Services
61
+ 1.41%
$69.06 - $91.24 $4.21K - $5.57K
4.38K $399K
T
At&T Inc.

Communication Services
455
+ 3.43%
$26.33 - $28.94 $12K - $13.2K
13.7K $397K
IWN
Ishares Russell2000 Val ETF

ETFs
681
+ 27.31%
$131.84 - $157.76 $89.8K - $107K
3.18K $500K
EMB
Ishares Tr

ETFs
118
+ 2.78%
$86.54 - $92.62 $10.2K - $10.9K
4.36K $403K
BAC
Bank Of America Corp

Financial Services
399
+ 4.31%
$34.39 - $47.46 $13.7K - $18.9K
9.65K $456K
CSM
Proshares Large Cap Core Plus

ETFs
1
+ 0.02%
$56.33 - $70.47 $56.3 - $70.5
6.13K $431K
IWS
Ishares Russell Midcap Value E

ETFs
655
+ 21.1%
$110.58 - $132.14 $72.4K - $86.6K
3.76K $496K
SUN
Sunoco LP

Energy
10
+ 0.14%
$50.38 - $59.13 $504 - $591
7.21K $386K
Arm Holdings PLC
970
+ 23.77%
N/A
5.05K $0
FNDX
Schwab Fundamental U S Large C

ETFs
548
+ 2.58%
$20.84 - $24.54 $11.4K - $13.4K
21.8K $534K
CRWD
Crowd Strike Holdings, Inc.

Technology
47
+ 3.27%
$321.63 - $509.31 $15.1K - $23.9K
1.49K $756K
ORCL
Oracle Corp

Technology
82
+ 2.21%
$122.82 - $218.63 $10.1K - $17.9K
3.79K $828K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
360
+ 17.53%
$224.16 - $285.86 $80.7K - $103K
2.41K $690K
USB
Us Bancorp \De\

Financial Services
5
+ 0.04%
$36.4 - $45.76 $182 - $229
12.5K $566K
IWP
Ishares Russell Mid Cap Growth

ETFs
442
+ 8.95%
$104.34 - $138.68 $46.1K - $61.3K
5.38K $746K
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
XLG
Invesco Exchange Traded Fd Tr

ETFs
7.52K
+ 47.79%
$40.94 - $52.1 $308K - $392K
23.3K $1.21M
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
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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