Wealth Plan Partners, LLC Incresed Positions in Q3 2025

Wealth Plan Partners, LLC

  • $591 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
17.5K
+ 18.95%
$153.3 - $186.58 $2.69M - $3.27M
110K $20.5M
MSFT
Microsoft Corp

Technology
8.24K
+ 42.73%
$491.09 - $535.64 $4.05M - $4.41M
27.5K $14.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
13.9K
+ 58.47%
$132.9 - $142.03 $1.84M - $1.97M
37.6K $5.3M
GOOG
Alphabet Inc.

Communication Services
562
+ 1.89%
$175.16 - $255.24 $98.4K - $143K
30.4K $7.39M
XLG
Invesco Exchange Traded Fd Tr

ETFs
26.7K
+ 114.62%
$51.78 - $57.89 $1.38M - $1.54M
49.9K $2.87M
RGTI
Rigetti Computing, Inc.

Technology
16K
+ 28.66%
$11.33 - $32.1 $181K - $513K
71.8K $2.14M
IVV
Ishares Core S&P 500 ETF

ETFs
642
+ 3.12%
$620.67 - $670.08 $398K - $430K
21.2K $14.2M
TSLA
Tesla, Inc.

Consumer Cyclical
69
+ 0.65%
$293.94 - $444.72 $20.3K - $30.7K
10.6K $4.73M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.9K
+ 103.7%
$617.65 - $666.84 $1.18M - $1.27M
3.74K $2.49M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
13
+ 0.02%
$459.11 - $506.91 $5.97K - $6.59K
71.7K $36M
AVEM
American Centy ETF Tr Avantis

ETFs
9.52K
+ 12.89%
$68.33 - $75.41 $651K - $718K
83.4K $6.27M
QQQ
Invesco Qqq Trust, Series 1

ETFs
461
+ 2.44%
$546.99 - $602.2 $252K - $278K
19.4K $11.6M
VTI
Vanguard Total Stock Market Et

ETFs
513
+ 1.42%
$303.93 - $329.86 $156K - $169K
36.7K $12M
LLY
Eli Lilly & CO

Healthcare
1.38K
+ 75.16%
$625.65 - $812.69 $865K - $1.12M
3.22K $2.46M
JPM
Jpmorgan Chase & CO

Financial Services
1.13K
+ 5.1%
$282.78 - $316.06 $320K - $358K
23.3K $7.36M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.05K
+ 1.44%
$31.79 - $33.42 $192K - $202K
427K $14.3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
9.92K
+ 19.52%
$54.35 - $59.32 $539K - $589K
60.8K $3.6M
PLTR
Palantir Technologies Inc.

Technology
609
+ 3.95%
$130.68 - $186.97 $79.6K - $114K
16K $2.93M
INTC
Intel Corp

Technology
9.48K
+ 30.05%
$19.31 - $35.5 $183K - $336K
41K $1.38M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.34K
+ 12.72%
$72.65 - $78.68 $388K - $420K
47.3K $3.71M
BKE
Buckle Inc

Consumer Cyclical
3
+ 0.01%
$46.95 - $61.58 $141 - $185
46.6K $2.73M
AVGO
Broadcom Inc.

Technology
563
+ 7.68%
$264.74 - $369.57 $149K - $208K
7.89K $2.6M
HEQT
Simplify Exchange Traded Fds H
6K
+ 1.88%
$30.02 - $31.27 $180K - $188K
325K $10.1M
GLDM
World Gold Trust

ETFs
6.01K
+ 69.89%
$64.73 - $76.45 $389K - $460K
14.6K $1.12M
BA
Boeing CO

Industrials
2.38K
+ 160.7%
$209.79 - $237.38 $499K - $565K
3.86K $833K
ORCL
Oracle Corp

Technology
897
+ 23.67%
$218.96 - $328.33 $196K - $295K
4.69K $1.32M
FTLS
First Tr Long/Short Equity ETF

ETFs
1.63K
+ 1.61%
$65.78 - $69.95 $107K - $114K
103K $7.2M
ALB
Albemarle Corp

Basic Materials
946
+ 4.28%
$62.9 - $88.1 $59.5K - $83.3K
23.1K $1.87M
BX
Blackstone Inc.

Financial Services
684
+ 4.16%
$152.77 - $188.68 $104K - $129K
17.1K $2.93M
ADBE
Adobe Inc.

Technology
1.7K
+ 41.05%
$333.65 - $392.1 $566K - $665K
5.83K $2.06M
TMO
Thermo Fisher Scientific Inc.

Healthcare
241
+ 6.04%
$404.94 - $499.99 $97.6K - $120K
4.23K $2.05M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
14.3K
+ 8.24%
$22.9 - $23.58 $328K - $338K
188K $4.42M
CAT
Caterpillar Inc

Industrials
549
+ 49.82%
$390.92 - $477.15 $215K - $262K
1.65K $787K
XOM
Exxon Mobil Corp

Energy
2.76K
+ 30.7%
$105.83 - $117.22 $292K - $323K
11.7K $1.32M
AMGN
Amgen Inc

Healthcare
1.13K
+ 11.13%
$271.18 - $309.22 $306K - $349K
11.3K $3.18M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
6.6K
+ 10.32%
$37.58 - $39.01 $248K - $257K
70.6K $2.75M
COST
Costco Wholesale Corp

Consumer Defensive
996
+ 11.1%
$915.95 - $994.57 $912K - $991K
9.97K $9.22M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
3.61K
+ 4.32%
$33.78 - $36.74 $122K - $132K
87.1K $3.17M
IVE
Ishares S&P 500 Value ETF

ETFs
660
+ 4.36%
$194.44 - $206.51 $128K - $136K
15.8K $3.26M
UBER
Uber Technologies, Inc

Technology
2.9K
+ 78.02%
$86.91 - $99.57 $252K - $289K
6.62K $648K
SBUX
Starbucks Corp

Consumer Cyclical
3.67K
+ 143.53%
$81.9 - $96.86 $301K - $356K
6.23K $527K
PEP
Pepsico Inc

Consumer Defensive
307
+ 1.14%
$133.81 - $152.16 $41.1K - $46.7K
27.3K $3.83M
MBB
Ishares Tr

ETFs
2.44K
+ 14.26%
$92.46 - $95.73 $226K - $234K
19.6K $1.86M
AGOX
Starboard Invt Tr

ETFs
1.57K
+ 0.85%
$28.93 - $30.85 $45.3K - $48.3K
185K $5.68M
SHOP
Shopify Inc.

Technology
1.26K
+ 72.18%
$112.11 - $157.12 $141K - $197K
3K $445K
MCK
Mckesson Corp

Healthcare
167
+ 6.01%
$659.01 - $772.54 $110K - $129K
2.95K $2.28M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.58K
+ 1.23%
$26.38 - $27.95 $68K - $72.1K
213K $5.81M
UNP
Union Pacific Corp

Industrials
451
+ 2.18%
$214.91 - $237.16 $96.9K - $107K
21.1K $4.99M
AMD
Advanced Micro Devices Inc

Technology
558
+ 8.51%
$134.8 - $184.42 $75.2K - $103K
7.12K $1.15M
Activity Summary
Buys All Purchases 163 New Holdings 19 Increased Positions 144 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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