Wealth Plan Partners, LLC Incresed Positions in Q1 2025

Wealth Plan Partners, LLC

  • $709 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Pgim ETF Tr
48.8K
+ 192.25%
N/A
74.1K $3.8B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
18.6K
+ 634.55%
$126.11 - $135.06 $2.35M - $2.51M
21.5K $2.78B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
80.1K
+ 14.34%
$29.34 - $31.31 $2.35M - $2.51M
639K $19B
CLOI
Vaneck ETF Tr

ETFs
27.5K
+ 16.59%
$52.68 - $53.16 $1.45M - $1.46M
193K $10.2B
IGRO
Ishares Tr International Divid

ETFs
7.62K
+ 5.97%
$66.91 - $73.87 $510K - $563K
135K $9.79B
Ea Series Trust
46.3K
+ 67.69%
N/A
115K $2.31B
AMGN
Amgen Inc

Healthcare
833
+ 6.33%
$258.59 - $327.36 $215K - $273K
14K $4.36B
CVX
Chevron Corp

Energy
696
+ 1.93%
$146.71 - $167.97 $102K - $117K
36.7K $6.14B
MCK
Mckesson Corp

Healthcare
1.07K
+ 74.48%
$566.21 - $672.99 $603K - $717K
2.5K $1.68B
O
Realty Income Corp

Real Estate
5.84K
+ 7.04%
$51.67 - $58.49 $302K - $341K
88.7K $5.15B
VZ
Verizon Communications Inc

Communication Services
1.43K
+ 1.46%
$37.81 - $46.49 $54.1K - $66.5K
99.7K $4.52B
IVE
Ishares S&P 500 Value ETF

ETFs
3.11K
+ 30.68%
$185.78 - $198.58 $577K - $617K
13.2K $2.52B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
8.88K
+ 6.45%
$29.06 - $32.62 $258K - $290K
147K $4.6B
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.27K
+ 44.36%
$497.6 - $606.74 $634K - $773K
4.15K $2.06B
AVEM
American Centy ETF Tr Avantis

ETFs
6.36K
+ 5.23%
$57.11 - $62.4 $363K - $397K
128K $7.7B
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.77K
+ 28.47%
$169.43 - $182.84 $469K - $506K
12.5K $2.17B
DGRO
Ishares Core Dividend Growth E

ETFs
5.37K
+ 1.96%
$60.46 - $64.42 $325K - $346K
279K $17.2B
GLDM
World Gold Trust

ETFs
5.89K
+ 90.85%
$52.19 - $61.89 $307K - $365K
12.4K $766M
IEMG
Ishares Inc

ETFs
7.15K
+ 49.84%
N/A
21.5K $1.16B
XLF
Financial Sector Spdr

ETFs
6.41K
+ 18.2%
$47.32 - $52.19 $303K - $334K
41.6K $2.07B
STXV
Ea Ser Tr Strive 1000 Value Et
5.77K
+ 3.47%
N/A
172K $5.25B
MSM
Msc Industrial Direct CO Inc

Industrials
2.14K
+ 3.7%
$74.45 - $83.08 $159K - $178K
59.9K $4.65B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.67K
+ 5.6%
$22.46 - $23.26 $217K - $225K
182K $4.22B
PLTR
Palantir Technologies Inc.

Technology
1.92K
+ 13.88%
$64.98 - $124.62 $125K - $239K
15.7K $1.33B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
550
+ 31.43%
$507.05 - $563.67 $279K - $310K
2.3K $1.18B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.97K
+ 13.45%
$168.16 - $186.21 $331K - $366K
16.6K $2.83B
Schwab Strategic Tr
9.03K
+ 34.44%
N/A
35.3K $888M
NUE
Nucor Corp

Basic Materials
1.05K
+ 4.04%
$114.48 - $142.52 $120K - $149K
26.9K $3.24B
J P Morgan Exchange Traded F
9.9K
+ 6.16%
N/A
171K $10.2B
GPC
Genuine Parts CO

Consumer Cyclical
1.07K
+ 3.33%
$115.91 - $129.02 $124K - $138K
33.1K $3.95B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.65K
+ 28.33%
$49.78 - $53.19 $182K - $194K
16.5K $845M
STRV
Ea Ser Tr Strive 500 ETF
7.83K
+ 13.75%
N/A
64.7K $2.33B
SNPS
Synopsys Inc

Technology
651
+ 35.28%
$428.58 - $551.54 $279K - $359K
2.5K $1.07B
LLY
Eli Lilly & CO

Healthcare
75
+ 3.9%
$725.72 - $929.72 $54.4K - $69.7K
2K $1.65B
GLD
Spdr Gold Trust

ETFs
51
+ 1.76%
$243.19 - $288.14 $12.4K - $14.7K
2.96K $851M
XLV
Select Sector Spdr Fund Health

ETFs
96
+ 0.6%
$137.61 - $149.68 $13.2K - $14.4K
16K $2.34B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.7K
+ 2.24%
$44.72 - $46.25 $76.1K - $78.7K
77.6K $3.58B
MO
Altria Group, Inc.

Consumer Defensive
144
+ 0.86%
$50.81 - $60.02 $7.32K - $8.64K
16.8K $1.01B
AOS
Smith A O Corp

Industrials
2.84K
+ 16.67%
$65.16 - $72.69 $185K - $206K
19.8K $1.3B
EMB
Ishares Tr

ETFs
1.4K
+ 49.16%
$88.64 - $92.03 $124K - $129K
4.24K $384M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.24K
+ 43.58%
$56.17 - $59.71 $126K - $134K
7.39K $422M
Valued Advisers Tr
4.34K
+ 2.61%
N/A
170K $4.34B
T Rowe Price ETF Inc
5.31K
+ 7.76%
N/A
73.8K $2.38B
WPC
W. P. Carey Inc.

Real Estate
369
+ 3.97%
$53.5 - $65.05 $19.7K - $24K
9.66K $610M
APD
Air Products & Chemicals, Inc.

Basic Materials
122
+ 0.94%
$283.24 - $338.07 $34.6K - $41.2K
13.2K $3.88B
Blackrock ETF Trust Ii
1.48K
+ 6.95%
N/A
22.8K $1.2B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.76K
+ 33.79%
$57.21 - $65.8 $101K - $116K
6.97K $407M
T
At&T Inc.

Communication Services
199
+ 1.52%
$21.56 - $28.28 $4.29K - $5.63K
13.3K $375M
SPGI
S&P Global Inc.

Financial Services
73
+ 1.92%
$478.26 - $543.77 $34.9K - $39.7K
3.88K $1.97B
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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