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
PM
Philip Morris International Inc.

Consumer Defensive
45
+ 2.56%
$117.15 - $158.79 $5.27K - $7.15K
1.8K $286M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.14K
+ 24.54%
$102.49 - $119.96 $116K - $136K
5.76K $602M
STXK
Ea Ser Tr Strive 2000 ETF
8.8K
+ 11.28%
N/A
86.8K $2.49B
FLBL
Franklin Templeton ETF Tr Libe

ETFs
3.87K
+ 1.71%
$23.9 - $24.43 $92.4K - $94.5K
230K $5.54B
Veralto Corp
1.1K
+ 7.69%
N/A
15.3K $1.49B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
641
+ 2.94%
$18.36 - $20.51 $11.8K - $13.1K
22.4K $443M
SCHW
Schwab Charles Corp

Financial Services
257
+ 6.33%
$71.24 - $83.64 $18.3K - $21.5K
4.31K $338M
CRWD
Crowd Strike Holdings, Inc.

Technology
60
+ 4.35%
$308.86 - $455.36 $18.5K - $27.3K
1.44K $507M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
685
+ 0.39%
$25.44 - $25.58 $17.4K - $17.5K
179K $4.56B
PEP
Pepsico Inc

Consumer Defensive
716
+ 2.03%
$142.64 - $156.42 $102K - $112K
36K $5.4B
SPYG
Spdr Portfolio

ETFs
7.64K
+ 9.85%
$80.05 - $92.39 $612K - $706K
85.2K $6.85B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
337
+ 7.75%
$78.12 - $83.7 $26.3K - $28.2K
4.69K $378M
FNDF
Schwab Fundamental Intl Large

ETFs
186
+ 2.74%
$32.9 - $37.45 $6.12K - $6.97K
6.96K $252M
IWS
Ishares Russell Midcap Value E

ETFs
253
+ 8.87%
$122.59 - $135.24 $31K - $34.2K
3.11K $391M
COP
Conocophillips

Energy
15
+ 0.44%
$88.6 - $105.85 $1.33K - $1.59K
3.41K $359M
Ea Series Trust
3.53K
+ 7.53%
N/A
50.4K $1.24B
CSCO
Cisco Systems, Inc.

Technology
94
+ 2.37%
$58.74 - $64.87 $5.52K - $6.1K
4.07K $251M
VTV
Vanguard Value ETF

ETFs
7
+ 0.31%
$167.73 - $179.21 $1.17K - $1.25K
2.24K $387M
NEE
Nextera Energy Inc

Utilities
224
+ 2.44%
$66.96 - $76.16 $15K - $17.1K
9.41K $667M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
55
+ 1.66%
$76.94 - $78.28 $4.23K - $4.31K
3.37K $263M
WFC
Wells Fargo & Company

Financial Services
27
+ 0.85%
$66.78 - $81.42 $1.8K - $2.2K
3.21K $231M
ARCC
Ares Capital Corp

Financial Services
36
+ 0.24%
$21.28 - $23.81 $766 - $857
15.3K $339M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
211
+ 2.85%
$91.76 - $103.26 $19.4K - $21.8K
7.62K $705M
IWN
Ishares Russell2000 Val ETF

ETFs
201
+ 8.77%
$149.27 - $169.4 $30K - $34K
2.49K $377M
BAPR
Innovator U.S. Equity Buffer E

ETFs
125
+ 1.34%
$41.97 - $46.03 $5.25K - $5.75K
9.46K $402M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
2.22K
+ 3.28%
$72.31 - $80.69 $160K - $179K
69.8K $5.08B
IWP
Ishares Russell Mid Cap Growth

ETFs
247
+ 5.26%
$114.9 - $139.6 $28.4K - $34.5K
4.94K $581M
SPMD
Spdr Portfolio

ETFs
19
+ 0.39%
$50.21 - $57.73 $954 - $1.1K
4.9K $251M
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
HIGH
Simplify Exchange Traded Fds E
4.34K
+ 2.77%
N/A
161K $3.52B
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
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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