Wealth Plan Partners, LLC New Holdings in Q3 2025

Wealth Plan Partners, LLC

  • $591 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
INOD
Innodata Inc

Technology
7.85K
New
$36.68 - $75.94 $288K - $596K
7.85K $565K
EW
Edwards Lifesciences Corp

Healthcare
7.01K
New
$73.75 - $81.83 $517K - $574K
7.01K $545K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.53K
New
$224.68 - $282.71 $343K - $431K
1.53K $425K
BJAN
Innovator U.S. Equity Buffer E

ETFs
7.64K
New
$50.19 - $53.05 $383K - $405K
7.64K $405K
XYL
Xylem Inc.

Industrials
2.4K
New
$129.67 - $147.5 $311K - $354K
2.4K $354K
TTWO
Take Two Interactive Software Inc

Communication Services
1.31K
New
$217.37 - $259.96 $285K - $341K
1.31K $338K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.42K
New
$46.61 - $49.24 $299K - $316K
6.42K $316K
INTU
Intuit Inc

Technology
350
New
$646.03 - $807.39 $226K - $283K
350 $239K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.59K
New
$135.0 - $146.02 $214K - $232K
1.59K $231K
KLAC
Kla Corp

Technology
212
New
$843.9 - $1078.6 $179K - $229K
212 $228K
NEM
Newmont Corp

Basic Materials
2.6K
New
$57.35 - $85.25 $149K - $221K
2.6K $219K
BMY
Bristol Myers Squibb CO

Healthcare
4.79K
New
$43.31 - $48.98 $207K - $235K
4.79K $215K
HDV
Ishares Core High Dividend ETF

ETFs
1.74K
New
$118.16 - $123.66 $206K - $216K
1.74K $213K
GHC
Graham Holdings CO

Consumer Defensive
178
New
$882.65 - $1184.8 $157K - $211K
178 $209K
FPX
First Trust Us Equity Opportun

ETFs
1.23K
New
$141.57 - $166.21 $175K - $205K
1.23K $204K
Innovator Etfs Trust
61K
New
N/A
61K $0
Global X Fds
8.35K
New
N/A
8.35K $0
Ge Vernova Inc
1.17K
New
N/A
1.17K $0
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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