Wealth Plan Partners, LLC Reduced Holdings in Q2 2025

Wealth Plan Partners, LLC

  • $552 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-15.3K
- 7.17%
$172.42 - $223.89 $2.64M - $3.43M
199K $40.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.17K
- 4.23%
$483.48 - $539.8 $1.53M - $1.71M
71.7K $34.8M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-218K
- 34.12%
$27.3 - $31.8 $5.95M - $6.93M
421K $13.4M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-85.1K
- 26.97%
$47.46 - $55.3 $4.04M - $4.7M
230K $12.7M
DGRO
Ishares Core Dividend Growth E

ETFs
-50.3K
- 18.05%
$55.22 - $63.94 $2.78M - $3.22M
229K $14.6M
HEQT
Simplify Exchange Traded Fds H
-216K
- 40.44%
$27.22 - $30.05 $5.89M - $6.5M
319K $9.57M
VTI
Vanguard Total Stock Market Et

ETFs
-18.2K
- 33.53%
$243.75 - $303.93 $4.45M - $5.54M
36.2K $11M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-121K
- 73.52%
N/A
43.5K $3.73M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.62K
- 7.1%
$167.32 - $223.3 $773K - $1.03M
60.4K $13.3M
IVV
Ishares Core S&P 500 ETF

ETFs
-545
- 2.58%
$498.8 - $620.9 $272K - $338K
20.6K $12.8M
CLOI
Vaneck ETF Tr

ETFs
-26.9K
- 13.95%
$51.16 - $53.02 $1.38M - $1.43M
166K $8.79M
J P Morgan Exchange Traded F
-57.5K
- 33.7%
N/A
113K $0
COST
Costco Wholesale Corp

Consumer Defensive
-1.61K
- 15.18%
$908.13 - $1056.85 $1.46M - $1.7M
8.97K $8.88M
IGRO
Ishares Tr International Divid

ETFs
-50.2K
- 37.15%
$66.32 - $80.17 $3.33M - $4.03M
85K $6.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-355
- 1.84%
$416.06 - $551.64 $148K - $196K
18.9K $10.4M
WMT
Walmart Inc.

Consumer Defensive
-22.9K
- 24.61%
$81.79 - $99.98 $1.87M - $2.29M
70.1K $6.85M
MSFT
Microsoft Corp

Technology
-1.86K
- 8.82%
$354.56 - $497.45 $661K - $927K
19.3K $9.59M
AVEM
American Centy ETF Tr Avantis

ETFs
-54.1K
- 42.27%
$53.08 - $68.54 $2.87M - $3.71M
73.9K $5.06M
AGOX
Starboard Invt Tr

ETFs
-126K
- 40.74%
$23.19 - $29.58 $2.92M - $3.73M
183K $5.42M
JNJ
Johnson & Johnson

Healthcare
-7.65K
- 18.32%
$146.36 - $159.82 $1.12M - $1.22M
34.1K $5.21M
SPYG
Spdr Portfolio

ETFs
-25.8K
- 30.33%
$71.83 - $95.32 $1.86M - $2.46M
59.3K $5.66M
ABBV
Abb Vie Inc.

Healthcare
-8.79K
- 27.74%
$170.16 - $206.27 $1.5M - $1.81M
22.9K $4.25M
CASY
Caseys General Stores Inc

Consumer Cyclical
-4.29K
- 29.27%
$415.82 - $510.91 $1.78M - $2.19M
10.4K $5.29M
BRO
Brown & Brown, Inc.

Financial Services
-15.1K
- 29.71%
$104.48 - $124.43 $1.58M - $1.88M
35.7K $3.96M
JPM
Jpmorgan Chase & CO

Financial Services
-3.05K
- 12.09%
$210.28 - $289.91 $642K - $885K
22.2K $6.43M
CVX
Chevron Corp

Energy
-8.44K
- 22.98%
$133.73 - $168.51 $1.13M - $1.42M
28.3K $4.05M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.66K
- 2.62%
$24.32 - $27.87 $138K - $158K
210K $5.57M
GOOG
Alphabet Inc.

Communication Services
-8.62K
- 22.43%
$146.58 - $180.01 $1.26M - $1.55M
29.8K $5.29M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-79.4K
- 34.52%
$23.13 - $24.23 $1.84M - $1.92M
151K $3.65M
IBM
International Business Machines Corp

Technology
-6.07K
- 27.33%
$221.03 - $294.78 $1.34M - $1.79M
16.1K $4.76M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-42K
- 50.0%
$58.41 - $72.69 $2.45M - $3.05M
42K $3.05M
PEP
Pepsico Inc

Consumer Defensive
-9.01K
- 25.02%
$128.02 - $151.37 $1.15M - $1.36M
27K $3.56M
O
Realty Income Corp

Real Estate
-28.2K
- 31.77%
$52.27 - $58.52 $1.47M - $1.65M
60.5K $3.49M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-30K
- 42.96%
$62.35 - $83.2 $1.87M - $2.49M
39.8K $3.31M
UNP
Union Pacific Corp

Industrials
-65
- 0.31%
$208.27 - $238.46 $13.5K - $15.5K
20.6K $4.75M
HRL
Hormel Foods Corp

Consumer Defensive
-147K
- 93.24%
$29.11 - $31.44 $4.27M - $4.61M
10.6K $321K
MSM
Msc Industrial Direct CO Inc

Industrials
-15.7K
- 26.17%
$70.15 - $85.48 $1.1M - $1.34M
44.2K $3.76M
GGG
Graco Inc

Industrials
-16.2K
- 29.26%
$74.02 - $87.26 $1.2M - $1.41M
39.1K $3.36M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-63K
- 43.0%
$27.79 - $34.16 $1.75M - $2.15M
83.5K $2.84M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-47.9K
- 26.83%
$24.96 - $25.5 $1.2M - $1.22M
131K $3.33M
RPM
Rpm International Inc

Basic Materials
-13.9K
- 35.37%
$96.97 - $117.58 $1.35M - $1.64M
25.4K $2.79M
VZ
Verizon Communications Inc

Communication Services
-26.7K
- 26.83%
$41.67 - $45.62 $1.11M - $1.22M
72.9K $3.16M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-9.8K
- 27.5%
$105.8 - $131.55 $1.04M - $1.29M
25.9K $3.32M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-47.7K
- 36.85%
$32.77 - $36.44 $1.56M - $1.74M
81.7K $2.98M
AMGN
Amgen Inc

Healthcare
-3.84K
- 27.46%
$262.28 - $309.85 $1.01M - $1.19M
10.2K $2.83M
Valued Advisers Tr
-47.7K
- 28.0%
N/A
123K $0
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-8.54K
- 4.68%
$22.68 - $23.28 $194K - $199K
174K $4.04M
TXN
Texas Instruments Inc

Technology
-6.2K
- 26.7%
N/A
17K $3.31M
META
Meta Platforms, Inc.

Communication Services
-878
- 12.42%
$484.66 - $738.09 $426K - $648K
6.19K $4.57M
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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