Wealth Plan Partners, LLC Reduced Holdings in Q3 2024

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-81.4K
- 58.69%
$255.18 - $283.2 $20.8M - $23.1M
57.3K $16.2B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-475K
- 93.85%
$36.98 - $41.55 $17.6M - $19.7M
31.1K $1.28B
IEMG
Ishares Inc

ETFs
-275K
- 94.29%
$53.64 - $53.64 $14.7M - $14.7M
16.6K $954M
IVE
Ishares S&P 500 Value ETF

ETFs
-78.8K
- 88.48%
$181.06 - $197.17 $14.3M - $15.5M
10.3K $2.02B
AAPL
Apple Inc.

Technology
-82.2K
- 25.97%
$207.23 - $234.82 $17M - $19.3M
234K $54.6B
DGRO
Ishares Core Dividend Growth E

ETFs
-171K
- 35.71%
$57.47 - $62.76 $9.85M - $10.8M
309K $19.4B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-12.8K
- 40.82%
$434.77 - $502.96 $5.54M - $6.41M
18.5K $9.02B
HIGH
Simplify Exchange Traded Fds E
-215K
- 56.17%
N/A
168K $3.93B
NVDA
Nvidia Corp

Technology
-42K
- 35.32%
$98.91 - $134.91 $4.15M - $5.66M
76.9K $9.34B
GOOG
Alphabet Inc.

Communication Services
-17.3K
- 28.12%
$149.54 - $192.66 $2.58M - $3.32M
44.1K $7.37B
AMZN
Amazon Com Inc

Consumer Cyclical
-12.9K
- 15.81%
$161.02 - $200.0 $2.07M - $2.58M
68.6K $12.8B
CASY
Caseys General Stores Inc

Consumer Cyclical
-7.42K
- 32.53%
$354.52 - $391.16 $2.63M - $2.9M
15.4K $5.78B
COST
Costco Wholesale Corp

Consumer Defensive
-3.58K
- 23.45%
$801.83 - $917.05 $2.87M - $3.28M
11.7K $10.4B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-16K
- 16.85%
$405.19 - $478.57 $6.47M - $7.64M
78.8K $36.3B
V
Visa Inc.

Financial Services
-8.41K
- 59.29%
$253.74 - $291.56 $2.13M - $2.45M
5.77K $1.59B
INTC
Intel Corp

Technology
-56.1K
- 64.05%
$18.9 - $34.87 $1.06M - $1.96M
31.5K $739M
ABT
Abbott Laboratories

Healthcare
-19K
- 57.89%
$100.07 - $118.13 $1.9M - $2.25M
13.8K $1.58B
NUE
Nucor Corp

Basic Materials
-10.3K
- 28.2%
$137.77 - $166.14 $1.42M - $1.72M
26.3K $3.95B
CVX
Chevron Corp

Energy
-8.86K
- 19.25%
$137.88 - $161.97 $1.22M - $1.43M
37.2K $5.47B
CAT
Caterpillar Inc

Industrials
-5.24K
- 81.9%
$316.8 - $391.12 $1.66M - $2.05M
1.16K $453M
VBK
Vanguard Small Cap Growth ETF

ETFs
-4.81K
- 78.62%
$240.48 - $267.94 $1.16M - $1.29M
1.31K $350M
STZ
Constellation Brands, Inc.

Consumer Defensive
-4.56K
- 26.56%
$236.42 - $259.82 $1.08M - $1.18M
12.6K $3.25B
IWN
Ishares Russell2000 Val ETF

ETFs
-6.85K
- 74.66%
$150.05 - $171.34 $1.03M - $1.17M
2.32K $388M
MA
Mastercard Inc

Financial Services
-3.23K
- 27.18%
$429.6 - $500.99 $1.39M - $1.62M
8.66K $4.28B
SPGI
S&P Global Inc.

Financial Services
-2.86K
- 37.54%
$446.32 - $527.38 $1.28M - $1.51M
4.76K $2.46B
IVW
Ishares S&P 500 Growth ETF

ETFs
-11.7K
- 14.65%
$84.77 - $97.13 $992K - $1.14M
68.1K $6.52B
TXN
Texas Instruments Inc

Technology
-5.65K
- 19.58%
$194.6 - $194.6 $1.1M - $1.1M
23.2K $4.8B
DHR
Danaher Corp

Healthcare
-4.48K
- 28.66%
$239.25 - $280.76 $1.07M - $1.26M
11.2K $3.1B
BAC
Bank Of America Corp

Financial Services
-20.1K
- 69.65%
$36.65 - $44.13 $736K - $886K
8.75K $347M
PEP
Pepsico Inc

Consumer Defensive
-5.97K
- 13.77%
$161.9 - $179.3 $966K - $1.07M
37.4K $6.35B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-9.23K
- 48.01%
$95.1 - $106.76 $877K - $985K
9.99K $1.07B
AOS
Smith A O Corp

Industrials
-11.6K
- 33.57%
$76.95 - $91.98 $892K - $1.07M
22.9K $2.06B
IVV
Ishares Core S&P 500 ETF

ETFs
-2.49K
- 10.69%
$520.18 - $576.82 $1.3M - $1.44M
20.8K $12B
KO
Coca Cola CO

Consumer Defensive
-11.8K
- 66.98%
$62.69 - $73.01 $741K - $863K
5.83K $419M
MSFT
Microsoft Corp

Technology
-800
- 3.88%
$395.15 - $467.56 $316K - $374K
19.8K $8.53B
NOW
Service Now, Inc.

Technology
-1.12K
- 34.41%
$730.87 - $937.36 $819K - $1.05M
2.14K $1.91B
ADM
Archer Daniels Midland CO

Consumer Defensive
-10.4K
- 29.09%
$57.96 - $65.72 $602K - $683K
25.3K $1.51B
GPC
Genuine Parts CO

Consumer Cyclical
-4.97K
- 13.5%
$131.04 - $147.11 $651K - $731K
31.8K $4.45B
PJUN
Innovator U.S. Equity Power Bu

ETFs
-18.1K
- 61.51%
$34.72 - $36.88 $630K - $669K
11.4K $419M
WMT
Walmart Inc.

Consumer Defensive
-27.4K
- 22.45%
$66.91 - $81.4 $1.83M - $2.23M
94.6K $7.64B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-7.21K
- 48.67%
$89.91 - $101.33 $649K - $731K
7.61K $746M
JPM
Jpmorgan Chase & CO

Financial Services
-3.92K
- 12.55%
$194.9 - $224.8 $764K - $882K
27.3K $5.76B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-12.4K
- 11.3%
$60.84 - $67.51 $753K - $836K
97.2K $6.56B
RPM
Rpm International Inc

Basic Materials
-9.15K
- 18.37%
$103.91 - $125.03 $950K - $1.14M
40.6K $4.92B
LMT
Lockheed Martin Corp

Industrials
-2.98K
- 26.78%
$460.3 - $584.56 $1.37M - $1.74M
8.14K $4.76B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-34.5K
- 5.58%
$28.1 - $29.89 $969K - $1.03M
584K $17.4B
ADBE
Adobe Inc.

Technology
-396
- 7.34%
$508.13 - $586.55 $201K - $232K
5K $2.59B
SEMI
Columbia ETF Tr I Seligman Sem

ETFs
-5.1K
- 2.9%
$22.54 - $29.25 $115K - $149K
171K $4.4B
BX
Blackstone Inc.

Financial Services
-7.99K
- 28.14%
$120.77 - $159.66 $965K - $1.28M
20.4K $3.12B
Activity Summary
Buys All Purchases 92 New Holdings 22 Increased Positions 70 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 0 Puts 0
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