Wealth Plan Partners, LLC Reduced Holdings in Q4 2024

Wealth Plan Partners, LLC

  • $705 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
-1.37K
- 5.77%
$204.9 - $238.04 $280K - $325K
22.3K $4.9B
HIGH
Simplify Exchange Traded Fds E
-11.2K
- 6.69%
N/A
156K $3.6B
LOW
Lowes Companies Inc

Consumer Cyclical
-680
- 10.42%
$244.52 - $284.07 $166K - $193K
5.85K $1.44B
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.57K
- 6.19%
$49.38 - $59.52 $77.4K - $93.3K
23.8K $1.2B
WPC
W. P. Carey Inc.

Real Estate
-3.74K
- 28.71%
$53.44 - $61.33 $200K - $229K
9.29K $506M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-2.4K
- 3.43%
$74.69 - $79.24 $179K - $190K
67.6K $5.1B
J P Morgan Exchange Traded F
-7.13K
- 4.25%
N/A
161K $9.97B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-6.1K
- 6.28%
$66.77 - $71.52 $407K - $436K
91.1K $6.28B
VUG
Vanguard Growth ETF

ETFs
-782
- 48.84%
$378.79 - $428.11 $296K - $335K
819 $336M
LECO
Lincoln Electric Holdings Inc

Industrials
-904
- 4.07%
$187.47 - $219.94 $169K - $199K
21.3K $4B
ALB
Albemarle Corp

Basic Materials
-602
- 2.55%
$86.08 - $111.3 $51.8K - $67K
23K $1.98B
Valued Advisers Tr
-8.42K
- 4.82%
N/A
166K $4.22B
CVX
Chevron Corp

Energy
-1.13K
- 3.03%
$141.15 - $162.53 $159K - $183K
36K $5.22B
HRL
Hormel Foods Corp

Consumer Defensive
-6.25K
- 3.85%
$29.21 - $33.55 $183K - $210K
156K $4.9B
PJAN
Innovator U.S. Equity Power Bu

ETFs
-6.16K
- 40.29%
$41.16 - $42.25 $254K - $260K
9.13K $386M
TGT
Target Corp

Consumer Defensive
-850
- 17.21%
$121.59 - $160.69 $103K - $137K
4.09K $553M
SNPS
Synopsys Inc

Technology
-349
- 15.91%
$485.36 - $588.0 $169K - $205K
1.85K $895M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-2.39K
- 32.91%
$80.93 - $85.66 $193K - $205K
4.87K $394M
IEMG
Ishares Inc

ETFs
-2.28K
- 13.7%
N/A
14.3K $749M
XLK
Technology Sector Spdr

ETFs
-856
- 33.95%
$220.26 - $241.44 $189K - $207K
1.67K $387M
Ea Series Trust
-6.69K
- 12.49%
N/A
46.9K $1.22B
XLE
Energy Sector Spdr

ETFs
-1.7K
- 29.41%
$83.32 - $97.27 $142K - $166K
4.09K $350M
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.37K
- 40.04%
$31.23 - $33.51 $136K - $146K
6.54K $206M
MRK
Merck & Co., Inc.

Healthcare
-167
- 1.8%
$96.31 - $114.76 $16.1K - $19.2K
9.11K $907M
MCD
Mcdonalds Corp

Consumer Cyclical
-358
- 13.2%
$288.47 - $316.54 $103K - $113K
2.36K $683M
XOM
Exxon Mobil Corp

Energy
-383
- 3.64%
$105.51 - $125.37 $40.4K - $48K
10.1K $1.09B
GOOG
Alphabet Inc.

Communication Services
-6.06K
- 13.73%
$163.08 - $198.16 $987K - $1.2M
38.1K $7.25B
INTC
Intel Corp

Technology
-348
- 1.1%
$19.07 - $26.23 $6.64K - $9.13K
31.2K $625M
BRO
Brown & Brown, Inc.

Financial Services
-317
- 0.61%
$100.93 - $113.42 $32K - $36K
51.3K $5.24B
HD
Home Depot, Inc.

Consumer Cyclical
-114
- 2.78%
$385.02 - $431.37 $43.9K - $49.2K
3.99K $1.55B
KO
Coca Cola CO

Consumer Defensive
-707
- 12.13%
$61.74 - $71.71 $43.7K - $50.7K
5.12K $319M
SCHW
Schwab Charles Corp

Financial Services
-2.07K
- 33.82%
$63.31 - $82.85 $131K - $172K
4.06K $300M
RPM
Rpm International Inc

Basic Materials
-1.45K
- 3.58%
$120.09 - $140.26 $174K - $204K
39.2K $4.82B
T
At&T Inc.

Communication Services
-4.7K
- 26.46%
$21.22 - $23.88 $99.8K - $112K
13.1K $298M
MU
Micron Technology Inc

Technology
-306
- 8.91%
$84.16 - $113.41 $25.8K - $34.7K
3.13K $263M
IYW
Ishares Dj Us Tech ETF

ETFs
-912
- 13.41%
$148.14 - $166.23 $135K - $152K
5.89K $940M
IVE
Ishares S&P 500 Value ETF

ETFs
-130
- 1.27%
$189.5 - $206.17 $24.6K - $26.8K
10.1K $1.93B
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-600
- 3.01%
$27.09 - $32.06 $16.3K - $19.2K
19.3K $542M
GE
General Electric CO

Industrials
-186
- 7.43%
$159.95 - $194.23 $29.8K - $36.1K
2.32K $387M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-238
- 4.86%
$59.25 - $72.99 $14.1K - $17.4K
4.66K $278M
BX
Blackstone Inc.

Financial Services
-2.75K
- 13.47%
$148.45 - $199.05 $408K - $547K
17.7K $3.04B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.14K
- 18.14%
$57.53 - $60.83 $65.6K - $69.3K
5.15K $296M
John Hancock Exchange Traded
-1.64K
- 13.04%
N/A
10.9K $305M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-214
- 3.37%
$103.53 - $112.72 $22.2K - $24.1K
6.14K $639M
CSM
Proshares Large Cap Core Plus

ETFs
-1.11K
- 15.36%
$64.59 - $69.02 $71.8K - $76.8K
6.13K $405M
DVY
Ishares Tr

ETFs
-338
- 5.72%
$129.55 - $143.41 $43.8K - $48.5K
5.57K $731M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.29K
- 15.12%
$44.33 - $49.55 $57.1K - $63.8K
7.23K $325M
DNL
Wiswisdomtree Tr

ETFs
-985
- 12.42%
$35.98 - $39.39 $35.4K - $38.8K
6.94K $250M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-237
- 1.6%
$176.42 - $186.91 $41.8K - $44.3K
14.6K $2.6B
Activity Summary
Buys All Purchases 87 New Holdings 19 Increased Positions 68 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 0
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