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
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-555
- 5.44%
$43.73 - $46.29 $24.3K - $25.7K
9.65K $445M
EMB
Ishares Tr

ETFs
-199
- 6.66%
$87.75 - $93.74 $17.5K - $18.7K
2.79K $261M
DIAL
Columbia ETF Tr I Diversified

ETFs
-273
- 2.34%
$17.48 - $18.51 $4.77K - $5.05K
11.4K $210M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-343
- 6.89%
$72.52 - $82.35 $24.9K - $28.2K
4.63K $379M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-50
- 2.94%
$283.28 - $314.39 $14.2K - $15.7K
1.65K $520M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-3.33K
- 3.74%
$45.2 - $47.87 $150K - $159K
85.5K $4.06B
SCHP
Schwab Strategic Us Tips ETF

ETFs
-13
- 0.12%
$51.58 - $53.79 $671 - $699
10.9K $584M
RDVY
First Trust Rising Dividend Ac

ETFs
-61
- 1.28%
$53.68 - $59.24 $3.27K - $3.61K
4.69K $278M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-160
- 2.71%
$113.41 - $125.62 $18.1K - $20.1K
5.75K $723M
T
At&T Inc.

Communication Services
-1.48K
- 7.7%
$18.21 - $22.28 $27K - $33K
17.8K $391M
PLTR
Palantir Technologies Inc.

Technology
-3.4K
- 26.94%
$24.09 - $37.95 $81.8K - $129K
9.21K $343M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.28K
- 4.13%
$61.11 - $67.85 $78.4K - $87.1K
29.8K $2.02B
UNH
Unitedhealth Group Inc

Healthcare
-24
- 4.59%
$488.01 - $604.18 $11.7K - $14.5K
499 $292M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-33
- 2.55%
$523.84 - $572.02 $17.3K - $18.9K
1.26K $719M
RODM
Hartford Multifactor Developed

ETFs
-43
- 0.41%
$27.35 - $30.82 $1.18K - $1.33K
10.5K $321M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-131
- 2.02%
$103.09 - $113.83 $13.5K - $14.9K
6.35K $710M
SPMD
Spdr Portfolio

ETFs
-499
- 2.7%
$50.29 - $54.92 $25.1K - $27.4K
18K $984M
JNJ
Johnson & Johnson

Healthcare
-4.67K
- 9.37%
$145.48 - $167.38 $679K - $781K
45.1K $7.32B
NSC
Norfolk Southern Corp

Industrials
-83
- 4.97%
$213.75 - $259.69 $17.7K - $21.6K
1.59K $395M
FEX
First Tr Large Cap Core Alphde

ETFs
-124
- 1.76%
$94.21 - $104.17 $11.7K - $12.9K
6.93K $722M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-4
- 0.2%
$256.4 - $289.78 $1.03K - $1.16K
2K $569M
RTX
Raytheon Technologies Corp

Industrials
-52
- 2.19%
$99.55 - $123.34 $5.18K - $6.41K
2.32K $282M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-392
- 1.71%
$25.45 - $29.53 $9.98K - $11.6K
22.5K $657M
SPY
Spdr S&P 500 ETF Trust

ETFs
-96
- 2.72%
$517.38 - $573.86 $49.7K - $55.1K
3.43K $1.97B
ORCL
Oracle Corp

Technology
-285
- 8.3%
$125.9 - $170.35 $35.9K - $48.5K
3.15K $537M
DVY
Ishares Tr

ETFs
-214
- 3.5%
$119.99 - $135.74 $25.7K - $29K
5.91K $798M
MBB
Ishares Tr

ETFs
-83
- 0.46%
$90.85 - $96.66 $7.54K - $8.02K
17.9K $1.71B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-953
- 1.82%
$44.24 - $49.47 $42.2K - $47.1K
51.4K $2.54B
MO
Altria Group, Inc.

Consumer Defensive
-111
- 0.63%
$45.95 - $54.71 $5.1K - $6.07K
17.4K $890M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-200
- 1.33%
$162.64 - $179.3 $32.5K - $35.9K
14.9K $2.66B
BRO
Brown & Brown, Inc.

Financial Services
-6.88K
- 11.76%
$89.11 - $105.82 $613K - $728K
51.7K $5.35B
EFG
Msci Eafe Growth ETF

ETFs
-215
- 0.82%
$96.84 - $108.77 $20.8K - $23.4K
26.1K $2.81B
XLF
Financial Sector Spdr

ETFs
-207
- 0.6%
$40.84 - $45.74 $8.45K - $9.47K
34.3K $1.55B
AGOX
Starboard Invt Tr

ETFs
-6K
- 1.8%
$26.6 - $29.57 $160K - $178K
327K $9.43B
LOW
Lowes Companies Inc

Consumer Cyclical
-779
- 10.67%
$213.3 - $270.78 $166K - $211K
6.53K $1.77B
SPYG
Spdr Portfolio

ETFs
-711
- 0.88%
$73.38 - $84.1 $52.2K - $59.8K
79.9K $6.63B
IBM
International Business Machines Corp

Technology
-5.57K
- 19.05%
$175.1 - $223.38 $975K - $1.24M
23.7K $5.23B
TSLA
Tesla, Inc.

Consumer Cyclical
-2.16K
- 17.1%
$191.76 - $263.26 $415K - $569K
10.5K $2.74B
UNP
Union Pacific Corp

Industrials
-527
- 2.46%
$221.78 - $256.09 $117K - $135K
20.9K $5.15B
MSM
Msc Industrial Direct CO Inc

Industrials
-1.39K
- 2.21%
$75.8 - $89.13 $106K - $124K
61.5K $5.29B
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-798
- 2.0%
$97.66 - $119.74 $77.9K - $95.6K
39K $4.37B
VZ
Verizon Communications Inc

Communication Services
-1.27K
- 1.22%
$38.89 - $45.0 $49.5K - $57.2K
103K $4.62B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-2
- 0.02%
$156.14 - $187.2 $312 - $374
12.5K $2.31B
APD
Air Products & Chemicals, Inc.

Basic Materials
-319
- 2.24%
$247.34 - $300.11 $78.9K - $95.7K
13.9K $4.15B
O
Realty Income Corp

Real Estate
-8.9K
- 8.71%
$52.36 - $63.42 $466K - $564K
93.3K $5.91B
IGRO
Ishares Tr International Divid

ETFs
-1.02K
- 0.75%
$66.7 - $75.25 $68.2K - $77K
135K $10B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.21K
- 1.29%
$85.84 - $85.84 $190K - $190K
169K $16.4B
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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