Wealth Plan Partners, LLC Sells in Q2 2025

Wealth Plan Partners, LLC

  • $552 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
-67
- 0.73%
$73.47 - $87.12 $4.92K - $5.84K
9.13K $722K
ABT
Abbott Laboratories

Healthcare
-435
- 7.05%
$123.95 - $138.08 $53.9K - $60.1K
5.73K $779K
GLDM
World Gold Trust

ETFs
-3.77K
- 30.48%
$58.96 - $67.97 $222K - $256K
8.6K $563K
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-11.4K
- 57.87%
N/A
8.29K $0
NEE
Nextera Energy Inc

Utilities
-209
- 2.22%
$64.11 - $75.0 $13.4K - $15.7K
9.2K $638K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-217
- 0.88%
$22.27 - $29.21 $4.83K - $6.34K
24.4K $713K
WPC
W. P. Carey Inc.

Real Estate
-2.69K
- 27.83%
$56.12 - $64.53 $151K - $174K
6.97K $434K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.88K
- 32.57%
$90.56 - $109.49 $170K - $205K
3.88K $424K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-76
- 4.7%
$272.36 - $339.57 $20.7K - $25.8K
1.54K $523K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-1.38K
- 7.6%
$22.66 - $26.12 $31.2K - $35.9K
16.7K $409K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-287
- 4.95%
$70.44 - $86.87 $20.2K - $24.9K
5.52K $479K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.39K
- 10.68%
$17.76 - $22.1 $42.5K - $52.9K
20K $442K
QCOM
Qualcomm Inc

Technology
-290
- 10.1%
$124.66 - $159.48 $36.2K - $46.2K
2.58K $410K
GE
General Electric CO

Industrials
-302
- 13.74%
$166.81 - $257.39 $50.4K - $77.7K
1.9K $488K
TGT
Target Corp

Consumer Defensive
-453
- 11.36%
$88.76 - $105.77 $40.2K - $47.9K
3.53K $348K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.9K
- 27.24%
$51.16 - $62.02 $97.1K - $118K
5.07K $314K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-82
- 1.94%
$91.23 - $97.27 $7.48K - $7.98K
4.15K $403K
PG
Procter & Gamble CO

Consumer Defensive
-191
- 8.2%
$157.66 - $172.39 $30.1K - $32.9K
2.14K $340K
VTV
Vanguard Value ETF

ETFs
-650
- 28.99%
$153.67 - $176.74 $99.9K - $115K
1.59K $281K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-772
- 16.47%
$72.71 - $82.56 $56.1K - $63.7K
3.92K $319K
CAT
Caterpillar Inc

Industrials
-2
- 0.18%
$273.94 - $388.21 $548 - $776
1.1K $427K
RTX
Raytheon Technologies Corp

Industrials
-434
- 15.87%
$113.75 - $148.48 $49.4K - $64.4K
2.3K $335K
COP
Conocophillips

Energy
-387
- 11.34%
$82.66 - $106.1 $32K - $41.1K
3.03K $271K
TJX
Tjx Companies Inc

Consumer Cyclical
-656
- 22.93%
$119.13 - $135.03 $78.1K - $88.6K
2.21K $272K
VEA
Vanguard Ftse Developed Market

ETFs
-1.44K
- 21.86%
$45.65 - $57.01 $65.6K - $81.9K
5.13K $292K
FSK
Fs Kkr Capital Corp

Financial Services
-147
- 0.97%
$17.95 - $21.5 $2.64K - $3.16K
15.1K $312K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.18K
- 31.31%
$72.61 - $88.75 $85.6K - $105K
2.59K $229K
BA
Boeing CO

Industrials
-302
- 16.94%
$136.59 - $217.51 $41.3K - $65.7K
1.48K $310K
VUG
Vanguard Growth ETF

ETFs
-57
- 6.96%
$329.49 - $438.4 $18.8K - $25K
762 $334K
PM
Philip Morris International Inc.

Consumer Defensive
-292
- 16.2%
$149.23 - $184.95 $43.6K - $54K
1.51K $275K
KKR
Kkr & Co. Inc.

Financial Services
-81
- 3.36%
$92.79 - $134.29 $7.52K - $10.9K
2.33K $309K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-55
- 1.63%
$77.74 - $78.78 $4.28K - $4.33K
3.31K $260K
ROK
Rockwell Automation, Inc

Industrials
-45
- 4.48%
$218.97 - $332.17 $9.85K - $14.9K
959 $318K
FNDF
Schwab Fundamental Intl Large

ETFs
-363
- 5.21%
$32.25 - $40.02 $11.7K - $14.5K
6.6K $264K
CSCO
Cisco Systems, Inc.

Technology
-29
- 0.71%
$53.19 - $69.38 $1.54K - $2.01K
4.04K $280K
IAU
Ishares Gold Trust

ETFs
-49
- 1.19%
$56.1 - $64.74 $2.75K - $3.17K
4.08K $254K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-618
- 11.99%
$39.89 - $49.46 $24.7K - $30.6K
4.54K $224K
WFC
Wells Fargo & Company

Financial Services
-702
- 21.86%
$60.98 - $80.12 $42.8K - $56.2K
2.51K $201K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-19
- 0.65%
$77.94 - $79.5 $1.48K - $1.51K
2.88K $229K
SHOP
Shopify Inc.

Technology
-570
- 24.68%
$76.89 - $115.35 $43.8K - $65.7K
1.74K $200K
AMAX
Starboard Invt Tr Rh Hedged Mu
-5.25K
- 32.72%
$7.12 - $7.94 $37.4K - $41.7K
10.8K $84K
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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