Wealth Plan Partners, LLC Sells in Q4 2024

Wealth Plan Partners, LLC

  • $705 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FVD
First Tr Value Line Divid Inde

ETFs
-976
- 12.02%
$43.4 - $46.7 $42.4K - $45.6K
7.14K $312M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-2.89K
- 5.62%
$49.03 - $53.35 $142K - $154K
48.5K $2.49B
LNG
Cheniere Energy, Inc.

Energy
-2.04K
- 18.65%
$181.07 - $225.92 $370K - $461K
8.91K $1.91B
PG
Procter & Gamble CO

Consumer Defensive
-172
- 5.54%
$161.05 - $179.7 $27.7K - $30.9K
2.93K $491M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-726
- 12.23%
$61.68 - $67.87 $44.8K - $49.3K
5.21K $325M
FNDF
Schwab Fundamental Intl Large

ETFs
-392
- 5.47%
$32.92 - $37.15 $12.9K - $14.6K
6.78K $225M
ARCC
Ares Capital Corp

Financial Services
-2.54K
- 14.28%
$20.74 - $22.27 $52.7K - $56.6K
15.3K $334M
CSCO
Cisco Systems, Inc.

Technology
-1.15K
- 22.4%
$52.45 - $60.02 $60.2K - $68.8K
3.97K $235M
COP
Conocophillips

Energy
-98
- 2.8%
$95.12 - $114.72 $9.32K - $11.2K
3.4K $337M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-303
- 8.39%
$77.02 - $78.58 $23.3K - $23.8K
3.31K $256M
FSK
Fs Kkr Capital Corp

Financial Services
-3.2K
- 14.43%
$19.71 - $22.22 $63K - $71.1K
19K $412M
NSC
Norfolk Southern Corp

Industrials
-1
- 0.06%
$230.6 - $277.0 $231 - $277
1.59K $372M
MO
Altria Group, Inc.

Consumer Defensive
-763
- 4.38%
$49.06 - $57.74 $37.4K - $44.1K
16.7K $872M
IWP
Ishares Russell Mid Cap Growth

ETFs
-511
- 9.82%
$116.4 - $138.52 $59.5K - $70.8K
4.69K $595M
IWS
Ishares Russell Midcap Value E

ETFs
-50
- 1.72%
$128.08 - $140.32 $6.4K - $7.02K
2.85K $369M
BA
Boeing CO

Industrials
-424
- 17.48%
$138.14 - $180.72 $58.6K - $76.6K
2K $354M
DSL
Double Line Income Solutions Fund

Financial Services
-599
- 4.23%
$12.32 - $13.0 $7.38K - $7.79K
13.6K $171M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-34
- 0.79%
$94.77 - $97.36 $3.22K - $3.31K
4.28K $408M
DE
Deere & CO

Industrials
-66
- 2.59%
$389.45 - $466.0 $25.7K - $30.8K
2.48K $1.05B
IWN
Ishares Russell2000 Val ETF

ETFs
-30
- 1.29%
$162.69 - $181.35 $4.88K - $5.44K
2.29K $376M
IFRA
Ishares Tr

ETFs
-95
- 1.24%
$45.94 - $51.71 $4.36K - $4.91K
7.55K $349M
TJX
Tjx Companies Inc

Consumer Cyclical
-153
- 4.12%
$112.15 - $127.2 $17.2K - $19.5K
3.57K $431M
AMAX
Starboard Invt Tr Rh Hedged Mu
-320
- 2.78%
$7.78 - $8.11 $2.49K - $2.6K
11.2K $87.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-35
- 2.12%
$311.11 - $335.64 $10.9K - $11.7K
1.62K $521M
SPY
Spdr S&P 500 ETF Trust

ETFs
-52
- 1.52%
$567.81 - $607.81 $29.5K - $31.6K
3.38K $1.98B
ROK
Rockwell Automation, Inc

Industrials
-1
- 0.1%
$264.65 - $302.92 $265 - $303
1K $287M
NFLX
Netflix Inc

Communication Services
-26
- 4.5%
$687.65 - $936.56 $17.9K - $24.4K
552 $492M
NOW
Service Now, Inc.

Technology
-206
- 9.64%
$867.18 - $1148.42 $179K - $237K
1.93K $2.05B
MAIN
Main Street Capital Corp

Financial Services
-941
- 4.05%
$49.95 - $58.58 $47K - $55.1K
22.3K $1.31B
CASY
Caseys General Stores Inc

Consumer Cyclical
-439
- 2.85%
$366.65 - $427.88 $161K - $188K
15K $5.92B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-962
- 19.89%
$260.53 - $404.79 $251K - $389K
3.87K $1.48B
SPYG
Spdr Portfolio

ETFs
-2.35K
- 2.95%
$81.74 - $91.38 $192K - $215K
77.5K $6.82B
GOOGL
Alphabet Inc.

Communication Services
-436
- 3.74%
$161.86 - $196.66 $70.6K - $85.7K
11.2K $2.12B
JPM
Jpmorgan Chase & CO

Financial Services
-1.84K
- 6.75%
$205.18 - $250.29 $378K - $462K
25.5K $6.11B
NVDA
Nvidia Corp

Technology
-4.63K
- 6.02%
$117.0 - $148.88 $541K - $689K
72.2K $9.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-39
- 0.21%
$481.22 - $538.17 $18.8K - $21K
18.5K $9.43B
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-3.07K
- 7.86%
$107.98 - $143.92 $331K - $442K
36K $4.83B
WMT
Walmart Inc.

Consumer Defensive
-451
- 0.48%
$79.1 - $95.7 $35.7K - $43.2K
94.1K $8.5B
AMZN
Amazon Com Inc

Consumer Cyclical
-4.26K
- 6.21%
$180.88 - $232.93 $770K - $992K
64.3K $14.1B
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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