Wealth Plan Investment Management, LLC Purchases in Q3 2024

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
87.8K
+ 32.65%
$207.23 - $234.82 $18.2M - $20.6M
357K $83.1M
VTI
Vanguard Total Stock Market Et

ETFs
85.4K
+ 293.45%
$255.18 - $283.2 $21.8M - $24.2M
114K $32.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
498K
New
$36.98 - $41.55 $18.4M - $20.7M
498K $20.5M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
668K
New
$24.86 - $26.33 $16.6M - $17.6M
668K $17.4M
IVE
Ishares S&P 500 Value ETF

ETFs
81.5K
New
$181.06 - $197.17 $14.8M - $16.1M
81.5K $16.1M
IEMG
Ishares Inc

ETFs
282K
New
$53.64 - $53.64 $15.1M - $15.1M
282K $15.1M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
474K
+ 483.02%
$24.05 - $24.42 $11.4M - $11.6M
572K $13.9M
DGRO
Ishares Core Dividend Growth E

ETFs
171K
+ 172.37%
$57.47 - $62.76 $9.81M - $10.7M
270K $16.9M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
212K
New
$42.73 - $44.94 $9.04M - $9.51M
212K $9.51M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16.3K
+ 44.25%
$405.19 - $478.57 $6.6M - $7.79M
53.1K $24.4M
BSEP
Innovator U.S. Equity Buffer E

ETFs
181K
New
$39.49 - $42.12 $7.13M - $7.61M
181K $7.61M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
130K
New
$39.95 - $45.86 $5.18M - $5.94M
130K $5.92M
NVDA
Nvidia Corp

Technology
45.2K
+ 97.62%
$98.91 - $134.91 $4.47M - $6.1M
91.6K $11.1M
TDIV
First Trust Nasdaq Technology

ETFs
66.3K
New
$70.51 - $81.07 $4.67M - $5.37M
66.3K $5.32M
ON
On Semiconductor Corp

Technology
72.9K
New
$66.39 - $78.74 $4.84M - $5.74M
72.9K $5.3M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
83.5K
New
$59.61 - $60.15 $4.97M - $5.02M
83.5K $5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
10.2K
+ 1040.08%
$434.77 - $502.96 $4.42M - $5.12M
11.2K $5.44M
IWM
Ishares Russell 2000 ETF

ETFs
21.6K
New
$200.87 - $224.6 $4.34M - $4.85M
21.6K $4.77M
WMT
Walmart Inc.

Consumer Defensive
23K
+ 12.35%
$66.91 - $81.4 $1.54M - $1.87M
209K $16.9M
COST
Costco Wholesale Corp

Consumer Defensive
3.88K
+ 27.77%
$801.83 - $917.05 $3.11M - $3.56M
17.9K $15.8M
AMZN
Amazon Com Inc

Consumer Cyclical
20.9K
+ 44.25%
$161.02 - $200.0 $3.36M - $4.18M
68.1K $12.7M
LMT
Lockheed Martin Corp

Industrials
3.64K
+ 30.73%
$460.3 - $584.56 $1.67M - $2.13M
15.5K $9.05M
IBM
International Business Machines Corp

Technology
5.08K
+ 12.38%
$175.1 - $223.38 $889K - $1.13M
46.1K $10.2M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
68.3K
New
$42.76 - $45.16 $2.92M - $3.08M
68.3K $3.05M
AVGO
Broadcom Inc.

Technology
16.3K
New
$136.27 - $1745.86 $2.22M - $28.4M
16.3K $2.81M
MA
Mastercard Inc

Financial Services
4.09K
+ 27.73%
$429.6 - $500.99 $1.76M - $2.05M
18.8K $9.3M
CLOI
Vaneck ETF Tr

ETFs
51.7K
+ 24.47%
$52.65 - $53.04 $2.72M - $2.74M
263K $14M
ABBV
Abb Vie Inc.

Healthcare
5K
+ 7.45%
$163.84 - $199.33 $820K - $997K
72.2K $14.3M
IWP
Ishares Russell Mid Cap Growth

ETFs
22.9K
New
$103.87 - $117.59 $2.38M - $2.69M
22.9K $2.68M
GOOG
Alphabet Inc.

Communication Services
22K
+ 26.93%
$149.54 - $192.66 $3.29M - $4.24M
104K $17.3M
META
Meta Platforms, Inc.

Communication Services
1.59K
+ 7.71%
$453.41 - $572.44 $720K - $909K
22.2K $12.7M
SPGI
S&P Global Inc.

Financial Services
3.59K
+ 66.93%
$446.32 - $527.38 $1.6M - $1.89M
8.96K $4.63M
DHR
Danaher Corp

Healthcare
5.84K
+ 28.37%
$239.25 - $280.76 $1.4M - $1.64M
26.4K $7.35M
DTH
Wisdomtree Tr

ETFs
52.7K
New
$37.62 - $41.83 $1.98M - $2.2M
52.7K $2.18M
AMGN
Amgen Inc

Healthcare
5.66K
+ 17.0%
$309.38 - $337.38 $1.75M - $1.91M
39K $12.6M
CAT
Caterpillar Inc

Industrials
5.25K
+ 590.0%
$316.8 - $391.12 $1.66M - $2.05M
6.14K $2.4M
IVV
Ishares Core S&P 500 ETF

ETFs
3.57K
+ 234.83%
$520.18 - $576.82 $1.86M - $2.06M
5.09K $2.93M
RPM
Rpm International Inc

Basic Materials
7.98K
+ 9.65%
$103.91 - $125.03 $830K - $998K
90.7K $11M
BRO
Brown & Brown, Inc.

Financial Services
5.71K
+ 5.51%
$89.11 - $105.82 $509K - $604K
109K $11.3M
BX
Blackstone Inc.

Financial Services
9.83K
+ 60.0%
$120.77 - $159.66 $1.19M - $1.57M
26.2K $4.01M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
33.9K
New
$48.87 - $54.0 $1.66M - $1.83M
33.9K $1.83M
STZ
Constellation Brands, Inc.

Consumer Defensive
6.87K
+ 29.48%
$236.42 - $259.82 $1.62M - $1.78M
30.2K $7.77M
IVW
Ishares S&P 500 Growth ETF

ETFs
18.4K
+ 563.51%
$84.77 - $97.13 $1.56M - $1.78M
21.6K $2.07M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
40K
New
$40.48 - $45.39 $1.62M - $1.81M
40K $1.76M
NEAR
Blackrock Short Maturity Bond

ETFs
33.1K
New
$50.09 - $51.31 $1.66M - $1.7M
33.1K $1.69M
AOS
Smith A O Corp

Industrials
17.1K
+ 89.29%
$76.95 - $91.98 $1.31M - $1.57M
36.2K $3.25M
CASY
Caseys General Stores Inc

Consumer Cyclical
4.9K
+ 13.53%
$354.52 - $391.16 $1.74M - $1.92M
41.1K $15.4M
JNJ
Johnson & Johnson

Healthcare
4.17K
+ 7.26%
$145.48 - $167.38 $607K - $699K
61.7K $10M
O
Realty Income Corp

Real Estate
3.71K
+ 2.94%
$52.36 - $63.42 $194K - $235K
130K $8.25M
Activity Summary
Buys All Purchases 200 New Holdings 79 Increased Positions 121 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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