Wealth Plan Investment Management, LLC Purchases in Q4 2024

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
175K
New
$47.07 - $48.75 $8.22M - $8.51M
175K $8.35M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
181K
+ 139.99%
$43.02 - $47.32 $7.81M - $8.59M
311K $13.4M
AAPL
Apple Inc.

Technology
5.04K
+ 1.41%
$221.69 - $259.02 $1.12M - $1.31M
362K $90.6M
HEQT
Simplify Exchange Traded Fds H
236K
+ 64.99%
$28.73 - $30.22 $6.79M - $7.14M
600K $17.7M
BNOV
Innovator U.S. Equity Buffer E

ETFs
170K
New
$38.08 - $39.98 $6.48M - $6.8M
170K $6.68M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
156K
New
$41.66 - $43.47 $6.52M - $6.8M
156K $6.67M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
156K
New
$31.55 - $32.84 $4.91M - $5.11M
156K $5.04M
DJD
Invesco Exchange Traded Fd Tr

ETFs
76.3K
New
$50.65 - $54.19 $3.86M - $4.13M
76.3K $3.87M
VIG
Vanguard Dividend Appreciation

ETFs
15.2K
+ 356.13%
N/A
19.5K $3.54M
DGRO
Ishares Core Dividend Growth E

ETFs
47.8K
+ 17.74%
$60.73 - $64.94 $2.91M - $3.11M
317K $19.5M
VTI
Vanguard Total Stock Market Et

ETFs
5.58K
+ 4.87%
$280.04 - $302.45 $1.56M - $1.69M
120K $34.8M
PLTR
Palantir Technologies Inc.

Technology
21.2K
+ 145.22%
$36.46 - $82.38 $773K - $1.75M
35.8K $2.71M
TLT
Ishares Barclays 20+ Year Trea

ETFs
19.7K
+ 443.22%
$87.1 - $98.49 $1.71M - $1.94M
24.1K $2.1M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
46.5K
+ 12.34%
$29.73 - $30.81 $1.38M - $1.43M
423K $12.9M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
21.4K
+ 236.47%
$69.3 - $74.3 $1.49M - $1.59M
30.5K $2.18M
FTLS
First Tr Long/Short Equity ETF

ETFs
17.6K
+ 13.46%
$63.1 - $67.29 $1.11M - $1.18M
148K $9.75M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.76K
+ 3.22%
$107.98 - $143.92 $190K - $254K
56.5K $7.58M
SCHX
Schwab Strategic Tr Us Large C

ETFs
59K
New
$22.4 - $68.28 $1.32M - $4.03M
59K $1.37M
IEMG
Ishares Inc

ETFs
25.3K
+ 8.99%
N/A
307K $16.5M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
82.2K
+ 12.31%
$24.94 - $26.14 $2.05M - $2.15M
750K $18.7M
EMR
Emerson Electric CO

Industrials
1.31K
+ 1.86%
$108.13 - $134.33 $142K - $176K
72K $8.92M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
31.1K
New
$35.45 - $40.33 $1.1M - $1.26M
31.1K $1.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.79K
+ 55.49%
$567.81 - $607.81 $1.02M - $1.09M
5.02K $2.94M
LNG
Cheniere Energy, Inc.

Energy
2.27K
+ 14.34%
$181.07 - $225.92 $411K - $513K
18.1K $3.89M
JPM
Jpmorgan Chase & CO

Financial Services
706
+ 2.41%
$205.18 - $250.29 $145K - $177K
30K $7.2M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
936
+ 18.39%
$260.53 - $404.79 $244K - $379K
6.03K $2.3M
ORCL
Oracle Corp

Technology
4.6K
+ 281.07%
$165.41 - $192.43 $762K - $886K
6.24K $1.04M
META
Meta Platforms, Inc.

Communication Services
630
+ 2.84%
$554.08 - $632.68 $349K - $399K
22.8K $13.5M
MA
Mastercard Inc

Financial Services
249
+ 1.32%
$491.3 - $536.15 $122K - $134K
19.1K $10M
SPMD
Spdr Portfolio

ETFs
13.3K
New
$54.13 - $59.56 $722K - $794K
13.3K $729K
SCHA
Schwab Strategic Tr Us Small C

ETFs
27.7K
New
$25.33 - $51.16 $701K - $1.42M
27.7K $715K
PJAN
Innovator U.S. Equity Power Bu

ETFs
14.3K
+ 51.75%
$41.16 - $42.25 $589K - $605K
42K $1.77M
GOOGL
Alphabet Inc.

Communication Services
711
+ 3.54%
$161.86 - $196.66 $115K - $140K
20.8K $3.93M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.48K
New
$124.26 - $134.12 $557K - $601K
4.48K $576K
HYLB
Xtrackers Usd High Yield Corp

ETFs
15.4K
New
$35.95 - $36.76 $555K - $567K
15.4K $556K
SCHP
Schwab Strategic Us Tips ETF

ETFs
21.4K
New
$25.74 - $53.78 $551K - $1.15M
21.4K $552K
EFG
Msci Eafe Growth ETF

ETFs
5.65K
New
$96.83 - $106.88 $547K - $604K
5.65K $547K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
11.9K
+ 10.99%
$56.06 - $61.35 $669K - $732K
121K $6.81M
FEX
First Tr Large Cap Core Alphde

ETFs
4.98K
New
$103.29 - $112.88 $515K - $562K
4.98K $519K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
18.9K
New
$26.63 - $30.23 $504K - $573K
18.9K $504K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.76K
New
$96.64 - $101.23 $460K - $482K
4.76K $461K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
17.5K
New
$22.72 - $28.29 $397K - $494K
17.5K $460K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
7.69K
+ 9.21%
$59.74 - $60.03 $459K - $461K
91.1K $5.45M
VUG
Vanguard Growth ETF

ETFs
1.08K
New
$378.79 - $428.11 $408K - $461K
1.08K $442K
VMI
Valmont Industries Inc

Industrials
48
+ 0.2%
$287.0 - $352.14 $13.8K - $16.9K
24.4K $7.5M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
19K
New
$22.02 - $46.16 $418K - $876K
19K $418K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.11K
New
$275.15 - $388.2 $306K - $432K
1.11K $380K
SHOP
Shopify Inc.

Technology
3.12K
New
$78.14 - $119.49 $244K - $373K
3.12K $331K
VBK
Vanguard Small Cap Growth ETF

ETFs
1.19K
New
$264.18 - $304.19 $313K - $360K
1.19K $331K
Activity Summary
Buys All Purchases 147 New Holdings 42 Increased Positions 105 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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