Wealth Plan Investment Management, LLC Purchases in Q2 2025

Wealth Plan Investment Management, LLC

  • $1.27 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SEMI
Columbia ETF Tr I Seligman Sem

ETFs
55.2K
+ 41.97%
$19.44 - $27.77 $1.07M - $1.53M
187K $5.18M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
64K
+ 604.89%
$27.26 - $34.48 $1.75M - $2.21M
74.6K $2.57M
JCPB
J P Morgan Exchange Traded Fd

ETFs
46.8K
New
$45.9 - $47.2 $2.15M - $2.21M
46.8K $2.2M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
64.3K
New
$26.69 - $33.44 $1.72M - $2.15M
64.3K $2.12M
TSLA
Tesla, Inc.

Consumer Cyclical
4.97K
+ 57.11%
$221.86 - $362.89 $1.1M - $1.8M
13.7K $4.34M
XLG
Invesco Exchange Traded Fd Tr

ETFs
38.6K
New
$40.94 - $52.1 $1.58M - $2.01M
38.6K $2.01M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
30.2K
New
$50.08 - $63.14 $1.51M - $1.91M
30.2K $1.91M
LECO
Lincoln Electric Holdings Inc

Industrials
5.28K
+ 12.83%
$167.18 - $211.38 $883K - $1.12M
46.4K $9.63M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
28.5K
New
$52.66 - $64.01 $1.5M - $1.83M
28.5K $1.83M
CMF
Ishares California Muni Bond E

ETFs
32.2K
New
$54.52 - $56.7 $1.75M - $1.82M
32.2K $1.79M
NKE
Nike, Inc.

Consumer Cyclical
15.5K
+ 19.92%
$53.27 - $72.04 $827K - $1.12M
93.5K $6.64M
NUE
Nucor Corp

Basic Materials
8.62K
+ 14.32%
$103.22 - $131.43 $890K - $1.13M
68.8K $8.92M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
6.95K
New
$180.84 - $240.32 $1.26M - $1.67M
6.95K $1.67M
IAU
Ishares Gold Trust

ETFs
25.8K
New
$56.1 - $64.74 $1.45M - $1.67M
25.8K $1.61M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
59.4K
+ 17.2%
$24.96 - $25.5 $1.48M - $1.51M
405K $10.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
10.5K
+ 53.99%
$82.96 - $110.1 $869K - $1.15M
29.9K $3.29M
GOOGL
Alphabet Inc.

Communication Services
5.88K
+ 28.29%
$144.7 - $178.6 $851K - $1.05M
26.7K $4.7M
ORCL
Oracle Corp

Technology
2.63K
+ 24.6%
$122.82 - $218.63 $324K - $576K
13.3K $2.92M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
21.5K
New
$56.84 - $65.5 $1.22M - $1.41M
21.5K $1.41M
GPC
Genuine Parts CO

Consumer Cyclical
9.91K
+ 14.03%
$105.54 - $129.09 $1.05M - $1.28M
80.6K $9.77M
GGG
Graco Inc

Industrials
12.4K
+ 10.57%
$74.02 - $87.26 $914K - $1.08M
129K $11.1M
BX
Blackstone Inc.

Financial Services
7.08K
+ 24.75%
$120.07 - $151.11 $851K - $1.07M
35.7K $5.34M
AVIG
American Centy ETF Tr Avantis

ETFs
32.2K
New
$40.41 - $41.62 $1.3M - $1.34M
32.2K $1.34M
LMT
Lockheed Martin Corp

Industrials
2.13K
+ 11.73%
$430.82 - $486.45 $917K - $1.04M
20.3K $9.39M
IVV
Ishares Core S&P 500 ETF

ETFs
1.15K
+ 12.46%
$498.8 - $620.9 $573K - $713K
10.4K $6.43M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.21K
New
$456.74 - $568.03 $1.01M - $1.25M
2.21K $1.25M
SPGI
S&P Global Inc.

Financial Services
2.05K
+ 24.87%
$438.31 - $527.29 $899K - $1.08M
10.3K $5.43M
GLD
Spdr Gold Trust

ETFs
4K
+ 449.89%
$273.71 - $316.29 $1.09M - $1.26M
4.88K $1.49M
PG
Procter & Gamble CO

Consumer Defensive
7.86K
+ 395.62%
$157.66 - $172.39 $1.24M - $1.35M
9.84K $1.57M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
7.91K
+ 14.34%
$105.8 - $131.55 $837K - $1.04M
63.1K $8.11M
PM
Philip Morris International Inc.

Consumer Defensive
5.88K
+ 167.01%
$149.23 - $184.95 $877K - $1.09M
9.4K $1.71M
HD
Home Depot, Inc.

Consumer Cyclical
3.13K
New
$335.24 - $380.78 $1.05M - $1.19M
3.13K $1.15M
DOV
Dover Corp

Industrials
4.73K
+ 13.61%
$151.14 - $186.7 $715K - $883K
39.5K $7.23M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
42.2K
+ 5.47%
$24.98 - $25.66 $1.05M - $1.08M
813K $20.8M
V
Visa Inc.

Financial Services
3.15K
+ 280.34%
$308.27 - $373.31 $971K - $1.18M
4.28K $1.52M
MRK
Merck & Co., Inc.

Healthcare
13.9K
New
$73.47 - $87.12 $1.02M - $1.21M
13.9K $1.1M
JNJ
Johnson & Johnson

Healthcare
11.8K
+ 20.17%
$146.36 - $159.82 $1.72M - $1.88M
70.1K $10.7M
VMI
Valmont Industries Inc

Industrials
57
+ 0.23%
$263.86 - $333.86 $15K - $19K
24.5K $8.01M
IEFA
Ishares Tr

ETFs
12.3K
New
$67.83 - $84.09 $832K - $1.03M
12.3K $1.02M
XOM
Exxon Mobil Corp

Energy
11.8K
+ 52.89%
$99.93 - $119.04 $1.18M - $1.4M
34K $3.66M
LNG
Cheniere Energy, Inc.

Energy
3.05K
+ 15.02%
$197.25 - $244.33 $601K - $744K
23.3K $5.68M
SNPS
Synopsys Inc

Technology
1.18K
+ 27.7%
$380.9 - $517.66 $448K - $609K
5.43K $2.78M
HEFA
Ishares Currency Hedged Msci E

ETFs
25.1K
New
$32.11 - $38.21 $807K - $960K
25.1K $953K
TXN
Texas Instruments Inc

Technology
4.82K
+ 9.94%
N/A
53.3K $10.4M
AVUS
American Centy ETF Tr Avantis

ETFs
8.6K
New
$81.38 - $100.82 $700K - $867K
8.6K $866K
LLY
Eli Lilly & CO

Healthcare
1.22K
+ 57.66%
$713.71 - $898.95 $868K - $1.09M
3.33K $2.59M
NFLX
Netflix Inc

Communication Services
98
+ 5.61%
$855.86 - $1339.13 $83.9K - $131K
1.85K $2.47M
IEV
Ishares Tr Europe ETF

ETFs
12.5K
New
$51.8 - $64.59 $649K - $810K
12.5K $792K
ADBE
Adobe Inc.

Technology
1.92K
+ 20.22%
$340.0 - $420.68 $651K - $806K
11.4K $4.41M
Activity Summary
Buys All Purchases 274 New Holdings 87 Increased Positions 187 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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