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
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.13K
New
$272.36 - $339.57 $579K - $722K
2.13K $721K
JMEE
J P Morgan Exchange Traded Fd

ETFs
11.9K
New
$49.07 - $59.23 $583K - $703K
11.9K $703K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
6.48K
New
$86.12 - $108.35 $558K - $702K
6.48K $702K
ALB
Albemarle Corp

Basic Materials
18.2K
+ 36.24%
$50.76 - $72.25 $926K - $1.32M
68.6K $4.3M
VZ
Verizon Communications Inc

Communication Services
25.5K
+ 12.1%
$41.67 - $45.62 $1.06M - $1.16M
236K $10.2M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6.48K
New
$97.29 - $105.63 $630K - $684K
6.48K $658K
APD
Air Products & Chemicals, Inc.

Basic Materials
3.63K
+ 12.63%
$248.61 - $294.96 $902K - $1.07M
32.3K $9.12M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
6.63K
+ 28.48%
$71.28 - $83.74 $473K - $555K
29.9K $2.51M
C
Citigroup Inc

Financial Services
7.37K
New
$58.13 - $85.12 $428K - $627K
7.37K $627K
DNL
Wiswisdomtree Tr

ETFs
12.1K
+ 48.09%
$32.16 - $40.27 $388K - $486K
37.2K $1.5M
ROP
Roper Technologies Inc

Industrials
1.28K
+ 22.04%
$519.19 - $590.78 $666K - $758K
7.1K $4.03M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
11.8K
New
$40.73 - $50.06 $481K - $591K
11.8K $590K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.1K
+ 113.64%
$141.37 - $228.57 $297K - $480K
3.95K $893K
PWZ
Invesco California Amt Free Mu

ETFs
24K
New
$22.71 - $24.18 $545K - $580K
24K $560K
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.7K
+ 42.62%
$51.14 - $57.0 $496K - $553K
32.5K $1.85M
O
Realty Income Corp

Real Estate
10.4K
+ 7.48%
$52.27 - $58.52 $543K - $608K
149K $8.6M
DELL
Dell Technologies Inc.

Technology
2.26K
+ 26.71%
$71.63 - $125.98 $162K - $284K
10.7K $1.31M
AAPL
Apple Inc.

Technology
32.3K
+ 9.0%
$172.42 - $223.89 $5.57M - $7.24M
391K $80.3M
AOS
Smith A O Corp

Industrials
7.94K
+ 21.48%
$59.63 - $70.52 $474K - $560K
44.9K $2.95M
UBER
Uber Technologies, Inc

Technology
1.97K
+ 12.04%
$64.62 - $93.3 $127K - $184K
18.4K $1.71M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5.09K
New
$85.42 - $94.39 $435K - $480K
5.09K $477K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
20.5K
New
$22.68 - $23.28 $465K - $477K
20.5K $476K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
5.7K
+ 42.77%
$72.71 - $82.56 $414K - $470K
19K $1.55M
TDIV
First Trust Nasdaq Technology

ETFs
637
+ 2.63%
$64.41 - $90.17 $41K - $57.4K
24.8K $2.24M
OSCR
Oscar Health, Inc.

Healthcare
13.5K
+ 69.29%
$11.6 - $21.44 $157K - $290K
33.1K $708K
TMUS
T Mobile Us, Inc.

Communication Services
1.86K
New
$220.99 - $268.54 $411K - $499K
1.86K $442K
SGOL
Abrdn Gold ETF Trust

ETFs
13.8K
New
$28.39 - $32.75 $391K - $451K
13.8K $434K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
15K
New
$28.21 - $28.85 $422K - $432K
15K $430K
ARCC
Ares Capital Corp

Financial Services
19.7K
+ 46.26%
$18.91 - $22.43 $372K - $442K
62.3K $1.37M
KO
Coca Cola CO

Consumer Defensive
5.77K
+ 121.44%
$68.37 - $73.9 $394K - $426K
10.5K $743K
HON
Honeywell International Inc

Industrials
1.52K
+ 78.93%
$182.86 - $232.88 $278K - $354K
3.45K $802K
IEMG
Ishares Inc

ETFs
7.23K
+ 2.76%
N/A
269K $14.4M
TRV
Travelers Companies, Inc.

Financial Services
1.41K
New
$233.83 - $276.34 $331K - $391K
1.41K $378K
MUB
Ishares National Muni Bond ETF

ETFs
3.59K
New
$102.31 - $105.8 $367K - $380K
3.59K $375K
MCD
Mcdonalds Corp

Consumer Cyclical
1.45K
+ 40.06%
$285.55 - $321.23 $415K - $467K
5.08K $1.49M
IGM
Ishares Expanded Tech Sector E

ETFs
3.12K
New
$79.8 - $112.34 $249K - $351K
3.12K $350K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
410
+ 2.56%
$25.35 - $64.65 $10.4K - $26.5K
16.4K $817K
GILD
Gilead Sciences, Inc.

Healthcare
3.11K
New
$96.91 - $113.0 $301K - $351K
3.11K $344K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7K
New
$48.13 - $49.85 $337K - $349K
7K $343K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
725
+ 82.95%
$376.48 - $440.65 $273K - $319K
1.6K $704K
XLI
Industrial Sector Spdr

ETFs
2.28K
New
$116.42 - $147.52 $265K - $336K
2.28K $336K
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.36K
+ 20.86%
$83.97 - $92.85 $366K - $404K
25.2K $2.23M
ABT
Abbott Laboratories

Healthcare
2.3K
+ 54.92%
$123.95 - $138.08 $285K - $317K
6.48K $881K
CRWD
Crowd Strike Holdings, Inc.

Technology
289
+ 25.71%
$321.63 - $509.31 $93K - $147K
1.41K $719K
UNP
Union Pacific Corp

Industrials
1.63K
+ 14.86%
$208.27 - $238.46 $339K - $389K
12.6K $2.9M
QCOM
Qualcomm Inc

Technology
1.92K
New
$124.66 - $159.48 $239K - $306K
1.92K $305K
DIS
Walt Disney CO

Communication Services
2.45K
New
$81.72 - $124.01 $201K - $304K
2.45K $304K
AVDE
American Centy ETF Tr Avantis

ETFs
4K
New
$59.32 - $74.36 $238K - $298K
4K $296K
GE
General Electric CO

Industrials
1.15K
New
$166.81 - $257.39 $192K - $296K
1.15K $295K
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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