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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.8K
+ 26.18%
$77.02 - $85.06 $293K - $323K
18.3K $1.55M
UNP
Union Pacific Corp

Industrials
833
+ 8.19%
$221.78 - $256.09 $185K - $213K
11K $2.71M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.82K
+ 55.58%
$233.4 - $302.36 $424K - $550K
5.09K $1.38M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.87K
+ 9.14%
$85.84 - $85.84 $418K - $418K
58.2K $4.99M
VV
Vanguard Large Cap ETF

ETFs
1.39K
New
$236.92 - $263.4 $328K - $365K
1.39K $364K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
7.69K
+ 8.23%
$29.08 - $31.84 $224K - $245K
101K $3.2M
DE
Deere & CO

Industrials
841
New
$344.84 - $418.0 $290K - $352K
841 $350K
SCHW
Schwab Charles Corp

Financial Services
5.41K
New
$61.74 - $76.08 $334K - $412K
5.41K $350K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.3K
New
$33.74 - $37.96 $314K - $353K
9.3K $349K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.4K
New
$36.02 - $41.68 $303K - $350K
8.4K $346K
ISRG
Intuitive Surgical Inc

Healthcare
513
+ 34.9%
$416.14 - $494.01 $213K - $253K
1.98K $974K
VEU
Vanguard Ftse All World Ex Us

ETFs
4.96K
New
$56.47 - $63.69 $280K - $316K
4.96K $312K
VTV
Vanguard Value ETF

ETFs
1.76K
New
$159.75 - $174.57 $281K - $307K
1.76K $307K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.68K
New
$48.51 - $52.86 $276K - $300K
5.68K $300K
PG
Procter & Gamble CO

Consumer Defensive
1.71K
New
$160.76 - $177.82 $275K - $304K
1.71K $296K
CAG
Conagra Brands Inc.

Consumer Defensive
9.11K
New
$28.13 - $32.83 $256K - $299K
9.11K $296K
ORCL
Oracle Corp

Technology
1.64K
New
$125.9 - $170.35 $206K - $279K
1.64K $279K
GLD
Spdr Gold Trust

ETFs
1.14K
New
$215.56 - $246.98 $245K - $281K
1.14K $276K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
6.48K
New
$33.2 - $41.73 $215K - $270K
6.48K $270K
ETN
Eaton Corp PLC

Industrials
796
New
$272.52 - $333.02 $217K - $265K
796 $263K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.01K
New
$211.47 - $281.27 $214K - $285K
1.01K $248K
AMD
Advanced Micro Devices Inc

Technology
1.49K
New
$128.67 - $183.96 $192K - $274K
1.49K $244K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.91K
New
$117.9 - $128.2 $225K - $245K
1.91K $244K
SPY
Spdr S&P 500 ETF Trust

ETFs
266
+ 8.97%
$517.38 - $573.86 $138K - $153K
3.23K $1.85M
SBUX
Starbucks Corp

Consumer Cyclical
1.37K
+ 26.24%
$72.51 - $98.6 $99K - $135K
6.57K $640K
PANW
Palo Alto Networks Inc

Technology
687
New
$294.18 - $368.01 $202K - $253K
687 $234K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
548
New
$386.81 - $423.12 $212K - $232K
548 $231K
SWK
Stanley Black & Decker, Inc.

Industrials
2.01K
New
$77.75 - $110.17 $156K - $221K
2.01K $221K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.25K
New
$147.95 - $191.05 $185K - $239K
1.25K $216K
ALL
Allstate Corp

Financial Services
1.1K
New
$158.43 - $192.86 $174K - $212K
1.1K $208K
LECO
Lincoln Electric Holdings Inc

Industrials
340
+ 0.84%
$173.3 - $211.48 $58.9K - $71.9K
40.9K $7.86M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
10.3K
New
$18.55 - $19.57 $191K - $202K
10.3K $198K
UNH
Unitedhealth Group Inc

Healthcare
230
+ 32.35%
$488.01 - $604.18 $112K - $139K
941 $550K
ALB
Albemarle Corp

Basic Materials
2.26K
+ 4.58%
$72.85 - $100.09 $164K - $226K
51.6K $4.89M
PFE
Pfizer Inc

Healthcare
3.22K
+ 4.47%
$27.7 - $31.39 $89.1K - $101K
75.1K $2.17M
XLK
Technology Sector Spdr

ETFs
706
+ 74.0%
$197.34 - $237.68 $139K - $168K
1.66K $374K
SGOL
Abrdn Gold ETF Trust

ETFs
3.79K
+ 18.98%
$22.26 - $25.51 $84.4K - $96.8K
23.8K $597K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
3.04K
+ 124.55%
$53.01 - $82.74 $161K - $251K
5.48K $354K
PFL
Pimco Income Strategy Fund

Financial Services
16.4K
New
$8.1 - $8.57 $132K - $140K
16.4K $140K
NFLX
Netflix Inc

Communication Services
90
+ 5.18%
$598.55 - $722.26 $53.9K - $65K
1.83K $1.3M
HON
Honeywell International Inc

Industrials
625
+ 39.06%
$196.73 - $220.21 $123K - $138K
2.23K $459K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
43
+ 0.86%
$85.44 - $110.36 $3.67K - $4.75K
5.03K $555K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
189
+ 1.57%
$72.52 - $82.35 $13.7K - $15.6K
12.2K $998K
F
Ford Motor CO

Consumer Cyclical
14.2K
+ 71.77%
$9.71 - $14.55 $138K - $207K
34.1K $359K
ADP
Automatic Data Processing Inc

Industrials
10
+ 0.37%
$233.44 - $279.45 $2.33K - $2.79K
2.69K $745K
BOND
Pimco Active Bond Exchange Tra

ETFs
1K
+ 40.49%
$90.01 - $95.32 $90K - $95.3K
3.47K $328K
UMBF
Umb Financial Corp

Financial Services
6
+ 0.13%
$81.41 - $108.94 $488 - $654
4.48K $469K
PM
Philip Morris International Inc.

Consumer Defensive
229
+ 6.65%
$101.25 - $127.45 $23.2K - $29.2K
3.67K $445K
MDT
Medtronic PLC

Healthcare
697
+ 25.23%
$76.84 - $91.03 $53.6K - $63.4K
3.46K $311K
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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