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
XLE
Energy Sector Spdr

ETFs
3.49K
New
$76.44 - $94.13 $267K - $328K
3.49K $295K
MINO
Pimco ETF Tr Municipal Income

ETFs
6.25K
New
$43.42 - $45.15 $271K - $282K
6.25K $276K
MSTR
Microstrategy Inc

Technology
685
New
$237.95 - $421.61 $163K - $289K
685 $276K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.58K
New
$72.02 - $73.82 $258K - $264K
3.58K $263K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.5K
+ 33.51%
$108.12 - $135.04 $162K - $203K
5.98K $808K
GNMA
Ishares Gnma Bond ETF

ETFs
5.89K
New
$42.91 - $44.21 $253K - $260K
5.89K $258K
AMD
Advanced Micro Devices Inc

Technology
1.78K
New
$78.21 - $143.81 $139K - $255K
1.78K $252K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.89K
New
$108.87 - $133.04 $206K - $252K
1.89K $251K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.97K
New
$51.16 - $62.02 $203K - $246K
3.97K $246K
SLV
I Shares Silver Trust

ETFs
7.34K
New
$27.08 - $33.74 $199K - $247K
7.34K $240K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
9.39K
+ 36.92%
$22.4 - $23.8 $210K - $223K
34.8K $828K
AVUV
American Centy ETF Tr Avantis

ETFs
2.55K
New
$75.17 - $91.21 $191K - $232K
2.55K $231K
CVX
Chevron Corp

Energy
15.3K
+ 18.78%
$133.73 - $168.51 $2.05M - $2.58M
96.9K $13.9M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
3.18K
New
$53.5 - $71.62 $170K - $227K
3.18K $227K
VLUE
Ishares Msci Usa Value Factor

ETFs
1.95K
New
$93.5 - $113.21 $182K - $221K
1.95K $220K
MPC
Marathon Petroleum Corp

Energy
1.3K
New
$118.55 - $170.08 $154K - $221K
1.3K $216K
IEF
Ishares Barclays

ETFs
2.26K
New
$93.15 - $96.56 $210K - $218K
2.26K $216K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
409
+ 1.54%
$60.34 - $74.89 $24.7K - $30.6K
27K $2.02M
RPG
Invesco Exchange Traded Fd Tr

ETFs
4.65K
New
$33.86 - $45.77 $157K - $213K
4.65K $212K
BOND
Pimco Active Bond Exchange Tra

ETFs
2.28K
+ 67.33%
$89.87 - $92.93 $205K - $212K
5.68K $523K
VGT
Vanguard Information Technolog

ETFs
203
+ 32.95%
$470.37 - $663.28 $95.5K - $135K
819 $543K
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.29K
New
$78.98 - $90.1 $181K - $206K
2.29K $206K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
5.13K
New
$30.87 - $39.17 $158K - $201K
5.13K $201K
BKE
Buckle Inc

Consumer Cyclical
2.63K
+ 22.93%
$33.77 - $45.57 $88.6K - $120K
14.1K $638K
SCHW
Schwab Charles Corp

Financial Services
1.71K
+ 50.31%
$69.06 - $91.24 $118K - $156K
5.09K $464K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.29K
+ 29.95%
$225.56 - $335.19 $517K - $768K
9.94K $2.36M
XLK
Technology Sector Spdr

ETFs
94
+ 2.83%
$179.73 - $253.23 $16.9K - $23.8K
3.41K $864K
IWP
Ishares Russell Mid Cap Growth

ETFs
95
+ 1.25%
$104.34 - $138.68 $9.91K - $13.2K
7.7K $1.07M
SHOP
Shopify Inc.

Technology
1.06K
+ 41.21%
$76.89 - $115.35 $81.5K - $122K
3.63K $418K
WFC
Wells Fargo & Company

Financial Services
989
+ 9.29%
$60.98 - $80.12 $60.3K - $79.2K
11.6K $932K
ISRG
Intuitive Surgical Inc

Healthcare
131
+ 7.51%
$451.58 - $565.94 $59.2K - $74.1K
1.88K $1.02M
ADP
Automatic Data Processing Inc

Industrials
468
+ 16.97%
$276.76 - $326.81 $130K - $153K
3.23K $994K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
2.24K
+ 6.6%
$37.73 - $43.54 $84.6K - $97.6K
36.2K $1.56M
BAC
Bank Of America Corp

Financial Services
1.41K
+ 11.84%
$34.39 - $47.46 $48.6K - $67.1K
13.4K $632K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.12K
+ 2.23%
$59.8 - $60.07 $127K - $127K
97.2K $5.82M
WPC
W. P. Carey Inc.

Real Estate
2.18K
+ 23.25%
$56.12 - $64.53 $122K - $141K
11.6K $720K
VRT
Vertiv Holdings CO

Industrials
1.48K
+ 21.59%
N/A
8.31K $719K
VUG
Vanguard Growth ETF

ETFs
120
+ 11.02%
$329.49 - $438.4 $39.5K - $52.6K
1.21K $530K
PJAN
Innovator U.S. Equity Power Bu

ETFs
250
+ 0.57%
$38.7 - $44.05 $9.68K - $11K
44K $1.94M
VTV
Vanguard Value ETF

ETFs
657
+ 37.14%
$153.67 - $176.74 $101K - $116K
2.43K $428K
INTC
Intel Corp

Technology
5.8K
+ 8.82%
$18.13 - $22.69 $105K - $131K
71.5K $1.6M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
1.48K
+ 4.34%
$47.97 - $54.0 $71.1K - $80K
35.6K $1.92M
IWN
Ishares Russell2000 Val ETF

ETFs
300
+ 3.56%
$131.84 - $157.76 $39.6K - $47.3K
8.72K $1.38M
AMAX
Starboard Invt Tr Rh Hedged Mu
13.1K
New
$7.12 - $7.94 $93.4K - $104K
13.1K $103K
BMY
Bristol Myers Squibb CO

Healthcare
4.17K
+ 60.97%
$44.12 - $59.6 $184K - $248K
11K $509K
MO
Altria Group, Inc.

Consumer Defensive
1.72K
+ 30.48%
$55.56 - $60.91 $95.7K - $105K
7.38K $432K
UMBF
Umb Financial Corp

Financial Services
696
+ 15.81%
$86.4 - $107.99 $60.1K - $75.2K
5.1K $536K
AMGN
Amgen Inc

Healthcare
4.48K
+ 12.5%
$262.28 - $309.85 $1.17M - $1.39M
40.3K $11.3M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.46K
+ 16.88%
$34.72 - $42.74 $50.5K - $62.2K
10.1K $430K
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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