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
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
205
+ 0.56%
$29.52 - $35.31 $6.05K - $7.24K
36.7K $1.29M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.3K
+ 6.6%
$24.32 - $27.87 $396K - $454K
263K $6.97M
T
At&T Inc.

Communication Services
2.09K
+ 21.09%
$26.33 - $28.94 $55.1K - $60.5K
12K $347K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
49
+ 0.32%
$56.27 - $73.32 $2.76K - $3.59K
15.3K $1.11M
PRF
Invesco Exchange Traded Fd Tr

ETFs
326
+ 1.42%
$35.77 - $42.27 $11.7K - $13.8K
23.3K $983K
VBK
Vanguard Small Cap Growth ETF

ETFs
104
+ 9.11%
$219.76 - $276.94 $22.9K - $28.8K
1.25K $344K
VV
Vanguard Large Cap ETF

ETFs
39
+ 2.81%
$228.25 - $285.3 $8.9K - $11.1K
1.43K $407K
SANA
Sana Biotechnology, Inc.

Healthcare
17.6K
New
$1.34 - $2.97 $23.5K - $52.2K
17.6K $47K
EW
Edwards Lifesciences Corp

Healthcare
75
+ 1.07%
$67.07 - $78.22 $5.03K - $5.87K
7.08K $553K
LEAD
Siren Divcon Leaders Dividend

ETFs
26
+ 0.48%
$58.37 - $71.85 $1.52K - $1.87K
5.49K $394K
CMCSA
Comcast Corp

Communication Services
955
+ 10.26%
$32.84 - $36.72 $31.4K - $35.1K
10.3K $366K
GPRE
Green Plains Inc.

Basic Materials
1.52K
+ 14.97%
$3.3 - $6.03 $5.01K - $9.16K
11.7K $70K
BSX
Boston Scientific Corp

Healthcare
53
+ 2.4%
$89.7 - $107.41 $4.75K - $5.69K
2.26K $243K
REET
Ishares Global Reit ETF

ETFs
307
+ 1.28%
$21.59 - $25.16 $6.63K - $7.72K
24.3K $599K
NEAR
Blackrock Short Maturity Bond

ETFs
189
+ 0.63%
$50.41 - $51.17 $9.53K - $9.67K
30.3K $1.55M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
182
+ 3.69%
$82.21 - $83.12 $15K - $15.1K
5.11K $423K
PEP
Pepsico Inc

Consumer Defensive
10.5K
+ 13.72%
$128.02 - $151.37 $1.35M - $1.59M
87.1K $11.5M
WM
Waste Management Inc

Industrials
73
+ 6.64%
$216.47 - $242.1 $15.8K - $17.7K
1.17K $268K
GM
General Motors CO

Consumer Cyclical
14
+ 0.31%
$42.48 - $50.46 $595 - $706
4.54K $223K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8
+ 0.41%
$114.78 - $133.31 $918 - $1.07K
1.97K $262K
RPV
Invesco Exchange Traded Fd Tr

ETFs
39
+ 0.8%
$81.66 - $93.76 $3.18K - $3.66K
4.9K $459K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
33
+ 0.58%
$45.11 - $52.34 $1.49K - $1.73K
5.71K $299K
CINF
Cincinnati Financial Corp

Financial Services
17
+ 0.81%
$126.6 - $151.6 $2.15K - $2.58K
2.11K $314K
DIAL
Columbia ETF Tr I Diversified

ETFs
1
+ 0.01%
$17.43 - $18.21 $17.4 - $18.2
11.8K $214K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
256
+ 1.6%
$10.78 - $11.28 $2.76K - $2.89K
16.3K $181K
Pgim Rock ETF Tr
30.7K
New
N/A
30.7K $0
Richtech Robotics Inc
14.5K
+ 11.13%
N/A
144K $0
Fidelity Wise Origin Bitcoin
2.04K
+ 16.29%
N/A
14.6K $0
JGRO
J P Morgan Exchange Traded Fd
15.6K
New
N/A
15.6K $0
American Centy ETF Tr
4.54K
New
N/A
4.54K $0
J P Morgan Exchange Traded F
61K
+ 41.51%
N/A
208K $0
Valued Advisers Tr
55.6K
+ 14.27%
N/A
445K $0
Rbb Fd Inc
5.06K
New
N/A
5.06K $0
J P Morgan Exchange Traded F
26.1K
New
N/A
26.1K $0
Pgim Rock ETF Tr
28.5K
New
N/A
28.5K $0
Proshares Tr
10.3K
New
N/A
10.3K $0
Pgim Rock ETF Tr
296K
New
N/A
296K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
10.9K
+ 88.74%
N/A
23.1K $0
AZAO
Aim ETF Prods Trallianzim U S

ETFs
225K
New
N/A
225K $0
Blackrock Inc
264
New
N/A
264 $0
Destiny Tech100 Inc
18
+ 0.22%
N/A
8.21K $0
Veralto Corp
6.13K
+ 26.62%
N/A
29.2K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
4.99K
New
N/A
4.99K $0
First Tr Exchng Traded Fd Vi
241K
New
N/A
241K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
44.9K
New
N/A
44.9K $0
XFIV
Bondbloxx ETF Tr 5 Yr Target D
9
+ 0.09%
N/A
9.56K $0
PDEC
Innovator U.S. Equity Power Bu
5.14K
New
N/A
5.14K $0
Life360 Inc
50
+ 0.47%
N/A
10.6K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
182
+ 2.09%
N/A
8.87K $0
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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