Wealth Plan Investment Management, LLC Incresed Positions in Q4 2024

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
181K
+ 139.99%
$43.02 - $47.32 $7.81M - $8.59M
311K $13.4M
AAPL
Apple Inc.

Technology
5.04K
+ 1.41%
$221.69 - $259.02 $1.12M - $1.31M
362K $90.6M
HEQT
Simplify Exchange Traded Fds H
236K
+ 64.99%
$28.73 - $30.22 $6.79M - $7.14M
600K $17.7M
VIG
Vanguard Dividend Appreciation

ETFs
15.2K
+ 356.13%
N/A
19.5K $3.54M
DGRO
Ishares Core Dividend Growth E

ETFs
47.8K
+ 17.74%
$60.73 - $64.94 $2.91M - $3.11M
317K $19.5M
GOOG
Alphabet Inc.

Communication Services
200
+ 0.19%
$163.08 - $198.16 $32.6K - $39.6K
104K $19.8M
VTI
Vanguard Total Stock Market Et

ETFs
5.58K
+ 4.87%
$280.04 - $302.45 $1.56M - $1.69M
120K $34.8M
PLTR
Palantir Technologies Inc.

Technology
21.2K
+ 145.22%
$36.46 - $82.38 $773K - $1.75M
35.8K $2.71M
TLT
Ishares Barclays 20+ Year Trea

ETFs
19.7K
+ 443.22%
$87.1 - $98.49 $1.71M - $1.94M
24.1K $2.1M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
46.5K
+ 12.34%
$29.73 - $30.81 $1.38M - $1.43M
423K $12.9M
FTLS
First Tr Long/Short Equity ETF

ETFs
17.6K
+ 13.46%
$63.1 - $67.29 $1.11M - $1.18M
148K $9.75M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.76K
+ 3.22%
$107.98 - $143.92 $190K - $254K
56.5K $7.58M
IEMG
Ishares Inc

ETFs
25.3K
+ 8.99%
N/A
307K $16.5M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
82.2K
+ 12.31%
$24.94 - $26.14 $2.05M - $2.15M
750K $18.7M
EMR
Emerson Electric CO

Industrials
1.31K
+ 1.86%
$108.13 - $134.33 $142K - $176K
72K $8.92M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.79K
+ 55.49%
$567.81 - $607.81 $1.02M - $1.09M
5.02K $2.94M
LNG
Cheniere Energy, Inc.

Energy
2.27K
+ 14.34%
$181.07 - $225.92 $411K - $513K
18.1K $3.89M
JPM
Jpmorgan Chase & CO

Financial Services
706
+ 2.41%
$205.18 - $250.29 $145K - $177K
30K $7.2M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
936
+ 18.39%
$260.53 - $404.79 $244K - $379K
6.03K $2.3M
ORCL
Oracle Corp

Technology
4.6K
+ 281.07%
$165.41 - $192.43 $762K - $886K
6.24K $1.04M
META
Meta Platforms, Inc.

Communication Services
630
+ 2.84%
$554.08 - $632.68 $349K - $399K
22.8K $13.5M
MA
Mastercard Inc

Financial Services
249
+ 1.32%
$491.3 - $536.15 $122K - $134K
19.1K $10M
PJAN
Innovator U.S. Equity Power Bu

ETFs
14.3K
+ 51.75%
$41.16 - $42.25 $589K - $605K
42K $1.77M
GOOGL
Alphabet Inc.

Communication Services
711
+ 3.54%
$161.86 - $196.66 $115K - $140K
20.8K $3.93M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
11.9K
+ 10.99%
$56.06 - $61.35 $669K - $732K
121K $6.81M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
7.69K
+ 9.21%
$59.74 - $60.03 $459K - $461K
91.1K $5.45M
VMI
Valmont Industries Inc

Industrials
48
+ 0.2%
$287.0 - $352.14 $13.8K - $16.9K
24.4K $7.5M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
5.47K
+ 9.83%
$74.69 - $79.24 $408K - $433K
61.1K $4.61M
IVV
Ishares Core S&P 500 ETF

ETFs
406
+ 7.98%
$570.51 - $610.59 $232K - $248K
5.49K $3.23M
XLK
Technology Sector Spdr

ETFs
1.24K
+ 74.58%
$220.26 - $241.44 $273K - $299K
2.9K $673K
ROP
Roper Technologies Inc

Industrials
900
+ 18.06%
$519.85 - $575.95 $468K - $518K
5.88K $3.06M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.25K
+ 5.59%
N/A
61.4K $5.27M
SPYG
Spdr Portfolio

ETFs
388
+ 0.82%
$81.74 - $91.38 $31.7K - $35.5K
47.7K $4.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.4K
+ 2.64%
$442.29 - $483.08 $619K - $676K
54.5K $24.7M
WFC
Wells Fargo & Company

Financial Services
1.57K
+ 17.4%
$54.98 - $77.35 $86.4K - $122K
10.6K $744K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
4.3K
+ 54.17%
$41.53 - $42.95 $178K - $185K
12.2K $522K
DUK
Duke Energy Corp

Utilities
1.96K
+ 62.17%
$105.76 - $120.76 $207K - $237K
5.11K $550K
IWN
Ishares Russell2000 Val ETF

ETFs
1.24K
+ 18.07%
$162.69 - $181.35 $202K - $225K
8.12K $1.33M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.41K
+ 11.87%
$80.93 - $85.66 $195K - $207K
22.7K $1.84M
IVE
Ishares S&P 500 Value ETF

ETFs
3.45K
+ 4.23%
$189.5 - $206.17 $654K - $712K
85K $16.2M
MKL
Markel Corp

Financial Services
46
+ 11.11%
$1542.01 - $1785.11 $70.9K - $82.1K
460 $794K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
332
+ 60.58%
$417.69 - $450.94 $139K - $150K
880 $374K
DE
Deere & CO

Industrials
315
+ 37.46%
$389.45 - $466.0 $123K - $147K
1.16K $489K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
541
+ 43.31%
$172.07 - $207.36 $93.1K - $112K
1.79K $353K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
5.13K
+ 0.9%
$24.13 - $24.45 $124K - $126K
578K $14M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
47
+ 0.3%
$60.17 - $75.64 $2.83K - $3.56K
15.6K $1.11M
BKE
Buckle Inc

Consumer Cyclical
686
+ 6.37%
$41.32 - $54.08 $28.3K - $37.1K
11.4K $581K
HRL
Hormel Foods Corp

Consumer Defensive
6.56K
+ 2.07%
$29.21 - $33.55 $192K - $220K
323K $10.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.4K
+ 13.02%
$57.53 - $60.83 $138K - $146K
20.9K $1.2M
Activity Summary
Buys All Purchases 147 New Holdings 42 Increased Positions 105 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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