Wealth Plan Investment Management, LLC Incresed Positions in Q3 2024

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGOX
Starboard Invt Tr

ETFs
16.8K
+ 8.27%
$26.6 - $29.57 $447K - $496K
220K $6.34M
DOV
Dover Corp

Industrials
1.51K
+ 4.41%
$172.5 - $193.03 $261K - $292K
35.8K $6.87M
CVX
Chevron Corp

Energy
8.8K
+ 12.63%
$137.88 - $161.97 $1.21M - $1.42M
78.4K $11.5M
ADBE
Adobe Inc.

Technology
1.41K
+ 34.37%
$508.13 - $586.55 $718K - $829K
5.53K $2.86M
HEQT
Simplify Exchange Traded Fds H
4.05K
+ 1.13%
$26.73 - $28.88 $108K - $117K
364K $10.5M
EMR
Emerson Electric CO

Industrials
5.35K
+ 8.19%
$98.19 - $118.87 $525K - $636K
70.6K $7.73M
MCD
Mcdonalds Corp

Consumer Cyclical
1.27K
+ 54.5%
$245.82 - $304.51 $312K - $387K
3.6K $1.1M
TXN
Texas Instruments Inc

Technology
2.42K
+ 4.91%
$194.6 - $194.6 $471K - $471K
51.7K $10.1M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
4.3K
+ 8.38%
$69.59 - $79.2 $299K - $340K
55.6K $4.28M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.47K
+ 28.21%
$75.88 - $83.21 $339K - $372K
20.3K $1.69M
FTLS
First Tr Long/Short Equity ETF

ETFs
5.12K
+ 4.08%
$60.73 - $63.8 $311K - $327K
131K $8.29M
SPYG
Spdr Portfolio

ETFs
3.75K
+ 8.59%
$73.38 - $84.1 $275K - $315K
47.4K $3.93M
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
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
7.69K
+ 8.23%
$29.08 - $31.84 $224K - $245K
101K $3.2M
ISRG
Intuitive Surgical Inc

Healthcare
513
+ 34.9%
$416.14 - $494.01 $213K - $253K
1.98K $974K
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
LECO
Lincoln Electric Holdings Inc

Industrials
340
+ 0.84%
$173.3 - $211.48 $58.9K - $71.9K
40.9K $7.86M
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
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
NVS
Novartis Ag

Healthcare
100
+ 1.06%
$106.13 - $120.89 $10.6K - $12.1K
9.49K $1.09M
PJAN
Innovator U.S. Equity Power Bu

ETFs
1.38K
+ 5.26%
$39.31 - $41.32 $54.4K - $57.1K
27.7K $1.14M
JEPI
J P Morgan Exchange Traded Fd

ETFs
357
+ 1.97%
$54.98 - $59.51 $19.6K - $21.2K
18.5K $1.1M
XOM
Exxon Mobil Corp

Energy
301
+ 1.93%
$109.72 - $119.0 $33K - $35.8K
15.9K $1.86M
MRK
Merck & Co., Inc.

Healthcare
742
+ 43.62%
$111.15 - $128.97 $82.5K - $95.7K
2.44K $277K
SIVR
Abrdn Silver ETF Trust

ETFs
1.18K
+ 12.61%
$25.48 - $30.77 $30.1K - $36.3K
10.5K $313K
MO
Altria Group, Inc.

Consumer Defensive
261
+ 3.92%
$45.95 - $54.71 $12K - $14.3K
6.92K $353K
TGT
Target Corp

Consumer Defensive
217
+ 11.4%
$133.47 - $159.25 $29K - $34.6K
2.12K $330K
CINF
Cincinnati Financial Corp

Financial Services
14
+ 0.68%
$115.7 - $138.2 $1.62K - $1.93K
2.07K $281K
CSR
Centerspace

Real Estate
398
+ 9.96%
$67.04 - $75.5 $26.7K - $30K
4.39K $309K
ARCC
Ares Capital Corp

Financial Services
1.61K
+ 3.12%
$19.8 - $21.28 $32K - $34.3K
53.4K $1.12M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
482
+ 5.17%
$29.23 - $33.51 $14.1K - $16.2K
9.8K $323K
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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