Wealth Plan Investment Management, LLC Sells in Q1 2025

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.81K
- 0.78%
$209.68 - $247.1 $588K - $693K
359K $79.8M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-141K
- 45.22%
$42.18 - $45.16 $5.93M - $6.35M
170K $7.54M
HEQT
Simplify Exchange Traded Fds H
-137K
- 22.87%
$28.48 - $30.52 $3.91M - $4.19M
463K $13.2M
DJD
Invesco Exchange Traded Fd Tr

ETFs
-56.7K
- 74.32%
$50.21 - $54.3 $2.85M - $3.08M
19.6K $1.03M
IEMG
Ishares Inc

ETFs
-45.4K
- 14.79%
N/A
262K $14M
VIG
Vanguard Dividend Appreciation

ETFs
-12.2K
- 62.48%
N/A
7.3K $1.33M
WMT
Walmart Inc.

Consumer Defensive
-15.5K
- 8.16%
$84.5 - $105.05 $1.31M - $1.63M
175K $15.3M
DHR
Danaher Corp

Healthcare
-5.47K
- 21.29%
$201.62 - $250.59 $1.1M - $1.37M
20.2K $4.14M
ON
On Semiconductor Corp

Technology
-3.85K
- 5.93%
$40.69 - $64.51 $157K - $248K
61K $2.48M
TSLA
Tesla, Inc.

Consumer Cyclical
-272
- 3.03%
$222.15 - $428.22 $60.4K - $116K
8.7K $2.25M
DGRO
Ishares Core Dividend Growth E

ETFs
-20.9K
- 6.59%
$60.46 - $64.42 $1.26M - $1.35M
297K $18.3M
META
Meta Platforms, Inc.

Communication Services
-1.29K
- 5.64%
$576.36 - $736.67 $742K - $948K
21.5K $12.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-123K
- 11.11%
$18.36 - $20.51 $2.26M - $2.53M
985K $19.5M
RPM
Rpm International Inc

Basic Materials
-2.31K
- 2.78%
$114.03 - $128.31 $263K - $296K
80.8K $9.35M
NOW
Service Now, Inc.

Technology
-138
- 4.86%
$783.83 - $1170.39 $108K - $162K
2.7K $2.15M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-1.33K
- 2.35%
$119.87 - $145.05 $159K - $193K
55.2K $6.91M
DOV
Dover Corp

Industrials
-899
- 2.52%
$174.65 - $206.43 $157K - $186K
34.7K $6.1M
TDIV
First Trust Nasdaq Technology

ETFs
-5.11K
- 17.44%
$73.39 - $83.95 $375K - $429K
24.2K $1.78M
SEMI
Columbia ETF Tr I Seligman Sem

ETFs
-348
- 0.26%
$22.07 - $27.99 $7.68K - $9.74K
131K $2.9M
GGG
Graco Inc

Industrials
-4.47K
- 3.69%
$80.53 - $87.54 $360K - $391K
117K $9.76M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-3.95K
- 12.95%
$67.03 - $74.61 $265K - $295K
26.6K $1.81M
FTLS
First Tr Long/Short Equity ETF

ETFs
-1.49K
- 1.0%
$63.42 - $68.17 $94.4K - $101K
147K $9.4M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.35K
- 1.59%
$185.78 - $198.58 $252K - $269K
83.6K $15.9M
SPGI
S&P Global Inc.

Financial Services
-700
- 7.82%
$478.26 - $543.77 $335K - $381K
8.25K $4.19M
LOW
Lowes Companies Inc

Consumer Cyclical
-522
- 5.7%
$222.66 - $268.42 $116K - $140K
8.63K $2.01M
HRL
Hormel Foods Corp

Consumer Defensive
-3.13K
- 0.97%
$28.29 - $31.52 $88.6K - $98.8K
320K $9.91M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.22K
- 13.36%
$85.29 - $92.57 $274K - $298K
20.9K $1.9M
TXN
Texas Instruments Inc

Technology
-941
- 1.9%
N/A
48.5K $9.44M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-5.65K
- 14.36%
$39.65 - $43.35 $224K - $245K
33.7K $1.42M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-10.3K
- 39.26%
$25.2 - $68.74 $260K - $710K
16K $472K
UNH
Unitedhealth Group Inc

Healthcare
-320
- 25.6%
$461.52 - $548.18 $148K - $175K
930 $487K
V
Visa Inc.

Financial Services
-577
- 33.92%
$306.92 - $362.71 $177K - $209K
1.12K $393K
FDX
Fedex Corp

Industrials
-285
- 16.96%
$230.33 - $281.53 $65.6K - $80.2K
1.4K $340K
KO
Coca Cola CO

Consumer Defensive
-2.72K
- 36.41%
$60.81 - $72.32 $165K - $197K
4.75K $340K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-3.15K
- 4.79%
$42.36 - $43.8 $133K - $138K
62.6K $2.72M
IWP
Ishares Russell Mid Cap Growth

ETFs
-184
- 2.36%
$114.9 - $139.6 $21.1K - $25.7K
7.6K $893K
NEAR
Blackrock Short Maturity Bond

ETFs
-1.96K
- 6.1%
$50.4 - $50.89 $98.7K - $99.6K
30.1K $1.53M
SHOP
Shopify Inc.

Technology
-550
- 17.62%
$90.59 - $129.31 $49.8K - $71.1K
2.57K $245K
DTH
Wisdomtree Tr

ETFs
-7.68K
- 14.8%
$37.33 - $43.33 $287K - $333K
44.2K $1.88M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-603
- 1.02%
$21.75 - $24.28 $13.1K - $14.6K
58.4K $1.29M
GM
General Motors CO

Consumer Cyclical
-871
- 16.14%
$45.22 - $54.92 $39.4K - $47.8K
4.53K $212K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-2.56K
- 19.44%
$29.72 - $31.94 $75.9K - $81.6K
10.6K $326K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-234
- 0.85%
$23.16 - $27.04 $5.42K - $6.33K
27.4K $642K
LECO
Lincoln Electric Holdings Inc

Industrials
-709
- 1.69%
$180.51 - $216.81 $128K - $154K
41.2K $7.79M
UMBF
Umb Financial Corp

Financial Services
-88
- 1.96%
$98.0 - $122.56 $8.62K - $10.8K
4.4K $444K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-108
- 0.32%
$41.26 - $44.98 $4.46K - $4.86K
33.9K $1.43M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-310
- 1.99%
$63.83 - $75.78 $19.8K - $23.5K
15.2K $1.05M
APD
Air Products & Chemicals, Inc.

Basic Materials
-675
- 2.3%
$283.24 - $338.07 $191K - $228K
28.7K $8.47M
SPMD
Spdr Portfolio

ETFs
-95
- 0.71%
$50.21 - $57.73 $4.77K - $5.48K
13.2K $677K
Activity Summary
Buys All Purchases 140 New Holdings 22 Increased Positions 118 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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