Wealth Plan Investment Management, LLC Sells in Q4 2024

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
-5.3K
- 13.6%
$258.78 - $328.31 $1.37M - $1.74M
33.7K $8.77M
NUE
Nucor Corp

Basic Materials
-9.84K
- 14.08%
$115.78 - $167.74 $1.14M - $1.65M
60K $7M
TDIV
First Trust Nasdaq Technology

ETFs
-37K
- 55.77%
$78.03 - $82.13 $2.88M - $3.04M
29.3K $2.3M
PEP
Pepsico Inc

Consumer Defensive
-4.83K
- 6.2%
$151.29 - $176.1 $731K - $851K
73.1K $11.1M
GPC
Genuine Parts CO

Consumer Cyclical
-3.72K
- 5.24%
$113.11 - $143.63 $421K - $534K
67.2K $7.85M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4.52K
- 40.54%
$481.22 - $538.17 $2.18M - $2.43M
6.63K $3.39M
IWM
Ishares Russell 2000 ETF

ETFs
-8.62K
- 39.87%
$216.13 - $242.4 $1.86M - $2.09M
13K $2.87M
JNJ
Johnson & Johnson

Healthcare
-4.74K
- 7.69%
$143.34 - $165.86 $680K - $786K
57K $8.24M
IWP
Ishares Russell Mid Cap Growth

ETFs
-15.1K
- 65.96%
$116.4 - $138.52 $1.76M - $2.09M
7.79K $986K
NKE
Nike, Inc.

Consumer Cyclical
-7.03K
- 9.08%
$73.36 - $89.13 $516K - $627K
70.4K $5.33M
MSM
Msc Industrial Direct CO Inc

Industrials
-809
- 0.66%
$73.09 - $90.18 $59.1K - $73K
121K $9.07M
O
Realty Income Corp

Real Estate
-500
- 0.38%
$51.76 - $64.71 $25.9K - $32.4K
130K $6.92M
BRO
Brown & Brown, Inc.

Financial Services
-10.8K
- 9.88%
$100.93 - $113.42 $1.09M - $1.22M
98.5K $10.1M
AOS
Smith A O Corp

Industrials
-6.81K
- 18.81%
$68.02 - $88.94 $463K - $606K
29.4K $2.01M
ON
On Semiconductor Corp

Technology
-8.09K
- 11.08%
$63.05 - $74.7 $510K - $604K
64.9K $4.09M
VZ
Verizon Communications Inc

Communication Services
-2.2K
- 1.02%
$39.6 - $45.21 $87K - $99.4K
214K $8.56M
STZ
Constellation Brands, Inc.

Consumer Defensive
-3
- 0.01%
$219.66 - $257.62 $659 - $773
30.2K $6.66M
ALB
Albemarle Corp

Basic Materials
-6.13K
- 11.88%
$86.08 - $111.3 $527K - $682K
45.5K $3.91M
BAC
Bank Of America Corp

Financial Services
-23.4K
- 66.35%
$39.22 - $47.77 $918K - $1.12M
11.9K $521K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-14.8K
- 71.22%
$55.73 - $66.16 $822K - $976K
5.96K $359K
RPM
Rpm International Inc

Basic Materials
-7.56K
- 8.34%
$120.09 - $140.26 $908K - $1.06M
83.1K $10.2M
AVGO
Broadcom Inc.

Technology
-7.36K
- 45.16%
$159.67 - $250.0 $1.17M - $1.84M
8.93K $2.07M
KO
Coca Cola CO

Consumer Defensive
-8.95K
- 54.52%
$61.74 - $71.71 $553K - $642K
7.47K $464K
GGG
Graco Inc

Industrials
-2.82K
- 2.27%
$81.45 - $92.29 $230K - $261K
121K $10.2M
IBM
International Business Machines Corp

Technology
-2.27K
- 4.92%
$204.9 - $238.04 $465K - $540K
43.8K $9.64M
CASY
Caseys General Stores Inc

Consumer Cyclical
-3.46K
- 8.4%
$366.65 - $427.88 $1.27M - $1.48M
37.7K $14.9M
CVX
Chevron Corp

Energy
-2.21K
- 2.81%
$141.15 - $162.53 $311K - $358K
76.2K $11M
APD
Air Products & Chemicals, Inc.

Basic Materials
-720
- 2.39%
$285.5 - $335.62 $206K - $242K
29.4K $8.53M
TXN
Texas Instruments Inc

Technology
-2.26K
- 4.37%
N/A
49.4K $9.62M
PFE
Pfizer Inc

Healthcare
-9.32K
- 12.4%
$24.8 - $30.19 $231K - $281K
65.8K $1.75M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-30.2K
- 53.45%
$17.13 - $34.23 $518K - $1.03M
26.3K $636K
UNP
Union Pacific Corp

Industrials
-616
- 5.6%
$223.15 - $249.32 $137K - $154K
10.4K $2.37M
LLY
Eli Lilly & CO

Healthcare
-91
- 4.55%
$727.2 - $932.06 $66.2K - $84.8K
1.91K $1.47M
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.03K
- 18.66%
$94.43 - $105.47 $381K - $425K
17.6K $1.79M
CLOI
Vaneck ETF Tr

ETFs
-3.53K
- 1.34%
$52.7 - $53.15 $186K - $187K
259K $13.7M
XOM
Exxon Mobil Corp

Energy
-953
- 6.0%
$105.51 - $125.37 $101K - $119K
14.9K $1.61M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-2.07K
- 41.09%
$101.82 - $114.06 $211K - $236K
2.97K $306K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-2.5K
- 3.66%
$42.79 - $44.9 $107K - $112K
65.8K $2.82M
COST
Costco Wholesale Corp

Consumer Defensive
-829
- 4.64%
$873.59 - $994.69 $724K - $825K
17K $15.6M
SBUX
Starbucks Corp

Consumer Cyclical
-2.01K
- 30.62%
$87.44 - $102.5 $176K - $206K
4.56K $415K
ARCC
Ares Capital Corp

Financial Services
-12.6K
- 23.6%
$20.74 - $22.27 $261K - $280K
40.8K $892K
DTH
Wisdomtree Tr

ETFs
-753
- 1.43%
$37.38 - $41.11 $28.1K - $31K
51.9K $1.96M
DOW
Dow Inc.

Basic Materials
-1.82K
- 18.78%
$39.1 - $55.34 $71K - $101K
7.86K $315K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-7.46K
- 2.17%
$25.35 - $25.53 $189K - $191K
336K $8.56M
CAT
Caterpillar Inc

Industrials
-41
- 0.67%
$360.37 - $416.88 $14.8K - $17.1K
6.1K $2.21M
DOV
Dover Corp

Industrials
-193
- 0.54%
$184.72 - $206.51 $35.7K - $39.9K
35.6K $6.69M
SPGI
S&P Global Inc.

Financial Services
-13
- 0.15%
$480.36 - $529.17 $6.24K - $6.88K
8.95K $4.46M
ISRG
Intuitive Surgical Inc

Healthcare
-438
- 22.09%
$471.27 - $550.62 $206K - $241K
1.55K $806K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-623
- 1.56%
$40.41 - $45.12 $25.2K - $28.1K
39.4K $1.59M
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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