Plan A Wealth LLC Purchases in Q3 2025

Plan A Wealth LLC

  • $197 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Northern Lts Fd Tr Iv
26.5K
+ 24.17%
N/A
136K $33.9B
OAIM
Unified Ser Tr Oneascent Intl
103K
+ 21.22%
N/A
588K $23.6B
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
47.2K
+ 24.7%
$23.8 - $24.29 $1.12M - $1.15M
238K $5.75B
SCHO
Schwab Short Term Us Treasury

ETFs
41.9K
+ 22.45%
$24.23 - $24.42 $1.02M - $1.02M
229K $5.58B
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
12.2K
+ 7.81%
$38.56 - $42.17 $470K - $514K
168K $6.99B
NVDA
Nvidia Corp

Technology
548
+ 1.86%
$153.3 - $186.58 $84K - $102K
30K $5.6B
VGIT
Vanguard Intermediate Term Tre

ETFs
14K
+ 25.85%
$58.97 - $60.36 $826K - $846K
68.2K $4.1B
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
30.2K
+ 19.04%
$20.34 - $21.61 $615K - $653K
189K $4.07B
AAPL
Apple Inc.

Technology
253
+ 2.61%
$202.38 - $256.87 $51.2K - $65K
9.95K $2.53B
GOOGL
Alphabet Inc.

Communication Services
286
+ 4.92%
$174.36 - $254.72 $49.9K - $72.8K
6.09K $1.48B
LNG
Cheniere Energy, Inc.

Energy
1.7K
New
$222.68 - $244.28 $379K - $416K
1.7K $400M
MSFT
Microsoft Corp

Technology
477
+ 7.43%
$491.09 - $535.64 $234K - $256K
6.9K $3.57B
VRT
Vertiv Holdings CO

Industrials
2.45K
New
N/A
2.45K $369M
SPY
Spdr S&P 500 ETF Trust

ETFs
432
+ 53.66%
$617.65 - $666.84 $267K - $288K
1.24K $824M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.19K
+ 14.6%
$89.32 - $107.82 $107K - $129K
9.37K $1.01B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.38K
New
$181.56 - $190.33 $250K - $262K
1.38K $261M
IVV
Ishares Core S&P 500 ETF

ETFs
200
+ 8.34%
$620.67 - $670.08 $124K - $134K
2.6K $1.74B
Ea Series Trust
7.34K
New
N/A
7.34K $243M
PLTR
Palantir Technologies Inc.

Technology
1.33K
New
$130.68 - $186.97 $173K - $248K
1.33K $242M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.19K
+ 39.66%
$21.69 - $23.34 $199K - $215K
32.4K $754M
NEM
Newmont Corp

Basic Materials
2.77K
New
$57.35 - $85.25 $159K - $236K
2.77K $234M
SNN
Smith & Nephew PLC

Healthcare
6.4K
New
$29.33 - $38.7 $188K - $248K
6.4K $232M
DHI
Horton D R Inc

Consumer Cyclical
1.35K
New
$129.82 - $184.04 $175K - $248K
1.35K $229M
ABBV
Abb Vie Inc.

Healthcare
946
New
$184.85 - $231.54 $175K - $219K
946 $219M
FTI
Technip Fmc PLC

Energy
5.51K
New
$32.19 - $40.89 $177K - $225K
5.51K $217M
PNR
Pentair PLC

Industrials
1.9K
New
$100.62 - $112.59 $191K - $213K
1.9K $210M
Unified Ser Tr
7.33K
New
N/A
7.33K $209M
RYAAY
Ryanair Holdings PLC

Industrials
3.45K
New
$55.19 - $66.72 $190K - $230K
3.45K $208M
AVGO
Broadcom Inc.

Technology
155
+ 5.5%
$264.74 - $369.57 $41K - $57.3K
2.97K $981M
MPC
Marathon Petroleum Corp

Energy
1.04K
New
$158.59 - $198.69 $165K - $207K
1.04K $201M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.09K
New
$91.28 - $97.59 $191K - $204K
2.09K $201M
SLB
Schlumberger Limited

Energy
5.83K
New
$32.37 - $37.31 $189K - $217K
5.83K $200M
ORCL
Oracle Corp

Technology
125
+ 5.2%
$218.96 - $328.33 $27.4K - $41K
2.53K $711M
INMD
In Mode Ltd.

Healthcare
11.1K
New
$13.66 - $15.36 $151K - $170K
11.1K $165M
BHP
Bhp Group LTD

Basic Materials
1.59K
+ 19.85%
$48.67 - $56.22 $77.4K - $89.4K
9.6K $535M
IQV
Iqvia Holdings Inc.

Healthcare
344
+ 14.45%
$157.68 - $200.82 $54.2K - $69.1K
2.73K $518M
TSLA
Tesla, Inc.

Consumer Cyclical
10
+ 0.95%
$293.94 - $444.72 $2.94K - $4.45K
1.07K $475M
LOW
Lowes Companies Inc

Consumer Cyclical
190
+ 7.08%
$215.01 - $273.02 $40.9K - $51.9K
2.88K $723M
VEA
Vanguard Ftse Developed Market

ETFs
1.22K
+ 6.81%
$56.02 - $60.3 $68.5K - $73.7K
19.2K $1.15B
IX
Orix Corp

Financial Services
1.88K
+ 8.92%
$22.28 - $27.06 $41.8K - $50.8K
22.9K $599M
SHG
Shinhan Financial Group CO LTD

Financial Services
972
+ 7.13%
N/A
14.6K $736M
RF
Regions Financial Corp

Financial Services
2.07K
+ 10.39%
$24.03 - $27.41 $49.8K - $56.8K
22K $581M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
686
+ 4.65%
$49.43 - $54.52 $33.9K - $37.4K
15.4K $836M
TM
Toyota Motor Corp

Consumer Cyclical
271
+ 9.87%
$167.86 - $202.79 $45.5K - $55K
3.02K $576M
ASML
Asml Holding Nv

Technology
28
+ 6.44%
$689.63 - $968.09 $19.3K - $27.1K
463 $448M
OAEM
Unified Ser Tr Oneascent Emerg
1.95K
+ 12.27%
N/A
17.8K $612M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.91K
+ 8.13%
$24.46 - $26.5 $46.6K - $50.5K
25.3K $667M
AFL
Aflac Inc

Financial Services
439
+ 7.67%
$98.09 - $111.7 $43.1K - $49K
6.17K $689M
AME
Ametek Inc

Industrials
299
+ 7.69%
$176.44 - $192.03 $52.8K - $57.4K
4.19K $788M
Activity Summary
Buys All Purchases 111 New Holdings 21 Increased Positions 90 Sells All Sells 51 Reductions 47 Sold out 4 Options Calls 0 Puts 0
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