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
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.19K
+ 10.88%
$22.9 - $23.58 $73K - $75.1K
32.5K $762M
MDT
Medtronic PLC

Healthcare
495
+ 11.75%
$87.67 - $95.74 $43.4K - $47.4K
4.71K $448M
HBI
Hanesbrands Inc.

Consumer Cyclical
12.2K
New
$4.07 - $6.59 $49.6K - $80.3K
12.2K $80.3M
NUE
Nucor Corp

Basic Materials
453
+ 14.21%
$133.3 - $150.33 $60.4K - $68.1K
3.64K $493M
MYGN
Myriad Genetics Inc

Healthcare
10.6K
New
$3.84 - $7.84 $40.8K - $83.3K
10.6K $76.8M
HMC
Honda Motor CO LTD

Consumer Cyclical
1.33K
+ 7.44%
$29.11 - $34.85 $38.6K - $46.2K
19.2K $590M
PEBO
Peoples Bancorp Inc

Financial Services
2.89K
+ 43.16%
$28.16 - $32.1 $81.4K - $92.8K
9.59K $288M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
467
+ 14.19%
$71.86 - $87.45 $33.6K - $40.8K
3.76K $313M
PLD
Prologis, Inc.

Real Estate
420
+ 16.48%
$104.08 - $115.35 $43.7K - $48.4K
2.97K $340M
AXP
American Express CO

Financial Services
144
+ 7.83%
$294.27 - $342.31 $42.4K - $49.3K
1.98K $658M
CBOE
Cboe Global Markets, Inc.

Financial Services
170
+ 6.88%
$231.35 - $253.24 $39.3K - $43.1K
2.64K $648M
CAT
Caterpillar Inc

Industrials
35
+ 5.84%
$390.92 - $477.15 $13.7K - $16.7K
634 $303M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
39
+ 3.82%
$567.77 - $614.76 $22.1K - $24K
1.06K $650M
NEOG
Neogen Corp

Healthcare
11.9K
New
$4.65 - $5.75 $55.4K - $68.5K
11.9K $68.1M
Brookfield Renewable Corp
1.22K
+ 7.96%
N/A
16.6K $572M
FNDX
Schwab Fundamental U S Large C

ETFs
1.27K
+ 6.87%
$24.38 - $26.34 $31K - $33.5K
19.8K $520M
SHEL
Shell PLC

Energy
801
+ 10.51%
$69.82 - $73.93 $55.9K - $59.2K
8.42K $603M
A
Agilent Technologies, Inc.

Healthcare
291
+ 11.3%
$112.04 - $128.75 $32.6K - $37.5K
2.87K $368M
DOLE
Dole PLC

Consumer Defensive
5.1K
+ 39.52%
$13.15 - $14.95 $67.1K - $76.2K
18K $242M
KHC
Kraft Heinz CO

Consumer Defensive
2.02K
+ 10.11%
$25.63 - $28.94 $51.7K - $58.4K
22K $573M
SCHG
Schwab Strategic Tr Us Large C

ETFs
871
+ 9.73%
$28.92 - $32.19 $25.2K - $28K
9.83K $314M
QCOM
Qualcomm Inc

Technology
196
+ 7.46%
$145.84 - $173.55 $28.6K - $34K
2.82K $470M
MCK
Mckesson Corp

Healthcare
31
+ 4.72%
$659.01 - $772.54 $20.4K - $23.9K
688 $532M
FNDF
Schwab Fundamental Intl Large

ETFs
707
+ 11.08%
$39.84 - $43.15 $28.2K - $30.5K
7.09K $305M
NEE
Nextera Energy Inc

Utilities
162
+ 2.74%
$69.77 - $77.54 $11.3K - $12.6K
6.07K $459M
MA
Mastercard Inc

Financial Services
68
+ 5.78%
$550.18 - $598.96 $37.4K - $40.7K
1.24K $708M
MTD
Mettler Toledo International Inc

Healthcare
25
+ 8.56%
$1166.48 - $1324.06 $29.2K - $33.1K
317 $389M
AMGN
Amgen Inc

Healthcare
122
+ 11.78%
$271.18 - $309.22 $33.1K - $37.7K
1.16K $327M
GIL
Gildan Activewear Inc.

Consumer Cyclical
11
+ 0.26%
$49.08 - $57.8 $540 - $636
4.23K $245M
EW
Edwards Lifesciences Corp

Healthcare
461
+ 11.94%
$73.75 - $81.83 $34K - $37.7K
4.32K $336M
LPL
Lg Display Co., Ltd.

Technology
2.3K
+ 21.45%
$3.31 - $5.23 $7.6K - $12K
13K $67.9M
TTE
Total Energies Se

Energy
830
+ 7.69%
N/A
11.6K $694M
ICL
Icl Group Ltd.

Basic Materials
5.85K
+ 31.07%
$5.93 - $7.31 $34.7K - $42.8K
24.7K $155M
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.02%
$77.6 - $87.37 $77.6 - $87.4
4.92K $413M
UGP
Ultrapar Holdings Inc

Energy
3.44K
+ 32.38%
$2.83 - $4.1 $9.73K - $14.1K
14.1K $57.6M
CSCO
Cisco Systems, Inc.

Technology
395
+ 7.0%
$66.2 - $71.79 $26.1K - $28.4K
6.04K $413M
SID
National Steel CO

Basic Materials
13K
+ 63.94%
$1.25 - $1.61 $16.3K - $21K
33.4K $50.1M
Grupo Aval Acciones Y Valore
3.87K
+ 32.39%
N/A
15.8K $52.2M
MOS
Mosaic CO

Basic Materials
1.05K
+ 10.48%
$30.93 - $37.81 $32.4K - $39.6K
11K $383M
ADBE
Adobe Inc.

Technology
158
+ 13.87%
$333.65 - $392.1 $52.7K - $62K
1.3K $458M
IBM
International Business Machines Corp

Technology
152
+ 6.95%
$234.77 - $292.47 $35.7K - $44.5K
2.34K $660M
ZTS
Zoetis Inc.

Healthcare
208
+ 12.64%
$141.13 - $159.19 $29.4K - $33.1K
1.85K $271M
GGB
Gerdau S.A.

Basic Materials
4.01K
+ 33.7%
$2.85 - $3.2 $11.4K - $12.8K
15.9K $49.3M
ENIC
Enel Chile S.A.

Utilities
2.47K
+ 21.5%
$3.12 - $3.89 $7.71K - $9.61K
14K $54.3M
SYK
Stryker Corp

Healthcare
101
+ 9.92%
$368.57 - $403.53 $37.2K - $40.8K
1.12K $414M
OACP
Unified Ser Tr Oneascent Core

ETFs
200
+ 1.15%
$22.56 - $23.26 $4.51K - $4.65K
17.5K $404M
BBD
Bank Bradesco

Financial Services
1.49K
+ 10.84%
$2.75 - $3.39 $4.11K - $5.06K
15.3K $51.6M
ADI
Analog Devices Inc

Technology
5
+ 0.57%
$220.68 - $255.63 $1.1K - $1.28K
883 $217M
ROP
Roper Technologies Inc

Industrials
175
+ 14.46%
$495.03 - $573.0 $86.6K - $100K
1.39K $691M
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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