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
SLF
Sun Life Financial Inc

Financial Services
841
+ 10.97%
$56.54 - $66.41 $47.6K - $55.9K
8.51K $511M
ADP
Automatic Data Processing Inc

Industrials
31
+ 4.73%
$288.69 - $310.94 $8.95K - $9.64K
686 $201M
RELX
Relx PLC

Communication Services
1.12K
+ 13.33%
$45.13 - $54.19 $50.5K - $60.7K
9.52K $455M
COST
Costco Wholesale Corp

Consumer Defensive
55
+ 6.21%
$915.95 - $994.57 $50.4K - $54.7K
940 $870M
TMDX
Trans Medics Group, Inc.

Healthcare
445
+ 15.18%
$103.61 - $132.04 $46.1K - $58.8K
3.38K $379M
PECO
Phillips Edison & Company, Inc.

Real Estate
18
+ 0.29%
$33.04 - $36.15 $595 - $651
6.27K $215M
DE
Deere & CO

Industrials
19
+ 2.6%
$457.26 - $524.37 $8.69K - $9.96K
750 $343M
CARR
Carrier Global Corp

Industrials
50
+ 1.24%
$58.75 - $80.73 $2.94K - $4.04K
4.07K $243M
ACN
Accenture PLC

Technology
169
+ 11.03%
$232.56 - $304.78 $39.3K - $51.5K
1.7K $419M
Kenvue Inc
2.71K
+ 13.05%
N/A
23.4K $380M
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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