Plan A Wealth LLC Incresed Positions 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
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
IVV
Ishares Core S&P 500 ETF

ETFs
200
+ 8.34%
$620.67 - $670.08 $124K - $134K
2.6K $1.74B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.19K
+ 39.66%
$21.69 - $23.34 $199K - $215K
32.4K $754M
AVGO
Broadcom Inc.

Technology
155
+ 5.5%
$264.74 - $369.57 $41K - $57.3K
2.97K $981M
ORCL
Oracle Corp

Technology
125
+ 5.2%
$218.96 - $328.33 $27.4K - $41K
2.53K $711M
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
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
NUE
Nucor Corp

Basic Materials
453
+ 14.21%
$133.3 - $150.33 $60.4K - $68.1K
3.64K $493M
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
LLY
Eli Lilly & CO

Healthcare
104
+ 23.01%
$625.65 - $812.69 $65.1K - $84.5K
556 $424M
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
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
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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