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
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
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
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
FISV
Fiserv Inc

Technology
380
+ 9.6%
N/A
4.34K $559M
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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