Wealth Plan Investment Management, LLC Purchases in Q1 2025

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
13
New
$663000.0 - $801950.0 $8.62M - $10.4M
13 $10.4M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
249K
New
$34.08 - $35.99 $8.48M - $8.95M
249K $8.53M
BJUL
Innovator U.S. Equity Buffer E

ETFs
186K
New
$42.65 - $46.09 $7.94M - $8.58M
186K $8.04M
VTI
Vanguard Total Stock Market Et

ETFs
26.2K
+ 21.84%
$271.18 - $303.12 $7.11M - $7.94M
146K $40.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
189K
+ 327.89%
$27.01 - $28.54 $5.11M - $5.4M
247K $6.9M
CVX
Chevron Corp

Energy
5.39K
+ 7.07%
$146.71 - $167.97 $791K - $906K
81.6K $13.7M
AMGN
Amgen Inc

Healthcare
2.17K
+ 6.45%
$258.59 - $327.36 $561K - $710K
35.8K $11.2M
IVV
Ishares Core S&P 500 ETF

ETFs
3.72K
+ 67.79%
$554.06 - $615.85 $2.06M - $2.29M
9.22K $5.18M
IWM
Ishares Russell 2000 ETF

ETFs
10.1K
+ 77.58%
$198.1 - $229.79 $2M - $2.32M
23.1K $4.6M
CASY
Caseys General Stores Inc

Consumer Cyclical
636
+ 1.69%
$378.71 - $442.54 $241K - $281K
38.3K $16.6M
THC
Tenet Healthcare Corp

Healthcare
9K
New
$119.51 - $144.98 $1.08M - $1.31M
9K $1.21M
GS
Goldman Sachs Group Inc

Financial Services
2.19K
New
$524.81 - $672.19 $1.15M - $1.47M
2.19K $1.2M
O
Realty Income Corp

Real Estate
9.39K
+ 7.25%
$51.67 - $58.49 $485K - $549K
139K $8.06M
XOM
Exxon Mobil Corp

Energy
7.3K
+ 48.89%
$105.44 - $118.93 $770K - $868K
22.2K $2.64M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.22K
+ 52.62%
$497.6 - $606.74 $1.1M - $1.34M
6.43K $3.2M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
21K
+ 2.8%
$24.73 - $25.62 $520K - $539K
771K $19.7M
NVDA
Nvidia Corp

Technology
28K
+ 34.19%
$106.98 - $149.43 $3M - $4.19M
110K $11.9M
IGRO
Ishares Tr International Divid

ETFs
6.23K
+ 6.32%
$66.91 - $73.87 $417K - $460K
105K $7.58M
LNG
Cheniere Energy, Inc.

Energy
2.17K
+ 12.0%
$209.32 - $253.66 $455K - $551K
20.3K $4.69M
KR
Kroger CO

Consumer Defensive
11.7K
New
$58.36 - $67.72 $683K - $793K
11.7K $792K
NOC
Northrop Grumman Corp

Industrials
1.53K
New
$433.45 - $513.82 $664K - $787K
1.53K $783K
ADBE
Adobe Inc.

Technology
3.06K
+ 47.69%
$377.84 - $464.11 $1.16M - $1.42M
9.48K $3.63M
UBER
Uber Technologies, Inc

Technology
9.51K
+ 138.24%
$63.17 - $81.49 $601K - $775K
16.4K $1.19M
DELL
Dell Technologies Inc.

Technology
8.45K
New
$90.34 - $124.66 $763K - $1.05M
8.45K $769K
SU
Suncor Energy Inc

Energy
19.7K
New
$34.27 - $40.63 $676K - $801K
19.7K $763K
JPM
Jpmorgan Chase & CO

Financial Services
2.42K
+ 8.05%
$225.19 - $279.95 $544K - $677K
32.4K $7.96M
MSM
Msc Industrial Direct CO Inc

Industrials
4.54K
+ 3.73%
$74.45 - $83.08 $338K - $377K
126K $9.79M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6.95K
New
$91.45 - $91.75 $635K - $637K
6.95K $637K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
18.8K
+ 107.81%
$24.39 - $35.22 $459K - $663K
36.3K $1.08M
GPC
Genuine Parts CO

Consumer Cyclical
3.43K
+ 5.1%
$115.91 - $129.02 $398K - $443K
70.7K $8.42M
PLTR
Palantir Technologies Inc.

Technology
2.91K
+ 8.11%
$64.98 - $124.62 $189K - $362K
38.7K $3.27M
LMT
Lockheed Martin Corp

Industrials
2.46K
+ 15.66%
$423.19 - $506.29 $1.04M - $1.24M
18.1K $8.1M
ORCL
Oracle Corp

Technology
4.46K
+ 71.52%
$139.81 - $186.47 $624K - $832K
10.7K $1.5M
MA
Mastercard Inc

Financial Services
72
+ 0.38%
$504.67 - $576.31 $36.3K - $41.5K
19.1K $10.5M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
5.78K
+ 5.24%
$29.06 - $32.62 $168K - $188K
116K $3.64M
AOS
Smith A O Corp

Industrials
7.58K
+ 25.79%
$65.16 - $72.69 $494K - $551K
37K $2.42M
SNPS
Synopsys Inc

Technology
1.27K
+ 42.68%
$428.58 - $551.54 $545K - $701K
4.25K $1.82M
PEP
Pepsico Inc

Consumer Defensive
3.53K
+ 4.83%
$142.64 - $156.42 $504K - $552K
76.6K $11.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
853
+ 16.98%
$551.42 - $612.93 $470K - $523K
5.88K $3.29M
MKL
Markel Corp

Financial Services
125
+ 27.17%
$1660.14 - $2059.83 $208K - $257K
585 $1.09M
AVEM
American Centy ETF Tr Avantis

ETFs
2.11K
+ 1.91%
$57.11 - $62.4 $121K - $132K
113K $6.79M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.16K
+ 5.15%
N/A
64.6K $5.54M
LLY
Eli Lilly & CO

Healthcare
200
+ 10.48%
$725.72 - $929.72 $145K - $186K
2.11K $1.74M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
9.11K
+ 2.71%
$25.44 - $25.58 $232K - $233K
345K $8.82M
OSCR
Oscar Health, Inc.

Healthcare
19.5K
New
$12.83 - $17.3 $250K - $338K
19.5K $255K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.98K
+ 4.37%
$59.78 - $60.03 $238K - $239K
95.1K $5.69M
NUE
Nucor Corp

Basic Materials
192
+ 0.32%
$114.48 - $142.52 $22K - $27.4K
60.2K $7.25M
UNP
Union Pacific Corp

Industrials
576
+ 5.54%
$225.21 - $254.42 $130K - $147K
11K $2.59M
CMC
Commercial Metals CO

Basic Materials
4.8K
New
$43.22 - $53.05 $207K - $255K
4.8K $220K
Activity Summary
Buys All Purchases 140 New Holdings 22 Increased Positions 118 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email