Wealth Plan Investment Management, LLC Purchases in Q4 2024

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CEG
Constellation Energy Corp

Utilities
1.47K
New
$224.28 - $285.52 $330K - $420K
1.47K $330K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
5.47K
+ 9.83%
$74.69 - $79.24 $408K - $433K
61.1K $4.61M
IVV
Ishares Core S&P 500 ETF

ETFs
406
+ 7.98%
$570.51 - $610.59 $232K - $248K
5.49K $3.23M
XLK
Technology Sector Spdr

ETFs
1.24K
+ 74.58%
$220.26 - $241.44 $273K - $299K
2.9K $673K
ROP
Roper Technologies Inc

Industrials
900
+ 18.06%
$519.85 - $575.95 $468K - $518K
5.88K $3.06M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.25K
+ 5.59%
N/A
61.4K $5.27M
SPYG
Spdr Portfolio

ETFs
388
+ 0.82%
$81.74 - $91.38 $31.7K - $35.5K
47.7K $4.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.4K
+ 2.64%
$442.29 - $483.08 $619K - $676K
54.5K $24.7M
PJUN
Innovator U.S. Equity Power Bu

ETFs
6.72K
New
$36.63 - $37.8 $246K - $254K
6.72K $252K
PCAR
Paccar Inc

Industrials
2.26K
New
$97.92 - $118.41 $222K - $268K
2.26K $235K
RODM
Hartford Multifactor Developed

ETFs
7.97K
New
$28.36 - $30.42 $226K - $242K
7.97K $226K
SPOT
Spotify Technology S.A.

Communication Services
485
New
$362.95 - $502.38 $176K - $244K
485 $216K
T
At&T Inc.

Communication Services
9.34K
New
$21.22 - $23.88 $198K - $223K
9.34K $212K
DIAL
Columbia ETF Tr I Diversified

ETFs
11.8K
New
$17.52 - $18.45 $206K - $217K
11.8K $206K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
4.3K
+ 54.17%
$41.53 - $42.95 $178K - $185K
12.2K $522K
DUK
Duke Energy Corp

Utilities
1.96K
+ 62.17%
$105.76 - $120.76 $207K - $237K
5.11K $550K
IWN
Ishares Russell2000 Val ETF

ETFs
1.24K
+ 18.07%
$162.69 - $181.35 $202K - $225K
8.12K $1.33M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.41K
+ 11.87%
$80.93 - $85.66 $195K - $207K
22.7K $1.84M
IVE
Ishares S&P 500 Value ETF

ETFs
3.45K
+ 4.23%
$189.5 - $206.17 $654K - $712K
85K $16.2M
MKL
Markel Corp

Financial Services
46
+ 11.11%
$1542.01 - $1785.11 $70.9K - $82.1K
460 $794K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
332
+ 60.58%
$417.69 - $450.94 $139K - $150K
880 $374K
DE
Deere & CO

Industrials
315
+ 37.46%
$389.45 - $466.0 $123K - $147K
1.16K $489K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
541
+ 43.31%
$172.07 - $207.36 $93.1K - $112K
1.79K $353K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
5.13K
+ 0.9%
$24.13 - $24.45 $124K - $126K
578K $14M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
47
+ 0.3%
$60.17 - $75.64 $2.83K - $3.56K
15.6K $1.11M
GSIT
Gsi Technology Inc

Technology
37.6K
New
$2.51 - $3.95 $94.4K - $149K
37.6K $114K
BKE
Buckle Inc

Consumer Cyclical
686
+ 6.37%
$41.32 - $54.08 $28.3K - $37.1K
11.4K $581K
HRL
Hormel Foods Corp

Consumer Defensive
6.56K
+ 2.07%
$29.21 - $33.55 $192K - $220K
323K $10.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.4K
+ 13.02%
$57.53 - $60.83 $138K - $146K
20.9K $1.2M
UNH
Unitedhealth Group Inc

Healthcare
309
+ 32.84%
$485.52 - $625.25 $150K - $193K
1.25K $632K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
3.34K
+ 34.08%
$30.48 - $34.2 $102K - $114K
13.1K $400K
LOW
Lowes Companies Inc

Consumer Cyclical
1.03K
+ 12.7%
$244.52 - $284.07 $252K - $293K
9.16K $2.26M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
703
+ 5.76%
$80.18 - $88.79 $56.4K - $62.4K
12.9K $1.04M
VGT
Vanguard Information Technolog

ETFs
35
+ 6.24%
$571.78 - $647.97 $20K - $22.7K
596 $370K
UMBF
Umb Financial Corp

Financial Services
14
+ 0.31%
$101.15 - $127.6 $1.42K - $1.79K
4.49K $506K
BMY
Bristol Myers Squibb CO

Healthcare
115
+ 1.79%
$51.92 - $59.94 $5.97K - $6.89K
6.54K $369K
PG
Procter & Gamble CO

Consumer Defensive
272
+ 15.9%
$161.05 - $179.7 $43.8K - $48.9K
1.98K $332K
AGOX
Starboard Invt Tr

ETFs
15K
+ 6.81%
$27.16 - $30.0 $406K - $449K
235K $6.37M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
39.4K
+ 214.8%
$26.93 - $84.95 $1.06M - $3.34M
57.7K $1.58M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
136
+ 4.31%
$124.61 - $133.96 $16.9K - $18.2K
3.29K $423K
SNPS
Synopsys Inc

Technology
173
+ 6.17%
$485.36 - $588.0 $84K - $102K
2.98K $1.45M
FDX
Fedex Corp

Industrials
42
+ 2.56%
$260.5 - $305.15 $10.9K - $12.8K
1.68K $472K
VRT
Vertiv Holdings CO

Industrials
269
+ 4.15%
N/A
6.75K $584K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.52K
+ 16.32%
$34.13 - $37.35 $51.8K - $56.7K
10.8K $369K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.38K
+ 5.32%
$23.29 - $23.93 $32.2K - $33.1K
27.4K $641K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
610K
+ 122.46%
$18.41 - $40.87 $11.2M - $24.9M
1.11M $20.5M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
9.04K
+ 8.94%
$28.89 - $31.63 $261K - $286K
110K $3.22M
CINF
Cincinnati Financial Corp

Financial Services
12
+ 0.58%
$132.86 - $160.16 $1.59K - $1.92K
2.08K $298K
WM
Waste Management Inc

Industrials
100
+ 10.0%
$201.79 - $228.46 $20.2K - $22.8K
1.1K $221K
Activity Summary
Buys All Purchases 147 New Holdings 42 Increased Positions 105 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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