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
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.81K
New
$98.98 - $113.18 $179K - $205K
1.81K $204K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
13.2K
+ 2.28%
$23.9 - $24.43 $315K - $322K
591K $14.2M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
7.33K
+ 6.08%
$53.6 - $58.97 $393K - $432K
128K $7M
PRF
Invesco Exchange Traded Fd Tr

ETFs
4.67K
+ 25.54%
$39.4 - $42.61 $184K - $199K
22.9K $926K
INTC
Intel Corp

Technology
439
+ 0.67%
$19.1 - $27.39 $8.38K - $12K
65.7K $1.49M
PM
Philip Morris International Inc.

Consumer Defensive
269
+ 8.28%
$117.15 - $158.79 $31.5K - $42.7K
3.52K $558K
TSN
Tyson Foods, Inc.

Consumer Defensive
1.47K
+ 14.58%
$54.27 - $63.81 $79.6K - $93.5K
11.5K $735K
F
Ford Motor CO

Consumer Cyclical
13.6K
+ 57.26%
$9.12 - $10.43 $124K - $142K
37.3K $373K
AVGO
Broadcom Inc.

Technology
4.12K
+ 46.13%
$167.43 - $244.7 $690K - $1.01M
13.1K $2.19M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.36K
+ 17.23%
$32.49 - $37.99 $174K - $204K
36.5K $1.22M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.9K
+ 9.08%
$56.17 - $59.71 $106K - $113K
22.8K $1.3M
BX
Blackstone Inc.

Financial Services
6K
+ 26.51%
$136.53 - $186.74 $819K - $1.12M
28.6K $4M
MCD
Mcdonalds Corp

Consumer Cyclical
32
+ 0.89%
$279.74 - $321.29 $8.95K - $10.3K
3.63K $1.13M
ADP
Automatic Data Processing Inc

Industrials
169
+ 6.53%
$286.85 - $318.64 $48.5K - $53.9K
2.76K $842K
T
At&T Inc.

Communication Services
579
+ 6.2%
$21.56 - $28.28 $12.5K - $16.4K
9.92K $280K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
3.11K
+ 5.1%
$72.31 - $80.69 $225K - $251K
64.2K $4.67M
ISRG
Intuitive Surgical Inc

Healthcare
200
+ 12.94%
$476.63 - $610.45 $95.3K - $122K
1.75K $864K
DE
Deere & CO

Industrials
1
+ 0.09%
$408.57 - $509.27 $409 - $509
1.16K $543K
MDLZ
Mondelez International, Inc.

Consumer Defensive
243
+ 5.6%
$56.12 - $68.15 $13.6K - $16.6K
4.58K $310K
ARCC
Ares Capital Corp

Financial Services
1.81K
+ 4.44%
$21.28 - $23.81 $38.5K - $43.1K
42.6K $943K
GPRE
Green Plains Inc.

Basic Materials
10.1K
New
$4.85 - $10.26 $49.2K - $104K
10.1K $49K
BMY
Bristol Myers Squibb CO

Healthcare
300
+ 4.59%
$53.9 - $63.11 $16.2K - $18.9K
6.84K $416K
PJAN
Innovator U.S. Equity Power Bu

ETFs
1.74K
+ 4.15%
$41.09 - $43.24 $71.7K - $75.4K
43.7K $1.81M
NVR
Nvr Inc

Consumer Cyclical
10
+ 28.57%
$7062.02 - $8382.63 $70.6K - $83.8K
45 $325K
PFEB
Innovator U.S. Equity Power Bu

ETFs
1.37K
+ 11.37%
$35.54 - $37.44 $48.6K - $51.2K
13.4K $480K
BP
Bp PLC

Energy
73
+ 0.9%
$29.93 - $35.31 $2.18K - $2.58K
8.22K $277K
DNL
Wiswisdomtree Tr

ETFs
1.14K
+ 4.75%
$35.56 - $38.21 $40.5K - $43.5K
25.1K $895K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
411
+ 3.18%
$78.12 - $83.7 $32.1K - $34.4K
13.3K $1.07M
CMCSA
Comcast Corp

Communication Services
859
+ 10.17%
$33.19 - $38.23 $28.5K - $32.8K
9.31K $343K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
563
+ 2.48%
$78.0 - $84.37 $43.9K - $47.5K
23.3K $1.86M
WFC
Wells Fargo & Company

Financial Services
44
+ 0.41%
$66.78 - $81.42 $2.94K - $3.58K
10.7K $764K
CRWD
Crowd Strike Holdings, Inc.

Technology
12
+ 1.08%
$308.86 - $455.36 $3.71K - $5.46K
1.12K $396K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.82K
+ 10.33%
$92.45 - $106.69 $168K - $194K
19.4K $1.8M
XLK
Technology Sector Spdr

ETFs
420
+ 14.49%
$206.38 - $242.18 $86.7K - $102K
3.32K $685K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
62
+ 0.72%
$37.07 - $40.63 $2.3K - $2.52K
8.62K $339K
CINF
Cincinnati Financial Corp

Financial Services
12
+ 0.58%
$133.67 - $147.81 $1.6K - $1.77K
2.09K $309K
VTV
Vanguard Value ETF

ETFs
10
+ 0.57%
$167.73 - $179.21 $1.68K - $1.79K
1.77K $305K
PFL
Pimco Income Strategy Fund

Financial Services
487
+ 2.91%
$8.39 - $8.6 $4.09K - $4.19K
17.2K $148K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.05K
+ 6.97%
$11.22 - $11.8 $11.7K - $12.3K
16K $180K
VRT
Vertiv Holdings CO

Industrials
86
+ 1.27%
N/A
6.83K $592K
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.15%
$158.56 - $176.26 $476 - $529
1.99K $338K
EMB
Ishares Tr

ETFs
22
+ 0.81%
$88.64 - $92.03 $1.95K - $2.02K
2.74K $247K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8
+ 0.41%
$126.11 - $135.06 $1.01K - $1.08K
1.96K $252K
DIAL
Columbia ETF Tr I Diversified

ETFs
2
+ 0.02%
$17.36 - $17.95 $34.7 - $35.9
11.8K $210K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
137
+ 15.89%
$211.47 - $267.17 $29K - $36.6K
999 $211K
Valued Advisers Tr
20.5K
+ 5.56%
N/A
389K $0
Life360 Inc
558
+ 5.58%
N/A
10.6K $0
Richtech Robotics Inc
130K
New
N/A
130K $0
Lam Research Corp
9.77K
New
N/A
9.77K $0
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
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