Wealth Plan Investment Management, LLC Incresed Positions in Q2 2025

Wealth Plan Investment Management, LLC

  • $1.27 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
69K
+ 62.71%
$94.31 - $157.99 $6.51M - $10.9M
179K $28.3M
VTI
Vanguard Total Stock Market Et

ETFs
25.1K
+ 17.14%
$243.75 - $303.93 $6.11M - $7.62M
171K $52.1M
MSFT
Microsoft Corp

Technology
14.7K
+ 53.84%
$354.56 - $497.45 $5.22M - $7.32M
42.1K $20.9M
TSN
Tyson Foods, Inc.

Consumer Defensive
182K
+ 1583.18%
$54.33 - $63.56 $9.91M - $11.6M
194K $10.8M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
222K
+ 51.86%
$27.3 - $31.8 $6.06M - $7.06M
651K $20.7M
HEQT
Simplify Exchange Traded Fds H
196K
+ 42.32%
$27.22 - $30.05 $5.33M - $5.88M
659K $19.8M
AVEM
American Centy ETF Tr Avantis

ETFs
69.1K
+ 61.25%
$53.08 - $68.54 $3.67M - $4.74M
182K $12.5M
IGRO
Ishares Tr International Divid

ETFs
59.1K
+ 56.49%
$66.32 - $80.17 $3.92M - $4.74M
164K $12.9M
AGOX
Starboard Invt Tr

ETFs
136K
+ 54.93%
$23.19 - $29.58 $3.16M - $4.03M
384K $11.4M
AMZN
Amazon Com Inc

Consumer Cyclical
15K
+ 22.21%
$167.32 - $223.3 $2.5M - $3.34M
82.4K $18.1M
EMR
Emerson Electric CO

Industrials
26K
+ 36.86%
$94.15 - $133.33 $2.45M - $3.46M
96.4K $12.9M
FTLS
First Tr Long/Short Equity ETF

ETFs
69.4K
+ 47.3%
$60.06 - $66.28 $4.17M - $4.6M
216K $14.3M
GOOG
Alphabet Inc.

Communication Services
14.7K
+ 13.58%
$146.58 - $180.01 $2.15M - $2.64M
123K $21.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
192K
+ 328.45%
$19.6 - $24.44 $3.76M - $4.69M
250K $6.11M
META
Meta Platforms, Inc.

Communication Services
1.4K
+ 6.5%
$484.66 - $738.09 $679K - $1.03M
22.9K $16.9M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
73.9K
+ 57.75%
$47.46 - $55.3 $3.5M - $4.08M
202K $11.1M
WMT
Walmart Inc.

Consumer Defensive
22.8K
+ 13.04%
$81.79 - $99.98 $1.86M - $2.28M
198K $19.3M
EFG
Msci Eafe Growth ETF

ETFs
32.9K
+ 626.2%
$89.8 - $112.0 $2.95M - $3.68M
38.1K $4.27M
COST
Costco Wholesale Corp

Consumer Defensive
2.9K
+ 17.21%
$908.13 - $1056.85 $2.63M - $3.06M
19.7K $19.5M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
35.4K
+ 55.13%
$62.35 - $83.2 $2.21M - $2.94M
99.5K $8.28M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
145K
+ 24.54%
$23.13 - $24.23 $3.35M - $3.51M
736K $17.8M
SPYG
Spdr Portfolio

ETFs
28.3K
+ 58.3%
$71.83 - $95.32 $2.03M - $2.7M
76.9K $7.33M
TMO
Thermo Fisher Scientific Inc.

Healthcare
9.85K
+ 153.23%
$390.26 - $489.06 $3.84M - $4.82M
16.3K $6.6M
DGRO
Ishares Core Dividend Growth E

ETFs
43K
+ 14.5%
$55.22 - $63.94 $2.38M - $2.75M
340K $21.7M
CASY
Caseys General Stores Inc

Consumer Cyclical
654
+ 1.71%
$415.82 - $510.91 $272K - $334K
39K $19.9M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
22.8K
+ 691.48%
$108.06 - $135.3 $2.46M - $3.09M
26.1K $3.53M
JPM
Jpmorgan Chase & CO

Financial Services
5.15K
+ 15.88%
$210.28 - $289.91 $1.08M - $1.49M
37.6K $10.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.15K
+ 70.58%
$496.48 - $617.85 $2.06M - $2.56M
10K $6.19M
CLOI
Vaneck ETF Tr

ETFs
54.2K
+ 20.98%
$51.16 - $53.02 $2.77M - $2.87M
312K $16.5M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
33K
+ 51.06%
N/A
97.5K $8.37M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
57.2K
+ 22.98%
$32.77 - $36.44 $1.87M - $2.08M
306K $11.1M
IBM
International Business Machines Corp

Technology
2.17K
+ 5.21%
$221.03 - $294.78 $479K - $638K
43.7K $12.9M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
65.9K
+ 56.86%
$27.79 - $34.16 $1.83M - $2.25M
182K $6.19M
AVGO
Broadcom Inc.

Technology
3.7K
+ 28.36%
$146.29 - $275.65 $542K - $1.02M
16.8K $4.62M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.59K
+ 0.47%
$17.76 - $22.1 $81.6K - $102K
989K $21.9M
MSM
Msc Industrial Direct CO Inc

Industrials
16K
+ 12.72%
$70.15 - $85.48 $1.12M - $1.37M
142K $12.1M
SEMI
Columbia ETF Tr I Seligman Sem

ETFs
55.2K
+ 41.97%
$19.44 - $27.77 $1.07M - $1.53M
187K $5.18M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
64K
+ 604.89%
$27.26 - $34.48 $1.75M - $2.21M
74.6K $2.57M
TSLA
Tesla, Inc.

Consumer Cyclical
4.97K
+ 57.11%
$221.86 - $362.89 $1.1M - $1.8M
13.7K $4.34M
LECO
Lincoln Electric Holdings Inc

Industrials
5.28K
+ 12.83%
$167.18 - $211.38 $883K - $1.12M
46.4K $9.63M
MA
Mastercard Inc

Financial Services
2.57K
+ 13.4%
$479.92 - $590.74 $1.23M - $1.52M
21.7K $12.2M
NKE
Nike, Inc.

Consumer Cyclical
15.5K
+ 19.92%
$53.27 - $72.04 $827K - $1.12M
93.5K $6.64M
NUE
Nucor Corp

Basic Materials
8.62K
+ 14.32%
$103.22 - $131.43 $890K - $1.13M
68.8K $8.92M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
59.4K
+ 17.2%
$24.96 - $25.5 $1.48M - $1.51M
405K $10.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
10.5K
+ 53.99%
$82.96 - $110.1 $869K - $1.15M
29.9K $3.29M
GOOGL
Alphabet Inc.

Communication Services
5.88K
+ 28.29%
$144.7 - $178.6 $851K - $1.05M
26.7K $4.7M
ORCL
Oracle Corp

Technology
2.63K
+ 24.6%
$122.82 - $218.63 $324K - $576K
13.3K $2.92M
GPC
Genuine Parts CO

Consumer Cyclical
9.91K
+ 14.03%
$105.54 - $129.09 $1.05M - $1.28M
80.6K $9.77M
GGG
Graco Inc

Industrials
12.4K
+ 10.57%
$74.02 - $87.26 $914K - $1.08M
129K $11.1M
Activity Summary
Buys All Purchases 274 New Holdings 87 Increased Positions 187 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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