Wealth Plan Investment Management, LLC Incresed Positions in Q1 2025

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
JNJ
Johnson & Johnson

Healthcare
1.36K
+ 2.39%
$142.06 - $167.7 $193K - $228K
58.3K $9.67M
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
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
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
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
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
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
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
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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