Wealth Plan Investment Management, LLC Incresed Positions in Q3 2024

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
87.8K
+ 32.65%
$207.23 - $234.82 $18.2M - $20.6M
357K $83.1M
VTI
Vanguard Total Stock Market Et

ETFs
85.4K
+ 293.45%
$255.18 - $283.2 $21.8M - $24.2M
114K $32.4M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
474K
+ 483.02%
$24.05 - $24.42 $11.4M - $11.6M
572K $13.9M
DGRO
Ishares Core Dividend Growth E

ETFs
171K
+ 172.37%
$57.47 - $62.76 $9.81M - $10.7M
270K $16.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16.3K
+ 44.25%
$405.19 - $478.57 $6.6M - $7.79M
53.1K $24.4M
NVDA
Nvidia Corp

Technology
45.2K
+ 97.62%
$98.91 - $134.91 $4.47M - $6.1M
91.6K $11.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
10.2K
+ 1040.08%
$434.77 - $502.96 $4.42M - $5.12M
11.2K $5.44M
WMT
Walmart Inc.

Consumer Defensive
23K
+ 12.35%
$66.91 - $81.4 $1.54M - $1.87M
209K $16.9M
COST
Costco Wholesale Corp

Consumer Defensive
3.88K
+ 27.77%
$801.83 - $917.05 $3.11M - $3.56M
17.9K $15.8M
AMZN
Amazon Com Inc

Consumer Cyclical
20.9K
+ 44.25%
$161.02 - $200.0 $3.36M - $4.18M
68.1K $12.7M
IBM
International Business Machines Corp

Technology
5.08K
+ 12.38%
$175.1 - $223.38 $889K - $1.13M
46.1K $10.2M
MA
Mastercard Inc

Financial Services
4.09K
+ 27.73%
$429.6 - $500.99 $1.76M - $2.05M
18.8K $9.3M
CLOI
Vaneck ETF Tr

ETFs
51.7K
+ 24.47%
$52.65 - $53.04 $2.72M - $2.74M
263K $14M
ABBV
Abb Vie Inc.

Healthcare
5K
+ 7.45%
$163.84 - $199.33 $820K - $997K
72.2K $14.3M
GOOG
Alphabet Inc.

Communication Services
22K
+ 26.93%
$149.54 - $192.66 $3.29M - $4.24M
104K $17.3M
META
Meta Platforms, Inc.

Communication Services
1.59K
+ 7.71%
$453.41 - $572.44 $720K - $909K
22.2K $12.7M
SPGI
S&P Global Inc.

Financial Services
3.59K
+ 66.93%
$446.32 - $527.38 $1.6M - $1.89M
8.96K $4.63M
DHR
Danaher Corp

Healthcare
5.84K
+ 28.37%
$239.25 - $280.76 $1.4M - $1.64M
26.4K $7.35M
AMGN
Amgen Inc

Healthcare
5.66K
+ 17.0%
$309.38 - $337.38 $1.75M - $1.91M
39K $12.6M
CAT
Caterpillar Inc

Industrials
5.25K
+ 590.0%
$316.8 - $391.12 $1.66M - $2.05M
6.14K $2.4M
IVV
Ishares Core S&P 500 ETF

ETFs
3.57K
+ 234.83%
$520.18 - $576.82 $1.86M - $2.06M
5.09K $2.93M
RPM
Rpm International Inc

Basic Materials
7.98K
+ 9.65%
$103.91 - $125.03 $830K - $998K
90.7K $11M
BRO
Brown & Brown, Inc.

Financial Services
5.71K
+ 5.51%
$89.11 - $105.82 $509K - $604K
109K $11.3M
BX
Blackstone Inc.

Financial Services
9.83K
+ 60.0%
$120.77 - $159.66 $1.19M - $1.57M
26.2K $4.01M
STZ
Constellation Brands, Inc.

Consumer Defensive
6.87K
+ 29.48%
$236.42 - $259.82 $1.62M - $1.78M
30.2K $7.77M
IVW
Ishares S&P 500 Growth ETF

ETFs
18.4K
+ 563.51%
$84.77 - $97.13 $1.56M - $1.78M
21.6K $2.07M
AOS
Smith A O Corp

Industrials
17.1K
+ 89.29%
$76.95 - $91.98 $1.31M - $1.57M
36.2K $3.25M
CASY
Caseys General Stores Inc

Consumer Cyclical
4.9K
+ 13.53%
$354.52 - $391.16 $1.74M - $1.92M
41.1K $15.4M
JNJ
Johnson & Johnson

Healthcare
4.17K
+ 7.26%
$145.48 - $167.38 $607K - $699K
61.7K $10M
O
Realty Income Corp

Real Estate
3.71K
+ 2.94%
$52.36 - $63.42 $194K - $235K
130K $8.25M
NOW
Service Now, Inc.

Technology
1.51K
+ 89.16%
$730.87 - $937.36 $1.11M - $1.42M
3.21K $2.87M
GGG
Graco Inc

Industrials
6.17K
+ 5.23%
$77.82 - $87.64 $480K - $541K
124K $10.9M
AVEM
American Centy ETF Tr Avantis

ETFs
15.9K
+ 18.55%
$57.2 - $65.59 $909K - $1.04M
102K $6.56M
NKE
Nike, Inc.

Consumer Cyclical
3.77K
+ 5.11%
$71.09 - $89.44 $268K - $337K
77.5K $6.84M
PEP
Pepsico Inc

Consumer Defensive
5.3K
+ 7.29%
$161.9 - $179.3 $857K - $950K
77.9K $13.2M
HRL
Hormel Foods Corp

Consumer Defensive
26.2K
+ 9.03%
$30.04 - $33.14 $788K - $869K
317K $10M
JPM
Jpmorgan Chase & CO

Financial Services
4.39K
+ 17.62%
$194.9 - $224.8 $856K - $988K
29.3K $6.18M
IGRO
Ishares Tr International Divid

ETFs
6.65K
+ 7.78%
$66.7 - $75.25 $444K - $501K
92.2K $6.88M
NUE
Nucor Corp

Basic Materials
9.88K
+ 16.48%
$137.77 - $166.14 $1.36M - $1.64M
69.9K $10.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.23K
+ 44.94%
$531.86 - $624.21 $655K - $768K
3.97K $2.46M
FMC
Fmc Corp

Basic Materials
10.4K
+ 43.46%
$54.54 - $66.06 $569K - $689K
34.4K $2.27M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
9.35K
+ 9.42%
$53.41 - $57.9 $499K - $541K
109K $6.28M
KO
Coca Cola CO

Consumer Defensive
11.3K
+ 221.5%
$62.69 - $73.01 $709K - $826K
16.4K $1.18M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
16.6K
+ 4.6%
$28.1 - $29.89 $466K - $495K
377K $11.3M
LNG
Cheniere Energy, Inc.

Energy
4.26K
+ 36.88%
$172.24 - $186.09 $734K - $793K
15.8K $2.85M
MSFT
Microsoft Corp

Technology
2.68K
+ 12.28%
$395.15 - $467.56 $1.06M - $1.25M
24.5K $10.6M
GPC
Genuine Parts CO

Consumer Cyclical
4.84K
+ 7.31%
$131.04 - $147.11 $634K - $711K
70.9K $9.91M
BAC
Bank Of America Corp

Financial Services
19K
+ 116.98%
$36.65 - $44.13 $697K - $839K
35.3K $1.4M
ROP
Roper Technologies Inc

Industrials
1.39K
+ 38.6%
$515.25 - $576.55 $715K - $800K
4.98K $2.77M
Activity Summary
Buys All Purchases 200 New Holdings 79 Increased Positions 121 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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