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
ADP
Automatic Data Processing Inc

Industrials
169
+ 6.53%
$286.85 - $318.64 $48.5K - $53.9K
2.76K $842K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
3.11K
+ 5.1%
$72.31 - $80.69 $225K - $251K
64.2K $4.67M
T
At&T Inc.

Communication Services
579
+ 6.2%
$21.56 - $28.28 $12.5K - $16.4K
9.92K $280K
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
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
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
CINF
Cincinnati Financial Corp

Financial Services
12
+ 0.58%
$133.67 - $147.81 $1.6K - $1.77K
2.09K $309K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
62
+ 0.72%
$37.07 - $40.63 $2.3K - $2.52K
8.62K $339K
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
VTV
Vanguard Value ETF

ETFs
10
+ 0.57%
$167.73 - $179.21 $1.68K - $1.79K
1.77K $305K
EMB
Ishares Tr

ETFs
22
+ 0.81%
$88.64 - $92.03 $1.95K - $2.02K
2.74K $247K
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.15%
$158.56 - $176.26 $476 - $529
1.99K $338K
DIAL
Columbia ETF Tr I Diversified

ETFs
2
+ 0.02%
$17.36 - $17.95 $34.7 - $35.9
11.8K $210K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8
+ 0.41%
$126.11 - $135.06 $1.01K - $1.08K
1.96K $252K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
137
+ 15.89%
$211.47 - $267.17 $29K - $36.6K
999 $211K
Innovator Etfs Trust
2.22K
+ 34.25%
N/A
8.71K $0
Fidelity Wise Origin Bitcoin
3.82K
+ 43.75%
N/A
12.5K $0
Ea Series Trust
8.76K
+ 23.78%
N/A
45.6K $0
Listed Fd Tr
1.33K
+ 28.97%
N/A
5.93K $0
Life360 Inc
558
+ 5.58%
N/A
10.6K $0
John Hancock Exchange Traded
4.33K
+ 10.2%
N/A
46.8K $0
Valued Advisers Tr
20.5K
+ 5.56%
N/A
389K $0
EW
Edwards Lifesciences Corp

Healthcare
100
+ 1.45%
$67.95 - $76.19 $6.8K - $7.62K
7K $507K
LEAD
Siren Divcon Leaders Dividend

ETFs
35
+ 0.64%
$63.83 - $69.34 $2.23K - $2.43K
5.47K $354K
CAG
Conagra Brands Inc.

Consumer Defensive
101
+ 1.11%
$23.9 - $27.67 $2.41K - $2.79K
9.22K $245K
PCAR
Paccar Inc

Industrials
5
+ 0.22%
$96.91 - $112.51 $485 - $563
2.27K $220K
VV
Vanguard Large Cap ETF

ETFs
4
+ 0.29%
$253.32 - $282.66 $1.01K - $1.13K
1.39K $357K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
9
+ 0.27%
$120.24 - $134.3 $1.08K - $1.21K
3.3K $402K
ETN
Eaton Corp PLC

Industrials
100
+ 12.24%
$271.83 - $371.23 $27.2K - $37.1K
917 $249K
BAC
Bank Of America Corp

Financial Services
74
+ 0.62%
$39.61 - $47.74 $2.93K - $3.53K
11.9K $498K
VGT
Vanguard Information Technolog

ETFs
20
+ 3.36%
$542.38 - $646.34 $10.8K - $12.9K
616 $334K
VUG
Vanguard Growth ETF

ETFs
12
+ 1.11%
$369.1 - $427.61 $4.43K - $5.13K
1.09K $403K
DOW
Dow Inc.

Basic Materials
52
+ 0.66%
$34.36 - $41.92 $1.79K - $2.18K
7.91K $276K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
57
+ 3.18%
$165.25 - $224.62 $9.42K - $12.8K
1.85K $306K
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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