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
BX
Blackstone Inc.

Financial Services
7.08K
+ 24.75%
$120.07 - $151.11 $851K - $1.07M
35.7K $5.34M
LMT
Lockheed Martin Corp

Industrials
2.13K
+ 11.73%
$430.82 - $486.45 $917K - $1.04M
20.3K $9.39M
IVV
Ishares Core S&P 500 ETF

ETFs
1.15K
+ 12.46%
$498.8 - $620.9 $573K - $713K
10.4K $6.43M
SPGI
S&P Global Inc.

Financial Services
2.05K
+ 24.87%
$438.31 - $527.29 $899K - $1.08M
10.3K $5.43M
GLD
Spdr Gold Trust

ETFs
4K
+ 449.89%
$273.71 - $316.29 $1.09M - $1.26M
4.88K $1.49M
PG
Procter & Gamble CO

Consumer Defensive
7.86K
+ 395.62%
$157.66 - $172.39 $1.24M - $1.35M
9.84K $1.57M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
7.91K
+ 14.34%
$105.8 - $131.55 $837K - $1.04M
63.1K $8.11M
PM
Philip Morris International Inc.

Consumer Defensive
5.88K
+ 167.01%
$149.23 - $184.95 $877K - $1.09M
9.4K $1.71M
DOV
Dover Corp

Industrials
4.73K
+ 13.61%
$151.14 - $186.7 $715K - $883K
39.5K $7.23M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
42.2K
+ 5.47%
$24.98 - $25.66 $1.05M - $1.08M
813K $20.8M
JNJ
Johnson & Johnson

Healthcare
11.8K
+ 20.17%
$146.36 - $159.82 $1.72M - $1.88M
70.1K $10.7M
VMI
Valmont Industries Inc

Industrials
57
+ 0.23%
$263.86 - $333.86 $15K - $19K
24.5K $8.01M
XOM
Exxon Mobil Corp

Energy
11.8K
+ 52.89%
$99.93 - $119.04 $1.18M - $1.4M
34K $3.66M
LNG
Cheniere Energy, Inc.

Energy
3.05K
+ 15.02%
$197.25 - $244.33 $601K - $744K
23.3K $5.68M
SNPS
Synopsys Inc

Technology
1.18K
+ 27.7%
$380.9 - $517.66 $448K - $609K
5.43K $2.78M
TXN
Texas Instruments Inc

Technology
4.82K
+ 9.94%
N/A
53.3K $10.4M
LLY
Eli Lilly & CO

Healthcare
1.22K
+ 57.66%
$713.71 - $898.95 $868K - $1.09M
3.33K $2.59M
NFLX
Netflix Inc

Communication Services
98
+ 5.61%
$855.86 - $1339.13 $83.9K - $131K
1.85K $2.47M
ADBE
Adobe Inc.

Technology
1.92K
+ 20.22%
$340.0 - $420.68 $651K - $806K
11.4K $4.41M
ALB
Albemarle Corp

Basic Materials
18.2K
+ 36.24%
$50.76 - $72.25 $926K - $1.32M
68.6K $4.3M
VZ
Verizon Communications Inc

Communication Services
25.5K
+ 12.1%
$41.67 - $45.62 $1.06M - $1.16M
236K $10.2M
APD
Air Products & Chemicals, Inc.

Basic Materials
3.63K
+ 12.63%
$248.61 - $294.96 $902K - $1.07M
32.3K $9.12M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
6.63K
+ 28.48%
$71.28 - $83.74 $473K - $555K
29.9K $2.51M
DNL
Wiswisdomtree Tr

ETFs
12.1K
+ 48.09%
$32.16 - $40.27 $388K - $486K
37.2K $1.5M
EMB
Ishares Tr

ETFs
6.38K
+ 233.35%
$86.54 - $92.62 $552K - $591K
9.12K $844K
ROP
Roper Technologies Inc

Industrials
1.28K
+ 22.04%
$519.19 - $590.78 $666K - $758K
7.1K $4.03M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.1K
+ 113.64%
$141.37 - $228.57 $297K - $480K
3.95K $893K
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.7K
+ 42.62%
$51.14 - $57.0 $496K - $553K
32.5K $1.85M
O
Realty Income Corp

Real Estate
10.4K
+ 7.48%
$52.27 - $58.52 $543K - $608K
149K $8.6M
DELL
Dell Technologies Inc.

Technology
2.26K
+ 26.71%
$71.63 - $125.98 $162K - $284K
10.7K $1.31M
AAPL
Apple Inc.

Technology
32.3K
+ 9.0%
$172.42 - $223.89 $5.57M - $7.24M
391K $80.3M
AOS
Smith A O Corp

Industrials
7.94K
+ 21.48%
$59.63 - $70.52 $474K - $560K
44.9K $2.95M
UBER
Uber Technologies, Inc

Technology
1.97K
+ 12.04%
$64.62 - $93.3 $127K - $184K
18.4K $1.71M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
5.7K
+ 42.77%
$72.71 - $82.56 $414K - $470K
19K $1.55M
TDIV
First Trust Nasdaq Technology

ETFs
637
+ 2.63%
$64.41 - $90.17 $41K - $57.4K
24.8K $2.24M
OSCR
Oscar Health, Inc.

Healthcare
13.5K
+ 69.29%
$11.6 - $21.44 $157K - $290K
33.1K $708K
ARCC
Ares Capital Corp

Financial Services
19.7K
+ 46.26%
$18.91 - $22.43 $372K - $442K
62.3K $1.37M
KO
Coca Cola CO

Consumer Defensive
5.77K
+ 121.44%
$68.37 - $73.9 $394K - $426K
10.5K $743K
HON
Honeywell International Inc

Industrials
1.52K
+ 78.93%
$182.86 - $232.88 $278K - $354K
3.45K $802K
IEMG
Ishares Inc

ETFs
7.23K
+ 2.76%
N/A
269K $14.4M
MCD
Mcdonalds Corp

Consumer Cyclical
1.45K
+ 40.06%
$285.55 - $321.23 $415K - $467K
5.08K $1.49M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
410
+ 2.56%
$25.35 - $64.65 $10.4K - $26.5K
16.4K $817K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
725
+ 82.95%
$376.48 - $440.65 $273K - $319K
1.6K $704K
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.36K
+ 20.86%
$83.97 - $92.85 $366K - $404K
25.2K $2.23M
ABT
Abbott Laboratories

Healthcare
2.3K
+ 54.92%
$123.95 - $138.08 $285K - $317K
6.48K $881K
CRWD
Crowd Strike Holdings, Inc.

Technology
289
+ 25.71%
$321.63 - $509.31 $93K - $147K
1.41K $719K
UNP
Union Pacific Corp

Industrials
1.63K
+ 14.86%
$208.27 - $238.46 $339K - $389K
12.6K $2.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.5K
+ 33.51%
$108.12 - $135.04 $162K - $203K
5.98K $808K
BA
Boeing CO

Industrials
613
+ 21.94%
$136.59 - $217.51 $83.7K - $133K
3.41K $713K
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
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email