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
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
9.39K
+ 36.92%
$22.4 - $23.8 $210K - $223K
34.8K $828K
CVX
Chevron Corp

Energy
15.3K
+ 18.78%
$133.73 - $168.51 $2.05M - $2.58M
96.9K $13.9M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
409
+ 1.54%
$60.34 - $74.89 $24.7K - $30.6K
27K $2.02M
BOND
Pimco Active Bond Exchange Tra

ETFs
2.28K
+ 67.33%
$89.87 - $92.93 $205K - $212K
5.68K $523K
VGT
Vanguard Information Technolog

ETFs
203
+ 32.95%
$470.37 - $663.28 $95.5K - $135K
819 $543K
BKE
Buckle Inc

Consumer Cyclical
2.63K
+ 22.93%
$33.77 - $45.57 $88.6K - $120K
14.1K $638K
SCHW
Schwab Charles Corp

Financial Services
1.71K
+ 50.31%
$69.06 - $91.24 $118K - $156K
5.09K $464K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.29K
+ 29.95%
$225.56 - $335.19 $517K - $768K
9.94K $2.36M
XLK
Technology Sector Spdr

ETFs
94
+ 2.83%
$179.73 - $253.23 $16.9K - $23.8K
3.41K $864K
IWP
Ishares Russell Mid Cap Growth

ETFs
95
+ 1.25%
$104.34 - $138.68 $9.91K - $13.2K
7.7K $1.07M
WFC
Wells Fargo & Company

Financial Services
989
+ 9.29%
$60.98 - $80.12 $60.3K - $79.2K
11.6K $932K
ISRG
Intuitive Surgical Inc

Healthcare
131
+ 7.51%
$451.58 - $565.94 $59.2K - $74.1K
1.88K $1.02M
ADP
Automatic Data Processing Inc

Industrials
468
+ 16.97%
$276.76 - $326.81 $130K - $153K
3.23K $994K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
2.24K
+ 6.6%
$37.73 - $43.54 $84.6K - $97.6K
36.2K $1.56M
BAC
Bank Of America Corp

Financial Services
1.41K
+ 11.84%
$34.39 - $47.46 $48.6K - $67.1K
13.4K $632K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.12K
+ 2.23%
$59.8 - $60.07 $127K - $127K
97.2K $5.82M
WPC
W. P. Carey Inc.

Real Estate
2.18K
+ 23.25%
$56.12 - $64.53 $122K - $141K
11.6K $720K
VUG
Vanguard Growth ETF

ETFs
120
+ 11.02%
$329.49 - $438.4 $39.5K - $52.6K
1.21K $530K
VRT
Vertiv Holdings CO

Industrials
1.48K
+ 21.59%
N/A
8.31K $719K
PJAN
Innovator U.S. Equity Power Bu

ETFs
250
+ 0.57%
$38.7 - $44.05 $9.68K - $11K
44K $1.94M
VTV
Vanguard Value ETF

ETFs
657
+ 37.14%
$153.67 - $176.74 $101K - $116K
2.43K $428K
INTC
Intel Corp

Technology
5.8K
+ 8.82%
$18.13 - $22.69 $105K - $131K
71.5K $1.6M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
1.48K
+ 4.34%
$47.97 - $54.0 $71.1K - $80K
35.6K $1.92M
IWN
Ishares Russell2000 Val ETF

ETFs
300
+ 3.56%
$131.84 - $157.76 $39.6K - $47.3K
8.72K $1.38M
MO
Altria Group, Inc.

Consumer Defensive
1.72K
+ 30.48%
$55.56 - $60.91 $95.7K - $105K
7.38K $432K
BMY
Bristol Myers Squibb CO

Healthcare
4.17K
+ 60.97%
$44.12 - $59.6 $184K - $248K
11K $509K
UMBF
Umb Financial Corp

Financial Services
696
+ 15.81%
$86.4 - $107.99 $60.1K - $75.2K
5.1K $536K
AMGN
Amgen Inc

Healthcare
4.48K
+ 12.5%
$262.28 - $309.85 $1.17M - $1.39M
40.3K $11.3M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.46K
+ 16.88%
$34.72 - $42.74 $50.5K - $62.2K
10.1K $430K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
205
+ 0.56%
$29.52 - $35.31 $6.05K - $7.24K
36.7K $1.29M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.3K
+ 6.6%
$24.32 - $27.87 $396K - $454K
263K $6.97M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
49
+ 0.32%
$56.27 - $73.32 $2.76K - $3.59K
15.3K $1.11M
T
At&T Inc.

Communication Services
2.09K
+ 21.09%
$26.33 - $28.94 $55.1K - $60.5K
12K $347K
VBK
Vanguard Small Cap Growth ETF

ETFs
104
+ 9.11%
$219.76 - $276.94 $22.9K - $28.8K
1.25K $344K
PRF
Invesco Exchange Traded Fd Tr

ETFs
326
+ 1.42%
$35.77 - $42.27 $11.7K - $13.8K
23.3K $983K
VV
Vanguard Large Cap ETF

ETFs
39
+ 2.81%
$228.25 - $285.3 $8.9K - $11.1K
1.43K $407K
EW
Edwards Lifesciences Corp

Healthcare
75
+ 1.07%
$67.07 - $78.22 $5.03K - $5.87K
7.08K $553K
LEAD
Siren Divcon Leaders Dividend

ETFs
26
+ 0.48%
$58.37 - $71.85 $1.52K - $1.87K
5.49K $394K
SYY
Sysco Corp

Consumer Defensive
412
+ 14.98%
$68.0 - $75.91 $28K - $31.3K
3.16K $239K
CMCSA
Comcast Corp

Communication Services
955
+ 10.26%
$32.84 - $36.72 $31.4K - $35.1K
10.3K $366K
GPRE
Green Plains Inc.

Basic Materials
1.52K
+ 14.97%
$3.3 - $6.03 $5.01K - $9.16K
11.7K $70K
BSX
Boston Scientific Corp

Healthcare
53
+ 2.4%
$89.7 - $107.41 $4.75K - $5.69K
2.26K $243K
REET
Ishares Global Reit ETF

ETFs
307
+ 1.28%
$21.59 - $25.16 $6.63K - $7.72K
24.3K $599K
NEAR
Blackrock Short Maturity Bond

ETFs
189
+ 0.63%
$50.41 - $51.17 $9.53K - $9.67K
30.3K $1.55M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
182
+ 3.69%
$82.21 - $83.12 $15K - $15.1K
5.11K $423K
PEP
Pepsico Inc

Consumer Defensive
10.5K
+ 13.72%
$128.02 - $151.37 $1.35M - $1.59M
87.1K $11.5M
WM
Waste Management Inc

Industrials
73
+ 6.64%
$216.47 - $242.1 $15.8K - $17.7K
1.17K $268K
GM
General Motors CO

Consumer Cyclical
14
+ 0.31%
$42.48 - $50.46 $595 - $706
4.54K $223K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8
+ 0.41%
$114.78 - $133.31 $918 - $1.07K
1.97K $262K
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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