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
RPV
Invesco Exchange Traded Fd Tr

ETFs
39
+ 0.8%
$81.66 - $93.76 $3.18K - $3.66K
4.9K $459K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
33
+ 0.58%
$45.11 - $52.34 $1.49K - $1.73K
5.71K $299K
CINF
Cincinnati Financial Corp

Financial Services
17
+ 0.81%
$126.6 - $151.6 $2.15K - $2.58K
2.11K $314K
DIAL
Columbia ETF Tr I Diversified

ETFs
1
+ 0.01%
$17.43 - $18.21 $17.4 - $18.2
11.8K $214K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
256
+ 1.6%
$10.78 - $11.28 $2.76K - $2.89K
16.3K $181K
Veralto Corp
6.13K
+ 26.62%
N/A
29.2K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
182
+ 2.09%
N/A
8.87K $0
Fidelity Wise Origin Bitcoin
2.04K
+ 16.29%
N/A
14.6K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
10.9K
+ 88.74%
N/A
23.1K $0
Destiny Tech100 Inc
18
+ 0.22%
N/A
8.21K $0
Valued Advisers Tr
55.6K
+ 14.27%
N/A
445K $0
XFIV
Bondbloxx ETF Tr 5 Yr Target D
9
+ 0.09%
N/A
9.56K $0
J P Morgan Exchange Traded F
61K
+ 41.51%
N/A
208K $0
HIGH
Simplify Exchange Traded Fds E
69.8K
+ 14.36%
N/A
556K $0
Richtech Robotics Inc
14.5K
+ 11.13%
N/A
144K $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
30
+ 0.66%
$63.54 - $68.5 $1.91K - $2.06K
4.61K $310K
Listed Fds Tr
123
+ 2.08%
N/A
6.05K $0
Life360 Inc
50
+ 0.47%
N/A
10.6K $0
Lam Research Corp
55
+ 0.56%
N/A
9.83K $0
John Hancock Exchange Traded
17.8K
+ 38.04%
N/A
64.7K $0
Innovator Etfs Trust
407
+ 4.67%
N/A
9.12K $0
SFLR
Innovator Etfs Tr Equity Manag
14
+ 0.09%
N/A
15.9K $0
PFL
Pimco Income Strategy Fund

Financial Services
503
+ 2.92%
$7.76 - $8.58 $3.9K - $4.32K
17.7K $147K
PCAR
Paccar Inc

Industrials
7
+ 0.31%
$86.4 - $99.09 $605 - $694
2.28K $216K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
16
+ 0.29%
$50.56 - $59.57 $809 - $953
5.53K $286K
FDX
Fedex Corp

Industrials
44
+ 3.15%
$198.07 - $245.17 $8.72K - $10.8K
1.44K $327K
AEP
American Electric Power CO Inc

Utilities
124
+ 2.58%
$98.59 - $109.11 $12.2K - $13.5K
4.92K $510K
SBUX
Starbucks Corp

Consumer Cyclical
155
+ 3.6%
$79.69 - $99.41 $12.4K - $15.4K
4.46K $408K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.1K
+ 9.53%
$483.48 - $539.8 $2.47M - $2.75M
58.6K $28.5M
DOW
Dow Inc.

Basic Materials
31
+ 0.39%
$25.81 - $34.89 $800 - $1.08K
7.94K $210K
PFE
Pfizer Inc

Healthcare
225
+ 0.34%
$21.59 - $24.84 $4.86K - $5.59K
66.1K $1.6M
UNH
Unitedhealth Group Inc

Healthcare
217
+ 23.33%
$274.35 - $599.47 $59.5K - $130K
1.15K $357K
RPM
Rpm International Inc

Basic Materials
2.1K
+ 2.6%
$96.97 - $117.58 $204K - $247K
82.9K $9.11M
BRO
Brown & Brown, Inc.

Financial Services
7.92K
+ 8.51%
$104.48 - $124.43 $827K - $985K
101K $11.2M
ABBV
Abb Vie Inc.

Healthcare
6.97K
+ 9.84%
$170.16 - $206.27 $1.19M - $1.44M
77.8K $14.4M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.65K
+ 4.67%
$160.0 - $195.62 $263K - $322K
36.9K $6.01M
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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