Wealth Plan Investment Management, LLC New Holdings in Q3 2024

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
498K
New
$36.98 - $41.55 $18.4M - $20.7M
498K $20.5M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
668K
New
$24.86 - $26.33 $16.6M - $17.6M
668K $17.4M
IVE
Ishares S&P 500 Value ETF

ETFs
81.5K
New
$181.06 - $197.17 $14.8M - $16.1M
81.5K $16.1M
IEMG
Ishares Inc

ETFs
282K
New
$53.64 - $53.64 $15.1M - $15.1M
282K $15.1M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
212K
New
$42.73 - $44.94 $9.04M - $9.51M
212K $9.51M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
167K
New
$43.5 - $45.75 $7.24M - $7.62M
167K $7.62M
BSEP
Innovator U.S. Equity Buffer E

ETFs
181K
New
$39.49 - $42.12 $7.13M - $7.61M
181K $7.61M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
130K
New
$39.95 - $45.86 $5.18M - $5.94M
130K $5.92M
TDIV
First Trust Nasdaq Technology

ETFs
66.3K
New
$70.51 - $81.07 $4.67M - $5.37M
66.3K $5.32M
ON
On Semiconductor Corp

Technology
72.9K
New
$66.39 - $78.74 $4.84M - $5.74M
72.9K $5.3M
IWM
Ishares Russell 2000 ETF

ETFs
21.6K
New
$200.87 - $224.6 $4.34M - $4.85M
21.6K $4.77M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
68.3K
New
$42.76 - $45.16 $2.92M - $3.08M
68.3K $3.05M
AVGO
Broadcom Inc.

Technology
16.3K
New
$136.27 - $1745.86 $2.22M - $28.4M
16.3K $2.81M
IWP
Ishares Russell Mid Cap Growth

ETFs
22.9K
New
$103.87 - $117.59 $2.38M - $2.69M
22.9K $2.68M
DTH
Wisdomtree Tr

ETFs
52.7K
New
$37.62 - $41.83 $1.98M - $2.2M
52.7K $2.18M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
33.9K
New
$48.87 - $54.0 $1.66M - $1.83M
33.9K $1.83M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
40K
New
$40.48 - $45.39 $1.62M - $1.81M
40K $1.76M
NEAR
Blackrock Short Maturity Bond

ETFs
33.1K
New
$50.09 - $51.31 $1.66M - $1.7M
33.1K $1.69M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
33K
New
$40.6 - $45.07 $1.34M - $1.49M
33K $1.49M
INTC
Intel Corp

Technology
63.2K
New
$18.9 - $34.87 $1.19M - $2.2M
63.2K $1.48M
SNPS
Synopsys Inc

Technology
2.81K
New
$463.97 - $621.3 $1.3M - $1.74M
2.81K $1.42M
OXY
Occidental Petroleum Corp

Energy
23.7K
New
$49.91 - $63.73 $1.18M - $1.51M
23.7K $1.22M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
20.7K
New
$49.83 - $62.75 $1.03M - $1.3M
20.7K $1.19M
IWN
Ishares Russell2000 Val ETF

ETFs
6.87K
New
$150.05 - $171.34 $1.03M - $1.18M
6.87K $1.15M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
56.6K
New
$13.65 - $23.25 $772K - $1.32M
56.6K $1.04M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
8.57K
New
$95.1 - $106.76 $815K - $915K
8.57K $915K
VIG
Vanguard Dividend Appreciation

ETFs
4.27K
New
$182.15 - $182.15 $777K - $777K
4.27K $776K
PRF
Invesco Exchange Traded Fd Tr

ETFs
18.8K
New
$37.33 - $40.63 $702K - $764K
18.8K $764K
REET
Ishares Global Reit ETF

ETFs
26.1K
New
$23.07 - $27.17 $601K - $708K
26.1K $695K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.37K
New
$460.0 - $505.78 $628K - $691K
1.37K $635K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
9.07K
New
$63.28 - $70.06 $574K - $635K
9.07K $635K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
26K
New
$23.04 - $24.06 $598K - $625K
26K $624K
VRT
Vertiv Holdings CO

Industrials
6.48K
New
$86.66 - $86.66 $561K - $561K
6.48K $561K
PLTR
Palantir Technologies Inc.

Technology
14.6K
New
$24.09 - $37.95 $352K - $554K
14.6K $543K
BKE
Buckle Inc

Consumer Cyclical
10.8K
New
$35.9 - $44.62 $386K - $480K
10.8K $473K
RPV
Invesco Exchange Traded Fd Tr

ETFs
4.87K
New
$82.04 - $89.49 $400K - $436K
4.87K $433K
VV
Vanguard Large Cap ETF

ETFs
1.39K
New
$236.92 - $263.4 $328K - $365K
1.39K $364K
DE
Deere & CO

Industrials
841
New
$344.84 - $418.0 $290K - $352K
841 $350K
SCHW
Schwab Charles Corp

Financial Services
5.41K
New
$61.74 - $76.08 $334K - $412K
5.41K $350K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.3K
New
$33.74 - $37.96 $314K - $353K
9.3K $349K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.4K
New
$36.02 - $41.68 $303K - $350K
8.4K $346K
VGT
Vanguard Information Technolog

ETFs
561
New
$514.43 - $606.85 $289K - $340K
561 $329K
VEU
Vanguard Ftse All World Ex Us

ETFs
4.96K
New
$56.47 - $63.69 $280K - $316K
4.96K $312K
VTV
Vanguard Value ETF

ETFs
1.76K
New
$159.75 - $174.57 $281K - $307K
1.76K $307K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.68K
New
$48.51 - $52.86 $276K - $300K
5.68K $300K
CAG
Conagra Brands Inc.

Consumer Defensive
9.11K
New
$28.13 - $32.83 $256K - $299K
9.11K $296K
PG
Procter & Gamble CO

Consumer Defensive
1.71K
New
$160.76 - $177.82 $275K - $304K
1.71K $296K
ORCL
Oracle Corp

Technology
1.64K
New
$125.9 - $170.35 $206K - $279K
1.64K $279K
GLD
Spdr Gold Trust

ETFs
1.14K
New
$215.56 - $246.98 $245K - $281K
1.14K $276K
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
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