Wealth Plan Investment Management, LLC New Holdings in Q2 2025

Wealth Plan Investment Management, LLC

  • $1.27 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
237K
New
$45.12 - $46.23 $10.7M - $10.9M
237K $10.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
146K
New
$58.41 - $72.69 $8.52M - $10.6M
146K $10.6M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
234K
New
$33.82 - $37.61 $7.92M - $8.81M
234K $8.81M
QUAL
Ishares Msci Usa Quality Facto

ETFs
38.5K
New
$152.42 - $182.82 $5.87M - $7.04M
38.5K $7.04M
SCHG
Schwab Strategic Tr Us Large C

ETFs
204K
New
$22.27 - $29.21 $4.54M - $5.96M
204K $5.96M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
99.6K
New
$43.53 - $54.46 $4.34M - $5.42M
99.6K $5.42M
EFV
Msci Eafe Value ETF

ETFs
67.3K
New
$52.4 - $64.65 $3.53M - $4.35M
67.3K $4.27M
BBUS
J P Morgan Exchg Traded Fd

ETFs
34.6K
New
$89.63 - $111.92 $3.1M - $3.87M
34.6K $3.87M
IYW
Ishares Dj Us Tech ETF

ETFs
18.1K
New
$122.57 - $173.27 $2.22M - $3.14M
18.1K $3.14M
ASTS
Ast Space Mobile, Inc.

Communication Services
51.7K
New
$20.07 - $51.83 $1.04M - $2.68M
51.7K $2.41M
OEF
Ishares S&P 100 ETF

ETFs
8.88K
New
N/A
8.88K $2.36M
MBB
Ishares Tr

ETFs
24.3K
New
$91.41 - $94.22 $2.23M - $2.29M
24.3K $2.29M
JCPB
J P Morgan Exchange Traded Fd

ETFs
46.8K
New
$45.9 - $47.2 $2.15M - $2.21M
46.8K $2.2M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
64.3K
New
$26.69 - $33.44 $1.72M - $2.15M
64.3K $2.12M
XLG
Invesco Exchange Traded Fd Tr

ETFs
38.6K
New
$40.94 - $52.1 $1.58M - $2.01M
38.6K $2.01M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
30.2K
New
$50.08 - $63.14 $1.51M - $1.91M
30.2K $1.91M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
28.5K
New
$52.66 - $64.01 $1.5M - $1.83M
28.5K $1.83M
CMF
Ishares California Muni Bond E

ETFs
32.2K
New
$54.52 - $56.7 $1.75M - $1.82M
32.2K $1.79M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
6.95K
New
$180.84 - $240.32 $1.26M - $1.67M
6.95K $1.67M
IAU
Ishares Gold Trust

ETFs
25.8K
New
$56.1 - $64.74 $1.45M - $1.67M
25.8K $1.61M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
21.5K
New
$56.84 - $65.5 $1.22M - $1.41M
21.5K $1.41M
AVIG
American Centy ETF Tr Avantis

ETFs
32.2K
New
$40.41 - $41.62 $1.3M - $1.34M
32.2K $1.34M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.21K
New
$456.74 - $568.03 $1.01M - $1.25M
2.21K $1.25M
HD
Home Depot, Inc.

Consumer Cyclical
3.13K
New
$335.24 - $380.78 $1.05M - $1.19M
3.13K $1.15M
MRK
Merck & Co., Inc.

Healthcare
13.9K
New
$73.47 - $87.12 $1.02M - $1.21M
13.9K $1.1M
IEFA
Ishares Tr

ETFs
12.3K
New
$67.83 - $84.09 $832K - $1.03M
12.3K $1.02M
HEFA
Ishares Currency Hedged Msci E

ETFs
25.1K
New
$32.11 - $38.21 $807K - $960K
25.1K $953K
AVUS
American Centy ETF Tr Avantis

ETFs
8.6K
New
$81.38 - $100.82 $700K - $867K
8.6K $866K
IEV
Ishares Tr Europe ETF

ETFs
12.5K
New
$51.8 - $64.59 $649K - $810K
12.5K $792K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.13K
New
$272.36 - $339.57 $579K - $722K
2.13K $721K
JMEE
J P Morgan Exchange Traded Fd

ETFs
11.9K
New
$49.07 - $59.23 $583K - $703K
11.9K $703K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
6.48K
New
$86.12 - $108.35 $558K - $702K
6.48K $702K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6.48K
New
$97.29 - $105.63 $630K - $684K
6.48K $658K
C
Citigroup Inc

Financial Services
7.37K
New
$58.13 - $85.12 $428K - $627K
7.37K $627K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
11.8K
New
$40.73 - $50.06 $481K - $591K
11.8K $590K
PWZ
Invesco California Amt Free Mu

ETFs
24K
New
$22.71 - $24.18 $545K - $580K
24K $560K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5.09K
New
$85.42 - $94.39 $435K - $480K
5.09K $477K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
20.5K
New
$22.68 - $23.28 $465K - $477K
20.5K $476K
TMUS
T Mobile Us, Inc.

Communication Services
1.86K
New
$220.99 - $268.54 $411K - $499K
1.86K $442K
SGOL
Abrdn Gold ETF Trust

ETFs
13.8K
New
$28.39 - $32.75 $391K - $451K
13.8K $434K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
15K
New
$28.21 - $28.85 $422K - $432K
15K $430K
TRV
Travelers Companies, Inc.

Financial Services
1.41K
New
$233.83 - $276.34 $331K - $391K
1.41K $378K
MUB
Ishares National Muni Bond ETF

ETFs
3.59K
New
$102.31 - $105.8 $367K - $380K
3.59K $375K
IGM
Ishares Expanded Tech Sector E

ETFs
3.12K
New
$79.8 - $112.34 $249K - $351K
3.12K $350K
GILD
Gilead Sciences, Inc.

Healthcare
3.11K
New
$96.91 - $113.0 $301K - $351K
3.11K $344K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7K
New
$48.13 - $49.85 $337K - $349K
7K $343K
XLI
Industrial Sector Spdr

ETFs
2.28K
New
$116.42 - $147.52 $265K - $336K
2.28K $336K
QCOM
Qualcomm Inc

Technology
1.92K
New
$124.66 - $159.48 $239K - $306K
1.92K $305K
DIS
Walt Disney CO

Communication Services
2.45K
New
$81.72 - $124.01 $201K - $304K
2.45K $304K
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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