Wealth Plan Investment Management, LLC New Holdings in Q4 2024

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
175K
New
$47.07 - $48.75 $8.22M - $8.51M
175K $8.35M
BNOV
Innovator U.S. Equity Buffer E

ETFs
170K
New
$38.08 - $39.98 $6.48M - $6.8M
170K $6.68M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
156K
New
$41.66 - $43.47 $6.52M - $6.8M
156K $6.67M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
156K
New
$31.55 - $32.84 $4.91M - $5.11M
156K $5.04M
DJD
Invesco Exchange Traded Fd Tr

ETFs
76.3K
New
$50.65 - $54.19 $3.86M - $4.13M
76.3K $3.87M
SCHX
Schwab Strategic Tr Us Large C

ETFs
59K
New
$22.4 - $68.28 $1.32M - $4.03M
59K $1.37M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
31.1K
New
$35.45 - $40.33 $1.1M - $1.26M
31.1K $1.12M
SPMD
Spdr Portfolio

ETFs
13.3K
New
$54.13 - $59.56 $722K - $794K
13.3K $729K
SCHA
Schwab Strategic Tr Us Small C

ETFs
27.7K
New
$25.33 - $51.16 $701K - $1.42M
27.7K $715K
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.48K
New
$124.26 - $134.12 $557K - $601K
4.48K $576K
SCHP
Schwab Strategic Us Tips ETF

ETFs
21.4K
New
$25.74 - $53.78 $551K - $1.15M
21.4K $552K
EFG
Msci Eafe Growth ETF

ETFs
5.65K
New
$96.83 - $106.88 $547K - $604K
5.65K $547K
FEX
First Tr Large Cap Core Alphde

ETFs
4.98K
New
$103.29 - $112.88 $515K - $562K
4.98K $519K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
18.9K
New
$26.63 - $30.23 $504K - $573K
18.9K $504K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.76K
New
$96.64 - $101.23 $460K - $482K
4.76K $461K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
17.5K
New
$22.72 - $28.29 $397K - $494K
17.5K $460K
VUG
Vanguard Growth ETF

ETFs
1.08K
New
$378.79 - $428.11 $408K - $461K
1.08K $442K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
19K
New
$22.02 - $46.16 $418K - $876K
19K $418K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.11K
New
$275.15 - $388.2 $306K - $432K
1.11K $380K
VBK
Vanguard Small Cap Growth ETF

ETFs
1.19K
New
$264.18 - $304.19 $313K - $360K
1.19K $331K
SHOP
Shopify Inc.

Technology
3.12K
New
$78.14 - $119.49 $244K - $373K
3.12K $331K
CEG
Constellation Energy Corp

Utilities
1.47K
New
$224.28 - $285.52 $330K - $420K
1.47K $330K
PJUN
Innovator U.S. Equity Power Bu

ETFs
6.72K
New
$36.63 - $37.8 $246K - $254K
6.72K $252K
PCAR
Paccar Inc

Industrials
2.26K
New
$97.92 - $118.41 $222K - $268K
2.26K $235K
RODM
Hartford Multifactor Developed

ETFs
7.97K
New
$28.36 - $30.42 $226K - $242K
7.97K $226K
SPOT
Spotify Technology S.A.

Communication Services
485
New
$362.95 - $502.38 $176K - $244K
485 $216K
T
At&T Inc.

Communication Services
9.34K
New
$21.22 - $23.88 $198K - $223K
9.34K $212K
DIAL
Columbia ETF Tr I Diversified

ETFs
11.8K
New
$17.52 - $18.45 $206K - $217K
11.8K $206K
GSIT
Gsi Technology Inc

Technology
37.6K
New
$2.51 - $3.95 $94.4K - $149K
37.6K $114K
Super Micro Computer Inc
7.14K
New
N/A
7.14K $0
Bunge Global Sa
3.05K
New
N/A
3.05K $0
VUSB
Vanguard Bd Index Fds
25.2K
New
N/A
25.2K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
15.8K
New
N/A
15.8K $0
AZAO
Aim ETF Prods Trallianzim U S

ETFs
175K
New
N/A
175K $0
Listed Fd Tr
4.6K
New
N/A
4.6K $0
Destiny Tech100 Inc
8.19K
New
N/A
8.19K $0
Innovator Etfs Trust
22.2K
New
N/A
22.2K $0
Grayscale Bitcoin Mini Tr Et
6.49K
New
N/A
6.49K $0
Global X Fds
78.3K
New
N/A
78.3K $0
First Tr Exchng Traded Fd Vi
18.5K
New
N/A
18.5K $0
First Tr Exchng Traded Fd Vi
18.5K
New
N/A
18.5K $0
Activity Summary
Buys All Purchases 147 New Holdings 42 Increased Positions 105 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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