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
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
6.48K
New
$33.2 - $41.73 $215K - $270K
6.48K $270K
ETN
Eaton Corp PLC

Industrials
796
New
$272.52 - $333.02 $217K - $265K
796 $263K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.01K
New
$211.47 - $281.27 $214K - $285K
1.01K $248K
AMD
Advanced Micro Devices Inc

Technology
1.49K
New
$128.67 - $183.96 $192K - $274K
1.49K $244K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.91K
New
$117.9 - $128.2 $225K - $245K
1.91K $244K
PANW
Palo Alto Networks Inc

Technology
687
New
$294.18 - $368.01 $202K - $253K
687 $234K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
548
New
$386.81 - $423.12 $212K - $232K
548 $231K
SWK
Stanley Black & Decker, Inc.

Industrials
2.01K
New
$77.75 - $110.17 $156K - $221K
2.01K $221K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.25K
New
$147.95 - $191.05 $185K - $239K
1.25K $216K
ALL
Allstate Corp

Financial Services
1.1K
New
$158.43 - $192.86 $174K - $212K
1.1K $208K
PFL
Pimco Income Strategy Fund

Financial Services
16.4K
New
$8.1 - $8.57 $132K - $140K
16.4K $140K
SQFT
Presidio Property Trust, Inc.

Real Estate
20.2K
New
$0.55 - $0.77 $11.1K - $15.5K
20.2K $14K
Aim ETF Products Trust
252K
New
N/A
252K $0
XUSP
Innovator Etfs Tr Uncapped Acc
9.57K
New
N/A
9.57K $0
SFLR
Innovator Etfs Tr Equity Manag
18.7K
New
N/A
18.7K $0
Aim ETF Products Trust
9.84K
New
N/A
9.84K $0
First Tr Exchng Traded Fd Vi
179K
New
N/A
179K $0
PSEP
Innovator U.S. Equity Power Bu
8.35K
New
N/A
8.35K $0
J P Morgan Exchange Traded F
115K
New
N/A
115K $0
Perspective Therapeutics Inc
339K
New
N/A
339K $0
Presidio Ppty Tr Inc
20.2K
New
N/A
20.2K $0
Ge Vernova Inc
844
New
N/A
844 $0
XSEP
Frst Tr Ex Trd Viii Cboe Vest
8.45K
New
N/A
8.45K $0
Grayscale Bitcoin Mini Tr Bt
32.5K
New
N/A
32.5K $0
Ea Series Trust
35.8K
New
N/A
35.8K $0
Innovator Etfs Trust
16.9K
New
N/A
16.9K $0
Valued Advisers Tr
371K
New
N/A
371K $0
Veralto Corp
26.4K
New
N/A
26.4K $0
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
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