Wealth Plan Investment Management, LLC Reduced Holdings in Q2 2025

Wealth Plan Investment Management, LLC

  • $1.27 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BJUL
Innovator U.S. Equity Buffer E

ETFs
-157K
- 84.61%
$39.61 - $47.13 $6.24M - $7.42M
28.6K $1.35M
DHR
Danaher Corp

Healthcare
-17.9K
- 88.56%
$174.64 - $205.16 $3.13M - $3.67M
2.31K $457K
NOW
Service Now, Inc.

Technology
-2.47K
- 91.41%
$721.65 - $1040.18 $1.78M - $2.57M
232 $238K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-20.9K
- 12.26%
$38.81 - $44.28 $811K - $925K
149K $6.34M
AZN
Astrazeneca PLC

Healthcare
-2.51K
- 2.84%
$64.87 - $75.0 $163K - $188K
85.9K $6M
VIG
Vanguard Dividend Appreciation

ETFs
-2.17K
- 29.73%
N/A
5.13K $934K
IWM
Ishares Russell 2000 ETF

ETFs
-2.54K
- 11.02%
$174.82 - $215.79 $445K - $549K
20.5K $4.43M
DJD
Invesco Exchange Traded Fd Tr

ETFs
-3.36K
- 17.16%
$47.46 - $53.19 $160K - $179K
16.2K $863K
ZLAB
Zai Lab LTD

Healthcare
-2.63K
- 6.68%
$24.32 - $43.03 $64K - $113K
36.8K $1.29M
LOW
Lowes Companies Inc

Consumer Cyclical
-111
- 1.29%
$210.83 - $235.28 $23.4K - $26.1K
8.52K $1.89M
NOC
Northrop Grumman Corp

Industrials
-136
- 8.88%
$456.3 - $540.39 $62.1K - $73.5K
1.4K $697K
SU
Suncor Energy Inc

Energy
-1.34K
- 6.77%
$31.54 - $41.04 $42.1K - $54.8K
18.4K $688K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-2.52K
- 18.82%
$33.46 - $38.01 $84.4K - $95.9K
10.9K $413K
NVR
Nvr Inc

Consumer Cyclical
-7
- 15.56%
$6700.0 - $7410.93 $46.9K - $51.9K
38 $280K
BP
Bp PLC

Energy
-426
- 5.18%
$26.11 - $33.81 $11.1K - $14.4K
7.8K $233K
DUK
Duke Energy Corp

Utilities
-140
- 2.76%
$112.46 - $124.05 $15.7K - $17.4K
4.94K $583K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-66
- 2.47%
$86.97 - $102.82 $5.74K - $6.79K
2.6K $249K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-188
- 4.03%
$96.84 - $99.46 $18.2K - $18.7K
4.47K $443K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-507
- 2.48%
$26.18 - $26.93 $13.3K - $13.7K
20K $532K
KR
Kroger CO

Consumer Defensive
-785
- 6.71%
$64.62 - $74.0 $50.7K - $58.1K
10.9K $783K
DE
Deere & CO

Industrials
-101
- 8.73%
$412.99 - $531.48 $41.7K - $53.7K
1.06K $536K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-405
- 0.65%
$42.51 - $43.7 $17.2K - $17.7K
62.2K $2.72M
Presidio Ppty Tr Inc
-4.67K
- 31.34%
N/A
10.2K $0
XUSP
Innovator Etfs Tr Uncapped Acc
-2.21K
- 23.11%
N/A
7.36K $0
Super Micro Computer Inc
-449
- 6.38%
N/A
6.59K $0
Innovator Etfs Trust
-164K
- 84.93%
N/A
29.1K $0
AZAL
Aim ETF Prods Tr Allianzim Us

Technology
-178K
- 84.85%
N/A
31.7K $0
Aim ETF Products Trust
-220K
- 85.38%
N/A
37.6K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-1.93K
- 13.16%
N/A
12.7K $0
Ea Series Trust
-549
- 1.2%
N/A
45.1K $0
FSCO
Fs Cr Opportunities Corp Com
-13.5K
- 10.36%
N/A
117K $0
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-177
- 0.99%
$21.85 - $22.76 $3.87K - $4.03K
17.6K $401K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-78
- 0.55%
$34.72 - $36.92 $2.71K - $2.88K
14.2K $524K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-346
- 3.36%
$33.11 - $37.79 $11.5K - $13.1K
9.95K $376K
RODM
Hartford Multifactor Developed

ETFs
-262
- 3.71%
$28.23 - $34.22 $7.4K - $8.97K
6.81K $232K
SPMD
Spdr Portfolio

ETFs
-522
- 3.94%
$44.89 - $54.38 $23.4K - $28.4K
12.7K $691K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-329
- 2.88%
$39.94 - $44.64 $13.1K - $14.7K
11.1K $496K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-36
- 0.63%
$37.24 - $41.76 $1.34K - $1.5K
5.72K $239K
F
Ford Motor CO

Consumer Cyclical
-1.5K
- 4.02%
$8.69 - $10.85 $13K - $16.2K
35.8K $388K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-387
- 3.65%
$32.66 - $40.75 $12.6K - $15.8K
10.2K $413K
VEU
Vanguard Ftse All World Ex Us

ETFs
-54
- 1.1%
$54.19 - $67.22 $2.93K - $3.63K
4.85K $326K
FEX
First Tr Large Cap Core Alphde

ETFs
-62
- 1.26%
$90.17 - $109.96 $5.59K - $6.82K
4.85K $532K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-631
- 2.3%
$20.42 - $25.3 $12.9K - $16K
26.8K $677K
MKL
Markel Corp

Financial Services
-20
- 3.42%
$1678.5 - $1997.36 $33.6K - $39.9K
565 $1.13M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-369
- 1.96%
$24.38 - $30.18 $9K - $11.1K
18.4K $555K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-122
- 1.25%
$27.65 - $36.12 $3.37K - $4.41K
9.65K $348K
NVS
Novartis Ag

Healthcare
-180
- 1.9%
$101.96 - $121.01 $18.4K - $21.8K
9.31K $1.13M
DTH
Wisdomtree Tr

ETFs
-1.66K
- 3.76%
$37.84 - $46.83 $62.9K - $77.9K
42.6K $1.97M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-207
- 0.61%
$37.51 - $45.52 $7.76K - $9.42K
33.5K $1.52M
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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