Wealth Plan Investment Management, LLC Sells in Q1 2025

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PJUN
Innovator U.S. Equity Power Bu

ETFs
-1.27K
- 18.96%
$36.56 - $38.35 $46.6K - $48.9K
5.44K $201K
HON
Honeywell International Inc

Industrials
-99
- 4.89%
$202.75 - $226.52 $20.1K - $22.4K
1.93K $408K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-1.93K
- 7.06%
$23.32 - $23.84 $45K - $46K
25.4K $595K
CLOI
Vaneck ETF Tr

ETFs
-1.2K
- 0.46%
$52.68 - $53.16 $63.3K - $63.8K
258K $13.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
-44
- 3.71%
$247.97 - $296.33 $10.9K - $13K
1.14K $287K
SYY
Sysco Corp

Consumer Defensive
-483
- 14.94%
$70.0 - $77.13 $33.8K - $37.3K
2.75K $206K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-1.14K
- 7.41%
$35.96 - $36.72 $41.1K - $42K
14.3K $516K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-788
- 6.44%
$41.74 - $43.57 $32.9K - $34.3K
11.4K $482K
BA
Boeing CO

Industrials
-89
- 3.09%
$148.15 - $186.25 $13.2K - $16.6K
2.79K $476K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-296
- 9.98%
$96.18 - $109.82 $28.5K - $32.5K
2.67K $273K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-521
- 1.5%
$51.94 - $55.24 $27.1K - $28.8K
34.1K $1.82M
EFG
Msci Eafe Growth ETF

ETFs
-399
- 7.06%
$96.1 - $106.37 $38.3K - $42.4K
5.25K $525K
REET
Ishares Global Reit ETF

ETFs
-1.23K
- 4.87%
$23.24 - $25.16 $28.5K - $30.9K
24K $581K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-1.16K
- 6.11%
$21.77 - $22.56 $25.2K - $26.1K
17.8K $400K
FEX
First Tr Large Cap Core Alphde

ETFs
-76
- 1.53%
$99.27 - $109.89 $7.54K - $8.35K
4.91K $502K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-217
- 3.68%
$49.78 - $53.19 $10.8K - $11.5K
5.68K $290K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-6
- 0.68%
$408.78 - $448.82 $2.45K - $2.69K
874 $366K
RODM
Hartford Multifactor Developed

ETFs
-897
- 11.26%
$28.07 - $31.56 $25.2K - $28.3K
7.07K $219K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-37
- 0.64%
$38.92 - $41.1 $1.44K - $1.52K
5.76K $225K
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
-60
- 1.01%
$36.16 - $38.77 $2.17K - $2.33K
5.86K $213K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-55
- 0.53%
$35.29 - $36.56 $1.94K - $2.01K
10.3K $368K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-933
- 4.36%
$25.69 - $26.89 $24K - $25.1K
20.5K $550K
HIGH
Simplify Exchange Traded Fds E
-11.8K
- 2.38%
N/A
486K $0
Veralto Corp
-1.52K
- 6.19%
N/A
23K $0
Super Micro Computer Inc
-100
- 1.4%
N/A
7.04K $0
First Tr Exchng Traded Fd Vi
-4.22K
- 22.86%
N/A
14.2K $0
Ge Vernova Inc
-7
- 0.82%
N/A
843 $0
SFLR
Innovator Etfs Tr Equity Manag
-4.05K
- 20.31%
N/A
15.9K $0
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-102
- 2.14%
$95.85 - $99.25 $9.78K - $10.1K
4.66K $461K
XSVN
Bondbloxx ETF Tr 7 Yr Target D
-161
- 1.82%
N/A
8.69K $0
J P Morgan Exchange Traded F
-68.9K
- 31.91%
N/A
147K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-47
- 0.32%
N/A
14.6K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-3.6K
- 22.71%
N/A
12.2K $0
FSCO
Fs Cr Opportunities Corp Com
-17.5K
- 11.82%
N/A
131K $0
BSX
Boston Scientific Corp

Healthcare
-247
- 10.05%
$89.38 - $106.18 $22.1K - $26.2K
2.21K $222K
BOND
Pimco Active Bond Exchange Tra

ETFs
-17
- 0.5%
$89.27 - $92.9 $1.52K - $1.58K
3.39K $313K
SBUX
Starbucks Corp

Consumer Cyclical
-248
- 5.44%
$91.75 - $115.81 $22.8K - $28.7K
4.31K $422K
SCHW
Schwab Charles Corp

Financial Services
-99
- 2.84%
$71.24 - $83.64 $7.05K - $8.28K
3.39K $265K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-7
- 0.14%
$89.33 - $95.17 $625 - $666
4.87K $449K
VEU
Vanguard Ftse All World Ex Us

ETFs
-52
- 1.05%
$56.51 - $62.98 $2.94K - $3.27K
4.91K $297K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-134
- 0.71%
$25.81 - $28.52 $3.46K - $3.82K
18.8K $518K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-220
- 2.03%
$33.84 - $37.77 $7.44K - $8.31K
10.6K $385K
GLD
Spdr Gold Trust

ETFs
-15
- 1.66%
$243.19 - $288.14 $3.65K - $4.32K
888 $255K
MO
Altria Group, Inc.

Consumer Defensive
-138
- 2.38%
$50.81 - $60.02 $7.01K - $8.28K
5.65K $339K
ABT
Abbott Laboratories

Healthcare
-310
- 6.9%
$111.1 - $140.22 $34.4K - $43.5K
4.18K $555K
NFLX
Netflix Inc

Communication Services
-25
- 1.41%
$828.4 - $1058.6 $20.7K - $26.5K
1.75K $1.63M
WPC
W. P. Carey Inc.

Real Estate
-533
- 5.38%
$53.5 - $65.05 $28.5K - $34.7K
9.38K $591K
DUK
Duke Energy Corp

Utilities
-29
- 0.57%
$105.87 - $121.97 $3.07K - $3.54K
5.08K $619K
AEP
American Electric Power CO Inc

Utilities
-47
- 0.97%
$90.32 - $109.27 $4.25K - $5.14K
4.8K $524K
Activity Summary
Buys All Purchases 140 New Holdings 22 Increased Positions 118 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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