Wealth Plan Partners, LLC Purchases in Q2 2025

Wealth Plan Partners, LLC

  • $552 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TSN
Tyson Foods, Inc.

Consumer Defensive
52.2K
New
$54.33 - $63.56 $2.84M - $3.32M
52.2K $2.92M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
64K
New
$33.82 - $37.61 $2.16M - $2.41M
64K $2.41M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
20.2K
New
$50.09 - $51.09 $1.01M - $1.03M
20.2K $1.03M
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
27.8K
New
$14.02 - $15.15 $389K - $421K
27.8K $410K
UBER
Uber Technologies, Inc

Technology
3.72K
New
$64.62 - $93.3 $240K - $347K
3.72K $347K
PULS
Pgim ETF Tr

ETFs
6.54K
New
$49.39 - $49.76 $323K - $326K
6.54K $325K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.16K
New
$85.42 - $94.39 $270K - $299K
3.16K $296K
DIS
Walt Disney CO

Communication Services
1.87K
New
$81.72 - $124.01 $153K - $232K
1.87K $232K
HON
Honeywell International Inc

Industrials
981
New
$182.86 - $232.88 $179K - $228K
981 $228K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.19K
New
$102.02 - $103.5 $223K - $226K
2.19K $225K
MMM
3 M CO

Industrials
1.34K
New
$126.09 - $154.15 $168K - $206K
1.34K $203K
HBI
Hanesbrands Inc.

Consumer Cyclical
17.1K
New
$4.32 - $5.95 $74K - $102K
17.1K $78K
Blackrock ETF Trust
34K
New
N/A
34K $0
AZAO
Aim ETF Prods Trallianzim U S

ETFs
60.2K
New
N/A
60.2K $0
Blackrock ETF Trust
16.8K
New
N/A
16.8K $0
Pgim Rock ETF Tr
9.7K
New
N/A
9.7K $0
Pgim Rock ETF Tr
85.8K
New
N/A
85.8K $0
Pgim Rock ETF Tr
7.93K
New
N/A
7.93K $0
Pgim Rock ETF Tr
10.5K
New
N/A
10.5K $0
First Tr Exchng Traded Fd Vi
65.5K
New
N/A
65.5K $0
ADP
Automatic Data Processing Inc

Industrials
27
+ 3.84%
$276.76 - $326.81 $7.47K - $8.82K
730 $225K
SBUX
Starbucks Corp

Consumer Cyclical
339
+ 15.27%
$79.69 - $99.41 $27K - $33.7K
2.56K $234K
MU
Micron Technology Inc

Technology
294
+ 10.97%
$64.72 - $127.91 $19K - $37.6K
2.98K $366K
RGTI
Rigetti Computing, Inc.

Technology
25.9K
+ 86.42%
$7.5 - $14.29 $194K - $370K
55.8K $661K
Neos ETF Trust
6
+ 0.12%
N/A
5.14K $0
SPMD
Spdr Portfolio

ETFs
316
+ 6.45%
$44.89 - $54.38 $14.2K - $17.2K
5.21K $283K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
719
+ 27.85%
$100.35 - $100.71 $72.2K - $72.4K
3.3K $332K
RDVY
First Trust Rising Dividend Ac

ETFs
2K
+ 42.68%
$51.6 - $62.74 $103K - $126K
6.7K $420K
FVD
First Tr Value Line Divid Inde

ETFs
184
+ 2.92%
$40.62 - $45.12 $7.47K - $8.3K
6.49K $290K
XLE
Energy Sector Spdr

ETFs
900
+ 28.81%
$76.44 - $94.13 $68.8K - $84.7K
4.02K $341K
KO
Coca Cola CO

Consumer Defensive
927
+ 22.73%
$68.37 - $73.9 $63.4K - $68.5K
5.01K $354K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
862
+ 11.41%
$35.35 - $42.68 $30.5K - $36.8K
8.42K $358K
NFLX
Netflix Inc

Communication Services
93
+ 26.57%
$855.86 - $1339.13 $79.6K - $125K
443 $593K
XLK
Technology Sector Spdr

ETFs
818
+ 50.21%
$179.73 - $253.23 $147K - $207K
2.45K $619K
SCHW
Schwab Charles Corp

Financial Services
61
+ 1.41%
$69.06 - $91.24 $4.21K - $5.57K
4.38K $399K
T
At&T Inc.

Communication Services
455
+ 3.43%
$26.33 - $28.94 $12K - $13.2K
13.7K $397K
IWN
Ishares Russell2000 Val ETF

ETFs
681
+ 27.31%
$131.84 - $157.76 $89.8K - $107K
3.18K $500K
EMB
Ishares Tr

ETFs
118
+ 2.78%
$86.54 - $92.62 $10.2K - $10.9K
4.36K $403K
BAC
Bank Of America Corp

Financial Services
399
+ 4.31%
$34.39 - $47.46 $13.7K - $18.9K
9.65K $456K
CSM
Proshares Large Cap Core Plus

ETFs
1
+ 0.02%
$56.33 - $70.47 $56.3 - $70.5
6.13K $431K
IWS
Ishares Russell Midcap Value E

ETFs
655
+ 21.1%
$110.58 - $132.14 $72.4K - $86.6K
3.76K $496K
SUN
Sunoco LP

Energy
10
+ 0.14%
$50.38 - $59.13 $504 - $591
7.21K $386K
Arm Holdings PLC
970
+ 23.77%
N/A
5.05K $0
FNDX
Schwab Fundamental U S Large C

ETFs
548
+ 2.58%
$20.84 - $24.54 $11.4K - $13.4K
21.8K $534K
CRWD
Crowd Strike Holdings, Inc.

Technology
47
+ 3.27%
$321.63 - $509.31 $15.1K - $23.9K
1.49K $756K
ORCL
Oracle Corp

Technology
82
+ 2.21%
$122.82 - $218.63 $10.1K - $17.9K
3.79K $828K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
360
+ 17.53%
$224.16 - $285.86 $80.7K - $103K
2.41K $690K
USB
Us Bancorp \De\

Financial Services
5
+ 0.04%
$36.4 - $45.76 $182 - $229
12.5K $566K
IWP
Ishares Russell Mid Cap Growth

ETFs
442
+ 8.95%
$104.34 - $138.68 $46.1K - $61.3K
5.38K $746K
Activity Summary
Buys All Purchases 91 New Holdings 21 Increased Positions 70 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 0
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