Wealth Plan Partners, LLC Purchases in Q4 2024

Wealth Plan Partners, LLC

  • $705 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
100K
New
$47.07 - $48.75 $4.72M - $4.89M
100K $4.8B
BNOV
Innovator U.S. Equity Buffer E

ETFs
98.4K
New
$38.08 - $39.98 $3.75M - $3.93M
98.4K $3.86B
AZAO
Aim ETF Prods Trallianzim U S

ETFs
101K
New
N/A
101K $3.85B
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
90K
New
$41.66 - $43.47 $3.75M - $3.91M
90K $3.83B
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
89.6K
New
$31.55 - $32.84 $2.83M - $2.94M
89.6K $2.9B
BUYW
Northern Lts Fd Tr Iv Main Buy
130K
+ 273.9%
N/A
177K $2.47B
Innovator Etfs Trust
67.6K
New
N/A
67.6K $1.72B
TSLA
Tesla, Inc.

Consumer Cyclical
362
+ 3.45%
$213.65 - $479.86 $77.3K - $174K
10.8K $4.38B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
16K
+ 160.36%
$99.2 - $108.47 $1.59M - $1.74M
26K $2.59B
SECT
Sector 10, Inc.

ETFs
19.4K
+ 6.8%
$53.17 - $57.82 $1.03M - $1.12M
305K $16.8B
Capital Group Core Balanced
23.4K
New
N/A
23.4K $731M
First Tr Exchng Traded Fd Vi
23.2K
New
N/A
23.2K $708M
First Tr Exchng Traded Fd Vi
23.2K
New
N/A
23.2K $708M
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
19.9K
New
N/A
19.9K $706M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
7.41K
New
$89.97 - $98.59 $667K - $731K
7.41K $704M
PLTR
Palantir Technologies Inc.

Technology
4.59K
+ 49.81%
$36.46 - $82.38 $167K - $378K
13.8K $1.04B
CLOI
Vaneck ETF Tr

ETFs
14K
+ 9.21%
$52.7 - $53.15 $735K - $741K
166K $8.73B
POCT
Innovator U.S. Equity Power Bu

ETFs
14.8K
New
$38.63 - $40.03 $572K - $593K
14.8K $586M
EMR
Emerson Electric CO

Industrials
824
+ 2.49%
$108.13 - $134.33 $89.1K - $111K
33.9K $4.2B
Pgim ETF Tr
11.3K
+ 79.79%
N/A
25.4K $1.3B
STXG
Ea Ser Tr Strive 1000 Growth E
7.29K
+ 6.54%
N/A
119K $5.15B
AVGO
Broadcom Inc.

Technology
649
+ 12.92%
$159.67 - $250.0 $104K - $162K
5.67K $1.31B
GLDM
World Gold Trust

ETFs
6.48K
New
$50.76 - $55.23 $329K - $358K
6.48K $337M
STRV
Ea Ser Tr Strive 500 ETF
7.56K
+ 15.32%
N/A
56.9K $2.15B
STXK
Ea Ser Tr Strive 2000 ETF
10.8K
+ 16.04%
N/A
78K $2.44B
BKE
Buckle Inc

Consumer Cyclical
1
+ 0.0%
$41.32 - $54.08 $41.3 - $54.1
46.8K $2.38B
IVV
Ishares Core S&P 500 ETF

ETFs
56
+ 0.27%
$570.51 - $610.59 $31.9K - $34.2K
20.9K $12.3B
GLD
Spdr Gold Trust

ETFs
1.1K
+ 60.62%
$236.59 - $257.5 $259K - $282K
2.9K $703M
SHOP
Shopify Inc.

Technology
2.31K
New
$78.14 - $119.49 $181K - $276K
2.31K $246M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.9K
New
$77.86 - $79.27 $226K - $230K
2.9K $226M
WFC
Wells Fargo & Company

Financial Services
3.18K
New
$54.98 - $77.35 $175K - $246K
3.18K $224M
KKR
Kkr & Co. Inc.

Financial Services
1.32K
+ 81.73%
$129.87 - $162.87 $171K - $215K
2.94K $434M
T Rowe Price ETF Inc
6.43K
+ 10.36%
N/A
68.4K $2.28B
HON
Honeywell International Inc

Industrials
939
New
$202.84 - $236.0 $190K - $222K
939 $212M
ADP
Automatic Data Processing Inc

Industrials
705
New
$280.08 - $307.97 $197K - $217K
705 $206M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
344
+ 24.47%
$521.84 - $558.82 $180K - $192K
1.75K $943M
IWF
Ishares Russell 1000 Gr ETF

ETFs
248
+ 7.9%
$370.24 - $418.94 $91.8K - $104K
3.39K $1.36B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
7.11K
+ 4.16%
$25.35 - $25.53 $180K - $181K
178K $4.53B
VTV
Vanguard Value ETF

ETFs
958
+ 75.02%
$168.32 - $181.87 $161K - $174K
2.24K $378M
XLF
Financial Sector Spdr

ETFs
899
+ 2.62%
$44.89 - $51.34 $40.4K - $46.2K
35.2K $1.7B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
149K
+ 216.95%
$26.93 - $84.95 $4.01M - $12.7M
218K $5.94B
MSFT
Microsoft Corp

Technology
730
+ 3.68%
$406.35 - $454.46 $297K - $332K
20.6K $8.66B
Schwab Strategic Tr
5.39K
+ 25.89%
N/A
26.2K $659M
CRWD
Crowd Strike Holdings, Inc.

Technology
120
+ 9.54%
$275.15 - $388.2 $33K - $46.6K
1.38K $471M
QCOM
Qualcomm Inc

Technology
964
+ 50.5%
$150.4 - $178.04 $145K - $172K
2.87K $441M
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
257
+ 0.72%
$17.5 - $22.47 $4.5K - $5.77K
36.1K $752M
MCK
Mckesson Corp

Healthcare
9
+ 0.63%
$482.27 - $628.5 $4.34K - $5.66K
1.43K $815M
PNC
Pnc Financial Services Group, Inc.

Financial Services
46
+ 0.37%
$178.39 - $215.0 $8.21K - $9.89K
12.6K $2.42B
ORCL
Oracle Corp

Technology
693
+ 22.0%
$165.41 - $192.43 $115K - $133K
3.84K $640M
Activity Summary
Buys All Purchases 87 New Holdings 19 Increased Positions 68 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 0
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