Wealth Plan Partners, LLC Incresed Positions in Q4 2024

Wealth Plan Partners, LLC

  • $705 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BUYW
Northern Lts Fd Tr Iv Main Buy
130K
+ 273.9%
N/A
177K $2.47B
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
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
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
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
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
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
STXV
Ea Ser Tr Strive 1000 Value Et
7.94K
+ 5.01%
N/A
166K $4.91B
Ea Series Trust
7.2K
+ 11.75%
N/A
68.4K $1.36B
SPOT
Spotify Technology S.A.

Communication Services
34
+ 4.73%
$362.95 - $502.38 $12.3K - $17.1K
753 $337M
BAC
Bank Of America Corp

Financial Services
479
+ 5.47%
$39.22 - $47.77 $18.8K - $22.9K
9.23K $406M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
482
+ 11.63%
$113.92 - $127.38 $54.9K - $61.4K
4.63K $533M
RSP
Invesco S&P 500 Equal Weight E

ETFs
434
+ 4.67%
$174.22 - $187.62 $75.6K - $81.4K
9.73K $1.7B
RTX
Raytheon Technologies Corp

Industrials
413
+ 17.77%
$114.45 - $127.21 $47.3K - $52.5K
2.74K $317M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
973
+ 8.16%
$51.09 - $55.27 $49.7K - $53.8K
12.9K $659M
USB
Us Bancorp \De\

Financial Services
14
+ 0.11%
$43.98 - $53.66 $616 - $751
12.3K $588M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
195
+ 7.12%
$126.68 - $134.74 $24.7K - $26.3K
2.93K $374M
MBB
Ishares Tr

ETFs
936
+ 5.24%
$91.26 - $95.82 $85.4K - $89.7K
18.8K $1.72B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
96
+ 1.36%
$84.34 - $95.14 $8.1K - $9.13K
7.13K $622M
CAT
Caterpillar Inc

Industrials
115
+ 9.92%
$360.37 - $416.88 $41.4K - $47.9K
1.27K $462M
UPS
United Parcel Service Inc

Industrials
193
+ 11.96%
$122.65 - $138.35 $23.7K - $26.7K
1.81K $228M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
13
+ 1.03%
$563.99 - $620.12 $7.33K - $8.06K
1.28K $727M
MINO
Pimco ETF Tr Municipal Income

ETFs
1.78K
+ 2.64%
$44.94 - $46.07 $79.9K - $81.9K
69.1K $3.11B
PM
Philip Morris International Inc.

Consumer Defensive
30
+ 1.74%
$118.38 - $133.06 $3.55K - $3.99K
1.76K $212M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
91
+ 2.04%
$89.9 - $100.66 $8.18K - $9.16K
4.56K $412M
Blackrock ETF Trust Ii
500
+ 2.4%
N/A
21.4K $1.11B
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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