Wealth Plan Partners, LLC Incresed Positions in Q3 2024

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FLBL
Franklin Templeton ETF Tr Libe

ETFs
220K
+ 1033.37%
$24.05 - $24.42 $5.3M - $5.38M
241K $5.86B
BSEP
Innovator U.S. Equity Buffer E

ETFs
90.9K
+ 233.33%
$39.49 - $42.12 $3.59M - $3.83M
130K $5.47B
EFV
Msci Eafe Value ETF

ETFs
20.9K
+ 134.83%
$51.72 - $57.96 $1.08M - $1.21M
36.3K $2.09B
HEQT
Simplify Exchange Traded Fds H
18.7K
+ 3.44%
$26.73 - $28.88 $501K - $541K
564K $16.3B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
807
+ 0.25%
$53.41 - $57.9 $43.1K - $46.7K
323K $18.7B
SECT
Sector 10, Inc.

ETFs
1.4K
+ 0.49%
$48.64 - $53.77 $67.9K - $75K
286K $15.4B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.6K
+ 7.19%
$77.02 - $85.06 $355K - $392K
68.6K $5.8B
STXG
Ea Ser Tr Strive 1000 Growth E
15.3K
+ 15.95%
N/A
111K $4.63B
STXV
Ea Ser Tr Strive 1000 Value Et
14K
+ 9.71%
N/A
158K $4.81B
HRL
Hormel Foods Corp

Consumer Defensive
15K
+ 10.2%
$30.04 - $33.14 $452K - $498K
162K $5.15B
EMR
Emerson Electric CO

Industrials
5.21K
+ 18.67%
$98.19 - $118.87 $511K - $619K
33.1K $3.62B
NKE
Nike, Inc.

Consumer Cyclical
646
+ 1.73%
$71.09 - $89.44 $45.9K - $57.8K
38K $3.36B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
7.54K
+ 9.24%
$44.83 - $47.42 $338K - $358K
89.2K $4.2B
HD
Home Depot, Inc.

Consumer Cyclical
679
+ 19.84%
$333.64 - $405.2 $227K - $275K
4.1K $1.66B
STRV
Ea Ser Tr Strive 500 ETF
10.2K
+ 26.12%
N/A
49.4K $1.82B
DOV
Dover Corp

Industrials
1.38K
+ 9.4%
$172.5 - $193.03 $238K - $266K
16K $3.07B
Blackrock ETF Trust Ii
6.84K
+ 48.81%
N/A
20.9K $1.12B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
5.51K
+ 46.17%
$56.04 - $62.99 $309K - $347K
17.5K $1.07B
STXK
Ea Ser Tr Strive 2000 ETF
6.09K
+ 9.96%
N/A
67.2K $2.11B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.14K
+ 14.02%
$162.83 - $179.16 $186K - $205K
9.3K $1.67B
AMD
Advanced Micro Devices Inc

Technology
1.82K
+ 37.75%
$128.67 - $183.96 $235K - $336K
6.66K $1.09B
FTLS
First Tr Long/Short Equity ETF

ETFs
1.74K
+ 0.98%
$60.73 - $63.8 $106K - $111K
179K $11.3B
T Rowe Price ETF Inc
4.36K
+ 7.56%
N/A
62K $2.06B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
2.08K
+ 1.44%
$29.08 - $31.84 $60.4K - $66.2K
147K $4.64B
Ea Series Trust
9.74K
+ 18.91%
N/A
61.2K $1.27B
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
922
+ 1.34%
$69.59 - $79.2 $64.2K - $73K
70K $5.39B
CLOI
Vaneck ETF Tr

ETFs
3.81K
+ 2.58%
$52.65 - $53.04 $201K - $202K
152K $8.04B
Pgim ETF Tr
3.9K
+ 38.16%
N/A
14.1K $723M
XLV
Select Sector Spdr Fund Health

ETFs
474
+ 3.1%
$143.3 - $157.24 $67.9K - $74.5K
15.8K $2.43B
DE
Deere & CO

Industrials
110
+ 4.51%
$344.84 - $418.0 $37.9K - $46K
2.55K $1.06B
John Hancock Exchange Traded
4.03K
+ 47.05%
N/A
12.6K $381M
LLY
Eli Lilly & CO

Healthcare
187
+ 11.83%
$772.14 - $960.02 $144K - $180K
1.77K $1.57B
ARCC
Ares Capital Corp

Financial Services
5.26K
+ 41.88%
$19.8 - $21.28 $104K - $112K
17.8K $373M
CEG
Constellation Energy Corp

Utilities
2
+ 0.11%
$167.08 - $262.86 $334 - $526
1.76K $456M
CRWD
Crowd Strike Holdings, Inc.

Technology
606
+ 92.94%
$217.89 - $392.15 $132K - $238K
1.26K $353M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.65K
+ 23.94%
$41.02 - $46.01 $67.5K - $75.7K
8.52K $388M
MU
Micron Technology Inc

Technology
1.48K
+ 75.33%
$86.27 - $136.82 $127K - $202K
3.43K $356M
USB
Us Bancorp \De\

Financial Services
463
+ 3.92%
$39.04 - $47.23 $18.1K - $21.9K
12.3K $561M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
3.68K
+ 2.2%
$25.19 - $25.5 $92.8K - $93.9K
171K $4.35B
SCHA
Schwab Strategic Tr Us Small C

ETFs
158
+ 0.96%
$46.9 - $51.96 $7.41K - $8.21K
16.7K $859M
GE
General Electric CO

Industrials
3
+ 0.12%
$156.66 - $189.66 $470 - $569
2.51K $472M
DNL
Wiswisdomtree Tr

ETFs
1.84K
+ 30.13%
$36.65 - $40.81 $67.3K - $74.9K
7.93K $312M
FVD
First Tr Value Line Divid Inde

ETFs
827
+ 11.34%
$40.45 - $45.49 $33.5K - $37.6K
8.12K $369M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
263
+ 6.78%
$105.53 - $118.34 $27.8K - $31.1K
4.14K $485M
SCHG
Schwab Strategic Tr Us Large C

ETFs
488
+ 8.39%
$92.63 - $105.69 $45.2K - $51.6K
6.31K $657M
FNDX
Schwab Fundamental U S Large C

ETFs
414
+ 5.96%
$65.36 - $71.76 $27.1K - $29.7K
7.36K $528M
JEPI
J P Morgan Exchange Traded Fd

ETFs
682
+ 12.17%
$54.98 - $59.51 $37.5K - $40.6K
6.29K $374M
IFRA
Ishares Tr

ETFs
139
+ 1.85%
$41.55 - $46.97 $5.78K - $6.53K
7.64K $359M
MDLZ
Mondelez International, Inc.

Consumer Defensive
14
+ 0.29%
$64.35 - $75.71 $901 - $1.06K
4.9K $361M
Activity Summary
Buys All Purchases 92 New Holdings 22 Increased Positions 70 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 0 Puts 0
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