Wealth Plan Partners, LLC Reduced Holdings in Q4 2024

Wealth Plan Partners, LLC

  • $705 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSEP
Innovator U.S. Equity Buffer E

ETFs
-89.5K
- 68.95%
$41.8 - $43.67 $3.74M - $3.91M
40.3K $1.73B
DGRO
Ishares Core Dividend Growth E

ETFs
-35.3K
- 11.42%
$60.73 - $64.94 $2.14M - $2.29M
274K $16.8B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.55K
- 4.51%
$442.29 - $483.08 $1.57M - $1.72M
75.2K $34.1B
O
Realty Income Corp

Real Estate
-10.4K
- 11.12%
$51.76 - $64.71 $537K - $671K
82.9K $4.43B
IGRO
Ishares Tr International Divid

ETFs
-7.15K
- 5.3%
$67.76 - $74.48 $484K - $532K
128K $8.67B
LMT
Lockheed Martin Corp

Industrials
-1.14K
- 14.0%
$479.66 - $614.62 $546K - $700K
7K $3.4B
AGOX
Starboard Invt Tr

ETFs
-28.4K
- 8.7%
$27.16 - $30.0 $773K - $853K
298K $8.1B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-6.14K
- 3.63%
N/A
163K $15.1B
AVEM
American Centy ETF Tr Avantis

ETFs
-8.4K
- 6.46%
$58.59 - $66.14 $492K - $556K
122K $7.15B
JNJ
Johnson & Johnson

Healthcare
-2.96K
- 6.55%
$143.34 - $165.86 $424K - $490K
42.2K $6.1B
STZ
Constellation Brands, Inc.

Consumer Defensive
-2.85K
- 22.62%
$219.66 - $257.62 $626K - $734K
9.75K $2.15B
AMGN
Amgen Inc

Healthcare
-767
- 5.51%
$258.78 - $328.31 $198K - $252K
13.2K $3.43B
DHR
Danaher Corp

Healthcare
-2.17K
- 19.41%
$226.16 - $274.52 $490K - $595K
8.99K $2.06B
ABBV
Abb Vie Inc.

Healthcare
-1.78K
- 5.18%
$164.99 - $203.87 $294K - $363K
32.6K $5.8B
PEP
Pepsico Inc

Consumer Defensive
-2.09K
- 5.6%
$151.29 - $176.1 $316K - $368K
35.3K $5.36B
MSM
Msc Industrial Direct CO Inc

Industrials
-3.77K
- 6.13%
$73.09 - $90.18 $276K - $340K
57.7K $4.31B
NUE
Nucor Corp

Basic Materials
-415
- 1.58%
$115.78 - $167.74 $48K - $69.6K
25.9K $3.02B
AOS
Smith A O Corp

Industrials
-5.93K
- 25.83%
$68.02 - $88.94 $403K - $527K
17K $1.16B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-9.33K
- 30.0%
$18.41 - $40.87 $172K - $381K
21.8K $403M
FMC
Fmc Corp

Basic Materials
-8K
- 29.29%
$47.86 - $66.62 $383K - $533K
19.3K $939M
VTI
Vanguard Total Stock Market Et

ETFs
-4.24K
- 7.4%
$280.04 - $302.45 $1.19M - $1.28M
53.1K $15.4B
AAPL
Apple Inc.

Technology
-19.7K
- 8.39%
$221.69 - $259.02 $4.36M - $5.09M
215K $53.8B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-13.3K
- 14.87%
$45.07 - $47.1 $598K - $625K
75.9K $3.43B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-742
- 20.53%
$501.29 - $612.85 $372K - $455K
2.87K $1.49B
EFG
Msci Eafe Growth ETF

ETFs
-4.5K
- 17.22%
$96.83 - $106.88 $436K - $481K
21.6K $2.09B
SPMD
Spdr Portfolio

ETFs
-13.1K
- 72.9%
$54.13 - $59.56 $710K - $781K
4.88K $267M
VZ
Verizon Communications Inc

Communication Services
-4.62K
- 4.49%
$39.6 - $45.21 $183K - $209K
98.2K $3.93B
MCHP
Microchip Technology Inc

Technology
-7.39K
- 63.91%
$55.51 - $79.05 $410K - $584K
4.18K $239M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-9.04K
- 6.16%
$28.89 - $31.63 $261K - $286K
138K $4.02B
ON
On Semiconductor Corp

Technology
-5.03K
- 17.17%
$63.05 - $74.7 $317K - $376K
24.3K $1.53B
ADBE
Adobe Inc.

Technology
-475
- 9.5%
$437.39 - $552.96 $208K - $263K
4.52K $2.01B
SPGI
S&P Global Inc.

Financial Services
-951
- 19.97%
$480.36 - $529.17 $457K - $503K
3.81K $1.9B
NKE
Nike, Inc.

Consumer Cyclical
-831
- 2.19%
$73.36 - $89.13 $61K - $74.1K
37.2K $2.81B
HEQT
Simplify Exchange Traded Fds H
-29.9K
- 5.3%
$28.73 - $30.22 $860K - $904K
534K $15.8B
META
Meta Platforms, Inc.

Communication Services
-1.06K
- 12.68%
$554.08 - $632.68 $586K - $669K
7.28K $4.26B
TXN
Texas Instruments Inc

Technology
-328
- 1.41%
N/A
22.9K $4.29B
ROP
Roper Technologies Inc

Industrials
-693
- 19.5%
$519.85 - $575.95 $360K - $399K
2.86K $1.49B
COST
Costco Wholesale Corp

Consumer Defensive
-887
- 7.59%
$873.59 - $994.69 $775K - $882K
10.8K $9.9B
UNP
Union Pacific Corp

Industrials
-174
- 0.83%
$223.15 - $249.32 $38.8K - $43.4K
20.7K $4.73B
IVW
Ishares S&P 500 Growth ETF

ETFs
-8.03K
- 11.78%
$94.43 - $105.47 $758K - $847K
60.1K $6.1B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-24.8K
- 4.25%
$29.73 - $30.81 $736K - $763K
559K $17B
FTLS
First Tr Long/Short Equity ETF

ETFs
-12.5K
- 7.01%
$63.1 - $67.29 $791K - $843K
166K $10.9B
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-15.3K
- 6.33%
$24.13 - $24.45 $369K - $374K
226K $5.49B
GGG
Graco Inc

Industrials
-2.09K
- 3.56%
$81.45 - $92.29 $170K - $193K
56.6K $4.77B
APD
Air Products & Chemicals, Inc.

Basic Materials
-885
- 6.35%
$285.5 - $335.62 $253K - $297K
13K $3.78B
MA
Mastercard Inc

Financial Services
-1.2K
- 13.88%
$491.3 - $536.15 $591K - $644K
7.46K $3.93B
V
Visa Inc.

Financial Services
-1.85K
- 32.01%
$273.87 - $320.91 $506K - $593K
3.93K $1.24B
SEMI
Columbia ETF Tr I Seligman Sem

ETFs
-13K
- 7.63%
$24.33 - $27.31 $317K - $356K
158K $4.05B
ABT
Abbott Laboratories

Healthcare
-2.84K
- 20.5%
$111.93 - $119.39 $317K - $338K
11K $1.24B
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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