Wealth Plan Partners, LLC Reduced Holdings in Q2 2025

Wealth Plan Partners, LLC

  • $552 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LECO
Lincoln Electric Holdings Inc

Industrials
-5.5K
- 26.2%
$167.18 - $211.38 $919K - $1.16M
15.5K $3.21M
MA
Mastercard Inc

Financial Services
-2.27K
- 31.43%
$479.92 - $590.74 $1.09M - $1.34M
4.95K $2.78M
GPC
Genuine Parts CO

Consumer Cyclical
-8.25K
- 24.9%
$105.54 - $129.09 $871K - $1.06M
24.9K $3.02M
APD
Air Products & Chemicals, Inc.

Basic Materials
-3.84K
- 29.19%
$248.61 - $294.96 $955K - $1.13M
9.32K $2.63M
Innovator Etfs Trust
-84.3K
- 92.71%
N/A
6.63K $0
EMR
Emerson Electric CO

Industrials
-2.99K
- 8.75%
$94.15 - $133.33 $282K - $399K
31.2K $4.16M
Aim ETF Products Trust
-114K
- 94.58%
N/A
6.51K $0
AZAL
Aim ETF Prods Tr Allianzim Us

Technology
-91.6K
- 94.25%
N/A
5.59K $0
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-16.3K
- 21.04%
$45.12 - $46.23 $737K - $755K
61.3K $2.83M
HIGH
Simplify Exchange Traded Fds E
-53.4K
- 33.27%
N/A
107K $0
NUE
Nucor Corp

Basic Materials
-5.67K
- 21.05%
$103.22 - $131.43 $585K - $745K
21.3K $2.75M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.49K
- 12.33%
$221.86 - $362.89 $330K - $539K
10.6K $3.36M
LMT
Lockheed Martin Corp

Industrials
-1.69K
- 24.71%
$430.82 - $486.45 $729K - $824K
5.16K $2.39M
DOV
Dover Corp

Industrials
-4.57K
- 27.64%
$151.14 - $186.7 $691K - $854K
12K $2.19M
BX
Blackstone Inc.

Financial Services
-3.56K
- 17.79%
$120.07 - $151.11 $427K - $538K
16.5K $2.46M
NKE
Nike, Inc.

Consumer Cyclical
-9.92K
- 24.27%
$53.27 - $72.04 $528K - $715K
31K $2.2M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-26
- 0.21%
$149.76 - $186.42 $3.89K - $4.85K
12.6K $2.35M
STZ
Constellation Brands, Inc.

Consumer Defensive
-3.86K
- 33.17%
$160.0 - $195.62 $617K - $754K
7.77K $1.26M
XLF
Financial Sector Spdr

ETFs
-345
- 0.83%
$43.92 - $52.37 $15.2K - $18.1K
41.3K $2.16M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-153
- 3.69%
$390.26 - $489.06 $59.7K - $74.8K
3.99K $1.62M
SPGI
S&P Global Inc.

Financial Services
-1.83K
- 47.03%
$438.31 - $527.29 $800K - $963K
2.06K $1.08M
ADBE
Adobe Inc.

Technology
-964
- 18.92%
$340.0 - $420.68 $328K - $406K
4.13K $1.6M
ALB
Albemarle Corp

Basic Materials
-3.94K
- 15.12%
$50.76 - $72.25 $200K - $285K
22.1K $1.39M
BKE
Buckle Inc

Consumer Cyclical
-196
- 0.42%
$33.77 - $45.57 $6.62K - $8.93K
46.6K $2.11M
LNG
Cheniere Energy, Inc.

Energy
-3.72K
- 48.79%
$197.25 - $244.33 $733K - $908K
3.9K $949K
ROP
Roper Technologies Inc

Industrials
-1.29K
- 45.53%
$519.19 - $590.78 $671K - $764K
1.55K $876K
LLY
Eli Lilly & CO

Healthcare
-158
- 7.91%
$713.71 - $898.95 $113K - $142K
1.84K $1.43M
BSEP
Innovator U.S. Equity Buffer E

ETFs
-846
- 2.19%
$38.32 - $45.16 $32.4K - $38.2K
37.7K $1.7M
NOW
Service Now, Inc.

Technology
-1.13K
- 58.79%
$721.65 - $1040.18 $815K - $1.18M
792 $814K
Veralto Corp
-5.12K
- 33.42%
N/A
10.2K $0
HD
Home Depot, Inc.

Consumer Cyclical
-127
- 3.21%
$335.24 - $380.78 $42.6K - $48.4K
3.83K $1.4M
PLTR
Palantir Technologies Inc.

Technology
-288
- 1.83%
$74.01 - $144.25 $21.3K - $41.5K
15.4K $2.1M
LOW
Lowes Companies Inc

Consumer Cyclical
-36
- 0.64%
$210.83 - $235.28 $7.59K - $8.47K
5.59K $1.24M
AOS
Smith A O Corp

Industrials
-7.93K
- 39.93%
$59.63 - $70.52 $473K - $559K
11.9K $781K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-1.93K
- 42.59%
$225.56 - $335.19 $435K - $647K
2.6K $617K
V
Visa Inc.

Financial Services
-440
- 12.18%
$308.27 - $373.31 $136K - $164K
3.17K $1.13M
Ea Series Trust
-2.84K
- 5.64%
N/A
47.6K $0
DHR
Danaher Corp

Healthcare
-4.83K
- 81.04%
$174.64 - $205.16 $843K - $990K
1.13K $223K
SPY
Spdr S&P 500 ETF Trust

ETFs
-344
- 15.78%
$496.48 - $617.85 $171K - $213K
1.84K $1.13M
EFG
Msci Eafe Growth ETF

ETFs
-361
- 3.04%
$89.8 - $112.0 $32.4K - $40.4K
11.5K $1.29M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-444
- 19.3%
$456.74 - $568.03 $203K - $252K
1.86K $1.05M
DE
Deere & CO

Industrials
-10
- 0.4%
$412.99 - $531.48 $4.13K - $5.31K
2.47K $1.26M
ADM
Archer Daniels Midland CO

Consumer Defensive
-151
- 0.64%
$41.79 - $54.16 $6.31K - $8.18K
23.4K $1.24M
XOM
Exxon Mobil Corp

Energy
-335
- 3.6%
$99.93 - $119.04 $33.5K - $39.9K
8.98K $967K
SNPS
Synopsys Inc

Technology
-932
- 37.34%
$380.9 - $517.66 $355K - $482K
1.56K $801K
MO
Altria Group, Inc.

Consumer Defensive
-947
- 5.63%
$55.56 - $60.91 $52.6K - $57.7K
15.9K $930K
Schwab Strategic Tr
-23.3K
- 65.99%
N/A
12K $0
IYW
Ishares Dj Us Tech ETF

ETFs
-260
- 4.28%
$122.57 - $173.27 $31.9K - $45.1K
5.81K $1.01M
GLD
Spdr Gold Trust

ETFs
-397
- 13.43%
$273.71 - $316.29 $109K - $126K
2.56K $779K
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
Track This Portfolio

Track Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email