Wealth Plan Partners, LLC Sells in Q1 2025

Wealth Plan Partners, LLC

  • $709 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-825
- 0.38%
$209.68 - $247.1 $173K - $204K
214K $47.5B
MINO
Pimco ETF Tr Municipal Income

ETFs
-63.8K
- 92.29%
$44.44 - $45.83 $2.83M - $2.92M
5.32K $238M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-14.2K
- 54.73%
$97.38 - $104.52 $1.39M - $1.49M
11.8K $1.2B
EFG
Msci Eafe Growth ETF

ETFs
-9.75K
- 45.06%
$96.1 - $106.37 $937K - $1.04M
11.9K $1.19B
DHR
Danaher Corp

Healthcare
-3.04K
- 33.77%
$201.62 - $250.59 $612K - $761K
5.96K $1.22B
ON
On Semiconductor Corp

Technology
-6.87K
- 28.33%
$40.69 - $64.51 $280K - $443K
17.4K $707M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.2K
- 35.5%
$551.42 - $612.93 $662K - $736K
2.18K $1.22B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-7.13K
- 7.83%
$64.88 - $72.1 $463K - $514K
84K $5.52B
Innovator Etfs Trust
-27.9K
- 41.31%
N/A
39.7K $995M
SEMI
Columbia ETF Tr I Seligman Sem

ETFs
-971
- 0.62%
$22.07 - $27.99 $21.4K - $27.2K
157K $3.46B
ABT
Abbott Laboratories

Healthcare
-4.83K
- 43.89%
$111.1 - $140.22 $536K - $677K
6.17K $818M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-320
- 0.89%
$119.87 - $145.05 $38.4K - $46.4K
35.7K $4.46B
LMT
Lockheed Martin Corp

Industrials
-148
- 2.11%
$423.19 - $506.29 $62.6K - $74.9K
6.85K $3.06B
WMT
Walmart Inc.

Consumer Defensive
-1.13K
- 1.2%
$84.5 - $105.05 $95.1K - $118K
93K $8.16B
EFV
Msci Eafe Value ETF

ETFs
-8.13K
- 20.99%
$51.88 - $60.73 $422K - $494K
30.6K $1.8B
AMD
Advanced Micro Devices Inc

Technology
-814
- 11.81%
$96.63 - $129.55 $78.7K - $105K
6.08K $624M
META
Meta Platforms, Inc.

Communication Services
-209
- 2.87%
$576.36 - $736.67 $120K - $154K
7.07K $4.07B
NFLX
Netflix Inc

Communication Services
-202
- 36.59%
$828.4 - $1058.6 $167K - $214K
350 $326M
KKR
Kkr & Co. Inc.

Financial Services
-524
- 17.85%
$108.17 - $167.07 $56.7K - $87.5K
2.41K $279M
LNG
Cheniere Energy, Inc.

Energy
-1.29K
- 14.49%
$209.32 - $253.66 $270K - $327K
7.62K $1.76B
GGG
Graco Inc

Industrials
-1.27K
- 2.24%
$80.53 - $87.54 $102K - $111K
55.3K $4.62B
TGT
Target Corp

Consumer Defensive
-103
- 2.52%
$103.65 - $142.5 $10.7K - $14.7K
3.99K $416M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-885
- 12.41%
$77.33 - $90.16 $68.4K - $79.8K
6.25K $490M
LOW
Lowes Companies Inc

Consumer Cyclical
-223
- 3.82%
$222.66 - $268.42 $49.7K - $59.9K
5.62K $1.31B
MBB
Ishares Tr

ETFs
-1.76K
- 9.35%
$90.37 - $94.08 $159K - $165K
17K $1.6B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-942
- 13.97%
$77.91 - $92.26 $73.4K - $86.9K
5.8K $461M
ORCL
Oracle Corp

Technology
-136
- 3.54%
$139.81 - $186.47 $19K - $25.4K
3.71K $518M
BSEP
Innovator U.S. Equity Buffer E

ETFs
-1.75K
- 4.35%
$41.28 - $44.23 $72.4K - $77.5K
38.6K $1.61B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-1.2K
- 17.21%
$75.47 - $84.24 $90.4K - $101K
5.76K $444M
HD
Home Depot, Inc.

Consumer Cyclical
-33
- 0.83%
$347.25 - $424.87 $11.5K - $14K
3.96K $1.45B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-796
- 17.45%
$80.73 - $94.96 $64.3K - $75.6K
3.77K $312M
CAT
Caterpillar Inc

Industrials
-170
- 13.34%
$326.75 - $407.63 $55.5K - $69.3K
1.1K $364M
PG
Procter & Gamble CO

Consumer Defensive
-601
- 20.5%
$158.56 - $176.26 $95.3K - $106K
2.33K $397M
FSK
Fs Kkr Capital Corp

Financial Services
-3.77K
- 19.87%
$20.47 - $24.06 $77.2K - $90.7K
15.2K $318M
TJX
Tjx Companies Inc

Consumer Cyclical
-704
- 19.75%
$112.81 - $126.16 $79.4K - $88.8K
2.86K $348M
ADM
Archer Daniels Midland CO

Consumer Defensive
-197
- 0.83%
$45.22 - $52.17 $8.91K - $10.3K
23.6K $1.13B
NSC
Norfolk Southern Corp

Industrials
-300
- 18.9%
$227.69 - $259.76 $68.3K - $77.9K
1.29K $305M
MAIN
Main Street Capital Corp

Financial Services
-373
- 1.67%
$54.71 - $63.1 $20.4K - $23.5K
21.9K $1.24B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-28
- 2.19%
$522.96 - $601.18 $14.6K - $16.8K
1.25K $666M
XLE
Energy Sector Spdr

ETFs
-965
- 23.6%
$85.7 - $93.96 $82.7K - $90.7K
3.12K $292M
XLK
Technology Sector Spdr

ETFs
-36
- 2.16%
$206.38 - $242.18 $7.43K - $8.72K
1.63K $336M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-1.25K
- 6.47%
$25.93 - $29.28 $32.4K - $36.6K
18.1K $491M
BA
Boeing CO

Industrials
-219
- 10.94%
$148.15 - $186.25 $32.4K - $40.8K
1.78K $304M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-637
- 2.12%
$21.75 - $24.28 $13.9K - $15.5K
29.5K $651M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-508
- 10.43%
$78.0 - $84.37 $39.6K - $42.9K
4.36K $349M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-549
- 3.08%
$54.25 - $57.64 $29.8K - $31.6K
17.3K $951M
FVD
First Tr Value Line Divid Inde

ETFs
-837
- 11.72%
$42.61 - $45.51 $35.7K - $38.1K
6.31K $281M
MU
Micron Technology Inc

Technology
-446
- 14.26%
$86.89 - $109.38 $38.8K - $48.8K
2.68K $233M
LECO
Lincoln Electric Holdings Inc

Industrials
-344
- 1.61%
$180.51 - $216.81 $62.1K - $74.6K
21K $3.97B
Activity Summary
Buys All Purchases 142 New Holdings 21 Increased Positions 121 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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