Wealth Plan Partners, LLC Reduced Holdings in Q3 2024

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ROP
Roper Technologies Inc

Industrials
-602
- 14.49%
$515.25 - $576.55 $310K - $347K
3.55K $1.98B
WPC
W. P. Carey Inc.

Real Estate
-8.22K
- 38.69%
$54.63 - $63.96 $449K - $526K
13K $812M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-6.44K
- 23.01%
$63.28 - $70.06 $408K - $451K
21.5K $1.51B
ABBV
Abb Vie Inc.

Healthcare
-7.2K
- 17.3%
$163.84 - $199.33 $1.18M - $1.44M
34.4K $6.8B
LNG
Cheniere Energy, Inc.

Energy
-2.11K
- 16.15%
$172.24 - $186.09 $363K - $392K
10.9K $1.97B
PJAN
Innovator U.S. Equity Power Bu

ETFs
-6.07K
- 28.43%
$39.31 - $41.32 $239K - $251K
15.3K $632M
NFLX
Netflix Inc

Communication Services
-365
- 38.71%
$598.55 - $722.26 $218K - $264K
578 $410M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-305
- 5.93%
$233.4 - $302.36 $71.2K - $92.2K
4.84K $1.31B
SCHW
Schwab Charles Corp

Financial Services
-2.27K
- 27.03%
$61.74 - $76.08 $140K - $173K
6.13K $397M
GGG
Graco Inc

Industrials
-8.74K
- 12.97%
$77.82 - $87.64 $680K - $766K
58.7K $5.14B
NEE
Nextera Energy Inc

Utilities
-4.95K
- 31.24%
$69.9 - $84.97 $346K - $420K
10.9K $921M
MRK
Merck & Co., Inc.

Healthcare
-644
- 6.49%
$111.15 - $128.97 $71.6K - $83.1K
9.28K $1.05B
VTV
Vanguard Value ETF

ETFs
-1.18K
- 48.07%
$159.75 - $174.57 $189K - $206K
1.28K $223M
BA
Boeing CO

Industrials
-504
- 17.2%
$152.04 - $190.6 $76.6K - $96.1K
2.43K $369M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.8K
- 25.43%
$96.25 - $101.98 $173K - $183K
5.27K $534M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-338
- 19.38%
$475.2 - $527.7 $161K - $178K
1.41K $742M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.64K
- 31.15%
$76.38 - $78.87 $125K - $129K
3.61K $284M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-1.55K
- 18.65%
$81.1 - $89.18 $125K - $138K
6.74K $592M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3.16K
- 20.94%
$48.51 - $52.86 $153K - $167K
11.9K $630M
MCD
Mcdonalds Corp

Consumer Cyclical
-936
- 25.65%
$245.82 - $304.51 $230K - $285K
2.71K $826M
XLE
Energy Sector Spdr

ETFs
-910
- 13.58%
$84.35 - $93.39 $76.8K - $85K
5.79K $509M
AVEM
American Centy ETF Tr Avantis

ETFs
-9.08K
- 6.53%
$57.2 - $65.59 $519K - $596K
130K $8.4B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.5K
- 25.14%
$85.03 - $94.56 $128K - $142K
4.47K $416M
IYW
Ishares Dj Us Tech ETF

ETFs
-653
- 8.76%
$133.16 - $158.73 $87K - $104K
6.8K $1.03B
BKE
Buckle Inc

Consumer Cyclical
-11.3K
- 19.51%
$35.9 - $44.62 $407K - $506K
46.8K $2.06B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-1.77K
- 20.27%
$71.9 - $79.86 $127K - $141K
6.96K $553M
FSK
Fs Kkr Capital Corp

Financial Services
-4.08K
- 15.53%
$18.74 - $20.43 $76.4K - $83.3K
22.2K $437M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-2.47K
- 24.16%
$35.57 - $37.86 $87.9K - $93.6K
7.76K $294M
XLK
Technology Sector Spdr

ETFs
-330
- 11.57%
$197.34 - $237.68 $65.1K - $78.4K
2.52K $569M
PG
Procter & Gamble CO

Consumer Defensive
-585
- 15.86%
$160.76 - $177.82 $94K - $104K
3.1K $537M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.59K
- 21.15%
$57.32 - $62.65 $91.3K - $99.7K
5.93K $370M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.55K
- 18.09%
$77.23 - $87.97 $120K - $137K
7.04K $611M
AMAX
Starboard Invt Tr Rh Hedged Mu
-7.85K
- 40.53%
$7.58 - $8.16 $59.5K - $64.1K
11.5K $93.3M
TGT
Target Corp

Consumer Defensive
-631
- 11.33%
$133.47 - $159.25 $84.2K - $100K
4.94K $770M
META
Meta Platforms, Inc.

Communication Services
-1.23K
- 12.84%
$453.41 - $572.44 $557K - $703K
8.33K $4.77B
COP
Conocophillips

Energy
-124
- 3.42%
$102.3 - $116.61 $12.7K - $14.5K
3.5K $368M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-506
- 12.28%
$531.86 - $624.21 $269K - $316K
3.61K $2.24B
DIS
Walt Disney CO

Communication Services
-271
- 6.95%
$85.6 - $98.61 $23.2K - $26.7K
3.63K $349M
MINO
Pimco ETF Tr Municipal Income

ETFs
-1.88K
- 2.72%
$45.07 - $46.16 $84.7K - $86.7K
67.3K $3.11B
LECO
Lincoln Electric Holdings Inc

Industrials
-584
- 2.56%
$173.3 - $211.48 $101K - $124K
22.2K $4.27B
ROK
Rockwell Automation, Inc

Industrials
-76
- 7.03%
$248.27 - $294.37 $18.9K - $22.4K
1.01K $270M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-564
- 16.44%
$83.76 - $91.82 $47.2K - $51.8K
2.87K $262M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-157
- 4.76%
$332.02 - $382.76 $52.1K - $60.1K
3.14K $1.18B
XOM
Exxon Mobil Corp

Energy
-388
- 3.56%
$109.72 - $119.0 $42.6K - $46.2K
10.5K $1.23B
SPOT
Spotify Technology S.A.

Communication Services
-181
- 20.11%
$290.16 - $384.01 $52.5K - $69.5K
719 $265M
GLD
Spdr Gold Trust

ETFs
-307
- 14.52%
$215.56 - $246.98 $66.2K - $75.8K
1.81K $439M
UPS
United Parcel Service Inc

Industrials
-39
- 2.36%
$123.32 - $147.38 $4.81K - $5.75K
1.61K $220M
TJX
Tjx Companies Inc

Consumer Cyclical
-298
- 7.42%
$107.93 - $120.23 $32.2K - $35.8K
3.72K $437M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-888
- 8.65%
$29.23 - $33.51 $26K - $29.8K
9.38K $310M
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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