Wealth Plan Investment Management, LLC Purchases in Q3 2025

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
312K
New
$91.44 - $91.77 $28.6M - $28.7M
312K $28.7M
IVV
Ishares Core S&P 500 ETF

ETFs
29.5K
+ 284.53%
$620.67 - $670.08 $18.3M - $19.8M
39.8K $26.7M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
118K
New
$100.16 - $100.7 $11.8M - $11.9M
118K $11.9M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
121K
+ 359.87%
$69.02 - $73.57 $8.36M - $8.91M
155K $11.4M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
121K
+ 425.56%
$64.14 - $69.37 $7.79M - $8.42M
150K $10.3M
VTI
Vanguard Total Stock Market Et

ETFs
11.9K
+ 6.92%
$303.93 - $329.86 $3.6M - $3.91M
183K $60.1M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
103K
+ 481.67%
$64.75 - $69.05 $6.69M - $7.14M
125K $8.61M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
59.6K
+ 1333.38%
$97.75 - $100.75 $5.83M - $6.01M
64.1K $6.43M
JCPB
J P Morgan Exchange Traded Fd

ETFs
112K
+ 239.22%
$46.37 - $47.77 $5.2M - $5.35M
159K $7.56M
AVEM
American Centy ETF Tr Avantis

ETFs
41.7K
+ 22.91%
$68.33 - $75.41 $2.85M - $3.14M
224K $16.8M
JMEE
J P Morgan Exchange Traded Fd

ETFs
54.1K
+ 455.12%
$59.19 - $64.47 $3.2M - $3.48M
65.9K $4.18M
IEMG
Ishares Inc

ETFs
56.5K
+ 21.02%
N/A
325K $17.4M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
58.4K
+ 24.93%
$37.58 - $39.01 $2.19M - $2.28M
293K $11.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.93K
+ 3.29%
$459.11 - $506.91 $887K - $979K
60.6K $30.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
34.2K
+ 3.46%
$21.69 - $23.34 $742K - $799K
1.02M $23.8M
GOOGL
Alphabet Inc.

Communication Services
43
+ 0.16%
$174.36 - $254.72 $7.5K - $11K
26.7K $6.49M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
21.4K
+ 10.59%
$55.15 - $58.11 $1.18M - $1.24M
223K $12.8M
HYLB
Xtrackers Usd High Yield Corp

ETFs
41.9K
+ 294.62%
$36.55 - $37.16 $1.53M - $1.56M
56.1K $2.08M
COIN
Coinbase Global, Inc.

Technology
4.56K
New
$297.99 - $419.78 $1.36M - $1.92M
4.56K $1.54M
VMI
Valmont Industries Inc

Industrials
60
+ 0.24%
$328.58 - $387.73 $19.7K - $23.3K
24.6K $9.54M
JPIE
J P Morgan Exchange Traded Fd
32.6K
New
$46.01 - $46.55 $1.5M - $1.52M
32.6K $1.51M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
20.2K
+ 6.6%
$36.37 - $38.37 $735K - $775K
326K $12.5M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
44.9K
+ 5.53%
$25.21 - $25.99 $1.13M - $1.17M
858K $22.2M
ETN
Eaton Corp PLC

Industrials
3.39K
+ 369.9%
$342.99 - $392.76 $1.16M - $1.33M
4.31K $1.61M
IGRO
Ishares Tr International Divid

ETFs
14.1K
+ 8.59%
$75.97 - $80.24 $1.07M - $1.13M
178K $14.2M
AGOX
Starboard Invt Tr

ETFs
26.3K
+ 6.85%
$28.93 - $30.85 $761K - $812K
410K $12.6M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
22.2K
New
$49.09 - $50.58 $1.09M - $1.12M
22.2K $1.12M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
9.45K
+ 145.92%
$98.52 - $103.93 $931K - $982K
15.9K $1.64M
LMT
Lockheed Martin Corp

Industrials
502
+ 2.48%
$410.74 - $499.21 $206K - $251K
20.8K $10.4M
SPYG
Spdr Portfolio

ETFs
2.43K
+ 3.16%
$94.33 - $105.31 $229K - $255K
79.3K $8.29M
BJAN
Innovator U.S. Equity Buffer E

ETFs
16.1K
New
$50.19 - $53.05 $810K - $857K
16.1K $856K
FTLS
First Tr Long/Short Equity ETF

ETFs
426
+ 0.2%
$65.78 - $69.95 $28K - $29.8K
216K $15.1M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
5.66K
+ 5.68%
$81.75 - $88.12 $462K - $498K
105K $9.1M
INTC
Intel Corp

Technology
295
+ 0.41%
$19.31 - $35.5 $5.7K - $10.5K
71.8K $2.41M
NOC
Northrop Grumman Corp

Industrials
882
+ 63.23%
$498.9 - $609.32 $440K - $537K
2.28K $1.39M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
13.9K
New
$46.61 - $49.24 $648K - $685K
13.9K $684K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
6.19K
+ 3.4%
$33.78 - $36.74 $209K - $227K
188K $6.85M
CLOI
Vaneck ETF Tr

ETFs
11.3K
+ 3.62%
$52.8 - $53.1 $597K - $600K
324K $17.2M
AZN
Astrazeneca PLC

Healthcare
101
+ 0.12%
$68.72 - $82.11 $6.94K - $8.29K
86K $6.6M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
15.2K
+ 3.76%
$25.39 - $25.57 $386K - $389K
420K $10.7M
HYD
Vaneck High Yield Muni ETF

ETFs
7.85K
New
$48.85 - $50.94 $383K - $400K
7.85K $399K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
6.32K
+ 53.6%
$49.41 - $54.08 $312K - $342K
18.1K $977K
IVW
Ishares S&P 500 Growth ETF

ETFs
184
+ 0.62%
$108.97 - $121.65 $20.1K - $22.4K
30.1K $3.63M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3.74K
New
$82.42 - $87.03 $308K - $325K
3.74K $325K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.27K
New
$68.24 - $73.73 $291K - $315K
4.27K $313K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
5.13K
+ 5.27%
$59.81 - $60.11 $307K - $308K
102K $6.13M
PAUG
Innovator U.S. Equity Power Bu

ETFs
7.27K
New
$40.45 - $42.49 $294K - $309K
7.27K $308K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.52K
+ 3.61%
N/A
101K $8.67M
LYV
Live Nation Entertainment, Inc.

Communication Services
1.7K
New
$143.56 - $174.06 $244K - $295K
1.7K $277K
Activity Summary
Buys All Purchases 143 New Holdings 25 Increased Positions 118 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, 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 Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email