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
LOW
Lowes Companies Inc

Consumer Cyclical
99
+ 1.16%
$215.01 - $273.02 $21.3K - $27K
8.62K $2.17M
XOM
Exxon Mobil Corp

Energy
786
+ 2.31%
$105.83 - $117.22 $83.2K - $92.1K
34.8K $3.92M
GS
Goldman Sachs Group Inc

Financial Services
80
+ 3.76%
$696.56 - $806.32 $55.7K - $64.5K
2.21K $1.76M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
250
+ 11.34%
$567.77 - $614.76 $142K - $154K
2.46K $1.5M
IWN
Ishares Russell2000 Val ETF

ETFs
473
+ 5.42%
$157.1 - $178.94 $74.3K - $84.6K
9.2K $1.63M
AIQ
Global X Funds Global X Artifi

ETFs
4.91K
New
$43.2 - $49.66 $212K - $244K
4.91K $242K
MNST
Monster Beverage Corp

Consumer Defensive
3.29K
New
$58.65 - $67.31 $193K - $221K
3.29K $221K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.83K
New
$53.81 - $57.52 $206K - $220K
3.83K $220K
TJX
Tjx Companies Inc

Consumer Cyclical
1.49K
New
$121.35 - $144.54 $181K - $215K
1.49K $215K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
660
New
$275.84 - $326.36 $182K - $215K
660 $215K
AXSM
Axsome Therapeutics, Inc.

Healthcare
1.69K
New
$100.39 - $129.29 $170K - $219K
1.69K $205K
PMAR
Innovator U.S. Equity Power Bu

ETFs
4.59K
New
$42.21 - $43.91 $194K - $202K
4.59K $201K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
14.6K
+ 1.99%
$24.02 - $24.28 $351K - $355K
750K $18M
CAG
Conagra Brands Inc.

Consumer Defensive
10.4K
New
$18.04 - $21.14 $187K - $219K
10.4K $189K
SGOL
Abrdn Gold ETF Trust

ETFs
3.15K
+ 22.86%
$31.18 - $36.81 $98.2K - $116K
16.9K $623K
HD
Home Depot, Inc.

Consumer Cyclical
161
+ 5.14%
$357.4 - $423.42 $57.5K - $68.2K
3.29K $1.33M
C
Citigroup Inc

Financial Services
575
+ 7.8%
$85.57 - $103.49 $49.2K - $59.5K
7.94K $806K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
225
+ 0.83%
$74.93 - $80.73 $16.9K - $18.2K
27.2K $2.19M
ASTS
Ast Space Mobile, Inc.

Communication Services
969
+ 1.88%
$36.91 - $60.06 $35.8K - $58.2K
52.6K $2.58M
POET
Poet Technologies Inc.

Technology
20.8K
New
$4.9 - $7.44 $102K - $154K
20.8K $114K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
1.43K
+ 2.29%
$43.1 - $44.6 $61.5K - $63.6K
63.7K $2.82M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
16
+ 0.61%
$96.73 - $137.09 $1.55K - $2.19K
2.62K $346K
AVIG
American Centy ETF Tr Avantis

ETFs
1.93K
+ 5.99%
$41.02 - $42.32 $79.1K - $81.6K
34.1K $1.44M
PFE
Pfizer Inc

Healthcare
543
+ 0.82%
$23.29 - $25.88 $12.6K - $14.1K
66.6K $1.7M
UBER
Uber Technologies, Inc

Technology
80
+ 0.44%
$86.91 - $99.57 $6.95K - $7.97K
18.4K $1.81M
FEX
First Tr Large Cap Core Alphde

ETFs
510
+ 10.53%
$110.0 - $117.08 $56.1K - $59.7K
5.36K $625K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
48
+ 0.31%
$73.9 - $84.4 $3.55K - $4.05K
15.3K $1.2M
MRK
Merck & Co., Inc.

Healthcare
181
+ 1.3%
$77.6 - $87.37 $14K - $15.8K
14.1K $1.18M
NVS
Novartis Ag

Healthcare
80
+ 0.86%
$113.5 - $129.73 $9.08K - $10.4K
9.39K $1.2M
BAC
Bank Of America Corp

Financial Services
247
+ 1.85%
$44.92 - $52.42 $11.1K - $12.9K
13.6K $701K
MO
Altria Group, Inc.

Consumer Defensive
190
+ 2.58%
$57.75 - $67.68 $11K - $12.9K
7.57K $499K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
61
+ 3.81%
$435.72 - $463.74 $26.6K - $28.3K
1.66K $769K
GM
General Motors CO

Consumer Cyclical
47
+ 1.04%
$48.89 - $61.24 $2.3K - $2.88K
4.59K $279K
VUG
Vanguard Growth ETF

ETFs
5
+ 0.41%
$433.97 - $484.08 $2.17K - $2.42K
1.21K $582K
SCHW
Schwab Charles Corp

Financial Services
270
+ 5.3%
$91.03 - $98.69 $24.6K - $26.6K
5.36K $512K
AEP
American Electric Power CO Inc

Utilities
11
+ 0.22%
$103.26 - $115.0 $1.14K - $1.27K
4.94K $555K
F
Ford Motor CO

Consumer Cyclical
308
+ 0.86%
$10.82 - $12.09 $3.33K - $3.72K
36.1K $431K
DUK
Duke Energy Corp

Utilities
71
+ 1.44%
$116.31 - $125.93 $8.26K - $8.94K
5.01K $620K
MPC
Marathon Petroleum Corp

Energy
13
+ 1.0%
$158.59 - $198.69 $2.06K - $2.58K
1.32K $253K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
17
+ 0.31%
$48.04 - $60.86 $817 - $1.03K
5.54K $321K
VV
Vanguard Large Cap ETF

ETFs
3
+ 0.21%
$285.05 - $309.14 $855 - $927
1.43K $440K
JEPI
J P Morgan Exchange Traded Fd

ETFs
423
+ 1.3%
$55.61 - $57.37 $23.5K - $24.3K
32.9K $1.88M
VTV
Vanguard Value ETF

ETFs
10
+ 0.41%
$175.51 - $186.57 $1.76K - $1.87K
2.44K $454K
CINF
Cincinnati Financial Corp

Financial Services
13
+ 0.62%
$145.8 - $158.1 $1.9K - $2.06K
2.12K $335K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
57
+ 1.0%
$52.12 - $55.33 $2.97K - $3.15K
5.77K $319K
V
Visa Inc.

Financial Services
216
+ 5.05%
$332.09 - $358.86 $71.7K - $77.5K
4.49K $1.53M
FDX
Fedex Corp

Industrials
15
+ 1.04%
$217.1 - $243.2 $3.26K - $3.65K
1.45K $342K
GILD
Gilead Sciences, Inc.

Healthcare
132
+ 4.25%
$108.22 - $120.47 $14.3K - $15.9K
3.24K $359K
NOW
Service Now, Inc.

Technology
43
+ 18.53%
$850.86 - $1044.69 $36.6K - $44.9K
275 $253K
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
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