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
IJH
Ishares Core S&P Mid Cap ETF

ETFs
32
+ 0.81%
$62.09 - $66.51 $1.99K - $2.13K
4K $261K
ALL
Allstate Corp

Financial Services
4
+ 0.36%
$192.0 - $214.65 $768 - $859
1.1K $236K
CEG
Constellation Energy Corp

Utilities
16
+ 1.09%
$298.82 - $354.89 $4.78K - $5.68K
1.49K $488K
MKL
Markel Corp

Financial Services
32
+ 5.66%
$1898.34 - $2031.8 $60.7K - $65K
597 $1.14M
RPG
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.11%
$45.41 - $48.26 $227 - $241
4.65K $222K
BND
Vanguard Bd Index Fd Inc Total

ETFs
86
+ 2.4%
$72.57 - $74.72 $6.24K - $6.43K
3.66K $272K
PFL
Pimco Income Strategy Fund

Financial Services
518
+ 2.92%
$8.25 - $8.57 $4.27K - $4.44K
18.2K $155K
PCAR
Paccar Inc

Industrials
6
+ 0.26%
$92.91 - $102.86 $557 - $617
2.28K $224K
TMUS
T Mobile Us, Inc.

Communication Services
12
+ 0.65%
$226.02 - $259.01 $2.71K - $3.11K
1.87K $447K
ABT
Abbott Laboratories

Healthcare
129
+ 1.99%
$120.51 - $136.62 $15.5K - $17.6K
6.61K $885K
Super Micro Computer Inc
305
+ 4.63%
N/A
6.89K $0
First Tr Exchng Traded Fd Vi
56.8K
+ 23.57%
N/A
298K $0
Valued Advisers Tr
22.8K
+ 5.12%
N/A
468K $0
Fidelity Wise Origin Bitcoin
5.23K
+ 35.83%
N/A
19.8K $0
Ge Vernova Inc
2.86K
+ 290.44%
N/A
3.84K $0
MSTR
Microstrategy Inc

Technology
173
+ 25.26%
$300.7 - $455.9 $52K - $78.9K
858 $276K
Pgim Rock ETF Tr
797
+ 2.79%
N/A
29.3K $0
Blackrock Inc
36
+ 13.64%
N/A
300 $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
15
+ 0.17%
N/A
8.89K $0
XFIV
Bondbloxx ETF Tr 5 Yr Target D
78
+ 0.82%
N/A
9.64K $0
John Hancock Exchange Traded
3.62K
+ 5.6%
N/A
68.3K $0
JGRO
J P Morgan Exchange Traded Fd
76.1K
+ 487.29%
N/A
91.7K $0
J P Morgan Exchange Traded F
68.1K
New
N/A
68.1K $0
Arista Networks Inc
22.6K
New
N/A
22.6K $0
Perspective Therapeutics Inc
3.02K
+ 0.75%
N/A
404K $0
J P Morgan Exchange Traded F
23.4K
+ 11.26%
N/A
232K $0
Innovator Etfs Trust
236K
New
N/A
236K $0
J P Morgan Exchange Traded F
100K
+ 383.87%
N/A
126K $0
Innovator Etfs Trust
1.21K
+ 13.26%
N/A
10.3K $0
HIGH
Simplify Exchange Traded Fds E
3.62K
+ 0.65%
N/A
560K $0
Goldman Sachs ETF Tr
4.33K
New
N/A
4.33K $0
T
At&T Inc.

Communication Services
290
+ 2.41%
$26.94 - $29.62 $7.81K - $8.59K
12.3K $347K
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
7
+ 0.06%
N/A
12.7K $0
SPOT
Spotify Technology S.A.

Communication Services
28
+ 5.77%
$620.01 - $738.53 $17.4K - $20.7K
513 $358K
CMCSA
Comcast Corp

Communication Services
865
+ 8.43%
$31.41 - $36.33 $27.2K - $31.4K
11.1K $349K
BSX
Boston Scientific Corp

Healthcare
35
+ 1.55%
$97.03 - $108.14 $3.4K - $3.78K
2.3K $224K
MDLZ
Mondelez International, Inc.

Consumer Defensive
45
+ 0.98%
$60.9 - $70.75 $2.74K - $3.18K
4.65K $290K
OSCR
Oscar Health, Inc.

Healthcare
2.33K
+ 7.06%
$13.42 - $20.45 $31.3K - $47.7K
35.4K $669K
META
Meta Platforms, Inc.

Communication Services
53
+ 0.23%
$695.21 - $791.73 $36.8K - $42K
23K $16.9M
DE
Deere & CO

Industrials
2
+ 0.19%
$457.26 - $524.37 $915 - $1.05K
1.06K $483K
PM
Philip Morris International Inc.

Consumer Defensive
702
+ 7.47%
$157.77 - $183.27 $111K - $129K
10.1K $1.64M
ADBE
Adobe Inc.

Technology
824
+ 7.23%
$333.65 - $392.1 $275K - $323K
12.2K $4.31M
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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