Wealth Plan Investment Management, LLC Purchases in Q3 2024

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVS
Novartis Ag

Healthcare
100
+ 1.06%
$106.13 - $120.89 $10.6K - $12.1K
9.49K $1.09M
PJAN
Innovator U.S. Equity Power Bu

ETFs
1.38K
+ 5.26%
$39.31 - $41.32 $54.4K - $57.1K
27.7K $1.14M
JEPI
J P Morgan Exchange Traded Fd

ETFs
357
+ 1.97%
$54.98 - $59.51 $19.6K - $21.2K
18.5K $1.1M
XOM
Exxon Mobil Corp

Energy
301
+ 1.93%
$109.72 - $119.0 $33K - $35.8K
15.9K $1.86M
MRK
Merck & Co., Inc.

Healthcare
742
+ 43.62%
$111.15 - $128.97 $82.5K - $95.7K
2.44K $277K
SIVR
Abrdn Silver ETF Trust

ETFs
1.18K
+ 12.61%
$25.48 - $30.77 $30.1K - $36.3K
10.5K $313K
MO
Altria Group, Inc.

Consumer Defensive
261
+ 3.92%
$45.95 - $54.71 $12K - $14.3K
6.92K $353K
TGT
Target Corp

Consumer Defensive
217
+ 11.4%
$133.47 - $159.25 $29K - $34.6K
2.12K $330K
CSR
Centerspace

Real Estate
398
+ 9.96%
$67.04 - $75.5 $26.7K - $30K
4.39K $309K
ARCC
Ares Capital Corp

Financial Services
1.61K
+ 3.12%
$19.8 - $21.28 $32K - $34.3K
53.4K $1.12M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
482
+ 5.17%
$29.23 - $33.51 $14.1K - $16.2K
9.8K $323K
LEAD
Siren Divcon Leaders Dividend

ETFs
30
+ 0.56%
$62.93 - $69.43 $1.89K - $2.08K
5.4K $374K
MKL
Markel Corp

Financial Services
21
+ 5.34%
$1494.55 - $1645.69 $31.4K - $34.6K
414 $649K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
436
+ 5.82%
$39.33 - $41.74 $17.1K - $18.2K
7.93K $331K
TSN
Tyson Foods, Inc.

Consumer Defensive
78
+ 0.79%
$55.91 - $65.87 $4.36K - $5.14K
9.97K $593K
CMCSA
Comcast Corp

Communication Services
75
+ 0.82%
$37.33 - $41.78 $2.8K - $3.13K
9.17K $383K
UBER
Uber Technologies, Inc

Technology
76
+ 1.06%
$58.48 - $77.47 $4.44K - $5.89K
7.25K $545K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
11
+ 0.35%
$113.45 - $126.18 $1.25K - $1.39K
3.15K $397K
SYY
Sysco Corp

Consumer Defensive
16
+ 0.49%
$69.16 - $78.98 $1.11K - $1.26K
3.3K $257K
DNL
Wiswisdomtree Tr

ETFs
321
+ 1.44%
$36.65 - $40.81 $11.8K - $13.1K
22.7K $893K
EMB
Ishares Tr

ETFs
17
+ 0.64%
$87.75 - $93.74 $1.49K - $1.59K
2.66K $249K
DOW
Dow Inc.

Basic Materials
2
+ 0.02%
$50.15 - $55.41 $100 - $111
9.68K $528K
SQFT
Presidio Property Trust, Inc.

Real Estate
20.2K
New
$0.55 - $0.77 $11.1K - $15.5K
20.2K $14K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
4
+ 0.03%
$59.66 - $72.78 $239 - $291
15.5K $988K
XYL
Xylem Inc.

Industrials
40
+ 1.18%
$126.14 - $141.53 $5.05K - $5.66K
3.44K $464K
J P Morgan Exchange Traded F
115K
New
N/A
115K $0
Veralto Corp
26.4K
New
N/A
26.4K $0
Aim ETF Products Trust
9.84K
New
N/A
9.84K $0
Aim ETF Products Trust
252K
New
N/A
252K $0
SFLR
Innovator Etfs Tr Equity Manag
18.7K
New
N/A
18.7K $0
PSEP
Innovator U.S. Equity Power Bu
8.35K
New
N/A
8.35K $0
John Hancock Exchange Traded
677
+ 1.71%
N/A
40.3K $0
Innovator Etfs Trust
16.9K
New
N/A
16.9K $0
XSEP
Frst Tr Ex Trd Viii Cboe Vest
8.45K
New
N/A
8.45K $0
Perspective Therapeutics Inc
339K
New
N/A
339K $0
Presidio Ppty Tr Inc
20.2K
New
N/A
20.2K $0
First Tr Exchng Traded Fd Vi
179K
New
N/A
179K $0
XUSP
Innovator Etfs Tr Uncapped Acc
9.57K
New
N/A
9.57K $0
Ge Vernova Inc
844
New
N/A
844 $0
Valued Advisers Tr
371K
New
N/A
371K $0
Grayscale Bitcoin Mini Tr Bt
32.5K
New
N/A
32.5K $0
Life360 Inc
738
+ 8.19%
N/A
9.75K $0
Ea Series Trust
35.8K
New
N/A
35.8K $0
Fidelity Wise Origin Bitcoin
794
+ 16.76%
N/A
5.53K $0
BP
Bp PLC

Energy
693
+ 9.4%
$30.78 - $37.05 $21.3K - $25.7K
8.07K $253K
WFC
Wells Fargo & Company

Financial Services
21
+ 0.23%
$51.58 - $60.97 $1.08K - $1.28K
9.03K $510K
LLY
Eli Lilly & CO

Healthcare
6
+ 0.3%
$772.14 - $960.02 $4.63K - $5.76K
2K $1.77M
GOOGL
Alphabet Inc.

Communication Services
891
+ 4.65%
$148.65 - $191.18 $132K - $170K
20.1K $3.33M
SEMI
Columbia ETF Tr I Seligman Sem

ETFs
558
+ 0.41%
$22.54 - $29.25 $12.6K - $16.3K
136K $3.5M
Activity Summary
Buys All Purchases 200 New Holdings 79 Increased Positions 121 Sells All Sells 33 Reductions 33 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