Wealth Plan Investment Management, LLC Incresed Positions in Q3 2025

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
29.5K
+ 284.53%
$620.67 - $670.08 $18.3M - $19.8M
39.8K $26.7M
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
IEFA
Ishares Tr

ETFs
48.7K
+ 397.43%
$81.7 - $87.53 $3.98M - $4.26M
61K $5.32M
JMEE
J P Morgan Exchange Traded Fd

ETFs
54.1K
+ 455.12%
$59.19 - $64.47 $3.2M - $3.48M
65.9K $4.18M
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
VMI
Valmont Industries Inc

Industrials
60
+ 0.24%
$328.58 - $387.73 $19.7K - $23.3K
24.6K $9.54M
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
LMT
Lockheed Martin Corp

Industrials
502
+ 2.48%
$410.74 - $499.21 $206K - $251K
20.8K $10.4M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
9.45K
+ 145.92%
$98.52 - $103.93 $931K - $982K
15.9K $1.64M
SPYG
Spdr Portfolio

ETFs
2.43K
+ 3.16%
$94.33 - $105.31 $229K - $255K
79.3K $8.29M
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
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
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
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
5.13K
+ 5.27%
$59.81 - $60.11 $307K - $308K
102K $6.13M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.52K
+ 3.61%
N/A
101K $8.67M
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
XLK
Technology Sector Spdr

ETFs
389
+ 11.4%
$250.97 - $282.66 $97.6K - $110K
3.8K $1.07M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
14.6K
+ 1.99%
$24.02 - $24.28 $351K - $355K
750K $18M
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
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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