Wealth Plan Investment Management, LLC New Holdings 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
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
118K
New
$100.16 - $100.7 $11.8M - $11.9M
118K $11.9M
COIN
Coinbase Global, Inc.

Technology
4.56K
New
$297.99 - $419.78 $1.36M - $1.92M
4.56K $1.54M
JPIE
J P Morgan Exchange Traded Fd
32.6K
New
$46.01 - $46.55 $1.5M - $1.52M
32.6K $1.51M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
22.2K
New
$49.09 - $50.58 $1.09M - $1.12M
22.2K $1.12M
BJAN
Innovator U.S. Equity Buffer E

ETFs
16.1K
New
$50.19 - $53.05 $810K - $857K
16.1K $856K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
13.9K
New
$46.61 - $49.24 $648K - $685K
13.9K $684K
HYD
Vaneck High Yield Muni ETF

ETFs
7.85K
New
$48.85 - $50.94 $383K - $400K
7.85K $399K
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
LYV
Live Nation Entertainment, Inc.

Communication Services
1.7K
New
$143.56 - $174.06 $244K - $295K
1.7K $277K
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
CAG
Conagra Brands Inc.

Consumer Defensive
10.4K
New
$18.04 - $21.14 $187K - $219K
10.4K $189K
POET
Poet Technologies Inc.

Technology
20.8K
New
$4.9 - $7.44 $102K - $154K
20.8K $114K
J P Morgan Exchange Traded F
68.1K
New
N/A
68.1K $0
Goldman Sachs ETF Tr
4.33K
New
N/A
4.33K $0
Innovator Etfs Trust
236K
New
N/A
236K $0
Arista Networks Inc
22.6K
New
N/A
22.6K $0
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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