Wealth Plan Investment Management, LLC Reduced Holdings in Q3 2025

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-212K
- 89.4%
$45.6 - $46.92 $9.65M - $9.93M
25.1K $1.17M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-132K
- 90.45%
$72.65 - $78.68 $9.59M - $10.4M
13.9K $1.09M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-185K
- 90.93%
$28.92 - $32.19 $5.36M - $5.97M
18.5K $590K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-28K
- 72.72%
$182.33 - $194.5 $5.11M - $5.45M
10.5K $2.04M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-84K
- 84.31%
$54.35 - $59.32 $4.56M - $4.98M
15.6K $925K
MSFT
Microsoft Corp

Technology
-7.81K
- 18.56%
$491.09 - $535.64 $3.83M - $4.18M
34.2K $17.7M
EFV
Msci Eafe Value ETF

ETFs
-48.3K
- 71.75%
$62.79 - $68.42 $3.03M - $3.3M
19K $1.29M
COST
Costco Wholesale Corp

Consumer Defensive
-1.6K
- 8.09%
$915.95 - $994.57 $1.46M - $1.59M
18.1K $16.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-108K
- 40.95%
$26.38 - $27.95 $2.84M - $3.01M
155K $4.24M
DGRO
Ishares Core Dividend Growth E

ETFs
-54.3K
- 15.99%
$64.12 - $68.08 $3.48M - $3.7M
285K $19.4M
IWM
Ishares Russell 2000 ETF

ETFs
-10.6K
- 51.51%
$214.92 - $244.84 $2.27M - $2.59M
9.96K $2.41M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-51.1K
- 34.17%
$42.43 - $45.05 $2.17M - $2.3M
98.4K $4.33M
BRO
Brown & Brown, Inc.

Financial Services
-1.77K
- 1.75%
$90.88 - $108.93 $161K - $193K
99.1K $9.3M
IYW
Ishares Dj Us Tech ETF

ETFs
-11.6K
- 64.03%
$171.38 - $197.01 $1.99M - $2.28M
6.52K $1.28M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-53.9K
- 72.26%
$34.31 - $38.09 $1.85M - $2.05M
20.7K $785K
IVE
Ishares S&P 500 Value ETF

ETFs
-13K
- 12.02%
$194.44 - $206.51 $2.53M - $2.69M
95.2K $19.7M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-6.1K
- 87.75%
$236.25 - $257.69 $1.44M - $1.57M
851 $218K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-22.2K
- 73.6%
$62.54 - $68.42 $1.39M - $1.52M
7.97K $538K
LNG
Cheniere Energy, Inc.

Energy
-4.72K
- 20.24%
$222.68 - $244.28 $1.05M - $1.15M
18.6K $4.37M
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.98K
- 5.36%
$131.78 - $176.09 $261K - $349K
34.9K $4.71M
OEF
Ishares S&P 100 ETF

ETFs
-4.72K
- 53.17%
N/A
4.16K $1.11M
IAU
Ishares Gold Trust

ETFs
-20.9K
- 80.88%
$61.62 - $72.77 $1.29M - $1.52M
4.94K $359K
IBM
International Business Machines Corp

Technology
-2.45K
- 5.6%
$234.77 - $292.47 $574K - $715K
41.2K $11.6M
LLY
Eli Lilly & CO

Healthcare
-1.28K
- 38.35%
$625.65 - $812.69 $798K - $1.04M
2.05K $1.56M
DOV
Dover Corp

Industrials
-1.35K
- 3.43%
$165.59 - $190.9 $224K - $258K
38.1K $6.36M
TXN
Texas Instruments Inc

Technology
-4.43K
- 8.3%
N/A
48.9K $9.52M
EMR
Emerson Electric CO

Industrials
-4.86K
- 5.04%
$128.6 - $149.63 $625K - $727K
91.6K $12M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-9.29K
- 26.87%
$111.77 - $121.28 $1.04M - $1.13M
25.3K $3.05M
GGG
Graco Inc

Industrials
-7.33K
- 5.67%
$82.58 - $88.81 $605K - $651K
122K $10.4M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-232
- 2.33%
$159.87 - $247.68 $37.1K - $57.5K
9.71K $1.73M
ROP
Roper Technologies Inc

Industrials
-259
- 3.65%
$495.03 - $573.0 $128K - $148K
6.85K $3.41M
TSN
Tyson Foods, Inc.

Consumer Defensive
-4.58K
- 2.36%
$52.3 - $57.69 $240K - $264K
189K $10.3M
SPGI
S&P Global Inc.

Financial Services
-291
- 2.83%
$484.94 - $564.15 $141K - $164K
10K $4.87M
APD
Air Products & Chemicals, Inc.

Basic Materials
-882
- 2.73%
$265.78 - $299.3 $234K - $264K
31.5K $8.58M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-5.06K
- 71.56%
$101.12 - $106.18 $511K - $537K
2.01K $207K
EMB
Ishares Tr

ETFs
-5.51K
- 60.41%
$91.52 - $95.59 $504K - $527K
3.61K $343K
AMGN
Amgen Inc

Healthcare
-2.18K
- 5.4%
$271.18 - $309.22 $590K - $673K
38.1K $10.8M
ORCL
Oracle Corp

Technology
-4.5K
- 33.7%
$218.96 - $328.33 $984K - $1.48M
8.85K $2.49M
AVGO
Broadcom Inc.

Technology
-4.04K
- 24.1%
$264.74 - $369.57 $1.07M - $1.49M
12.7K $4.2M
IWP
Ishares Russell Mid Cap Growth

ETFs
-3.04K
- 39.53%
$137.51 - $145.26 $418K - $442K
4.65K $662K
SNPS
Synopsys Inc

Technology
-540
- 9.95%
$387.78 - $645.35 $209K - $348K
4.89K $2.41M
CMF
Ishares California Muni Bond E

ETFs
-6.57K
- 20.4%
$55.16 - $57.13 $362K - $375K
25.6K $1.46M
BOND
Pimco Active Bond Exchange Tra

ETFs
-3.38K
- 59.46%
$90.83 - $93.81 $307K - $317K
2.3K $214K
MA
Mastercard Inc

Financial Services
-792
- 3.65%
$550.18 - $598.96 $436K - $474K
20.9K $11.9M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-10.6K
- 28.82%
$35.42 - $38.65 $375K - $409K
26.1K $993K
NFLX
Netflix Inc

Communication Services
-28
- 1.52%
$1147.87 - $1297.18 $32.1K - $36.3K
1.82K $2.18M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-11.6K
- 33.42%
$23.54 - $23.97 $274K - $279K
23.2K $554K
NKE
Nike, Inc.

Consumer Cyclical
-2.04K
- 2.18%
$69.24 - $79.24 $141K - $162K
91.5K $6.38M
HON
Honeywell International Inc

Industrials
-843
- 24.45%
$207.7 - $240.4 $175K - $203K
2.61K $548K
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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