Wealth Plan Investment Management, LLC Sells in Q4 2024

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
-373
- 5.14%
$59.93 - $86.34 $22.4K - $32.2K
6.88K $415K
F
Ford Motor CO

Consumer Cyclical
-10.4K
- 30.42%
$9.69 - $11.4 $100K - $118K
23.7K $234K
SEMI
Columbia ETF Tr I Seligman Sem

ETFs
-4.21K
- 3.1%
$24.33 - $27.31 $102K - $115K
132K $3.38M
BX
Blackstone Inc.

Financial Services
-3.59K
- 13.7%
$148.45 - $199.05 $533K - $715K
22.6K $3.9M
NVDA
Nvidia Corp

Technology
-9.52K
- 10.4%
$117.0 - $148.88 $1.11M - $1.42M
82K $11M
SCHW
Schwab Charles Corp

Financial Services
-1.93K
- 35.56%
$63.31 - $82.85 $122K - $159K
3.49K $258K
REET
Ishares Global Reit ETF

ETFs
-853
- 3.27%
$23.43 - $26.54 $20K - $22.6K
25.2K $603K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-5.61K
- 27.2%
$11.42 - $12.5 $64K - $70.1K
15K $172K
NEAR
Blackrock Short Maturity Bond

ETFs
-979
- 2.96%
$50.28 - $51.08 $49.2K - $50K
32.1K $1.62M
XYL
Xylem Inc.

Industrials
-40
- 1.16%
$116.02 - $137.45 $4.64K - $5.5K
3.4K $394K
CMCSA
Comcast Corp

Communication Services
-724
- 7.89%
$37.39 - $45.14 $27.1K - $32.7K
8.45K $317K
MDT
Medtronic PLC

Healthcare
-333
- 9.62%
$79.61 - $92.24 $26.5K - $30.7K
3.13K $249K
GLD
Spdr Gold Trust

ETFs
-235
- 20.65%
$236.59 - $257.5 $55.6K - $60.5K
903 $218K
MCD
Mcdonalds Corp

Consumer Cyclical
-5
- 0.14%
$288.47 - $316.54 $1.44K - $1.58K
3.6K $1.04M
PM
Philip Morris International Inc.

Consumer Defensive
-421
- 11.47%
$118.38 - $133.06 $49.8K - $56K
3.25K $391K
MO
Altria Group, Inc.

Consumer Defensive
-1.13K
- 16.34%
$49.06 - $57.74 $55.5K - $65.3K
5.79K $302K
BA
Boeing CO

Industrials
-811
- 21.95%
$138.14 - $180.72 $112K - $147K
2.88K $510K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-150
- 14.82%
$238.25 - $261.28 $35.7K - $39.2K
862 $208K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-202
- 2.03%
$31.31 - $35.01 $6.32K - $7.07K
9.77K $305K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-1.25K
- 9.44%
$35.94 - $36.85 $45.1K - $46.2K
12K $442K
CSR
Centerspace

Real Estate
-201
- 4.57%
$64.75 - $75.02 $13K - $15.1K
4.19K $277K
BSX
Boston Scientific Corp

Healthcare
-526
- 17.63%
$83.62 - $91.5 $44K - $48.1K
2.46K $219K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-550
- 2.92%
$40.15 - $42.9 $22.1K - $23.6K
18.3K $736K
VEU
Vanguard Ftse All World Ex Us

ETFs
-2
- 0.04%
$57.29 - $63.1 $115 - $126
4.96K $284K
ABT
Abbott Laboratories

Healthcare
-184
- 3.93%
$111.93 - $119.39 $20.6K - $22K
4.49K $508K
V
Visa Inc.

Financial Services
-337
- 16.54%
$273.87 - $320.91 $92.3K - $108K
1.7K $537K
BOND
Pimco Active Bond Exchange Tra

ETFs
-61
- 1.76%
$90.42 - $94.5 $5.52K - $5.76K
3.41K $308K
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
-247
- 4.0%
$37.25 - $39.23 $9.2K - $9.69K
5.92K $220K
SYY
Sysco Corp

Consumer Defensive
-67
- 2.03%
$73.63 - $81.77 $4.93K - $5.48K
3.23K $247K
SQFT
Presidio Property Trust, Inc.

Real Estate
-5.25K
- 26.03%
$0.49 - $0.87 $2.57K - $4.57K
14.9K $11K
HON
Honeywell International Inc

Industrials
-199
- 8.94%
$202.84 - $236.0 $40.4K - $47K
2.03K $457K
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-5.2K
- 26.15%
N/A
14.7K $0
Veralto Corp
-1.82K
- 6.89%
N/A
24.5K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
-4.52K
- 33.78%
N/A
8.85K $0
Valued Advisers Tr
-2.17K
- 0.58%
N/A
369K $0
FSCO
Fs Cr Opportunities Corp Com
-22.5K
- 13.17%
N/A
148K $0
HIGH
Simplify Exchange Traded Fds E
-44.1K
- 8.14%
N/A
498K $0
Presidio Ppty Tr Inc
-5.25K
- 26.03%
N/A
14.9K $0
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-25
- 0.46%
$62.09 - $82.32 $1.55K - $2.06K
5.45K $364K
ADP
Automatic Data Processing Inc

Industrials
-104
- 3.86%
$280.08 - $307.97 $29.1K - $32K
2.59K $757K
GM
General Motors CO

Consumer Cyclical
-476
- 8.1%
$44.82 - $60.2 $21.3K - $28.7K
5.4K $287K
NOW
Service Now, Inc.

Technology
-372
- 11.58%
$867.18 - $1148.42 $323K - $427K
2.84K $3.01M
NFLX
Netflix Inc

Communication Services
-56
- 3.06%
$687.65 - $936.56 $38.5K - $52.4K
1.77K $1.58M
WMT
Walmart Inc.

Consumer Defensive
-18.7K
- 8.94%
$79.1 - $95.7 $1.48M - $1.79M
190K $17.2M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-329
- 1.01%
$47.29 - $84.74 $15.6K - $27.9K
32.2K $2.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-637
- 6.63%
$213.65 - $479.86 $136K - $306K
8.97K $3.62M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.36K
- 3.47%
$180.88 - $232.93 $427K - $550K
65.7K $14.4M
Activity Summary
Buys All Purchases 147 New Holdings 42 Increased Positions 105 Sells All Sells 98 Reductions 98 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