Wealth Plan Investment Management, LLC Purchases in Q2 2024

Wealth Plan Investment Management, LLC

  • $614 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
28.9K
+ 657.03%
$262.75 - $319.31 $7.59M - $9.23M
33.3K $10.4M
HRL
Hormel Foods Corp

Consumer Defensive
291K
New
$30.22 - $36.77 $8.78M - $10.7M
291K $8.86M
PAPR
Innovator U.S. Equity Power Bu

ETFs
226K
New
$32.62 - $34.69 $7.37M - $7.84M
226K $7.84M
EMR
Emerson Electric CO

Industrials
65.3K
New
$105.97 - $115.59 $6.92M - $7.55M
65.3K $7.19M
BJUN
Innovator U.S. Equity Buffer E

ETFs
160K
New
$37.03 - $39.13 $5.91M - $6.24M
160K $6.24M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
139K
New
$42.92 - $44.74 $5.97M - $6.22M
139K $6.21M
DOV
Dover Corp

Industrials
34.3K
New
$168.61 - $187.55 $5.79M - $6.44M
34.3K $6.19M
NVDA
Nvidia Corp

Technology
43.4K
+ 1489.98%
$118.11 - $1224.4 $5.13M - $53.2M
46.3K $5.72M
GOOG
Alphabet Inc.

Communication Services
1.89K
+ 2.37%
$151.94 - $186.86 $287K - $353K
81.7K $15M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
98.2K
New
$24.22 - $24.49 $2.38M - $2.4M
98.2K $2.4M
COST
Costco Wholesale Corp

Consumer Defensive
39
+ 0.28%
$704.88 - $870.75 $27.5K - $34K
14K $11.9M
RPM
Rpm International Inc

Basic Materials
21.6K
+ 35.39%
$106.57 - $118.52 $2.3M - $2.56M
82.7K $8.91M
VMI
Valmont Industries Inc

Industrials
35
+ 0.15%
$204.8 - $276.46 $7.17K - $9.68K
24.1K $6.62M
NVS
Novartis Ag

Healthcare
9.39K
New
$92.57 - $107.37 $870K - $1.01M
9.39K $1M
LNG
Cheniere Energy, Inc.

Energy
4.89K
+ 73.15%
$153.87 - $174.83 $752K - $854K
11.6K $2.02M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.93K
+ 65.29%
$100.13 - $100.67 $694K - $698K
17.5K $1.77M
MSFT
Microsoft Corp

Technology
225
+ 1.04%
$389.33 - $452.85 $87.6K - $102K
21.8K $9.76M
AMZN
Amazon Com Inc

Consumer Cyclical
255
+ 0.54%
$173.67 - $197.85 $44.3K - $50.5K
47.2K $9.12M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.01%
$150.53 - $185.41 $151 - $185
19.2K $3.49M
VTI
Vanguard Total Stock Market Et

ETFs
1.25K
+ 4.49%
$245.23 - $269.4 $306K - $336K
29.1K $7.78M
CLOI
Vaneck ETF Tr

ETFs
9.77K
+ 4.85%
$52.56 - $52.96 $513K - $517K
211K $11.2M
AGOX
Starboard Invt Tr

ETFs
2.53K
+ 1.26%
$24.02 - $28.43 $60.7K - $71.8K
203K $5.66M
SEMI
Columbia ETF Tr I Seligman Sem

ETFs
8.64K
+ 6.81%
$22.57 - $28.53 $195K - $246K
135K $3.7M
SPYG
Spdr Portfolio

ETFs
1.54K
+ 3.66%
$68.71 - $80.95 $106K - $125K
43.6K $3.49M
SPY
Spdr S&P 500 ETF Trust

ETFs
547
+ 22.62%
$495.16 - $548.49 $271K - $300K
2.97K $1.61M
PM
Philip Morris International Inc.

Consumer Defensive
3.44K
New
$88.6 - $104.24 $305K - $359K
3.44K $348K
JPM
Jpmorgan Chase & CO

Financial Services
1.4K
+ 5.96%
$180.08 - $204.79 $253K - $287K
24.9K $5.04M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
11.1K
+ 2.28%
$25.36 - $25.52 $281K - $283K
498K $12.7M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
1.97K
+ 3.99%
$67.37 - $76.12 $133K - $150K
51.3K $3.83M
PFE
Pfizer Inc

Healthcare
9.33K
+ 14.91%
$25.26 - $29.6 $236K - $276K
71.9K $2.01M
CSR
Centerspace

Real Estate
4K
New
$55.48 - $70.93 $222K - $283K
4K $270K
MKL
Markel Corp

Financial Services
159
+ 67.95%
$1423.66 - $1663.21 $226K - $264K
393 $619K
SIVR
Abrdn Silver ETF Trust

ETFs
9.36K
New
$23.91 - $30.63 $224K - $287K
9.36K $260K
DHR
Danaher Corp

Healthcare
1.03K
+ 5.27%
$235.51 - $267.98 $243K - $276K
20.6K $5.15M
LMT
Lockheed Martin Corp

Industrials
247
+ 2.13%
$447.57 - $471.51 $111K - $116K
11.8K $5.53M
LLY
Eli Lilly & CO

Healthcare
2
+ 0.1%
$724.87 - $909.04 $1.45K - $1.82K
1.99K $1.81M
VZ
Verizon Communications Inc

Communication Services
9.25K
+ 4.46%
$38.6 - $42.84 $357K - $396K
217K $8.93M
ADBE
Adobe Inc.

Technology
20
+ 0.49%
$439.02 - $555.54 $8.78K - $11.1K
4.11K $2.29M
XLK
Technology Sector Spdr

ETFs
954
New
$192.53 - $231.41 $184K - $221K
954 $215K
GE
General Electric CO

Industrials
1.26K
New
$136.47 - $175.36 $172K - $221K
1.26K $200K
SPGI
S&P Global Inc.

Financial Services
173
+ 3.33%
$408.56 - $448.91 $70.7K - $77.7K
5.37K $2.39M
IGRO
Ishares Tr International Divid

ETFs
2.05K
+ 2.46%
$64.14 - $69.66 $132K - $143K
85.6K $5.77M
DGRO
Ishares Core Dividend Growth E

ETFs
2.74K
+ 2.85%
$55.23 - $58.55 $151K - $160K
99K $5.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
174
+ 21.64%
$414.65 - $485.21 $72.1K - $84.4K
978 $468K
XOM
Exxon Mobil Corp

Energy
942
+ 6.43%
$108.36 - $122.2 $102K - $115K
15.6K $1.79M
QCOM
Qualcomm Inc

Technology
202
+ 11.85%
$157.63 - $227.09 $31.8K - $45.9K
1.91K $379K
NOW
Service Now, Inc.

Technology
62
+ 3.79%
$643.29 - $786.67 $39.9K - $48.8K
1.7K $1.34M
SGOL
Abrdn Gold ETF Trust

ETFs
2.4K
+ 13.65%
$21.45 - $23.19 $51.5K - $55.7K
20K $444K
ROP
Roper Technologies Inc

Industrials
95
+ 2.71%
$510.82 - $563.66 $48.5K - $53.5K
3.6K $2.03M
Activity Summary
Buys All Purchases 99 New Holdings 18 Increased Positions 81 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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