Wealth Plan Investment Management, LLC Purchases in Q3 2024

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
1.51K
+ 89.16%
$730.87 - $937.36 $1.11M - $1.42M
3.21K $2.87M
GGG
Graco Inc

Industrials
6.17K
+ 5.23%
$77.82 - $87.64 $480K - $541K
124K $10.9M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
33K
New
$40.6 - $45.07 $1.34M - $1.49M
33K $1.49M
INTC
Intel Corp

Technology
63.2K
New
$18.9 - $34.87 $1.19M - $2.2M
63.2K $1.48M
SNPS
Synopsys Inc

Technology
2.81K
New
$463.97 - $621.3 $1.3M - $1.74M
2.81K $1.42M
AVEM
American Centy ETF Tr Avantis

ETFs
15.9K
+ 18.55%
$57.2 - $65.59 $909K - $1.04M
102K $6.56M
NKE
Nike, Inc.

Consumer Cyclical
3.77K
+ 5.11%
$71.09 - $89.44 $268K - $337K
77.5K $6.84M
PEP
Pepsico Inc

Consumer Defensive
5.3K
+ 7.29%
$161.9 - $179.3 $857K - $950K
77.9K $13.2M
OXY
Occidental Petroleum Corp

Energy
23.7K
New
$49.91 - $63.73 $1.18M - $1.51M
23.7K $1.22M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
20.7K
New
$49.83 - $62.75 $1.03M - $1.3M
20.7K $1.19M
IWN
Ishares Russell2000 Val ETF

ETFs
6.87K
New
$150.05 - $171.34 $1.03M - $1.18M
6.87K $1.15M
JPM
Jpmorgan Chase & CO

Financial Services
4.39K
+ 17.62%
$194.9 - $224.8 $856K - $988K
29.3K $6.18M
IGRO
Ishares Tr International Divid

ETFs
6.65K
+ 7.78%
$66.7 - $75.25 $444K - $501K
92.2K $6.88M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
56.6K
New
$13.65 - $23.25 $772K - $1.32M
56.6K $1.04M
NUE
Nucor Corp

Basic Materials
9.88K
+ 16.48%
$137.77 - $166.14 $1.36M - $1.64M
69.9K $10.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.23K
+ 44.94%
$531.86 - $624.21 $655K - $768K
3.97K $2.46M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
8.57K
New
$95.1 - $106.76 $815K - $915K
8.57K $915K
FMC
Fmc Corp

Basic Materials
10.4K
+ 43.46%
$54.54 - $66.06 $569K - $689K
34.4K $2.27M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
9.35K
+ 9.42%
$53.41 - $57.9 $499K - $541K
109K $6.28M
KO
Coca Cola CO

Consumer Defensive
11.3K
+ 221.5%
$62.69 - $73.01 $709K - $826K
16.4K $1.18M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
16.6K
+ 4.6%
$28.1 - $29.89 $466K - $495K
377K $11.3M
LNG
Cheniere Energy, Inc.

Energy
4.26K
+ 36.88%
$172.24 - $186.09 $734K - $793K
15.8K $2.85M
MSFT
Microsoft Corp

Technology
2.68K
+ 12.28%
$395.15 - $467.56 $1.06M - $1.25M
24.5K $10.6M
VIG
Vanguard Dividend Appreciation

ETFs
4.27K
New
$182.15 - $182.15 $777K - $777K
4.27K $776K
GPC
Genuine Parts CO

Consumer Cyclical
4.84K
+ 7.31%
$131.04 - $147.11 $634K - $711K
70.9K $9.91M
PRF
Invesco Exchange Traded Fd Tr

ETFs
18.8K
New
$37.33 - $40.63 $702K - $764K
18.8K $764K
BAC
Bank Of America Corp

Financial Services
19K
+ 116.98%
$36.65 - $44.13 $697K - $839K
35.3K $1.4M
ROP
Roper Technologies Inc

Industrials
1.39K
+ 38.6%
$515.25 - $576.55 $715K - $800K
4.98K $2.77M
REET
Ishares Global Reit ETF

ETFs
26.1K
New
$23.07 - $27.17 $601K - $708K
26.1K $695K
AGOX
Starboard Invt Tr

ETFs
16.8K
+ 8.27%
$26.6 - $29.57 $447K - $496K
220K $6.34M
DOV
Dover Corp

Industrials
1.51K
+ 4.41%
$172.5 - $193.03 $261K - $292K
35.8K $6.87M
CVX
Chevron Corp

Energy
8.8K
+ 12.63%
$137.88 - $161.97 $1.21M - $1.42M
78.4K $11.5M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.37K
New
$460.0 - $505.78 $628K - $691K
1.37K $635K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
9.07K
New
$63.28 - $70.06 $574K - $635K
9.07K $635K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
26K
New
$23.04 - $24.06 $598K - $625K
26K $624K
ADBE
Adobe Inc.

Technology
1.41K
+ 34.37%
$508.13 - $586.55 $718K - $829K
5.53K $2.86M
VRT
Vertiv Holdings CO

Industrials
6.48K
New
$86.66 - $86.66 $561K - $561K
6.48K $561K
HEQT
Simplify Exchange Traded Fds H
4.05K
+ 1.13%
$26.73 - $28.88 $108K - $117K
364K $10.5M
PLTR
Palantir Technologies Inc.

Technology
14.6K
New
$24.09 - $37.95 $352K - $554K
14.6K $543K
EMR
Emerson Electric CO

Industrials
5.35K
+ 8.19%
$98.19 - $118.87 $525K - $636K
70.6K $7.73M
MCD
Mcdonalds Corp

Consumer Cyclical
1.27K
+ 54.5%
$245.82 - $304.51 $312K - $387K
3.6K $1.1M
TXN
Texas Instruments Inc

Technology
2.42K
+ 4.91%
$194.6 - $194.6 $471K - $471K
51.7K $10.1M
BKE
Buckle Inc

Consumer Cyclical
10.8K
New
$35.9 - $44.62 $386K - $480K
10.8K $473K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
4.3K
+ 8.38%
$69.59 - $79.2 $299K - $340K
55.6K $4.28M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.47K
+ 28.21%
$75.88 - $83.21 $339K - $372K
20.3K $1.69M
VMI
Valmont Industries Inc

Industrials
266
+ 1.1%
$260.22 - $302.59 $69.2K - $80.5K
24.4K $7.07M
FTLS
First Tr Long/Short Equity ETF

ETFs
5.12K
+ 4.08%
$60.73 - $63.8 $311K - $327K
131K $8.29M
SPYG
Spdr Portfolio

ETFs
3.75K
+ 8.59%
$73.38 - $84.1 $275K - $315K
47.4K $3.93M
RPV
Invesco Exchange Traded Fd Tr

ETFs
4.87K
New
$82.04 - $89.49 $400K - $436K
4.87K $433K
Activity Summary
Buys All Purchases 200 New Holdings 79 Increased Positions 121 Sells All Sells 33 Reductions 33 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