Wealth Plan Investment Management, LLC Purchases in Q4 2024

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
770
+ 2.27%
$53.0 - $55.5 $40.8K - $42.7K
34.7K $1.84M
ETN
Eaton Corp PLC

Industrials
21
+ 2.64%
$326.96 - $377.52 $6.87K - $7.93K
817 $271K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
40
+ 2.09%
$126.68 - $134.74 $5.07K - $5.39K
1.95K $248K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
217
+ 3.82%
$51.09 - $55.27 $11.1K - $12K
5.9K $301K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
1.06K
+ 3.23%
$43.6 - $47.2 $46.4K - $50.2K
34K $1.49M
First Tr Exchng Traded Fd Vi
18.5K
New
N/A
18.5K $0
Fidelity Wise Origin Bitcoin
3.2K
+ 57.79%
N/A
8.73K $0
Super Micro Computer Inc
7.14K
New
N/A
7.14K $0
First Tr Exchng Traded Fd Vi
18.5K
New
N/A
18.5K $0
Ea Series Trust
1.04K
+ 2.91%
N/A
36.9K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
15.8K
New
N/A
15.8K $0
Bunge Global Sa
3.05K
New
N/A
3.05K $0
VUSB
Vanguard Bd Index Fds
25.2K
New
N/A
25.2K $0
AZAO
Aim ETF Prods Trallianzim U S

ETFs
175K
New
N/A
175K $0
Ge Vernova Inc
6
+ 0.71%
N/A
850 $0
Global X Fds
78.3K
New
N/A
78.3K $0
Grayscale Bitcoin Mini Tr Et
6.49K
New
N/A
6.49K $0
J P Morgan Exchange Traded F
101K
+ 87.43%
N/A
216K $0
Listed Fd Tr
4.6K
New
N/A
4.6K $0
John Hancock Exchange Traded
2.16K
+ 5.36%
N/A
42.5K $0
Perspective Therapeutics Inc
61.8K
+ 18.2%
N/A
401K $0
PFL
Pimco Income Strategy Fund

Financial Services
374
+ 2.29%
$8.27 - $8.77 $3.09K - $3.28K
16.7K $140K
SFLR
Innovator Etfs Tr Equity Manag
1.22K
+ 6.49%
N/A
20K $0
Innovator Etfs Trust
22.2K
New
N/A
22.2K $0
Life360 Inc
247
+ 2.53%
N/A
9.99K $0
WPC
W. P. Carey Inc.

Real Estate
1.17K
+ 13.32%
$53.44 - $61.33 $62.3K - $71.4K
9.91K $539K
EMB
Ishares Tr

ETFs
52
+ 1.95%
$88.94 - $93.46 $4.62K - $4.86K
2.71K $241K
LECO
Lincoln Electric Holdings Inc

Industrials
943
+ 2.3%
$187.47 - $219.94 $177K - $207K
41.9K $7.85M
ADBE
Adobe Inc.

Technology
888
+ 16.06%
$437.39 - $552.96 $388K - $491K
6.42K $2.85M
BP
Bp PLC

Energy
85
+ 1.05%
$28.16 - $33.14 $2.39K - $2.82K
8.15K $240K
LEAD
Siren Divcon Leaders Dividend

ETFs
30
+ 0.56%
$66.53 - $71.39 $2K - $2.14K
5.43K $361K
TSN
Tyson Foods, Inc.

Consumer Defensive
82
+ 0.82%
$57.14 - $64.54 $4.69K - $5.29K
10.1K $577K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
155
+ 1.84%
$38.37 - $42.82 $5.95K - $6.64K
8.56K $328K
TGT
Target Corp

Consumer Defensive
156
+ 7.36%
$121.59 - $160.69 $19K - $25.1K
2.28K $307K
DNL
Wiswisdomtree Tr

ETFs
1.29K
+ 5.68%
$35.98 - $39.39 $46.3K - $50.7K
24K $861K
AEP
American Electric Power CO Inc

Utilities
47
+ 0.98%
$90.91 - $102.21 $4.27K - $4.8K
4.85K $447K
MDLZ
Mondelez International, Inc.

Consumer Defensive
90
+ 2.12%
$59.25 - $72.99 $5.33K - $6.57K
4.34K $258K
AVEM
American Centy ETF Tr Avantis

ETFs
9.07K
+ 8.92%
$58.59 - $66.14 $531K - $600K
111K $6.51M
INTC
Intel Corp

Technology
2.06K
+ 3.25%
$19.07 - $26.23 $39.2K - $53.9K
65.2K $1.31M
IGRO
Ishares Tr International Divid

ETFs
6.24K
+ 6.76%
$67.76 - $74.48 $423K - $465K
98.5K $6.69M
MSFT
Microsoft Corp

Technology
43
+ 0.18%
$406.35 - $454.46 $17.5K - $19.5K
24.6K $10.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
241
+ 6.07%
$501.29 - $612.85 $121K - $148K
4.21K $2.19M
FMC
Fmc Corp

Basic Materials
3.5K
+ 10.17%
$47.86 - $66.62 $168K - $233K
37.9K $1.84M
AZN
Astrazeneca PLC

Healthcare
4.03K
+ 4.77%
$63.2 - $79.58 $254K - $320K
88.4K $5.79M
ABBV
Abb Vie Inc.

Healthcare
158
+ 0.22%
$164.99 - $203.87 $26.1K - $32.2K
72.3K $12.9M
LMT
Lockheed Martin Corp

Industrials
213
+ 1.38%
$479.66 - $614.62 $102K - $131K
15.7K $7.62M
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
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