Wealth Plan Partners, LLC Purchases in Q3 2025

Wealth Plan Partners, LLC

  • $591 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MBB
Ishares Tr

ETFs
2.44K
+ 14.26%
$92.46 - $95.73 $226K - $234K
19.6K $1.86M
AGOX
Starboard Invt Tr

ETFs
1.57K
+ 0.85%
$28.93 - $30.85 $45.3K - $48.3K
185K $5.68M
SHOP
Shopify Inc.

Technology
1.26K
+ 72.18%
$112.11 - $157.12 $141K - $197K
3K $445K
MCK
Mckesson Corp

Healthcare
167
+ 6.01%
$659.01 - $772.54 $110K - $129K
2.95K $2.28M
INTU
Intuit Inc

Technology
350
New
$646.03 - $807.39 $226K - $283K
350 $239K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.58K
+ 1.23%
$26.38 - $27.95 $68K - $72.1K
213K $5.81M
UNP
Union Pacific Corp

Industrials
451
+ 2.18%
$214.91 - $237.16 $96.9K - $107K
21.1K $4.99M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.59K
New
$135.0 - $146.02 $214K - $232K
1.59K $231K
KLAC
Kla Corp

Technology
212
New
$843.9 - $1078.6 $179K - $229K
212 $228K
DELL
Dell Technologies Inc.

Technology
1.57K
New
$120.96 - $141.77 $190K - $222K
1.57K $222K
RPM
Rpm International Inc

Basic Materials
127
+ 0.5%
$110.07 - $128.23 $14K - $16.3K
25.6K $3.01M
NEM
Newmont Corp

Basic Materials
2.6K
New
$57.35 - $85.25 $149K - $221K
2.6K $219K
O
Realty Income Corp

Real Estate
396
+ 0.65%
$56.13 - $60.79 $22.2K - $24.1K
60.9K $3.7M
BMY
Bristol Myers Squibb CO

Healthcare
4.79K
New
$43.31 - $48.98 $207K - $235K
4.79K $215K
HDV
Ishares Core High Dividend ETF

ETFs
1.74K
New
$118.16 - $123.66 $206K - $216K
1.74K $213K
GHC
Graham Holdings CO

Consumer Defensive
178
New
$882.65 - $1184.8 $157K - $211K
178 $209K
FPX
First Trust Us Equity Opportun

ETFs
1.23K
New
$141.57 - $166.21 $175K - $205K
1.23K $204K
NUE
Nucor Corp

Basic Materials
581
+ 2.73%
$133.3 - $150.33 $77.4K - $87.3K
21.8K $2.96M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
1.11K
+ 1.35%
$36.37 - $38.37 $40.3K - $42.5K
82.8K $3.18M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
4.25K
+ 19.97%
$47.36 - $47.65 $201K - $203K
25.5K $1.21M
IGRO
Ishares Tr International Divid

ETFs
1.54K
+ 1.81%
$75.97 - $80.24 $117K - $123K
86.5K $6.89M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
540
+ 1.36%
$81.75 - $88.12 $44.1K - $47.6K
40.3K $3.49M
RSP
Invesco S&P 500 Equal Weight E

ETFs
300
+ 2.21%
$181.56 - $190.33 $54.5K - $57.1K
13.8K $2.63M
GLD
Spdr Gold Trust

ETFs
92
+ 3.6%
$300.96 - $355.47 $27.7K - $32.7K
2.65K $941K
CRWD
Crowd Strike Holdings, Inc.

Technology
379
+ 25.52%
$412.46 - $514.1 $156K - $195K
1.86K $914K
ADP
Automatic Data Processing Inc

Industrials
571
+ 78.22%
$288.69 - $310.94 $165K - $178K
1.3K $381K
BSEP
Innovator U.S. Equity Buffer E

ETFs
665
+ 1.76%
$45.13 - $48.29 $30K - $32.1K
38.4K $1.85M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.59K
+ 12.8%
$50.85 - $51.35 $131K - $133K
22.8K $1.17M
TJX
Tjx Companies Inc

Consumer Cyclical
455
+ 20.63%
$121.35 - $144.54 $55.2K - $65.8K
2.66K $384K
XLE
Energy Sector Spdr

ETFs
1.05K
+ 26.19%
$84.25 - $91.99 $88.8K - $97K
5.08K $453K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.35K
+ 5.52%
$28.92 - $32.19 $39K - $43.5K
25.8K $822K
XLK
Technology Sector Spdr

ETFs
135
+ 5.52%
$250.97 - $282.66 $33.9K - $38.2K
2.58K $727K
AOS
Smith A O Corp

Industrials
158
+ 1.33%
$67.24 - $74.3 $10.6K - $11.7K
12.1K $886K
MAIN
Main Street Capital Corp

Financial Services
49
+ 0.22%
$59.28 - $67.54 $2.9K - $3.31K
22.3K $1.42M
MRK
Merck & Co., Inc.

Healthcare
680
+ 7.45%
$77.6 - $87.37 $52.8K - $59.4K
9.81K $823K
HON
Honeywell International Inc

Industrials
577
+ 58.82%
$207.7 - $240.4 $120K - $139K
1.56K $327K
MA
Mastercard Inc

Financial Services
111
+ 2.24%
$550.18 - $598.96 $61.1K - $66.5K
5.06K $2.88M
VZ
Verizon Communications Inc

Communication Services
992
+ 1.36%
$40.84 - $45.06 $40.5K - $44.7K
73.9K $3.25M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
892
+ 28.2%
$92.18 - $95.14 $82.2K - $84.9K
4.06K $385K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
181
+ 2.32%
$110.74 - $122.12 $20K - $22.1K
7.99K $967K
GE
General Electric CO

Industrials
22
+ 1.16%
$244.75 - $305.63 $5.38K - $6.72K
1.92K $576K
XLF
Financial Sector Spdr

ETFs
428
+ 1.04%
$51.37 - $54.25 $22K - $23.2K
41.7K $2.25M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
874
+ 2.01%
N/A
44.4K $3.81M
EMB
Ishares Tr

ETFs
595
+ 13.66%
$91.52 - $95.59 $54.5K - $56.9K
4.95K $471K
AMZN
Amazon Com Inc

Consumer Cyclical
235
+ 0.39%
$211.65 - $238.24 $49.7K - $56K
60.7K $13.3M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
127
+ 2.54%
$79.39 - $90.39 $10.1K - $11.5K
5.12K $453K
USB
Us Bancorp \De\

Financial Services
254
+ 2.03%
$43.94 - $50.41 $11.2K - $12.8K
12.8K $617K
META
Meta Platforms, Inc.

Communication Services
92
+ 1.49%
$695.21 - $791.73 $64K - $72.8K
6.28K $4.61M
QCOM
Qualcomm Inc

Technology
144
+ 5.58%
$145.84 - $173.55 $21K - $25K
2.72K $453K
Activity Summary
Buys All Purchases 163 New Holdings 19 Increased Positions 144 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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