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
VUG
Vanguard Growth ETF

ETFs
24
+ 3.15%
$433.97 - $484.08 $10.4K - $11.6K
786 $376K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
1.17K
+ 0.9%
$25.39 - $25.57 $29.7K - $29.9K
132K $3.37M
CSM
Proshares Large Cap Core Plus

ETFs
3
+ 0.05%
$70.54 - $76.83 $212 - $230
6.13K $469K
WPC
W. P. Carey Inc.

Real Estate
3
+ 0.04%
$61.29 - $68.7 $184 - $206
6.98K $471K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
68
+ 0.81%
$42.26 - $47.16 $2.87K - $3.21K
8.49K $393K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
146
+ 2.53%
$78.88 - $85.2 $11.5K - $12.4K
5.91K $492K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
228
+ 5.82%
$81.61 - $86.58 $18.6K - $19.7K
4.14K $353K
PAUG
Innovator U.S. Equity Power Bu

ETFs
394
+ 5.08%
$40.45 - $42.49 $15.9K - $16.7K
8.15K $346K
RDVY
First Trust Rising Dividend Ac

ETFs
38
+ 0.57%
$62.38 - $67.29 $2.37K - $2.56K
6.73K $452K
KO
Coca Cola CO

Consumer Defensive
810
+ 16.18%
$65.67 - $71.67 $53.2K - $58.1K
5.82K $385K
NKE
Nike, Inc.

Consumer Cyclical
989
+ 3.2%
$69.24 - $79.24 $68.5K - $78.4K
31.9K $2.23M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
25
+ 0.45%
$87.07 - $93.06 $2.18K - $2.33K
5.54K $507K
TXN
Texas Instruments Inc

Technology
143
+ 0.84%
N/A
17.2K $3.34M
FNDF
Schwab Fundamental Intl Large

ETFs
93
+ 1.41%
$39.84 - $43.15 $3.71K - $4.01K
6.69K $287K
NFLX
Netflix Inc

Communication Services
70
+ 15.8%
$1147.87 - $1297.18 $80.4K - $90.8K
513 $615K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
70
+ 2.71%
$87.69 - $96.0 $6.14K - $6.72K
2.66K $250K
SNPS
Synopsys Inc

Technology
100
+ 6.39%
$387.78 - $645.35 $38.8K - $64.5K
1.66K $821K
VTV
Vanguard Value ETF

ETFs
25
+ 1.57%
$175.51 - $186.57 $4.39K - $4.66K
1.62K $301K
FVD
First Tr Value Line Divid Inde

ETFs
160
+ 2.47%
$44.73 - $46.86 $7.16K - $7.5K
6.65K $307K
SPMD
Spdr Portfolio

ETFs
18
+ 0.35%
$54.43 - $58.29 $980 - $1.05K
5.23K $299K
VEA
Vanguard Ftse Developed Market

ETFs
14
+ 0.27%
$56.02 - $60.3 $784 - $844
5.15K $308K
GGG
Graco Inc

Industrials
544
+ 1.39%
$82.58 - $88.81 $44.9K - $48.3K
39.7K $3.37M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
72
+ 2.5%
$78.96 - $80.04 $5.69K - $5.76K
2.96K $236K
CSCO
Cisco Systems, Inc.

Technology
119
+ 2.95%
$66.2 - $71.79 $7.88K - $8.54K
4.16K $284K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
1.49K
+ 0.99%
$24.02 - $24.28 $35.8K - $36.2K
152K $3.65M
First Tr Exchng Traded Fd Vi
6.6K
+ 10.08%
N/A
72.1K $0
T Rowe Price ETF Inc
2.29K
+ 3.04%
N/A
77.6K $0
Valued Advisers Tr
1.74K
+ 1.42%
N/A
124K $0
Aim ETF Products Trust
73.3K
+ 1125.27%
N/A
79.8K $0
HIGH
Simplify Exchange Traded Fds E
667
+ 0.62%
N/A
108K $0
STRV
Ea Ser Tr Strive 500 ETF
9.88K
+ 14.41%
N/A
78.4K $0
Ea Series Trust
57
+ 0.05%
N/A
115K $0
Veralto Corp
368
+ 3.61%
N/A
10.6K $0
STXG
Ea Ser Tr Strive 1000 Growth E
7.28K
+ 5.75%
N/A
134K $0
STXV
Ea Ser Tr Strive 1000 Value Et
8.18K
+ 4.59%
N/A
187K $0
Pgim Rock ETF Tr
460
+ 4.74%
N/A
10.2K $0
Blackrock ETF Trust
26.8K
+ 159.65%
N/A
43.6K $0
Neos ETF Trust
1.6K
+ 31.05%
N/A
6.73K $0
LNG
Cheniere Energy, Inc.

Energy
141
+ 3.62%
$222.68 - $244.28 $31.4K - $34.4K
4.04K $949K
Blackrock ETF Trust
1.4K
+ 4.13%
N/A
35.4K $0
J P Morgan Exchange Traded F
2.82K
+ 2.49%
N/A
116K $0
Pgim ETF Tr
93.5K
+ 52.3%
N/A
272K $0
STXK
Ea Ser Tr Strive 2000 ETF
93
+ 0.1%
N/A
89.3K $0
Innovator Etfs Trust
61K
New
N/A
61K $0
Ge Vernova Inc
1.17K
New
N/A
1.17K $0
Ea Series Trust
27
+ 0.1%
N/A
26.5K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
6.06K
+ 12.25%
N/A
55.5K $0
Blackrock ETF Trust Ii
3.41K
+ 14.72%
N/A
26.6K $0
Global X Fds
8.35K
New
N/A
8.35K $0
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
Track This Portfolio

Track Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, 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 Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email