Wealth Plan Partners, LLC Incresed Positions in Q3 2025

Wealth Plan Partners, LLC

  • $591 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
Blackrock ETF Trust Ii
3.41K
+ 14.72%
N/A
26.6K $0
First Tr Exchng Traded Fd Vi
6.6K
+ 10.08%
N/A
72.1K $0
STXK
Ea Ser Tr Strive 2000 ETF
93
+ 0.1%
N/A
89.3K $0
STXV
Ea Ser Tr Strive 1000 Value Et
8.18K
+ 4.59%
N/A
187K $0
Valued Advisers Tr
1.74K
+ 1.42%
N/A
124K $0
Neos ETF Trust
1.6K
+ 31.05%
N/A
6.73K $0
J P Morgan Exchange Traded F
2.82K
+ 2.49%
N/A
116K $0
Veralto Corp
368
+ 3.61%
N/A
10.6K $0
Aim ETF Products Trust
73.3K
+ 1125.27%
N/A
79.8K $0
STXG
Ea Ser Tr Strive 1000 Growth E
7.28K
+ 5.75%
N/A
134K $0
LNG
Cheniere Energy, Inc.

Energy
141
+ 3.62%
$222.68 - $244.28 $31.4K - $34.4K
4.04K $949K
Pgim Rock ETF Tr
460
+ 4.74%
N/A
10.2K $0
Ea Series Trust
27
+ 0.1%
N/A
26.5K $0
Pgim ETF Tr
93.5K
+ 52.3%
N/A
272K $0
STRV
Ea Ser Tr Strive 500 ETF
9.88K
+ 14.41%
N/A
78.4K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
6.06K
+ 12.25%
N/A
55.5K $0
HIGH
Simplify Exchange Traded Fds E
667
+ 0.62%
N/A
108K $0
Blackrock ETF Trust
1.4K
+ 4.13%
N/A
35.4K $0
Blackrock ETF Trust
26.8K
+ 159.65%
N/A
43.6K $0
Ea Series Trust
57
+ 0.05%
N/A
115K $0
PSA
Public Storage

Real Estate
7
+ 0.38%
$271.94 - $298.09 $1.9K - $2.09K
1.85K $534K
ROP
Roper Technologies Inc

Industrials
176
+ 11.38%
$495.03 - $573.0 $87.1K - $101K
1.72K $859K
AMP
Ameriprise Financial Inc

Financial Services
27
+ 3.38%
$486.13 - $544.55 $13.1K - $14.7K
827 $406K
SPGI
S&P Global Inc.

Financial Services
126
+ 6.13%
$484.94 - $564.15 $61.1K - $71.1K
2.18K $1.06M
SUN
Sunoco LP

Energy
12
+ 0.17%
$48.42 - $55.31 $581 - $664
7.23K $361K
PM
Philip Morris International Inc.

Consumer Defensive
31
+ 2.05%
$157.77 - $183.27 $4.89K - $5.68K
1.54K $250K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
687
+ 26.42%
$159.87 - $247.68 $110K - $170K
3.29K $584K
V
Visa Inc.

Financial Services
27
+ 0.85%
$332.09 - $358.86 $8.97K - $9.69K
3.2K $1.09M
APD
Air Products & Chemicals, Inc.

Basic Materials
114
+ 1.22%
$265.78 - $299.3 $30.3K - $34.1K
9.44K $2.57M
NOW
Service Now, Inc.

Technology
30
+ 3.79%
$850.86 - $1044.69 $25.5K - $31.3K
822 $756K
STZ
Constellation Brands, Inc.

Consumer Defensive
902
+ 11.61%
$131.78 - $176.09 $119K - $159K
8.67K $1.17M
DOV
Dover Corp

Industrials
414
+ 3.46%
$165.59 - $190.9 $68.6K - $79K
12.4K $2.07M
BRO
Brown & Brown, Inc.

Financial Services
879
+ 2.46%
$90.88 - $108.93 $79.9K - $95.7K
36.6K $3.43M
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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