Wealth Plan Partners, LLC Reduced Holdings in Q3 2025

Wealth Plan Partners, LLC

  • $591 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-41.8K
- 18.16%
$55.15 - $58.11 $2.31M - $2.43M
189K $10.8M
IBM
International Business Machines Corp

Technology
-957
- 5.93%
$234.77 - $292.47 $225K - $280K
15.2K $4.29M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-9.13K
- 14.9%
$45.6 - $46.92 $416K - $429K
52.2K $2.44M
DE
Deere & CO

Industrials
-408
- 16.51%
$457.26 - $524.37 $187K - $214K
2.06K $943K
EFV
Msci Eafe Value ETF

ETFs
-7.36K
- 16.26%
$62.79 - $68.42 $462K - $504K
37.9K $2.57M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-1.46K
- 5.64%
$122.0 - $138.74 $178K - $202K
24.4K $3.09M
IEMG
Ishares Inc

ETFs
-4.11K
- 10.64%
N/A
34.5K $1.85M
EMR
Emerson Electric CO

Industrials
-1.06K
- 3.38%
$128.6 - $149.63 $136K - $158K
30.2K $3.96M
FSK
Fs Kkr Capital Corp

Financial Services
-4.53K
- 30.12%
$14.93 - $22.48 $67.7K - $102K
10.5K $157K
CLOI
Vaneck ETF Tr

ETFs
-3.38K
- 2.03%
$52.8 - $53.1 $178K - $179K
163K $8.64M
ABT
Abbott Laboratories

Healthcare
-914
- 15.94%
$120.51 - $136.62 $110K - $125K
4.82K $645K
XLV
Select Sector Spdr Fund Health

ETFs
-1.36K
- 8.31%
$129.01 - $139.72 $175K - $190K
15K $2.09M
PULS
Pgim ETF Tr

ETFs
-2.01K
- 30.74%
$49.58 - $49.83 $99.7K - $100K
4.53K $225K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-768
- 18.52%
$96.22 - $98.19 $73.9K - $75.4K
3.38K $331K
HRL
Hormel Foods Corp

Consumer Defensive
-18
- 0.17%
$24.31 - $31.54 $438 - $568
10.6K $262K
MCD
Mcdonalds Corp

Consumer Cyclical
-278
- 11.72%
$291.67 - $316.99 $81.1K - $88.1K
2.09K $636K
T
At&T Inc.

Communication Services
-1.58K
- 11.5%
$26.94 - $29.62 $42.5K - $46.7K
12.1K $343K
BAC
Bank Of America Corp

Financial Services
-1.59K
- 16.43%
$44.92 - $52.42 $71.2K - $83.1K
8.06K $415K
COP
Conocophillips

Energy
-527
- 17.41%
$91.0 - $98.99 $48K - $52.2K
2.5K $236K
PG
Procter & Gamble CO

Consumer Defensive
-71
- 3.32%
$150.47 - $161.22 $10.7K - $11.4K
2.07K $317K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-491
- 12.64%
$108.46 - $120.63 $53.3K - $59.2K
3.39K $403K
DIS
Walt Disney CO

Communication Services
-10
- 0.53%
$112.25 - $124.0 $1.12K - $1.24K
1.86K $213K
IWP
Ishares Russell Mid Cap Growth

ETFs
-258
- 4.79%
$137.51 - $145.26 $35.5K - $37.5K
5.13K $729K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.3K
- 7.07%
$52.12 - $55.33 $67.5K - $71.7K
17K $942K
KKR
Kkr & Co. Inc.

Financial Services
-54
- 2.32%
$129.95 - $152.16 $7.02K - $8.22K
2.28K $295K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
-1.35K
- 4.86%
$14.44 - $15.44 $19.5K - $20.9K
26.4K $399K
IWS
Ishares Russell Midcap Value E

ETFs
-263
- 6.99%
$132.83 - $140.61 $34.9K - $37K
3.5K $488K
IAU
Ishares Gold Trust

ETFs
-611
- 14.97%
$61.62 - $72.77 $37.6K - $44.5K
3.47K $252K
Arm Holdings PLC
-196
- 3.88%
N/A
4.86K $0
Ea Series Trust
-4K
- 8.4%
N/A
43.6K $0
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-323
- 2.24%
$101.12 - $106.18 $32.7K - $34.3K
14.1K $1.45M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-211
- 4.16%
$62.09 - $66.51 $13.1K - $14K
4.86K $317K
RTX
Raytheon Technologies Corp

Industrials
-269
- 11.69%
$144.19 - $167.33 $38.8K - $45K
2.03K $340K
ROK
Rockwell Automation, Inc

Industrials
-25
- 2.61%
$328.67 - $358.52 $8.22K - $8.96K
934 $326K
HD
Home Depot, Inc.

Consumer Cyclical
-330
- 8.62%
$357.4 - $423.42 $118K - $140K
3.5K $1.42M
SCHW
Schwab Charles Corp

Financial Services
-30
- 0.69%
$91.03 - $98.69 $2.73K - $2.96K
4.35K $414K
FNDX
Schwab Fundamental U S Large C

ETFs
-871
- 4.0%
$24.38 - $26.34 $21.2K - $22.9K
20.9K $550K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-37
- 2.83%
$567.09 - $607.37 $21K - $22.5K
1.27K $757K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-180
- 2.85%
$98.56 - $110.68 $17.7K - $19.9K
6.13K $672K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-1.33K
- 7.93%
$24.02 - $27.91 $31.8K - $37K
15.4K $429K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-73
- 0.36%
$21.69 - $23.34 $1.58K - $1.7K
20K $464K
DVY
Ishares Tr

ETFs
-198
- 3.72%
$133.88 - $142.57 $26.5K - $28.2K
5.13K $728K
IWN
Ishares Russell2000 Val ETF

ETFs
-207
- 6.52%
$157.1 - $178.94 $32.5K - $37K
2.97K $524K
HBI
Hanesbrands Inc.

Consumer Cyclical
-700
- 4.08%
$4.07 - $6.59 $2.85K - $4.61K
16.4K $108K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-117
- 4.85%
$284.45 - $324.95 $33.3K - $38K
2.3K $735K
NEE
Nextera Energy Inc

Utilities
-144
- 1.56%
$69.77 - $77.54 $10K - $11.2K
9.06K $683K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-51
- 2.75%
$567.77 - $614.76 $29K - $31.4K
1.81K $1.11M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-106
- 0.35%
$24.46 - $26.5 $2.59K - $2.81K
30.3K $798K
MO
Altria Group, Inc.

Consumer Defensive
-838
- 5.28%
$57.75 - $67.68 $48.4K - $56.7K
15K $992K
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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