PAW
Plan A Wealth LLC Portfolio
Invests via Plan A Wealth LLC | Managed by Becky L. Wiegand, Ronald W. Anderson Jr.
Invests via Plan A Wealth LLC
Managed by Becky L. Wiegand, Ronald W. Anderson Jr.
Automatically Tracked
Company Profile
A boutique wealth management firm focused on high-net-worth individuals and families, Plan A Wealth LLC provides financial planning, investment management, tax-aware wealth strategies and retirement planning. The firm emphasizes individualized asset allocation, risk management and fee-based advisory relationships, leveraging discretionary portfolio services and third-party custodial platforms. Relevant to investors and advisors, the firm targets long-term growth and capital preservation across diversified multi-asset portfolios.
A boutique wealth management firm focused on high-net-worth individuals and families, Plan A Wealth LLC provides financial planning, investment management, tax-aware wealth strategies and retirement planning. The firm emphasizes individualized asset allocation, risk management and fee-based advisory relationships, leveraging discretionary portfolio services and third-party custodial platforms. Relevant to investors and advisors, the firm targets long-term growth and capital preservation across diversified multi-asset portfolios.
Investment Philosophy & Strategy
Adopts a fiduciary, fee-based advisory stance that prioritizes tailored asset allocation and long-term growth with capital preservation for high-net-worth clients. Combines multi-asset diversification and tax-aware techniques—tax-loss harvesting, asset location, and income planning—with a pragmatic active/passive blend. Employs discretionary portfolios via third-party custodians, liability-driven and retirement-income frameworks, and systematic risk controls to align client objectives, time horizons, and liquidity needs while emphasizing transparent fees, governance for family clients, and outcome-focused performance benchmarks.
Adopts a fiduciary, fee-based advisory stance that prioritizes tailored asset allocation and long-term growth with capital preservation for high-net-worth clients. Combines multi-asset diversification and tax-aware techniques—tax-loss harvesting, asset location, and income planning—with a pragmatic active/passive blend. Employs discretionary portfolios via third-party custodians, liability-driven and retirement-income frameworks, and systematic risk controls to align client objectives, time horizons, and liquidity needs while emphasizing transparent fees, governance for family clients, and outcome-focused performance benchmarks.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
4.1%
Gain
Monthly
0.22%
Yearly
2.64%
Drawdown
21.94%
$228.2M
Equity
Holdings
$228.2M
Investment
$195.6M
$37.12M
Profit -$1.44M
Realized
$4.52M
Unrealized
$32.6M
Dividends
$4.71M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.44M
Win %
68%
This Week
Compared To Last Week
Gain
-1.59%
Profit
-$3.69M
Win %
68%
This Month
Compared to last month
Gain
-1.54%
Profit
-$3.57M
Win %
68%
This Year
Compared to last year
Gain
7.1%
Profit
$15.12M
Win %
70%
ASTS AST SpaceMobile, Inc.
+6.09%
+$8,297.95 
EQNR Equinor ASA Sponsored ADR
+4.63%
+$14,353.35 
E Eni S.p.A. Sponsored ADR
+3.25%
+$8,931 
TTE TotalEnergies SE
+2.87%
+$26,579.78 
PSX Phillips 66
+2.58%
+$13,831.35 
ADM Archer-Daniels-Midland Co
+2.51%
+$7,508.8 
CSCO Cisco Systems, Inc.
+2.28%
+$16,755 
SHEL Shell plc
+2.23%
+$16,110.1 
SU Suncor Energy Inc.
+2.14%
+$5,519.8 
LYB LyondellBasell Industries N.V.
+2.1%
+$5,668.52 
MPC Marathon Petroleum Corporation
+1.8%
+$5,465.92 
JNJ Johnson & Johnson
+1.4%
+$9,501.57 
GEV GE Vernova Inc.
+1.31%
+$12,321.55 
AFL Aflac Inc.
+1.27%
+$9,852.96 
GE General Electric Company
+1.21%
+$14,740.95 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+1.19%
+$59,937.92 
ORCL Oracle Corporation
+1.15%
+$3,643.64 
EOG EOG Resources, Inc.
+1.04%
+$3,092.43 
ADBE Adobe Inc.
+0.94%
+$3,522.18 
LNG Cheniere Energy Inc.
+0.91%
+$4,310.09 
LLY Eli Lilly and Company
+0.68%
+$4,864.63 
CAT Caterpillar Inc.
+0.51%
+$2,307.21 
BRK-B Berkshire Hathaway Inc.
+0.48%
+$10,989.12 
ESLT Elbit Systems Ltd.
+0.46%
+$1,165.92 
IDV iShares International Select Dividend ETF
+0.34%
+$1,389.97 
MKL Markel Group Inc.
+0.33%
+$769.36 
ENIC Enel Chile S.A.
+0.23%
+$167.66 
PECO Phillips Edison & Company, Inc.
+0.21%
+$574.92 
UNP Union Pacific Corporation
+0.17%
+$596.49 
OACP OneAscent Core Plus Bond ETF
+0.15%
+$669.69 
AAPL Apple Inc.
+0.11%
+$3,897.94 
BHP BHP Group Ltd.
+0.11%
+$929.61 
GGB Gerdau S.A.
+0.11%
+$82.05 
ICL ICL Group Ltd.
+0.1%
+$190.7 
NUE Nucor Corporation
+0.09%
+$822.78 
UGP Ultrapar Participacoes S.A. Sponsored ADR
+0.08%
+$77.76 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.08%
+$346.08 
FBND Fidelity Total Bond ETF
+0.08%
+$577.78 
MCK McKesson Corporation
+0.08%
+$441.61 
SLF Sun Life Financial Inc.
+0.07%
+$529.43 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.07%
+$602.8 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$4,027.08 
STLD Steel Dynamics Inc.
+0.06%
+$144.56 
FCX Freeport-McMoRan Inc.
+0.05%
+$111.93 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.04%
+$2,052.55 
IBD Inspire Corporate Bond ETF
+0.04%
+$2,973.6 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TKC Turkcell Iletisim Hizmetleri A.S. ADR
-3.77%
-$2,394.45 
KLAC KLA Corporation
-3.71%
-$14,308.78 
SYK Stryker Corporation
-3.68%
-$15,017.95 
IBM International Business Machines Corporation
-3.66%
-$20,033.96 
A Agilent Technologies Inc.
-3.48%
-$14,750.88 
IX Orix Corporation Sponsored ADR
-3.43%
-$34,398 
TMDX TransMedics Group Inc.
-3.33%
-$9,763.27 
LOW Lowe's Companies Inc.
-3.02%
-$20,121.26 
LPL Lg Display Co., Ltd. - ADR
-2.66%
-$1,333.08 
GOOGL Alphabet Inc
-2.65%
-$62,208.75 
TSLA Tesla, Inc.
-2.57%
-$10,532.82 
RF Regions Financial Corporation
-2.56%
-$19,801.31 
SNN Smith & Nephew plc ADR
-2.55%
-$5,908.8 
NVDA NVIDIA Corporation
-2.5%
-$151,898.32 
DIS The Walt Disney Company
-2.38%
-$5,818.35 
MTD Mettler-Toledo International Inc.
-2.22%
-$9,807.54 
EW Edwards Lifesciences Corporation
-2.17%
-$9,087.78 
IQV IQVIA Holdings Inc.
-2.12%
-$13,049.96 
SJM The J.M. Smucker Company
-2.05%
-$7,986.42 
ASML ASML Holding N.V. New York Registry Shares
-2.04%
-$17,603.08 
YUM Yum! Brands, Inc.
-2.04%
-$7,700.4 
HMC Honda Motor Co., Ltd.
-2%
-$12,504.52 
VWO Vanguard FTSE Emerging Markets ETF
-1.97%
-$16,118.2 
SPEM SPDR Portfolio Emerging Markets ETF
-1.95%
-$16,981.67 
BN Brookfield Corporation
-1.93%
-$8,553.42 
PEBO Peoples Bancorp Inc.
-1.93%
-$7,385.84 
NEOG Neogen Corporation
-1.88%
-$2,086 
BKNG Booking Holdings Inc.
-1.82%
-$107,418.75 
AMGN Amgen Inc.
-1.8%
-$8,589.39 
MOS Mosaic Company
-1.8%
-$5,295.37 
AXP American Express Company
-1.77%
-$14,227.2 
ADI Analog Devices, Inc.
-1.73%
-$5,623.92 
PRK Park National Corporation
-1.73%
-$5,395 
TPL Texas Pacific Land Corporation
-1.7%
-$36,587.25 
PLTR Palantir Technologies Inc.
-1.68%
-$3,288.3 
PEP PepsiCo, Inc.
-1.66%
-$9,481.84 
MA Mastercard Incorporated
-1.64%
-$12,689.15 
MSFT Microsoft Corp.
-1.61%
-$44,238.48 
FISV Fiserv, Inc.
-1.6%
-$4,751.75 
IEMG iShares Core MSCI Emerging Markets ETF
-1.54%
-$5,893.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.5%
-$3,918.84 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.44%
-$6,169.73 
VRT Vertiv Holdings Co
-1.34%
-$9,836.08 
RELX Relx PLC Sponsored ADR
-1.34%
-$5,403.58 
ESGE iShares ESG Aware MSCI EM ETF
-1.3%
-$3,007.63 
INMD InMode Ltd.
-1.28%
-$2,945.8 
KHC The Kraft Heinz Company
-1.26%
-$8,024.94 
ARTY iShares Future AI & Tech ETF
-1.24%
-$6,554.26 
XLK State Street Technology Select Sector SPDR ETF
-1.21%
-$4,995.27 
TPSC Timothy Plan US Small Cap Core ETF
-1.13%
-$96,568.62 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-1.12%
-$3,886.08 
SCHX Schwab U.S. Large-Cap ETF
-1.11%
-$10,049.16 
VSLU Applied Finance Valuation Large Cap ETF
-1.1%
-$4,242.07 
IVV iShares Core S&P 500 ETF
-1.09%
-$34,770.56 
STM STMicroelectronics N.V.
-1.08%
-$5,351.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.08%
-$4,539.11 
AMZN Amazon.com Inc
-1.08%
-$7,716.6 
VOO Vanguard S&P 500 ETF
-1.07%
-$8,417.21 
FNDA Schwab Fundamental U.S. Small Company ETF
-1.07%
-$4,091.31 
NEM Newmont Corporation
-1.07%
-$1,955.52 
SPY SPDR S&P 500 ETF Trust
-1.07%
-$14,732.74 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.04%
-$7,164.18 
GPC Genuine Parts Company
-1.04%
-$2,472.97 
AVGO Broadcom Inc.
-1.02%
-$14,111.6 
CARR Carrier Global Corporation
-1.01%
-$2,486.4 
TM Toyota Motor Corporation
-1.01%
-$5,717.79 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.99%
-$4,596.14 
ABEV Ambev S.A.
-0.98%
-$313.47 
ACN Accenture plc Class A
-0.97%
-$2,906.92 
DOLE Dole plc
-0.97%
-$4,319.56 
PLD Prologis Inc.
-0.97%
-$4,777.75 
CGIC Capital Group International Core Equity ETF
-0.93%
-$2,914.56 
BEPC Brookfield Renewable Corporation
-0.92%
-$5,469.03 
GRMN Garmin Ltd.
-0.92%
-$2,495.5 
SID Companhia Siderúrgica Nacional S.A. - ADR
-0.9%
-$344.51 
RSP Invesco S&P 500 Equal Weight ETF
-0.89%
-$5,049.85 
FENI Fidelity Enhanced International ETF
-0.87%
-$3,325 
OALC OneAscent Large Cap Core ETF
-0.87%
-$2,859.25 
EIX Edison International
-0.86%
-$2,077 
IWM iShares Russell 2000 ETF
-0.84%
-$3,910.01 
QCOM QUALCOMM Incorporated
-0.83%
-$4,602.24 
WFC Wells Fargo & Company
-0.82%
-$5,750.7 
BAC Bank of America Corporation
-0.82%
-$2,685.09 
IWR iShares Russell Mid-Cap ETF
-0.81%
-$2,608.93 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.81%
-$1,908.04 
BBH VanEck Biotech ETF
-0.81%
-$2,358.86 
ELCV Eventide High Dividend ETF
-0.8%
-$2,063.74 
NEE NextEra Energy, Inc.
-0.78%
-$4,646.6 
IEFA iShares Core MSCI EAFE ETF
-0.78%
-$3,855 
COST Costco Wholesale Corporation
-0.77%
-$7,644.78 
ZTS Zoetis Inc.
-0.7%
-$1,351.94 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.69%
-$4,775.15 
PTL Inspire 500 ETF
-0.69%
-$291,045.41 
SCHF Schwab International Equity ETF
-0.68%
-$10,633.99 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.68%
-$8,792.73 
OASC Oneascent Small Cap Core ETF
-0.64%
-$2,784.98 
OAEM OneAscent Emerging Markets ETF
-0.62%
-$4,369.51 
AVAL Grupo Aval Acciones y Valores S.A.
-0.6%
-$456.48 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-0.6%
-$6,449.57 
VO Vanguard Mid-Cap ETF
-0.59%
-$5,919.36 
AME Ametek Inc.
-0.59%
-$6,167.3 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.58%
-$4,146.03 
OAIM OneAscent International Equity ETF
-0.56%
-$163,808.44 
RIO Rio Tinto Plc Sponsored ADR
-0.56%
-$1,319.78 
AER AerCap Holdings N.V.
-0.55%
-$1,307.32 
IVE ISHARES S&P 500 VALUE ETF
-0.54%
-$1,456.24 
NICE Nice Ltd. Sponsored ADR
-0.53%
-$1,076.95 
FTI TechnipFMC plc
-0.5%
-$1,737.72 
PCAR PACCAR Inc.
-0.49%
-$1,127.5 
GIL Gildan Activewear Inc.
-0.48%
-$1,093.04 
CBOE Cboe Global Markets Inc.
-0.47%
-$3,654.3 
ORLY O'Reilly Automotive Inc.
-0.46%
-$4,172.4 
JPM JPMorgan Chase & Co.
-0.46%
-$3,945.35 
MDT Medtronic plc
-0.45%
-$1,962.75 
FNDF Schwab Fundamental International Large Company Index ETF
-0.43%
-$1,794.37 
BBD Banco Bradesco S.A. ADR
-0.42%
-$278.38 
CNP CenterPoint Energy Inc.
-0.41%
-$899.64 
HDV iShares Core High Dividend ETF
-0.37%
-$993.83 
ROP Roper Technologies Inc.
-0.37%
-$2,398.6 
ATO Atmos Energy Corporation
-0.36%
-$751.37 
DE Deere & Company
-0.27%
-$1,328.34 
SLB Schlumberger Limited
-0.27%
-$733.62 
VFLO VictoryShares Free Cash Flow ETF
-0.26%
-$833.08 
WWJD Inspire International ETF
-0.24%
-$7,644.27 
BRK-A Berkshire Hathaway Inc.
-0.2%
-$37,494.25 
ARE Alexandria Real Estate Equities, Inc.
-0.17%
-$486.12 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.13%
-$208.98 
MRK Merck & Co., Inc.
-0.11%
-$673.12 
KTF DWS Municipal Income Trust
-0.11%
-$172.53 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.07%
-$300.04 
PFE Pfizer Inc.
-0.02%
-$52.35 Events
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Dividends
Dividend Analysis
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| Trades 807 | Longs Won 554/807 68% | Profit Factor 8.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $217,328.47 |
| Average Win $76,103.46 | Best Trade (Jul 15) $3.65M | Sharpe Ratio -11.89 |
| Average Loss -$19,940.36 | Worst Trade (Jul 15) -$312,261.58 | Z-Score 8.69 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w | Expectancy $45,993.07 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,494 | 10,345 | 9,195 | 8,046 | 6,897 | 5,747 | 4,598 | 3,448 | 2,299 | 1,149 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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