WealthPLAN Partners, LLC — Q1 2022 13F Holdings

Name: WealthPLAN Partners, LLC — 13F Holdings, Q1 2022
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001639943

Total reported value

$517.6M

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Full holdings list this quarter

Showing top 182 holdings (of 382 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IRT	Independence Realty Trust In	Stock-Real Estate	0.05%	—	+134.59%
2	✓	Invesco Exchng Traded Fd Tr	Stock-Other	0.05%	—	-2.75%
3	DIS	Walt Disney Co/the	Stock-Comm Services	0.05%	—	-29.94%
4	XYZ	Block INC	Stock-Financials	0.05%	—	+190.83%
5	BBHY	Jpmorgan Betabuilders Usd Hi	ETF-Other	0.05%	—	+1.19%
6	VUG	Vanguard Growth ETF	ETF-Other	0.05%	—	-4.05%
7	BAC	Bank Of America CORP	Stock-Financials	0.05%	—	+3.54%
8	REGL	Prshrs S&p Mid 400 Dvd Arist	ETF-Other	0.05%	—	+9.18%
9	REET	Ishares Global Reit ETF	ETF-Other	0.05%	—	-0.63%
10	DDEC	Ft Vest U.s. Equity Deep Buf	ETF-Other	0.05%	—	-85.73%
11	BALL	Ball CORP	Stock-Consumer Disc	0.05%	—	-3.41%
12	WMS	Advanced Drainage Systems In	Stock-Industrials	0.05%	—	—
13	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	0.05%	—	-10.12%
14	QYLD	Global X Nasd 100 Cov Call	ETF-Other	0.05%	—	+14.26%
15	NCLH	Norwegian Cruise Line Holdings Ltd.	Stock-Consumer Disc	0.05%	—	+73.63%
16	PSA	Public Storage	Stock-Real Estate	0.05%	—	—
17	PRF	Invesco Rafi US 1000 ETF	ETF-Other	0.05%	—	-1.92%
18	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	0.05%	—	-5.23%
19	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	0.05%	-0.17%	+1.43%
20	IPG	Interpublic Group Of Cos INC	Stock-Other	0.05%	—	—
21	KO	Coca-cola Co/the	Stock-Consumer Staples	0.04%	—	+0.62%
22	HYLB	Xtrackers Usd High Yield Cor	ETF-High Yield	0.04%	—	+1.16%
23	SIXJ	Allian US Equ 6 Mon Bu10-usd	ETF-Other	0.04%	—	—
24	DOW	Dow INC	Stock-Materials	0.04%	—	-1.95%
25	GOLF	Acushnet Holdings CORP	Stock-Other	0.04%	—	-3.50%
26	MDLZ	Mondelez International Inc-a	Stock-Consumer Staples	0.04%	—	-0.42%
27	VTIP	Vanguard Short-term Tips	ETF-Other	0.04%	—	-3.94%
28	ISTB	Ishares Core 1-5 Year Usd Bo	ETF-Other	0.04%	—	+3.67%
29	DNL	Wisdmtree Gb Ex-us Ql Gr-usd	ETF-Other	0.04%	—	+11.31%
30	CMCSA	Comcast Corp-class A	Stock-Comm Services	0.04%	—	-0.32%
31	FEX	First Trust Large Cap Core A	ETF-Large Cap & Growth	0.04%	—	-0.91%
32	PFF	Ishares Preferred & Income S	ETF-Other	0.04%	—	+10.44%
33	CSM	Proshares Large Cap Core Plu	ETF-Large Cap & Growth	0.04%	—	+31.99%
34	FDX	Fedex CORP	Stock-Industrials	0.04%	—	-5.08%
35	IBM	Intl Business Machines CORP	Stock-Tech	0.04%	-0.15%	+59.63%
36	SWCHEUR	Switch INC - A	Stock-Other	0.04%	—	-50.03%
37	BP	Bp Plc-spons Adr	Stock-Energy	0.04%	—	-11.62%
38	CAG	Conagra Brands INC	Stock-Consumer Staples	0.04%	—	-0.36%
39	SBUX	Starbucks CORP	Stock-Consumer Disc	0.04%	—	-1.73%
40	T	At&t INC	Stock-Comm Services	0.04%	—	+13.65%
41	VO	Vanguard Mid-cap ETF	ETF-Other	0.04%	—	+3.74%
42	IGIB	Ishares 5-10y Inv Grade CORP	ETF-Corp Bonds	0.04%	—	+12.99%
43	EMB	Ishares Jp Morgan Usd Emergi	ETF-Other	0.04%	—	+68.16%
44	HRL	Hormel Foods CORP	Stock-Consumer Staples	0.04%	—	-0.07%
45	LW	Lamb Weston Holdings INC	Stock-Consumer Staples	0.04%	—	+1.89%
46	NEE	Nextera Energy INC	Stock-Utilities	0.04%	—	-0.79%
47	XLK	Ss Technology Select Sector	ETF-Tech	0.03%	—	-72.39%
48	IWD	Ishares Russell 1000 Value E	ETF-Other	0.03%	—	—
49	AN	Autonation INC	Stock-Consumer Disc	0.03%	—	+4.92%
50	HDV	Ishares Core High Dividend E	ETF-Other	0.03%	—	+91.06%

1–50 of 182