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CIK: 0001639943
Total reported value
$523.0M
$523.0M
302 檔
33.6%
According to the latest 13F quarterly dataset, WealthPLAN Partners, LLC managed an equity portfolio of $523.0M at the end of Q1 2024, spanning 302 distinct U.S. exchange-listed positions.
During Q1 2024, WealthPLAN Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 302 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.66% | -0.08% | -5.25% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.10% | -0.13% | -3.43% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.66% | -0.22% | -2.53% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.83% | -0.06% | +45.48% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.95% | +0.03% | +0.38% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.93% | -0.32% | -24.84% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.73% | +0.25% | -0.20% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.67% | -0.11% | +7.68% | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.61% | -0.19% | -3.93% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.53% | — | -1.21% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.51% | -0.16% | +4.19% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.49% | +0.60% | +77.25% | |
| 13 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 1.49% | -0.42% | -0.98% | |
| 14 | SECT | Main Sector Rotation ETF | ETF-Other | 1.46% | — | -0.08% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.43% | +0.38% | -4.03% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | +1.90% | -0.26% | |
| 17 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.22% | — | +2.42% | |
| 18 | FTLS | First Trust Long/short Eqty | ETF-Other | 1.15% | -0.30% | -5.65% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.12% | -0.37% | +6.12% | |
| 20 | HIGH | Simplify Enhanced Income ETF | ETF-Other | 0.97% | -0.12% | — | |
| 21 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.94% | -0.28% | -1.57% | |
| 22 | AGOX | Adaptive Alpha Opportunities | ETF-Other | 0.90% | -0.13% | -9.84% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | -0.31% | -20.37% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | +0.09% | -5.92% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.85% | -0.46% | -11.67% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.85% | -0.22% | -4.71% | |
| 27 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.85% | -0.03% | -0.56% | |
| 28 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.84% | -0.41% | -19.37% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 0.83% | -0.13% | EXIT | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.82% | -0.37% | -20.33% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | +0.80% | -25.10% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.81% | -0.27% | -25.08% | |
| 33 | CLOI | Vaneck Clo ETF | ETF-Other | 0.79% | -0.13% | +5.31% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.79% | +0.06% | +6.08% | |
| 35 | NUE | Nucor CORP | Stock-Materials | 0.78% | -0.21% | -30.34% | |
| 36 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 0.74% | -0.26% | -23.50% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.54% | +167.62% | |
| 38 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.73% | -0.25% | -23.81% | |
| 39 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.69% | — | +1358.95% | |
| 40 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.69% | — | -6.17% | |
| 41 | GGG | Graco Inc | Stock-Industrials | 0.69% | -0.30% | -28.31% | |
| 42 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.65% | — | +3.27% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | — | -5.26% | |
| 44 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.63% | — | -0.15% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.62% | — | +1.34% | |
| 46 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.62% | -0.21% | -23.80% | |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.61% | -0.04% | +0.75% | |
| 48 | CION | Cion Investment CORP | Stock-Other | 0.60% | — | +2.85% | |
| 49 | O | Realty Income CORP | Stock-Real Estate | 0.60% | -0.28% | -22.13% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.60% | -0.11% | -33.01% |
According to official SEC Form 13F filings, WealthPLAN Partners, LLC reported a total U.S. public equity portfolio value of $523.0M across 302 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, BRK-B, VTI) accounted for 33.6% of total reported equity market value during Q1 2024.
During Q1 2024, WealthPLAN Partners, LLC's top holdings by market value included AAPL (5.7%)、BRK-B (4.1%)、VTI (3.7%). The largest single position, AAPL, represented 5.7% of total portfolio value.
In Q1 2024, WealthPLAN Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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