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CIK: 0001639943
Total reported value
$523.0M
$523.0M
297 檔
36.2%
At the close of Q2 2024, WealthPLAN Partners, LLC disclosed equity holdings valued at approximately $523.0M, spread across 297 reported holdings.
During Q2 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 297 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.16% | -0.08% | -0.77% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.14% | -0.13% | +0.54% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.98% | -0.22% | +1.93% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.97% | -0.06% | +1.84% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.09% | +0.03% | +5.03% | |
| 6 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.92% | +0.25% | +3.63% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.89% | -0.32% | +0.69% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.74% | -0.11% | +3.29% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.69% | -0.16% | +0.93% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.67% | — | +6.04% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.67% | +0.38% | +9.13% | |
| 12 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 1.62% | -0.42% | +0.67% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.61% | +0.60% | -3.41% | |
| 14 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.59% | -0.19% | -0.87% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.58% | +0.06% | +1311.46% | |
| 16 | SECT | Main Sector Rotation ETF | ETF-Other | 1.56% | — | +1.49% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.39% | -0.37% | +3.79% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | +1.90% | +4.33% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.21% | -0.22% | +14.39% | |
| 20 | FTLS | First Trust Long/short Eqty | ETF-Other | 1.19% | -0.30% | -1.39% | |
| 21 | HIGH | Simplify Enhanced Income ETF | ETF-Other | 1.00% | -0.12% | -0.61% | |
| 22 | AGOX | Adaptive Alpha Opportunities | ETF-Other | 1.00% | -0.13% | -1.63% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.99% | +0.09% | +2.61% | |
| 24 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.98% | -0.28% | +0.28% | |
| 25 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.93% | -0.41% | -10.86% | |
| 26 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.91% | -0.03% | -1.27% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.89% | -0.54% | +3.48% | |
| 28 | CLOI | Vaneck Clo ETF | ETF-Other | 0.84% | -0.13% | +2.30% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.79% | +0.28% | +24.53% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | -0.31% | -8.34% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.77% | -0.46% | -11.99% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.77% | -0.37% | -4.25% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.77% | -0.27% | -2.60% | |
| 34 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | +0.80% | -14.55% | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | -0.04% | -0.54% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | — | -0.65% | |
| 37 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.63% | — | -13.01% | |
| 38 | NUE | Nucor CORP | Stock-Materials | 0.62% | -0.21% | -3.24% | |
| 39 | TXN | Texas Instruments Inc | Stock-Tech | 0.60% | -0.17% | -5.43% | |
| 40 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.60% | — | +19.18% | |
| 41 | O | Realty Income CORP | Stock-Real Estate | 0.58% | -0.28% | -4.47% | |
| 42 | RPM | Rpm International Inc | Stock-Materials | 0.58% | -0.21% | +30.33% | |
| 43 | GGG | Graco Inc | Stock-Industrials | 0.57% | -0.30% | -5.94% | |
| 44 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.57% | — | +1.42% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.56% | -0.17% | +5.32% | |
| 46 | BRO | Brown & Brown Inc | Stock-Financials | 0.56% | -0.18% | -2.80% | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.56% | -0.24% | +6.37% | |
| 48 | TDV | Proshares S&p Tech Dvd Arist | ETF-Tech | 0.55% | -0.13% | +1.90% | |
| 49 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.55% | -0.21% | -5.10% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.54% | -0.11% | -2.97% |
According to official SEC Form 13F filings, WealthPLAN Partners, LLC reported a total U.S. public equity portfolio value of $523.0M across 297 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, BRK-B, VTI) accounted for 36.2% of total reported equity market value during Q2 2024.
During Q2 2024, WealthPLAN Partners, LLC's top holdings by market value included AAPL (7.2%)、BRK-B (4.1%)、VTI (4.0%). The largest single position, AAPL, represented 7.2% of total portfolio value.
In Q2 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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