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CIK: 0001639943
Total reported value
$523.0M
$523.0M
245 檔
26.9%
In Q1 2025, WealthPLAN Partners, LLC's U.S. equity holdings reached a combined market value of $523.0M, distributed across 245 disclosed stock positions.
In Q1 2025, WealthPLAN Partners, LLC adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 18 holdings to manage risk exposure.
Showing top 200 holdings (of 245 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.70% | -0.08% | -0.38% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.62% | -0.13% | -0.54% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.67% | +0.25% | +14.34% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.44% | -0.32% | +1.73% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.43% | -0.06% | +1.96% | |
| 6 | SECT | Main Sector Rotation ETF | ETF-Other | 2.25% | — | +2.59% | |
| 7 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 2.15% | -0.42% | +0.08% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.11% | -0.22% | +2.52% | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.04% | -0.19% | +0.70% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.74% | -0.16% | +1.13% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.67% | +1.90% | +1.00% | |
| 12 | FTLS | First Trust Long/short Eqty | ETF-Other | 1.51% | -0.30% | +0.50% | |
| 13 | CLOI | Vaneck Clo ETF | ETF-Other | 1.44% | -0.13% | +16.59% | |
| 14 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.43% | -0.06% | +6.16% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.41% | -0.37% | -2.10% | |
| 16 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 1.38% | -0.28% | +5.97% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.32% | +0.06% | +19.37% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.27% | +0.60% | +4.43% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.15% | -0.54% | -1.20% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | +0.09% | +2.85% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.09% | -0.03% | +5.23% | |
| 22 | AGOX | Adaptive Alpha Opportunities | ETF-Other | 1.07% | -0.13% | +3.67% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.98% | -0.31% | -1.07% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.97% | -0.04% | +9.85% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.94% | -0.27% | -2.94% | |
| 26 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.90% | -0.41% | -1.93% | |
| 27 | BRO | Brown & Brown Inc | Stock-Financials | 0.89% | -0.18% | -1.09% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | — | -0.90% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.87% | -0.46% | +1.93% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.86% | +0.28% | +8.70% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.85% | +0.06% | -0.80% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.85% | -0.22% | +0.94% | |
| 33 | FLBL | Franklin Senior Loan ETF | ETF-Other | 0.78% | -0.17% | +1.71% | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.78% | -0.11% | -0.40% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | +0.80% | -7.83% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.76% | -0.37% | +2.03% | |
| 37 | STXV | Strive 1000 Value ETF | ETF-Other | 0.74% | — | +3.47% | |
| 38 | O | Realty Income CORP | Stock-Real Estate | 0.73% | -0.28% | +7.04% | |
| 39 | TDV | Proshares S&p Tech Dvd Arist | ETF-Tech | 0.72% | -0.13% | +3.28% | |
| 40 | STXG | Strive 1000 Growth ETF | ETF-Other | 0.70% | — | +4.61% | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.69% | +0.09% | -0.05% | |
| 42 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 0.69% | — | +0.67% | |
| 43 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 0.66% | -0.26% | +3.70% | |
| 44 | GGG | Graco Inc | Stock-Industrials | 0.65% | -0.30% | -2.24% | |
| 45 | ICOW | Pacer Developed Markets Inte | ETF-Other | 0.65% | -0.19% | +6.45% | |
| 46 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.64% | -0.12% | +0.39% | |
| 47 | RPM | Rpm International Inc | Stock-Materials | 0.64% | -0.21% | +0.47% | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.64% | -0.28% | +1.46% | |
| 49 | CFR | Cullen/frost Bankers Inc | Stock-Financials | 0.63% | -0.25% | -0.89% | |
| 50 | UDEC | Innovator U.s. Equity Ultra | ETF-Other | 0.63% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.5% | -0.38% | Trim |
| 2 | DGRO | Ishares Core Dividend Growth | +0.2% | +1.96% | Trim |
| 3 | FTLS | First Trust Long/short Eqty | -0.1% | +0.50% | Trim |
| 4 | JNJ | Johnson & Johnson | -0.1% | -1.07% | Trim |
| 5 | MOAT | Vaneck Morningstar Wide Moat | -0.2% | +0.70% | Trim |
| 6 | AGOX | Adaptive Alpha Opportunities | -0.2% | +3.67% | Trim |
| 7 | O | Realty Income CORP | -0.4% | +7.04% | Trim |
| 8 | MSM | Msc Industrial Direct Co-a | -0.4% | +3.70% | Trim |
| 9 | META | Meta Platforms Inc-class A | -0.4% | -2.87% | Trim |
| 10 | IVE | Ishares S&p 500 Value ETF | -0.5% | +30.68% | Trim |
| 11 | CFR | Cullen/frost Bankers Inc | -0.5% | -0.89% | Trim |
| 12 | DHR | Danaher CORP | -0.6% | -33.77% | Trim |
| 13 | GOOG | Alphabet Inc-cl C | -0.6% | +0.94% | Add |
| 14 | XLK | Ss Technology Select Sector | -0.6% | -2.16% | Trim |
| 15 | IEMG | Ishares Core Msci Emerging | -0.6% | +49.84% | Trim |
| 16 | MO | Altria Group Inc | -0.7% | +0.86% | Trim |
| 17 | NUE | Nucor CORP | -0.8% | +4.04% | Trim |
| 18 | ADP | Automatic Data Processing | -0.8% | -0.28% | Trim |
| 19 | WPC | Wp Carey Inc | -0.9% | +3.97% | Trim |
| 20 | WFC | Wells Fargo & Co | -1% | +0.85% | Trim |
| 21 | ABT | Abbott Laboratories | -1% | -43.89% | Trim |
| 22 | SCHF | Schwab Intl Equity ETF | -1% | +2.94% | Trim |
| 23 | MCD | Mcdonald's CORP | -1% | -8.83% | Trim |
| 24 | VTI | Vanguard Total Stock Mkt ETF | -1% | +2.52% | Trim |
| 25 | LOW | Lowe's Cos Inc | -1.1% | -3.82% | Trim |
| 26 | TGT | Target CORP | -1.2% | -2.52% | Trim |
| 27 | IVOL | Quadratic Int Rte Vol Infl H | — | EXIT | Sold out |
| 28 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | — | EXIT | Sold out |
| 29 | BOND | Pimco Active Bond Exchange-t | — | EXIT | Sold out |
| 30 | PFEB | Innovator U.s. Equity Power | — | EXIT | Sold out |
| 31 | PMAY | Innovator U.s. Equity Power | — | EXIT | Sold out |
| 32 | RODM | Hartford Multifact Dev Mrkt | — | EXIT | Sold out |
| 33 | DRSK | Aptus Defined Risk ETF | — | EXIT | Sold out |
| 34 | BUFR | Ft Vest Lad Buffervetf-usd I | — | NEW | New buy |
| 35 | COWZ | Pacer US Cash Cows 100 ETF | — | NEW | New buy |
| 36 | DFEB | Ft Vest U.s. Equity Deep Buf | — | EXIT | Sold out |
| 37 | MDT | Medtronic plc | — | EXIT | Sold out |
| 38 | PGX | Invesco Preferred ETF | — | EXIT | Sold out |
| 39 | DDEC | Ft Vest U.s. Equity Deep Buf | — | EXIT | Sold out |
| 40 | HEQT | Simplify Hedged Equity ETF | — | NEW | New buy |
| 41 | SWK | Stanley Black & Decker Inc | — | EXIT | Sold out |
| 42 | SPAB | Ss Spdr P Agg Bond ETF | — | EXIT | Sold out |
| 43 | BKH | Black Hills CORP | — | EXIT | Sold out |
| 44 | DEO | Diageo Plc-sponsored Adr | — | EXIT | Sold out |
| 45 | SYY | Sysco CORP | — | EXIT | Sold out |
| 46 | CHRW | C.h. Robinson Worldwide Inc | — | EXIT | Sold out |
| 47 | MNA | Nyli Merger Arbitrage ETF | — | EXIT | Sold out |
| 48 | CLOI | Vaneck Clo ETF | — | NEW | New buy |
| 49 | HELO | Jpmorgan Hedged Equity ETF | — | NEW | New buy |
| 50 | IGRO | Ishares Intl Div Growth ETF | — | NEW | New buy |
According to official SEC Form 13F filings, WealthPLAN Partners, LLC reported a total U.S. public equity portfolio value of $523.0M across 245 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, BRK-B, BUFR) accounted for 26.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
BUFR
市值: $19.0M
Top Position Liquidated / Trimmed
IVOL
前期市值: $35.8M
During Q1 2025, WealthPLAN Partners, LLC's top holdings by market value included AAPL (6.7%)、BRK-B (5.6%)、BUFR (2.7%). The largest single position, AAPL, represented 6.7% of total portfolio value.
In Q1 2025, WealthPLAN Partners, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 1 positions, trimming 25 holdings, and fully liquidating 18 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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