| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 31 | Q4 2023 | 14.7% |
| APPLE INC | 31 | Q4 2023 | 7.5% |
| Vanguard Total Stock Market | 31 | Q4 2023 | 3.8% |
| ISHARES TR | 31 | Q4 2023 | 5.1% |
| First Trust Large Cap Core Alphadex | 31 | Q4 2023 | 6.0% |
| JOHNSON & JOHNSON | 31 | Q4 2023 | 1.4% |
| JPMORGAN CHASE & CO | 31 | Q4 2023 | 2.0% |
| WP CAREY INC | 31 | Q4 2023 | 1.6% |
| ISHARES TR | 31 | Q4 2023 | 1.5% |
| META PLATFORMS INC | 31 | Q4 2023 | 1.6% |
View WealthPLAN Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-05 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-16 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-02-01 |
| 13F-HR | 2021-12-09 |
| 13F-HR | 2021-08-19 |
| 13F-HR | 2021-05-11 |
View WealthPLAN Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.