| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 9 | Q2 2024 | 9.2% |
| BERKSHIRE HATHAWAY INC DEL | 9 | Q2 2024 | 2.9% |
| First Trust CBOE Vest Fund of Buffer ETF | 9 | Q2 2024 | 2.4% |
| Pepsico Incorporated | 9 | Q2 2024 | 2.3% |
| NUCOR CORP | 9 | Q2 2024 | 2.1% |
| Vanguard Total Stock Market | 9 | Q2 2024 | 2.8% |
| MSC Industrial Direct Co Inc | 9 | Q2 2024 | 2.2% |
| CHEVRON CORP NEW | 9 | Q2 2024 | 1.9% |
| CASEYS GEN STORES INC | 9 | Q2 2024 | 2.1% |
| First Tr Long/Short Equity | 9 | Q2 2024 | 2.0% |
View WealthPlan Investment Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-05-16 |
| 13F-HR | 2024-01-05 |
| 13F-HR/A | 2023-11-15 |
| 13F-HR | 2023-11-09 |
| 13F-HR/A | 2023-08-14 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-15 |
View WealthPlan Investment Management, 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.