$1.43 Billion is the total value of WealthPlan Investment Management, LLC's 511 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 5.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BUFR | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $25,615,097 | +1.5% | 1,092,794 | -2.7% | 1.79% | -2.8% |
| DGRO | Sell | ISHARES TRcore div grwth | $25,273,121 | +1.0% | 488,087 | -0.9% | 1.77% | -3.2% |
| MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $18,812,160 | +8.3% | 255,600 | -1.6% | 1.32% | +3.8% |
| GGG | Sell | GRACO INC | $17,526,514 | +5.5% | 243,255 | -0.7% | 1.22% | +1.1% |
| IGRO | Sell | ISHARES TRintl div grwth | $15,484,225 | +3.5% | 251,694 | -2.5% | 1.08% | -0.9% |
| AGOX | Sell | STARBOARD INVT TRadaptive alpha | $14,390,099 | +1.6% | 646,456 | -4.4% | 1.01% | -2.7% |
| COST | Sell | COSTCO WHSL CORP NEW | $13,707,710 | +2.0% | 27,066 | -2.9% | 0.96% | -2.3% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $13,072,209 | +4.9% | 83,358 | -1.3% | 0.91% | +0.4% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $12,678,130 | -1.7% | 133,454 | -1.5% | 0.89% | -5.8% |
| LMT | Sell | LOCKHEED MARTIN CORP | $11,640,610 | -8.4% | 24,152 | -8.5% | 0.81% | -12.2% |
| AMZN | Sell | AMAZON COM INC | $11,347,659 | +12.0% | 114,001 | -0.4% | 0.79% | +7.3% |
| MSFT | Sell | MICROSOFT CORP | $10,858,895 | +10.6% | 40,022 | -0.4% | 0.76% | +6.0% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $9,180,461 | +0.5% | 24,757 | -5.9% | 0.64% | -3.7% |
| Sell | INNOVATOR ETFS TRinternational dv | $8,697,806 | +3.1% | 349,029 | -1.6% | 0.61% | -1.3% | |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $8,515,274 | -10.6% | 37,259 | -3.5% | 0.60% | -14.4% |
| DHR | Sell | DANAHER CORPORATION | $7,389,855 | -7.5% | 28,436 | -4.5% | 0.52% | -11.3% |
| JPM | Sell | JPMORGAN CHASE & CO | $7,031,763 | -3.6% | 49,321 | -11.1% | 0.49% | -7.7% |
| FB | Sell | META PLATFORMS INCcl a | $6,211,234 | -0.5% | 34,616 | -36.8% | 0.43% | -4.8% |
| BRKA | Sell | BERKSHIRE HATHAWAY INC DELcl a | $6,194,500 | -10.5% | 13 | -13.3% | 0.43% | -14.3% |
| RAAX | Sell | VANECK ETF TRUSTinflation alloca | $5,701,762 | -28.5% | 222,378 | -30.2% | 0.40% | -31.4% |
| IVOL | Sell | KRANESHARES TRquadrtc int rt | $4,493,187 | -8.6% | 209,766 | -1.6% | 0.31% | -12.5% |
| LOW | Sell | LOWES COS INC | $4,070,219 | -2.5% | 19,007 | -5.8% | 0.28% | -6.9% |
| MDT | Sell | MEDTRONIC PLC | $3,846,980 | -73.2% | 45,586 | -75.6% | 0.27% | -74.3% |
| SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $3,749,338 | -22.4% | 89,334 | -24.2% | 0.26% | -25.8% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $3,547,839 | +3.0% | 96,121 | -3.4% | 0.25% | -1.2% |
| V | Sell | VISA INC | $3,473,775 | +5.1% | 15,177 | -4.6% | 0.24% | +0.8% |
| AGGY | Sell | WISDOMTREE TRyield enhancd us | $3,463,843 | -1.8% | 79,592 | -1.0% | 0.24% | -5.8% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $3,200,059 | -67.6% | 50,754 | -68.8% | 0.22% | -68.9% |
| SPGI | Sell | S&P GLOBAL INC | $3,164,370 | -1.4% | 8,539 | -6.5% | 0.22% | -5.6% |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $3,050,854 | +3.1% | 72,553 | -1.2% | 0.21% | -1.4% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $3,036,310 | -2.0% | 9,971 | -9.7% | 0.21% | -6.2% |
| SHCR | Sell | SHARECARE INC | $2,932,439 | +19.1% | 1,196,914 | -0.8% | 0.20% | +13.9% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $2,815,224 | -9.4% | 6,552 | -8.4% | 0.20% | -13.2% |
| SWK | Sell | STANLEY BLACK & DECKER INC | $2,796,349 | -78.3% | 31,328 | -81.2% | 0.20% | -79.2% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $2,673,750 | +8.3% | 7,130 | -5.6% | 0.19% | +3.9% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,325,155 | -3.6% | 5,632 | -8.2% | 0.16% | -7.4% |
| DTH | Sell | WISDOMTREE TRitl high div fd | $2,283,029 | +2.1% | 58,993 | -5.0% | 0.16% | -1.8% |
| Sell | INNOVATOR ETFS TRus eqty accelrt9 | $2,278,853 | +3.9% | 93,597 | -0.6% | 0.16% | -0.6% | |
| MCD | Sell | MCDONALDS CORP | $2,171,286 | -3.9% | 8,157 | -2.4% | 0.15% | -7.9% |
| SPBC | Sell | SIMPLIFY EXCHANGE TRADED FUNsimplify us eqt | $2,140,899 | +5.7% | 96,112 | -2.3% | 0.15% | +1.4% |
| FMC | Sell | FMC CORP | $2,128,505 | -4.7% | 16,508 | -5.4% | 0.15% | -8.6% |
| NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $2,083,020 | -2.0% | 42,043 | -2.6% | 0.15% | -5.8% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $2,027,635 | +3.8% | 12,596 | -0.0% | 0.14% | -0.7% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $2,015,044 | +2.5% | 8,954 | -6.4% | 0.14% | -1.4% |
| BA | Sell | BOEING CO | $1,901,388 | +16.0% | 8,817 | -5.0% | 0.13% | +10.8% |
| ADSK | Sell | AUTODESK INC | $1,869,560 | +10.7% | 8,346 | -4.5% | 0.13% | +6.5% |
| MO | Sell | ALTRIA GROUP INC | $1,837,526 | -4.3% | 38,402 | -7.3% | 0.13% | -8.6% |
| NVDA | Sell | NVIDIA CORPORATION | $1,779,784 | +31.8% | 8,169 | -2.5% | 0.12% | +25.3% |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $1,758,102 | +3.8% | 46,278 | -0.6% | 0.12% | -0.8% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $1,444,465 | -7.5% | 35,317 | -8.0% | 0.10% | -11.4% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,390,506 | -12.6% | 6,116 | -0.4% | 0.10% | -16.4% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $1,366,180 | -21.0% | 5,131 | -26.6% | 0.10% | -24.6% |
| AMGN | Sell | AMGEN INC | $1,355,319 | -22.2% | 5,562 | -8.8% | 0.10% | -25.2% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $1,301,086 | -31.8% | 14,812 | -34.4% | 0.09% | -34.5% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $1,303,191 | -91.3% | 24,851 | -91.1% | 0.09% | -91.7% |
| ARCC | Sell | ARES CAPITAL CORP | $1,241,071 | -29.6% | 62,967 | -33.0% | 0.09% | -32.6% |
| NFLX | Sell | NETFLIX INC | $1,164,380 | +1.2% | 3,247 | -13.0% | 0.08% | -3.6% |
| NSC | Sell | NORFOLK SOUTHN CORP | $1,063,114 | -1.4% | 4,435 | -0.6% | 0.07% | -6.3% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $1,015,704 | -3.9% | 21,717 | -10.7% | 0.07% | -7.8% |
| TFC | Sell | TRUIST FINL CORP | $818,817 | -7.9% | 16,677 | -21.5% | 0.06% | -12.3% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $809,982 | -0.1% | 3,400 | -6.5% | 0.06% | -3.4% |
| USB | Sell | US BANCORP DEL | $807,921 | +12.1% | 16,458 | -0.5% | 0.06% | +5.7% |
| AGG | Sell | ISHARES TRcore us aggbd et | $806,610 | -6.1% | 8,171 | -5.2% | 0.06% | -11.1% |
| RPV | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $790,523 | +3.5% | 9,155 | -4.0% | 0.06% | -1.8% |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $777,562 | -26.7% | 27,159 | -30.3% | 0.05% | -29.9% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $755,354 | +2.2% | 8,395 | -3.3% | 0.05% | -1.9% |
| IPG | Sell | INTERPUBLIC GROUP COS INC | $748,285 | +16.2% | 19,933 | -0.7% | 0.05% | +10.6% |
| IGSB | Sell | ISHARES TR | $715,595 | -4.2% | 14,261 | -4.3% | 0.05% | -9.1% |
| REET | Sell | ISHARES TRglobal reit etf | $666,614 | +6.0% | 26,923 | -1.2% | 0.05% | +2.2% |
| BLL | Sell | BALL CORP | $676,017 | +4.0% | 12,089 | -2.4% | 0.05% | 0.0% |
| DAUG | Sell | FIRST TR EXCHNG TRADED FD VIvest us deep | $677,557 | +2.2% | 20,984 | -0.4% | 0.05% | -2.1% |
| DFEB | Sell | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $653,627 | -3.5% | 19,361 | -3.9% | 0.05% | -6.1% |
| DAPR | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us dep | $637,908 | -0.8% | 21,200 | -2.2% | 0.04% | -4.3% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $611,583 | -0.1% | 6,601 | -7.4% | 0.04% | -4.4% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $610,799 | -35.8% | 14,529 | -39.5% | 0.04% | -37.7% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $619,446 | +3.8% | 11,448 | -1.9% | 0.04% | -2.3% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $607,561 | +12.7% | 15,543 | -0.1% | 0.04% | +7.7% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $596,619 | -0.2% | 11,875 | -0.3% | 0.04% | -4.5% |
| PII | Sell | POLARIS INC | $583,847 | -0.4% | 4,986 | -8.0% | 0.04% | -4.7% |
| HDV | Sell | ISHARES TRcore high dv etf | $566,703 | -2.6% | 5,366 | -3.2% | 0.04% | -4.8% |
| VOO | Sell | VANGUARD INDEX FDS | $572,819 | -23.6% | 1,510 | -27.2% | 0.04% | -27.3% |
| SQ | Sell | BLOCK INCcl a | $551,568 | +18.4% | 7,180 | -5.9% | 0.04% | +14.7% |
| JNK | Sell | SPDR SER TRbloomberg high y | $525,079 | -2.8% | 5,708 | -3.1% | 0.04% | -5.1% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $532,668 | -13.9% | 2,173 | -5.9% | 0.04% | -17.8% |
| PBND | Sell | INVESCO EXCH TRADED FD TR IIpurbeta us agg | $529,488 | -1.6% | 23,975 | -0.2% | 0.04% | -5.1% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $507,243 | -7.8% | 4,690 | -6.2% | 0.04% | -12.5% |
| SUN | Sell | SUNOCO LP/SUNOCO FIN CORP | $482,245 | +6.5% | 10,276 | -1.4% | 0.03% | +3.0% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $490,417 | +17.6% | 4,680 | -0.8% | 0.03% | +13.3% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $476,276 | -1.6% | 2,145 | -7.4% | 0.03% | -5.7% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $478,718 | -16.5% | 10,192 | -14.6% | 0.03% | -21.4% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $464,802 | -12.8% | 4,069 | -17.8% | 0.03% | -17.9% |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $434,387 | +1.5% | 5,679 | -4.6% | 0.03% | -3.2% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $419,889 | +6.8% | 862 | -0.8% | 0.03% | 0.0% |
| EYLD | Sell | CAMBRIA ETF TRemrg sharehldr | $408,390 | -6.1% | 14,063 | -7.9% | 0.03% | -9.4% |
| XYL | Sell | XYLEM INC | $406,420 | -4.1% | 3,793 | -0.8% | 0.03% | -9.7% |
| QCOM | Sell | QUALCOMM INC | $391,495 | +6.7% | 2,992 | -3.6% | 0.03% | 0.0% |
| GOVT | Sell | ISHARES TRus treas bd etf | $386,082 | -58.0% | 16,790 | -57.4% | 0.03% | -59.7% |
| MKL | Sell | MARKEL CORP | $376,189 | +3.9% | 275 | -1.8% | 0.03% | 0.0% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $362,670 | +7.3% | 1,935 | -0.2% | 0.02% | 0.0% |
| XDQQ | Sell | INNOVATOR ETFS TRgrowth accelerat | $341,838 | -1.2% | 15,412 | -2.4% | 0.02% | -4.0% |
| PYPL | Sell | PAYPAL HLDGS INC | $341,715 | -4.3% | 4,301 | -10.3% | 0.02% | -7.7% |
| ICVT | Sell | ISHARES TRconv bd etf | $329,193 | -9.8% | 4,430 | -14.0% | 0.02% | -14.8% |
| INFL | Sell | LISTED FD TRhorizon kinetics | $324,265 | -1.7% | 10,080 | -2.5% | 0.02% | -4.2% |
| NKE | Sell | NIKE INCcl b | $326,046 | +11.3% | 2,605 | -3.8% | 0.02% | +9.5% |
| CCL | Sell | CARNIVAL CORP | $322,649 | -15.1% | 27,719 | -35.1% | 0.02% | -17.9% |
| Sell | AIM ETF PRODUCTS TRUSTallianzim u s la | $318,902 | -1.0% | 13,573 | -2.3% | 0.02% | -8.3% | |
| TSN | Sell | TYSON FOODS INCcl a | $310,388 | -38.4% | 5,092 | -35.6% | 0.02% | -40.5% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $313,221 | -55.7% | 1,296 | -59.2% | 0.02% | -57.7% |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $316,671 | -41.6% | 7,638 | -41.7% | 0.02% | -45.0% |
| LUV | Sell | SOUTHWEST AIRLS CO | $313,998 | -8.7% | 8,953 | -1.6% | 0.02% | -12.0% |
| MUB | Sell | ISHARES TRnational mun etf | $292,320 | -0.2% | 2,723 | -0.9% | 0.02% | -4.8% |
| DDEC | Sell | FIRST TR EXCHNG TRADED FD VIft cboe deep bfr | $284,603 | -76.9% | 8,931 | -77.9% | 0.02% | -77.8% |
| SPOT | Sell | SPOTIFY TECHNOLOGY S A | $288,431 | -84.0% | 2,358 | -90.1% | 0.02% | -84.8% |
| AVGO | Sell | BROADCOM INC | $289,052 | +8.7% | 481 | -6.4% | 0.02% | +5.3% |
| EMR | Sell | EMERSON ELEC CO | $286,616 | -9.6% | 3,298 | -1.4% | 0.02% | -13.0% |
| VTWO | Sell | VANGUARD SCOTTSDALE FDSvng rus2000idx | $287,723 | -19.9% | 3,702 | -25.2% | 0.02% | -23.1% |
| PFEB | Sell | INNOVATOR ETFS TRus eqty pwr buf | $279,496 | -9.5% | 9,588 | -12.4% | 0.02% | -13.0% |
| SONO | Sell | SONOS INC | $272,442 | -90.4% | 12,845 | -92.1% | 0.02% | -90.9% |
| PNOV | Sell | INNOVATOR ETFS TRus eqty pwr buf | $268,426 | +1.3% | 8,446 | -2.5% | 0.02% | 0.0% |
| NVR | Sell | NVR INC | $254,800 | -5.3% | 49 | -14.0% | 0.02% | -10.0% |
| NOW | Sell | SERVICENOW INC | $250,806 | +17.7% | 544 | -0.7% | 0.02% | +12.5% |
| PM | Sell | PHILIP MORRIS INTL INC | $261,263 | -0.7% | 2,519 | -2.3% | 0.02% | -5.3% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $246,822 | -18.8% | 5,283 | -18.8% | 0.02% | -22.7% |
| Sell | GENERAL ELECTRIC CO | $245,677 | -23.7% | 2,971 | -21.6% | 0.02% | -29.2% | |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $247,246 | -36.3% | 2,942 | -41.8% | 0.02% | -39.3% |
| NEM | Sell | NEWMONT CORP | $234,207 | +0.1% | 4,849 | -2.1% | 0.02% | -5.9% |
| SLV | Sell | ISHARES SILVER TRishares | $231,694 | -9.1% | 11,470 | -6.0% | 0.02% | -15.8% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $234,023 | -9.6% | 1,885 | -14.7% | 0.02% | -15.8% |
| Sell | PHILLIPS EDISON & CO INC | $230,090 | -7.2% | 6,716 | -12.0% | 0.02% | -11.1% | |
| PCEF | Sell | INVESCO EXCH TRADED FD TR II | $223,350 | -0.7% | 11,401 | -4.9% | 0.02% | 0.0% |
| IGIB | Sell | ISHARES TR | $225,577 | -4.4% | 4,451 | -4.2% | 0.02% | -5.9% |
| AOM | Sell | ISHARES TRmodert alloc etf | $224,535 | -1.9% | 5,643 | -3.3% | 0.02% | -5.9% |
| MNA | Sell | INDEXIQ ETF TRiq mrgr arb etf | $215,085 | -7.3% | 6,832 | -7.2% | 0.02% | -11.8% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $212,166 | -2.7% | 1,461 | -7.0% | 0.02% | -6.2% |
| IDEV | Sell | ISHARES TRcore msci intl | $219,076 | +0.5% | 3,605 | -6.0% | 0.02% | -6.2% |
| AGNC | Sell | AGNC INVT CORP | $213,150 | +10.4% | 18,632 | -5.3% | 0.02% | +7.1% |
| FPX | Sell | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $221,636 | +1.7% | 2,588 | -1.7% | 0.02% | -6.2% |
| HPQ | Sell | HP INC | $202,975 | -85.1% | 6,690 | -86.4% | 0.01% | -86.0% |
| ALT | Sell | ALTIMMUNE INC | $157,609 | +16.7% | 11,931 | -9.5% | 0.01% | +10.0% |
| Sell | STARBOARD INVT TRrh tactical rot | $156,460 | -1.6% | 13,038 | -0.5% | 0.01% | -8.3% | |
| DSL | Sell | DOUBLELINE INCOME SOLUTIONS | $133,295 | -20.7% | 10,899 | -21.6% | 0.01% | -25.0% |
| SCS | Sell | STEELCASE INCcl a | $90,959 | -3.2% | 11,890 | -10.2% | 0.01% | -14.3% |
| USA | Sell | LIBERTY ALL STAR EQUITY FDsh ben int | $68,296 | -31.0% | 10,605 | -34.4% | 0.01% | -28.6% |
| SEEL | Sell | SEELOS THERAPEUTICS INC | $55,926 | -35.0% | 78,493 | -2.8% | 0.00% | -33.3% |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -3,302 | -100.0% | -0.02% | – |
| COMT | Exit | ISHARES U S ETF TRgsci cmdty stgy | $0 | – | -6,835 | -100.0% | -0.02% | – |
| FXZ | Exit | FIRST TR EXCHANGE TRADED FDmaterials alph | $0 | – | -9,510 | -100.0% | -0.04% | – |
| QYLD | Exit | GLOBAL X FDSnasdaq 100 cover | $0 | – | -42,693 | -100.0% | -0.05% | – |
| JPHY | Exit | J P MORGAN EXCHANGE TRADED Fhigh yld resrch | $0 | – | -15,612 | -100.0% | -0.05% | – |
| EELV | Exit | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $0 | – | -41,753 | -100.0% | -0.07% | – |
| IJUL | Exit | INNOVATOR ETFS TRintrnl dev july | $0 | – | -40,148 | -100.0% | -0.07% | – |
| LPX | Exit | LOUISIANA PAC CORP | $0 | – | -16,854 | -100.0% | -0.08% | – |
| EMLP | Exit | FIRST TR EXCHANGE-TRADED FDno amer energy | $0 | – | -173,294 | -100.0% | -0.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 7 | Q4 2023 | 9.2% |
| BERKSHIRE HATHAWAY INC DEL | 7 | Q4 2023 | 2.9% |
| Vanguard Total Stock Market | 7 | Q4 2023 | 2.8% |
| First Trust CBOE Vest Fund of Buffer ETF | 7 | Q4 2023 | 2.4% |
| Pepsico Incorporated | 7 | Q4 2023 | 2.3% |
| NUCOR CORP | 7 | Q4 2023 | 2.1% |
| MSC Industrial Direct Co Inc | 7 | Q4 2023 | 2.2% |
| First Tr Long/Short Equity | 7 | Q4 2023 | 2.0% |
| WP CAREY INC | 7 | Q4 2023 | 2.0% |
| CHEVRON CORP NEW | 7 | Q4 2023 | 1.9% |
View WealthPlan Investment Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-12-12 |
| 13F-HR | 2022-09-07 |
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.