$566 Million is the total value of WealthPlan Investment Management, LLC's 180 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 7.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $47,210,076 | +52.5% | 275,744 | +72.7% | 8.34% | -9.6% |
| FLTR | Buy | VANECK ETF TRUSTig floating rate | $13,411,308 | +140.2% | 530,301 | +139.9% | 2.37% | +42.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $12,339,989 | +159.3% | 35,227 | +152.2% | 2.18% | +53.7% |
| MSM | Buy | MSC INDL DIRECT INCcl a | $12,245,967 | +96.9% | 124,768 | +91.1% | 2.16% | +16.7% |
| PEP | Buy | PEPSICO INC | $11,891,654 | +83.5% | 70,182 | +100.6% | 2.10% | +8.8% |
| NUE | Buy | NUCOR CORP | $11,591,096 | +88.4% | 74,136 | +97.6% | 2.05% | +11.7% |
| CVX | Buy | CHEVRON CORP NEW | $10,693,260 | +105.3% | 63,416 | +91.6% | 1.89% | +21.7% |
| CASY | Buy | CASEYS GEN STORES INC | $10,474,889 | +120.2% | 38,579 | +97.8% | 1.85% | +30.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $10,457,024 | +107.4% | 79,310 | +90.3% | 1.85% | +23.0% |
| ABBV | Buy | ABBVIE INC | $9,881,698 | +114.1% | 66,293 | +93.5% | 1.75% | +27.0% |
| Buy | STARBOARD INVT TRrh hedged multi | $9,606,626 | +46.1% | 1,338,007 | +57.7% | 1.70% | -13.4% | |
| BUFR | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $9,546,410 | +34.0% | 389,809 | +37.5% | 1.69% | -20.6% |
| FTLS | Buy | FIRST TR EXCH TRADED FD IIIlng/sht equity | $9,355,886 | +42.1% | 176,028 | +41.1% | 1.65% | -15.7% |
| GPC | Buy | GENUINE PARTS CO | $9,211,207 | +73.5% | 63,798 | +103.4% | 1.63% | +2.8% |
| GGG | Buy | GRACO INC | $9,128,953 | +62.8% | 125,260 | +92.8% | 1.61% | -3.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $9,064,560 | +96.6% | 58,199 | +109.0% | 1.60% | +16.5% |
| ABT | Buy | ABBOTT LABS | $9,033,122 | +80.7% | 93,269 | +103.4% | 1.60% | +7.2% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $9,025,731 | +103.4% | 119,673 | +103.8% | 1.60% | +20.6% |
| BKH | Buy | BLACK HILLS CORP | $8,911,235 | +70.6% | 176,146 | +103.3% | 1.58% | +1.2% |
| O | Buy | REALTY INCOME CORP | $8,800,839 | +60.5% | 176,228 | +92.1% | 1.56% | -4.9% |
| WPC | Buy | WP CAREY INC | $8,585,845 | +57.0% | 158,762 | +96.1% | 1.52% | -6.9% |
| Buy | SIMPLIFY EXCHANGE TRADED FUNhedged equity | $8,560,199 | +36.2% | 351,293 | +38.6% | 1.51% | -19.3% | |
| New | VANECK ETF TRUSTclo etf | $8,331,882 | – | 159,737 | +100.0% | 1.47% | – | |
| Buy | PIMCO ETF TR | $8,301,773 | +68.8% | 193,424 | +75.2% | 1.47% | 0.0% | |
| APD | Buy | AIR PRODS & CHEMS INC | $8,147,799 | +84.4% | 28,750 | +94.9% | 1.44% | +9.3% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $8,037,180 | +82.8% | 247,985 | +109.8% | 1.42% | +8.4% |
| DEO | Buy | DIAGEO PLCspon adr new | $7,997,966 | +59.6% | 53,613 | +85.6% | 1.41% | -5.4% |
| TXN | Buy | TEXAS INSTRS INC | $7,952,880 | +100.0% | 50,015 | +126.5% | 1.41% | +18.6% |
| COST | Buy | COSTCO WHSL CORP NEW | $7,939,770 | +112.2% | 14,054 | +99.7% | 1.40% | +25.7% |
| LECO | Buy | LINCOLN ELEC HLDGS INC | $7,242,682 | +80.9% | 39,841 | +97.6% | 1.28% | +7.2% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $7,199,972 | +29.1% | 33,897 | +23.4% | 1.27% | -23.5% |
| WMT | Buy | WALMART INC | $7,092,419 | +472.7% | 44,347 | +462.9% | 1.25% | +239.8% |
| CFR | Buy | CULLEN FROST BANKERS INC | $7,027,965 | +75.9% | 77,053 | +107.3% | 1.24% | +4.2% |
| NKE | Buy | NIKE INCcl b | $6,813,697 | +6073.5% | 71,258 | +7025.8% | 1.20% | +3548.5% |
| FB | Buy | META PLATFORMS INCcl a | $6,673,268 | +61.4% | 22,229 | +54.3% | 1.18% | -4.3% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $6,671,525 | +105.5% | 47,552 | +96.0% | 1.18% | +21.8% |
| MSFT | Buy | MICROSOFT CORP | $6,579,359 | +29.3% | 20,837 | +39.4% | 1.16% | -23.4% |
| IGRO | Buy | ISHARES TRintl div grwth | $6,143,605 | +30.7% | 103,585 | +36.6% | 1.09% | -22.5% |
| DGRO | Buy | ISHARES TRcore div grwth | $6,041,343 | +16.9% | 121,973 | +21.6% | 1.07% | -30.7% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $5,930,319 | +23.4% | 119,974 | +21.6% | 1.05% | -26.9% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $5,910,462 | +28.4% | 77,933 | +35.1% | 1.04% | -23.9% |
| VMI | Buy | VALMONT INDS INC | $5,901,845 | +66.8% | 24,570 | +102.1% | 1.04% | -1.1% |
| AMZN | Buy | AMAZON COM INC | $5,834,045 | +123.6% | 45,894 | +129.3% | 1.03% | +32.5% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $5,701,956 | +183.0% | 84,199 | +199.1% | 1.01% | +67.7% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $5,697,510 | +141.2% | 14,391 | +139.6% | 1.01% | +43.0% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $5,660,992 | +146.9% | 22,524 | +141.8% | 1.00% | +46.3% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $5,613,164 | +40.2% | 106,330 | +42.8% | 0.99% | -16.8% |
| UMBF | Buy | UMB FINL CORP | $5,419,097 | +98.4% | 87,334 | +94.7% | 0.96% | +17.7% |
| LMT | Buy | LOCKHEED MARTIN CORP | $4,590,668 | +127.1% | 11,225 | +155.6% | 0.81% | +34.5% |
| DHR | Buy | DANAHER CORPORATION | $4,532,278 | +162.1% | 18,268 | +153.7% | 0.80% | +55.2% |
| TDV | Buy | PROSHARES TRs&p tech dividen | $4,348,617 | +32.3% | 69,981 | +41.1% | 0.77% | -21.5% |
| Buy | INNOVATOR ETFS TRinternational dv | $4,341,173 | +33.5% | 165,378 | +32.6% | 0.77% | -20.9% | |
| AGOX | Buy | STARBOARD INVT TRadaptive alpha | $4,177,380 | +41.8% | 184,251 | +46.5% | 0.74% | -15.9% |
| PJUL | Buy | INNOVATOR ETFS TRus eqty pwr buf | $3,918,198 | +14.3% | 116,267 | +16.0% | 0.69% | -32.2% |
| PHDG | Buy | INVESCO ACTIVELY MANAGED ETFs&p500 downsid | $3,802,116 | +33.0% | 122,032 | +42.2% | 0.67% | -21.1% |
| PJAN | Buy | INNOVATOR ETFS TRus eqty pwr buf | $3,492,547 | +27.3% | 100,372 | +28.4% | 0.62% | -24.6% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $3,451,920 | +64.5% | 64,450 | +69.9% | 0.61% | -2.6% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $3,425,936 | +106.3% | 43,894 | +136.8% | 0.61% | +22.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $3,278,132 | +89.8% | 22,605 | +90.4% | 0.58% | +12.4% |
| New | COLUMBIA ETF TR Iseligman semicon | $3,254,910 | – | 167,881 | +100.0% | 0.58% | – | |
| Buy | FIRST TR EXCHNG TRADED FD VIcboe vest u s eq | $3,210,837 | +17.6% | 94,701 | +17.6% | 0.57% | -30.2% | |
| NAPR | Buy | INNOVATOR ETFS TRgrwt100 pwr bf | $3,160,794 | +16.2% | 75,582 | +15.8% | 0.56% | -31.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,673,993 | +36.0% | 20,434 | +24.4% | 0.47% | -19.3% |
| TSLA | Buy | TESLA INC | $2,628,311 | +233.6% | 10,504 | +249.0% | 0.46% | +97.9% |
| Buy | BONDBLOXX ETF TRUSTbloomberg seven | $2,618,310 | +50.5% | 56,847 | +58.1% | 0.46% | -10.8% | |
| Buy | AIM ETF PRODUCTS TRUSTu s lrgcp 6m apr | $2,318,922 | +14.2% | 85,144 | +15.9% | 0.41% | -32.2% | |
| PFE | Buy | PFIZER INC | $2,182,885 | +9.7% | 65,809 | +21.3% | 0.39% | -34.9% |
| UNP | Buy | UNION PAC CORP | $2,135,246 | +55.5% | 10,486 | +56.3% | 0.38% | -7.8% |
| LOW | Buy | LOWES COS INC | $2,021,382 | +20.5% | 9,726 | +30.9% | 0.36% | -28.6% |
| ADBE | Buy | ADOBE INC | $1,945,778 | +73.1% | 3,816 | +66.0% | 0.34% | +2.7% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $1,789,239 | +43.8% | 30,183 | +48.0% | 0.32% | -14.8% |
| XOM | Buy | EXXON MOBIL CORP | $1,629,799 | +258.8% | 13,861 | +227.3% | 0.29% | +113.3% |
| SPGI | Buy | S&P GLOBAL INC | $1,615,457 | +88.4% | 4,421 | +106.7% | 0.29% | +11.7% |
| TLT | New | ISHARES TR20 yr tr bd etf | $1,599,613 | – | 18,036 | +100.0% | 0.28% | – |
| BX | Buy | BLACKSTONE INC | $1,601,154 | +132.4% | 14,945 | +101.7% | 0.28% | +38.0% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $1,547,687 | +117.2% | 3,196 | +115.7% | 0.27% | +29.2% |
| CHRW | Buy | C H ROBINSON WORLDWIDE INC | $1,297,756 | +46.9% | 15,067 | +60.9% | 0.23% | -12.9% |
| NVDA | Buy | NVIDIA CORPORATION | $1,287,570 | +14.4% | 2,960 | +11.3% | 0.23% | -32.1% |
| V | Buy | VISA INC | $1,279,665 | +98.6% | 5,564 | +105.0% | 0.23% | +17.7% |
| WFC | Buy | WELLS FARGO CO NEW | $1,186,390 | +144.3% | 29,035 | +155.2% | 0.21% | +44.8% |
| AMGN | Buy | AMGEN INC | $1,181,721 | +24.6% | 4,397 | +3.0% | 0.21% | -26.1% |
| Buy | FS CREDIT OPPORTUNITIES CORP | $1,141,103 | +30.9% | 210,536 | +14.8% | 0.20% | -22.3% | |
| SHCR | Buy | SHARECARE INC | $1,107,099 | -46.1% | 1,177,264 | +0.2% | 0.20% | -68.0% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $1,026,042 | +180.6% | 14,500 | +188.0% | 0.18% | +66.1% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $987,039 | +87.6% | 1,950 | +93.5% | 0.17% | +10.8% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $971,964 | +58.1% | 4,040 | +44.4% | 0.17% | -6.0% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $971,020 | +122.2% | 15,294 | +133.3% | 0.17% | +32.3% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $972,129 | -3.0% | 2,274 | +0.6% | 0.17% | -42.5% |
| ZLAB | Buy | ZAI LAB LTDadr | $957,644 | -7.6% | 39,393 | +5.3% | 0.17% | -45.3% |
| AMN | Buy | AMN HEALTHCARE SVCS INC | $957,764 | +52.8% | 11,244 | +95.7% | 0.17% | -9.6% |
| ADSK | Buy | AUTODESK INC | $952,614 | +112.7% | 4,604 | +110.3% | 0.17% | +25.4% |
| IDV | Buy | ISHARES TRintl sel div etf | $929,694 | +117.5% | 36,602 | +136.8% | 0.16% | +29.1% |
| ARCC | Buy | ARES CAPITAL CORP | $920,478 | +242.8% | 47,277 | +230.8% | 0.16% | +103.8% |
| BA | Buy | BOEING CO | $894,571 | +31.3% | 4,667 | +44.6% | 0.16% | -22.2% |
| LNG | Buy | CHENIERE ENERGY INC | $866,621 | +121.2% | 5,222 | +103.1% | 0.15% | +30.8% |
| MCD | Buy | MCDONALDS CORP | $854,097 | +65.9% | 3,242 | +87.9% | 0.15% | -1.9% |
| GOLF | Buy | ACUSHNET HLDGS CORP | $816,965 | +3.6% | 15,403 | +6.8% | 0.14% | -38.7% |
| LULU | New | LULULEMON ATHLETICA INC | $803,226 | – | 2,083 | +100.0% | 0.14% | – |
| TSN | Buy | TYSON FOODS INCcl a | $778,157 | +6305.6% | 15,412 | +6375.6% | 0.14% | +3350.0% |
| FDX | Buy | FEDEX CORP | $776,670 | +79.1% | 2,932 | +67.5% | 0.14% | +6.2% |
| REGL | Buy | PROSHARES TRs&p mdcp 400 div | $745,429 | +132.7% | 11,169 | +145.0% | 0.13% | +37.5% |
| NFLX | Buy | NETFLIX INC | $700,826 | +750.8% | 1,856 | +892.5% | 0.12% | +396.0% |
| DNL | Buy | WISDOMTREE TRglb us qtly div | $692,635 | +127.7% | 20,707 | +143.8% | 0.12% | +34.1% |
| MDT | Buy | MEDTRONIC PLC | $623,530 | +43.3% | 7,957 | +61.1% | 0.11% | -15.4% |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $622,644 | +57.1% | 14,850 | +56.9% | 0.11% | -6.8% |
| BP | Buy | BP PLCsponsored adr | $577,548 | +3109.0% | 14,916 | +2824.7% | 0.10% | +1940.0% |
| SBUX | Buy | STARBUCKS CORP | $565,747 | +12.6% | 6,199 | +22.2% | 0.10% | -33.3% |
| WERN | Buy | WERNER ENTERPRISES INC | $545,062 | +171.3% | 13,994 | +207.7% | 0.10% | +60.0% |
| FMC | Buy | FMC CORP | $535,008 | +32.8% | 7,989 | +107.0% | 0.10% | -20.8% |
| IVOL | Buy | KRANESHARES TRquadrtc int rt | $483,715 | +41.9% | 23,527 | +42.1% | 0.09% | -15.7% |
| MO | Buy | ALTRIA GROUP INC | $473,045 | +38.1% | 11,250 | +48.7% | 0.08% | -17.6% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $468,289 | +84.0% | 5,328 | +91.8% | 0.08% | +9.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $459,317 | +54.6% | 911 | +47.4% | 0.08% | -9.0% |
| DOW | Buy | DOW INC | $446,665 | +896.0% | 8,663 | +928.9% | 0.08% | +507.7% |
| BAC | Buy | BANK AMERICA CORP | $438,960 | +6950.4% | 16,032 | +7288.0% | 0.08% | +3800.0% |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $438,524 | +1280.4% | 6,270 | +1239.7% | 0.08% | +766.7% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $426,045 | +40.0% | 5,097 | +57.0% | 0.08% | -17.6% |
| CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $425,531 | +957.2% | 9,375 | +1207.5% | 0.08% | +525.0% |
| PII | Buy | POLARIS INC | $412,006 | +25.5% | 3,956 | +45.7% | 0.07% | -25.5% |
| UBER | Buy | UBER TECHNOLOGIES INC | $414,186 | +205.2% | 9,006 | +186.5% | 0.07% | +82.5% |
| SHY | New | ISHARES TR1 3 yr treas bd | $399,263 | – | 4,931 | +100.0% | 0.07% | – |
| CINF | Buy | CINCINNATI FINL CORP | $397,729 | +299.0% | 3,888 | +279.7% | 0.07% | +133.3% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $395,582 | +923.6% | 5,259 | +1045.8% | 0.07% | +483.3% |
| DFEB | Buy | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $396,093 | +567.6% | 11,367 | +577.4% | 0.07% | +288.9% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $395,347 | +52.9% | 8,916 | +43.3% | 0.07% | -9.1% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $390,029 | +1.3% | 6,720 | +11.6% | 0.07% | -40.0% |
| MKL | Buy | MARKEL GROUP INC | $375,485 | +142.4% | 255 | +127.7% | 0.07% | +43.5% |
| EYLD | Buy | CAMBRIA ETF TRemrg sharehldr | $359,963 | +477.3% | 12,551 | +466.4% | 0.06% | +236.8% |
| VSH | Buy | VISHAY INTERTECHNOLOGY INC | $356,831 | +124.6% | 14,435 | +167.0% | 0.06% | +34.0% |
| PFF | Buy | ISHARES TRpfd and incm sec | $353,482 | +55.2% | 11,724 | +59.3% | 0.06% | -8.8% |
| PMAY | Buy | INNOVATOR ETFS TRus eqty pwr buf | $345,827 | +291.7% | 11,715 | +296.0% | 0.06% | +134.6% |
| HON | Buy | HONEYWELL INTL INC | $332,532 | +6.8% | 1,800 | +20.0% | 0.06% | -36.6% |
| XYL | Buy | XYLEM INC | $327,708 | -6.1% | 3,600 | +16.1% | 0.06% | -44.2% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $315,381 | +69.4% | 1,079 | +98.0% | 0.06% | 0.0% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $303,380 | +622.4% | 11,375 | +656.8% | 0.05% | +315.4% |
| DUK | Buy | DUKE ENERGY CORP NEW | $307,498 | +4866.1% | 3,484 | +4949.3% | 0.05% | +2600.0% |
| W | Buy | WAYFAIR INCcl a | $300,488 | +172.7% | 4,961 | +192.7% | 0.05% | +60.6% |
| LEAD | Buy | SIREN ETF TRdivcn ldrs etf | $302,086 | +821.8% | 5,513 | +848.9% | 0.05% | +430.0% |
| GPP | Buy | GREEN PLAINS PARTNERS LP | $299,440 | +18.7% | 20,124 | +3.3% | 0.05% | -29.3% |
| ESGU | New | ISHARES TResg awr msci usa | $294,314 | – | 3,134 | +100.0% | 0.05% | – |
| SQ | Buy | BLOCK INCcl a | $292,957 | +858.8% | 6,619 | +1342.0% | 0.05% | +477.8% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $289,129 | -4.3% | 4,166 | +0.5% | 0.05% | -43.3% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $269,351 | +19.1% | 24,598 | +23.7% | 0.05% | -28.4% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $263,800 | +52.2% | 3,197 | +173.5% | 0.05% | -9.6% |
| GNRC | New | GENERAC HLDGS INC | $261,504 | – | 2,400 | +100.0% | 0.05% | – |
| Z | Buy | ZILLOW GROUP INCcl c cap stk | $262,466 | +251.9% | 5,686 | +283.2% | 0.05% | +109.1% |
| New | VERALTO CORP | $255,709 | – | 3,024 | +100.0% | 0.04% | – | |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $253,608 | +36.9% | 3,707 | +41.1% | 0.04% | -18.2% |
| CHPT | Buy | CHARGEPOINT HOLDINGS INC | $251,353 | +39.6% | 50,574 | +146.9% | 0.04% | -18.5% |
| DDEC | Buy | FIRST TR EXCHNG TRADED FD VIft cboe deep bfr | $248,351 | +263.9% | 7,398 | +265.9% | 0.04% | +120.0% |
| CAT | Buy | CATERPILLAR INC | $242,970 | +67.4% | 890 | +50.8% | 0.04% | 0.0% |
| PFEB | Buy | INNOVATOR ETFS TRus eqty pwr buf | $223,527 | +140.5% | 7,339 | +143.2% | 0.04% | +42.9% |
| LW | Buy | LAMB WESTON HLDGS INC | $226,170 | -17.6% | 2,446 | +2.4% | 0.04% | -51.2% |
| NVR | Buy | NVR INC | $220,642 | +396.3% | 37 | +428.6% | 0.04% | +200.0% |
| USB | Buy | US BANCORP DEL | $222,531 | +105.2% | 6,731 | +105.0% | 0.04% | +21.9% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $216,078 | -18.6% | 1,925 | +5.6% | 0.04% | -51.9% |
| F | Buy | FORD MTR CO DEL | $208,039 | +5.1% | 16,750 | +28.0% | 0.04% | -37.3% |
| AGNC | New | AGNC INVT CORP | $99,904 | – | 10,583 | +100.0% | 0.02% | – |
| NNI | Exit | Nelnet Incstock/etf | $0 | – | 0 | +100.0% | 0.00% | – |
| DOV | Exit | Dover Corpstock/etf | $0 | – | 0 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-11-15
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.