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Feltz Wealth PLAN

Latest statistics and disclosures from WealthPLAN Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, BRK.B, DGRO, COWZ, BUFR, and represent 19.65% of WealthPLAN Partners's stock portfolio.
Added to shares of these 10 stocks: HELO (+$10M), FLBL (+$5.3M), FSEP, MBSF, SEPT, FAUG, BSEP, First Tr Exchng Traded Fd Vi, ON, VLTO.
Started 22 new stock positions in DUK, GSEP, IRM, XSEP, FSEP, KKR, SEPW, VLTO, Schwab Strategic Tr, ON. HELO, PSEP, First Tr Exchng Traded Fd Vi, PM, Innovator Etfs Trust, AGNC, VTWO, VYM, MBSF, FAUG, SNPS, SEPT.
Reduced shares in these 10 stocks: VTI (-$23M), SCHF (-$20M), AAPL (-$19M), IEMG (-$16M), , IVE (-$16M), DGRO (-$11M), BRK.B (-$7.3M), QQQ (-$6.2M), XHLF (-$5.8M).
Sold out of its positions in JUNW, JUNT, BOXX, XHLF, XSVN, SILA, CMG, CAG, TDIV, FTSM.
WealthPLAN Partners was a net seller of stock by $-237M.
WealthPLAN Partners has $745M in assets under management (AUM), dropping by -20.04%.
Central Index Key (CIK): 0001639943

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Portfolio Holdings for WealthPLAN Partners

WealthPLAN Partners holds 255 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	7.3	$55M	-25%	234k	233.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	4.9	$36M	-16%	79k	460.26	View chart
Ishares Tr Core Div Grwth (DGRO)	2.6	$19M	-35%	309k	62.72	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	2.5	$19M		324k	57.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.3	$17M	-5%	584k	29.89	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.2	$16M		169k	96.95	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	2.2	$16M	+3%	564k	28.87	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.2	$16M	-58%	57k	283.16	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	2.1	$15M		286k	53.77	View chart
Amazon (AMZN)	1.7	$13M	-15%	69k	186.33	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$12M	-10%	21k	576.81	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	1.5	$11M		179k	63.48	View chart
Costco Wholesale Corporation (COST)	1.4	$10M	-23%	12k	886.51	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.4	$10M	NEW	168k	61.14	View chart
Ishares Tr Intl Div Grwth (IGRO)	1.3	$10M		135k	74.59	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	1.3	$9.4M		327k	28.85	View chart
NVIDIA Corporation (NVDA)	1.3	$9.3M	-35%	77k	121.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$9.0M	-40%	19k	488.08	View chart
Microsoft Corporation (MSFT)	1.1	$8.5M	-3%	20k	430.75	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.1	$8.4M	-6%	130k	64.58	View chart
Vaneck Etf Trust Clo Etf (CLOI)	1.1	$8.0M	+2%	152k	53.00	View chart
Wal-Mart Stores (WMT)	1.0	$7.6M	-22%	95k	80.75	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$7.4M	-28%	44k	167.19	View chart
Johnson & Johnson (JNJ)	1.0	$7.3M	-9%	45k	162.06	View chart
Abbvie (ABBV)	0.9	$6.8M	-17%	34k	197.48	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.9	$6.6M		80k	82.94	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.9	$6.6M	-11%	97k	67.51	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$6.5M	-14%	68k	95.75	View chart
Pepsi (PEP)	0.9	$6.4M	-13%	37k	171.02	View chart
Realty Income (O)	0.8	$5.9M	-8%	93k	63.42	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.8	$5.9M	+1033%	242k	24.27	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.8	$5.8M	+7%	69k	84.53	View chart
Casey's General Stores (CASY)	0.8	$5.8M	-32%	15k	375.71	View chart
JPMorgan Chase & Co. (JPM)	0.8	$5.8M	-12%	27k	210.86	View chart
Chevron Corporation (CVX)	0.7	$5.5M	-19%	37k	147.27	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.7	$5.5M	+233%	130k	42.12	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.7	$5.4M		70k	77.07	View chart
Brown & Brown (BRO)	0.7	$5.4M	-11%	52k	103.60	View chart
Msc Indl Direct Cl A (MSM)	0.7	$5.3M	-2%	62k	86.06	View chart
International Business Machines (IBM)	0.7	$5.2M	-19%	24k	221.08	View chart
Union Pacific Corporation (UNP)	0.7	$5.2M	-2%	21k	246.48	View chart
Hormel Foods Corporation (HRL)	0.7	$5.2M	+10%	163k	31.70	View chart
Gra (GGG)	0.7	$5.1M	-12%	59k	87.51	View chart
RPM International (RPM)	0.7	$4.9M	-18%	41k	121.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.7	$4.8M	NEW	108k	44.94	View chart
Ea Series Trust Strive 1000 Valu (STXV)	0.6	$4.8M	+9%	159k	30.33	View chart
Texas Instruments Incorporated (TXN)	0.6	$4.8M	-19%	23k	206.57	View chart
Meta Platforms Cl A (META)	0.6	$4.8M	-12%	8.3k	572.47	View chart
Lockheed Martin Corporation (LMT)	0.6	$4.8M	-26%	8.1k	584.57	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.6	$4.6M		147k	31.63	View chart
Ea Series Trust Strive 1000 Grwt (STXG)	0.6	$4.6M	+15%	111k	41.57	View chart
Verizon Communications (VZ)	0.6	$4.6M		103k	44.91	View chart
Amgen (AMGN)	0.6	$4.5M	+12%	14k	322.21	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	0.6	$4.5M	NEW	175k	25.63	View chart
Genuine Parts Company (GPC)	0.6	$4.4M	-13%	32k	139.68	View chart
Columbia Etf Tr I Semicndctr & Tec (SEMI)	0.6	$4.4M	-2%	171k	25.75	View chart
Cullen/Frost Bankers (CFR)	0.6	$4.4M	-2%	39k	111.86	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.6	$4.3M	+2%	171k	25.47	View chart
Mastercard Incorporated Cl A (MA)	0.6	$4.3M	-27%	8.7k	493.82	View chart
Lincoln Electric Holdings (LECO)	0.6	$4.3M	-2%	22k	192.02	View chart
Ishares Tr Core Total Usd (IUSB)	0.6	$4.2M	+9%	89k	47.12	View chart
Air Products & Chemicals (APD)	0.6	$4.1M	-2%	14k	297.73	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.5	$4.1M	-3%	86k	47.52	View chart
Nucor Corporation (NUE)	0.5	$4.0M	-28%	26k	150.34	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.5	$3.9M	-56%	168k	23.44	View chart
Aim Etf Products Trust Allianzim Us Lrg (SEPT)	0.5	$3.9M	NEW	129k	30.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.5	$3.9M	NEW	85k	45.75	View chart
Emerson Electric (EMR)	0.5	$3.6M	+18%	33k	109.37	View chart
Nike CL B (NKE)	0.5	$3.4M		38k	88.40	View chart
Constellation Brands Cl A (STZ)	0.4	$3.2M	-26%	13k	257.69	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$3.1M	-28%	20k	153.13	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.4	$3.1M	-2%	67k	46.16	View chart
Danaher Corporation (DHR)	0.4	$3.1M	-28%	11k	278.03	View chart
Dover Corporation (DOV)	0.4	$3.1M	+9%	16k	191.74	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M	0.4	$2.9M	NEW	92k	31.58	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$2.8M		26k	107.65	View chart
Tesla Motors (TSLA)	0.4	$2.7M	-17%	11k	261.63	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$2.7M		15k	179.30	View chart
Adobe Systems Incorporated (ADBE)	0.3	$2.6M	-7%	5.0k	517.78	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.3	$2.5M		51k	49.47	View chart
S&p Global (SPGI)	0.3	$2.5M	-37%	4.8k	516.59	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$2.4M	+3%	16k	154.02	View chart
PNC Financial Services (PNC)	0.3	$2.4M		13k	190.44	View chart
Albemarle Corporation (ALB)	0.3	$2.2M		24k	94.71	View chart
Thermo Fisher Scientific (TMO)	0.3	$2.2M	-12%	3.6k	618.60	View chart
ON Semiconductor (ON)	0.3	$2.1M	NEW	29k	72.61	View chart
Ea Series Trust Strive Sml Cap (STXK)	0.3	$2.1M	+9%	67k	31.39	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$2.1M	+134%	36k	57.53	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.3	$2.1M	+7%	62k	33.25	View chart
A. O. Smith Corporation (AOS)	0.3	$2.1M	-33%	23k	89.83	View chart
Buckle (BKE)	0.3	$2.1M	-19%	47k	43.97	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$2.0M	-88%	10k	197.17	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$2.0M	-4%	30k	67.85	View chart
Roper Industries (ROP)	0.3	$2.0M	-14%	3.6k	556.48	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$2.0M	-2%	3.4k	573.76	View chart
Cheniere Energy Com New (LNG)	0.3	$2.0M	-16%	11k	179.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.9M	+3%	12k	165.85	View chart
Servicenow (NOW)	0.3	$1.9M	-34%	2.1k	894.39	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.2	$1.8M	+26%	49k	36.84	View chart
Fmc Corp Com New (FMC)	0.2	$1.8M	-11%	27k	65.94	View chart
Lowe's Companies (LOW)	0.2	$1.8M	-10%	6.5k	270.84	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$1.7M		18k	95.81	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.7M	+14%	9.3k	179.16	View chart
Home Depot (HD)	0.2	$1.7M	+19%	4.1k	405.62	View chart
Visa Com Cl A (V)	0.2	$1.6M	-59%	5.8k	274.94	View chart
Abbott Laboratories (ABT)	0.2	$1.6M	-57%	14k	114.01	View chart
Eli Lilly & Co. (LLY)	0.2	$1.6M	+11%	1.8k	886.01	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$1.6M		34k	45.32	View chart
Veralto Corp Com Shs (VLTO)	0.2	$1.5M	NEW	14k	111.86	View chart
Archer Daniels Midland Company (ADM)	0.2	$1.5M	-29%	25k	59.74	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$1.5M	-23%	22k	70.06	View chart
Ea Series Trust Strive Mid Cap (STXM)	0.2	$1.4M		54k	25.99	View chart
Lululemon Athletica (LULU)	0.2	$1.3M	-5%	4.8k	271.35	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$1.3M	-93%	31k	41.12	View chart
Ea Series Trust Strive Total Ret (STXT)	0.2	$1.3M	+18%	61k	20.78	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.2M	-3%	11k	117.22	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.2M	-4%	3.1k	375.38	View chart
Main Street Capital Corporation (MAIN)	0.2	$1.2M		23k	50.14	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.1	$1.1M	+48%	21k	53.53	View chart
Synopsys (SNPS)	0.1	$1.1M	NEW	2.2k	506.39	View chart
Advanced Micro Devices (AMD)	0.1	$1.1M	+37%	6.7k	164.08	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$1.1M	+46%	18k	61.11	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$1.1M	-48%	10k	106.76	View chart
Deere & Company (DE)	0.1	$1.1M	+4%	2.5k	417.37	View chart
Merck & Co (MRK)	0.1	$1.1M	-6%	9.3k	113.56	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.0M	-8%	6.8k	151.62	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$984k	-2%	18k	54.68	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$954k	-94%	17k	57.41	View chart
Nextera Energy (NEE)	0.1	$921k	-31%	11k	84.53	View chart
Microchip Technology (MCHP)	0.1	$911k	-74%	12k	78.72	View chart
Innovator Etfs Trust Equity Defined P	0.1	$899k	NEW	36k	24.87	View chart
Altria (MO)	0.1	$890k		17k	51.04	View chart
Broadcom (AVGO)	0.1	$866k	+271%	5.0k	172.50	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$859k		17k	51.50	View chart
McDonald's Corporation (MCD)	0.1	$826k	-25%	2.7k	304.50	View chart
Wp Carey (WPC)	0.1	$812k	-38%	13k	62.30	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$798k	-3%	5.9k	135.06	View chart
Ea Series Trust Strive Emerging (STXE)	0.1	$786k		26k	30.34	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$774k	NEW	20k	38.53	View chart
Target Corporation (TGT)	0.1	$770k	-11%	4.9k	155.86	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$746k	-48%	7.6k	98.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$742k	-19%	1.4k	527.85	View chart
Intel Corporation (INTC)	0.1	$739k	-64%	32k	23.46	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.1	$723k	+38%	14k	51.24	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$723k	-2%	5.8k	125.62	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.1	$722k		6.9k	104.17	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$720k	-2%	1.3k	569.66	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$711k	-2%	6.4k	111.87	View chart
McKesson Corporation (MCK)	0.1	$703k	+4%	1.4k	494.36	View chart
Public Storage (PSA)	0.1	$672k		1.8k	363.87	View chart
Northern Lts Fd Tr Iv Main Buywrite (BUYW)	0.1	$660k	+3%	47k	13.94	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$657k	+8%	6.3k	104.18	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$657k		23k	29.18	View chart
Werner Enterprises (WERN)	0.1	$644k		17k	38.59	View chart
Northern Lts Fd Tr Iv Main Thematc In (TMAT)	0.1	$637k	+2%	36k	17.78	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$632k	-28%	15k	41.32	View chart
Interpublic Group of Companies (IPG)	0.1	$631k		20k	31.63	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$630k	-20%	12k	52.86	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$615k		1.6k	383.93	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$611k	-18%	7.0k	86.82	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$611k		5.2k	117.29	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$604k	-30%	7.3k	83.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.1	$604k	NEW	16k	38.37	View chart
Aim Etf Products Trust Allianzim Us Lrg (SEPW)	0.1	$600k	NEW	21k	28.53	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.1	$594k		16k	36.92	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$592k	-18%	6.7k	87.74	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$584k		11k	53.63	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$569k	-11%	2.5k	225.74	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$569k		2.0k	284.00	View chart
Us Bancorp Del Com New (USB)	0.1	$561k	+3%	12k	45.73	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.1	$553k	-20%	7.0k	79.46	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$539k		2.8k	189.80	View chart
Procter & Gamble Company (PG)	0.1	$537k	-15%	3.1k	173.19	View chart
Oracle Corporation (ORCL)	0.1	$537k	-8%	3.2k	170.40	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$534k	-25%	5.3k	101.27	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$528k	+5%	7.4k	71.76	View chart
Schwab Strategic Tr Ultra Short Incm	0.1	$526k	NEW	21k	25.25	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$520k	-2%	1.7k	314.39	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$515k	+12%	3.6k	143.01	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$509k	-13%	5.8k	87.81	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$485k	+6%	4.1k	116.95	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$473k		7.2k	65.38	View chart
Ge Aerospace Com New (GE)	0.1	$473k		2.5k	188.60	View chart
Constellation Energy (CEG)	0.1	$456k		1.8k	260.02	View chart
Caterpillar (CAT)	0.1	$453k	-81%	1.2k	391.16	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.1	$445k	-5%	9.7k	46.16	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$440k	-14%	1.8k	243.06	View chart
Fs Kkr Capital Corp (FSK)	0.1	$437k	-15%	22k	19.73	View chart
TJX Companies (TJX)	0.1	$437k	-7%	3.7k	117.54	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$422k		4.3k	97.79	View chart
Coca-Cola Company (KO)	0.1	$419k	-66%	5.8k	71.86	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$419k	-61%	11k	36.88	View chart
Public Service Enterprise (PEG)	0.1	$417k		4.7k	89.21	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$416k	-25%	4.5k	93.11	View chart
Netflix (NFLX)	0.1	$410k	-38%	578.00	709.27	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.1	$405k		7.5k	53.68	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$405k		9.3k	43.37	View chart
Charles Schwab Corporation (SCHW)	0.1	$397k	-27%	6.1k	64.81	View chart
Norfolk Southern (NSC)	0.1	$395k	-4%	1.6k	248.50	View chart
At&t (T)	0.1	$391k	-7%	18k	22.00	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$388k	+23%	8.5k	45.51	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$388k	-74%	2.3k	166.82	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$384k		2.9k	132.25	View chart
John Hancock Exchange Traded International Hi (JHID)	0.1	$381k	+47%	13k	30.28	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$379k	-6%	4.6k	81.78	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$374k	+12%	6.3k	59.51	View chart
Ares Capital Corporation (ARCC)	0.1	$373k	+41%	18k	20.94	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$370k	-21%	5.9k	62.32	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$369k	+11%	8.1k	45.49	View chart
Boeing Company (BA)	0.0	$369k	-17%	2.4k	152.01	View chart
ConocoPhillips (COP)	0.0	$368k	-3%	3.5k	105.29	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$363k		11k	33.23	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$361k		4.9k	73.67	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$359k		7.6k	46.97	View chart
Micron Technology (MU)	0.0	$356k	+75%	3.4k	103.72	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$353k	+92%	1.3k	280.47	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$351k	NEW	2.7k	128.20	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$350k	-78%	1.3k	267.37	View chart
Walt Disney Company (DIS)	0.0	$349k	-6%	3.6k	96.19	View chart
Bank of America Corporation (BAC)	0.0	$348k	-69%	8.7k	39.73	View chart
Palantir Technologies Cl A (PLTR)	0.0	$343k	-26%	9.2k	37.20	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$333k	+8%	6.6k	50.74	View chart
Qualcomm (QCOM)	0.0	$325k	+16%	1.9k	170.08	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.0	$321k		11k	30.50	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	0.0	$312k	+30%	7.9k	39.40	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$310k	-8%	9.4k	33.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.0	$300k	NEW	8.7k	34.58	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$294k	-24%	7.8k	37.86	View chart
UnitedHealth (UNH)	0.0	$292k	-4%	499.00	584.68	View chart
Raytheon Technologies Corp (RTX)	0.0	$289k	-2%	2.3k	124.22	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$284k	-31%	3.6k	78.69	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.0	$278k		4.7k	59.21	View chart
Cisco Systems (CSCO)	0.0	$273k		5.1k	53.22	View chart
Rockwell Automation (ROK)	0.0	$270k	-7%	1.0k	268.46	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$268k		7.2k	37.37	View chart
Spotify Technology S A SHS (SPOT)	0.0	$265k	-20%	719.00	368.53	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$262k	-16%	2.9k	91.31	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$261k	-6%	2.8k	93.58	View chart
Pfizer (PFE)	0.0	$239k	+9%	8.3k	28.94	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$229k		36k	6.35	View chart
Duke Energy Corp Com New (DUK)	0.0	$226k	NEW	2.0k	115.30	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$223k	-48%	1.3k	174.57	View chart
Comcast Corp Cl A (CMCSA)	0.0	$221k		5.3k	41.77	View chart
United Parcel Service CL B (UPS)	0.0	$220k	-2%	1.6k	136.35	View chart
Iron Mountain (IRM)	0.0	$213k	NEW	1.8k	118.83	View chart
Kkr & Co (KKR)	0.0	$211k	NEW	1.6k	130.58	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.0	$210k	-2%	11k	18.48	View chart
Philip Morris International (PM)	0.0	$210k	NEW	1.7k	121.38	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$206k	NEW	2.3k	89.36	View chart
Doubleline Income Solutions (DSL)	0.0	$184k	+21%	14k	12.98	View chart
Starboard Invt Tr Rh Tactical Rot (RHRX)	0.0	$160k		10k	15.72	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$123k	NEW	12k	10.46	View chart
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)	0.0	$93k	-40%	12k	8.09	View chart
Altimmune Com New (ALT)	0.0	$63k		10k	6.14	View chart
Ringcentral Note 3/0 (Principal)	0.0	$53k		55k	0.97	View chart

Past Filings by WealthPLAN Partners

SEC 13F filings are viewable for WealthPLAN Partners going back to 2015

WealthPLAN Partners 2024 Q3 filed Nov. 5, 2024
WealthPLAN Partners 2024 Q2 filed Aug. 9, 2024
WealthPLAN Partners 2024 Q1 filed May 7, 2024
WealthPLAN Partners 2023 Q4 filed Jan. 5, 2024
WealthPLAN Partners 2023 Q3 filed Nov. 2, 2023
WealthPLAN Partners 2023 Q2 filed July 31, 2023
WealthPLAN Partners 2023 Q1 filed May 10, 2023
WealthPLAN Partners 2022 Q4 filed Feb. 16, 2023
WealthPLAN Partners 2022 Q1 filed May 3, 2022
WealthPLAN Partners 2021 Q4 filed Feb. 1, 2022
WealthPLAN Partners 2021 Q3 filed Dec. 9, 2021
WealthPLAN Partners 2021 Q2 filed Aug. 19, 2021
WealthPLAN Partners 2021 Q1 filed May 11, 2021
WealthPLAN Partners 2020 Q4 filed Feb. 9, 2021
WealthPLAN Partners 2020 Q3 filed Dec. 18, 2020
WealthPLAN Partners 2020 Q2 filed Aug. 19, 2020

View all past filings

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