Feltz Wealth PLAN
Latest statistics and disclosures from WealthPLAN Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, BRK.B, VTI, COWZ, BUFR, and represent 15.72% of WealthPLAN Partners's stock portfolio.
- Added to shares of these 10 stocks: HEQT (+$23M), ABBV (+$17M), FLTR (+$14M), GOOG (+$12M), LECO (+$11M), AMZN (+$11M), COWZ (+$11M), UMBF (+$9.2M), IOCT (+$8.7M), ADM (+$8.4M).
- Started 65 new stock positions in EZFL, BXC, FNDX, MCH, FEMS, MEM, GDV, FMC, PFG, IFRA.
- Reduced shares in these 10 stocks: IVOL (-$20M), SRLN (-$17M), PII (-$16M), LOW (-$14M), MDT (-$12M), XSOE (-$11M), BUFR (-$11M), BOND (-$11M), INFL (-$11M), QPX (-$9.9M).
- Sold out of its positions in QPX, MID, Ampio Pharmaceuticals, Aspen Technology, CSX, CHI, COIN, Discovery Communications, Fireeye Series B convertible security, FDL.
- WealthPLAN Partners was a net buyer of stock by $34M.
- WealthPLAN Partners has $1.4B in assets under management (AUM), dropping by -0.43%.
- Central Index Key (CIK): 0001639943
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Portfolio Holdings for WealthPLAN Partners
WealthPLAN Partners holds 395 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 6.7 | $95M | +3% | 623k | 153.20 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $41M | +10% | 132k | 310.79 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 2.5 | $36M | -10% | 174k | 207.53 | |
Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.9 | $27M | +67% | 536k | 50.07 | |
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) | 1.8 | $26M | -30% | 1.1M | 23.45 | |
Ishares Tr Core Div Grwth (DGRO) | 1.8 | $25M | -20% | 488k | 51.58 | |
Wp Carey (WPC) | 1.6 | $23M | +29% | 277k | 83.79 | |
Nucor Corporation (NUE) | 1.6 | $23M | +17% | 135k | 171.26 | |
Pepsi (PEP) | 1.6 | $23M | +43% | 130k | 175.77 | |
Simplify Exchange Traded Fun Hedged Equity (HEQT) | 1.6 | $23M | NEW | 963k | 23.72 | |
Realty Income (O) | 1.4 | $20M | +12% | 310k | 65.71 | |
Johnson & Johnson (JNJ) | 1.4 | $20M | +13% | 125k | 162.04 | |
Chevron Corporation (CVX) | 1.4 | $20M | +7% | 117k | 172.33 | |
Msc Indl Direct Cl A (MSM) | 1.4 | $20M | +8% | 233k | 85.97 | |
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First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 1.4 | $20M | -18% | 389k | 50.46 | |
Archer Daniels Midland Company (ADM) | 1.4 | $19M | +76% | 237k | 81.78 | |
Genuine Parts Company (GPC) | 1.4 | $19M | +2% | 110k | 176.61 | |
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 1.3 | $19M | -21% | 256k | 73.80 | |
Black Hills Corporation (BKH) | 1.3 | $19M | +27% | 296k | 63.38 | |
Abbott Laboratories (ABT) | 1.3 | $18M | +11% | 169k | 107.24 | |
Abbvie (ABBV) | 1.3 | $18M | +1855% | 118k | 152.59 | |
Gra (GGG) | 1.2 | $18M | +12% | 244k | 71.89 | |
Target Corporation (TGT) | 1.2 | $18M | +40% | 102k | 171.17 | |
C H Robinson Worldwide Com New (CHRW) | 1.2 | $18M | +14% | 167k | 104.97 | |
SYSCO Corporation (SYY) | 1.1 | $16M | +20% | 209k | 77.78 | |
Diageo Spon Adr New (DEO) | 1.1 | $16M | +22% | 93k | 174.25 | |
Pimco Etf Tr Muni Income Opp (MINO) | 1.1 | $16M | +79% | 356k | 44.67 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.1 | $16M | +9% | 449k | 35.08 | |
Casey's General Stores (CASY) | 1.1 | $16M | +13% | 71k | 220.30 | |
Ishares Tr Intl Div Grwth (IGRO) | 1.1 | $16M | +82% | 252k | 61.50 | |
Cullen/Frost Bankers (CFR) | 1.1 | $15M | +37% | 118k | 130.63 | |
Starboard Invt Tr Rh Hedged Multi (AMAX) | 1.1 | $15M | -10% | 1.9M | 7.95 | |
Air Products & Chemicals (APD) | 1.0 | $15M | +21% | 53k | 281.49 | |
American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.0 | $15M | +102% | 277k | 53.83 | |
Texas Instruments Incorporated (TXN) | 1.0 | $15M | +20% | 82k | 176.34 | |
Starboard Invt Tr Adaptive Alpha (AGOX) | 1.0 | $15M | -29% | 647k | 22.36 | |
Verizon Communications (VZ) | 1.0 | $14M | +66% | 345k | 40.33 | |
Costco Wholesale Corporation (COST) | 0.9 | $14M | -5% | 27k | 503.22 | |
Ishares Core Msci Emkt (IEMG) | 0.9 | $14M | +24% | 272k | 49.83 | |
Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.9 | $14M | 530k | 25.48 | ||
Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.9 | $14M | NEW | 534k | 25.22 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.9 | $13M | 83k | 156.45 | ||
Alphabet Cap Stk Cl C (GOOG) | 0.9 | $13M | +1979% | 134k | 94.95 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $12M | +34% | 28k | 414.58 | |
Lockheed Martin Corporation (LMT) | 0.8 | $12M | -15% | 24k | 481.58 | |
Amazon (AMZN) | 0.8 | $12M | +1868% | 115k | 99.70 | |
Lincoln Electric Holdings (LECO) | 0.8 | $11M | NEW | 65k | 174.31 | |
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) | 0.8 | $11M | 267k | 42.09 | ||
Microsoft Corporation (MSFT) | 0.8 | $11M | -2% | 40k | 272.16 | |
Mastercard Incorporated Cl A (MA) | 0.6 | $9.3M | -11% | 25k | 369.95 | |
UMB Financial Corporation (UMBF) | 0.6 | $9.2M | NEW | 101k | 91.19 | |
Innovator Etfs Tr International Dv (IOCT) | 0.6 | $8.7M | NEW | 349k | 25.04 | |
Valmont Industries (VMI) | 0.6 | $8.5M | 26k | 323.59 | ||
Constellation Brands Cl A (STZ) | 0.6 | $8.3M | -6% | 37k | 225.75 | |
Danaher Corporation (DHR) | 0.5 | $7.4M | -13% | 29k | 256.24 | |
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $7.1M | NEW | 129k | 54.95 | |
Proshares Tr S&p Tech Dividen (TDV) | 0.5 | $7.1M | NEW | 115k | 61.39 | |
JPMorgan Chase & Co. (JPM) | 0.5 | $7.1M | 49k | 143.18 | ||
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $6.6M | +7% | 85k | 77.14 | |
Meta Platforms Cl A (META) | 0.4 | $6.2M | -40% | 35k | 179.48 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $6.1M | -13% | 13.00 | 472500.00 | |
Astrazeneca Sponsored Adr (AZN) | 0.4 | $6.0M | +14% | 86k | 70.34 | |
Union Pacific Corporation (UNP) | 0.4 | $5.7M | +7% | 28k | 204.03 | |
Microchip Technology (MCHP) | 0.4 | $5.7M | NEW | 67k | 84.88 | |
Vaneck Etf Trust Inflation Alloca (RAAX) | 0.4 | $5.7M | NEW | 222k | 25.67 | |
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.4 | $5.5M | +17% | 114k | 48.54 | |
Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.4 | $5.5M | NEW | 114k | 48.62 | |
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) | 0.4 | $5.5M | -18% | 173k | 31.61 | |
Invesco Actively Managed Etf S&p500 Downsid (PHDG) | 0.4 | $5.5M | -51% | 163k | 33.51 | |
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) | 0.4 | $5.3M | -12% | 162k | 33.08 | |
Fs Kkr Capital Corp (FSK) | 0.4 | $5.3M | 269k | 19.66 | ||
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB) | 0.4 | $5.1M | +44% | 91k | 56.44 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $5.0M | +705% | 91k | 54.71 | |
First Tr Exchng Traded Fd Vi Cboe Vest U S Eq (XSEP) | 0.3 | $5.0M | NEW | 155k | 32.23 | |
First Tr Exchange-traded First Tr Enh New (FTSM) | 0.3 | $4.4M | -7% | 75k | 59.55 | |
Kraneshares Tr Quadrtc Int Rt (IVOL) | 0.3 | $4.4M | -82% | 210k | 21.10 | |
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) | 0.3 | $4.3M | NEW | 150k | 29.09 | |
Cion Invt Corp (CION) | 0.3 | $4.3M | +95% | 394k | 10.98 | |
Lowe's Companies (LOW) | 0.3 | $4.1M | -77% | 19k | 213.76 | |
Tesla Motors (TSLA) | 0.3 | $3.8M | +329% | 18k | 209.25 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $3.8M | +23% | 19k | 203.15 | |
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $3.7M | +175% | 37k | 99.34 | |
Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.3 | $3.7M | -82% | 88k | 42.01 | |
Pfizer (PFE) | 0.3 | $3.6M | -5% | 83k | 43.72 | |
Hershey Company (HSY) | 0.2 | $3.5M | NEW | 15k | 238.90 | |
Select Sector Spdr Tr Financial (XLF) | 0.2 | $3.5M | -2% | 96k | 36.71 | |
Visa Com Cl A (V) | 0.2 | $3.5M | -3% | 15k | 229.39 | |
Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.2 | $3.5M | 80k | 43.41 | ||
Matthews Asia Fds China Active Etf (MCH) | 0.2 | $3.2M | NEW | 124k | 26.21 | |
Exxon Mobil Corporation (XOM) | 0.2 | $3.2M | 28k | 116.42 | ||
Aim Etf Products Trust Allianzim Us Lrg (SIXO) | 0.2 | $3.2M | -11% | 126k | 25.70 | |
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS) | 0.2 | $3.2M | NEW | 85k | 38.13 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $3.2M | -68% | 51k | 63.15 | |
Intel Corporation (INTC) | 0.2 | $3.2M | 111k | 28.64 | ||
S&p Global (SPGI) | 0.2 | $3.1M | -4% | 8.5k | 364.84 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $3.1M | +2119% | 33k | 94.68 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $3.1M | -21% | 10k | 306.76 | |
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.2 | $3.0M | -7% | 73k | 41.83 | |
Sharecare Com Cl A (SHCR) | 0.2 | $3.0M | -3% | 1.2M | 2.53 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $2.8M | +35% | 95k | 29.64 | |
Blackstone Group Inc Com Cl A (BX) | 0.2 | $2.8M | +34% | 29k | 96.77 | |
Roper Industries (ROP) | 0.2 | $2.8M | -16% | 6.6k | 426.75 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $2.7M | +103% | 59k | 46.32 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $2.7M | -5% | 7.1k | 377.90 | |
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.2 | $2.6M | +54% | 61k | 42.32 | |
Thermo Fisher Scientific (TMO) | 0.2 | $2.5M | +463% | 4.5k | 571.43 | |
Medtronic SHS (MDT) | 0.2 | $2.5M | -82% | 30k | 83.40 | |
Buckle (BKE) | 0.2 | $2.5M | +38% | 57k | 43.33 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $2.4M | +75% | 16k | 152.36 | |
Norwegian Cruise Line Hldg L SHS (NCLH) | 0.2 | $2.4M | +306% | 137k | 17.45 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.3M | -19% | 5.6k | 412.64 | |
Wisdomtree Tr Itl High Div Fd (DTH) | 0.2 | $2.3M | 59k | 38.82 | ||
Innovator Etfs Tr Us Eqty Accelrt9 (XBOC) | 0.2 | $2.3M | NEW | 94k | 24.40 | |
McDonald's Corporation (MCD) | 0.2 | $2.2M | -29% | 8.2k | 266.61 | |
Simplify Exchange Traded Fun Simplify Us Eqt (SPBC) | 0.2 | $2.2M | +91% | 96k | 22.42 | |
Fmc Corp Com New (FMC) | 0.1 | $2.1M | NEW | 17k | 128.64 | |
Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.1 | $2.1M | -7% | 42k | 49.52 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $2.1M | -47% | 23k | 91.70 | |
PNC Financial Services (PNC) | 0.1 | $2.0M | -3% | 13k | 161.11 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $2.0M | -16% | 9.0k | 226.10 | |
Etf Ser Solutions Defiance Htl Air (CRUZ) | 0.1 | $2.0M | +86% | 101k | 19.68 | |
Boeing Company (BA) | 0.1 | $1.9M | 8.8k | 218.45 | ||
Caterpillar (CAT) | 0.1 | $1.9M | +2% | 7.8k | 244.36 | |
AMN Healthcare Services (AMN) | 0.1 | $1.9M | NEW | 20k | 94.06 | |
Autodesk (ADSK) | 0.1 | $1.9M | -13% | 8.3k | 228.05 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.9M | 18k | 104.02 | ||
Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.1 | $1.9M | -25% | 71k | 26.41 | |
NVIDIA Corporation (NVDA) | 0.1 | $1.9M | -6% | 8.2k | 229.71 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.9M | +313% | 11k | 172.61 | |
Fs Credit Opportunities Corp Common Stock (FSCO) | 0.1 | $1.9M | NEW | 385k | 4.83 | |
Altria (MO) | 0.1 | $1.8M | -23% | 38k | 47.41 | |
Stanley Black & Decker (SWK) | 0.1 | $1.8M | -81% | 20k | 89.16 | |
Ishares Tr Core Total Usd (IUSB) | 0.1 | $1.8M | -3% | 39k | 45.59 | |
Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.1 | $1.8M | +6% | 46k | 37.99 | |
Wells Fargo & Company (WFC) | 0.1 | $1.7M | -65% | 36k | 48.51 | |
Ishares Tr Eafe Value Etf (EFV) | 0.1 | $1.7M | +19% | 34k | 49.64 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.6M | +39% | 32k | 48.90 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.6M | +331% | 12k | 132.80 | |
Delta Air Lines Inc Del Com New (DAL) | 0.1 | $1.5M | +11% | 39k | 39.10 | |
Cheniere Energy Com New (LNG) | 0.1 | $1.5M | NEW | 10k | 148.79 | |
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) | 0.1 | $1.5M | -83% | 52k | 29.10 | |
Zai Lab Adr (ZLAB) | 0.1 | $1.5M | 39k | 37.99 | ||
Deere & Company (DE) | 0.1 | $1.4M | +26% | 3.5k | 409.35 | |
First Tr Value Line Divid In SHS (FVD) | 0.1 | $1.4M | -9% | 35k | 40.62 | |
Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $1.4M | +4% | 23k | 63.10 | |
Innovator Etfs Tr Us Eqty Buf Sep (BSEP) | 0.1 | $1.4M | +11% | 44k | 32.28 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $1.4M | -52% | 16k | 91.51 | |
Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.1 | $1.4M | +6% | 28k | 51.10 | |
Wal-Mart Stores (WMT) | 0.1 | $1.4M | +19% | 9.7k | 144.88 | |
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) | 0.1 | $1.4M | +18% | 65k | 21.37 | |
Automatic Data Processing (ADP) | 0.1 | $1.4M | -16% | 6.1k | 224.59 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.4M | -30% | 5.1k | 266.33 | |
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $1.4M | NEW | 9.2k | 148.95 | |
Brightspire Capital Com Cl A (BRSP) | 0.1 | $1.4M | +22% | 182k | 7.44 | |
Amgen (AMGN) | 0.1 | $1.3M | 5.6k | 241.04 | ||
Merck & Co (MRK) | 0.1 | $1.3M | +5% | 12k | 108.78 | |
Werner Enterprises (WERN) | 0.1 | $1.3M | +9% | 28k | 47.18 | |
Ishares Tr Mbs Etf (MBB) | 0.1 | $1.3M | +411% | 14k | 94.04 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $1.3M | -25% | 15k | 87.97 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $1.3M | +21% | 25k | 52.30 | |
Eli Lilly & Co. (LLY) | 0.1 | $1.3M | +14% | 3.7k | 347.54 | |
Gabelli Dividend & Income Trust (GDV) | 0.1 | $1.3M | NEW | 57k | 22.11 | |
Home Depot (HD) | 0.1 | $1.2M | -4% | 3.9k | 318.43 | |
Ares Capital Corporation (ARCC) | 0.1 | $1.2M | -26% | 63k | 19.61 | |
Bluelinx Hldgs Com New (BXC) | 0.1 | $1.2M | NEW | 13k | 89.24 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.2M | +21% | 7.6k | 152.23 | |
Netflix (NFLX) | 0.1 | $1.1M | +150% | 3.2k | 359.99 | |
Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.1M | +9% | 7.7k | 144.35 | |
First Tr Exchange Traded Hlth Care Alph (FXH) | 0.1 | $1.1M | -51% | 9.7k | 111.84 | |
Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $1.1M | +31% | 38k | 28.75 | |
AutoNation (AN) | 0.1 | $1.1M | +75% | 7.6k | 140.07 | |
Norfolk Southern (NSC) | 0.1 | $1.0M | 4.4k | 235.28 | ||
Starbucks Corporation (SBUX) | 0.1 | $1.0M | +30% | 9.6k | 107.98 | |
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $1.0M | -6% | 22k | 46.82 | |
Innovator Etfs Tr Us Eqty Bufr Mar (BMAY) | 0.1 | $1.0M | NEW | 33k | 30.51 | |
Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $1.0M | -91% | 11k | 92.44 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $997k | +184% | 11k | 92.91 | |
Main Street Capital Corporation (MAIN) | 0.1 | $965k | NEW | 24k | 39.67 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $941k | +40% | 13k | 72.72 | |
Aim Etf Products Trust Us Lrg Cp Buf20 | 0.1 | $935k | NEW | 37k | 25.52 | |
Bank of America Corporation (BAC) | 0.1 | $924k | +28% | 26k | 35.62 | |
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $915k | -60% | 73k | 12.48 | |
Procter & Gamble Company (PG) | 0.1 | $905k | -14% | 6.5k | 139.22 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $902k | +76% | 8.6k | 105.00 | |
Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $865k | +11% | 12k | 75.01 | |
Cincinnati Financial Corporation (CINF) | 0.1 | $849k | 6.8k | 125.79 | ||
Ishares Tr Select Divid Etf (DVY) | 0.1 | $838k | 6.7k | 125.16 | ||
At&t (T) | 0.1 | $827k | +48% | 43k | 19.15 | |
American Electric Power Company (AEP) | 0.1 | $816k | +4% | 9.0k | 90.48 | |
Duke Energy Corp Com New (DUK) | 0.1 | $816k | +15% | 8.2k | 99.47 | |
Truist Financial Corp equities (TFC) | 0.1 | $814k | -33% | 17k | 48.82 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $813k | -20% | 3.4k | 239.24 | |
Us Bancorp Del Com New (USB) | 0.1 | $809k | 17k | 49.13 | ||
Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $804k | -13% | 8.2k | 98.37 | |
BP Sponsored Adr (BP) | 0.1 | $801k | 20k | 41.02 | ||
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $796k | -32% | 18k | 45.07 | |
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.1 | $788k | -11% | 9.2k | 86.05 | |
UnitedHealth (UNH) | 0.1 | $785k | +5% | 1.6k | 492.83 | |
Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $776k | -93% | 27k | 28.57 | |
Wisdomtree Tr Glb Us Qtly Div (DNL) | 0.1 | $774k | +31% | 22k | 35.30 | |
Acushnet Holdings Corp (GOLF) | 0.1 | $774k | 16k | 49.76 | ||
Select Sector Spdr Tr Energy (XLE) | 0.1 | $756k | -23% | 8.4k | 90.01 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $755k | +34% | 23k | 33.17 | |
Lamb Weston Hldgs (LW) | 0.1 | $751k | -2% | 7.6k | 99.27 | |
Interpublic Group of Companies (IPG) | 0.1 | $749k | 20k | 37.58 | ||
Bristol Myers Squibb (BMY) | 0.1 | $740k | 10k | 72.25 | ||
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $715k | -24% | 14k | 50.12 | |
Spdr Ser Tr Portfli High Yld (SPHY) | 0.0 | $714k | NEW | 31k | 22.81 | |
Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $712k | +178% | 6.4k | 111.87 | |
Innovator Etfs Tr Double Stackr 9 (DBJA) | 0.0 | $708k | NEW | 27k | 26.58 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $703k | +42% | 8.2k | 86.15 | |
Honeywell International (HON) | 0.0 | $688k | -12% | 3.4k | 201.00 | |
Ball Corporation (BALL) | 0.0 | $688k | +42% | 12k | 56.93 | |
First Tr Exchng Traded Fd Vi Vest Us Deep (DAUG) | 0.0 | $679k | -52% | 21k | 32.34 | |
Coca-Cola Company (KO) | 0.0 | $672k | +13% | 11k | 59.59 | |
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $664k | 4.0k | 164.12 | ||
Ishares Tr Global Reit Etf (REET) | 0.0 | $662k | +4% | 27k | 24.58 | |
Dow (DOW) | 0.0 | $658k | +17% | 11k | 59.76 | |
FedEx Corporation (FDX) | 0.0 | $656k | +7% | 3.1k | 212.67 | |
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) | 0.0 | $651k | -79% | 19k | 33.62 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $647k | +75% | 7.4k | 87.55 | |
First Tr Exchng Traded Fd Vi Cboe Vest Us Dep (DAPR) | 0.0 | $638k | -50% | 21k | 30.11 | |
First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.0 | $636k | +5% | 7.4k | 85.56 | |
Mondelez Intl Cl A (MDLZ) | 0.0 | $625k | 9.5k | 65.66 | ||
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $620k | -6% | 11k | 54.17 | |
Walt Disney Company (DIS) | 0.0 | $620k | -12% | 5.8k | 107.67 | |
Ford Motor Company (F) | 0.0 | $617k | -13% | 48k | 12.97 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $616k | +126% | 6.6k | 93.28 | |
International Business Machines (IBM) | 0.0 | $613k | +5% | 4.5k | 136.00 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $610k | -36% | 15k | 41.96 | |
Comcast Corp Cl A (CMCSA) | 0.0 | $607k | +5% | 16k | 39.06 | |
Nextera Energy (NEE) | 0.0 | $603k | +11% | 7.9k | 76.03 | |
Dbx Etf Tr Xtrack Usd High (HYLB) | 0.0 | $602k | 18k | 34.30 | ||
Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.0 | $599k | -85% | 6.0k | 99.77 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $597k | -40% | 12k | 50.25 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $589k | +145% | 7.8k | 75.61 | |
Polaris Industries (PII) | 0.0 | $586k | -96% | 5.0k | 117.56 | |
Block Cl A (SQ) | 0.0 | $581k | 7.4k | 78.80 | ||
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $573k | -30% | 1.5k | 379.21 | |
Ishares Tr Core High Dv Etf (HDV) | 0.0 | $564k | +12% | 5.4k | 105.03 | |
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $560k | +20% | 22k | 25.11 | |
Edwards Lifesciences (EW) | 0.0 | $552k | -3% | 7.2k | 76.59 | |
ConAgra Foods (CAG) | 0.0 | $552k | -3% | 15k | 36.06 | |
Public Storage (PSA) | 0.0 | $542k | 1.8k | 300.88 | ||
Invesco Exch Traded Fd Tr Ii Purbeta Us Agg (PBND) | 0.0 | $528k | -24% | 24k | 22.02 | |
Innovator Etfs Tr Defined Wlt Shld (BALT) | 0.0 | $527k | NEW | 20k | 26.96 | |
Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $525k | -45% | 5.7k | 92.00 | |
Intuitive Surgical Com New (ISRG) | 0.0 | $524k | -77% | 2.2k | 241.09 | |
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) | 0.0 | $523k | +6% | 17k | 31.02 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $513k | 3.2k | 159.56 | ||
Proshares Tr Large Cap Cre (CSM) | 0.0 | $511k | -10% | 10k | 49.30 | |
Ishares Tr Aggres Alloc Etf (AOA) | 0.0 | $509k | +34% | 8.0k | 63.92 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $506k | -47% | 4.7k | 107.88 | |
Northern Lts Fd Tr Iv Main Buywrite (BUYW) | 0.0 | $501k | NEW | 38k | 13.29 | |
Innovator Etfs Tr Us Equity Accele (XDSQ) | 0.0 | $495k | NEW | 19k | 25.79 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $488k | -3% | 4.7k | 104.22 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $485k | NEW | 2.0k | 238.08 | |
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.0 | $484k | NEW | 10k | 47.06 | |
Etf Ser Solutions Clearshs Ultra (OPER) | 0.0 | $481k | +52% | 4.8k | 100.34 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $481k | -5% | 3.4k | 143.42 | |
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $478k | -14% | 10k | 46.91 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $477k | -13% | 2.1k | 222.27 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $476k | NEW | 3.3k | 144.99 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $476k | +4% | 5.2k | 92.01 | |
Advanced Drain Sys Inc Del (WMS) | 0.0 | $466k | -25% | 5.0k | 93.13 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $465k | +66% | 7.4k | 63.18 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $464k | +49% | 4.1k | 113.91 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $450k | NEW | 5.5k | 81.09 | |
Cisco Systems (CSCO) | 0.0 | $447k | +25% | 9.4k | 47.70 | |
Ishares Tr Tips Bd Etf (TIP) | 0.0 | $441k | +11% | 4.1k | 107.51 | |
Ea Series Trust Strive 1000 Grwt | 0.0 | $440k | NEW | 16k | 27.70 | |
Northern Lts Fd Tr Iv Main Thematc In (TMAT) | 0.0 | $436k | +36% | 31k | 14.23 | |
Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $434k | +54% | 5.7k | 76.33 | |
Rockwell Automation (ROK) | 0.0 | $432k | 1.5k | 293.17 | ||
Hormel Foods Corporation (HRL) | 0.0 | $421k | -6% | 9.4k | 44.99 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $420k | +5% | 862.00 | 487.35 | |
General Motors Company (GM) | 0.0 | $412k | +12% | 9.7k | 42.43 | |
Cambria Etf Tr Emrg Sharehldr (EYLD) | 0.0 | $409k | -44% | 14k | 29.08 | |
Xylem (XYL) | 0.0 | $407k | 3.8k | 107.34 | ||
Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $403k | +2% | 7.9k | 50.87 | |
Qualcomm (QCOM) | 0.0 | $396k | +22% | 3.0k | 132.35 | |
Raytheon Technologies Corp (RTX) | 0.0 | $395k | NEW | 3.9k | 101.33 | |
Invesco Actively Managed Etf Var Rate Invt (VRIG) | 0.0 | $392k | -3% | 16k | 24.99 | |
Etf Ser Solutions Aptus Defined (DRSK) | 0.0 | $390k | -95% | 15k | 25.85 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $385k | -71% | 17k | 22.93 | |
Zoom Video Communications In Cl A (ZM) | 0.0 | $379k | +6% | 4.9k | 77.90 | |
Markel Corporation (MKL) | 0.0 | $371k | -4% | 275.00 | 1347.86 | |
ConocoPhillips (COP) | 0.0 | $370k | -5% | 3.3k | 113.55 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $366k | -75% | 1.9k | 192.47 | |
United Parcel Service CL B (UPS) | 0.0 | $361k | +19% | 1.9k | 186.77 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $361k | 4.8k | 74.99 | ||
Chargepoint Holdings Com Cl A (CHPT) | 0.0 | $361k | +78% | 30k | 12.16 | |
Albemarle Corporation (ALB) | 0.0 | $353k | -21% | 1.3k | 270.76 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $351k | 1.5k | 227.91 | ||
Ea Series Trust Strive 1000 Valu | 0.0 | $346k | NEW | 13k | 26.21 | |
Innovator Etfs Tr Growth Accelerat (XDQQ) | 0.0 | $343k | NEW | 15k | 22.28 | |
Paypal Holdings (PYPL) | 0.0 | $332k | -20% | 4.3k | 77.26 | |
TJX Companies (TJX) | 0.0 | $331k | NEW | 4.1k | 80.73 | |
Bhp Group Sponsored Ads (BHP) | 0.0 | $331k | +3% | 4.9k | 67.16 | |
Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $329k | +65% | 4.4k | 74.36 | |
Carnival Corp Common Stock (CCL) | 0.0 | $329k | -73% | 28k | 11.88 | |
Nike CL B (NKE) | 0.0 | $329k | -5% | 2.6k | 126.21 | |
Listed Fd Tr Horizon Kinetics (INFL) | 0.0 | $325k | -97% | 10k | 32.24 | |
Aim Etf Products Trust Allianzim U S La (SIXJ) | 0.0 | $320k | -49% | 14k | 23.56 | |
Southwest Airlines (LUV) | 0.0 | $318k | -12% | 9.0k | 35.51 | |
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $317k | NEW | 7.6k | 41.49 | |
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $315k | -55% | 1.3k | 243.02 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $313k | NEW | 4.3k | 72.82 | |
Waste Management (WM) | 0.0 | $311k | +25% | 2.1k | 151.36 | |
Tyson Foods Cl A (TSN) | 0.0 | $310k | NEW | 5.1k | 60.88 | |
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.0 | $305k | NEW | 5.4k | 57.01 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $304k | -67% | 4.0k | 75.37 | |
Paychex (PAYX) | 0.0 | $303k | +22% | 2.7k | 113.92 | |
Public Service Enterprise (PEG) | 0.0 | $299k | +4% | 4.9k | 61.16 | |
Fiserv (FISV) | 0.0 | $299k | -2% | 2.6k | 116.01 | |
Spotify Technology S A SHS (SPOT) | 0.0 | $297k | -91% | 2.4k | 126.10 | |
Valero Energy Corporation (VLO) | 0.0 | $294k | NEW | 2.1k | 139.69 | |
Innovator Etfs Tr Emrgng Mkt April (EAPR) | 0.0 | $294k | +25% | 12k | 24.09 | |
Ishares Tr National Mun Etf (MUB) | 0.0 | $292k | -32% | 2.7k | 107.16 | |
Broadcom (AVGO) | 0.0 | $290k | -7% | 481.00 | 602.31 | |
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $288k | -25% | 3.7k | 77.70 | |
First Tr Exchng Traded Fd Vi Ft Cboe Deep Bfr (DDEC) | 0.0 | $285k | -60% | 8.9k | 31.88 | |
Siren Etf Tr Divcn Ldrs Etf (LEAD) | 0.0 | $285k | -8% | 5.3k | 53.74 | |
Emerson Electric (EMR) | 0.0 | $284k | -2% | 3.3k | 85.99 | |
Southern Company (SO) | 0.0 | $284k | +30% | 4.3k | 66.65 | |
Valley National Ban (VLY) | 0.0 | $283k | 23k | 12.34 | ||
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $283k | +8% | 8.8k | 32.32 | |
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) | 0.0 | $280k | -92% | 9.6k | 29.16 | |
Mccormick & Co Com Non Vtg (MKC) | 0.0 | $279k | 3.7k | 74.91 | ||
Zimmer Holdings (ZBH) | 0.0 | $278k | +4% | 2.2k | 126.72 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $273k | -17% | 2.5k | 110.53 | |
Sonos (SONO) | 0.0 | $272k | -90% | 13k | 21.17 | |
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) | 0.0 | $269k | -95% | 8.4k | 31.81 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $265k | -9% | 2.5k | 104.34 | |
Philip Morris International (PM) | 0.0 | $256k | +10% | 2.5k | 101.72 | |
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $252k | +8% | 7.2k | 34.82 | |
Servicenow (NOW) | 0.0 | $251k | -4% | 544.00 | 461.35 | |
NVR (NVR) | 0.0 | $251k | -91% | 49.00 | 5119.92 | |
3M Company (MMM) | 0.0 | $249k | 2.2k | 114.20 | ||
General Electric Com New (GE) | 0.0 | $248k | -38% | 3.0k | 83.50 | |
Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $246k | -57% | 5.3k | 46.61 | |
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $246k | -12% | 2.9k | 83.66 | |
Green Plains Partners Com Rep Ptr In (GPP) | 0.0 | $246k | +13% | 19k | 13.06 | |
CVS Caremark Corporation (CVS) | 0.0 | $243k | NEW | 2.7k | 88.52 | |
Comerica Incorporated (CMA) | 0.0 | $243k | -29% | 3.2k | 75.84 | |
Ishares Tr Core Divid Etf (DIVB) | 0.0 | $238k | +3% | 6.1k | 39.26 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $234k | 1.9k | 123.98 | ||
Ishares Tr Us Infrastruc (IFRA) | 0.0 | $231k | NEW | 6.0k | 38.78 | |
Innovator Etfs Tr Us Eqt Acc 9 Bfr (XBJA) | 0.0 | $231k | NEW | 10k | 23.19 | |
Ishares Silver Tr Ishares (SLV) | 0.0 | $231k | -11% | 12k | 20.12 | |
Allstate Corporation (ALL) | 0.0 | $230k | 1.7k | 135.02 | ||
Phillips Edison & Co Common Stock (PECO) | 0.0 | $230k | -85% | 6.7k | 34.25 | |
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) | 0.0 | $230k | NEW | 7.5k | 30.75 | |
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) | 0.0 | $229k | -48% | 7.7k | 29.67 | |
Newmont Mining Corporation (NEM) | 0.0 | $228k | -4% | 4.8k | 47.01 | |
Life Storage Inc reit (LSI) | 0.0 | $227k | 1.8k | 123.65 | ||
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $225k | -56% | 4.5k | 50.51 | |
First Tr Exchange Traded Us Eqty Oppt Etf (FPX) | 0.0 | $224k | -6% | 2.6k | 86.52 | |
Ishares Tr Modert Alloc Etf (AOM) | 0.0 | $224k | -44% | 5.6k | 39.64 | |
Columbia Etf Tr I Diversifid Fxd (DIAL) | 0.0 | $224k | -23% | 13k | 17.62 | |
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) | 0.0 | $224k | -74% | 11k | 19.60 | |
Principal Financial (PFG) | 0.0 | $223k | NEW | 2.4k | 91.97 | |
Ishares Tr Core Msci Intl (IDEV) | 0.0 | $219k | -31% | 3.6k | 60.87 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $216k | -2% | 5.2k | 41.32 | |
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) | 0.0 | $215k | -76% | 6.8k | 31.43 | |
Agnc Invt Corp Com reit (AGNC) | 0.0 | $213k | +46% | 19k | 11.41 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $211k | -17% | 1.5k | 144.57 | |
Innovator Etfs Tr Intrnl Dev Aprl (IAPR) | 0.0 | $209k | NEW | 8.5k | 24.59 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $208k | -10% | 3.1k | 67.83 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $208k | NEW | 3.1k | 66.34 | |
Prudential Financial (PRU) | 0.0 | $207k | -21% | 2.0k | 103.27 | |
Eaton Corp SHS (ETN) | 0.0 | $207k | NEW | 1.2k | 172.97 | |
Hp (HPQ) | 0.0 | $203k | -83% | 6.7k | 30.40 | |
Matthews Asia Fds Emer Mkts Equity (MEM) | 0.0 | $203k | NEW | 7.2k | 28.23 | |
Oaktree Specialty Lending Corp (OCSL) | 0.0 | $202k | NEW | 10k | 20.18 | |
Dupont De Nemours (DD) | 0.0 | $200k | -28% | 2.6k | 76.46 | |
Starboard Invt Tr Rh Tactical Rot (RHRX) | 0.0 | $157k | -2% | 13k | 12.01 | |
Altimmune Com New (ALT) | 0.0 | $148k | NEW | 12k | 12.38 | |
Invesco Quality Municipal Inc Trust (IQI) | 0.0 | $141k | NEW | 14k | 9.96 | |
Vertical Cap Income Shs Ben Int (VCIF) | 0.0 | $135k | 13k | 10.04 | ||
Barings Bdc (BBDC) | 0.0 | $134k | -64% | 15k | 8.67 | |
Doubleline Income Solutions (DSL) | 0.0 | $134k | NEW | 11k | 12.25 | |
Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $125k | NEW | 11k | 11.27 | |
Steelcase Cl A (SCS) | 0.0 | $91k | NEW | 12k | 7.61 | |
The Necessity Retail Reit In Com Class A (RTL) | 0.0 | $83k | NEW | 13k | 6.62 | |
Liberty All Star Equity Sh Ben Int (USA) | 0.0 | $68k | -49% | 11k | 6.44 | |
Apricus Biosciences (SEEL) | 0.0 | $55k | +47% | 79k | 0.70 | |
Ringcentral Note 3/0 (Principal) | 0.0 | $49k | 55k | 0.89 | ||
Presidio Ppty Tr Com Cl A (SQFT) | 0.0 | $30k | -57% | 26k | 1.17 | |
Docusign Note 1/1 (Principal) | 0.0 | $19k | NEW | 20k | 0.95 | |
VirnetX Holding Corporation (VHC) | 0.0 | $16k | NEW | 10k | 1.62 | |
Pavmed (PAVM) | 0.0 | $13k | +13% | 32k | 0.41 | |
1847 Goedeker (POL) | 0.0 | $8.1k | NEW | 10k | 0.81 | |
Ezfill Holdings Com New (EZFL) | 0.0 | $4.6k | NEW | 10k | 0.46 | |
Presidio Ppty Tr *w Exp 01/24/202 (SQFTW) | 0.0 | $2.1k | -48% | 33k | 0.07 |
Past Filings by WealthPLAN Partners
SEC 13F filings are viewable for WealthPLAN Partners going back to 2015
- 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
- WealthPLAN Partners 2020 Q1 filed May 15, 2020
- WealthPLAN Partners 2019 Q4 filed Feb. 14, 2020
- WealthPLAN Partners 2019 Q3 filed Nov. 15, 2019
- WealthPLAN Partners 2019 Q2 filed Aug. 19, 2019
- WealthPLAN Partners 2019 Q1 filed May 16, 2019
- WealthPLAN Partners 2018 Q4 filed Feb. 20, 2019
- WealthPLAN Partners 2018 Q3 filed Nov. 21, 2018