Feltz Wealth PLAN

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

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Positions held by Feltz Wealth PLAN consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for WealthPLAN Partners

WealthPLAN Partners holds 1258 positions in its portfolio as reported in the June 2023 quarterly 13F filing

WealthPLAN Partners has 1258 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock/ETF (AAPL) 7.5 $53M -20% 272k 193.97
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Berkshire Hathaway Inc Class B Stock/ETF (BRK.B) 3.9 $28M -14% 81k 341.00
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Vanguard Total Stock Market Stock/ETF (VTI) 3.8 $27M -12% 122k 220.28
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Pacer Fds Tr Us Cash Cows 100 Stock/ETF (COWZ) 2.5 $17M -10% 363k 47.87
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Schwab International Equity Stock/ETF (SCHF) 2.3 $16M 460k 35.65
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iShares Core Dividend Growth ETF Stock/ETF (DGRO) 2.0 $14M -18% 280k 51.53
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SPDR Portfolio Aggregate Bond ETF Stock/ETF (SPAB) 2.0 $14M +4% 565k 25.37
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iShares Core MSCI Emerging Markets ETF Stock/ETF (IEMG) 1.9 $13M 268k 49.29
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iShares S&P 500 Value ETF Stock/ETF (IVE) 1.8 $13M 79k 161.19
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Main Sector Rotation ETF Stock/ETF (SECT) 1.7 $12M +2% 275k 43.09
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VanEck Morningstar Wide Moat Research Stock/ETF (MOAT) 1.6 $11M -17% 140k 79.79
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First Trust CBOE Vest Fund of Buffer ETF Stock/ETF (BUFR) 1.6 $11M -31% 444k 25.04
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Simply Exchange traded Funds Hedged Equity Stock/ETF (HEQT) 1.4 $9.9M -30% 398k 24.81
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iShares Core S&P 500 Stock/ETF (IVV) 1.3 $9.4M -3% 21k 445.72
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Pimco Etf Tr Muni Income Opp Stock/ETF (MINO) 1.2 $8.2M -9% 184k 44.57
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Johnson & Johnson Stock/ETF (JNJ) 1.1 $7.5M -35% 45k 165.52
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Amazon.com Stock/ETF (AMZN) 1.1 $7.5M -24% 57k 130.36
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First Tr Long/Short Equity Stock/ETF (FTLS) 1.0 $7.3M -32% 138k 52.79
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Avantis Emerging Markets Equity ETF Stock/ETF (AVEM) 1.0 $6.9M -24% 129k 53.81
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Starboard Investment Trust Ada Ptive Growth Opp Etf Stock/ETF (AGOX) 1.0 $6.7M -31% 287k 23.43
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iShares Intl Dividend Growth Stock/ETF (IGRO) 0.9 $6.1M -31% 99k 62.02
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Pepsico Incorporated Stock/ETF (PEP) 0.8 $5.7M -50% 31k 185.22
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Microsoft Corp Stock/ETF (MSFT) 0.8 $5.3M -20% 16k 340.54
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Archer Daniels Midland Stock/ETF (ADM) 0.7 $5.2M -46% 68k 75.56
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PIMCO Enhanced Short Maturity Stock/ETF (MINT) 0.7 $5.0M +18% 50k 99.76
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FS KKR Capital Corp Stock/ETF (FSK) 0.7 $4.9M -6% 258k 19.18
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Costco Wholesale Corp Stock/ETF (COST) 0.7 $4.9M -30% 9.1k 538.41
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Abbott Laboratories Stock/ETF (ABT) 0.7 $4.9M -48% 45k 109.02
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MSC Industrial Direct Stock/ETF (MSM) 0.7 $4.8M -53% 50k 95.28
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VictoryShares US Small Cap High Div100 Volatility Weighted Index Stock/ETF (CSB) 0.7 $4.7M +2% 92k 51.34
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Schwab US Dividend Equity Stock/ETF (SCHD) 0.7 $4.7M -3% 65k 72.62
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Alphabet Inc Class C Stock/ETF (GOOG) 0.6 $4.6M -34% 38k 120.97
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First Tr Enhanced Short Maturity Stock/ETF (FTSM) 0.6 $4.6M 77k 59.41
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CION Investment Corporation Stock/ETF (CION) 0.6 $4.5M +7% 438k 10.38
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W.P. Carey Stock/ETF (WPC) 0.6 $4.5M -50% 67k 67.56
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Chevron Corp Stock/ETF (CVX) 0.6 $4.5M -49% 29k 157.35
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Invesco QQQ Trust Series 1 Stock/ETF (QQQ) 0.6 $4.4M +11% 12k 369.43
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Nucor Corp Stock/ETF (NUE) 0.6 $4.4M -54% 27k 163.98
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Realty Income Corp Stock/ETF (O) 0.6 $4.4M -50% 74k 59.79
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Graco Stock/ETF (GGG) 0.6 $4.3M -57% 50k 86.35
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Starboard Invt Tr Rh Hedged Multi-Asset Income Etf Stock/ETF (AMAX) 0.6 $4.3M -32% 550k 7.75
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SPDR Portfolio S&P 500 ETF Stock/ETF (SPLG) 0.6 $4.2M -31% 81k 52.11
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Genuine Parts Stock/ETF (GPC) 0.6 $4.2M -52% 25k 169.23
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AbbVie Stock/ETF (ABBV) 0.6 $4.0M -49% 30k 134.73
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Black Hills Corp Stock/ETF (BKH) 0.6 $3.9M -53% 65k 60.26
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JPMorgan Equity Premium Income ETF Stock/ETF (JEPI) 0.5 $3.8M -12% 69k 55.33
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Verizon Communications Stock/ETF (VZ) 0.5 $3.8M -43% 102k 37.19
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Lincoln Electric Hldgs Stock/ETF (LECO) 0.5 $3.8M -47% 19k 198.63
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Caseys General Stores Stock/ETF (CASY) 0.5 $3.7M -54% 15k 243.88
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Vanguard Small-Cap Stock/ETF (VB) 0.5 $3.5M 18k 198.89
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Target Corporation Stock/ETF (TGT) 0.5 $3.4M -49% 26k 131.90
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Lockheed Martin Corp Stock/ETF (LMT) 0.5 $3.4M -41% 7.3k 460.40
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Diageo Stock/ETF (DEO) 0.5 $3.3M -53% 19k 173.48
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JP Morgan Chase & Co. Stock/ETF (JPM) 0.5 $3.3M -24% 23k 145.44
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Texas Instruments Stock/ETF (TXN) 0.5 $3.3M -52% 18k 180.02
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Air Products & Chemicals Stock/ETF (APD) 0.5 $3.2M -57% 11k 299.53
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SPDR Financial Select Sector Stock/ETF (XLF) 0.5 $3.2M 96k 33.71
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Sysco Corporation Stock/ETF (SYY) 0.5 $3.2M -55% 43k 74.20
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Cullen Frost Bankers Stock/ETF (CFR) 0.5 $3.2M -45% 30k 107.53
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First Trust Emerging Markets Small Cap Alphadex Stock/ETF (FEMS) 0.4 $3.1M +5% 87k 36.35
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WisdomTree Yield Enhanced U.S. Aggregate Bond Fund Stock/ETF (AGGY) 0.4 $3.1M NEW 73k 43.09
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VanEck Inv Grade Floating Rate ETF Stock/ETF (FLTR) 0.4 $3.1M -38% 124k 25.25
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Innovator ETFs TR Intl DV Stock/ETF (IOCT) 0.4 $3.1M -33% 119k 26.08
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Union Pacific Corp Stock/ETF (UNP) 0.4 $3.1M -14% 15k 204.62
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Goldman Sachs TreasuryAccess 0-1 Year Stock/ETF (GBIL) 0.4 $3.1M +4026% 31k 100.07
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International Business Machines Stock/ETF (IBM) 0.4 $3.0M +642% 22k 133.81
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Matthews Asia Fds China Active Etf Stock/ETF (MCH) 0.4 $3.0M +14% 142k 20.89
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Schwab US Aggregate Bond ETF Stock/ETF (SCHZ) 0.4 $2.9M -6% 64k 46.16
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Ea Ser Tr Strive 1000 Value Etf Stock/ETF (STXV) 0.4 $2.9M +3% 117k 25.20
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SPDR S&P 500 Growth ETF Stock/ETF (SPYG) 0.4 $2.9M -18% 47k 61.01
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VanEck Gold Miners ETF Stock/ETF (GDX) 0.4 $2.9M -5% 95k 30.11
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iShares S&P 500 Growth ETF Stock/ETF (IVW) 0.4 $2.8M -12% 40k 70.48
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Spdr Ser Tr Sp500 High Div Stock/ETF (SPYD) 0.4 $2.7M 74k 37.08
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Proshares TR S&P Tech Dividen Stock/ETF (TDV) 0.4 $2.6M -26% 39k 66.26
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Schwab US TIPS Stock/ETF (SCHP) 0.4 $2.6M +89% 50k 52.43
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BondBloxx Bloomberg SevenYrTrgDurUSTrETF Stock/ETF (XSVN) 0.4 $2.5M -25% 52k 48.38
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Intel Corp Stock/ETF (INTC) 0.3 $2.4M -33% 72k 33.44
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Norwegian Cruise Line Holdings Stock/ETF (NCLH) 0.3 $2.4M 109k 21.77
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Mastercard Stock/ETF (MA) 0.3 $2.4M -46% 6.0k 393.28
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Invesco S&P 500 Equal Weight Stock/ETF (RSP) 0.3 $2.3M -7% 15k 149.64
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Ea Ser Tr Strive 1000 Growth Etf Stock/ETF (STXG) 0.3 $2.3M 73k 31.30
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Hartford Multifactor Developed Markets Stock/ETF (RODM) 0.3 $2.3M +21% 87k 26.32
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UMB Financial Corp Stock/ETF (UMBF) 0.3 $2.3M -36% 37k 60.90
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Gabelli Dividend & Income Trust Closed-End Fund Stock/ETF (GDV) 0.3 $2.3M +40% 107k 21.13
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Microchip Technology Stock/ETF (MCHP) 0.3 $2.2M -36% 25k 89.59
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First Tr Emerging Mkts AlphaDex Stock/ETF (FEM) 0.3 $2.2M +33% 102k 21.18
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Defiance Hotel Airline Cruise Etf Stock/ETF (CRUZ) 0.3 $2.1M 99k 21.55
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WisdomTree International High Dividend Stock/ETF (DTH) 0.3 $2.1M 58k 36.94
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Buckle Stock/ETF (BKE) 0.3 $2.1M +4% 61k 34.60
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NVIDIA Corp Stock/ETF (NVDA) 0.3 $2.1M -5% 5.0k 423.01
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Tesla Stock/ETF (TSLA) 0.3 $2.1M -3% 7.9k 261.77
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First Trust NASDAQ Cybersecurity ETF Stock/ETF (CIBR) 0.3 $2.0M -26% 44k 45.41
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Innovator ETFS Tr US Equity Stock/ETF (XBAP) 0.3 $1.9M NEW 67k 28.96
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iShares Short Maturity Bond Stock/ETF (NEAR) 0.3 $1.8M -11% 37k 49.72
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Constellation Brands Stock/ETF (STZ) 0.3 $1.8M -48% 7.5k 246.12
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Brightspire Cap Inc A Stock/ETF (BRSP) 0.3 $1.8M +31% 264k 6.73
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Meta Platforms Stock/ETF (META) 0.2 $1.8M -48% 6.1k 286.98
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iShares MSCI EAFE Growth ETF Stock/ETF (EFG) 0.2 $1.8M -26% 18k 95.41
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WisdomTree Emerging Markets High Dividend Stock/ETF (DEM) 0.2 $1.7M -3% 45k 38.27
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iShares MSCI USA Quality Factor ETF Stock/ETF (QUAL) 0.2 $1.7M 13k 134.87
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Schwab US Large Cap ETF Stock/ETF (SCHX) 0.2 $1.7M 32k 52.37
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Exxon Mobil Corporation Stock/ETF (XOM) 0.2 $1.7M -3% 15k 107.25
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Lowe's Companies Stock/ETF (LOW) 0.2 $1.6M -8% 7.2k 225.69
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Danaher Corp Stock/ETF (DHR) 0.2 $1.6M -44% 6.7k 240.00
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Vanguard Extended Market Index Stock/ETF (VXF) 0.2 $1.6M +16% 11k 148.83
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Innovator S&P 500 Buffer ETF - September Stock/ETF (BSEP) 0.2 $1.6M 46k 34.45
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PNC Financial Service Corp Stock/ETF (PNC) 0.2 $1.6M 13k 125.95
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SPDR Health Care Select Sector Stock/ETF (XLV) 0.2 $1.5M +2% 12k 132.73
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SPDR S&P 500 Trust Stock/ETF (SPY) 0.2 $1.5M -7% 3.4k 443.31
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Caterpillar Stock/ETF (CAT) 0.2 $1.5M -6% 6.2k 246.12
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iShares Core Total USD Bond Market Stock/ETF (IUSB) 0.2 $1.5M -18% 33k 45.47
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Alphabet Inc Class A Stock/ETF (GOOGL) 0.2 $1.5M 13k 119.70
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SPDR Portfolio S&P 1500 Composite Stock ETF Stock/ETF (SPTM) 0.2 $1.4M -4% 27k 54.44
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Visa Stock/ETF (V) 0.2 $1.4M -39% 6.0k 237.46
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Walmart Stock/ETF (WMT) 0.2 $1.4M -6% 8.9k 157.17
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Comerica Stock/ETF (CMA) 0.2 $1.3M +18% 32k 42.36
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Blackstone Stock/ETF (BX) 0.2 $1.3M -25% 15k 92.97
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Innovator Etfs Tr Us Eqty Accelrt9 Stock/ETF (XBOC) 0.2 $1.3M -44% 52k 25.71
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SPDR Gold Shares Stock/ETF (GLD) 0.2 $1.3M -15% 7.5k 178.27
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Invesco S&P 500 Downside Hedged Stock/ETF (PHDG) 0.2 $1.3M -27% 39k 33.31
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Delta Air Lines Stock/ETF (DAL) 0.2 $1.3M -15% 27k 47.54
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iShares Core S&P Mid-Cap ETF Stock/ETF (IJH) 0.2 $1.3M -8% 4.8k 261.50
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iShares MBS ETF Stock/ETF (MBB) 0.2 $1.2M -17% 13k 93.26
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Innovator S&P 500 Power Buffer ETF - January Stock/ETF (PJAN) 0.2 $1.2M -48% 33k 35.11
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iShares US Treasury Bond ETF Stock/ETF (GOVT) 0.2 $1.1M -13% 50k 22.90
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McDonald's Corporation Stock/ETF (MCD) 0.2 $1.1M -5% 3.8k 298.39
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Altria Group Stock/ETF (MO) 0.2 $1.1M -5% 25k 45.30
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Ea Ser Tr Strive 2000 Etf Stock/ETF (STXK) 0.2 $1.1M +4% 41k 26.58
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Deere & Company Stock/ETF (DE) 0.2 $1.1M 2.7k 405.25
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Charles Schwab Corp Stock/ETF (SCHW) 0.2 $1.1M +16% 19k 56.68
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Innovator S&P 500 Power Buffer ETF - May Stock/ETF (PMAY) 0.1 $1.1M -5% 35k 29.85
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Merck & Co Stock/ETF (MRK) 0.1 $1.1M -6% 9.1k 115.38
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Innovator S&P 500 May Buffer ETF Stock/ETF (BMAY) 0.1 $1.0M -2% 32k 31.78
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First Trust Health Care Alphadex Stock/ETF (FXH) 0.1 $1.0M 9.4k 108.30
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Simplify Exchange Traded Fds Simplify Us Equity Plus Gbt Stock/ETF (SPBC) 0.1 $1.0M -33% 41k 25.00
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iShares Russell 2000 Value ETF Stock/ETF (IWN) 0.1 $1.0M +16% 7.2k 140.80
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Adobe Stock/ETF (ADBE) 0.1 $1.0M -50% 2.1k 488.99
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SPDR Portfolio S&P 400 Mid Cap Stock/ETF (SPMD) 0.1 $1.0M +2% 22k 45.89
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Innovator ETFs Trust U.S. Equity Accelerated Stock/ETF (XDSQ) 0.1 $967k +75% 34k 28.68
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Boeing Stock/ETF (BA) 0.1 $940k 4.5k 211.16
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Vanguard Small-Cap Growth ETF Stock/ETF (VBK) 0.1 $940k -35% 4.1k 229.74
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Wells Fargo & Co Stock/ETF (WFC) 0.1 $931k -3% 22k 42.68
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Home Depot Stock/ETF (HD) 0.1 $913k -13% 2.9k 310.68
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iShares Russell 1000 Growth ETF Stock/ETF (IWF) 0.1 $889k -4% 3.2k 275.18
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iShares MSCI EAFE Value Stock/ETF (EFV) 0.1 $881k -40% 18k 48.94
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Ball Corp Stock/ETF (BALL) 0.1 $875k 15k 58.21
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Norfolk Southern Corp Stock/ETF (NSC) 0.1 $850k 3.7k 226.76
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S&P Global Stock/ETF (SPGI) 0.1 $824k -58% 2.1k 400.81
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Roper Technologies Stock/ETF (ROP) 0.1 $824k -55% 1.7k 480.73
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FT CBOE Vest US Eqt Enc Md Bf ETF Stock/ETF (XSEP) 0.1 $794k -64% 23k 33.90
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Thermo Fisher Scientific Stock/ETF (TMO) 0.1 $786k -49% 1.5k 521.76
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Interpublic Group of Companies Stock/ETF (IPG) 0.1 $769k 20k 38.58
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First Trust Value Line Dividend Index Fund Stock/ETF (FVD) 0.1 $763k -47% 19k 40.09
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iShares Select Dividend Stock/ETF (DVY) 0.1 $741k -2% 6.5k 113.30
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Werner Enterprises Stock/ETF (WERN) 0.1 $737k 17k 44.18
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Crocs Stock/ETF (CROX) 0.1 $732k NEW 6.5k 112.44
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Schwab US Small Cap ETF Stock/ETF (SCHA) 0.1 $717k 16k 43.80
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Innovator S&P 500 Power Buffer ETF - July Stock/ETF (PJUL) 0.1 $701k -67% 21k 34.22
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Spdr Series Trust Portfli High Yld Etf Stock/ETF (SPHY) 0.1 $679k -5% 30k 22.84
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iShares U.S. Technology ETF Stock/ETF (IYW) 0.1 $677k -28% 6.2k 108.86
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SPDR Energy Select Sector ETF Stock/ETF (XLE) 0.1 $655k 8.1k 81.17
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Invesco FTSE RAFI US 1000 ETF Stock/ETF (PRF) 0.1 $652k 4.0k 163.65
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iShares Edge MSCI Min Vol USA ETF Stock/ETF (USMV) 0.1 $651k -25% 8.8k 74.33
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Procter & Gamble Stock/ETF (PG) 0.1 $650k -9% 4.3k 151.73
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iShares S&P Aggressive Allocation Stock/ETF (AOA) 0.1 $639k +22% 9.6k 66.34
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Eli Lilly and Company Stock/ETF (LLY) 0.1 $635k -12% 1.4k 468.98
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iShares Core US Aggregate Bond ETF Stock/ETF (AGG) 0.1 $631k -7% 6.4k 97.96
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Autodesk Stock/ETF (ADSK) 0.1 $623k -35% 3.0k 204.61
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Innovator Nasdaq-100 April Power Buffer ETF Stock/ETF (NAPR) 0.1 $612k +641% 15k 41.69
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iShares Global REIT Stock/ETF (REET) 0.1 $610k -2% 27k 22.97
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SPDR S&P 500 Value ETF Stock/ETF (SPYV) 0.1 $594k +9% 14k 43.20
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MainStreet Capital Corp Stock/ETF (MAIN) 0.1 $589k -38% 15k 40.03
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First Trust Large Cap Core Alphadex Stock/ETF (FEX) 0.1 $587k -6% 7.0k 84.01
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Wisdomtree US Dividend Growth Stock/ETF (DGRW) 0.1 $567k -17% 8.5k 66.66
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SPDR S&P Mid Cap 400 Trust Stock/ETF (MDY) 0.1 $560k 1.2k 478.91
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Schwab US Large Cap Growth Stock/ETF (SCHG) 0.1 $556k -6% 7.4k 74.95
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AMN Healthcare Services Stock/ETF (AMN) 0.1 $552k -59% 5.1k 109.12
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Xtrackers USD High Yield Corporate Bond Stock/ETF (HYLB) 0.1 $551k NEW 16k 34.50
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ProShares Large Cap Core Plus 130/30 Stock/ETF (CSM) 0.1 $549k 11k 51.03
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Pfizer Stock/ETF (PFE) 0.1 $539k -14% 15k 36.68
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Schwab Emerging Markets Equity ETF Stock/ETF (SCHE) 0.1 $539k -6% 22k 24.63
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iShares Short-Term Corporate Bond ETF Stock/ETF (IGSB) 0.1 $531k -5% 11k 50.17
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Public Storage Stock/ETF (PSA) 0.1 $525k 1.8k 291.88
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Main BuyWrite ETF Stock/ETF (BUYW) 0.1 $523k +2% 39k 13.50
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Carnival Corp Stock/ETF (CCL) 0.1 $518k 28k 18.83
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Advanced Drainage Systems Stock/ETF (WMS) 0.1 $512k -10% 4.5k 113.78
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Innovator Defined Wlt Shld ETF Stock/ETF (BALT) 0.1 $509k 18k 27.89
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iShares Russell Mid-Cap Growth ETF Stock/ETF (IWP) 0.1 $509k 5.3k 96.63
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iShares Russell 1000 Value ETF Stock/ETF (IWD) 0.1 $507k 3.2k 157.83
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iShares Russell 2000 Growth ETF Stock/ETF (IWO) 0.1 $486k +32% 2.0k 242.66
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NextEra Energy Stock/ETF (NEE) 0.1 $484k +6% 6.5k 74.20
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Vanguard Short-Term Inflation Protected Secs Stock/ETF (VTIP) 0.1 $483k 10k 47.42
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Invesco S&P 500 Pure Value Stock/ETF (RPV) 0.1 $481k -4% 6.2k 77.55
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Main Thematic Innovation ETF Stock/ETF (TMAT) 0.1 $480k +4% 32k 14.85
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Proshares Trust S&P 500 Aristocrats Stock/ETF (NOBL) 0.1 $478k -11% 5.1k 94.28
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SPDR Technology Select Sector Stock/ETF (XLK) 0.1 $459k -15% 2.6k 173.83
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iShares iBoxx Investment Grade Corporate Bond ETF Stock/ETF (LQD) 0.1 $459k -6% 4.2k 108.14
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iShares Core S&P Total US Stock Market Stock/ETF (ITOT) 0.1 $455k -10% 4.6k 97.84
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Cheniere Energy Stock/ETF (LNG) 0.1 $451k -59% 3.0k 152.37
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US Bancorp Stock/ETF (USB) 0.1 $447k 14k 33.04
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iShares Preferred & Income Securities ETF Stock/ETF (PFF) 0.1 $441k 14k 30.93
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Vanguard Mid-Cap Stock/ETF (VO) 0.1 $440k 2.0k 220.16
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Mondelez Intl Stock/ETF (MDLZ) 0.1 $437k +13% 6.0k 72.94
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Strive Emerging Markets Ex-China ETF Stock/ETF (STXE) 0.1 $435k 17k 26.36
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Rockwell Automation Stock/ETF (ROK) 0.1 $424k 1.3k 329.45
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Vanguard FTSE All-World ex-US Index ETF Stock/ETF (VEU) 0.1 $419k -22% 7.7k 54.41
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At&t Stock/ETF (T) 0.1 $419k -42% 26k 15.95
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FMC Corp Stock/ETF (FMC) 0.1 $416k -59% 4.0k 104.33
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Schwab 5-10 Year Corporate Bond ETF Stock/ETF (SCHI) 0.1 $416k +4668% 9.4k 44.05
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Allianz IM U.S. Large Cap 6 Month Buffer ETF Stock/ETF (SIXO) 0.1 $410k -66% 15k 27.63
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Duke Energy Corp Stock/ETF (DUK) 0.1 $409k -9% 4.6k 89.75
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iShares Russell 1000 ETF Stock/ETF (IWB) 0.1 $407k -12% 1.7k 243.74
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Innovator MSCI Emerging Marketss Power Buffer Stock/ETF (EAPR) 0.1 $402k +33% 16k 24.63
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Walt Disney Stock/ETF (DIS) 0.1 $400k -14% 4.5k 89.29
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SPDR Barclays High Yield Bond Stock/ETF (JNK) 0.1 $397k -16% 4.3k 92.03
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C.H. Robinson Worldwide Stock/ETF (CHRW) 0.1 $396k -94% 4.2k 94.35
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Coca Cola Company Stock/ETF (KO) 0.1 $395k -11% 6.6k 60.22
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Ares Capital Corp Stock/ETF (ARCC) 0.1 $394k -14% 21k 18.79
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iShares Core S&P Small-Cap ETF Stock/ETF (IJR) 0.1 $393k -23% 3.9k 99.64
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iShares Barclays 10-20 Yr Treasury Bond Stock/ETF (TLH) 0.1 $391k -31% 3.5k 110.76
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Strive 500 Etf Stock/ETF (STRV) 0.1 $379k +9% 13k 28.34
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Automatic Data Processing Stock/ETF (ADP) 0.1 $376k +14% 1.7k 219.79
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Aim Etf Products Trust Us Lrg Cp Buf20 Stock/ETF (DECW) 0.1 $375k -57% 14k 26.87
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Hormel Foods Corp Stock/ETF (HRL) 0.1 $372k 9.2k 40.22
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WisdomTree EmMkts ex-Stt-Ownd Entrprs Stock/ETF (XSOE) 0.1 $371k -7% 13k 27.95
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ConocoPhillips Stock/ETF (COP) 0.1 $368k +9% 3.6k 103.61
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Cisco Systems Stock/ETF (CSCO) 0.1 $367k -2% 7.1k 51.74
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BondBloxx Bloomberg Two YrTrgDurUSTrsETF Stock/ETF (XTWO) 0.0 $353k +55% 7.2k 49.12
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Schwab Fundamental US Large Company Index ETF Stock/ETF (FNDX) 0.0 $351k +13% 6.1k 57.57
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ClearShares Ultra-Short Maturity Stock/ETF (OPER) 0.0 $349k 3.5k 100.29
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BondBloxx Bloomberg SixMthTrgDurUSTrsETF Stock/ETF (XHLF) 0.0 $346k -9% 6.9k 50.23
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Quadratic Intrst Rt Vol & Infl H ETF Stock/ETF (IVOL) 0.0 $344k -88% 17k 20.58
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Alibaba Group Holding Stock/ETF (BABA) 0.0 $342k 4.1k 83.35
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Broadcom Stock/ETF (AVGO) 0.0 $339k -23% 390.00 867.90
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iShares Russell Mid-Cap Value ETF Stock/ETF (IWS) 0.0 $333k 3.0k 109.84
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Innovator S&P 500 Power Buffer ETF - June Stock/ETF (PJUN) 0.0 $326k -16% 10k 31.67
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Raytheon Technologies Corp Stock/ETF (RTX) 0.0 $325k -14% 3.3k 97.97
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Emerson Electric Stock/ETF (EMR) 0.0 $324k +8% 3.6k 90.39
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UnitedHealth Group Stock/ETF (UNH) 0.0 $311k -5% 647.00 480.65
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Innovator ETFs Trust Growth AC Celerated Stock/ETF (XDQQ) 0.0 $305k -20% 12k 25.05
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iShares iBoxx $ High Yield Corporate Bond ETF Stock/ETF (HYG) 0.0 $303k -3% 4.0k 75.07
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AutoNation Stock/ETF (AN) 0.0 $296k -26% 1.8k 164.61
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Public Service Enterprise Group Stock/ETF (PEG) 0.0 $294k -4% 4.7k 62.61
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TJX Companies Stock/ETF (TJX) 0.0 $293k -15% 3.5k 84.79
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Comcast Corp A Stock/ETF (CMCSA) 0.0 $291k -11% 7.0k 41.55
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Netflix Stock/ETF (NFLX) 0.0 $286k -12% 650.00 440.49
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SPDR Portfolio Developed Wld ex-US Stock/ETF (SPDW) 0.0 $286k 8.8k 32.54
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Alpha Architect 1-3 Mnth Box Stock/ETF (BOXX) 0.0 $285k NEW 2.8k 102.36
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iShares US Dividend & Buyback Stock/ETF (DIVB) 0.0 $278k 7.3k 38.25
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BondBloxx Bloomberg One Yr Tgt Duration US Trsy ET Stock/ETF (XONE) 0.0 $277k +46% 5.6k 49.67
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Past Filings by WealthPLAN Partners

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

View all past filings