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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, VTI, COWZ, SCHF, and represent 19.98% of WealthPLAN Partners's stock portfolio.
Added to shares of these 10 stocks: AGGY, GBIL, IBM, XBAP, SCHP, MINT, CROX, GDV, SPAB, HYLB.
Started 110 new stock positions in Knife River Corp, VSS, SHAG, BOXX, HIMS, USRT, XBAP, AMLP, DOLE, XPO.
Reduced shares in these 10 stocks: FMB (-$24M), , AAPL (-$14M), NNI (-$7.5M), CHRW (-$6.8M), PRLB (-$6.6M), PEP (-$5.9M), GGG (-$5.8M), MSM (-$5.6M), NUE (-$5.3M).
Sold out of its positions in ACER, GOLF, ALGN, RTL, AMPE, AVXL, APO, ARQT, AWI, ASPN.
WealthPLAN Partners was a net seller of stock by $-267M.
WealthPLAN Partners has $706M in assets under management (AUM), dropping by -99.87%.
Central Index Key (CIK): 0001639943

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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.

Sign up to view all of the WealthPLAN Partners June 30, 2023 positions
Download the WealthPLAN Partners June 2023 csv data

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

Past Filings by WealthPLAN Partners

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

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
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

View all past filings

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