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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, DGRO, SCHF, and represent 20.33% of WealthPLAN Partners's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$14M), PAPR, HRL, AMGN, BJUN, FMAY, JUNT, JUNW, EMR, DOV.
Started 27 new stock positions in SILA, CMG, VRTX, CATX, BJUN, GMAY, EMR, PAPR, JUNT, FLBL.
Reduced shares in these 10 stocks: GBIL (-$12M), FSK (-$6.0M), CION (-$5.8M), JEPI (-$5.6M), GDX (-$5.2M), RODM (-$5.1M), NEE (-$5.1M), MINT, WPC, ADM.
Sold out of its positions in AGNC, FEBW, FEBT, BABA, AEP, XTWO, XONE, BRSP, CION, DUK.
WealthPLAN Partners was a net seller of stock by $-39M.
WealthPLAN Partners has $932M in assets under management (AUM), dropping by -3.56%.
Central Index Key (CIK): 0001639943

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Portfolio Holdings for WealthPLAN Partners

WealthPLAN Partners holds 297 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	7.2	$67M		317k	210.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	4.1	$39M		95k	406.80	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.0	$37M		139k	267.52	View chart
Ishares Tr Core Div Grwth (DGRO)	3.0	$28M		480k	57.60	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.1	$19M	+5%	506k	38.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	1.9	$18M	+3%	618k	28.92	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.9	$18M		323k	54.49	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.7	$16M	+3%	89k	182.01	View chart
Amazon (AMZN)	1.7	$16M		82k	193.25	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.7	$16M	+6%	621k	25.09	View chart
Ishares Core Msci Emkt (IEMG)	1.7	$16M	+9%	291k	53.53	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	1.6	$15M		546k	27.68	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$15M	-3%	31k	479.11	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.6	$15M		172k	86.61	View chart
NVIDIA Corporation (NVDA)	1.6	$15M	+1311%	119k	123.54	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	1.6	$15M		284k	51.09	View chart
Costco Wholesale Corporation (COST)	1.4	$13M	+3%	15k	850.01	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$13M	+4%	23k	547.25	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$11M	+14%	61k	183.42	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	1.2	$11M		177k	62.49	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	1.0	$9.3M		382k	24.30	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	1.0	$9.3M		333k	27.88	View chart
Microsoft Corporation (MSFT)	1.0	$9.2M	+2%	21k	447.32	View chart
Ishares Tr Intl Div Grwth (IGRO)	1.0	$9.2M		136k	67.49	View chart
Casey's General Stores (CASY)	0.9	$8.7M	-10%	23k	381.57	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.9	$8.5M		139k	61.08	View chart
Wal-Mart Stores (WMT)	0.9	$8.3M	+3%	122k	67.71	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.8	$7.8M	+2%	148k	52.95	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$7.4M	+24%	80k	92.30	View chart
Johnson & Johnson (JNJ)	0.8	$7.3M	-8%	50k	146.16	View chart
Chevron Corporation (CVX)	0.8	$7.2M	-11%	46k	156.42	View chart
Pepsi (PEP)	0.8	$7.1M	-4%	43k	164.93	View chart
Abbvie (ABBV)	0.8	$7.1M	-2%	42k	171.52	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.8	$7.0M	-14%	110k	64.00	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.7	$6.5M		81k	80.13	View chart
JPMorgan Chase & Co. (JPM)	0.7	$6.4M		31k	204.71	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.6	$5.8M	-13%	116k	50.28	View chart
Nucor Corporation (NUE)	0.6	$5.8M	-3%	37k	158.08	View chart
Texas Instruments Incorporated (TXN)	0.6	$5.6M	-5%	29k	194.53	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.6	$5.6M	+19%	139k	40.23	View chart
Realty Income (O)	0.6	$5.4M	-4%	102k	52.82	View chart
RPM International (RPM)	0.6	$5.4M	+30%	50k	107.68	View chart
Gra (GGG)	0.6	$5.3M	-5%	67k	79.28	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.6	$5.3M		70k	75.66	View chart
Mastercard Incorporated Cl A (MA)	0.6	$5.2M	+5%	12k	441.17	View chart
Brown & Brown (BRO)	0.6	$5.2M	-2%	59k	89.41	View chart
Lockheed Martin Corporation (LMT)	0.6	$5.2M	+6%	11k	467.10	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.6	$5.1M		69k	74.60	View chart
Genuine Parts Company (GPC)	0.5	$5.1M	-5%	37k	138.32	View chart
International Business Machines (IBM)	0.5	$5.1M	-2%	29k	172.95	View chart
Msc Indl Direct Cl A (MSM)	0.5	$5.0M	-15%	63k	79.31	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$5.0M	+3%	64k	77.76	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.5	$4.9M	NEW	142k	34.66	View chart
Union Pacific Corporation (UNP)	0.5	$4.8M	+45%	21k	226.26	View chart
Meta Platforms Cl A (META)	0.5	$4.8M		9.6k	504.22	View chart
Columbia Etf Tr I Seligman Semicon (SEMI)	0.5	$4.8M	-3%	176k	27.30	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.5	$4.6M	+3%	77k	59.60	View chart
Hormel Foods Corporation (HRL)	0.5	$4.5M	+1493%	147k	30.49	View chart
Constellation Brands Cl A (STZ)	0.5	$4.4M	+8%	17k	257.28	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.5	$4.4M		145k	30.42	View chart
Lincoln Electric Holdings (LECO)	0.5	$4.3M	-16%	23k	188.64	View chart
Verizon Communications (VZ)	0.5	$4.3M	-7%	104k	41.24	View chart
Microchip Technology (MCHP)	0.5	$4.3M	-23%	46k	92.88	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.5	$4.3M	-4%	167k	25.50	View chart
Ea Series Trust Strive 1000 Valu (STXV)	0.4	$4.1M	+5%	144k	28.15	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$4.1M	+5%	89k	45.58	View chart
Cullen/Frost Bankers (CFR)	0.4	$4.0M	-8%	40k	101.63	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	0.4	$4.0M	-4%	84k	47.05	View chart
Danaher Corporation (DHR)	0.4	$3.9M	+9%	16k	249.84	View chart
Amgen (AMGN)	0.4	$3.9M	NEW	12k	312.45	View chart
Ea Series Trust Strive 1000 Grwt (STXG)	0.4	$3.8M	+14%	96k	39.86	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.4	$3.8M	NEW	98k	39.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.4	$3.8M	NEW	86k	44.65	View chart
Aim Etf Products Trust Us Lrgcp B10 Jun (JUNT)	0.4	$3.8M	NEW	124k	30.46	View chart
Visa Com Cl A (V)	0.4	$3.7M		14k	262.47	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$3.7M	+3%	82k	45.22	View chart
Air Products & Chemicals (APD)	0.4	$3.7M	-7%	14k	258.04	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$3.6M	-9%	18k	202.89	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$3.5M	+3%	28k	123.80	View chart
Abbott Laboratories (ABT)	0.4	$3.4M	-53%	33k	103.91	View chart
S&p Global (SPGI)	0.4	$3.4M	+5%	7.6k	445.98	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.3	$3.2M	+50%	30k	107.81	View chart
Aim Etf Products Trust Us Lrgcp B20 Jun (JUNW)	0.3	$3.2M	NEW	110k	28.59	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.3	$3.1M		69k	45.44	View chart
Emerson Electric (EMR)	0.3	$3.1M	NEW	28k	110.16	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.3	$3.0M		70k	42.96	View chart
Adobe Systems Incorporated (ADBE)	0.3	$3.0M	+20%	5.4k	555.54	View chart
A. O. Smith Corporation (AOS)	0.3	$2.8M	+2%	35k	81.78	View chart
Nike CL B (NKE)	0.3	$2.8M	-6%	37k	75.37	View chart
Intel Corporation (INTC)	0.3	$2.7M	+10%	88k	30.97	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$2.7M	+41%	26k	102.30	View chart
Dover Corporation (DOV)	0.3	$2.6M	NEW	15k	180.45	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$2.6M	+4%	15k	170.76	View chart
Servicenow (NOW)	0.3	$2.6M	+3%	3.3k	786.67	View chart
Tesla Motors (TSLA)	0.3	$2.5M	+9%	13k	197.88	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.3	$2.5M	+3%	52k	46.94	View chart
Roper Industries (ROP)	0.3	$2.3M	+7%	4.2k	563.60	View chart
Cheniere Energy Com New (LNG)	0.2	$2.3M	+43%	13k	174.83	View chart
Thermo Fisher Scientific (TMO)	0.2	$2.3M	+6%	4.1k	553.06	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$2.2M	+13%	15k	145.75	View chart
Albemarle Corporation (ALB)	0.2	$2.2M	-3%	23k	95.52	View chart
Broadcom (AVGO)	0.2	$2.2M	+12%	1.4k	1605.34	View chart
Archer Daniels Midland Company (ADM)	0.2	$2.2M	-66%	36k	60.45	View chart
Buckle (BKE)	0.2	$2.1M		58k	36.94	View chart
Caterpillar (CAT)	0.2	$2.1M		6.4k	333.09	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.2	$2.1M	+3%	54k	38.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$2.1M		11k	182.15	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$2.0M		31k	64.25	View chart
PNC Financial Services (PNC)	0.2	$1.9M		13k	155.49	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.9M		3.5k	544.22	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$1.9M		28k	66.35	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$1.8M	+37%	19k	96.13	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$1.8M	+82%	58k	31.41	View chart
Fmc Corp Com New (FMC)	0.2	$1.8M	+22%	31k	57.55	View chart
Ea Series Trust Strive Sml Cap (STXK)	0.2	$1.8M	+10%	61k	29.01	View chart
Occidental Petroleum Corporation (OXY)	0.2	$1.8M	+125%	28k	63.03	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.2	$1.7M		40k	43.31	View chart
Perspective Therapeutics Com New (CATX)	0.2	$1.7M	NEW	170k	9.97	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.2	$1.7M	-3%	34k	50.33	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$1.6M	+4%	18k	91.81	View chart
Lowe's Companies (LOW)	0.2	$1.6M		7.3k	220.47	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.2	$1.6M	-19%	39k	40.67	View chart
Lululemon Athletica (LULU)	0.2	$1.5M	-4%	5.1k	298.70	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$1.5M		6.1k	250.14	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$1.5M	-75%	15k	100.65	View chart
Eli Lilly & Co. (LLY)	0.2	$1.4M		1.6k	905.25	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$1.4M	+2%	35k	41.11	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.4M	+10%	9.2k	152.30	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.1	$1.4M	+56%	39k	34.97	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.4M		15k	91.78	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.3M	-72%	8.2k	164.29	View chart
Ea Series Trust Strive Mid Cap (STXM)	0.1	$1.3M	NEW	54k	24.05	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.3M	-9%	11k	115.12	View chart
Merck & Co (MRK)	0.1	$1.2M	-2%	9.9k	123.80	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.2M		3.3k	364.51	View chart
Home Depot (HD)	0.1	$1.2M	-3%	3.4k	344.51	View chart
Main Street Capital Corporation (MAIN)	0.1	$1.2M	-2%	23k	50.49	View chart
Wp Carey (WPC)	0.1	$1.2M	-78%	21k	55.05	View chart
Bank of America Corporation (BAC)	0.1	$1.1M	+2%	29k	39.56	View chart
Coca-Cola Company (KO)	0.1	$1.1M	+2%	18k	63.65	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.1M	+2%	7.5k	150.50	View chart
Nextera Energy (NEE)	0.1	$1.1M	-81%	16k	70.81	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$1.1M	+178%	30k	35.62	View chart
Chipotle Mexican Grill (CMG)	0.1	$1.0M	NEW	17k	62.65	View chart
Ea Series Trust Strive Total Ret (STXT)	0.1	$1.0M		52k	19.98	View chart
Hims & Hers Health Com Cl A (HIMS)	0.1	$1.0M	NEW	51k	20.19	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$959k	NEW	32k	29.75	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$949k	-16%	19k	51.30	View chart
McDonald's Corporation (MCD)	0.1	$931k		3.6k	254.99	View chart
Deere & Company (DE)	0.1	$911k		2.4k	373.66	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$872k	+9%	1.7k	500.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$860k	-52%	21k	40.23	View chart
Target Corporation (TGT)	0.1	$825k		5.6k	148.04	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$821k	-37%	16k	53.04	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$813k	+2%	10k	78.05	View chart
Altria (MO)	0.1	$799k	-2%	18k	45.55	View chart
McKesson Corporation (MCK)	0.1	$796k	+23%	1.4k	584.23	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$784k		17k	47.45	View chart
Advanced Micro Devices (AMD)	0.1	$784k	+142%	4.8k	162.21	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$768k	+154%	8.4k	91.78	View chart
Ea Series Trust Strive Emerging (STXE)	0.1	$760k	+8%	26k	29.74	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$740k	-5%	6.1k	120.97	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$735k	+6%	15k	48.74	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.1	$732k	+5%	14k	52.20	View chart
Medtronic SHS (MDT)	0.1	$718k		9.1k	78.71	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$716k	+3%	19k	37.95	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$707k	-77%	12k	59.20	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$702k		5.9k	118.78	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$697k	+61%	8.3k	84.06	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$694k	-3%	1.3k	535.08	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$687k	NEW	1.5k	468.72	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$686k	+16%	7.1k	97.07	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.1	$684k	-3%	7.1k	96.98	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$678k	-22%	6.5k	104.52	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$673k	+19%	8.6k	78.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$671k	NEW	3.7k	182.54	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$645k		2.9k	226.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$643k	NEW	18k	34.99	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity E (XMAY)	0.1	$641k	NEW	21k	30.15	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.1	$637k	+78%	8.7k	72.94	View chart
Netflix (NFLX)	0.1	$636k	+7%	943.00	674.88	View chart
Northern Lts Fd Tr Iv Main Buywrite (BUYW)	0.1	$626k	+6%	46k	13.72	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$623k		27k	23.25	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$620k	+3%	27k	23.25	View chart
Charles Schwab Corporation (SCHW)	0.1	$619k	+12%	8.4k	73.69	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$611k	+4%	6.7k	91.15	View chart
Procter & Gamble Company (PG)	0.1	$608k	+19%	3.7k	164.93	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$608k		23k	26.56	View chart
Northern Lts Fd Tr Iv Main Thematc In (TMAT)	0.1	$604k		35k	17.20	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$599k	+95%	1.6k	374.01	View chart
Werner Enterprises (WERN)	0.1	$598k		17k	35.83	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$587k	+6%	5.8k	100.83	View chart
Interpublic Group of Companies (IPG)	0.1	$580k		20k	29.09	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$574k		5.2k	110.35	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$571k		19k	30.89	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$567k	-22%	11k	52.01	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.1	$563k		16k	35.46	View chart
Boeing Company (BA)	0.1	$533k	-15%	2.9k	181.98	View chart
Public Storage (PSA)	0.1	$532k		1.8k	287.65	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$527k		2.0k	262.53	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$525k	+63%	3.2k	163.62	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.1	$522k	+30%	10k	51.10	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.1	$520k	NEW	21k	24.41	View chart
Fs Kkr Capital Corp (FSK)	0.1	$518k	-92%	26k	19.73	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$513k	+45%	6.0k	85.86	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$507k	+2%	1.7k	297.54	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$499k	+13%	5.8k	86.57	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$496k		2.8k	174.47	View chart
Oracle Corporation (ORCL)	0.1	$485k		3.4k	141.20	View chart
Us Bancorp Del Com New (USB)	0.1	$469k		12k	39.70	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$465k	-2%	6.9k	66.98	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.0	$459k		5.5k	83.41	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$455k	-50%	2.1k	215.01	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$450k	-13%	10k	44.10	View chart
Proshares Tr Large Cap Cre (CSM)	0.0	$449k	-7%	7.2k	62.03	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$448k		9.2k	48.54	View chart
TJX Companies (TJX)	0.0	$442k		4.0k	110.09	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$440k	-68%	7.5k	58.52	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$435k		7.4k	58.63	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.0	$426k		7.5k	56.54	View chart
ConocoPhillips (COP)	0.0	$414k		3.6k	114.38	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$414k	-7%	3.9k	106.65	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.0	$407k		4.3k	94.27	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$403k	+45%	5.2k	76.70	View chart
United Rentals (URI)	0.0	$398k	+40%	615.00	647.06	View chart
Ge Aerospace Com New (GE)	0.0	$398k	-4%	2.5k	158.97	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$394k		2.5k	160.41	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$391k	-41%	11k	35.56	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.0	$387k	NEW	9.3k	41.49	View chart
Walt Disney Company (DIS)	0.0	$387k	-10%	3.9k	99.29	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$373k	-8%	10k	36.51	View chart
At&t (T)	0.0	$368k		19k	19.11	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.0	$366k	+9%	5.0k	73.61	View chart
Norfolk Southern (NSC)	0.0	$359k	-4%	1.7k	214.69	View chart
Innovator Etfs Trust Uncapped Acclrtd (XUSP)	0.0	$353k		9.6k	36.93	View chart
Constellation Energy (CEG)	0.0	$351k		1.8k	200.27	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$350k	-3%	2.9k	120.74	View chart
Public Service Enterprise (PEG)	0.0	$344k		4.7k	73.70	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$338k		11k	31.55	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$330k		572.00	576.18	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$327k	+5%	9.3k	35.08	View chart
Qualcomm (QCOM)	0.0	$326k	+21%	1.6k	199.18	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$319k	-6%	4.9k	65.44	View chart
Palantir Technologies Cl A (PLTR)	0.0	$319k	NEW	13k	25.33	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$318k	-94%	5.6k	56.68	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$317k		8.4k	37.67	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$316k		7.5k	42.12	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$315k		10k	30.63	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.0	$306k	-4%	6.1k	50.47	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$305k	-6%	780.00	391.13	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$304k	-26%	1.2k	249.62	View chart
ConAgra Foods (CAG)	0.0	$301k		11k	28.42	View chart
Rockwell Automation (ROK)	0.0	$298k		1.1k	275.28	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$297k	+8%	7.3k	40.75	View chart
Lamb Weston Hldgs (LW)	0.0	$296k		3.5k	84.07	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.0	$292k	-94%	11k	27.62	View chart
UMB Financial Corporation (UMBF)	0.0	$291k	-42%	3.5k	83.43	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$288k		3.4k	83.96	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$286k	-21%	6.9k	41.53	View chart
Spotify Technology S A SHS (SPOT)	0.0	$282k		900.00	313.79	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.0	$282k		6.6k	42.87	View chart
Intuitive Surgical Com New (ISRG)	0.0	$268k	-22%	603.00	444.85	View chart
UnitedHealth (UNH)	0.0	$267k	-4%	523.00	509.57	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$265k	-21%	3.0k	88.48	View chart
Sila Realty Trust Common Stock (SILA)	0.0	$263k	NEW	12k	21.17	View chart
Ares Capital Corporation (ARCC)	0.0	$262k	-29%	13k	20.84	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.0	$260k		4.8k	54.75	View chart
Micron Technology (MU)	0.0	$258k	NEW	2.0k	131.55	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$251k		7.2k	35.03	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$250k	NEW	652.00	383.19	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$250k	NEW	1.4k	173.83	View chart
Eaton Corp SHS (ETN)	0.0	$249k		793.00	313.55	View chart
John Hancock Exchange Traded International Hi (JHID)	0.0	$245k	-2%	8.6k	28.58	View chart
Wells Fargo & Company (WFC)	0.0	$244k	-3%	4.1k	59.39	View chart
Raytheon Technologies Corp (RTX)	0.0	$243k	-4%	2.4k	102.33	View chart
Cisco Systems (CSCO)	0.0	$239k	-31%	5.0k	47.52	View chart
Ford Motor Company (F)	0.0	$239k		19k	12.54	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	0.0	$238k	+5%	6.1k	39.08	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$236k		8.9k	26.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.0	$235k	-2%	5.8k	40.33	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$230k	-92%	36k	6.37	View chart
United Parcel Service CL B (UPS)	0.0	$226k		1.7k	136.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.0	$224k	-94%	5.2k	43.41	View chart
Palo Alto Networks (PANW)	0.0	$218k	NEW	642.00	339.01	View chart
Pfizer (PFE)	0.0	$212k	-25%	7.6k	27.98	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.0	$206k		12k	17.64	View chart
Comcast Corp Cl A (CMCSA)	0.0	$206k		5.2k	39.16	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$204k	NEW	10k	19.97	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$203k	-93%	5.4k	37.51	View chart
Starboard Invt Tr Rh Tactical Rot (RHRX)	0.0	$160k	-2%	10k	15.70	View chart
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)	0.0	$152k		19k	7.86	View chart
Doubleline Income Solutions (DSL)	0.0	$147k		12k	12.52	View chart
Altimmune Com New (ALT)	0.0	$68k		10k	6.65	View chart
Ringcentral Note 3/0 (Principal)	0.0	$52k		55k	0.95	View chart
Presidio Ppty Tr Com Cl A (SQFT)	0.0	$16k		22k	0.70	View chart
Presidio Ppty Tr *w Exp 99/99/999 (SQFTW)	0.0	$872.313000		22k	0.04	View chart
Presto Automation (PRST)	0.0	$700.000000	NEW	10k	0.07	View chart

Past Filings by WealthPLAN Partners

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

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
WealthPLAN Partners 2020 Q1 filed May 15, 2020

View all past filings

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