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WealthPlan Investment Management

Latest statistics and disclosures from WealthPlan Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, VTI, BRK.B, SCHF, GOOG, and represent 18.81% of WealthPlan Investment Management's stock portfolio.
Added to shares of these 10 stocks: SCHF (+$11M), FNOV (+$8.3M), SPYD (+$7.8M), CLIP (+$7.8M), HEQT (+$7.0M), OCTT (+$6.7M), BNOV (+$6.7M), FOCT (+$6.7M), HELO (+$6.3M), SIXO (+$5.0M).
Started 42 new stock positions in CRWD, FNOV, RODM, SDVY, EFG, SPMD, OCTW, KTOS, SIXO, SPOT.
Reduced shares in these 10 stocks: FSEP (-$9.5M), FAUG (-$7.6M), BSEP (-$7.6M), SEPT (-$7.6M), AUGM (-$5.6M), TDIV, QQQ, IWP, IWM, AVGO.
Sold out of its positions in AGNC, SIVR, SGOL, AMD, SEPW, SEPT, CZR, DEO, FAUG, FSEP.
WealthPlan Investment Management was a net buyer of stock by $46M.
WealthPlan Investment Management has $1.0B in assets under management (AUM), dropping by 2.49%.
Central Index Key (CIK): 0001929986

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Portfolio Holdings for WealthPlan Investment Management

WealthPlan Investment Management holds 262 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	9.0	$91M		362k	250.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.4	$35M	+4%	120k	289.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.4	$25M	+2%	55k	453.28	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.0	$21M	+122%	1.1M	18.50	View chart
Alphabet Cap Stk Cl C (GOOG)	2.0	$20M		104k	190.44	View chart
Ishares Tr Core Div Grwth (DGRO)	1.9	$20M	+17%	318k	61.30	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.9	$19M	+12%	750k	24.99	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	1.7	$18M	+64%	600k	29.48	View chart
Wal-Mart Stores (WMT)	1.7	$17M	-8%	190k	90.35	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.6	$16M	+4%	85k	190.88	View chart
Ishares Core Msci Emkt (IEMG)	1.6	$16M	+8%	307k	52.22	View chart
Costco Wholesale Corporation (COST)	1.5	$16M	-4%	17k	916.26	View chart
Casey's General Stores (CASY)	1.5	$15M	-8%	38k	396.23	View chart
Amazon (AMZN)	1.4	$14M	-3%	66k	219.39	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	1.4	$14M		578k	24.27	View chart
Vaneck Etf Trust Clo Etf (CLOI)	1.4	$14M		260k	52.77	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	1.3	$13M	+139%	311k	43.24	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.3	$13M	+87%	216k	62.05	View chart
Meta Platforms Cl A (META)	1.3	$13M	+2%	23k	585.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	1.3	$13M	+12%	423k	30.47	View chart
Abbvie (ABBV)	1.3	$13M		72k	177.70	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	1.1	$12M	-8%	498k	23.02	View chart
Pepsi (PEP)	1.1	$11M	-6%	73k	152.06	View chart
Chevron Corporation (CVX)	1.1	$11M	-2%	76k	144.84	View chart
NVIDIA Corporation (NVDA)	1.1	$11M	-10%	82k	134.29	View chart
Microsoft Corporation (MSFT)	1.0	$10M		25k	421.50	View chart
RPM International (RPM)	1.0	$10M	-8%	83k	123.06	View chart
Gra (GGG)	1.0	$10M	-2%	121k	84.29	View chart
Hormel Foods Corporation (HRL)	1.0	$10M	+2%	323k	31.37	View chart
Brown & Brown (BRO)	1.0	$10M	-9%	99k	102.02	View chart
Mastercard Incorporated Cl A (MA)	1.0	$10M		19k	526.56	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	1.0	$9.7M	+13%	148k	65.81	View chart
International Business Machines (IBM)	1.0	$9.6M	-4%	44k	219.83	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	0.9	$9.4M		369k	25.40	View chart
Texas Instruments Incorporated (TXN)	0.9	$9.3M	-4%	49k	187.51	View chart
Msc Indl Direct Cl A (MSM)	0.9	$9.1M		121k	74.69	View chart
Emerson Electric (EMR)	0.9	$8.9M		72k	123.93	View chart
Amgen (AMGN)	0.9	$8.8M	-13%	34k	260.64	View chart
Verizon Communications (VZ)	0.8	$8.6M		214k	39.99	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.8	$8.6M	-2%	336k	25.45	View chart
Air Products & Chemicals (APD)	0.8	$8.5M	-2%	29k	290.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.8	$8.3M	NEW	175k	47.82	View chart
Johnson & Johnson (JNJ)	0.8	$8.2M	-7%	57k	144.62	View chart
Genuine Parts Company (GPC)	0.8	$7.8M	-5%	67k	116.76	View chart
Lincoln Electric Holdings (LECO)	0.8	$7.8M	+2%	42k	187.47	View chart
Global X Fds 1-3 Month T-bill (CLIP)	0.8	$7.8M	NEW	78k	100.10	View chart
Lockheed Martin Corporation (LMT)	0.8	$7.6M		16k	485.95	View chart
Cullen/Frost Bankers (CFR)	0.7	$7.6M	+3%	57k	134.25	View chart
Valmont Industries (VMI)	0.7	$7.5M		24k	306.67	View chart
JPMorgan Chase & Co. (JPM)	0.7	$7.2M	+2%	30k	239.71	View chart
Nucor Corporation (NUE)	0.7	$7.0M	-14%	60k	116.71	View chart
Realty Income (O)	0.7	$6.9M		130k	53.41	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.7	$6.8M	+10%	121k	56.48	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.7	$6.7M	+6%	99k	67.96	View chart
Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT)	0.7	$6.7M	NEW	175k	38.22	View chart
Dover Corporation (DOV)	0.7	$6.7M		36k	187.60	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.7	$6.7M	NEW	170k	39.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.7	$6.7M	NEW	156k	42.63	View chart
Constellation Brands Cl A (STZ)	0.7	$6.7M		30k	221.00	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$6.5M	+8%	111k	58.79	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.6	$6.4M	+6%	235k	27.16	View chart
Danaher Corporation (DHR)	0.6	$5.9M	-2%	26k	229.55	View chart
Astrazeneca Sponsored Adr (AZN)	0.6	$5.8M	+4%	88k	65.52	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.6	$5.7M	+5%	61k	92.73	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.5	$5.4M	+9%	91k	59.77	View chart
Nike CL B (NKE)	0.5	$5.3M	-9%	70k	75.67	View chart
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)	0.5	$5.0M	NEW	156k	32.40	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.5	$4.6M	+9%	61k	75.45	View chart
S&p Global (SPGI)	0.4	$4.5M		8.9k	498.02	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.4	$4.2M		48k	87.90	View chart
ON Semiconductor (ON)	0.4	$4.1M	-11%	65k	63.05	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.4	$4.1M	+2%	37k	110.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$3.9M	+3%	21k	189.30	View chart
Albemarle Corporation (ALB)	0.4	$3.9M	-11%	46k	86.08	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$3.9M	-13%	23k	172.42	View chart
Cheniere Energy Com New (LNG)	0.4	$3.9M	+14%	18k	214.87	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.4	$3.9M	NEW	76k	50.72	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$3.8M	+356%	20k	195.75	View chart
Tesla Motors (TSLA)	0.4	$3.6M	-6%	9.0k	403.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$3.4M	-40%	6.6k	511.24	View chart
Columbia Etf Tr I Semicndctr & Tec (SEMI)	0.3	$3.4M	-3%	132k	25.68	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$3.2M	+7%	5.5k	588.73	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.3	$3.2M	+8%	110k	29.19	View chart
Roper Industries (ROP)	0.3	$3.1M	+18%	5.9k	519.83	View chart
Servicenow (NOW)	0.3	$3.0M	-11%	2.8k	1060.12	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$2.9M	+55%	5.0k	586.11	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$2.9M	-39%	13k	220.97	View chart
Adobe Systems Incorporated (ADBE)	0.3	$2.9M	+16%	6.4k	444.68	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.3	$2.8M	-3%	66k	42.91	View chart
Palantir Technologies Cl A (PLTR)	0.3	$2.7M	+145%	36k	75.63	View chart
Veralto Corp Com Shs (VLTO)	0.2	$2.5M	-6%	25k	101.85	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$2.4M		32k	74.02	View chart
Union Pacific Corporation (UNP)	0.2	$2.4M	-5%	10k	228.05	View chart
Lululemon Athletica (LULU)	0.2	$2.3M	+18%	6.0k	382.41	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.2	$2.3M	-55%	29k	78.46	View chart
Lowe's Companies (LOW)	0.2	$2.3M	+12%	9.2k	246.81	View chart
Caterpillar (CAT)	0.2	$2.2M		6.1k	362.76	View chart
Thermo Fisher Scientific (TMO)	0.2	$2.2M	+6%	4.2k	520.17	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$2.2M	+236%	31k	71.43	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$2.1M	+443%	24k	87.33	View chart
Broadcom (AVGO)	0.2	$2.1M	-45%	8.9k	231.84	View chart
A. O. Smith Corporation (AOS)	0.2	$2.0M	-18%	29k	68.21	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.2	$2.0M		52k	37.78	View chart
Fmc Corp Com New (FMC)	0.2	$1.8M	+10%	38k	48.61	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.2	$1.8M	+2%	35k	53.12	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$1.8M	+11%	23k	80.93	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$1.8M	-18%	18k	101.53	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$1.8M	+51%	42k	42.25	View chart
Pfizer (PFE)	0.2	$1.7M	-12%	66k	26.53	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.2	$1.6M	-2%	32k	50.50	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.6M	-5%	15k	107.57	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.2	$1.6M		39k	40.49	View chart
Netflix (NFLX)	0.2	$1.6M	-3%	1.8k	891.32	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.6M	+214%	58k	27.32	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.1	$1.5M	+3%	34k	43.72	View chart
Eli Lilly & Co. (LLY)	0.1	$1.5M	-4%	1.9k	771.96	View chart
Synopsys (SNPS)	0.1	$1.4M	+6%	3.0k	485.36	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.4M	NEW	59k	23.18	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.3M	+18%	8.1k	164.17	View chart
Intel Corporation (INTC)	0.1	$1.3M	+3%	65k	20.05	View chart
Perspective Therapeutics Com New (CATX)	0.1	$1.3M	+18%	401k	3.19	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$1.2M	NEW	25k	49.62	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.2M	+13%	21k	57.53	View chart
John Hancock Exchange Traded International Hi (JHID)	0.1	$1.2M	+5%	43k	27.87	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$1.1M	NEW	31k	35.85	View chart
Acushnet Holdings Corp (GOLF)	0.1	$1.1M		16k	71.08	View chart
McDonald's Corporation (MCD)	0.1	$1.0M		3.6k	289.92	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$1.0M	+5%	13k	80.66	View chart
Oracle Corporation (ORCL)	0.1	$1.0M	+281%	6.2k	166.64	View chart
Zai Lab Adr (ZLAB)	0.1	$1.0M		39k	26.19	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$1.0M	-13%	148k	6.82	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$987k	-65%	7.8k	126.74	View chart
Novartis Sponsored Adr (NVS)	0.1	$924k		9.5k	97.31	View chart
Ares Capital Corporation (ARCC)	0.1	$892k	-23%	41k	21.89	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	0.1	$862k	+5%	24k	35.98	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$849k		8.5k	99.55	View chart
Intuitive Surgical Com New (ISRG)	0.1	$806k	-22%	1.5k	521.96	View chart
Markel Corporation (MKL)	0.1	$794k	+11%	460.00	1726.23	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$767k	+4%	6.7k	113.61	View chart
Automatic Data Processing (ADP)	0.1	$758k	-3%	2.6k	292.77	View chart
Wells Fargo & Company (WFC)	0.1	$745k	+17%	11k	70.24	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.1	$737k	-26%	15k	50.18	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$737k	-2%	18k	40.34	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$729k	NEW	13k	54.69	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$715k	NEW	28k	25.86	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$712k	+57%	8.7k	81.58	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$674k	+74%	2.9k	232.52	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$652k	+6%	20k	32.65	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$642k	+5%	27k	23.47	View chart
Hims & Hers Health Com Cl A (HIMS)	0.1	$637k	-53%	26k	24.18	View chart
UnitedHealth (UNH)	0.1	$632k	+32%	1.3k	505.68	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$604k	-3%	25k	23.97	View chart
Buckle (BKE)	0.1	$582k	+6%	11k	50.81	View chart
Tyson Foods Cl A (TSN)	0.1	$578k		10k	57.44	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$577k	NEW	4.5k	128.62	View chart
Innovator Etfs Trust Equity Defined P	0.1	$566k	NEW	22k	25.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit	0.1	$565k	NEW	19k	30.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eq Ma	0.1	$564k	NEW	19k	30.56	View chart
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW)	0.1	$563k	NEW	16k	35.56	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.1	$557k	NEW	15k	36.08	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$553k	NEW	21k	25.83	View chart
Duke Energy Corp Com New (DUK)	0.1	$551k	+62%	5.1k	107.74	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$547k	NEW	5.7k	96.82	View chart
Wp Carey (WPC)	0.1	$540k	+13%	9.9k	54.48	View chart
Visa Com Cl A (V)	0.1	$538k	-16%	1.7k	316.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$522k	+54%	12k	42.69	View chart
Bank of America Corporation (BAC)	0.1	$522k	-66%	12k	43.95	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.1	$520k	NEW	5.0k	104.29	View chart
Edwards Lifesciences (EW)	0.1	$511k		6.9k	74.03	View chart
Boeing Company (BA)	0.1	$510k	-21%	2.9k	177.00	View chart
Abbott Laboratories (ABT)	0.1	$508k	-3%	4.5k	113.12	View chart
UMB Financial Corporation (UMBF)	0.1	$507k		4.5k	112.87	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$504k	NEW	19k	26.63	View chart
Deere & Company (DE)	0.0	$490k	+37%	1.2k	423.77	View chart
Destiny Tech100 Com Shs (DXYZ)	0.0	$482k	NEW	8.2k	58.86	View chart
FedEx Corporation (FDX)	0.0	$473k	+2%	1.7k	281.36	View chart
Coca-Cola Company (KO)	0.0	$465k	-54%	7.5k	62.26	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$462k	NEW	4.8k	96.90	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.0	$461k	NEW	18k	26.38	View chart
Honeywell International (HON)	0.0	$458k	-8%	2.0k	225.89	View chart
American Electric Power Company (AEP)	0.0	$447k		4.8k	92.23	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$443k	-9%	12k	36.80	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$442k	NEW	1.1k	410.52	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.0	$440k		4.9k	90.21	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$424k	+4%	3.3k	128.83	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$419k	NEW	19k	22.07	View chart
Starbucks Corporation (SBUX)	0.0	$416k	-30%	4.6k	91.25	View chart
Uber Technologies (UBER)	0.0	$415k	-5%	6.9k	60.32	View chart
Life360 (LIF)	0.0	$412k	+2%	10k	41.27	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	0.0	$410k	-33%	8.9k	46.26	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$408k	+34%	13k	31.05	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$404k		4.9k	81.98	View chart
Xylem (XYL)	0.0	$395k		3.4k	116.02	View chart
Philip Morris International (PM)	0.0	$391k	-11%	3.3k	120.35	View chart
Innovator Etfs Trust Uncapped Acclrtd (XUSP)	0.0	$384k		9.6k	40.16	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$381k	NEW	1.1k	342.16	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$374k	+60%	880.00	425.50	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$374k		1.4k	269.70	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$372k		10k	35.91	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$371k	+6%	596.00	621.59	View chart
Bristol Myers Squibb (BMY)	0.0	$370k		6.5k	56.56	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$369k	+16%	11k	34.13	View chart
Lamb Weston Hldgs (LW)	0.0	$365k		5.5k	66.83	View chart
Siren Etf Tr Divcn Ldrs Etf (LEAD)	0.0	$361k		5.4k	66.48	View chart
Chipotle Mexican Grill (CMG)	0.0	$360k	-71%	6.0k	60.30	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$354k	+43%	1.8k	197.51	View chart
Procter & Gamble Company (PG)	0.0	$332k	+15%	2.0k	167.62	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$332k	NEW	1.2k	280.17	View chart
Shopify Cl A (SHOP)	0.0	$332k	NEW	3.1k	106.33	View chart
Constellation Energy (CEG)	0.0	$329k	NEW	1.5k	223.71	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$328k		8.6k	38.37	View chart
Comcast Corp Cl A (CMCSA)	0.0	$317k	-7%	8.4k	37.53	View chart
Dow (DOW)	0.0	$315k	-18%	7.9k	40.13	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.0	$312k		6.5k	48.09	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$308k		3.4k	90.42	View chart
Target Corporation (TGT)	0.0	$308k	+7%	2.3k	135.19	View chart
C H Robinson Worldwide Com New (CHRW)	0.0	$306k	-41%	3.0k	103.32	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.0	$306k	-2%	9.8k	31.31	View chart
Altria (MO)	0.0	$303k	-16%	5.8k	52.29	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$302k	+3%	5.9k	51.14	View chart
Cincinnati Financial Corporation (CINF)	0.0	$299k		2.1k	143.71	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$298k		1.8k	169.30	View chart
General Motors Company (GM)	0.0	$288k	-8%	5.4k	53.27	View chart
NVR (NVR)	0.0	$286k		35.00	8178.91	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$285k		5.0k	57.41	View chart
Ge Vernova (GEV)	0.0	$280k		850.00	328.93	View chart
Centerspace (CSR)	0.0	$277k	-4%	4.2k	66.15	View chart
Grayscale Bitcoin Mini Tr Et Shs New	0.0	$272k	NEW	6.5k	41.87	View chart
Eaton Corp SHS (ETN)	0.0	$271k	+2%	817.00	331.87	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$259k	+2%	4.3k	59.72	View chart
Charles Schwab Corporation (SCHW)	0.0	$258k	-35%	3.5k	74.01	View chart
ConAgra Foods (CAG)	0.0	$253k		9.1k	27.75	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$252k	NEW	6.7k	37.52	View chart
Listed Fd Tr Roundhill Magnif (MAGS)	0.0	$250k	NEW	4.6k	54.42	View chart
Medtronic SHS (MDT)	0.0	$250k	-9%	3.1k	79.88	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$249k	+2%	2.0k	127.56	View chart
SYSCO Corporation (SYY)	0.0	$247k	-2%	3.2k	76.45	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$242k		2.7k	89.04	View chart
BP Sponsored Adr (BP)	0.0	$241k		8.2k	29.56	View chart
Bunge Global Sa Com Shs (BG)	0.0	$237k	NEW	3.0k	77.76	View chart
Paccar (PCAR)	0.0	$235k	NEW	2.3k	104.00	View chart
Ford Motor Company (F)	0.0	$235k	-30%	24k	9.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.0	$233k		5.8k	40.14	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.0	$227k	NEW	8.0k	28.42	View chart
Waste Management (WM)	0.0	$222k	+10%	1.1k	201.79	View chart
Invesco Actively Managed Exc S&p500 Downsid (PHDG)	0.0	$221k	-4%	5.9k	37.25	View chart
Boston Scientific Corporation (BSX)	0.0	$220k	-17%	2.5k	89.32	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$219k	-20%	903.00	242.13	View chart
Super Micro Computer Com New (SMCI)	0.0	$218k	NEW	7.1k	30.48	View chart
Spotify Technology S A SHS (SPOT)	0.0	$217k	NEW	485.00	447.38	View chart
At&t (T)	0.0	$213k	NEW	9.3k	22.77	View chart
Allstate Corporation (ALL)	0.0	$212k		1.1k	192.79	View chart
Delcath Sys Com New (DCTH)	0.0	$210k		17k	12.04	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$209k	-14%	862.00	242.08	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.0	$206k	NEW	12k	17.53	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$173k	-27%	15k	11.53	View chart
Valley National Ban (VLY)	0.0	$144k		16k	9.06	View chart
Pimco Income Strategy Fund (PFL)	0.0	$140k	+2%	17k	8.38	View chart
Barings Bdc (BBDC)	0.0	$133k		14k	9.57	View chart
GSI Technology (GSIT)	0.0	$114k	NEW	38k	3.03	View chart
Presidio Ppty Tr Com Cl A (SQFT)	0.0	$12k	-26%	15k	0.80	View chart
Presidio Ppty Tr *w Exp 99/99/999 (SQFTW)	0.0	$520.498600	-26%	15k	0.03	View chart

Past Filings by WealthPlan Investment Management

SEC 13F filings are viewable for WealthPlan Investment Management going back to 2022

WealthPlan Investment Management 2024 Q4 filed Jan. 30, 2025
WealthPlan Investment Management 2024 Q3 filed Nov. 5, 2024
WealthPlan Investment Management 2024 Q2 filed Aug. 9, 2024
WealthPlan Investment Management 2024 Q1 filed May 16, 2024
WealthPlan Investment Management 2023 Q4 filed Jan. 5, 2024
WealthPlan Investment Management 2023 Q3 restated filed Nov. 15, 2023
WealthPlan Investment Management 2023 Q3 filed Nov. 9, 2023
WealthPlan Investment Management 2023 Q2 restated filed Aug. 14, 2023
WealthPlan Investment Management 2023 Q2 filed July 25, 2023
WealthPlan Investment Management 2023 Q1 filed May 8, 2023
WealthPlan Investment Management 2022 Q4 filed Feb. 15, 2023
WealthPlan Investment Management 2022 Q3 filed Dec. 12, 2022
WealthPlan Investment Management 2022 Q1 filed Sept. 7, 2022

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