Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

WealthPlan Investment Management

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

Top 5 stock holdings are AAPL, IVV, BFLB, VTI, NVDA, and represent 18.90% of WealthPlan Investment Management's stock portfolio.
Added to shares of these 10 stocks: IVV (+$37M), PAAA (+$16M), EPS (+$15M), AGG (+$13M), NVDA (+$12M), JIRE (+$12M), AGGY (+$12M), JGLO (+$11M), JCPB (+$11M), JAVA (+$11M).
Started 100 new stock positions in SPSM, ACII, FTEC, JPSE, RGTI, PNC, QTUM, BSV, STXK, AMP.
Reduced shares in these 10 stocks: BIL (-$17M), MINT (-$9.4M), AstraZeneca (-$7.9M), FLBL (-$6.8M), MBSF (-$6.4M), VTI (-$6.4M), IGRO (-$6.2M), BUFR (-$6.0M), SGVT (-$6.0M), HEQT (-$5.9M).
Sold out of its positions in OUSA, OUSM, AstraZeneca, BP, COF, COIN, DIS, SDVY, BTC, XUSP. QVMT, PGX, TLH, ESGE, LIF, NXP, MINO, POET, OBIL, SMH, BND.
WealthPlan Investment Management was a net buyer of stock by $246M.
WealthPlan Investment Management has $1.8B in assets under management (AUM), dropping by 14.38%.
Central Index Key (CIK): 0001929986

Tip: Access up to 7 years of quarterly data

Positions held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for WealthPlan Investment Management

WealthPlan Investment Management holds 455 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	6.0	$107M	+10%	422k	253.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.6	$82M	+81%	125k	653.21	View chart
Ea Series Trust Bufferlabs Us Eq (BFLB)	2.9	$52M		1.0M	49.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.8	$50M	-11%	156k	320.82	View chart
NVIDIA Corporation (NVDA)	2.7	$48M	+33%	276k	174.40	View chart
Ishares Core Msci Emkt (IEMG)	2.1	$37M	+39%	532k	69.75	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	1.7	$31M	+96%	459k	68.11	View chart
Microsoft Corporation (MSFT)	1.7	$30M	+29%	81k	370.17	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.5	$28M	+76%	364k	75.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$27M	+41%	93k	287.56	View chart
Alphabet Cap Stk Cl C (GOOG)	1.4	$26M		90k	286.86	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.4	$25M		1.0M	24.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$25M		52k	479.20	View chart
Spdr Series Trust State Street Spd (SPAB)	1.4	$24M	+3%	948k	25.62	View chart
Meta Platforms Cl A (META)	1.3	$24M	+35%	42k	572.14	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	1.3	$23M	+82%	326k	71.75	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$23M	+121%	232k	99.27	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	1.2	$22M	+95%	338k	65.27	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	1.2	$22M	+111%	508k	43.45	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.2	$22M	+3%	103k	211.15	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.1	$21M	+59%	244k	84.52	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.1	$19M	+124%	407k	47.08	View chart
Wal-Mart Stores (WMT)	1.0	$18M		148k	124.01	View chart
Exxon Mobil Corporation (XOM)	1.0	$18M	+8%	105k	169.66	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$17M	+79%	191k	90.53	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$17M	-7%	212k	80.58	View chart
Amazon (AMZN)	0.9	$17M	+17%	81k	208.27	View chart
Chevron Corporation (CVX)	0.9	$16M	-9%	78k	206.90	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.9	$16M	NEW	314k	51.18	View chart
Casey's General Stores (CASY)	0.9	$16M	-20%	21k	727.86	View chart
Johnson & Johnson (JNJ)	0.8	$15M	+10%	60k	244.44	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.8	$15M	+178%	719k	20.35	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.8	$14M	+146%	287k	49.46	View chart
Costco Wholesale Corporation (COST)	0.8	$14M	-4%	14k	996.45	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.7	$13M	+88%	197k	66.77	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.7	$13M	-4%	202k	63.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.7	$13M	-32%	378k	33.77	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.7	$13M	+175%	110k	116.29	View chart
Ishares Tr Core Div Grwth (DGRO)	0.7	$13M	-29%	180k	70.26	View chart
Abbvie (ABBV)	0.7	$12M	-4%	55k	217.49	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.7	$12M	-33%	372k	31.50	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.6	$11M	-28%	201k	52.70	View chart
Spdr Series Trust State Street Spd (BIL)	0.6	$11M	-62%	115k	91.64	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.6	$10M	+305%	229k	45.54	View chart
Broadcom (AVGO)	0.6	$10M	+49%	34k	309.51	View chart
Valmont Industries (VMI)	0.5	$9.8M		25k	399.57	View chart
Eli Lilly & Co. (LLY)	0.5	$9.8M	+79%	11k	919.76	View chart
J P Morgan Exchange Traded F Flexible Debt Et (JFLX)	0.5	$9.8M	+107%	197k	49.67	View chart
Caterpillar (CAT)	0.5	$9.8M	+38%	14k	708.47	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.5	$9.4M	-28%	133k	70.36	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$9.3M		13.00	718140.00	View chart
Tesla Motors Put Option (TSLA)	0.5	$9.2M	+45%	25k	371.75	View chart
JPMorgan Chase & Co. (JPM)	0.5	$8.9M	-21%	30k	294.16	View chart
Mastercard Incorporated Cl A (MA)	0.5	$8.5M	+7%	17k	499.65	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$8.2M	+2609%	43k	191.92	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$8.1M	+2%	12k	650.34	View chart
Astrazeneca Ord (AZN)	0.4	$8.0M	NEW	40k	197.22	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.4	$7.8M	-44%	94k	83.77	View chart
Wisdomtree Tr Equity Premium (WTPI)	0.4	$7.8M	+177%	245k	31.91	View chart
Palantir Technologies Cl A (PLTR)	0.4	$7.4M	+35%	51k	146.28	View chart
Verizon Communications (VZ)	0.4	$7.4M	-9%	148k	50.20	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$7.3M	-43%	117k	62.56	View chart
Coca-Cola Company (KO)	0.4	$7.2M	+51%	94k	76.05	View chart
Visa Com Cl A (V)	0.4	$6.9M	+67%	23k	302.24	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.4	$6.7M	+5%	113k	59.78	View chart
Ea Series Trust Strive 1000 Valu (STXV)	0.4	$6.7M	NEW	190k	35.14	View chart
Ea Series Trust Strive 1000 Grwt (STXG)	0.4	$6.6M	NEW	141k	46.91	View chart
Home Depot (HD)	0.4	$6.5M	+47%	20k	328.89	View chart
Applied Materials (AMAT)	0.4	$6.5M	+349%	19k	341.79	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$6.3M		246k	25.64	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.3	$6.1M	+168%	245k	25.11	View chart
Wisdomtree Tr Private Credit (HYIN)	0.3	$6.1M	+208%	424k	14.42	View chart
Oracle Corporation (ORCL)	0.3	$6.0M	+45%	41k	147.11	View chart
Lockheed Martin Corporation (LMT)	0.3	$6.0M	-25%	9.9k	604.38	View chart
Nucor Corporation (NUE)	0.3	$5.9M	-18%	35k	169.10	View chart
UnitedHealth (UNH)	0.3	$5.9M	+53%	22k	270.59	View chart
Amgen (AMGN)	0.3	$5.8M	-28%	17k	351.85	View chart
Spdr Series Trust State Street Spd (SPYG)	0.3	$5.7M	-24%	59k	97.91	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$5.4M	-42%	56k	96.70	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$5.3M	+191%	96k	55.52	View chart
Pepsi (PEP)	0.3	$5.2M	-26%	33k	155.29	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$5.1M	+18%	168k	30.68	View chart
International Business Machines (IBM)	0.3	$5.0M	-20%	21k	242.39	View chart
McDonald's Corporation (MCD)	0.3	$4.9M	+38%	16k	310.80	View chart
Emerson Electric (EMR)	0.3	$4.9M	-31%	38k	131.02	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.3	$4.9M	-46%	185k	26.62	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$4.9M	-65%	49k	100.57	View chart
Netflix (NFLX)	0.3	$4.7M	+82%	49k	96.15	View chart
Msc Indl Direct Cl A (MSM)	0.3	$4.7M	-33%	51k	92.27	View chart
Ge Vernova (GEV)	0.3	$4.6M		5.3k	872.97	View chart
Procter & Gamble Company (PG)	0.3	$4.6M	+47%	32k	144.44	View chart
Intel Corporation (INTC)	0.2	$4.5M	+40%	101k	44.13	View chart
Ast Spacemobile Com Cl A (ASTS)	0.2	$4.3M		52k	82.87	View chart
Lincoln Electric Holdings (LECO)	0.2	$4.3M	-33%	17k	249.08	View chart
Merck & Co (MRK)	0.2	$4.2M	+52%	35k	120.29	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.2	$4.2M	-61%	182k	23.00	View chart
Micron Technology (MU)	0.2	$4.2M	+174%	12k	337.84	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.2	$4.1M	-46%	48k	84.71	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.2	$4.1M	-46%	96k	42.44	View chart
Texas Instruments Incorporated (TXN)	0.2	$4.0M	-23%	21k	194.14	View chart
Metropcs Communications (TMUS)	0.2	$3.9M	+46%	19k	210.03	View chart
Gra (GGG)	0.2	$3.9M	-33%	46k	84.65	View chart
Albemarle Corporation (ALB)	0.2	$3.8M	-36%	21k	179.53	View chart
Realty Income (O)	0.2	$3.7M	-34%	61k	61.18	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$3.7M	+14%	33k	113.11	View chart
Spdr Series Trust State Street Spd (SPYD)	0.2	$3.7M	-16%	81k	45.52	View chart
Tyson Foods Cl A (TSN)	0.2	$3.7M	-35%	57k	64.07	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$3.6M		26k	141.42	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.2	$3.6M	NEW	86k	41.97	View chart
Agf Invts Tr Us Market Netrl (BTAL)	0.2	$3.6M	+215%	256k	13.96	View chart
Abbott Laboratories (ABT)	0.2	$3.5M	+43%	34k	102.67	View chart
Cullen/Frost Bankers (CFR)	0.2	$3.5M	-36%	26k	137.08	View chart
Global X Fds Purecap Msci Com (GXPC)	0.2	$3.5M	NEW	127k	27.54	View chart
Thermo Fisher Scientific (TMO)	0.2	$3.5M	-22%	7.1k	491.54	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$3.4M	+30%	95k	36.16	View chart
Vaneck Etf Trust Technology Truse (TRUT)	0.2	$3.4M	NEW	141k	23.93	View chart
Arista Networks Com Shs (ANET)	0.2	$3.2M		26k	122.78	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	0.2	$3.2M	-66%	124k	25.51	View chart
Advanced Micro Devices (AMD)	0.2	$3.1M	+151%	16k	203.43	View chart
Ea Series Trust Strive Sml Cap (STXK)	0.2	$3.1M	NEW	93k	33.36	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$3.0M	+4%	26k	114.99	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$3.0M	+51%	6.9k	430.29	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.2	$3.0M	+40%	32k	93.66	View chart
Genuine Parts Company (GPC)	0.2	$3.0M	-35%	28k	105.75	View chart
Union Pacific Corporation (UNP)	0.2	$2.9M	+5%	12k	242.62	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.2	$2.9M	-65%	115k	25.48	View chart
Voyager Technologies Com Cl A (VOYG)	0.2	$2.9M	+8%	124k	23.39	View chart
At&t (T)	0.2	$2.9M	+55%	98k	28.99	View chart
Gilead Sciences (GILD)	0.2	$2.7M	+45%	20k	139.37	View chart
Charles Schwab Corporation (SCHW)	0.2	$2.7M	+51%	29k	93.98	View chart
Bank of America Corporation (BAC)	0.2	$2.7M	+40%	55k	48.75	View chart
Columbia Etf Tr I Select Technolo (SEMI)	0.1	$2.6M	-44%	92k	28.87	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$2.6M	+18%	143k	18.40	View chart
RPM International (RPM)	0.1	$2.6M	-39%	26k	99.40	View chart
PNC Financial Services (PNC)	0.1	$2.6M	NEW	12k	208.09	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.1	$2.5M	-66%	119k	21.34	View chart
Dover Corporation (DOV)	0.1	$2.5M	-40%	12k	208.45	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$2.5M		63k	39.68	View chart
Air Products & Chemicals (APD)	0.1	$2.5M	-37%	8.5k	290.50	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$2.5M		53k	46.13	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$2.4M	+35%	13k	189.59	View chart
Ge Aerospace Com New (GE)	0.1	$2.4M	+83%	8.6k	283.71	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.1	$2.4M	NEW	53k	46.31	View chart
Ea Series Trust Strive Total Ret (STXT)	0.1	$2.4M	NEW	119k	19.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$2.3M	+49%	4.0k	577.11	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$2.3M	+424%	38k	61.26	View chart
Intuitive Surgical Com New (ISRG)	0.1	$2.3M	+36%	4.9k	460.99	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$2.2M		41k	54.55	View chart
Lowe's Companies (LOW)	0.1	$2.2M	+10%	9.2k	236.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$2.1M	+59%	3.5k	597.55	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.1	$2.1M		39k	54.09	View chart
American Express Company (AXP)	0.1	$2.1M	+82%	6.9k	302.48	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$2.0M		26k	79.06	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$2.0M	-14%	52k	38.84	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$2.0M	+324%	36k	56.58	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$2.0M	+51%	44k	46.07	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$2.0M	+41%	15k	132.90	View chart
Cheniere Energy Com New (LNG)	0.1	$2.0M	-35%	7.0k	283.77	View chart
Dell Technologies CL C (DELL)	0.1	$2.0M	+13%	12k	164.12	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$1.9M	-8%	7.7k	250.59	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$1.9M	+10%	38k	49.69	View chart
Pfizer (PFE)	0.1	$1.9M		67k	28.08	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.8M	-6%	16k	116.10	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.8M	-5%	9.6k	191.81	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.8M	-8%	21k	86.69	View chart
Brown & Brown (BRO)	0.1	$1.8M	-41%	27k	65.21	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.8M	+85%	4.5k	390.41	View chart
Uber Technologies (UBER)	0.1	$1.8M	+2%	24k	71.93	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$1.7M	+12%	33k	52.76	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$1.7M	+6%	29k	59.03	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.1	$1.7M	-6%	24k	70.51	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$1.7M	-22%	19k	87.84	View chart
Perspective Therapeutics Com New (CATX)	0.1	$1.7M		404k	4.17	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.6M	+71%	7.7k	213.66	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.6M	NEW	3.8k	426.41	View chart
Constellation Brands Cl A (STZ)	0.1	$1.6M	-34%	11k	150.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$1.6M	-10%	41k	38.71	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$1.6M	-10%	40k	39.74	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.5M	+324%	20k	77.11	View chart
S&p Global (SPGI)	0.1	$1.5M	-39%	3.6k	425.32	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$1.5M	+2%	30k	50.83	View chart
Novartis Sponsored Adr (NVS)	0.1	$1.5M	-40%	9.6k	152.75	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.1	$1.4M	-7%	30k	48.00	View chart
Acushnet Holdings Corp (GOLF)	0.1	$1.4M		15k	93.48	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.4M	+6%	4.1k	337.96	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$1.3M	+102%	15k	89.33	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.3M	-32%	5.5k	243.08	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$1.3M	+29%	17k	76.54	View chart
Kla Corp Com New (KLAC)	0.1	$1.3M	+88%	897.00	1472.77	View chart
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)	0.1	$1.3M	-13%	37k	35.55	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$1.3M	-6%	23k	56.86	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$1.3M	+19%	28k	45.97	View chart
Innovator Etfs Trust Equity Autocalla (ACEI)	0.1	$1.3M	NEW	56k	23.14	View chart
Nike CL B (NKE)	0.1	$1.3M	-41%	24k	52.82	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.3M	+14%	33k	38.42	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.3M	+68%	3.5k	356.56	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.2M	-4%	3.8k	318.10	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$1.2M	NEW	11k	106.01	View chart
Innovator Etfs Trust Index Autocallab (ACII)	0.1	$1.2M	NEW	47k	25.08	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.1M	-16%	15k	74.35	View chart
Schwab Strategic Tr Government Money (SGVT)	0.1	$1.1M	-84%	11k	100.72	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$1.1M		23k	47.53	View chart
Ea Series Trust Strive Emerging (STXE)	0.1	$1.1M	NEW	28k	39.08	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.1M	+94%	2.5k	436.78	View chart
Flexshares Tr Us Quality Cap (QLC)	0.1	$1.1M	NEW	14k	78.16	View chart
Rigetti Computing Common Stock (RGTI)	0.1	$1.1M	NEW	78k	14.04	View chart
Flexshares Tr Mornstar Usmkt (TILT)	0.1	$1.1M	NEW	4.5k	241.37	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$1.1M	NEW	9.5k	114.91	View chart
Veralto Corp Com Shs (VLTO)	0.1	$1.1M	-23%	12k	88.42	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$1.1M		27k	39.80	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.1M	-8%	5.8k	181.42	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$1.1M	+4%	25k	43.11	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$1.0M	+83%	21k	49.99	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$1.0M	+41%	17k	59.22	View chart
Palo Alto Networks (PANW)	0.1	$1.0M	+78%	6.3k	160.32	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$1.0M	NEW	6.1k	165.70	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.1	$1.0M	NEW	16k	61.85	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.0M	-59%	4.0k	248.03	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$987k	+48%	3.3k	298.82	View chart
Flexshares Tr M Star Dev Mkt (TLTD)	0.1	$975k	NEW	10k	93.99	View chart
Philip Morris International (PM)	0.1	$966k	-17%	5.8k	165.33	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$963k	+61%	7.5k	128.11	View chart
Amphenol Corp Cl A (APH)	0.1	$961k	+62%	7.6k	126.35	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$955k	-12%	21k	46.19	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$945k	+15%	6.6k	142.43	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$912k	-13%	11k	86.41	View chart
John Hancock Exchange Traded International Hi (JHID)	0.1	$909k	-38%	22k	40.52	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$903k	NEW	6.0k	151.28	View chart
Wells Fargo & Company (WFC)	0.1	$901k		11k	79.61	View chart
A. O. Smith Corporation (AOS)	0.1	$898k	-36%	14k	65.94	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.0	$879k	+5%	20k	44.01	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$853k	+95%	9.2k	92.74	View chart
Markel Corporation (MKL)	0.0	$848k	-5%	443.00	1914.07	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$844k	+75%	4.3k	196.22	View chart
Northrop Grumman Corporation (NOC)	0.0	$809k	-45%	1.2k	682.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$804k	-19%	3.7k	215.07	View chart
Wp Carey (WPC)	0.0	$800k	+36%	12k	67.96	View chart
Ishares Tr Europe Etf (IEV)	0.0	$800k	-3%	12k	67.94	View chart
Hims & Hers Health Com Cl A (HIMS)	0.0	$798k	+157%	38k	20.76	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$797k	NEW	2.5k	313.81	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.0	$775k	NEW	13k	60.12	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.0	$772k	-19%	15k	52.15	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$770k	+150%	11k	67.53	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$753k		26k	29.08	View chart
Carvana Cl A (CVNA)	0.0	$749k	NEW	2.4k	314.38	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.0	$736k	+97%	15k	50.95	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$735k	NEW	12k	62.68	View chart
Proshares Tr Ultrapro Short (SQQQ)	0.0	$728k	+123%	9.1k	80.49	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$719k	NEW	6.4k	112.11	View chart
TJX Companies (TJX)	0.0	$714k	+117%	4.5k	159.72	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$710k	-17%	12k	58.18	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.0	$709k	-34%	57k	12.51	View chart
Amplify Etf Tr Blockchain Techn (BLOK)	0.0	$704k	NEW	14k	49.81	View chart
Zai Lab Adr (ZLAB)	0.0	$692k		37k	18.81	View chart
Duke Energy Corp Com New (DUK)	0.0	$685k	+5%	5.2k	130.94	View chart
Roper Industries (ROP)	0.0	$685k	-47%	1.9k	353.84	View chart
Buckle (BKE)	0.0	$678k		14k	50.36	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$671k	NEW	3.2k	208.05	View chart
American Electric Power Company (AEP)	0.0	$667k	+2%	5.1k	131.09	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.0	$665k	+82%	8.4k	79.09	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$660k	NEW	13k	49.50	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$655k	+133%	10k	64.08	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$654k	-8%	5.8k	113.60	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.0	$652k	NEW	6.0k	109.36	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$649k	+156%	12k	52.54	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.0	$648k		5.3k	121.93	View chart
Deere & Company (DE)	0.0	$647k		1.1k	563.22	View chart
Boeing Company (BA)	0.0	$647k		3.3k	199.03	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.0	$643k	NEW	14k	44.61	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.0	$638k		5.4k	117.18	View chart
Schwab Strategic Tr Ultra Short Incm (SCUS)	0.0	$637k	NEW	25k	25.20	View chart
Bristol Myers Squibb (BMY)	0.0	$637k	+3%	11k	60.65	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$629k	-12%	16k	40.10	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$619k	NEW	2.6k	237.64	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.0	$618k	+51%	8.5k	73.12	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.0	$615k		14k	44.62	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$615k	-40%	11k	56.68	View chart
Wisdomtree Tr Global Ex Us Qua (DNL)	0.0	$608k	-36%	15k	40.37	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$607k	NEW	2.8k	213.67	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$600k		24k	25.15	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$593k	NEW	5.7k	103.42	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.0	$580k	-3%	12k	50.33	View chart
Servicenow (NOW)	0.0	$575k	+21%	5.5k	104.55	View chart
Edwards Lifesciences (EW)	0.0	$569k		7.1k	80.08	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.0	$563k	+22%	3.4k	163.58	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$555k		17k	32.95	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.0	$554k	+5%	5.2k	107.39	View chart
Flexshares Tr Intl Qltdv Idx (IQDF)	0.0	$544k	+111%	17k	31.67	View chart
Spdr Series Trust State Street Spd (MDYV)	0.0	$543k	NEW	6.4k	85.15	View chart
Honeywell International (HON)	0.0	$541k		2.4k	226.00	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$529k	-31%	1.1k	463.19	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$518k	-14%	6.6k	78.66	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$512k	NEW	3.8k	135.72	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.0	$512k	-38%	8.6k	59.74	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$512k	+105%	8.9k	57.64	View chart
Pgim Rock Etf Tr S&p 500 Buffer (MRCP)	0.0	$506k	-12%	16k	31.69	View chart
Spdr Series Trust State Street Spd (SPHY)	0.0	$506k	-4%	22k	23.30	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.0	$504k		9.5k	53.33	View chart
Altria (MO)	0.0	$503k	+10%	7.6k	65.99	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$498k		19k	26.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.0	$498k		11k	47.37	View chart
Starbucks Corporation (SBUX)	0.0	$496k	+28%	5.5k	89.59	View chart
Constellation Energy (CEG)	0.0	$489k	+16%	1.8k	279.25	View chart
UMB Financial Corporation (UMBF)	0.0	$482k	-4%	4.3k	112.78	View chart
FedEx Corporation (FDX)	0.0	$478k	-5%	1.3k	356.09	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$475k	+15%	680.00	697.84	View chart
Synopsys (SNPS)	0.0	$474k	-45%	1.2k	396.48	View chart
Medtronic SHS (MDT)	0.0	$474k	NEW	5.5k	86.65	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.0	$473k		10k	46.91	View chart
Ares Capital Corporation (ARCC)	0.0	$469k	-37%	26k	18.02	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.0	$469k		10k	45.65	View chart
Flexshares Tr Mstar Emkt Fac (TLTE)	0.0	$463k	NEW	6.9k	67.21	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$460k	-5%	90k	5.10	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.0	$459k	NEW	9.4k	48.86	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$459k	NEW	3.1k	145.74	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$459k	NEW	3.7k	124.32	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.0	$458k	NEW	9.2k	49.75	View chart
Spdr Series Trust State Street Spd (MDYG)	0.0	$457k	NEW	4.8k	95.96	View chart
Automatic Data Processing (ADP)	0.0	$456k	-5%	2.2k	203.14	View chart
Xylem (XYL)	0.0	$456k	+9%	3.8k	119.50	View chart
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)	0.0	$454k	NEW	14k	31.64	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.0	$449k		13k	35.41	View chart
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)	0.0	$449k	-3%	9.1k	49.16	View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)	0.0	$437k	NEW	4.0k	109.47	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.0	$427k	+67%	11k	40.06	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$427k	+55%	2.9k	144.71	View chart
C H Robinson Worldwide In Com New (CHRW)	0.0	$421k		2.5k	166.10	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$416k	NEW	8.6k	48.32	View chart
Capital Sr Living Corp (SNDA)	0.0	$415k	NEW	13k	32.25	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$413k		4.7k	88.15	View chart
Spdr Series Trust State Street Spd (SLYV)	0.0	$403k	NEW	4.3k	94.58	View chart
Public Service Enterprise (PEG)	0.0	$403k	NEW	5.0k	80.95	View chart
Eaton Corp SHS (ETN)	0.0	$403k	-72%	1.1k	357.67	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.0	$402k	NEW	9.9k	40.71	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$400k		3.9k	103.13	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.0	$394k		12k	31.67	View chart
Ford Motor Company (F)	0.0	$390k		34k	11.54	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$388k	-17%	13k	29.13	View chart
Innovator Etfs Trust International Dv (IOCT)	0.0	$387k		11k	35.05	View chart
Travelers Companies (TRV)	0.0	$385k	-2%	1.3k	291.62	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.0	$385k		11k	33.75	View chart
Danaher Corporation (DHR)	0.0	$384k	+7%	2.0k	189.58	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.0	$383k		11k	36.28	View chart
Vaneck Etf Trust Commodity Stgy (PIT)	0.0	$383k	NEW	5.3k	72.37	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.0	$381k	NEW	8.5k	45.05	View chart
Iren Ordinary Shares (IREN)	0.0	$380k	NEW	11k	34.28	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$378k		1.3k	302.20	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$378k	-2%	9.5k	39.94	View chart
Qualcomm (QCOM)	0.0	$374k	NEW	2.9k	128.79	View chart
Spdr Series Trust State Street Spd (SLYG)	0.0	$372k	NEW	3.9k	96.62	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$369k		3.1k	118.51	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$368k	-3%	16k	22.68	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$364k	-2%	9.1k	40.10	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$363k		4.8k	75.10	View chart
Valero Energy Corporation (VLO)	0.0	$362k	NEW	1.5k	247.08	View chart
Ishares Tr Top 20 U S Stock (TOPT)	0.0	$361k	+28%	13k	28.62	View chart
Ameriprise Financial (AMP)	0.0	$357k	NEW	803.00	444.45	View chart
Waste Management (WM)	0.0	$352k	+21%	1.5k	229.76	View chart
General Motors Company (GM)	0.0	$351k	+12%	4.7k	74.50	View chart
Lululemon Athletica (LULU)	0.0	$349k	-43%	2.3k	153.10	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$348k	-7%	2.9k	118.62	View chart
Live Nation Entertainment (LYV)	0.0	$346k	+40%	2.3k	152.51	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$339k	NEW	549.00	617.08	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.0	$337k	-4%	8.1k	41.54	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	0.0	$337k	-18%	7.1k	47.72	View chart
Flexshares Tr Cre Slct Bd Fd (BNDC)	0.0	$336k	+21%	15k	22.24	View chart
Innodata Com New (INOD)	0.0	$334k	NEW	8.7k	38.62	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$332k		2.1k	161.73	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$330k	-13%	14k	23.22	View chart
Marathon Petroleum Corp (MPC)	0.0	$329k	+2%	1.3k	244.10	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.0	$328k	NEW	7.4k	44.11	View chart
American Centy Etf Tr International Lr (AVIV)	0.0	$327k	NEW	4.4k	74.83	View chart
Ciena Corp Com New (CIEN)	0.0	$325k	-21%	837.00	388.23	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$324k	NEW	4.3k	75.18	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$319k	NEW	5.8k	55.16	View chart
Dow (DOW)	0.0	$318k	NEW	7.6k	41.65	View chart
Hldgs (UAL)	0.0	$318k	NEW	3.4k	92.07	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$315k	-25%	13k	23.87	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$312k	NEW	4.3k	73.14	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$312k	NEW	4.6k	68.29	View chart
Innovator Etfs Trust Prem Inc 30 Barr (JULJ)	0.0	$311k	NEW	13k	24.77	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$311k		7.3k	42.72	View chart
Innovator Etfs Trust Prem Incm 30 Bar (APRJ)	0.0	$309k	NEW	13k	24.50	View chart
Innovator Etfs Trust Premium Inc 30 B (OCTJ)	0.0	$309k	NEW	13k	23.67	View chart
Innovator Etfs Trust Innov Prm Inc 30 (JANJ)	0.0	$308k	NEW	13k	24.24	View chart
Citigroup Com New (C)	0.0	$305k	-55%	2.7k	113.40	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$304k	NEW	6.6k	45.89	View chart
Spotify Technology S A SHS (SPOT)	0.0	$300k	+32%	618.00	484.91	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.0	$299k		10k	29.89	View chart
Fidelity Ethereum SHS (FETH)	0.0	$299k	NEW	14k	20.88	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$299k	-40%	4.4k	68.14	View chart
Cincinnati Financial Corporation (CINF)	0.0	$298k		1.9k	157.36	View chart
Commercial Metals Company (CMC)	0.0	$295k		4.8k	61.43	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.0	$293k		8.6k	33.93	View chart
Monster Beverage Corp (MNST)	0.0	$293k	+21%	4.0k	72.46	View chart
Spdr Series Trust State Street Spd (XAR)	0.0	$292k	NEW	1.2k	253.98	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$292k	NEW	5.8k	50.14	View chart
Axsome Therapeutics (AXSM)	0.0	$288k		1.7k	169.02	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$287k		1.9k	148.10	View chart
Comcast Corp Cl A (CMCSA)	0.0	$283k	+8%	9.9k	28.71	View chart
Cisco Systems (CSCO)	0.0	$280k	NEW	3.6k	77.59	View chart
Paccar (PCAR)	0.0	$279k	+4%	2.4k	115.49	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.0	$272k	NEW	2.5k	107.30	View chart
Oscar Health Cl A (OSCR)	0.0	$271k	-27%	24k	11.47	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$270k		1.9k	142.21	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.0	$268k	NEW	11k	24.24	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.0	$266k	-33%	6.4k	41.41	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.0	$261k	NEW	5.0k	52.43	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.0	$259k		5.8k	44.33	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$257k	-24%	2.7k	93.93	View chart
Goldman Sachs (GS)	0.0	$257k	-83%	304.00	844.88	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.0	$256k		4.8k	53.37	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$254k	NEW	3.2k	78.41	View chart
Us Bancorp Com New (USB)	0.0	$251k	+18%	4.8k	52.01	View chart
RBB Us Treas 3 Yr Nt (UTRE)	0.0	$250k		5.1k	49.48	View chart
Steel Dynamics (STLD)	0.0	$249k		1.4k	180.00	View chart
Lamb Weston Hldgs (LW)	0.0	$248k	+2%	5.9k	42.26	View chart
Allstate Corporation (ALL)	0.0	$248k	+6%	1.2k	207.34	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.0	$246k	+9%	4.2k	57.95	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.0	$244k		6.2k	39.42	View chart
Spdr Series Trust State Street Spd (JNK)	0.0	$242k	NEW	2.5k	95.72	View chart
Imax Corp Cad (IMAX)	0.0	$242k		6.4k	38.01	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$241k	NEW	838.00	287.24	View chart
Oklo Com Cl A (OKLO)	0.0	$236k	NEW	4.8k	49.59	View chart
Proshares Tr Ultsht Smlcp600 (SDD)	0.0	$236k		21k	11.53	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$230k	NEW	1.2k	198.29	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.0	$228k	NEW	3.3k	69.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.0	$225k	-8%	4.5k	49.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.0	$224k	-5%	5.1k	44.28	View chart
Ishares Tr Global Equity (GLOF)	0.0	$222k	NEW	4.3k	52.12	View chart
Lazard Active Etf Tr Emerging Markets (EMKT)	0.0	$220k	-7%	8.5k	25.81	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$220k		5.2k	41.83	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$218k		5.1k	42.50	View chart
Rbc Cad (RY)	0.0	$218k	+8%	1.3k	161.78	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$218k		4.7k	46.74	View chart
NVR (NVR)	0.0	$218k	+17%	33.00	6589.82	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.0	$217k	NEW	9.3k	23.26	View chart
Coreweave Com Cl A (CRWV)	0.0	$215k	NEW	2.8k	77.47	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.0	$213k		12k	18.08	View chart
Fundvantage Tr Polen Flt Rate (PCFI)	0.0	$211k	NEW	9.3k	22.71	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$211k	NEW	1.8k	118.45	View chart
Green Plains Renewable Energy (GPRE)	0.0	$209k	+8%	13k	16.45	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$207k	NEW	3.6k	57.20	View chart
Kkr & Co (KKR)	0.0	$205k	NEW	2.2k	92.50	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$205k	NEW	2.0k	99.99	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$200k	NEW	3.5k	56.79	View chart
Valley National Ban (VLY)	0.0	$195k		16k	12.28	View chart
Quantum Computing (QUBT)	0.0	$187k	NEW	27k	6.85	View chart
ConAgra Foods (CAG)	0.0	$177k	+3%	11k	15.72	View chart
Delcath Sys Com New (DCTH)	0.0	$162k		17k	9.28	View chart
Msc Income Fund (MSIF)	0.0	$142k	-3%	12k	12.18	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$117k	+10%	12k	10.03	View chart
Immunitybio (IBRX)	0.0	$112k	+7%	15k	7.67	View chart
Terrestrial Energy Com Shs (IMSR)	0.0	$61k	NEW	10k	6.00	View chart
Richtech Robotics CL B (RR)	0.0	$44k	-84%	21k	2.09	View chart

Past Filings by WealthPlan Investment Management

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

WealthPlan Investment Management 2026 Q1 filed April 29, 2026
WealthPlan Investment Management 2025 Q4 filed Feb. 5, 2026
WealthPlan Investment Management 2025 Q3 filed Oct. 27, 2025
WealthPlan Investment Management 2025 Q2 filed July 28, 2025
WealthPlan Investment Management 2025 Q1 filed May 12, 2025
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z