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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 IVV, AAPL, VTI, NVDA, BFLB, and represent 18.88% of WealthPlan Investment Management's stock portfolio.
Added to shares of these 10 stocks: MINT (+$21M), IVV (+$18M), JCPB (+$8.2M), AGG (+$7.4M), SCHD (+$6.7M), DGRO (+$6.5M), JIRE (+$5.9M), EPS, JAVA, BIV.
Started 43 new stock positions in CL, SPCX, GLW, MRVL, MAS, DAL, DIS, SNA, FLO, ETR.
Reduced shares in these 10 stocks: AAPL (-$14M), JGLO (-$6.8M), BFLB (-$5.5M), BIL, GOOG, BRK.A, VOYG, MU, NVDA, CASY.
Sold out of its positions in GOLF, EYLD, SNDA, DIAL, FETH, DDEC, BNDC, PCFI, Honeywell International, PDEC.
WealthPlan Investment Management was a net buyer of stock by $29M.
WealthPlan Investment Management has $2.0B in assets under management (AUM), dropping by 12.20%.
Central Index Key (CIK): 0001929986

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Portfolio Holdings for WealthPlan Investment Management

WealthPlan Investment Management holds 473 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.6	$112M	+19%	149k	748.89	View chart
Apple (AAPL)	5.4	$108M	-11%	374k	289.36	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.8	$56M	-2%	152k	370.04	View chart
NVIDIA Corporation (NVDA)	2.6	$53M	-4%	263k	200.09	View chart
Ea Series Trust Buff Us Buff Etf (BFLB)	2.6	$51M	-9%	945k	54.45	View chart
Ishares Core Msci Emkt (IEMG)	2.4	$48M	+8%	576k	82.84	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	2.0	$40M	+12%	516k	77.79	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.8	$36M	+19%	437k	82.49	View chart
Microsoft Corporation (MSFT)	1.7	$34M	+11%	91k	373.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$32M	-4%	89k	357.37	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.5	$30M	+32%	306k	98.98	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	1.5	$30M	+16%	381k	79.41	View chart
Alphabet Cap Stk Cl C (GOOG)	1.4	$28M	-10%	81k	353.33	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.4	$28M		1.0M	27.70	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.4	$27M	+42%	582k	46.94	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.3	$26M	+435%	261k	100.81	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.3	$26M	+9%	266k	98.59	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	1.3	$25M	+4%	990k	25.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$24M	-6%	49k	500.39	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.2	$24M		105k	227.06	View chart
Meta Platforms Cl A (META)	1.1	$23M	-2%	41k	563.29	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$22M	+18%	228k	96.58	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	1.1	$21M	-3%	488k	43.48	View chart
Amazon (AMZN)	1.0	$21M	+6%	86k	238.34	View chart
Ishares Tr Core Div Grwth (DGRO)	1.0	$20M	+47%	266k	75.93	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$20M	-3%	205k	96.49	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.9	$18M	+11%	349k	51.27	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.9	$18M	+13%	224k	78.03	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.9	$17M	-28%	242k	71.22	View chart
Wal-Mart Stores (WMT)	0.8	$16M	-7%	137k	113.33	View chart
Applied Materials (AMAT)	0.7	$14M	+4%	20k	723.00	View chart
Casey's General Stores (CASY)	0.7	$14M	-15%	18k	794.77	View chart
Valmont Industries (VMI)	0.7	$14M		25k	577.61	View chart
Intel Corporation (INTC)	0.7	$14M		102k	139.63	View chart
Johnson & Johnson (JNJ)	0.7	$14M	-7%	55k	253.97	View chart
Exxon Mobil Corporation (XOM)	0.7	$14M	-2%	102k	136.72	View chart
Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH)	0.7	$14M	-5%	677k	20.17	View chart
Broadcom (AVGO)	0.7	$14M	+6%	36k	377.75	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.7	$13M	-4%	273k	49.07	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.7	$13M	-3%	196k	67.58	View chart
J P Morgan Exchange Traded F Flexi Debt Etf (JFLX)	0.7	$13M	+31%	260k	50.40	View chart
Caterpillar (CAT)	0.6	$13M	-11%	12k	1064.96	View chart
Eli Lilly & Co. (LLY)	0.6	$13M		11k	1199.40	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$12M	+126%	380k	31.71	View chart
Abbvie (ABBV)	0.6	$12M	-13%	48k	251.64	View chart
Chevron Corporation (CVX)	0.6	$12M	-7%	72k	165.76	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.6	$12M	-8%	100k	117.09	View chart
Micron Technology (MU)	0.6	$12M	-19%	10k	1154.29	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.6	$11M	+8%	248k	45.81	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.6	$11M	-17%	311k	36.53	View chart
Costco Wholesale Corporation (COST)	0.6	$11M	-12%	12k	935.47	View chart
Advanced Micro Devices (AMD)	0.5	$11M	+21%	19k	580.91	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.5	$10M	-19%	300k	33.54	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.5	$9.7M	-8%	183k	52.95	View chart
JPMorgan Chase & Co. (JPM)	0.5	$9.6M	-2%	29k	327.32	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$8.7M	-5%	12k	746.77	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$8.4M	-7%	40k	212.77	View chart
International Business Machines (IBM)	0.4	$8.3M	+41%	29k	281.21	View chart
Tesla Motors Put Option (TSLA)	0.4	$8.1M	-22%	19k	420.60	View chart
Astrazeneca Ord (AZN)	0.4	$8.1M	+5%	43k	189.61	View chart
Mastercard Incorporated Cl A (MA)	0.4	$8.0M	-8%	16k	513.60	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.4	$8.0M	-18%	108k	73.80	View chart
Wisdomtree Tr Equity Premium (WTPI)	0.4	$7.9M		242k	32.79	View chart
Ea Series Trust Strive 1000 Grwt (STXG)	0.4	$7.9M		144k	55.26	View chart
UnitedHealth (UNH)	0.4	$7.8M	-14%	19k	415.62	View chart
Visa Com Cl A (V)	0.4	$7.7M		23k	343.09	View chart
Ea Series Trust Stri 1000 Va Etf (STXV)	0.4	$7.3M		192k	37.91	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$7.2M		245k	29.43	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$6.9M	+2%	115k	59.73	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.3	$6.8M	-17%	77k	87.93	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$6.7M	-30%	9.00	748850.00	View chart
Oracle Corporation (ORCL)	0.3	$6.7M	+12%	46k	146.55	View chart
Nucor Corporation (NUE)	0.3	$6.7M	-14%	30k	222.75	View chart
Coca-Cola Company (KO)	0.3	$6.6M	-13%	82k	81.27	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$6.5M	-37%	71k	91.64	View chart
Ge Vernova (GEV)	0.3	$6.5M	+5%	5.5k	1174.78	View chart
Palantir Technologies Cl A (PLTR)	0.3	$6.1M	+3%	52k	116.67	View chart
Home Depot (HD)	0.3	$6.0M	-14%	17k	352.68	View chart
Wisdomtree Tr Private Credit (HYIN)	0.3	$5.9M	-2%	412k	14.30	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.3	$5.9M	-16%	49k	118.99	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.3	$5.8M	-6%	228k	25.56	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$5.8M		95k	61.46	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$5.8M	-20%	93k	62.20	View chart
Texas Instruments Incorporated (TXN)	0.3	$5.3M	-13%	18k	298.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$5.2M	+113%	7.5k	686.81	View chart
Verizon Communications (VZ)	0.3	$5.2M	-17%	122k	42.34	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.2	$5.0M	-22%	143k	34.66	View chart
Dell Technologies CL C (DELL)	0.2	$5.0M	-3%	12k	431.46	View chart
Amgen (AMGN)	0.2	$4.8M	-19%	13k	362.11	View chart
Msc Indl Direct Cl A (MSM)	0.2	$4.8M	-20%	41k	118.95	View chart
Arista Networks Com Shs (ANET)	0.2	$4.7M	+4%	28k	169.88	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$4.5M	-22%	43k	103.96	View chart
Ast Spacemobile Com Cl A (ASTS)	0.2	$4.4M	-5%	49k	88.86	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$4.3M	+23%	118k	36.52	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$4.3M	-4%	31k	137.54	View chart
Merck & Co (MRK)	0.2	$4.3M	-5%	33k	128.50	View chart
Lockheed Martin Corporation (LMT)	0.2	$4.2M	-15%	8.3k	509.47	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$4.2M		26k	163.67	View chart
Emerson Electric (EMR)	0.2	$4.2M	-22%	29k	143.15	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$4.2M	NEW	54k	76.70	View chart
Ea Series Trust Strive 500 Etf (STXF)	0.2	$4.1M		86k	48.30	View chart
Procter & Gamble Company (PG)	0.2	$4.1M	-11%	28k	146.59	View chart
Vaneck Etf Trust Techn Truse Etf (TRUT)	0.2	$4.1M	-7%	130k	31.39	View chart
Netflix (NFLX)	0.2	$4.0M	+14%	56k	71.40	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$4.0M	+15%	5.2k	763.14	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.2	$4.0M	-20%	38k	103.96	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.2	$3.8M		80k	47.71	View chart
McDonald's Corporation (MCD)	0.2	$3.8M	-11%	14k	270.31	View chart
Lam Research Corp Com New (LRCX)	0.2	$3.8M	+13%	8.7k	433.31	View chart
Global X Fds Pure Msc Svc Etf (GXPC)	0.2	$3.8M		127k	29.79	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$3.7M	+320%	16k	236.62	View chart
Ea Series Trust Strive Sml Cap (STXK)	0.2	$3.6M		94k	38.81	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.2	$3.6M	-2%	31k	114.88	View chart
Lincoln Electric Holdings (LECO)	0.2	$3.5M	-23%	13k	265.51	View chart
Ge Aerospace Com New (GE)	0.2	$3.5M	+7%	9.2k	373.73	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.2	$3.4M	-18%	149k	22.92	View chart
Cullen/Frost Bankers (CFR)	0.2	$3.3M	-15%	22k	154.52	View chart
Union Pacific Corporation (UNP)	0.2	$3.3M		12k	272.00	View chart
Pepsi (PEP)	0.2	$3.2M	-28%	24k	135.40	View chart
Palo Alto Networks (PANW)	0.2	$3.2M	+46%	9.3k	341.02	View chart
Marvell Technology (MRVL)	0.2	$3.1M	NEW	11k	297.88	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.2	$3.1M	-21%	75k	41.63	View chart
Realty Income (O)	0.2	$3.1M	-17%	51k	61.96	View chart
Qualcomm (QCOM)	0.2	$3.1M	+481%	17k	184.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$3.1M	+4%	4.2k	736.40	View chart
PNC Financial Services (PNC)	0.2	$3.0M		12k	246.22	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.1	$2.9M	+651%	74k	39.67	View chart
Cisco Systems (CSCO)	0.1	$2.9M	+587%	25k	117.46	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$2.9M		13k	221.20	View chart
Agf Invts Tr Us Market Netrl (BTAL)	0.1	$2.9M		258k	11.15	View chart
Columbia Etf Tr I Select Technolo (SEMI)	0.1	$2.9M	-22%	71k	40.58	View chart
Kla Corp Com New (KLAC)	0.1	$2.9M	+958%	9.5k	301.72	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$2.9M		15k	190.52	View chart
Genuine Parts Company (GPC)	0.1	$2.8M	-14%	24k	117.98	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$2.8M	NEW	16k	170.86	View chart
Metropcs Communications (TMUS)	0.1	$2.7M	-12%	16k	167.73	View chart
Gra (GGG)	0.1	$2.7M	-20%	36k	75.61	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$2.6M		63k	41.82	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$2.6M		7.8k	334.83	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$2.6M	+28%	56k	46.05	View chart
Spdr Gold Tr Gold Shs Put Option (GLD)	0.1	$2.6M		6.9k	368.38	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	0.1	$2.5M	-20%	98k	25.68	View chart
Pacer Fds Tr Arist High Etf (FLRT)	0.1	$2.5M		53k	46.63	View chart
RPM International (RPM)	0.1	$2.4M	-16%	22k	111.15	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.4M	-31%	4.9k	501.32	View chart
Tyson Foods Cl A (TSN)	0.1	$2.4M	-26%	42k	57.25	View chart
Charles Schwab Corporation (SCHW)	0.1	$2.4M	-10%	26k	92.27	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.1	$2.4M		26k	90.79	View chart
Gilead Sciences (GILD)	0.1	$2.4M	-4%	19k	126.33	View chart
Bank of America Corporation (BAC)	0.1	$2.3M	-26%	41k	56.98	View chart
Halliburton Company (HAL)	0.1	$2.3M	NEW	68k	33.95	View chart
Albemarle Corporation (ALB)	0.1	$2.3M	-18%	17k	135.03	View chart
Ea Series Trust Stri Tota Bd Etf (STXT)	0.1	$2.3M		118k	19.63	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$2.3M	-13%	46k	49.49	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$2.3M	-9%	37k	61.23	View chart
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)	0.1	$2.3M	-22%	88k	25.61	View chart
Dover Corporation (DOV)	0.1	$2.2M	-18%	9.8k	224.29	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$2.2M	+2%	6.1k	354.57	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.1	$2.1M	-16%	99k	21.63	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$2.1M	+4%	40k	53.79	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$2.1M	-32%	18k	117.67	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$2.1M	-5%	49k	41.68	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.1	$2.0M	-2%	38k	54.11	View chart
Air Products & Chemicals (APD)	0.1	$2.0M	-18%	6.9k	293.17	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$2.0M	+39%	21k	96.32	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$2.0M	+3%	4.2k	477.59	View chart
Intuitive Surgical Com New (ISRG)	0.1	$2.0M		4.9k	397.69	View chart
At&t (T)	0.1	$1.9M	-6%	92k	20.70	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.1	$1.9M	+17%	19k	98.68	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$1.9M	-5%	36k	53.11	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.8M	-12%	8.4k	219.43	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.8M	+290%	15k	124.17	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$1.8M	-3%	19k	95.62	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$1.7M	-19%	29k	60.79	View chart
Uber Technologies (UBER)	0.1	$1.7M	-2%	24k	72.16	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.7M	-8%	15k	118.82	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$1.6M	-38%	87k	18.69	View chart
Rigetti Computing Common Stock (RGTI)	0.1	$1.6M	+7%	84k	19.32	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$1.6M	+5%	18k	87.88	View chart
Cheniere Energy Com New (LNG)	0.1	$1.6M	-4%	6.7k	239.00	View chart
Pfizer (PFE)	0.1	$1.6M		67k	24.08	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$1.6M	+6%	35k	45.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$1.6M	-6%	38k	41.42	View chart
Ea Series Trust Strive Emerging (STXE)	0.1	$1.6M	+4%	30k	52.55	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$1.6M	-6%	37k	42.25	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$1.5M	+293%	17k	90.10	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$1.5M	+40%	8.6k	176.65	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.1	$1.5M	-3%	29k	53.20	View chart
Novartis Sponsored Adr (NVS)	0.1	$1.5M		9.6k	156.72	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$1.5M		29k	51.05	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.5M	+360%	20k	74.90	View chart
Brown & Brown (BRO)	0.1	$1.5M	-15%	23k	64.15	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.4M	-14%	17k	85.49	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.1	$1.4M	-4%	28k	50.66	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$1.4M	+3%	29k	48.81	View chart
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)	0.1	$1.4M	-2%	36k	39.26	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.4M	-4%	3.4k	409.50	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.1	$1.4M	+85%	27k	51.44	View chart
Perspective Therapeutics Com New (CATX)	0.1	$1.4M		404k	3.41	View chart
Innovator Etfs Trust Inde Aut Inc Etf (ACII)	0.1	$1.4M	+13%	54k	25.45	View chart
Hims & Hers Health Com Cl A (HIMS)	0.1	$1.3M		39k	34.67	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.3M	-8%	5.3k	252.24	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$1.3M	+25%	15k	89.85	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.3M	-6%	3.6k	365.91	View chart
Innovator Etfs Trust Equi Auto In Etf (ACEI)	0.1	$1.3M		56k	23.15	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.3M	+492%	15k	86.14	View chart
Flexshares Tr Us Quality Cap (QLC)	0.1	$1.3M		14k	89.87	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$1.3M	-2%	22k	57.64	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$1.3M		23k	54.03	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$1.3M	+95%	22k	56.16	View chart
Flexshares Tr Mornstar Usmkt (TILT)	0.1	$1.2M		4.5k	276.07	View chart
Lowe's Companies (LOW)	0.1	$1.2M	-39%	5.6k	220.48	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.2M	+5%	5.8k	205.02	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.2M	-2%	4.0k	300.42	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$1.2M	+3%	28k	42.20	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$1.2M	+3%	25k	46.41	View chart
S&p Global (SPGI)	0.1	$1.2M	-18%	2.9k	407.22	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$1.2M	+27%	4.1k	285.58	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.2M	+2%	3.4k	343.89	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$1.2M		17k	67.56	View chart
Voyager Technologies Com Cl A (VOYG)	0.1	$1.2M	-71%	36k	32.25	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$1.1M	+5%	22k	50.66	View chart
Constellation Brands Cl A (STZ)	0.1	$1.1M	-25%	8.1k	139.10	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.1M		6.6k	164.27	View chart
Amplify Etf Tr Block Techn Etf (BLOK)	0.1	$1.1M	+22%	17k	62.63	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$1.1M	+33%	7.9k	134.56	View chart
Philip Morris International (PM)	0.1	$1.1M		5.9k	180.91	View chart
Proshares Tr Pshs Ultsh 20yrs (TBT)	0.1	$1.0M	NEW	30k	34.94	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.0M	-7%	7.0k	146.42	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$1.0M		2.5k	393.96	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$998k	-14%	13k	76.55	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$985k	+41%	17k	56.52	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.0	$982k		11k	91.57	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.0	$972k	-19%	7.6k	127.76	View chart
Flexshares Tr Intl Qltdv Idx (IQDF)	0.0	$971k	+63%	28k	34.56	View chart
Flexshares Tr M Star Dev Mkt (TLTD)	0.0	$964k	-5%	9.8k	98.08	View chart
Wells Fargo & Company (WFC)	0.0	$953k		12k	82.64	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$952k		26k	36.13	View chart
John Hancock Exchange Traded Intl High Etf (JHID)	0.0	$925k		22k	41.84	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$923k		4.2k	217.93	View chart
Schwab Strategic Tr Govt Mone Ma Etf (SGVT)	0.0	$894k	-20%	8.9k	100.74	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.0	$886k	+17%	9.9k	89.92	View chart
Markel Corporation (MKL)	0.0	$883k	+2%	452.00	1953.01	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$882k		9.1k	96.46	View chart
Nike CL B (NKE)	0.0	$873k	-11%	21k	41.05	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$864k	NEW	6.9k	124.76	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.0	$855k	-3%	13k	68.54	View chart
Wp Carey (WPC)	0.0	$851k		12k	71.50	View chart
Ishares Tr Europe Etf (IEV)	0.0	$848k		12k	72.85	View chart
Servicenow (NOW)	0.0	$848k	+55%	8.5k	99.28	View chart
Carvana Cl A (CVNA)	0.0	$835k	+432%	13k	65.82	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$823k	+24%	17k	49.55	View chart
Oscar Health Cl A (OSCR)	0.0	$819k	+21%	29k	28.52	View chart
Veralto Corp Com Shs (VLTO)	0.0	$809k	-25%	9.1k	88.68	View chart
Schwab Strategic Tr Ultra Short Incm (SCUS)	0.0	$806k	+26%	32k	25.18	View chart
Wisdomtree Tr Us Effic Core Fd (NTSX)	0.0	$791k	-9%	13k	59.05	View chart
Deere & Company (DE)	0.0	$781k	+7%	1.2k	634.57	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$773k	-2%	2.6k	303.01	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$770k	+5%	11k	71.25	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$765k		5.8k	132.76	View chart
Boeing Company (BA)	0.0	$738k	+4%	3.4k	216.47	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$733k	-33%	22k	33.29	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.0	$732k	+32%	13k	58.64	View chart
Proshares Tr Ultrapro Short (SQQQ)	0.0	$728k	+121%	20k	36.31	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.0	$726k	-22%	16k	46.60	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.0	$723k	-2%	5.2k	139.88	View chart
TJX Companies (TJX)	0.0	$723k	+6%	4.8k	151.52	View chart
Edwards Lifesciences (EW)	0.0	$719k	+11%	8.0k	90.46	View chart
Duke Energy Corp Com New (DUK)	0.0	$706k	+6%	5.6k	126.58	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$706k	+2%	2.9k	242.43	View chart
American Electric Power Company (AEP)	0.0	$700k		5.1k	136.82	View chart
Zai Lab Adr (ZLAB)	0.0	$699k		37k	19.00	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.0	$672k	+24%	18k	37.58	View chart
Wisdomtree Tr Glob Ex Us Qu Fd (DNL)	0.0	$671k	-3%	15k	46.18	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$662k		24k	27.62	View chart
Abbott Laboratories (ABT)	0.0	$660k	-78%	7.3k	90.74	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.0	$657k		8.4k	78.08	View chart
Innodata Com New (INOD)	0.0	$646k		8.6k	75.58	View chart
Northrop Grumman Corporation (NOC)	0.0	$638k	+5%	1.3k	509.39	View chart
Starbucks Corporation (SBUX)	0.0	$634k	+12%	6.2k	102.19	View chart
Bristol Myers Squibb (BMY)	0.0	$619k	+2%	11k	57.61	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$617k	+495%	23k	27.41	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$616k		17k	36.26	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$615k	-8%	6.0k	102.30	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$612k	+4%	6.0k	102.16	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$609k	-30%	7.9k	77.11	View chart
Altria (MO)	0.0	$598k	+9%	8.3k	71.95	View chart
UMB Financial Corporation (UMBF)	0.0	$593k	-2%	4.2k	142.75	View chart
A. O. Smith Corporation (AOS)	0.0	$592k	-30%	9.4k	62.72	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$591k	+14%	12k	50.39	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$590k	-3%	11k	56.48	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$588k		1.1k	522.39	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.0	$587k		5.2k	113.82	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.0	$584k	+35%	15k	40.26	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.0	$578k	-12%	3.0k	191.75	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$573k	-30%	8.4k	68.01	View chart
American Express Company (AXP)	0.0	$572k	-75%	1.7k	338.25	View chart
United Sts Oil Units Put Option (USO)	0.0	$570k	NEW	5.4k	106.44	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.0	$569k		11k	50.30	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$563k	+592%	4.7k	119.52	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.0	$552k		9.4k	58.87	View chart
Pgim Rock Etf Tr S&p 500 Buffer (MRCP)	0.0	$550k		16k	34.39	View chart
Hldgs (UAL)	0.0	$546k	+16%	4.0k	135.99	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$539k	-30%	11k	49.18	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.0	$539k	+3%	10k	51.78	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.0	$527k		14k	38.23	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$527k		2.9k	178.60	View chart
Automatic Data Processing (ADP)	0.0	$522k	+3%	2.3k	223.95	View chart
Live Nation Entertainment (LYV)	0.0	$522k	+25%	2.9k	183.11	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$522k	-45%	11k	46.15	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$521k		3.2k	164.60	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.0	$515k	-5%	8.1k	63.37	View chart
Flexshares Tr Mstar Emkt Fac (TLTE)	0.0	$513k	-3%	6.6k	77.39	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.0	$510k		22k	23.45	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$508k		3.1k	163.58	View chart
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)	0.0	$502k		15k	34.34	View chart
Ford Motor Company (F)	0.0	$501k	+6%	36k	13.90	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.0	$499k	-6%	4.5k	112.09	View chart
Monster Beverage Corp (MNST)	0.0	$495k	+27%	5.2k	96.12	View chart
Iren Ordinary Shares (IREN)	0.0	$493k	-2%	11k	45.73	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.0	$491k	+42%	11k	46.18	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.0	$490k		13k	38.58	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$484k	-2%	18k	26.50	View chart
C H Robinson Worldwide In Com New (CHRW)	0.0	$483k		2.6k	188.34	View chart
American Centy Etf Tr International Lr (AVIV)	0.0	$480k	+41%	6.2k	77.42	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$478k	-53%	3.0k	161.54	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.0	$470k	-22%	5.0k	94.85	View chart
Ares Capital Corporation (ARCC)	0.0	$469k	-2%	25k	18.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.0	$467k	-11%	9.3k	50.49	View chart
Xylem (XYL)	0.0	$466k	+3%	3.9k	118.21	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.0	$463k		4.2k	109.11	View chart
Ishares Tr High Yld Corp Bd (HYGW)	0.0	$463k	NEW	16k	29.10	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.0	$459k		3.9k	119.13	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$457k		1.3k	365.66	View chart
Eaton Corp SHS (ETN)	0.0	$449k	-6%	1.1k	426.12	View chart
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)	0.0	$446k		9.2k	48.68	View chart
Synopsys (SNPS)	0.0	$446k	-16%	999.00	446.07	View chart
Medtronic SHS (MDT)	0.0	$445k	+3%	5.7k	78.23	View chart
Public Service Enterprise (PEG)	0.0	$444k	+9%	5.5k	81.16	View chart
Travelers Companies (TRV)	0.0	$442k		1.3k	330.12	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$437k	-20%	2.9k	148.29	View chart
Constellation Energy (CEG)	0.0	$433k		1.7k	248.37	View chart
FedEx Corporation (FDX)	0.0	$426k		1.4k	313.22	View chart
Ishares Tr Top 20 U S Etf (TOPT)	0.0	$425k	+2%	13k	32.92	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$425k		3.9k	109.52	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.0	$423k	+3%	12k	35.97	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.0	$422k	+2%	13k	33.21	View chart
Citigroup Com New (C)	0.0	$422k	+12%	3.0k	139.98	View chart
Innovator Etfs Trust International Dv (IOCT)	0.0	$422k	+3%	11k	36.99	View chart
Roper Industries (ROP)	0.0	$420k	-35%	1.2k	338.30	View chart
Axsome Therapeutics (AXSM)	0.0	$418k		1.7k	244.77	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.0	$417k	NEW	8.4k	49.81	View chart
Buckle (BKE)	0.0	$417k	-26%	9.9k	42.20	View chart
Echostar Corp Cl A	0.0	$415k	NEW	4.1k	101.50	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.0	$414k	+2%	11k	38.08	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.0	$410k	-2%	2.5k	165.38	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.0	$405k	-44%	3.0k	134.72	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$402k		4.8k	83.75	View chart
Valero Energy Corporation (VLO)	0.0	$398k	+4%	1.5k	260.42	View chart
Ciena Corp Com New (CIEN)	0.0	$389k	-5%	793.00	490.56	View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)	0.0	$389k		4.0k	97.95	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$384k	-22%	6.7k	57.67	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$380k		2.1k	185.23	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$379k		1.9k	199.76	View chart
Ameriprise Financial (AMP)	0.0	$378k	+2%	824.00	458.86	View chart
Cincinnati Financial Corporation (CINF)	0.0	$376k	+7%	2.0k	185.14	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$373k		17k	22.64	View chart
General Motors Company (GM)	0.0	$373k	+2%	4.8k	77.08	View chart
Marathon Petroleum Corp (MPC)	0.0	$370k	+7%	1.4k	255.61	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$370k		4.6k	81.05	View chart
Waste Management (WM)	0.0	$369k	+7%	1.7k	222.85	View chart
Danaher Corporation (DHR)	0.0	$362k	-6%	1.9k	190.44	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$362k	NEW	375.00	965.00	View chart
Goldman Sachs (GS)	0.0	$360k	+17%	356.00	1011.44	View chart
Flex Ord (FLEX)	0.0	$356k	NEW	2.2k	162.07	View chart
Kkr & Co (KKR)	0.0	$349k	+71%	3.8k	91.78	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$336k	+11%	6.5k	51.51	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$332k		7.3k	45.64	View chart
Steel Dynamics (STLD)	0.0	$329k	+3%	1.4k	229.46	View chart
Spotify Technology S A SHS (SPOT)	0.0	$327k	+15%	713.00	459.13	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$327k	+15%	6.6k	49.28	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$326k	-15%	463.00	703.86	View chart
Allstate Corporation (ALL)	0.0	$324k	+13%	1.4k	237.93	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$323k		13k	24.51	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.0	$322k		1.1k	283.79	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.0	$322k	+3%	10k	31.24	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.0	$322k	+3%	8.9k	36.00	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	0.0	$321k	-3%	6.8k	47.27	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$318k	NEW	4.3k	73.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$316k	-19%	7.7k	41.30	View chart
ConAgra Foods (CAG)	0.0	$310k	+104%	23k	13.46	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$308k		1.9k	158.01	View chart
Us Bancorp Com New (USB)	0.0	$303k	+3%	5.0k	60.40	View chart
Commercial Metals Company (CMC)	0.0	$301k		4.8k	62.75	View chart
Corning Incorporated (GLW)	0.0	$300k	NEW	1.2k	255.43	View chart
Rbc Cad (RY)	0.0	$299k	+7%	1.4k	206.97	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$299k	-10%	2.6k	114.18	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$297k		4.7k	63.85	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$296k		2.1k	144.45	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$290k	-18%	3.8k	75.50	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.0	$289k	-3%	4.8k	60.16	View chart
J P Morgan Exchange Traded F Sust Muni In Etf (JMSI)	0.0	$289k	-37%	5.7k	50.44	View chart
Amphenol Corp Cl A (APH)	0.0	$288k	-78%	1.6k	176.32	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$287k	-44%	5.0k	57.84	View chart
Paccar (PCAR)	0.0	$280k	-3%	2.3k	120.13	View chart
United Rentals (URI)	0.0	$278k	NEW	246.00	1131.69	View chart
Listed Fds Tr Roun Ma Seve Etf (MAGS)	0.0	$273k		4.2k	64.31	View chart
Honeywell International (HON)	0.0	$266k	NEW	1.2k	223.92	View chart
Toll Brothers (TOL)	0.0	$266k	NEW	1.6k	164.75	View chart
Coreweave Com Cl A (CRWV)	0.0	$264k	-4%	2.7k	99.54	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$264k	-19%	11k	23.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$264k	-32%	6.1k	43.06	View chart
Rockwell Automation (ROK)	0.0	$262k	NEW	530.00	495.08	View chart
Honeywell Aerospace (HONA)	0.0	$262k	NEW	1.2k	221.08	View chart
Delta Air Lines Com New (DAL)	0.0	$261k	NEW	2.8k	93.66	View chart
Iron Mountain (IRM)	0.0	$259k	NEW	2.1k	126.31	View chart
Sherwin-Williams Company (SHW)	0.0	$259k	NEW	751.00	344.32	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.0	$255k		5.8k	44.23	View chart
Lamb Weston Hldgs (LW)	0.0	$254k		5.9k	43.18	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$249k		3.2k	77.91	View chart
Comcast Corp Cl A (CMCSA)	0.0	$246k		10k	24.55	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.0	$244k		2.5k	96.37	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$243k		1.8k	136.68	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.0	$242k	-5%	3.1k	77.93	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$241k		3.5k	68.41	View chart
Oklo Com Cl A (OKLO)	0.0	$240k	-3%	4.6k	52.33	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.0	$239k	-28%	5.8k	41.41	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.0	$239k	-15%	4.1k	59.02	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$237k	-21%	5.2k	45.34	View chart
Quantum Computing (QUBT)	0.0	$236k	-10%	24k	9.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.0	$236k	-4%	4.3k	54.47	View chart
Roku Com Cl A (ROKU)	0.0	$236k	NEW	1.7k	138.14	View chart
Ishares Tr Global Equity (GLOF)	0.0	$233k	-6%	4.0k	58.81	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$233k		4.4k	53.47	View chart
Valley National Ban (VLY)	0.0	$232k		16k	14.65	View chart
West Pharmaceutical Services (WST)	0.0	$231k	NEW	643.00	359.00	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$230k	NEW	2.0k	117.02	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$227k		5.2k	43.23	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.0	$225k	-15%	9.4k	23.91	View chart
Lululemon Athletica (LULU)	0.0	$220k	-15%	1.9k	114.18	View chart
Walt Disney Company (DIS)	0.0	$220k	NEW	2.3k	96.23	View chart
Delcath Sys Com New (DCTH)	0.0	$220k		17k	12.59	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.0	$219k	NEW	3.9k	56.79	View chart
Intuit (INTU)	0.0	$219k	NEW	838.00	261.00	View chart
Take-Two Interactive Software (TTWO)	0.0	$216k	NEW	864.00	249.98	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.0	$216k		9.3k	23.16	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.0	$216k	NEW	5.0k	43.14	View chart
Lazard Active Etf Tr Emer Mark Op Etf (EMKT)	0.0	$215k	-21%	6.7k	32.21	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.0	$215k	NEW	2.5k	87.04	View chart
Snap-on Incorporated (SNA)	0.0	$213k	NEW	530.00	402.40	View chart
NVR (NVR)	0.0	$211k	-6%	31.00	6813.00	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$211k	-53%	6.2k	33.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$210k	+210%	2.6k	80.58	View chart
General Dynamics Corporation (GD)	0.0	$210k	NEW	592.00	354.24	View chart
Raytheon Technologies Corp (RTX)	0.0	$209k	NEW	1.1k	189.73	View chart
Colgate-Palmolive Company (CL)	0.0	$209k	NEW	2.3k	91.68	View chart
Entergy Corporation (ETR)	0.0	$207k	NEW	1.8k	114.88	View chart
Neos Etf Trust Gold Hig Inc Etf (IAUI)	0.0	$206k	NEW	4.2k	48.45	View chart
Dow (DOW)	0.0	$204k	-2%	7.5k	27.36	View chart
CVS Caremark Corporation (CVS)	0.0	$204k	NEW	2.0k	103.45	View chart
Capital One Financial (COF)	0.0	$204k	NEW	1.0k	200.61	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$203k	NEW	102.00	1989.44	View chart
Masco Corporation (MAS)	0.0	$202k	NEW	2.5k	81.37	View chart
Imax Corp Cad (IMAX)	0.0	$202k	-20%	5.1k	39.86	View chart
Green Plains Renewable Energy (GPRE)	0.0	$195k		13k	15.38	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.0	$181k	-71%	16k	11.15	View chart
Proshares Tr Ultsht Smlcp600 (SDD)	0.0	$164k		21k	8.00	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$142k	-68%	28k	4.99	View chart
Immunitybio (IBRX)	0.0	$128k		15k	8.76	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$123k	-3%	11k	10.90	View chart
Flowers Foods (FLO)	0.0	$85k	NEW	11k	7.90	View chart
Upwork (UPWK)	0.0	$85k	NEW	10k	8.36	View chart
Richtech Robotics CL B (RR)	0.0	$44k		21k	2.11	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 Q2 filed July 28, 2026
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

View all past filings

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