WealthPlan Investment Management, LLC Q1 2023 Filing
Filed May 8, 2023
Portfolio Value
$580.9B
Holdings
442
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (442 positions)
| Stock | Value |
|---|---|
GMGeneral Motors Co | $164K |
UBERUber Technologies Inc | $164K |
ZZillow Group Inc C | $160K |
NOWServiceNow Inc | $156K |
FSCOFS Credit Opportunity Corp. | $152K |
SG7Sage Therapeutics Inc | $151K |
MNAIQ Merger Arbitrage | $150K |
BSXBoston Scientific | $149K |
NKENike Inc Class B | $148K |
KOCoca Cola Company | $148K |
VLOValero Energy Corp | $144K |
QUALiShares MSCI USA Quality Factor ETF | $143K |
SUSLiShares ESG MSCI USA Leaders ETF | $140K |
PJUNInnovator S&P 500 Power Buffer ETF 0 June | $139K |
WMWaste Management Inc | $130K |
AZPN1USDAspen Technology Inc | $128K |
MDIVFirst Trust Multi0Asset Diversified Income | $127K |
PCARPaccar Inc | $126K |
USBUS Bancorp | $124K |
TRYBarings BDC Inc | $122K |
ALSAllstate Corp | $121K |
HDHome Depot Inc | $120K |
CSCOCisco Systems Inc | $120K |
SONOSonos Inc | $115K |
ZTSZoetis Inc | $111K |
IGMiShares Expanded Tech Sector ETF | $108K |
UPSUnited Parcel Service Inc | $108K |
AGNCAGNC Invt Corp | $106K |
DECWAim Etf Products Trust Us Lrg Cp Buf20 | $104K |
VEEVVeeva Systems Inc | $103K |
XLUSPDR Utilities Select Sector | $101K |
QYLDGlobal X Nasdaq 100 Covered Call ETF | $100K |
DAUGFT CBOE Vest US Equity Deep Bfr ETF Aug | $99K |
HIGHartford Financial Svcs | $97K |
NDQInvesco QQQ Trust Series 1 | $95K |
GQ9SPDR Gold Shares | $93K |
NUEMNuShares ESG Emerging Markets Equity ETF | $92K |
IWMiShares Russell 2000 ETF | $91K |
DLNWisdomTree LargeCap Dividend | $90K |
SMOGVanEck Low Carbon Energy | $86K |
VXUSVanguard Total Intl Stock Index | $86K |
INFLHorizon Kinetics Inflation Beneficiaries ETF | $86K |
SPOTSpotify Technology SA | $85K |
GISGeneral Mills Inc | $83K |
CVSCVS Health Corp | $81K |
VEUVanguard FTSE All0World ex0US Index ETF | $78K |
WWayfair Inc | $78K |
JCIJohnson Controls International | $77K |
GILDGilead Sciences Inc | $77K |
EXPDExpeditors International of Wash | $76K |
VXFVanguard Extended Market Index | $76K |
VTRSViatris Inc | $75K |
LNTAlliant Energy Corp | $73K |
REGNRegeneron Pharmaceuticals | $71K |
VVVanguard Large0Cap Index Fund ETF | $71K |
4I1Philip Morris International Inc | $71K |
MRNAModerna Inc Com | $68K |
DAPRFirst TR Exchange Traded FD VIII Cboe Vest US Dep | $67K |
USMViShares Edge MSCI Min Vol USA ETF | $67K |
MPCMarathon Petroleum Corp | $66K |
DHSWisdomTree High Dividend Fund | $65K |
INTCIntel Corp | $65K |
ETNEaton Corp PLC | $64K |
CLXClorox Co | $64K |
IBBiShares Biotechnology ETF | $64K |
EMCRXtrackers MSCI ACWI ex USA ESG Ldrs Eq | $63K |
PRUPrudential Financial Inc | $62K |
TANInvesco Solar ETF | $62K |
PNOVInnovator S&P 500 Power Buffer ETF 0 November | $60K |
ITTITT Inc | $60K |
PAUGInnovator S&P 500 Power Buffer ETF 0 August | $59K |
FBINFortune Brands Innovations Inc | $58K |
BABAAlibaba Group Holding Limited ADR | $57K |
WMTWalmart Inc | $57K |
KRKroger Company | $57K |
CMECME Group Inc | $54K |
METMetLife Inc | $51K |
UJANInnovator S&P 500 Ultra Buffer ETF 0 January | $50K |
IQIInvesco Quality Municipal Income Trust | $49K |
CPBCampbell Soup Co | $48K |
GSLCGoldman Sachs Activebeta US LC ETF | $48K |
XLVSPDR Health Care Select Sector | $46K |
MUABlackRock MuniAssets Fund | $46K |
IXJiShares Global Healthcare ETF | $46K |
GDGeneral Dynamics Corporation | $45K |
COLLCollegium Pharmaceutical Inc | $44K |
CRMSalesforce Inc | $44K |
ICLNiShares Global Clean Energy ETF | $43K |
ENBEnbridge Inc | $42K |
DIALColumbia Etf Tr I Diversified Fxd | $42K |
IGViShares Expanded Tech Software0Sector ETF | $42K |
JPSTJPMorgan Ultra0Short Income ETF | $41K |
GSKGSK PLC | $41K |
FSLRFirst Solar Inc | $41K |
FTSMFirst Tr Enhanced Short Maturity | $40K |
ESEversource Energy | $39K |
DISWalt Disney Co | $39K |
HCATHealth Catalyst Inc | $38K |
WSOWatsco Inc | $38K |
XLKSPDR Technology Select Sector | $37K |