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 |
|---|---|
PENNPenn Entertainment Inc | $37K |
NOBLProshares Trust S&P 500 Aristocrats | $37K |
MUBiShares National Muni Bond | $35K |
SIXJAllianzIM U.S. Large Cap 6 Month Buffer 10 Jan/Jul ETF | $34K |
XLESPDR Energy Select Sector ETF | $32K |
VYMVanguard High Dividend Yield | $32K |
PBDInvesco Global Clean Energy | $31K |
G3VGreen Plains Inc | $30K |
POCTInnovator US Equity Power Buffer ETF 0 October | $29K |
CGThe Carlyle Group Inc | $29K |
WYWeyerhaeuser Inc | $29K |
CIONCION Investment Corporation | $28K |
HYDVanEck High Yield Muni | $27K |
AJGGallagher Arthur J & Co | $27K |
VUGVanguard Growth | $26K |
IJHiShares Core S&P Mid0Cap ETF | $25K |
NOKNokia Corp | $24K |
PEOExelon Corp | $24K |
FTCSFirst Tr Capital Strength ETF Db Strategic Value Index | $23K |
VWOVanguard FTSE Emerging Markets | $22K |
SLViShares Silver Trust ETF | $22K |
ABNBAirbnb Inc | $22K |
DECKDeckers Outdoor Corp | $22K |
CLColgate0Palmolive Co | $22K |
FVDFirst Trust Value Line Dividend Index Fund | $21K |
IJKiShares S&P Mid Cap 400 Growth ETF | $20K |
MAINMainStreet Capital Corp | $19K |
PINSPinterest Inc Cl A | $19K |
DVNDevon Energy Corporation | $19K |
NWNNorthwest Natural Hldg Co | $18K |
EVRGEvergy Inc | $18K |
TRVThe Travelers Companies Inc | $17K |
THCTenet Healthcare Corp | $17K |
SHELShell PLC A Spons ADR | $17K |
SHYGiShares 005 Year High Yield Corporate Bond | $17K |
DOVDover Corp | $16K |
COFCapital One Financial Corp | $15K |
CEGConstellation Energy Corp | $15K |
DDDuPont de Nemours Inc | $15K |
GHGuardant Health Inc | $14K |
CCThe Chemours Company | $14K |
OPRXOptimizerx Corp | $14K |
SPWRQSun Power Corporation | $14K |
GEGeneral Electric Company | $13K |
LENLennar Corp Class A | $12K |
CIThe Cigna Group | $12K |
DBAInvesco DB Agriculture | $12K |
NIJNelnet Inc | $12K |
DALDelta Air Lines | $12K |
HLTHilton Worldwide Holdings Inc | $11K |
MRO*Marathon Oil Corp | $11K |
HLNHaleon Plc Shs Adr | $11K |
ETSYEtsy Inc | $11K |
PLUNPlug Power Inc | $11K |
VIGVanguard Dividend Appreciation | $11K |
TMUST0Mobile US Inc Com | $11K |
PANWPalo Alto Networks Com | $11K |
PXDEURPioneer Natural Resources Co | $10K |
SCHWCharles Schwab Corp | $10K |
CRWDCrowdstrike Hldgs Inc Cl A | $10K |
LVSLas Vegas Sands Corp | $10K |
—IQ CPI Inflation Hedged | $9K |
PG4Principal Financial Group Inc | $9K |
AAAlcoa Corporation | $8K |
KEYSKeysight Technologies Inc | $8K |
BDXBecton, Dickinson and Company | $8K |
MBCMasterbrand Inc | $8K |
CHICalamos Convertible Opps & income | $8K |
EMETVaneck Green Metals Etf | $8K |
TXTTextron Inc | $7K |
BKEBuckle Inc | $7K |
GLWCorning Inc | $7K |
LGNDLigand Pharmaceuticals Inc | $7K |
LYVLive Nation Inc | $7K |
DOCHealthpeak Properties Inc | $7K |
CSGPCoStar Group Inc | $7K |
KMIKinder Morgan Inc | $7K |
TRVCCitigroup Inc | $7K |
—Niocorp Developments Ltd | $7K |
A4SAmeriprise Financial Inc | $7K |
PSXPhillips 66 | $6K |
ACVFEtf Opportunities Tr Amern Conservative Values Etf | $6K |
SPHDInvesco S&P 500 High Dividend Low Volatility ETF | $6K |
COINCoinbase | $6K |
WTHWorthington Industries Inc | $6K |
VNQVanguard Real Estate | $6K |
NSCNorfolk Southern Corp | $5K |
CTVACorteva Inc | $5K |
FEXFirst Trust Large Cap Core Alphadex | $5K |
QSQuantumscape Corp Com Cl A | $5K |
NEENextEra Energy Inc | $5K |
SOXXiShares PHLX SOX Semiconductor | $5K |
SMRNUSCALE PWR CORP CLASS A | $5K |
FCELCHFFuelcell Energy Inc | $5K |
AXPAmerican Express Co | $5K |
GSGoldman Sachs Group Inc | $5K |
BIDUNBaidu.Com Inc ADR | $5K |
EPDEnterprise Products Partners LP | $5K |
MFCManulife Financial Corp | $5K |
RITMRITHM Capital Corp | $5K |