WealthPlan Investment Management, LLC Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$1.0B
Holdings
268
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (268 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $79.8M |
VTIVANGUARD INDEX FDS | $40.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $28.5M |
SPABSPDR SER TR | $19.7M |
SCHFSCHWAB STRATEGIC TR | $19.5M |
DGROISHARES TR | $18.3M |
GOOGALPHABET INC | $16.9M |
CASYCASEYS GEN STORES INC | $16.6M |
IVEISHARES TR | $15.9M |
COSTCOSTCO WHSL CORP NEW | $15.9M |
WMTWALMART INC | $15.3M |
ABBVABBVIE INC | $14.8M |
FLBLFRANKLIN TEMPLETON ETF TR | $14.2M |
IEMGISHARES INC | $14.1M |
CVXCHEVRON CORP NEW | $13.7M |
CLOIVANECK ETF TRUST | $13.6M |
HEQTSIMPLIFY EXCHANGE TRADED FUN | $13.2M |
AMZNAMAZON COM INC | $12.8M |
BUFRFIRST TR EXCHNG TRADED FD VI | $12.7M |
METAMETA PLATFORMS INC | $12.4M |
NVDANVIDIA CORPORATION | $11.9M |
BROBROWN & BROWN INC | $11.6M |
PEPPEPSICO INC | $11.5M |
AMGNAMGEN INC | $11.2M |
HIGHSIMPLIFY EXCHANGE TRADED FUN | $10.7M |
MAMASTERCARD INCORPORATED | $10.5M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $10.4M |
IBMINTERNATIONAL BUSINESS MACHS | $10.3M |
MSFTMICROSOFT CORP | $10.3M |
MBSFVALUED ADVISERS TR | $9.9M |
HRLHORMEL FOODS CORP | $9.9M |
MSMMSC INDL DIRECT INC | $9.8M |
GGGGRACO INC | $9.8M |
JNJJOHNSON & JOHNSON | $9.7M |
BACVERIZON COMMUNICATIONS INC | $9.6M |
FTLSFIRST TR EXCH TRADED FD III | $9.4M |
RPMRPM INTL INC | $9.4M |
FLTRVANECK ETF TRUST | $8.8M |
HELOJ P MORGAN EXCHANGE TRADED F | $8.8M |
TXNTEXAS INSTRS INC | $8.7M |
UDECINNOVATOR ETFS TRUST | $8.5M |
APDAIR PRODS & CHEMS INC | $8.5M |
GPCGENUINE PARTS CO | $8.4M |
LMTLOCKHEED MARTIN CORP | $8.1M |
OREALTY INCOME CORP | $8.1M |
BJULINNOVATOR ETFS TRUST | $8.0M |
BFEBINNOVATOR ETFS TRUST | $8.0M |
JULTAIM ETF PRODUCTS TRUST | $8.0M |
DECTAIM ETF PRODUCTS TRUST | $8.0M |
JPMJPMORGAN CHASE & CO. | $8.0M |
LECOLINCOLN ELEC HLDGS INC | $7.8M |
EMREMERSON ELEC CO | $7.7M |
IGROISHARES TR | $7.6M |
SPYDSPDR SER TR | $7.5M |
NUENUCOR CORP | $7.2M |
COWZPACER FDS TR | $7.0M |
VMIVALMONT INDS INC | $7.0M |
CFRCULLEN FROST BANKERS INC | $6.9M |
SCHDSCHWAB STRATEGIC TR | $6.9M |
AVEMAMERICAN CENTY ETF TR | $6.8M |
AZNASTRAZENECA PLC | $6.5M |
STZCONSTELLATION BRANDS INC | $6.5M |
DOVDOVER CORP | $6.1M |
AGOXSTARBOARD INVT TR | $6.1M |
FTSMFIRST TR EXCHANGE-TRADED FD | $5.7M |
MOATVANECK ETF TRUST | $5.7M |
IVVISHARES TR | $5.2M |
BOXXEA SERIES TRUST | $5.1M |
NKENIKE INC | $5.0M |
LNGCHENIERE ENERGY INC | $4.7M |
TDVPROSHARES TR | $4.7M |
IWMISHARES TR | $4.6M |
SPGIS&P GLOBAL INC | $4.2M |
DHRDANAHER CORPORATION | $4.1M |
BXBLACKSTONE INC | $4.0M |
SPYGSPDR SER TR | $3.9M |
ICOWPACER FDS TR | $3.6M |
ADBEADOBE INC | $3.6M |
ALBALBEMARLE CORP | $3.6M |
ROPROPER TECHNOLOGIES INC | $3.4M |
NDQINVESCO QQQ TR | $3.3M |
SPYSPDR S&P 500 ETF TR | $3.3M |
PLTRPALANTIR TECHNOLOGIES INC | $3.3M |
GOOGLALPHABET INC | $3.2M |
TMOTHERMO FISHER SCIENTIFIC INC | $3.2M |
SEMICOLUMBIA ETF TR I | $2.9M |
AGGYWISDOMTREE TR | $2.7M |
XOMEXXON MOBIL CORP | $2.6M |
UNPUNION PAC CORP | $2.6M |
ONON SEMICONDUCTOR CORP | $2.5M |
AOSSMITH A O CORP | $2.4M |
TSLATESLA INC | $2.3M |
VLTOVERALTO CORP | $2.2M |
AVGOBROADCOM INC | $2.2M |
LULULULULEMON ATHLETICA INC | $2.2M |
NOWSERVICENOW INC | $2.2M |
GBTCGRAYSCALE BITCOIN TRUST ETF | $2.1M |
LOWLOWES COS INC | $2.0M |
CATCATERPILLAR INC | $2.0M |
TLTISHARES TR | $1.9M |
Page 1 of 3Next