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 |
|---|---|
DTHWISDOMTREE TR | $1.9M |
DGRWWISDOMTREE TR | $1.9M |
SNPSSYNOPSYS INC | $1.8M |
OUSAALPS ETF TR | $1.8M |
PJANINNOVATOR ETFS TRUST | $1.8M |
SPTMSPDR SER TR | $1.8M |
IVWISHARES TR | $1.8M |
TDIVFIRST TR EXCHANGE TRADED FD | $1.8M |
LLYELI LILLY & CO | $1.7M |
PFEPFIZER INC | $1.7M |
NFLXNETFLIX INC | $1.6M |
NEARISHARES U S ETF TR | $1.5M |
ORCLORACLE CORP | $1.5M |
INTCINTEL CORP | $1.5M |
JHIDJOHN HANCOCK EXCHANGE TRADED | $1.4M |
OUSMALPS ETF TR | $1.4M |
ZLABZAI LAB LTD | $1.4M |
DEMWISDOMTREE TR | $1.4M |
VIGVANGUARD SPECIALIZED FUNDS | $1.4M |
JEPIJ P MORGAN EXCHANGE TRADED F | $1.3M |
SCHXSCHWAB STRATEGIC TR | $1.3M |
IWNISHARES TR | $1.3M |
SDVYFIRST TR EXCHANGE-TRADED FD | $1.2M |
THCTENET HEALTHCARE CORP | $1.2M |
GSGOLDMAN SACHS GROUP INC | $1.2M |
UBERUBER TECHNOLOGIES INC | $1.2M |
MCDMCDONALDS CORP | $1.1M |
MKLMARKEL GROUP INC | $1.1M |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $1.1M |
REGLPROSHARES TR | $1.1M |
NVSNNOVARTIS AG | $1.1M |
GOLFACUSHNET HLDGS CORP | $1.0M |
DJDINVESCO EXCHANGE TRADED FD T | $1.0M |
ARCCARES CAPITAL CORP | $944K |
PRFINVESCO EXCHANGE TRADED FD T | $927K |
FSCOFS CREDIT OPPORTUNITIES CORP | $921K |
FBTCFIDELITY WISE ORIGIN BITCOIN | $903K |
DNLWISDOMTREE TR | $895K |
IWPISHARES TR | $893K |
ISRGINTUITIVE SURGICAL INC | $864K |
CATXPERSPECTIVE THERAPEUTICS INC | $854K |
ADPAUTOMATIC DATA PROCESSING IN | $843K |
NOBLPROSHARES TR | $821K |
KRKROGER CO | $792K |
NOCNORTHROP GRUMMAN CORP | $784K |
DELLDELL TECHNOLOGIES INC | $770K |
WFCWELLS FARGO CO NEW | $765K |
SUSUNCOR ENERGY INC NEW | $764K |
XHLFBONDBLOXX ETF TRUST | $737K |
TSNTYSON FOODS INC | $735K |
LRCXLAM RESEARCH CORP | $710K |
XLKSELECT SECTOR SPDR TR | $685K |
SPMDSPDR SER TR | $678K |
SCHASCHWAB STRATEGIC TR | $643K |
BILSPDR SER TR | $637K |
DUKDUKE ENERGY CORP NEW | $620K |
SPHYSPDR SER TR | $595K |
WPCWP CAREY INC | $592K |
REETISHARES TR | $582K |
4I1PHILIP MORRIS INTL INC | $559K |
ABTABBOTT LABS | $555K |
SCHPSCHWAB STRATEGIC TR | $551K |
ITOTISHARES TR | $547K |
DEDEERE & CO | $543K |
EFGISHARES TR | $525K |
AEPAMERICAN ELEC PWR CO INC | $524K |
SCHESCHWAB STRATEGIC TR | $518K |
HYLBDBX ETF TR | $517K |
EWEDWARDS LIFESCIENCES CORP | $507K |
FEXFIRST TR LRGE CP CORE ALPHA | $503K |
SFLRINNOVATOR ETFS TRUST | $499K |
BACBANK AMERICA CORP | $498K |
VRTVERTIV HOLDINGS CO | $493K |
UNHUNITEDHEALTH GROUP INC | $487K |
DFEBFIRST TR EXCHNG TRADED FD VI | $482K |
DDTOINNOVATOR ETFS TRUST | $480K |
BABOEING CO | $477K |
HIMSHIMS & HERS HEALTH INC | $473K |
XFIVBONDBLOXX ETF TRUST | $469K |
AGGISHARES TR | $461K |
RPVINVESCO EXCHANGE TRADED FD T | $449K |
UMBFUMB FINL CORP | $445K |
BKEBUCKLE INC | $439K |
DECMFIRST TR EXCHNG TRADED FD VI | $434K |
NOVMFIRST TR EXCHNG TRADED FD VI | $433K |
OCTWAIM ETF PRODUCTS TRUST | $430K |
SBUXSTARBUCKS CORP | $423K |
BMYBRISTOL-MYERS SQUIBB CO | $417K |
XSVNBONDBLOXX ETF TRUST | $415K |
HONHONEYWELL INTL INC | $408K |
SHYISHARES TR | $408K |
XYLXYLEM INC | $406K |
LIFLIFE360 INC | $405K |
VUGVANGUARD INDEX FDS | $404K |
NJANINNOVATOR ETFS TRUST | $404K |
ESGUISHARES TR | $402K |
SCHISCHWAB STRATEGIC TR | $400K |
CRWDCROWDSTRIKE HLDGS INC | $396K |
VVISA INC | $394K |
SPDWSPDR INDEX SHS FDS | $386K |