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 |
|---|---|
SPDWSPDR INDEX SHS FDS | $386K |
FFORD MTR CO | $374K |
PMAYINNOVATOR ETFS TRUST | $369K |
DONSPDR DOW JONES INDL AVERAGE | $367K |
XUSPINNOVATOR ETFS TRUST | $357K |
VVVANGUARD INDEX FDS | $357K |
LEADSIREN ETF TR | $354K |
CMCSACOMCAST CORP NEW | $343K |
KOCOCA COLA CO | $340K |
FDXFEDEX CORP | $340K |
SPEMSPDR INDEX SHS FDS | $339K |
MOALTRIA GROUP INC | $339K |
PGPROCTER AND GAMBLE CO | $339K |
VGTVANGUARD WORLD FD | $334K |
XSOEWISDOMTREE TR | $327K |
NVRNVR INC | $326K |
BONDPIMCO ETF TR | $314K |
MDLZMONDELEZ INTL INC | $311K |
EYLDCAMBRIA ETF TR | $310K |
CINFCINCINNATI FINL CORP | $309K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $307K |
VTVVANGUARD INDEX FDS | $306K |
VEUVANGUARD INTL EQUITY INDEX F | $298K |
CEGCONSTELLATION ENERGY CORP | $296K |
LWLAMB WESTON HLDGS INC | $294K |
SPYVSPDR SER TR | $290K |
DXYZDESTINY TECH100 INC | $290K |
VBKVANGUARD INDEX FDS | $287K |
TAT&T INC | $281K |
BPBP PLC | $278K |
DOWDOW INC | $276K |
CHRWC H ROBINSON WORLDWIDE INC | $273K |
MAGSLISTED FD TR | $272K |
SPOTSPOTIFY TECHNOLOGY S A | $267K |
SCHWSCHWAB CHARLES CORP | $265K |
GEVGE VERNOVA INC | $257K |
RRRICHTECH ROBOTICS INC | $257K |
OSCROSCAR HEALTH INC | $256K |
GQ9SPDR GOLD TR | $256K |
WMWASTE MGMT INC DEL | $255K |
VYMVANGUARD WHITEHALL FDS | $253K |
ETNEATON CORP PLC | $249K |
EMBISHARES TR | $248K |
CAGCONAGRA BRANDS INC | $246K |
SHOPSHOPIFY INC | $246K |
SMCISUPER MICRO COMPUTER INC | $241K |
BTCGRAYSCALE BITCOIN MINI TR ET | $237K |
ALSALLSTATE CORP | $227K |
DDECFIRST TR EXCHNG TRADED FD VI | $225K |
BSXBOSTON SCIENTIFIC CORP | $223K |
DCTHDELCATH SYS INC | $222K |
PCARPACCAR INC | $221K |
CMCCOMMERCIAL METALS CO | $221K |
RODMLATTICE STRATEGIES TR | $219K |
CSTKINVESCO ACTIVELY MANAGED EXC | $214K |
GMGENERAL MTRS CO | $213K |
SMHVANECK ETF TRUST | $211K |
DIALCOLUMBIA ETF TR I | $210K |
SYYSYSCO CORP | $206K |
ZBHZIMMER BIOMET HOLDINGS INC | $204K |
PJUNINNOVATOR ETFS TRUST | $201K |
PGXINVESCO EXCH TRADED FD TR II | $180K |
PFLPIMCO INCOME STRATEGY FD | $148K |
VLYVALLEY NATL BANCORP | $141K |
TRYBARINGS BDC INC | $133K |
AGNCAGNC INVT CORP | $101K |
G3VGREEN PLAINS INC | $49K |
SQFTEURPRESIDIO PPTY TR INC | $9K |
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