WealthPlan Investment Management, LLC Q2 2022 Filing
Filed September 7, 2022
Portfolio Value
$1.4B
Holdings
382
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (382 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $95.1M |
VTIVANGUARD INDEX FDS | $40.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $38.4M |
BUFRFIRST TR EXCHNG TRADED FD VI | $35.2M |
DGROISHARES TR | $30.9M |
IVOLKRANESHARES TR | $30.3M |
FTLSFIRST TR EXCH TRADED FD III | $23.7M |
MOATVANECK ETF TRUST | $22.5M |
SRLNSSGA ACTIVE ETF TR | $22.2M |
AGOXSTARBOARD INVT TR | $19.9M |
JNJJOHNSON & JOHNSON | $19.8M |
OREALTY INCOME CORP | $19.1M |
AMAXSTARBOARD INVT TR | $18.9M |
NUENUCOR CORP | $17.7M |
MSMMSC INDL DIRECT INC | $17.7M |
MDTMEDTRONIC PLC | $17.7M |
WPCWP CAREY INC | $17.3M |
ABTABBOTT LABS | $17.2M |
CVXCHEVRON CORP NEW | $17.0M |
BKHBLACK HILLS CORP | $17.0M |
LOWLOWES COS INC | $16.9M |
DYHTARGET CORP | $16.6M |
PEPPEPSICO INC | $15.6M |
CHRWC H ROBINSON WORLDWIDE INC | $15.5M |
COWZPACER FDS TR | $15.3M |
COSTCOSTCO WHSL CORP NEW | $15.1M |
DEODIAGEO PLC | $15.1M |
SYYSYSCO CORP | $14.9M |
GOOGALPHABET INC | $14.8M |
AMZNAMAZON COM INC | $14.5M |
SPABSPDR SER TR | $14.3M |
SCHFSCHWAB STRATEGIC TR | $14.0M |
GPCGENUINE PARTS CO | $13.9M |
PIIPOLARIS INC | $13.6M |
GGGGRACO INC | $13.5M |
SWKSTANLEY BLACK & DECKER INC | $12.9M |
XSOEWISDOMTREE TR | $12.9M |
BONDPIMCO ETF TR | $12.9M |
CASYCASEYS GEN STORES INC | $12.5M |
IVEISHARES TR | $12.4M |
LMTLOCKHEED MARTIN CORP | $12.3M |
ADMARCHER DANIELS MIDLAND CO | $12.1M |
TXNTEXAS INSTRS INC | $11.6M |
METAMETA PLATFORMS INC | $11.6M |
CSTKINVESCO ACTIVELY MANAGED ETF | $11.5M |
MSFTMICROSOFT CORP | $11.4M |
IEMGISHARES INC | $11.4M |
CFRCULLEN FROST BANKERS INC | $11.3M |
INFLLISTED FD TR | $10.9M |
IVWISHARES TR | $10.9M |
MAMASTERCARD INCORPORATED | $10.3M |
SECTNORTHERN LTS FD TR IV | $10.3M |
APDAIR PRODS & CHEMS INC | $10.2M |
QPXADVISORSHARES TR | $9.9M |
STZCONSTELLATION BRANDS INC | $9.7M |
BACVERIZON COMMUNICATIONS INC | $9.6M |
DRSKETF SER SOLUTIONS | $9.3M |
PMAYINNOVATOR ETFS TR | $9.1M |
FPFFIRST TR EXCH TRADED FD III | $9.0M |
MINOPIMCO ETF TR | $8.9M |
IVVISHARES TR | $8.6M |
IGROISHARES TR | $8.5M |
DHRDANAHER CORPORATION | $8.4M |
AVEMAMERICAN CENTY ETF TR | $7.6M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $7.3M |
VMIVALMONT INDS INC | $6.5M |
PJULINNOVATOR ETFS TR | $6.2M |
UNPUNION PAC CORP | $6.1M |
SCHDSCHWAB STRATEGIC TR | $6.0M |
JPMJPMORGAN CHASE & CO | $5.9M |
FSKFS KKR CAP CORP | $5.7M |
PJANINNOVATOR ETFS TR | $5.7M |
PNOVINNOVATOR ETFS TR | $5.3M |
EMLPFIRST TR EXCHANGE-TRADED FD | $5.0M |
AZNASTRAZENECA PLC | $5.0M |
FTSMFIRST TR EXCHANGE-TRADED FD | $4.8M |
INTCINTEL CORP | $4.8M |
SPYMSPDR SER TR | $4.7M |
WFCWELLS FARGO CO NEW | $4.5M |
PFEPFIZER INC | $4.3M |
GBILGOLDMAN SACHS ETF TR | $4.1M |
NDQINVESCO QQQ TR | $4.0M |
EFGISHARES TR | $3.8M |
ROPROPER TECHNOLOGIES INC | $3.7M |
TSLATESLA INC | $3.7M |
AGGYWISDOMTREE TR | $3.7M |
DDTOINNOVATOR ETFS TR | $3.6M |
—NEW AGE ALPHA TR | $3.6M |
SIXOAIM ETF PRODUCTS TRUST | $3.5M |
CSBVICTORY PORTFOLIOS II | $3.4M |
XLFSELECT SECTOR SPDR TR | $3.4M |
SHCRUSDSHARECARE INC | $3.4M |
GOOGLALPHABET INC | $3.4M |
VVISA INC | $3.4M |
SPGIS&P GLOBAL INC | $3.4M |
SPYDSPDR SER TR | $3.4M |
DFEBFIRST TR EXCHNG TRADED FD VI | $3.2M |
SONOSONOS INC | $3.0M |
ESGUISHARES TR | $3.0M |
ADBEADOBE SYSTEMS INCORPORATED | $3.0M |
Page 1 of 4Next