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 |
|---|---|
VBVANGUARD INDEX FDS | $2.9M |
MCDMCDONALDS CORP | $2.9M |
SPYSPDR S&P 500 ETF TR | $2.9M |
SPOTSPOTIFY TECHNOLOGY S A | $2.8M |
MOALTRIA GROUP INC | $2.8M |
RODMLATTICE STRATEGIES TR | $2.6M |
NVRNVR INC | $2.5M |
GDXVANECK ETF TRUST | $2.5M |
VBKVANGUARD INDEX FDS | $2.4M |
ISRGINTUITIVE SURGICAL INC | $2.4M |
XOMEXXON MOBIL CORP | $2.3M |
PGXINVESCO EXCH TRADED FD TR II | $2.3M |
CIONCION INVT CORP | $2.3M |
DTHWISDOMTREE TR | $2.2M |
NEARISHARES U S ETF TR | $2.2M |
BXBLACKSTONE INC | $2.2M |
PNCPNC FINL SVCS GROUP INC | $2.2M |
TLTISHARES TR | $2.2M |
FXHFIRST TR EXCHANGE TRADED FD | $2.1M |
IUSBISHARES TR | $1.9M |
CIBRFIRST TR EXCHANGE TRADED FD | $1.9M |
IJHISHARES TR | $1.8M |
ADSKAUTODESK INC | $1.8M |
CCLCARNIVAL CORP | $1.8M |
IUSGISHARES TR | $1.8M |
DEMWISDOMTREE TR | $1.8M |
ARCCARES CAPITAL CORP | $1.7M |
NVDANVIDIA CORPORATION | $1.6M |
CATCATERPILLAR INC | $1.6M |
ADPAUTOMATIC DATA PROCESSING IN | $1.6M |
ZLABZAI LAB LTD | $1.6M |
FVDFIRST TR VALUE LINE DIVID IN | $1.6M |
PECOPHILLIPS EDISON & CO INC | $1.5M |
DALDELTA AIR LINES INC DEL | $1.5M |
7HPHP INC | $1.5M |
DAUGFIRST TR EXCHNG TRADED FD VI | $1.5M |
IWMISHARES TR | $1.4M |
DNOVFIRST TR EXCHNG TRADED FD VI | $1.4M |
AQLTISHARES TR | $1.4M |
SCHZSCHWAB STRATEGIC TR | $1.4M |
EFVISHARES TR | $1.3M |
MINTPIMCO ETF TR | $1.3M |
RSPINVESCO EXCHANGE TRADED FD T | $1.3M |
BABOEING CO | $1.3M |
SPTMSPDR SER TR | $1.3M |
DGRWWISDOMTREE TR | $1.3M |
FPFFIRST TR EXCH TRD ALPHDX FD | $1.3M |
AMGNAMGEN INC | $1.3M |
DAPRFIRST TR EXCHNG TRADED FD VI | $1.3M |
BKEBUCKLE INC | $1.3M |
BRSPBRIGHTSPIRE CAPITAL INC | $1.3M |
WMTWALMART INC | $1.2M |
HDHOME DEPOT INC | $1.2M |
PGPROCTER AND GAMBLE CO | $1.2M |
SCHPSCHWAB STRATEGIC TR | $1.2M |
BSEPINNOVATOR ETFS TR | $1.2M |
TFCTRUIST FINL CORP | $1.2M |
SPBCSIMPLIFY EXCHANGE TRADED FUN | $1.2M |
NSCNORFOLK SOUTHN CORP | $1.1M |
AKAFETF SER SOLUTIONS | $1.1M |
FXZFIRST TR EXCHANGE TRADED FD | $1.1M |
SCHXSCHWAB STRATEGIC TR | $1.1M |
SCHASCHWAB STRATEGIC TR | $1.1M |
AZPNUSDASPEN TECHNOLOGY INC | $1.1M |
DEDEERE & CO | $1.0M |
IWFISHARES TR | $1.0M |
MRKMERCK & CO INC | $1.0M |
SPMDSPDR SER TR | $1.0M |
WERNWERNER ENTERPRISES INC | $1.0M |
JNKSPDR SER TR | $1.0M |
LQDISHARES TR | $1.0M |
JPSTJ P MORGAN EXCHANGE-TRADED F | $998K |
VTVVANGUARD INDEX FDS | $989K |
BSVVANGUARD BD INDEX FDS | $969K |
AGGISHARES TR | $968K |
UNOVINNOVATOR ETFS TR | $959K |
IGSBISHARES TR | $958K |
IJULINNOVATOR ETFS TR | $948K |
LLYLILLY ELI & CO | $941K |
PCEFINVESCO EXCH TRADED FD TR II | $933K |
IWNISHARES TR | $929K |
MNAINDEXIQ ETF TR | $907K |
SPYVSPDR SER TR | $903K |
ABBVABBVIE INC | $889K |
IDV*ISHARES TR | $867K |
AEPAMERICAN ELEC PWR CO INC | $853K |
RPVINVESCO EXCHANGE TRADED FD T | $848K |
AQLTISHARES TR | $833K |
CINFCINCINNATI FINL CORP | $831K |
LPXLOUISIANA PAC CORP | $828K |
XLESELECT SECTOR SPDR TR | $827K |
VOOVANGUARD INDEX FDS | $823K |
USBUS BANCORP DEL | $792K |
EWEDWARDS LIFESCIENCES CORP | $787K |
DUKDUKE ENERGY CORP NEW | $783K |
FFORD MTR CO DEL | $780K |
UNHUNITEDHEALTH GROUP INC | $765K |
HONHONEYWELL INTL INC | $762K |
BMYBRISTOL-MYERS SQUIBB CO | $760K |
EYLDCAMBRIA ETF TR | $751K |