WealthPlan Investment Management, LLC Q2 2023 Filing
Filed July 25, 2023
Portfolio Value
$401.8B
Holdings
371
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (371 positions)
| Stock | Value |
|---|---|
DECWAim Etf Products Trust Us Lrg Cp Buf20 | $16K |
NKTREURNektar Therapeutics | $16K |
GBYSangamo Therapeutics Inc | $16K |
FVDFirst Trust Value Line Dividend Index Fund | $15K |
THCTenet Healthcare Corp | $15K |
ITOTiShares Core S&P Total US Stock Market | $15K |
TMOThermo Fisher Scientific Inc | $14K |
SDIVGlobal X SuperDividend | $14K |
SHCRUSDShareCare Inc A | $13K |
ZLABZai Lab Limited F Unsponsored Adr 1 Adr Reps Ord Shs | $13K |
CASYCaseys General Stores Inc | $12K |
MOATVanEck Morningstar Wide Moat Research | $12K |
WPRTWestport Fuel Systems | $11K |
DC4DexCom Inc | $11K |
DRSKAptus Defined Risk | $11K |
IXUSiShares Core MSCI Total International Stock ETF | $11K |
DDDuPont de Nemours Inc | $11K |
LEADSiren Etf Tr Divcn LDRS | $11K |
INDIIndie Semiconductor Inc A | $11K |
PJANInnovator S&P 500 Power Buffer ETF - January | $10K |
SG7Sage Therapeutics Inc | $10K |
FTCSFirst Tr Capital Strength ETF Db Strategic Value Index | $10K |
COINCoinbase | $10K |
NWNNorthwest Natural Hldg Co | $9K |
TDAYGannett Co Inc | $9K |
BSVVanguard Short-Term Bond Index ETF | $9K |
ZSZscaler Inc | $7K |
IOCTInnovator ETFs TR Intl DV | $7K |
FTSMFirst Tr Enhanced Short Maturity | $7K |
SPHDInvesco S&P 500 High Dividend Low Volatility ETF | $7K |
APDAir Products & Chemicals Inc | $6K |
FSLRFirst Solar Inc | $6K |
IVWiShares S&P 500 Growth ETF | $6K |
MAXNMaxeon Solar Technologies Ltd | $6K |
NSCNorfolk Southern Corp | $6K |
VSCOVictorias Secret And Co | $5K |
WWayfair Inc | $5K |
TXTTextron Inc | $5K |
JPMJP Morgan Chase & Co. | $5K |
TSLATesla Inc | $5K |
VENVentas Inc | $5K |
ZBHZimmer Biomet Holdings Inc | $5K |
UNHUnitedHealth Group Inc | $5K |
USX1US Steel Corp | $5K |
GPCGenuine Parts Co | $4K |
ADSKAutodesk Inc | $4K |
FLTRVanEck Inv Grade Floating Rate ETF | $3K |
SYYSysco Corporation | $3K |
CIONCION Investment Corporation | $3K |
BITQBitwise Crypto Industry Innovators ETF | $3K |
NAPRInnovator Nasdaq-100 April Power Buffer ETF | $3K |
QUALiShares MSCI USA Quality Factor ETF | $2K |
JAZZJazz Pharmaceuticals PLC | $2K |
WPMWheaton Precious Metals Corp | $2K |
EWZiShares MSCI Brazil | $2K |
MRO*Marathon Oil Corp | $2K |
USBUS Bancorp | $2K |
XYLXylem Inc | $2K |
GMGeneral Motors Co | $2K |
IBMInternational Business Machines | $1K |
MPCMarathon Petroleum Corp | $1K |
FMCFMC Corp | $1K |
NUENucor Corp | $1K |
HCQAMN Healthcare Services Inc | $1K |
ULUnilever PLC ADR | $1K |
—Capstone Green Energy Corp | $1K |
UMBFUMB Financial Corp | $1K |
NVSNNovartis AG Spons ADR | $1K |
XSOEWisdomTree EmMkts ex-Stt-Ownd Entrprs | $1K |
TNLTravel Leisure Co. | $1K |
PJULInnovator S&P 500 Power Buffer ETF - July | $1K |
TNLTravel Leisure Co. | $0 |
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