WealthPlan Investment Management, LLC Q2 2025 Filing
Filed July 28, 2025
Portfolio Value
$1.4T
Holdings
344
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (344 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $80.3M |
VTIVANGUARD INDEX FDS | $52.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $28.5M |
NVDANVIDIA CORPORATION | $28.3M |
SCHFSCHWAB STRATEGIC TR | $21.9M |
GOOGALPHABET INC | $21.8M |
DGROISHARES TR | $21.7M |
IVEISHARES TR | $21.1M |
MSFTMICROSOFT CORP | $20.9M |
SPABSPDR SERIES TRUST | $20.8M |
BUFRFIRST TR EXCHNG TRADED FD VI | $20.7M |
CASYCASEYS GEN STORES INC | $19.9M |
HEQTSIMPLIFY EXCHANGE TRADED FUN | $19.8M |
COSTCOSTCO WHSL CORP NEW | $19.5M |
WMTWALMART INC | $19.3M |
AMZNAMAZON COM INC | $18.1M |
FLBLFRANKLIN TEMPLETON ETF TR | $17.8M |
METAMETA PLATFORMS INC | $16.9M |
CLOIVANECK ETF TRUST | $16.5M |
IEMGISHARES INC | $16.1M |
ABBVABBVIE INC | $14.4M |
FTLSFIRST TR EXCH TRADED FD III | $14.3M |
CVXCHEVRON CORP NEW | $13.9M |
HIGHSIMPLIFY EXCHANGE TRADED FUN | $13.5M |
HELOJ P MORGAN EXCHANGE TRADED F | $13.0M |
IGROISHARES TR | $12.9M |
IBMINTERNATIONAL BUSINESS MACHS | $12.9M |
EMREMERSON ELEC CO | $12.9M |
AVEMAMERICAN CENTY ETF TR | $12.5M |
MAMASTERCARD INCORPORATED | $12.2M |
MSMMSC INDL DIRECT INC | $12.1M |
PEPPEPSICO INC | $11.5M |
AGOXSTARBOARD INVT TR | $11.4M |
MBSFVALUED ADVISERS TR | $11.4M |
AMGNAMGEN INC | $11.3M |
BROBROWN & BROWN INC | $11.2M |
UDECINNOVATOR ETFS TRUST | $11.1M |
COWZPACER FDS TR | $11.1M |
GGGGRACO INC | $11.1M |
TXNTEXAS INSTRS INC | $11.1M |
IUSBISHARES TR | $10.9M |
JPMJPMORGAN CHASE & CO. | $10.9M |
TSNTYSON FOODS INC | $10.8M |
JNJJOHNSON & JOHNSON | $10.7M |
SPYMSPDR SERIES TRUST | $10.6M |
FLTRVANECK ETF TRUST | $10.3M |
BACVERIZON COMMUNICATIONS INC | $10.2M |
GPCGENUINE PARTS CO | $9.8M |
LECOLINCOLN ELEC HLDGS INC | $9.6M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $9.5M |
LMTLOCKHEED MARTIN CORP | $9.4M |
MOATVANECK ETF TRUST | $9.1M |
APDAIR PRODS & CHEMS INC | $9.1M |
RPMRPM INTL INC | $9.1M |
OCTTAIM ETF PRODUCTS TRUST | $9.0M |
GAUGFIRST TR EXCHNG TRADED FD VI | $8.9M |
NUENUCOR CORP | $8.9M |
UMARINNOVATOR ETFS TRUST | $8.8M |
OREALTY INCOME CORP | $8.6M |
OCTPPGIM ROCK ETF TR | $8.3M |
TDVPROSHARES TR | $8.3M |
CFRCULLEN FROST BANKERS INC | $8.1M |
VMIVALMONT INDS INC | $8.0M |
SPYGSPDR SERIES TRUST | $7.3M |
DOVDOVER CORP | $7.2M |
QUALISHARES TR | $7.0M |
SCHDSCHWAB STRATEGIC TR | $7.0M |
NKENIKE INC | $6.6M |
TMOTHERMO FISHER SCIENTIFIC INC | $6.6M |
IVVISHARES TR | $6.4M |
SPYDSPDR SERIES TRUST | $6.3M |
SPYSPDR S&P 500 ETF TR | $6.2M |
ICOWPACER FDS TR | $6.2M |
SCHXSCHWAB STRATEGIC TR | $6.1M |
STZCONSTELLATION BRANDS INC | $6.0M |
AZNASTRAZENECA PLC | $6.0M |
SCHGSCHWAB STRATEGIC TR | $6.0M |
FTSMFIRST TR EXCHANGE-TRADED FD | $5.8M |
LNGCHENIERE ENERGY INC | $5.7M |
SPGIS&P GLOBAL INC | $5.4M |
DYNFBLACKROCK ETF TRUST | $5.4M |
BXBLACKSTONE INC | $5.3M |
PLTRPALANTIR TECHNOLOGIES INC | $5.2M |
SEMICOLUMBIA ETF TR I | $5.2M |
BOXXEA SERIES TRUST | $5.1M |
GOOGLALPHABET INC | $4.7M |
AVGOBROADCOM INC | $4.6M |
IWMISHARES TR | $4.4M |
ADBEADOBE INC | $4.4M |
TSLATESLA INC | $4.3M |
ALBALBEMARLE CORP | $4.3M |
EFGISHARES TR | $4.3M |
EFVISHARES TR | $4.3M |
ROPROPER TECHNOLOGIES INC | $4.0M |
BBUSJ P MORGAN EXCHANGE TRADED F | $3.9M |
NDQINVESCO QQQ TR | $3.8M |
XOMEXXON MOBIL CORP | $3.7M |
ESGUISHARES TR | $3.5M |
IVWISHARES TR | $3.3M |
IYWISHARES TR | $3.1M |
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