WealthPlan Investment Management, LLC Q3 2023 Filing
Filed November 9, 2023
Portfolio Value
$860.5B
Holdings
316
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (316 positions)
| Stock | Value |
|---|---|
INTCINTEL CORP | $891K |
SQFTWPRESIDIO PPTY TR INC | $760K |
RTXRTX CORPORATION | $648K |
SPHYSPDR SER TR | $516K |
BONDPIMCO ETF TR | $176K |
IJRISHARES TR | $94K |
FNDFSCHWAB STRATEGIC TR | $63K |
AAPLAPPLE INC | $56K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $33K |
VTIVANGUARD INDEX FDS | $29K |
COWZPACER FDS TR | $20K |
SCHFSCHWAB STRATEGIC TR | $15K |
DGROISHARES TR | $15K |
BUFRFIRST TR EXCHNG TRADED FD VI | $14K |
HEQTSIMPLIFY EXCHANGE TRADED FUN | $13K |
SPABSPDR SER TR | $13K |
MOATVANECK ETF TRUST | $13K |
IEMGISHARES INC | $12K |
IVEISHARES TR | $11K |
SECTNORTHERN LTS FD TR IV | $11K |
JNJJOHNSON & JOHNSON | $10K |
FTLSFIRST TR EXCH TRADED FD III | $10K |
MINOPIMCO ETF TR | $10K |
IVVISHARES TR | $9K |
AMZNAMAZON COM INC | $9K |
MSMMSC INDL DIRECT INC | $9K |
PEPPEPSICO INC | $9K |
CVXCHEVRON CORP NEW | $9K |
CASYCASEYS GEN STORES INC | $8K |
ADMARCHER DANIELS MIDLAND CO | $8K |
ABBVABBVIE INC | $8K |
AGOXSTARBOARD INVT TR | $8K |
NUENUCOR CORP | $8K |
COSTCOSTCO WHSL CORP NEW | $7K |
ABTABBOTT LABS | $7K |
AVEMAMERICAN CENTY ETF TR | $7K |
GGGGRACO INC | $7K |
WMTWALMART INC | $7K |
IGROISHARES TR | $7K |
GOOGALPHABET INC | $7K |
WPCWP CAREY INC | $7K |
OREALTY INCOME CORP | $7K |
GPCGENUINE PARTS CO | $7K |
MINTPIMCO ETF TR | $6K |
GBILGOLDMAN SACHS ETF TR | $6K |
IBMINTERNATIONAL BUSINESS MACHS | $6K |
APDAIR PRODS & CHEMS INC | $6K |
BKHBLACK HILLS CORP | $6K |
BACVERIZON COMMUNICATIONS INC | $6K |
TXNTEXAS INSTRS INC | $6K |
MSFTMICROSOFT CORP | $6K |
LECOLINCOLN ELEC HLDGS INC | $6K |
XBJLINNOVATOR ETFS TR | $5K |
AMAXSTARBOARD INVT TR | $5K |
SPYMSPDR SER TR | $5K |
DEODIAGEO PLC | $5K |
JEPIJ P MORGAN EXCHANGE TRADED F | $5K |
CFRCULLEN FROST BANKERS INC | $5K |
FSKFS KKR CAP CORP | $5K |
CLOIVANECK ETF TRUST | $5K |
NKENIKE INC | $5K |
SCHDSCHWAB STRATEGIC TR | $4K |
NDQINVESCO QQQ TR | $4K |
FLTRVANECK ETF TRUST | $4K |
FTSMFIRST TR EXCHANGE-TRADED FD | $4K |
CIONCION INVT CORP | $4K |
JPMJPMORGAN CHASE & CO | $4K |
IOCTINNOVATOR ETFS TR | $4K |
MAMASTERCARD INCORPORATED | $4K |
UMBFUMB FINL CORP | $4K |
LMTLOCKHEED MARTIN CORP | $4K |
MCHPMICROCHIP TECHNOLOGY INC. | $3K |
SGOVISHARES TR | $3K |
SPYGSPDR SER TR | $3K |
UNPUNION PAC CORP | $3K |
STZCONSTELLATION BRANDS INC | $3K |
XLFSELECT SECTOR SPDR TR | $3K |
SEMICOLUMBIA ETF TR I | $3K |
SCHZSCHWAB STRATEGIC TR | $3K |
XSVNBONDBLOXX ETF TRUST | $3K |
IVWISHARES TR | $3K |
TDVPROSHARES TR | $3K |
METAMETA PLATFORMS INC | $3K |
VBVANGUARD INDEX FDS | $3K |
MCHMATTHEWS ASIA FDS | $3K |
STXGEA SERIES TRUST | $2K |
FPFFIRST TR EXCH TRD ALPHDX FD | $2K |
RODMLATTICE STRATEGIES TR | $2K |
DHRDANAHER CORPORATION | $2K |
SCHPSCHWAB STRATEGIC TR | $2K |
XSEPFIRST TR EXCHNG TRADED FD VI | $2K |
AGGYWISDOMTREE TR | $2K |
SPYDSPDR SER TR | $2K |
CIBRFIRST TR EXCHANGE TRADED FD | $2K |
CALFPACER FDS TR | $2K |
PJANINNOVATOR ETFS TR | $2K |
STXVEA SERIES TRUST | $2K |
TSLATESLA INC | $2K |
GDXVANECK ETF TRUST | $2K |
XGDVXGABELLI DIVID & INCOME TR | $2K |
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