WealthPlan Investment Management, LLC Q3 2024 Filing
Filed November 5, 2024
Portfolio Value
$987.5B
Holdings
247
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (247 positions)
| Stock | Value |
|---|---|
SQFTEURPRESIDIO PPTY TR INC | $994K |
NEARISHARES U S ETF TR | $975K |
XSOEWISDOMTREE TR | $705K |
SQFTWPRESIDIO PPTY TR INC | $666K |
INTCINTEL CORP | $588K |
SPHYSPDR SER TR | $481K |
AAPLAPPLE INC | $83K |
VTIVANGUARD INDEX FDS | $32K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $24K |
SCHFSCHWAB STRATEGIC TR | $20K |
GOOGALPHABET INC | $17K |
DGROISHARES TR | $16K |
SPABSPDR SER TR | $16K |
WMTWALMART INC | $16K |
IEMGISHARES INC | $15K |
COSTCOSTCO WHSL CORP NEW | $15K |
IVEISHARES TR | $15K |
CASYCASEYS GEN STORES INC | $15K |
ABBVABBVIE INC | $14K |
PEPPEPSICO INC | $13K |
CLOIVANECK ETF TRUST | $13K |
FLBLFRANKLIN TEMPLETON ETF TR | $13K |
METAMETA PLATFORMS INC | $12K |
AMGNAMGEN INC | $12K |
AMZNAMAZON COM INC | $12K |
HIGHSIMPLIFY EXCHANGE TRADED FUN | $12K |
BROBROWN & BROWN INC | $11K |
CVXCHEVRON CORP NEW | $11K |
BUFRFIRST TR EXCHNG TRADED FD VI | $11K |
TXNTEXAS INSTRS INC | $10K |
GGGGRACO INC | $10K |
RPMRPM INTL INC | $10K |
HEQTSIMPLIFY EXCHANGE TRADED FUN | $10K |
NUENUCOR CORP | $10K |
MSFTMICROSOFT CORP | $10K |
NVDANVIDIA CORPORATION | $10K |
IBMINTERNATIONAL BUSINESS MACHS | $10K |
HRLHORMEL FOODS CORP | $10K |
MSMMSC INDL DIRECT INC | $10K |
FSEPFIRST TR EXCHNG TRADED FD VI | $9K |
GPCGENUINE PARTS CO | $9K |
BACVERIZON COMMUNICATIONS INC | $9K |
LMTLOCKHEED MARTIN CORP | $9K |
MBSFVALUED ADVISERS TR | $9K |
MAMASTERCARD INCORPORATED | $9K |
JNJJOHNSON & JOHNSON | $9K |
OREALTY INCOME CORP | $8K |
FLTRVANECK ETF TRUST | $8K |
FTLSFIRST TR EXCH TRADED FD III | $8K |
APDAIR PRODS & CHEMS INC | $8K |
HELOJ P MORGAN EXCHANGE TRADED F | $7K |
EMREMERSON ELEC CO | $7K |
DHRDANAHER CORPORATION | $7K |
LECOLINCOLN ELEC HLDGS INC | $7K |
SEPTAIM ETF PRODUCTS TRUST | $7K |
FAUGFIRST TR EXCHNG TRADED FD VI | $7K |
BSEPINNOVATOR ETFS TRUST | $7K |
STZCONSTELLATION BRANDS INC | $7K |
VMIVALMONT INDS INC | $7K |
COWZPACER FDS TR | $6K |
DOVDOVER CORP | $6K |
NKENIKE INC | $6K |
CFRCULLEN FROST BANKERS INC | $6K |
AVEMAMERICAN CENTY ETF TR | $6K |
AZNASTRAZENECA PLC | $6K |
AGOXSTARBOARD INVT TR | $6K |
IGROISHARES TR | $6K |
JPMJPMORGAN CHASE & CO. | $6K |
AUGMFIRST TR EXCHNG TRADED FD VI | $5K |
SPYDSPDR SER TR | $5K |
MOATVANECK ETF TRUST | $5K |
NDQINVESCO QQQ TR | $5K |
TDIVFIRST TR EXCHANGE-TRADED FD | $5K |
ONON SEMICONDUCTOR CORP | $5K |
CATXPERSPECTIVE THERAPEUTICS INC | $4K |
SPGIS&P GLOBAL INC | $4K |
FTSMFIRST TR EXCHANGE-TRADED FD | $4K |
IWMISHARES TR | $4K |
BXBLACKSTONE INC | $4K |
ALBALBEMARLE CORP | $4K |
TDVPROSHARES TR | $4K |
ICOWPACER FDS TR | $3K |
AOSSMITH A O CORP | $3K |
SEMICOLUMBIA ETF TR I | $3K |
BOXXEA SERIES TRUST | $3K |
SPYGSPDR SER TR | $3K |
GOOGLALPHABET INC | $3K |
AGGYWISDOMTREE TR | $3K |
AVGOBROADCOM INC | $2K |
LNGCHENIERE ENERGY INC | $2K |
ROPROPER TECHNOLOGIES INC | $2K |
IVVISHARES TR | $2K |
IVWISHARES TR | $2K |
LOWLOWES COS INC | $2K |
NOWSERVICENOW INC | $2K |
FMCFMC CORP | $2K |
TSLATESLA INC | $2K |
PFEPFIZER INC | $2K |
VLTOVERALTO CORP | $2K |
IWPISHARES TR | $2K |
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