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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | EMBISHARES TR | 2,661 | $0 | 0.00% | |
| 202 | PSEPINNOVATOR ETFS TRUST | 8,352 | $0 | 0.00% | |
| 203 | VGTVANGUARD WORLD FD | 561 | $0 | 0.00% | |
| 204 | DUKDUKE ENERGY CORP NEW | 3,151 | $0 | 0.00% | |
| 205 | REETISHARES TR | 26,051 | $0 | 0.00% | |
| 206 | CHRWC H ROBINSON WORLDWIDE INC | 5,033 | $0 | 0.00% | |
| 207 | ESGUISHARES TR | 3,153 | $0 | 0.00% | |
| 208 | CZRCAESARS ENTERTAINMENT INC NE | 6,475 | $0 | 0.00% | |
| 209 | VLYVALLEY NATL BANCORP | 15,846 | $0 | 0.00% | |
| 210 | EYLDCAMBRIA ETF TR | 9,970 | $0 | 0.00% | |
| 211 | PFLPIMCO INCOME STRATEGY FD | 16,350 | $0 | 0.00% | |
| 212 | NVRNVR INC | 35 | $0 | 0.00% | |
| 213 | NOBLPROSHARES TR | 8,573 | $0 | 0.00% | |
| 214 | DEDEERE & CO | 841 | $0 | 0.00% | |
| 215 | EWEDWARDS LIFESCIENCES CORP | 6,900 | $0 | 0.00% | |
| 216 | ISRGINTUITIVE SURGICAL INC | 1,983 | $0 | 0.00% | |
| 217 | MDLZMONDELEZ INTL INC | 4,246 | $0 | 0.00% | |
| 218 | AEPAMERICAN ELEC PWR CO INC | 4,800 | $0 | 0.00% | |
| 219 | SMHVANECK ETF TRUST | 1,012 | $0 | 0.00% | |
| 220 | VIGVANGUARD SPECIALIZED FUNDS | 4,265 | $0 | 0.00% | |
| 221 | WMWASTE MGMT INC DEL | 1,000 | $0 | 0.00% | |
| 222 | CINFCINCINNATI FINL CORP | 2,068 | $0 | 0.00% | |
| 223 | CSTKINVESCO ACTIVELY MANAGED EXC | 6,171 | $0 | 0.00% | |
| 224 | NJANINNOVATOR ETFS TRUST | 6,487 | $0 | 0.00% | |
| 225 | SPYVSPDR SER TR | 5,680 | $0 | 0.00% | |
| 226 | DCTHDELCATH SYS INC | 17,443 | $0 | 0.00% | |
| 227 | BTCGBPGRAYSCALE BITCOIN MINI TR BT | 32,507 | $0 | 0.00% | |
| 228 | CAGCONAGRA BRANDS INC | 9,114 | $0 | 0.00% | |
| 229 | LEADSIREN ETF TR | 5,400 | $0 | 0.00% | |
| 230 | BPBP PLC | 8,065 | $0 | 0.00% | |
| 231 | MOALTRIA GROUP INC | 6,922 | $0 | 0.00% | |
| 232 | VRTXVERTEX PHARMACEUTICALS INC | 1,366 | $0 | 0.00% | |
| 233 | SBUXSTARBUCKS CORP | 6,567 | $0 | 0.00% | |
| 234 | BABOEING CO | 3,694 | $0 | 0.00% | |
| 235 | AMDADVANCED MICRO DEVICES INC | 1,492 | $0 | 0.00% | |
| 236 | XSVNBONDBLOXX ETF TRUST | 13,368 | $0 | 0.00% | |
| 237 | TSNTYSON FOODS INC | 9,971 | $0 | 0.00% | |
| 238 | LIFLIFE360 INC | 9,745 | $0 | 0.00% | |
| 239 | PGPROCTER AND GAMBLE CO | 1,711 | $0 | 0.00% | |
| 240 | BKEBUCKLE INC | 10,761 | $0 | 0.00% | |
| 241 | SCHWSCHWAB CHARLES CORP | 5,413 | $0 | 0.00% | |
| 242 | DYHTARGET CORP | 2,121 | $0 | 0.00% | |
| 243 | DNLWISDOMTREE TR | 22,668 | $0 | 0.00% | |
| 244 | PLTRPALANTIR TECHNOLOGIES INC | 14,601 | $0 | 0.00% | |
| 245 | VRTVERTIV HOLDINGS CO | 6,478 | $0 | 0.00% | |
| 246 | GEVGE VERNOVA INC | 844 | $0 | 0.00% | |
| 247 | DONSPDR DOW JONES INDL AVERAGE | 548 | $0 | 0.00% |
PreviousPage 3 of 3