WealthPlan Investment Management, LLC Q4 2024 Filing
Filed January 30, 2025
Portfolio Value
$1.0B
Holdings
262
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (262 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $90.6M |
VTIVANGUARD INDEX FDS | $34.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $24.7M |
SCHFSCHWAB STRATEGIC TR | $20.5M |
GOOGALPHABET INC | $19.8M |
DGROISHARES TR | $19.5M |
SPABSPDR SER TR | $18.7M |
HEQTSIMPLIFY EXCHANGE TRADED FUN | $17.7M |
WMTWALMART INC | $17.2M |
IVEISHARES TR | $16.2M |
IEMGISHARES INC | $16.0M |
COSTCOSTCO WHSL CORP NEW | $15.6M |
CASYCASEYS GEN STORES INC | $14.9M |
AMZNAMAZON COM INC | $14.4M |
FLBLFRANKLIN TEMPLETON ETF TR | $14.0M |
CLOIVANECK ETF TRUST | $13.7M |
SPYDSPDR SER TR | $13.4M |
HELOJ P MORGAN EXCHANGE TRADED F | $13.4M |
METAMETA PLATFORMS INC | $13.4M |
BUFRFIRST TR EXCHNG TRADED FD VI | $12.9M |
ABBVABBVIE INC | $12.9M |
HIGHSIMPLIFY EXCHANGE TRADED FUN | $11.5M |
PEPPEPSICO INC | $11.1M |
CVXCHEVRON CORP NEW | $11.0M |
NVDANVIDIA CORPORATION | $11.0M |
MSFTMICROSOFT CORP | $10.4M |
RPMRPM INTL INC | $10.2M |
GGGGRACO INC | $10.2M |
HRLHORMEL FOODS CORP | $10.1M |
BROBROWN & BROWN INC | $10.1M |
MAMASTERCARD INCORPORATED | $10.0M |
FTLSFIRST TR EXCH TRADED FD III | $9.7M |
IBMINTERNATIONAL BUSINESS MACHS | $9.6M |
MBSFVALUED ADVISERS TR | $9.4M |
TXNTEXAS INSTRS INC | $9.3M |
MSMMSC INDL DIRECT INC | $9.1M |
EMREMERSON ELEC CO | $8.9M |
AMGNAMGEN INC | $8.8M |
BACVERIZON COMMUNICATIONS INC | $8.6M |
FLTRVANECK ETF TRUST | $8.6M |
APDAIR PRODS & CHEMS INC | $8.5M |
FNOVFIRST TR EXCHNG TRADED FD VI | $8.3M |
JNJJOHNSON & JOHNSON | $8.2M |
GPCGENUINE PARTS CO | $7.8M |
LECOLINCOLN ELEC HLDGS INC | $7.8M |
CLIPGLOBAL X FDS | $7.8M |
LMTLOCKHEED MARTIN CORP | $7.6M |
CFRCULLEN FROST BANKERS INC | $7.6M |
VMIVALMONT INDS INC | $7.5M |
JPMJPMORGAN CHASE & CO. | $7.2M |
NUENUCOR CORP | $7.0M |
OREALTY INCOME CORP | $6.9M |
COWZPACER FDS TR | $6.8M |
IGROISHARES TR | $6.7M |
OCTTAIM ETF PRODUCTS TRUST | $6.7M |
DOVDOVER CORP | $6.7M |
BNOVINNOVATOR ETFS TRUST | $6.7M |
FOCTFIRST TR EXCHNG TRADED FD VI | $6.7M |
STZCONSTELLATION BRANDS INC | $6.7M |
AVEMAMERICAN CENTY ETF TR | $6.5M |
AGOXSTARBOARD INVT TR | $6.4M |
DHRDANAHER CORPORATION | $5.9M |
AZNASTRAZENECA PLC | $5.8M |
MOATVANECK ETF TRUST | $5.7M |
FTSMFIRST TR EXCHANGE-TRADED FD | $5.4M |
NKENIKE INC | $5.3M |
SIXOAIM ETF PRODUCTS TRUST | $5.0M |
TDVPROSHARES TR | $4.6M |
SPGIS&P GLOBAL INC | $4.5M |
SPYGSPDR SER TR | $4.2M |
ONON SEMICONDUCTOR CORP | $4.1M |
BOXXEA SERIES TRUST | $4.1M |
GOOGLALPHABET INC | $3.9M |
ALBALBEMARLE CORP | $3.9M |
BXBLACKSTONE INC | $3.9M |
LNGCHENIERE ENERGY INC | $3.9M |
DJDINVESCO EXCHANGE TRADED FD T | $3.9M |
VIGVANGUARD SPECIALIZED FUNDS | $3.8M |
TSLATESLA INC | $3.6M |
NDQINVESCO QQQ TR | $3.4M |
SEMICOLUMBIA ETF TR I | $3.4M |
IVVISHARES TR | $3.2M |
ICOWPACER FDS TR | $3.2M |
ROPROPER TECHNOLOGIES INC | $3.1M |
NOWSERVICENOW INC | $3.0M |
SPYSPDR S&P 500 ETF TR | $2.9M |
IWMISHARES TR | $2.9M |
ADBEADOBE INC | $2.9M |
AGGYWISDOMTREE TR | $2.8M |
PLTRPALANTIR TECHNOLOGIES INC | $2.7M |
VLTOVERALTO CORP | $2.5M |
GBTCGRAYSCALE BITCOIN TRUST ETF | $2.4M |
UNPUNION PAC CORP | $2.4M |
LULULULULEMON ATHLETICA INC | $2.3M |
TDIVFIRST TR EXCHANGE-TRADED FD | $2.3M |
LOWLOWES COS INC | $2.3M |
CATCATERPILLAR INC | $2.2M |
TMOTHERMO FISHER SCIENTIFIC INC | $2.2M |
SPTMSPDR SER TR | $2.2M |
TLTISHARES TR | $2.1M |
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