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 |
|---|---|
VGTVANGUARD WORLD FD | $370K |
BMYBRISTOL-MYERS SQUIBB CO | $370K |
SPDWSPDR INDEX SHS FDS | $369K |
LWLAMB WESTON HLDGS INC | $364K |
LEADSIREN ETF TR | $361K |
CMGCHIPOTLE MEXICAN GRILL INC | $360K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $354K |
PGPROCTER AND GAMBLE CO | $332K |
VBKVANGUARD INDEX FDS | $332K |
SHOPSHOPIFY INC | $332K |
CEGCONSTELLATION ENERGY CORP | $329K |
SPEMSPDR INDEX SHS FDS | $328K |
CMCSACOMCAST CORP NEW | $317K |
DOWDOW INC | $315K |
NJANINNOVATOR ETFS TRUST | $312K |
BONDPIMCO ETF TR | $308K |
DYHTARGET CORP | $308K |
CHRWC H ROBINSON WORLDWIDE INC | $306K |
EYLDCAMBRIA ETF TR | $306K |
MOALTRIA GROUP INC | $303K |
SPYVSPDR SER TR | $302K |
CINFCINCINNATI FINL CORP | $299K |
VTVVANGUARD INDEX FDS | $298K |
GMGENERAL MTRS CO | $287K |
NVRNVR INC | $286K |
VEUVANGUARD INTL EQUITY INDEX F | $285K |
GEVGE VERNOVA INC | $280K |
CSRCENTERSPACE | $277K |
BTCGRAYSCALE BITCOIN MINI TR ET | $272K |
ETNEATON CORP PLC | $271K |
MDLZMONDELEZ INTL INC | $259K |
SCHWSCHWAB CHARLES CORP | $258K |
CAGCONAGRA BRANDS INC | $253K |
PJUNINNOVATOR ETFS TRUST | $252K |
MAGSLISTED FD TR | $250K |
MDTMEDTRONIC PLC | $250K |
VYMVANGUARD WHITEHALL FDS | $249K |
SYYSYSCO CORP | $247K |
EMBISHARES TR | $242K |
BPBP PLC | $241K |
BGBUNGE GLOBAL SA | $237K |
PCARPACCAR INC | $235K |
FFORD MTR CO | $235K |
DDECFIRST TR EXCHNG TRADED FD VI | $233K |
RODMLATTICE STRATEGIES TR | $226K |
WMWASTE MGMT INC DEL | $222K |
CSTKINVESCO ACTIVELY MANAGED EXC | $221K |
BSXBOSTON SCIENTIFIC CORP | $219K |
GQ9SPDR GOLD TR | $219K |
SMCISUPER MICRO COMPUTER INC | $217K |
SPOTSPOTIFY TECHNOLOGY S A | $217K |
TAT&T INC | $213K |
ALSALLSTATE CORP | $212K |
DCTHDELCATH SYS INC | $210K |
SMHVANECK ETF TRUST | $209K |
DIALCOLUMBIA ETF TR I | $206K |
PGXINVESCO EXCH TRADED FD TR II | $173K |
VLYVALLEY NATL BANCORP | $144K |
PFLPIMCO INCOME STRATEGY FD | $140K |
TRYBARINGS BDC INC | $133K |
GSITGSI TECHNOLOGY INC | $114K |
SQFTEURPRESIDIO PPTY TR INC | $12K |
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