WealthPLAN Partners, LLC Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$709.4B
Holdings
245
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (245 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 213,870 | $47.5B | 6.70% | |
| 2 | BRK/BBERKSHIRE HATHAWAY INC DEL | 74,819 | $39.8B | 5.62% | |
| 3 | BUFRFIRST TR EXCHNG TRADED FD VI | 638,883 | $19.0B | 2.67% | |
| 4 | COWZPACER FDS TR | 315,473 | $17.3B | 2.44% | |
| 5 | DGROISHARES TR | 278,880 | $17.2B | 2.43% | |
| 6 | SECTNORTHERN LTS FD TR IV | 313,031 | $16.0B | 2.25% | |
| 7 | HEQTSIMPLIFY EXCHANGE TRADED FUN | 534,849 | $15.3B | 2.15% | |
| 8 | VTIVANGUARD INDEX FDS | 54,398 | $15.0B | 2.11% | |
| 9 | MOATVANECK ETF TRUST | 164,281 | $14.5B | 2.04% | |
| 10 | AMZNAMAZON COM INC | 65,056 | $12.4B | 1.74% | |
| 11 | IVVISHARES TR | 21,096 | $11.9B | 1.67% | |
| 12 | FTLSFIRST TR EXCH TRADED FD III | 167,093 | $10.7B | 1.51% | |
| 13 | CLOIVANECK ETF TRUST | 192,958 | $10.2B | 1.44% | |
| 14 | HELOJ P MORGAN EXCHANGE TRADED F | 170,528 | $10.2B | 1.43% | |
| 15 | COSTCOSTCO WHSL CORP NEW | 10,575 | $10.0B | 1.41% | |
| 16 | IGROISHARES TR | 135,203 | $9.8B | 1.38% | |
| 17 | NVDANVIDIA CORPORATION | 86,242 | $9.3B | 1.32% | |
| 18 | NDQINVESCO QQQ TR | 19,268 | $9.0B | 1.27% | |
| 19 | WMTWALMART INC | 92,981 | $8.2B | 1.15% | |
| 20 | MSFTMICROSOFT CORP | 21,142 | $7.9B | 1.12% | |
| 21 | AVEMAMERICAN CENTY ETF TR | 127,986 | $7.7B | 1.09% | |
| 22 | AGOXSTARBOARD INVT TR | 309,334 | $7.6B | 1.07% | |
| 23 | JNJJOHNSON & JOHNSON | 41,735 | $6.9B | 0.98% | |
| 24 | SPYGSPDR SER TR | 85,178 | $6.8B | 0.97% | |
| 25 | ABBVABBVIE INC | 31,681 | $6.6B | 0.94% | |
| 26 | CASYCASEYS GEN STORES INC | 14,661 | $6.4B | 0.90% | |
| 27 | BROBROWN & BROWN INC | 50,775 | $6.3B | 0.89% | |
| 28 | JPMJPMORGAN CHASE & CO. | 25,247 | $6.2B | 0.87% | |
| 29 | CVXCHEVRON CORP NEW | 36,726 | $6.1B | 0.87% | |
| 30 | IVWISHARES TR | 65,343 | $6.1B | 0.86% | |
| 31 | SCHDSCHWAB STRATEGIC TR | 215,808 | $6.0B | 0.85% | |
| 32 | GOOGALPHABET INC | 38,410 | $6.0B | 0.85% | |
| 33 | FLBLFRANKLIN TEMPLETON ETF TR | 230,081 | $5.5B | 0.78% | |
| 34 | IBMINTERNATIONAL BUSINESS MACHS | 22,221 | $5.5B | 0.78% | |
| 35 | SPYMSPDR SER TR | 83,978 | $5.5B | 0.78% | |
| 36 | PEPPEPSICO INC | 35,993 | $5.4B | 0.76% | |
| 37 | STXVEA SERIES TRUST | 172,166 | $5.3B | 0.74% | |
| 38 | OREALTY INCOME CORP | 88,728 | $5.1B | 0.73% | |
| 39 | TDVPROSHARES TR | 69,774 | $5.1B | 0.72% | |
| 40 | STXGEA SERIES TRUST | 124,164 | $5.0B | 0.70% | |
| 41 | UNPUNION PAC CORP | 20,711 | $4.9B | 0.69% | |
| 42 | HRLHORMEL FOODS CORP | 157,262 | $4.9B | 0.69% | |
| 43 | MSMMSC INDL DIRECT INC | 59,883 | $4.7B | 0.66% | |
| 44 | GGGGRACO INC | 55,333 | $4.6B | 0.65% | |
| 45 | ICOWPACER FDS TR | 146,530 | $4.6B | 0.65% | |
| 46 | FLTRVANECK ETF TRUST | 178,556 | $4.6B | 0.64% | |
| 47 | RPMRPM INTL INC | 39,367 | $4.6B | 0.64% | |
| 48 | BACVERIZON COMMUNICATIONS INC | 99,673 | $4.5B | 0.64% | |
| 49 | CFRCULLEN FROST BANKERS INC | 35,657 | $4.5B | 0.63% | |
| 50 | UDECINNOVATOR ETFS TRUST | 129,442 | $4.4B | 0.63% | |
| 51 | AMGNAMGEN INC | 13,997 | $4.4B | 0.61% | |
| 52 | MBSFVALUED ADVISERS TR | 170,388 | $4.3B | 0.61% | |
| 53 | SCHZSCHWAB STRATEGIC TR | 182,342 | $4.2B | 0.60% | |
| 54 | TXNTEXAS INSTRS INC | 23,212 | $4.2B | 0.59% | |
| 55 | METAMETA PLATFORMS INC | 7,067 | $4.1B | 0.57% | |
| 56 | LECOLINCOLN ELEC HLDGS INC | 20,983 | $4.0B | 0.56% | |
| 57 | MAMASTERCARD INCORPORATED | 7,216 | $4.0B | 0.56% | |
| 58 | GPCGENUINE PARTS CO | 33,132 | $3.9B | 0.56% | |
| 59 | APDAIR PRODS & CHEMS INC | 13,167 | $3.9B | 0.55% | |
| 60 | BJULINNOVATOR ETFS TRUST | 88,140 | $3.8B | 0.54% | |
| 61 | PAAAPGIM ETF TR | 74,138 | $3.8B | 0.54% | |
| 62 | BFEBINNOVATOR ETFS TRUST | 90,955 | $3.8B | 0.53% | |
| 63 | EMREMERSON ELEC CO | 34,212 | $3.8B | 0.53% | |
| 64 | DECTAIM ETF PRODUCTS TRUST | 120,162 | $3.7B | 0.53% | |
| 65 | JULTAIM ETF PRODUCTS TRUST | 97,178 | $3.7B | 0.52% | |
| 66 | IUSBISHARES TR | 77,619 | $3.6B | 0.50% | |
| 67 | HIGHSIMPLIFY EXCHANGE TRADED FUN | 160,649 | $3.5B | 0.50% | |
| 68 | SEMICOLUMBIA ETF TR I | 156,700 | $3.5B | 0.49% | |
| 69 | NUENUCOR CORP | 26,919 | $3.2B | 0.46% | |
| 70 | BUYWNORTHERN LTS FD TR IV | 231,700 | $3.2B | 0.45% | |
| 71 | TSLATESLA INC | 12,049 | $3.1B | 0.44% | |
| 72 | LMTLOCKHEED MARTIN CORP | 6,851 | $3.1B | 0.43% | |
| 73 | DOVDOVER CORP | 16,546 | $2.9B | 0.41% | |
| 74 | QUALISHARES TR | 16,580 | $2.8B | 0.40% | |
| 75 | BXBLACKSTONE INC | 20,011 | $2.8B | 0.39% | |
| 76 | VYMVANGUARD WHITEHALL FDS | 21,537 | $2.8B | 0.39% | |
| 77 | NKENIKE INC | 40,874 | $2.6B | 0.37% | |
| 78 | IVEISHARES TR | 13,239 | $2.5B | 0.36% | |
| 79 | STXKEA SERIES TRUST | 86,764 | $2.5B | 0.35% | |
| 80 | DYNFBLACKROCK ETF TRUST | 49,592 | $2.4B | 0.34% | |
| 81 | TCAFT ROWE PRICE ETF INC | 73,760 | $2.4B | 0.34% | |
| 82 | XLVSELECT SECTOR SPDR TR | 16,015 | $2.3B | 0.33% | |
| 83 | STRVEA SERIES TRUST | 64,749 | $2.3B | 0.33% | |
| 84 | STXTEA SERIES TRUST | 114,768 | $2.3B | 0.33% | |
| 85 | PNCPNC FINL SVCS GROUP INC | 12,629 | $2.2B | 0.31% | |
| 86 | RSPINVESCO EXCHANGE TRADED FD T | 12,500 | $2.2B | 0.31% | |
| 87 | STZCONSTELLATION BRANDS INC | 11,624 | $2.1B | 0.30% | |
| 88 | XLFSELECT SECTOR SPDR TR | 41,606 | $2.1B | 0.29% | |
| 89 | TMOTHERMO FISHER SCIENTIFIC INC | 4,146 | $2.1B | 0.29% | |
| 90 | SPGIS&P GLOBAL INC | 3,883 | $2.0B | 0.28% | |
| 91 | ADBEADOBE INC | 5,096 | $2.0B | 0.28% | |
| 92 | ALBALBEMARLE CORP | 26,047 | $1.9B | 0.26% | |
| 93 | EFVISHARES TR | 30,620 | $1.8B | 0.25% | |
| 94 | BKEBUCKLE INC | 46,816 | $1.8B | 0.25% | |
| 95 | LNGCHENIERE ENERGY INC | 7,615 | $1.8B | 0.25% | |
| 96 | GOOGLALPHABET INC | 11,371 | $1.8B | 0.25% | |
| 97 | MCKMCKESSON CORP | 2,495 | $1.7B | 0.24% | |
| 98 | ROPROPER TECHNOLOGIES INC | 2,840 | $1.7B | 0.24% | |
| 99 | LLYELI LILLY & CO | 1,998 | $1.7B | 0.23% | |
| 100 | BSEPINNOVATOR ETFS TRUST | 38,557 | $1.6B | 0.23% |
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