WealthPLAN Partners, LLC Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$709.4M
Holdings
245
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (245 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | TJXTJX COS INC NEW | 2,861 | $348K | 0.05% | |
| 202 | HEFAISHARES TR | 9,380 | $340K | 0.05% | |
| 203 | ARCCARES CAPITAL CORP | 15,296 | $338K | 0.05% | |
| 204 | SCHWSCHWAB CHARLES CORP | 4,314 | $337K | 0.05% | |
| 205 | XLKSELECT SECTOR SPDR TR | 1,629 | $336K | 0.05% | |
| 206 | VEAVANGUARD TAX-MANAGED FDS | 6,569 | $333K | 0.05% | |
| 207 | NFLXNETFLIX INC | 350 | $326K | 0.05% | |
| 208 | FSKFS KKR CAP CORP | 15,199 | $317K | 0.04% | |
| 209 | SLYGSPDR SER TR | 3,765 | $312K | 0.04% | |
| 210 | MDLZMONDELEZ INTL INC | 4,581 | $310K | 0.04% | |
| 211 | SPSMSPDR SER TR | 7,558 | $308K | 0.04% | |
| 212 | NSCNORFOLK SOUTHN CORP | 1,287 | $304K | 0.04% | |
| 213 | BABOEING CO | 1,783 | $304K | 0.04% | |
| 214 | VUGVANGUARD INDEX FDS | 819 | $303K | 0.04% | |
| 215 | JHIDJOHN HANCOCK EXCHANGE TRADED | 9,881 | $302K | 0.04% | |
| 216 | KOCOCA COLA CO | 4,079 | $292K | 0.04% | |
| 217 | PAUGINNOVATOR ETFS TRUST | 7,755 | $292K | 0.04% | |
| 218 | XLESELECT SECTOR SPDR TR | 3,124 | $291K | 0.04% | |
| 219 | 4I1PHILIP MORRIS INTL INC | 1,803 | $286K | 0.04% | |
| 220 | FVDFIRST TR VALUE LINE DIVID IN | 6,306 | $281K | 0.04% | |
| 221 | KKRKKR & CO INC | 2,411 | $278K | 0.04% | |
| 222 | RDVYFIRST TR EXCHANGE TRADED FD | 4,693 | $274K | 0.04% | |
| 223 | BSVVANGUARD BD INDEX FDS | 3,365 | $263K | 0.04% | |
| 224 | SGOVISHARES TR | 2,582 | $259K | 0.04% | |
| 225 | ROKROCKWELL AUTOMATION INC | 1,004 | $259K | 0.04% | |
| 226 | FSCOFS CREDIT OPPORTUNITIES CORP | 36,032 | $254K | 0.04% | |
| 227 | FNDFSCHWAB STRATEGIC TR | 6,962 | $251K | 0.04% | |
| 228 | CSCOCISCO SYS INC | 4,067 | $250K | 0.04% | |
| 229 | SPMDSPDR SER TR | 4,896 | $250K | 0.04% | |
| 230 | IAU*ISHARES GOLD TR | 4,130 | $243K | 0.03% | |
| 231 | QQQINEOS ETF TRUST | 5,131 | $243K | 0.03% | |
| 232 | MINOPIMCO ETF TR | 5,324 | $238K | 0.03% | |
| 233 | RGTIRIGETTI COMPUTING INC | 29,926 | $237K | 0.03% | |
| 234 | AXPAMERICAN EXPRESS CO | 880 | $236K | 0.03% | |
| 235 | VWOVANGUARD INTL EQUITY INDEX F | 5,154 | $233K | 0.03% | |
| 236 | MUMICRON TECHNOLOGY INC | 2,681 | $232K | 0.03% | |
| 237 | WFCWELLS FARGO CO NEW | 3,211 | $230K | 0.03% | |
| 238 | VCSHVANGUARD SCOTTSDALE FDS | 2,902 | $229K | 0.03% | |
| 239 | DNLWISDOMTREE TR | 6,308 | $225K | 0.03% | |
| 240 | SHOPSHOPIFY INC | 2,310 | $220K | 0.03% | |
| 241 | SBUXSTARBUCKS CORP | 2,220 | $217K | 0.03% | |
| 242 | ADPAUTOMATIC DATA PROCESSING IN | 703 | $214K | 0.03% | |
| 243 | DSLDOUBLELINE INCOME SOLUTIONS | 13,575 | $171K | 0.02% | |
| 244 | AGNCAGNC INVT CORP | 12,485 | $119K | 0.02% | |
| 245 | AMAXSTARBOARD INVT TR | 16,050 | $118K | 0.02% |
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