WealthPLAN Partners, LLC Q2 2025 Filing
Filed July 28, 2025
Portfolio Value
$621.4M
Holdings
254
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (254 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | RTXRTX CORPORATION | 2,301 | $336K | 0.05% | |
| 202 | VUGVANGUARD INDEX FDS | 762 | $334K | 0.05% | |
| 203 | SGOVISHARES TR | 3,301 | $332K | 0.05% | |
| 204 | NSCNORFOLK SOUTHN CORP | 1,287 | $329K | 0.05% | |
| 205 | PULSPGIM ETF TR | 6,542 | $325K | 0.05% | |
| 206 | HRLHORMEL FOODS CORP | 10,627 | $321K | 0.05% | |
| 207 | REGLPROSHARES TR | 3,916 | $319K | 0.05% | |
| 208 | ROKROCKWELL AUTOMATION INC | 959 | $318K | 0.05% | |
| 209 | IJHISHARES TR | 5,070 | $314K | 0.05% | |
| 210 | PAUGINNOVATOR ETFS TRUST | 7,755 | $313K | 0.05% | |
| 211 | FSKFS KKR CAP CORP | 15,052 | $311K | 0.05% | |
| 212 | BABOEING CO | 1,481 | $310K | 0.05% | |
| 213 | KKRKKR & CO INC | 2,330 | $309K | 0.05% | |
| 214 | MDLZMONDELEZ INTL INC | 4,581 | $308K | 0.05% | |
| 215 | OCTWAIM ETF PRODUCTS TRUST | 8,291 | $306K | 0.05% | |
| 216 | SCUSSCHWAB STRATEGIC TR | 11,992 | $302K | 0.05% | |
| 217 | USMVISHARES TR | 3,163 | $296K | 0.05% | |
| 218 | BFEBINNOVATOR ETFS TRUST | 6,631 | $296K | 0.05% | |
| 219 | VEAVANGUARD TAX-MANAGED FDS | 5,133 | $292K | 0.05% | |
| 220 | FVDFIRST TR EXCHANGE-TRADED FD | 6,490 | $290K | 0.05% | |
| 221 | PBSEPGIM ROCK ETF TR | 10,476 | $290K | 0.05% | |
| 222 | MRCPPGIM ROCK ETF TR | 9,700 | $289K | 0.05% | |
| 223 | SPMDSPDR SERIES TRUST | 5,212 | $283K | 0.05% | |
| 224 | VTVVANGUARD INDEX FDS | 1,592 | $281K | 0.05% | |
| 225 | AXPAMERICAN EXPRESS CO | 880 | $280K | 0.05% | |
| 226 | CSCOCISCO SYS INC | 4,038 | $279K | 0.04% | |
| 227 | 4I1PHILIP MORRIS INTL INC | 1,511 | $275K | 0.04% | |
| 228 | TJXTJX COS INC NEW | 2,205 | $272K | 0.04% | |
| 229 | COPCONOCOPHILLIPS | 3,027 | $271K | 0.04% | |
| 230 | QQQINEOS ETF TRUST | 5,137 | $267K | 0.04% | |
| 231 | FNDFSCHWAB STRATEGIC TR | 6,599 | $264K | 0.04% | |
| 232 | FSCOFS CREDIT OPPORTUNITIES CORP | 36,032 | $261K | 0.04% | |
| 233 | BSVVANGUARD BD INDEX FDS | 3,310 | $260K | 0.04% | |
| 234 | IAU*ISHARES GOLD TR | 4,081 | $254K | 0.04% | |
| 235 | SBUXSTARBUCKS CORP | 2,559 | $234K | 0.04% | |
| 236 | JULTAIM ETF PRODUCTS TRUST | 5,585 | $233K | 0.04% | |
| 237 | DISDISNEY WALT CO | 1,871 | $232K | 0.04% | |
| 238 | SLYGSPDR SERIES TRUST | 2,586 | $229K | 0.04% | |
| 239 | VCSHVANGUARD SCOTTSDALE FDS | 2,883 | $229K | 0.04% | |
| 240 | HONHONEYWELL INTL INC | 981 | $228K | 0.04% | |
| 241 | AUGPPGIM ROCK ETF TR | 7,933 | $227K | 0.04% | |
| 242 | STIPISHARES TR | 2,188 | $225K | 0.04% | |
| 243 | VWOVANGUARD INTL EQUITY INDEX F | 4,536 | $224K | 0.04% | |
| 244 | ADPAUTOMATIC DATA PROCESSING IN | 730 | $224K | 0.04% | |
| 245 | DHRDANAHER CORPORATION | 1,129 | $223K | 0.04% | |
| 246 | DECTAIM ETF PRODUCTS TRUST | 6,510 | $217K | 0.03% | |
| 247 | LPLALPL FINL HLDGS INC | 578 | $216K | 0.03% | |
| 248 | MMM3M CO | 1,335 | $203K | 0.03% | |
| 249 | WFCWELLS FARGO CO NEW | 2,509 | $201K | 0.03% | |
| 250 | SHOPSHOPIFY INC | 1,740 | $200K | 0.03% | |
| 251 | DSLDOUBLELINE INCOME SOLUTIONS | 13,575 | $166K | 0.03% | |
| 252 | AGNCAGNC INVT CORP | 12,485 | $114K | 0.02% | |
| 253 | AMAXSTARBOARD INVT TR | 10,799 | $84K | 0.01% | |
| 254 | HN9HANESBRANDS INC | 17,140 | $78K | 0.01% |
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