WealthPlan Investment Management, LLC Q2 2022 Filing
Filed September 7, 2022
Portfolio Value
$1.4B
Holdings
382
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (382 positions)
| Stock | Value |
|---|---|
IRTINDEPENDENCE RLTY TR INC | $740K |
—INVESCO EXCH TRADED FD TR II | $735K |
DISDISNEY WALT CO | $734K |
XYZBLOCK INC | $730K |
VUGVANGUARD INDEX FDS | $725K |
BBHYJ P MORGAN EXCHANGE-TRADED F | $725K |
BACBK OF AMERICA CORP | $720K |
REGLPROSHARES TR | $714K |
REETISHARES TR | $713K |
DDECFIRST TR EXCHNG TRADED FD VI | $692K |
BALLBALL CORP | $691K |
WMSADVANCED DRAIN SYS INC DEL | $686K |
USMVISHARES TR | $678K |
NCLHNORWEGIAN CRUISE LINE HLDG L | $673K |
QYLDGLOBAL X FDS | $673K |
PSAPUBLIC STORAGE | $669K |
PRFINVESCO EXCHANGE TRADED FD T | $662K |
VEUVANGUARD INTL EQUITY INDEX F | $661K |
SPYGSPDR SER TR | $656K |
IPGINTERPUBLIC GROUP COS INC | $655K |
KOCOCA COLA CO | $640K |
HYLBDBX ETF TR | $637K |
SIXJAIM ETF PRODUCTS TRUST | $635K |
DOWDOW INC | $626K |
GOLFACUSHNET HLDGS CORP | $625K |
MDLZMONDELEZ INTL INC | $605K |
VTIPVANGUARD MALVERN FDS | $605K |
ISTBISHARES TR | $599K |
DNLWISDOMTREE TR | $598K |
CMCSACOMCAST CORP NEW | $586K |
FEXFIRST TR LRGE CP CORE ALPHA | $583K |
PFFISHARES TR | $576K |
FDXFEDEX CORP | $573K |
CSMPROSHARES TR | $573K |
IBMINTERNATIONAL BUSINESS MACHS | $563K |
SWCHEURSWITCH INC | $558K |
CAGCONAGRA BRANDS INC | $552K |
BPBP PLC | $552K |
SBUXSTARBUCKS CORP | $551K |
TAT&T INC | $550K |
VOVANGUARD INDEX FDS | $540K |
IGIBISHARES TR | $535K |
EMBISHARES TR | $522K |
HRLHORMEL FOODS CORP | $522K |
LWLAMB WESTON HLDGS INC | $513K |
NEENEXTERA ENERGY INC | $506K |
XLKSELECT SECTOR SPDR TR | $504K |
IWDISHARES TR | $503K |
ANAUTONATION INC | $502K |
HDVISHARES TR | $496K |
PBPINVESCO EXCHANGE TRADED FD T | $492K |
PJUNINNOVATOR ETFS TR | $488K |
FADFIRST TR MULTI CAP GROWTH AL | $487K |
SCHESCHWAB STRATEGIC TR | $487K |
IJRISHARES TR | $484K |
LUVSOUTHWEST AIRLS CO | $481K |
PYPLPAYPAL HLDGS INC | $475K |
BABAALIBABA GROUP HLDG LTD | $473K |
USHYISHARES TR | $471K |
GQ9SPDR GOLD TR | $462K |
NYFISHARES TR | $459K |
IVTINVENTRUST PPTYS CORP | $456K |
ITOTISHARES TR | $453K |
ZMZOOM VIDEO COMMUNICATIONS IN | $452K |
TRYBARINGS BDC INC | $447K |
TIPISHARES TR | $447K |
FALNISHARES TR | $437K |
TMOTHERMO FISHER SCIENTIFIC INC | $437K |
PAUGINNOVATOR ETFS TR | $432K |
MUBISHARES TR | $430K |
USIGISHARES TR | $426K |
CHICALAMOS CONV OPPORTUNITIES & | $423K |
COMTISHARES U S ETF TR | $420K |
RZGINVESCO EXCHANGE TRADED FD T | $415K |
FDLFIRST TR MORNINGSTAR DIVID L | $412K |
AOMISHARES TR | $411K |
OUSAGBPOSI ETF TR | $408K |
VRIGINVESCO ACTIVELY MANAGED ETF | $404K |
MKLMARKEL CORP | $391K |
CRSPCRISPR THERAPEUTICS AG | $382K |
AOAISHARES TR | $380K |
MCXMCCORMICK & CO INC | $379K |
IYWISHARES TR | $377K |
HYGISHARES TR | $374K |
ROKROCKWELL AUTOMATION INC | $372K |
MDYSPDR S&P MIDCAP 400 ETF TR | $372K |
NEMNEWMONT CORP | $371K |
CMACOMERICA INC | $371K |
VTWOVANGUARD SCOTTSDALE FDS | $371K |
BIVVANGUARD BD INDEX FDS | $368K |
CSCOCISCO SYS INC | $367K |
COINCOINBASE GLOBAL INC | $362K |
GEGENERAL ELECTRIC CO | $359K |
FTCSFIRST TR EXCHANGE-TRADED FD | $358K |
XLVSELECT SECTOR SPDR TR | $354K |
AQLTISHARES TR | $354K |
IWBISHARES TR | $351K |
NOBLPROSHARES TR | $346K |
NKENIKE INC | $343K |
QCOMQUALCOMM INC | $341K |