WealthPlan Investment Management, LLC Q2 2025 Filing
Filed July 28, 2025
Portfolio Value
$1.4B
Holdings
344
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (344 positions)
| Stock | Value |
|---|---|
AOSSMITH A O CORP | $2.9M |
VLTOVERALTO CORP | $2.9M |
ORCLORACLE CORP | $2.9M |
UNPUNION PAC CORP | $2.9M |
SNPSSYNOPSYS INC | $2.8M |
GBTCGRAYSCALE BITCOIN TRUST ETF | $2.7M |
AGGYWISDOMTREE TR | $2.7M |
OEFISHARES TR | $2.7M |
LLYELI LILLY & CO | $2.6M |
XSOEWISDOMTREE TR | $2.6M |
DGRWWISDOMTREE TR | $2.5M |
NFLXNETFLIX INC | $2.5M |
ASTSAST SPACEMOBILE INC | $2.4M |
JIREJ P MORGAN EXCHANGE TRADED F | $2.4M |
LULULULULEMON ATHLETICA INC | $2.4M |
CATCATERPILLAR INC | $2.3M |
MBBISHARES TR | $2.3M |
TDIVFIRST TR EXCHANGE TRADED FD | $2.2M |
TLTISHARES TR | $2.2M |
JCPBJ P MORGAN EXCHANGE TRADED F | $2.2M |
JHIDJOHN HANCOCK EXCHANGE TRADED | $2.2M |
IVLUISHARES TR | $2.1M |
XTENBONDBLOXX ETF TRUST | $2.1M |
SPTMSPDR SERIES TRUST | $2.0M |
XLGINVESCO EXCHANGE TRADED FD T | $2.0M |
DTHWISDOMTREE TR | $2.0M |
PJANINNOVATOR ETFS TRUST | $1.9M |
OUSAALPS ETF TR | $1.9M |
EMXCISHARES INC | $1.9M |
LOWLOWES COS INC | $1.9M |
JEPIJ P MORGAN EXCHANGE TRADED F | $1.8M |
EPSWISDOMTREE TR | $1.8M |
CMFISHARES TR | $1.8M |
UBERUBER TECHNOLOGIES INC | $1.7M |
4I1PHILIP MORRIS INTL INC | $1.7M |
JGLOJ P MORGAN EXCHANGE TRADED F | $1.7M |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $1.7M |
MTUMISHARES TR | $1.7M |
IAU*ISHARES GOLD TR | $1.6M |
PFEPFIZER INC | $1.6M |
INTCINTEL CORP | $1.6M |
PGPROCTER AND GAMBLE CO | $1.6M |
OUSMALPS ETF TR | $1.6M |
BINCBLACKROCK ETF TRUST II | $1.6M |
REGLPROSHARES TR | $1.6M |
NEARISHARES U S ETF TR | $1.5M |
VVISA INC | $1.5M |
DEMWISDOMTREE TR | $1.5M |
GSGOLDMAN SACHS GROUP INC | $1.5M |
DNLWISDOMTREE TR | $1.5M |
GQ9SPDR GOLD TR | $1.5M |
MCDMCDONALDS CORP | $1.5M |
THCTENET HEALTHCARE CORP | $1.5M |
JAVAJ P MORGAN EXCHANGE TRADED F | $1.4M |
CATXPERSPECTIVE THERAPEUTICS INC | $1.4M |
IWNISHARES TR | $1.4M |
FBTCFIDELITY WISE ORIGIN BITCOIN | $1.4M |
ARCCARES CAPITAL CORP | $1.4M |
BJULINNOVATOR ETFS TRUST | $1.3M |
JGROJ P MORGAN EXCHANGE TRADED F | $1.3M |
AVIGAMERICAN CENTY ETF TR | $1.3M |
JULTAIM ETF PRODUCTS TRUST | $1.3M |
DELLDELL TECHNOLOGIES INC | $1.3M |
BFEBINNOVATOR ETFS TRUST | $1.3M |
SDVYFIRST TR EXCHANGE-TRADED FD | $1.3M |
ZLABZAI LAB LTD | $1.3M |
DECTAIM ETF PRODUCTS TRUST | $1.3M |
VOOVANGUARD INDEX FDS | $1.3M |
HDHOME DEPOT INC | $1.1M |
MKLMARKEL GROUP INC | $1.1M |
NVSNNOVARTIS AG | $1.1M |
GOLFACUSHNET HLDGS CORP | $1.1M |
MRKMERCK & CO INC | $1.1M |
IWPISHARES TR | $1.1M |
VRTVERTIV HOLDINGS CO | $1.1M |
VIGVANGUARD SPECIALIZED FUNDS | $1.1M |
AQLTISHARES TR | $1.0M |
ISRGINTUITIVE SURGICAL INC | $1.0M |
ADPAUTOMATIC DATA PROCESSING IN | $995K |
PRFINVESCO EXCHANGE TRADED FD T | $983K |
LRCXLAM RESEARCH CORP | $956K |
HEFAISHARES TR | $954K |
WFCWELLS FARGO CO NEW | $933K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $894K |
ABTABBOTT LABS | $882K |
AVUSAMERICAN CENTY ETF TR | $867K |
XLKSELECT SECTOR SPDR TR | $864K |
DJDINVESCO EXCHANGE TRADED FD T | $863K |
OCTWAIM ETF PRODUCTS TRUST | $855K |
PBSEPGIM ROCK ETF TR | $852K |
MRCPPGIM ROCK ETF TR | $850K |
FSCOFS CREDIT OPPORTUNITIES CORP | $850K |
EMBISHARES TR | $844K |
SPHYSPDR SERIES TRUST | $828K |
HIMSHIMS & HERS HEALTH INC | $818K |
ITOTISHARES TR | $808K |
HONHONEYWELL INTL INC | $803K |
IEVISHARES TR | $793K |
KRKROGER CO | $783K |
KOCOCA COLA CO | $744K |