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 |
|---|---|
IWBISHARES TR | $722K |
WPCWP CAREY INC | $721K |
CRWDCROWDSTRIKE HLDGS INC | $720K |
BABOEING CO | $714K |
NOBLPROSHARES TR | $711K |
OSCROSCAR HEALTH INC | $709K |
DONSPDR DOW JONES INDL AVERAGE | $705K |
JMEEJ P MORGAN EXCHANGE TRADED F | $703K |
SUSLISHARES TR | $702K |
NOCNORTHROP GRUMMAN CORP | $698K |
SPMDSPDR SERIES TRUST | $692K |
LIFLIFE360 INC | $692K |
SUSUNCOR ENERGY INC NEW | $688K |
SCHASCHWAB STRATEGIC TR | $678K |
TLHISHARES TR | $658K |
XHLFBONDBLOXX ETF TRUST | $640K |
BKEBUCKLE INC | $638K |
BACBANK AMERICA CORP | $632K |
TRVCCITIGROUP INC | $627K |
REETISHARES TR | $600K |
NTSXWISDOMTREE TR | $591K |
DUKDUKE ENERGY CORP NEW | $583K |
PWZINVESCO EXCH TRADED FD TR II | $560K |
SCHESCHWAB STRATEGIC TR | $556K |
EWEDWARDS LIFESCIENCES CORP | $553K |
VGTVANGUARD WORLD FD | $543K |
DEDEERE & CO | $537K |
UMBFUMB FINL CORP | $536K |
SFLRINNOVATOR ETFS TRUST | $534K |
FEXFIRST TR EXCHANGE-TRADED ALP | $533K |
SCHPSCHWAB STRATEGIC TR | $533K |
VUGVANGUARD INDEX FDS | $530K |
HYLBDBX ETF TR | $525K |
BONDPIMCO ETF TR | $523K |
GEVGE VERNOVA INC | $520K |
AEPAMERICAN ELEC PWR CO INC | $511K |
BMYBRISTOL-MYERS SQUIBB CO | $509K |
DFEBFIRST TR EXCHNG TRADED FD VI | $496K |
USMVISHARES TR | $478K |
SCHZSCHWAB STRATEGIC TR | $476K |
CEGCONSTELLATION ENERGY CORP | $474K |
XFIVBONDBLOXX ETF TRUST | $472K |
SCHWSCHWAB CHARLES CORP | $465K |
NJANINNOVATOR ETFS TRUST | $463K |
RPVINVESCO EXCHANGE TRADED FD T | $460K |
DHRDANAHER CORPORATION | $457K |
AGGISHARES TR | $444K |
TMUST-MOBILE US INC | $443K |
XYLXYLEM INC | $440K |
SGOLETFS GOLD TR | $435K |
MOALTRIA GROUP INC | $432K |
SPTISPDR SERIES TRUST | $431K |
SPEMSPDR INDEX SHS FDS | $431K |
VTVVANGUARD INDEX FDS | $429K |
XSVNBONDBLOXX ETF TRUST | $425K |
SHYISHARES TR | $424K |
SHOPSHOPIFY INC | $419K |
DDTOINNOVATOR ETFS TRUST | $414K |
SPDWSPDR INDEX SHS FDS | $413K |
SBUXSTARBUCKS CORP | $409K |
VVVANGUARD INDEX FDS | $407K |
SCHISCHWAB STRATEGIC TR | $402K |
LEADSIREN ETF TR | $395K |
FFORD MTR CO | $388K |
TRVTRAVELERS COMPANIES INC | $378K |
PMAYINNOVATOR ETFS TRUST | $376K |
MUBISHARES TR | $375K |
SPOTSPOTIFY TECHNOLOGY S A | $372K |
CMCSACOMCAST CORP NEW | $366K |
UNHUNITEDHEALTH GROUP INC | $358K |
IGMISHARES TR | $351K |
EYLDCAMBRIA ETF TR | $348K |
TAT&T INC | $348K |
VBKVANGUARD INDEX FDS | $345K |
GILDGILEAD SCIENCES INC | $344K |
VTEBVANGUARD MUN BD FDS | $343K |
XLISELECT SECTOR SPDR TR | $336K |
MAGSLISTED FDS TR | $336K |
ETNEATON CORP PLC | $327K |
FDXFEDEX CORP | $327K |
VEUVANGUARD INTL EQUITY INDEX F | $326K |
SMCISUPER MICRO COMPUTER INC | $323K |
AVLCAMERICAN CENTY ETF TR | $323K |
CINFCINCINNATI FINL CORP | $314K |
DXYZDESTINY TECH100 INC | $313K |
MDLZMONDELEZ INTL INC | $311K |
BTCGRAYSCALE BITCOIN MINI TR ET | $310K |
XUSPINNOVATOR ETFS TRUST | $309K |
QCOMQUALCOMM INC | $305K |
DISDISNEY WALT CO | $304K |
SPYVSPDR SERIES TRUST | $299K |
AVDEAMERICAN CENTY ETF TR | $296K |
XLESELECT SECTOR SPDR TR | $296K |
GEGE AEROSPACE | $296K |
LWLAMB WESTON HLDGS INC | $286K |
RRRICHTECH ROBOTICS INC | $281K |
NVRNVR INC | $281K |
BLKBLACKROCK INC | $277K |
MIGAMICROSTRATEGY INC | $277K |
MINOPIMCO ETF TR | $276K |