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 |
|---|---|
MINOPIMCO ETF TR | $276K |
WMWASTE MGMT INC DEL | $268K |
BNDVANGUARD BD INDEX FDS | $263K |
VYMVANGUARD WHITEHALL FDS | $262K |
GNMAISHARES TR | $259K |
AMDADVANCED MICRO DEVICES INC | $252K |
IJTISHARES TR | $252K |
UTRERBB FD INC | $252K |
OBILRBB FD INC | $251K |
CHRWC H ROBINSON WORLDWIDE INC | $250K |
IJHISHARES TR | $246K |
BSXBOSTON SCIENTIFIC CORP | $243K |
SLVISHARES SILVER TR | $241K |
SYYSYSCO CORP | $240K |
DDECFIRST TR EXCHNG TRADED FD VI | $239K |
NOWSERVICENOW INC | $239K |
DCTHDELCATH SYS INC | $237K |
CMCCOMMERCIAL METALS CO | $235K |
BPBP PLC | $233K |
RODMLATTICE STRATEGIES TR | $232K |
AVUVAMERICAN CENTY ETF TR | $232K |
KBWBINVESCO EXCH TRADED FD TR II | $227K |
GMGENERAL MTRS CO | $223K |
ALSALLSTATE CORP | $221K |
VLUEISHARES TR | $221K |
PJUNINNOVATOR ETFS TRUST | $216K |
MPCMARATHON PETE CORP | $216K |
IEFISHARES TR | $216K |
PCARPACCAR INC | $216K |
DIALCOLUMBIA ETF TR I | $214K |
RPGINVESCO EXCHANGE TRADED FD T | $213K |
DOWDOW INC | $210K |
ICVTISHARES TR | $206K |
PDECINNOVATOR ETFS TRUST | $205K |
ESGEISHARES INC | $201K |
AGQPROSHARES TR | $201K |
PGXINVESCO EXCH TRADED FD TR II | $181K |
SDDPROSHARES TR | $164K |
PFLPIMCO INCOME STRATEGY FD | $148K |
VLYVALLEY NATL BANCORP | $142K |
AMAXSTARBOARD INVT TR | $103K |
AGNCAGNC INVT CORP | $97K |
G3VGREEN PLAINS INC | $70K |
SANASANA BIOTECHNOLOGY INC | $48K |
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