WealthPlan Investment Management, LLC Q3 2022 Filing
Filed December 12, 2022
Portfolio Value
$1.4T
Holdings
373
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (373 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $87.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $39.3M |
VTIVANGUARD INDEX FDS | $34.0M |
BUFRFIRST TR EXCHNG TRADED FD VI | $25.2M |
DGROISHARES TR | $25.0M |
COWZPACER FDS TR | $24.1M |
PEPPEPSICO INC | $22.8M |
HEQTSIMPLIFY EXCHANGE TRADED FUN | $22.7M |
JNJJOHNSON & JOHNSON | $21.6M |
WPCWP CAREY INC | $21.5M |
ADMARCHER DANIELS MIDLAND CO | $21.2M |
BKHBLACK HILLS CORP | $20.0M |
NUENUCOR CORP | $19.9M |
CVXCHEVRON CORP NEW | $19.8M |
GPCGENUINE PARTS CO | $19.7M |
OREALTY INCOME CORP | $19.6M |
FTLSFIRST TR EXCH TRADED FD III | $19.5M |
MSMMSC INDL DIRECT INC | $19.4M |
ABTABBOTT LABS | $17.4M |
MOATVANECK ETF TRUST | $17.4M |
CASYCASEYS GEN STORES INC | $17.2M |
DEODIAGEO PLC | $17.1M |
ABBVABBVIE INC | $17.1M |
SYYSYSCO CORP | $16.9M |
GGGGRACO INC | $16.6M |
APDAIR PRODS & CHEMS INC | $16.4M |
CHRWC H ROBINSON WORLDWIDE INC | $15.7M |
DYHTARGET CORP | $15.5M |
SCHPSCHWAB STRATEGIC TR | $15.0M |
IGROISHARES TR | $15.0M |
AMAXSTARBOARD INVT TR | $14.8M |
SCHFSCHWAB STRATEGIC TR | $14.6M |
MDTMEDTRONIC PLC | $14.4M |
AVEMAMERICAN CENTY ETF TR | $14.2M |
AGOXSTARBOARD INVT TR | $14.2M |
TXNTEXAS INSTRS INC | $14.0M |
SPABSPDR SER TR | $13.5M |
COSTCOSTCO WHSL CORP NEW | $13.4M |
GOOGALPHABET INC | $12.9M |
SWKSTANLEY BLACK & DECKER INC | $12.9M |
MINOPIMCO ETF TR | $12.7M |
LMTLOCKHEED MARTIN CORP | $12.7M |
IVEISHARES TR | $12.5M |
CFRCULLEN FROST BANKERS INC | $11.7M |
IEMGISHARES INC | $11.4M |
IVVISHARES TR | $10.8M |
SECTNORTHERN LTS FD TR IV | $10.3M |
AMZNAMAZON COM INC | $10.1M |
FLTRVANECK ETF TRUST | $10.1M |
IVWISHARES TR | $9.9M |
MSFTMICROSOFT CORP | $9.8M |
STZCONSTELLATION BRANDS INC | $9.5M |
BACVERIZON COMMUNICATIONS INC | $9.3M |
MAMASTERCARD INCORPORATED | $9.1M |
VMIVALMONT INDS INC | $8.6M |
IOCTINNOVATOR ETFS TR | $8.4M |
DHRDANAHER CORPORATION | $8.0M |
RAAXVANECK ETF TRUST | $8.0M |
JPMJPMORGAN CHASE & CO | $7.3M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $6.9M |
JEPIJ P MORGAN EXCHANGE TRADED F | $6.6M |
SCHDSCHWAB STRATEGIC TR | $6.4M |
METAMETA PLATFORMS INC | $6.2M |
UNPUNION PAC CORP | $5.9M |
CSTKINVESCO ACTIVELY MANAGED ETF | $5.3M |
PJULINNOVATOR ETFS TR | $5.2M |
PJANINNOVATOR ETFS TR | $5.1M |
AZNASTRAZENECA PLC | $5.1M |
FSKFS KKR CAP CORP | $4.9M |
IVOLKRANESHARES TR | $4.9M |
SRLNSSGA ACTIVE ETF TR | $4.8M |
SPYMSPDR SER TR | $4.8M |
XSEPFIRST TR EXCHNG TRADED FD VI | $4.8M |
EMLPFIRST TR EXCHANGE-TRADED FD | $4.7M |
CSBVICTORY PORTFOLIOS II | $4.5M |
FTSMFIRST TR EXCHANGE-TRADED FD | $4.4M |
PAPRINNOVATOR ETFS TR | $4.2M |
LOWLOWES COS INC | $4.2M |
PFEPFIZER INC | $4.0M |
CIONCION INVT CORP | $3.8M |
AGGYWISDOMTREE TR | $3.5M |
VBVANGUARD INDEX FDS | $3.5M |
XLFSELECT SECTOR SPDR TR | $3.4M |
VVISA INC | $3.3M |
SPGIS&P GLOBAL INC | $3.2M |
ROPROPER TECHNOLOGIES INC | $3.1M |
NDQINVESCO QQQ TR | $3.1M |
SIXOAIM ETF PRODUCTS TRUST | $3.1M |
MINTPIMCO ETF TR | $3.1M |
INTCINTEL CORP | $3.1M |
GOOGLALPHABET INC | $3.0M |
SPYDSPDR SER TR | $3.0M |
SONOSONOS INC | $2.8M |
XOMEXXON MOBIL CORP | $2.8M |
GDXVANECK ETF TRUST | $2.7M |
TSLATESLA INC | $2.7M |
BKEBUCKLE INC | $2.6M |
ADBEADOBE SYSTEMS INCORPORATED | $2.5M |
SHCRUSDSHARECARE INC | $2.5M |
SPYSPDR S&P 500 ETF TR | $2.4M |
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