WealthPlan Investment Management, LLC Q4 2022 Filing
Filed February 15, 2023
Portfolio Value
$1.4B
Holdings
394
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (394 positions)
| Stock | Value |
|---|---|
DNLWISDOMTREE TR | $771K |
LWLAMB WESTON HLDGS INC | $757K |
XLESELECT SECTOR SPDR TR | $755K |
PFFISHARES TR | $754K |
BMYBRISTOL-MYERS SQUIBB CO | $749K |
IPGINTERPUBLIC GROUP COS INC | $748K |
IGSBISHARES TR | $716K |
SPHYSPDR SER TR | $715K |
TLHISHARES TR | $714K |
—INNOVATOR ETFS TR | $707K |
EMBISHARES TR | $702K |
HONHONEYWELL INTL INC | $697K |
KOCOCA COLA CO | $683K |
DAUGFIRST TR EXCHNG TRADED FD VI | $678K |
BALLBALL CORP | $676K |
REETISHARES TR | $667K |
PRFINVESCO EXCHANGE TRADED FD T | $666K |
DOWDOW INC | $664K |
DFEBFIRST TR EXCHNG TRADED FD VI | $654K |
FDXFEDEX CORP | $653K |
IYWISHARES TR | $642K |
DAPRFIRST TR EXCHNG TRADED FD VI | $638K |
FEXFIRST TR LRGE CP CORE ALPHA | $637K |
MDLZMONDELEZ INTL INC | $631K |
FFORD MTR CO DEL | $623K |
DISDISNEY WALT CO | $620K |
VEUVANGUARD INTL EQUITY INDEX F | $619K |
IBMINTERNATIONAL BUSINESS MACHS | $619K |
IWPISHARES TR | $612K |
SPYVSPDR SER TR | $611K |
CMCSACOMCAST CORP NEW | $608K |
HYLBDBX ETF TR | $602K |
NEENEXTERA ENERGY INC | $600K |
GBILGOLDMAN SACHS ETF TR | $599K |
JPSTJ P MORGAN EXCHANGE TRADED F | $597K |
VCSHVANGUARD SCOTTSDALE FDS | $590K |
PIIPOLARIS INC | $584K |
VOOVANGUARD INDEX FDS | $573K |
HDVISHARES TR | $567K |
CAGCONAGRA BRANDS INC | $562K |
SCHESCHWAB STRATEGIC TR | $561K |
EWEDWARDS LIFESCIENCES CORP | $559K |
XYZBLOCK INC | $552K |
PSAPUBLIC STORAGE | $545K |
ISRGINTUITIVE SURGICAL INC | $533K |
—INVESCO EXCH TRADED FD TR II | $529K |
DDTOINNOVATOR ETFS TR | $526K |
JNKSPDR SER TR | $525K |
PJUNINNOVATOR ETFS TR | $524K |
IWDISHARES TR | $515K |
CSMPROSHARES TR | $510K |
AOAISHARES TR | $509K |
LQDISHARES TR | $507K |
BUYWNORTHERN LTS FD TR IV | $501K |
XDSQINNOVATOR ETFS TR | $494K |
BABAALIBABA GROUP HLDG LTD | $490K |
IWOISHARES TR | $484K |
SUNSUNOCO LP/SUNOCO FIN CORP | $482K |
OPERETF SER SOLUTIONS | $481K |
VTIPVANGUARD MALVERN FDS | $479K |
XLKSELECT SECTOR SPDR TR | $479K |
MTUMISHARES TR | $478K |
VOVANGUARD INDEX FDS | $476K |
ITOTISHARES TR | $476K |
IWSISHARES TR | $465K |
WMSADVANCED DRAIN SYS INC DEL | $464K |
SCHGSCHWAB STRATEGIC TR | $462K |
SHYISHARES TR | $451K |
CSCOCISCO SYS INC | $449K |
TIPISHARES TR | $442K |
IUSVISHARES TR | $434K |
ROKROCKWELL AUTOMATION INC | $433K |
TMATNORTHERN LTS FD TR IV | $432K |
HRLHORMEL FOODS CORP | $425K |
MDYSPDR S&P MIDCAP 400 ETF TR | $420K |
EYLDCAMBRIA ETF TR | $408K |
GMGENERAL MTRS CO | $408K |
XYLXYLEM INC | $406K |
RTXRAYTHEON TECHNOLOGIES CORP | $392K |
DRSKETF SER SOLUTIONS | $392K |
QCOMQUALCOMM INC | $391K |
VRIGINVESCO ACTIVELY MANAGED ETF | $391K |
CRSPCRISPR THERAPEUTICS AG | $389K |
STXGEA SERIES TRUST | $388K |
AQLTISHARES TR | $386K |
MKLMARKEL CORP | $376K |
COPCONOCOPHILLIPS | $366K |
IWMISHARES TR | $366K |
UPSUNITED PARCEL SERVICE INC | $363K |
HYGISHARES TR | $361K |
ALBALBEMARLE CORP | $352K |
IWBISHARES TR | $351K |
STXVEA SERIES TRUST | $346K |
ZMZOOM VIDEO COMMUNICATIONS IN | $342K |
XDQQINNOVATOR ETFS TR | $342K |
PYPLPAYPAL HLDGS INC | $342K |
CHPTCHARGEPOINT HOLDINGS INC | $340K |
TJXTJX COS INC NEW | $331K |
ICVTISHARES TR | $329K |
BHPBHP GROUP LTD | $329K |