WealthPlan Investment Management, LLC Q4 2024 Filing
Filed January 30, 2025
Portfolio Value
$1.0T
Holdings
262
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (262 positions)
| Stock | Value |
|---|---|
AVGOBROADCOM INC | $2.1B |
AOSSMITH A O CORP | $2.0B |
DTHWISDOMTREE TR | $2.0B |
FMCFMC CORP | $1.8B |
OUSAALPS ETF TR | $1.8B |
DGRWWISDOMTREE TR | $1.8B |
IVWISHARES TR | $1.8B |
PJANINNOVATOR ETFS TRUST | $1.8B |
PFEPFIZER INC | $1.7B |
NEARISHARES U S ETF TR | $1.6B |
XOMEXXON MOBIL CORP | $1.6B |
DEMWISDOMTREE TR | $1.6B |
NFLXNETFLIX INC | $1.6B |
SCHDSCHWAB STRATEGIC TR | $1.6B |
OUSMALPS ETF TR | $1.5B |
LLYELI LILLY & CO | $1.5B |
SNPSSYNOPSYS INC | $1.4B |
SCHXSCHWAB STRATEGIC TR | $1.4B |
IWNISHARES TR | $1.3B |
INTCINTEL CORP | $1.3B |
CATXPERSPECTIVE THERAPEUTICS INC | $1.3B |
VUSBVANGUARD BD INDEX FDS | $1.2B |
JEPIJ P MORGAN EXCHANGE TRADED F | $1.2B |
JHIDJOHN HANCOCK EXCHANGE TRADED | $1.2B |
SDVYFIRST TR EXCHANGE-TRADED FD | $1.1B |
GOLFACUSHNET HLDGS CORP | $1.1B |
MCDMCDONALDS CORP | $1.0B |
REGLPROSHARES TR | $1.0B |
ORCLORACLE CORP | $1.0B |
ZLABZAI LAB LTD | $1.0B |
FSCOFS CREDIT OPPORTUNITIES CORP | $1.0B |
IWPISHARES TR | $986.7M |
NVSNNOVARTIS AG | $923.9M |
ARCCARES CAPITAL CORP | $892.4M |
DNLWISDOMTREE TR | $861.9M |
NOBLPROSHARES TR | $848.9M |
ISRGINTUITIVE SURGICAL INC | $806.4M |
MKLMARKEL GROUP INC | $794.1M |
VRTVERTIV HOLDINGS CO | $766.5M |
ADPAUTOMATIC DATA PROCESSING IN | $758.0M |
WFCWELLS FARGO CO NEW | $744.9M |
XHLFBONDBLOXX ETF TRUST | $737.2M |
PRFINVESCO EXCHANGE TRADED FD T | $736.8M |
SPMDSPDR SER TR | $729.4M |
SCHASCHWAB STRATEGIC TR | $715.3M |
FBTCFIDELITY WISE ORIGIN BITCOIN | $712.1M |
XLKSELECT SECTOR SPDR TR | $673.8M |
SFLRINNOVATOR ETFS TRUST | $651.6M |
SPHYSPDR SER TR | $642.0M |
HIMSHIMS & HERS HEALTH INC | $636.7M |
UNHUNITEDHEALTH GROUP INC | $632.1M |
REETISHARES TR | $604.0M |
BKEBUCKLE INC | $581.6M |
TSNTYSON FOODS INC | $577.5M |
ITOTISHARES TR | $576.5M |
APOCINNOVATOR ETFS TRUST | $566.4M |
OCTMFIRST TR EXCHNG TRADED FD VI | $564.6M |
NOVMFIRST TR EXCHNG TRADED FD VI | $564.1M |
OCTWAIM ETF PRODUCTS TRUST | $563.0M |
HYLBDBX ETF TR | $556.8M |
SCHPSCHWAB STRATEGIC TR | $552.9M |
DUKDUKE ENERGY CORP NEW | $550.5M |
EFGISHARES TR | $547.2M |
WPCWP CAREY INC | $539.9M |
VVISA INC | $537.5M |
DFEBFIRST TR EXCHNG TRADED FD VI | $522.1M |
BACBANK AMERICA CORP | $521.6M |
FEXFIRST TR LRGE CP CORE ALPHA | $519.7M |
EWEDWARDS LIFESCIENCES CORP | $510.8M |
BABOEING CO | $510.3M |
ABTABBOTT LABS | $508.3M |
UMBFUMB FINL CORP | $506.7M |
SCHESCHWAB STRATEGIC TR | $504.3M |
DEDEERE & CO | $489.9M |
DXYZDESTINY TECH100 INC | $482.2M |
FDXFEDEX CORP | $472.7M |
KOCOCA COLA CO | $464.8M |
AGGISHARES TR | $461.5M |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $460.6M |
HONHONEYWELL INTL INC | $457.7M |
AEPAMERICAN ELEC PWR CO INC | $447.1M |
DDTOINNOVATOR ETFS TRUST | $442.9M |
VUGVANGUARD INDEX FDS | $442.1M |
RPVINVESCO EXCHANGE TRADED FD T | $439.5M |
ESGUISHARES TR | $423.7M |
SCHISCHWAB STRATEGIC TR | $418.8M |
SBUXSTARBUCKS CORP | $415.7M |
UBERUBER TECHNOLOGIES INC | $415.1M |
LIFLIFE360 INC | $412.4M |
XSVNBONDBLOXX ETF TRUST | $409.5M |
SHYISHARES TR | $404.2M |
XSOEWISDOMTREE TR | $400.6M |
XYLXYLEM INC | $394.5M |
4I1PHILIP MORRIS INTL INC | $391.1M |
XUSPINNOVATOR ETFS TRUST | $384.3M |
CRWDCROWDSTRIKE HLDGS INC | $380.5M |
DONSPDR DOW JONES INDL AVERAGE | $374.4M |
VVVANGUARD INDEX FDS | $373.5M |
PMAYINNOVATOR ETFS TRUST | $371.7M |
VGTVANGUARD WORLD FD | $370.5M |