WealthPLAN Partners, LLC Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$709.4B
Holdings
245
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (245 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MBBISHARES TR | 17,036 | $1.6B | 0.23% | |
| 102 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.6B | 0.23% | |
| 103 | NOWSERVICENOW INC | 1,922 | $1.5B | 0.22% | |
| 104 | VLTOVERALTO CORP | 15,331 | $1.5B | 0.21% | |
| 105 | HDHOME DEPOT INC | 3,955 | $1.4B | 0.20% | |
| 106 | PLTRPALANTIR TECHNOLOGIES INC | 15,718 | $1.3B | 0.19% | |
| 107 | LOWLOWES COS INC | 5,622 | $1.3B | 0.18% | |
| 108 | AOSSMITH A O CORP | 19,847 | $1.3B | 0.18% | |
| 109 | LULULULULEMON ATHLETICA INC | 4,529 | $1.3B | 0.18% | |
| 110 | VVISA INC | 3,611 | $1.3B | 0.18% | |
| 111 | MAINMAIN STR CAP CORP | 21,934 | $1.2B | 0.17% | |
| 112 | STXMEA SERIES TRUST | 50,425 | $1.2B | 0.17% | |
| 113 | IWFISHARES TR | 3,408 | $1.2B | 0.17% | |
| 114 | DHRDANAHER CORPORATION | 5,956 | $1.2B | 0.17% | |
| 115 | SPYSPDR S&P 500 ETF TR | 2,180 | $1.2B | 0.17% | |
| 116 | NOBLPROSHARES TR | 11,773 | $1.2B | 0.17% | |
| 117 | BINCBLACKROCK ETF TRUST II | 22,838 | $1.2B | 0.17% | |
| 118 | EFGISHARES TR | 11,886 | $1.2B | 0.17% | |
| 119 | VOOVANGUARD INDEX FDS | 2,300 | $1.2B | 0.17% | |
| 120 | DEDEERE & CO | 2,481 | $1.2B | 0.16% | |
| 121 | IEMGISHARES INC | 21,497 | $1.2B | 0.16% | |
| 122 | ADMARCHER DANIELS MIDLAND CO | 23,553 | $1.1B | 0.16% | |
| 123 | XOMEXXON MOBIL CORP | 9,312 | $1.1B | 0.16% | |
| 124 | XTENBONDBLOXX ETF TRUST | 23,073 | $1.1B | 0.15% | |
| 125 | SNPSSYNOPSYS INC | 2,496 | $1.1B | 0.15% | |
| 126 | MOALTRIA GROUP INC | 16,816 | $1.0B | 0.14% | |
| 127 | ZOCTINNOVATOR ETFS TRUST | 39,889 | $1.0B | 0.14% | |
| 128 | APOCINNOVATOR ETFS TRUST | 39,667 | $994.8M | 0.14% | |
| 129 | AVGOBROADCOM INC | 5,803 | $971.6M | 0.14% | |
| 130 | EMXCISHARES INC | 17,256 | $950.6M | 0.13% | |
| 131 | SCUSSCHWAB STRATEGIC TR | 35,260 | $888.2M | 0.13% | |
| 132 | PTRBPGIM ETF TR | 20,602 | $859.9M | 0.12% | |
| 133 | IYWISHARES TR | 6,073 | $852.9M | 0.12% | |
| 134 | GQ9SPDR GOLD TR | 2,955 | $851.5M | 0.12% | |
| 135 | SPYVSPDR SER TR | 16,547 | $845.0M | 0.12% | |
| 136 | MRKMERCK & CO INC | 9,194 | $825.2M | 0.12% | |
| 137 | ABTABBOTT LABS | 6,169 | $818.3M | 0.12% | |
| 138 | FLRTPACER FDS TR | 16,772 | $789.8M | 0.11% | |
| 139 | GLDMWORLD GOLD TR | 12,375 | $765.9M | 0.11% | |
| 140 | XLGINVESCO EXCHANGE TRADED FD T | 15,741 | $724.4M | 0.10% | |
| 141 | STXEEA SERIES TRUST | 26,277 | $718.0M | 0.10% | |
| 142 | AQLTISHARES TR | 5,322 | $714.7M | 0.10% | |
| 143 | ONON SEMICONDUCTOR CORP | 17,386 | $707.4M | 0.10% | |
| 144 | KLMNINVESCO EXCH TRADED FD TR II | 7,624 | $705.4M | 0.10% | |
| 145 | INTCINTEL CORP | 30,673 | $696.6M | 0.10% | |
| 146 | DECMFIRST TR EXCHNG TRADED FD VI | 22,663 | $692.8M | 0.10% | |
| 147 | NOVMFIRST TR EXCHNG TRADED FD VI | 22,719 | $691.6M | 0.10% | |
| 148 | OCTWAIM ETF PRODUCTS TRUST | 19,680 | $691.2M | 0.10% | |
| 149 | MCDMCDONALDS CORP | 2,147 | $670.9M | 0.09% | |
| 150 | NEENEXTERA ENERGY INC | 9,411 | $667.1M | 0.09% | |
| 151 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,248 | $665.8M | 0.09% | |
| 152 | TMATNORTHERN LTS FD TR IV | 37,166 | $657.1M | 0.09% | |
| 153 | SCHXSCHWAB STRATEGIC TR | 29,474 | $650.8M | 0.09% | |
| 154 | FXHFIRST TR EXCHANGE TRADED FD | 6,137 | $635.8M | 0.09% | |
| 155 | AMDADVANCED MICRO DEVICES INC | 6,078 | $624.5M | 0.09% | |
| 156 | SCHGSCHWAB STRATEGIC TR | 24,654 | $617.3M | 0.09% | |
| 157 | WPCWP CAREY INC | 9,661 | $609.7M | 0.09% | |
| 158 | IJRISHARES TR | 5,760 | $602.4M | 0.08% | |
| 159 | IWPISHARES TR | 4,941 | $580.5M | 0.08% | |
| 160 | POCTINNOVATOR ETFS TRUST | 14,664 | $569.7M | 0.08% | |
| 161 | PSAPUBLIC STORAGE OPER CO | 1,844 | $551.9M | 0.08% | |
| 162 | IWDISHARES TR | 2,842 | $534.8M | 0.08% | |
| 163 | USBUS BANCORP DEL | 12,517 | $528.5M | 0.07% | |
| 164 | IWOISHARES TR | 2,054 | $524.9M | 0.07% | |
| 165 | ORCLORACLE CORP | 3,707 | $518.3M | 0.07% | |
| 166 | CRWDCROWDSTRIKE HLDGS INC | 1,438 | $507.0M | 0.07% | |
| 167 | FNDXSCHWAB STRATEGIC TR | 21,240 | $501.5M | 0.07% | |
| 168 | IWBISHARES TR | 1,618 | $496.3M | 0.07% | |
| 169 | IPGINTERPUBLIC GROUP COS INC | 18,083 | $491.1M | 0.07% | |
| 170 | SLYVSPDR SER TR | 6,249 | $489.9M | 0.07% | |
| 171 | WERNWERNER ENTERPRISES INC | 16,677 | $488.6M | 0.07% | |
| 172 | MDYGSPDR SER TR | 5,802 | $461.0M | 0.06% | |
| 173 | MDYVSPDR SER TR | 5,762 | $444.0M | 0.06% | |
| 174 | SCHFSCHWAB STRATEGIC TR | 22,418 | $443.4M | 0.06% | |
| 175 | QCOMQUALCOMM INC | 2,870 | $440.9M | 0.06% | |
| 176 | GEGE AEROSPACE | 2,198 | $440.0M | 0.06% | |
| 177 | ARMARM HOLDINGS PLC | 4,081 | $435.8M | 0.06% | |
| 178 | JEPIJ P MORGAN EXCHANGE TRADED F | 7,387 | $422.1M | 0.06% | |
| 179 | SUNSUNOCO LP/SUNOCO FIN CORP | 7,204 | $418.3M | 0.06% | |
| 180 | DYHTARGET CORP | 3,987 | $416.1M | 0.06% | |
| 181 | SPOTSPOTIFY TECHNOLOGY S A | 753 | $414.2M | 0.06% | |
| 182 | IJHISHARES TR | 6,968 | $406.6M | 0.06% | |
| 183 | JNKSPDR SER TR | 4,228 | $402.9M | 0.06% | |
| 184 | BAPRINNOVATOR ETFS TRUST | 9,458 | $401.7M | 0.06% | |
| 185 | PGPROCTER AND GAMBLE CO | 2,330 | $397.0M | 0.06% | |
| 186 | IWSISHARES TR | 3,105 | $391.1M | 0.06% | |
| 187 | CSMPROSHARES TR | 6,128 | $390.5M | 0.06% | |
| 188 | VTVVANGUARD INDEX FDS | 2,242 | $387.3M | 0.05% | |
| 189 | A4SAMERIPRISE FINL INC | 800 | $387.3M | 0.05% | |
| 190 | BACBANK AMERICA CORP | 9,249 | $386.0M | 0.05% | |
| 191 | PEGPUBLIC SVC ENTERPRISE GRP IN | 4,671 | $384.4M | 0.05% | |
| 192 | EMBISHARES TR | 4,239 | $384.0M | 0.05% | |
| 193 | REGLPROSHARES TR | 4,688 | $378.1M | 0.05% | |
| 194 | IWNISHARES TR | 2,494 | $376.5M | 0.05% | |
| 195 | TAT&T INC | 13,271 | $375.3M | 0.05% | |
| 196 | PJANINNOVATOR ETFS TRUST | 8,838 | $366.5M | 0.05% | |
| 197 | CATCATERPILLAR INC | 1,104 | $364.0M | 0.05% | |
| 198 | RTXRTX CORPORATION | 2,735 | $362.3M | 0.05% | |
| 199 | COPCONOCOPHILLIPS | 3,414 | $358.6M | 0.05% | |
| 200 | DGRWWISDOMTREE TR | 4,364 | $348.5M | 0.05% |