WealthPLAN Partners, LLC Q2 2025 Filing
Filed July 28, 2025
Portfolio Value
$621.4B
Holdings
254
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (254 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | NOBLPROSHARES TR | 14,428 | $1.5B | 0.23% | |
| 102 | IWFISHARES TR | 3,410 | $1.4B | 0.23% | |
| 103 | LLYELI LILLY & CO | 1,840 | $1.4B | 0.23% | |
| 104 | HDHOME DEPOT INC | 3,828 | $1.4B | 0.23% | |
| 105 | ALBALBEMARLE CORP | 22,108 | $1.4B | 0.22% | |
| 106 | MAINMAIN STR CAP CORP | 22,259 | $1.3B | 0.21% | |
| 107 | EFGISHARES TR | 11,525 | $1.3B | 0.21% | |
| 108 | STZCONSTELLATION BRANDS INC | 7,768 | $1.3B | 0.20% | |
| 109 | DEDEERE & CO | 2,471 | $1.3B | 0.20% | |
| 110 | STXMEA SERIES TRUST | 47,583 | $1.3B | 0.20% | |
| 111 | LOWLOWES COS INC | 5,586 | $1.2B | 0.20% | |
| 112 | ADMARCHER DANIELS MIDLAND CO | 23,402 | $1.2B | 0.20% | |
| 113 | BINCBLACKROCK ETF TRUST II | 23,170 | $1.2B | 0.20% | |
| 114 | XLGINVESCO EXCHANGE TRADED FD T | 23,264 | $1.2B | 0.20% | |
| 115 | THROBLACKROCK ETF TRUST | 33,996 | $1.2B | 0.19% | |
| 116 | SPYSPDR S&P 500 ETF TR | 1,836 | $1.1B | 0.18% | |
| 117 | VVISA INC | 3,171 | $1.1B | 0.18% | |
| 118 | SPGIS&P GLOBAL INC | 2,057 | $1.1B | 0.17% | |
| 119 | VOOVANGUARD INDEX FDS | 1,856 | $1.1B | 0.17% | |
| 120 | ZOCTINNOVATOR ETFS TRUST | 39,889 | $1.0B | 0.17% | |
| 121 | IAGGISHARES TR | 20,205 | $1.0B | 0.17% | |
| 122 | VLTOVERALTO CORP | 10,208 | $1.0B | 0.17% | |
| 123 | FLRTPACER FDS TR | 21,290 | $1.0B | 0.16% | |
| 124 | APOCINNOVATOR ETFS TRUST | 39,667 | $1.0B | 0.16% | |
| 125 | IYWISHARES TR | 5,813 | $1.0B | 0.16% | |
| 126 | XOMEXXON MOBIL CORP | 8,977 | $967.7M | 0.16% | |
| 127 | SPYVSPDR SERIES TRUST | 18,326 | $959.2M | 0.15% | |
| 128 | LNGCHENIERE ENERGY INC | 3,900 | $949.7M | 0.15% | |
| 129 | AMDADVANCED MICRO DEVICES INC | 6,558 | $930.6M | 0.15% | |
| 130 | MOALTRIA GROUP INC | 15,869 | $930.4M | 0.15% | |
| 131 | KLMNINVESCO EXCH TRADED FD TR II | 7,808 | $878.2M | 0.14% | |
| 132 | ROPROPER TECHNOLOGIES INC | 1,547 | $876.9M | 0.14% | |
| 133 | TMATNORTHERN LTS FD TR IV | 37,499 | $875.6M | 0.14% | |
| 134 | PTRBPGIM ETF TR | 20,602 | $861.8M | 0.14% | |
| 135 | ORCLORACLE CORP | 3,789 | $828.4M | 0.13% | |
| 136 | STXEEA SERIES TRUST | 26,473 | $821.0M | 0.13% | |
| 137 | ARMARM HOLDINGS PLC | 5,051 | $816.9M | 0.13% | |
| 138 | NOWSERVICENOW INC | 792 | $814.2M | 0.13% | |
| 139 | SNPSSYNOPSYS INC | 1,564 | $801.8M | 0.13% | |
| 140 | AOSSMITH A O CORP | 11,922 | $781.7M | 0.13% | |
| 141 | ABTABBOTT LABS | 5,734 | $779.8M | 0.13% | |
| 142 | GQ9SPDR GOLD TR | 2,558 | $779.8M | 0.13% | |
| 143 | CRWDCROWDSTRIKE HLDGS INC | 1,485 | $756.3M | 0.12% | |
| 144 | IWPISHARES TR | 5,383 | $746.5M | 0.12% | |
| 145 | SCHXSCHWAB STRATEGIC TR | 30,440 | $744.0M | 0.12% | |
| 146 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,308 | $741.0M | 0.12% | |
| 147 | MRKMERCK & CO INC | 9,127 | $722.5M | 0.12% | |
| 148 | SCHGSCHWAB STRATEGIC TR | 24,437 | $713.8M | 0.11% | |
| 149 | AQLTISHARES TR | 5,323 | $707.0M | 0.11% | |
| 150 | INTCINTEL CORP | 31,534 | $706.4M | 0.11% | |
| 151 | MCDMCDONALDS CORP | 2,372 | $693.2M | 0.11% | |
| 152 | IWOISHARES TR | 2,414 | $690.1M | 0.11% | |
| 153 | RGTIRIGETTI COMPUTING INC | 55,787 | $661.6M | 0.11% | |
| 154 | FXHFIRST TR EXCHANGE TRADED FD | 6,309 | $654.2M | 0.11% | |
| 155 | NEENEXTERA ENERGY INC | 9,202 | $638.8M | 0.10% | |
| 156 | XLKSELECT SECTOR SPDR TR | 2,447 | $619.5M | 0.10% | |
| 157 | LULULULULEMON ATHLETICA INC | 2,600 | $617.7M | 0.10% | |
| 158 | POCTINNOVATOR ETFS TRUST | 14,664 | $605.6M | 0.10% | |
| 159 | NFLXNETFLIX INC | 443 | $593.2M | 0.10% | |
| 160 | SPOTSPOTIFY TECHNOLOGY S A | 753 | $577.8M | 0.09% | |
| 161 | USBUS BANCORP DEL | 12,522 | $566.6M | 0.09% | |
| 162 | GLDMWORLD GOLD TR | 8,603 | $563.7M | 0.09% | |
| 163 | IWDISHARES TR | 2,842 | $552.0M | 0.09% | |
| 164 | PSAPUBLIC STORAGE OPER CO | 1,844 | $541.1M | 0.09% | |
| 165 | FNDXSCHWAB STRATEGIC TR | 21,788 | $534.7M | 0.09% | |
| 166 | IWBISHARES TR | 1,542 | $523.6M | 0.08% | |
| 167 | IWNISHARES TR | 3,175 | $500.9M | 0.08% | |
| 168 | IWSISHARES TR | 3,760 | $496.8M | 0.08% | |
| 169 | GEGE AEROSPACE | 1,896 | $488.0M | 0.08% | |
| 170 | BAIBLACKROCK ETF TRUST | 16,793 | $484.5M | 0.08% | |
| 171 | MDYGSPDR SERIES TRUST | 5,515 | $479.1M | 0.08% | |
| 172 | MDYVSPDR SERIES TRUST | 5,762 | $457.7M | 0.07% | |
| 173 | BACBANK AMERICA CORP | 9,648 | $456.5M | 0.07% | |
| 174 | WERNWERNER ENTERPRISES INC | 16,677 | $456.3M | 0.07% | |
| 175 | SCHFSCHWAB STRATEGIC TR | 20,024 | $442.5M | 0.07% | |
| 176 | WPCWP CAREY INC | 6,972 | $434.9M | 0.07% | |
| 177 | CSMPROSHARES TR | 6,129 | $431.9M | 0.07% | |
| 178 | CATCATERPILLAR INC | 1,102 | $428.0M | 0.07% | |
| 179 | BAPRINNOVATOR ETFS TRUST | 9,458 | $427.4M | 0.07% | |
| 180 | A4SAMERIPRISE FINL INC | 800 | $427.0M | 0.07% | |
| 181 | IJRISHARES TR | 3,884 | $424.5M | 0.07% | |
| 182 | RDVYFIRST TR EXCHANGE TRADED FD | 6,696 | $420.1M | 0.07% | |
| 183 | QCOMQUALCOMM INC | 2,580 | $410.8M | 0.07% | |
| 184 | MMDNYLI MACKAY DEFINEDTERM MUNI | 27,771 | $410.7M | 0.07% | |
| 185 | IPGINTERPUBLIC GROUP COS INC | 16,708 | $409.0M | 0.07% | |
| 186 | EMBISHARES TR | 4,357 | $403.5M | 0.06% | |
| 187 | JNKSPDR SERIES TRUST | 4,146 | $403.3M | 0.06% | |
| 188 | SCHWSCHWAB CHARLES CORP | 4,375 | $399.2M | 0.06% | |
| 189 | SLYVSPDR SERIES TRUST | 4,992 | $398.2M | 0.06% | |
| 190 | TAT&T INC | 13,726 | $397.2M | 0.06% | |
| 191 | PEGPUBLIC SVC ENTERPRISE GRP IN | 4,671 | $393.2M | 0.06% | |
| 192 | PJANINNOVATOR ETFS TRUST | 8,838 | $389.3M | 0.06% | |
| 193 | SUNSUNOCO LP/SUNOCO FIN CORP | 7,214 | $386.6M | 0.06% | |
| 194 | MUMICRON TECHNOLOGY INC | 2,975 | $366.7M | 0.06% | |
| 195 | SPSMSPDR SERIES TRUST | 8,420 | $358.7M | 0.06% | |
| 196 | KOCOCA COLA CO | 5,006 | $354.1M | 0.06% | |
| 197 | DYHTARGET CORP | 3,534 | $348.6M | 0.06% | |
| 198 | UBERUBER TECHNOLOGIES INC | 3,721 | $347.2M | 0.06% | |
| 199 | XLESELECT SECTOR SPDR TR | 4,024 | $341.3M | 0.05% | |
| 200 | PGPROCTER AND GAMBLE CO | 2,139 | $340.8M | 0.05% |