13F Filings for WealthPlan Investment Management, LLC (CIK: 1929986)
View the most recent portfolio holdings disclosed by WealthPlan Investment Management, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| AAPL - APPLE INC(Class: COM) | 391.44K | $80.31M | 5.85% | Increased | 32.32K (8.0%, $540.47K) |
| VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT) | 171.31K | $52.07M | 3.79% | Increased | 25.07K (17.0%, $11.87M) |
| BRK.B - BERKSHIRE HATHAWAY INC DEL(Class: CL B NEW) | 58.63K | $28.48M | 2.07% | Increased | 5.10K (9.0%, $27.70K) |
| NVDA - NVIDIA CORPORATION(Class: COM) | 179.12K | $28.30M | 2.06% | Increased | 69.03K (62.0%, $16.37M) |
| SCHF - SCHWAB STRATEGIC TR(Class: INTL EQTY ETF) | 989.50K | $21.87M | 1.59% | Increased | 4.59K (0.0%, $2.39M) |
| GOOG - ALPHABET INC(Class: CAP STK CL C) | 122.70K | $21.77M | 1.59% | Increased | 14.67K (13.0%, $4.89M) |
| DGRO - ISHARES TR(Class: CORE DIV GRWTH) | 339.57K | $21.71M | 1.58% | Increased | 43.01K (14.0%, $3.39M) |
| IVE - ISHARES TR(Class: SP 500 VAL ETF) | 108.20K | $21.14M | 1.54% | Increased | 24.56K (29.0%, $5.20M) |
| MSFT - MICROSOFT CORP(Class: COM) | 42.06K | $20.92M | 1.52% | Increased | 14.72K (53.0%, $10.66M) |
| SPAB - SPDR SERIES TRUST(Class: PORTFOLIO AGRGTE) | 812.90K | $20.81M | 1.52% | Increased | 42.19K (5.0%, $1.13M) |
| N/A - FIRST TR EXCHNG TRADED FD VI(Class: FT VEST LADDERED) | 650.53K | $20.69M | 1.51% | Increased | 222.14K (51.0%, $7.97M) |
| CASY - CASEYS GEN STORES INC(Class: COM) | 38.96K | $19.88M | 1.45% | Increased | 654 (1.0%, $3.25M) |
| HEQT - SIMPLIFY EXCHANGE TRADED FUN(Class: HEDGED EQUITY) | 658.53K | $19.79M | 1.44% | Increased | 195.82K (42.0%, $6.57M) |
| COST - COSTCO WHSL CORP NEW(Class: COM) | 19.75K | $19.55M | 1.42% | Increased | 2.90K (17.0%, $3.62M) |
| WMT - WALMART INC(Class: COM) | 197.52K | $19.31M | 1.41% | Increased | 22.79K (13.0%, $3.97M) |
| AMZN - AMAZON COM INC(Class: COM) | 82.35K | $18.07M | 1.32% | Increased | 14.97K (22.0%, $5.25M) |
| N/A - FRANKLIN TEMPLETON ETF TR(Class: SENIOR LOAN ETF) | 735.65K | $17.82M | 1.30% | Increased | 144.94K (24.0%, $3.61M) |
| META - META PLATFORMS INC(Class: CL A) | 22.94K | $16.93M | 1.23% | Increased | 1.40K (6.0%, $4.52M) |
| CLOI - VANECK ETF TRUST(Class: CLO ETF) | 312.47K | $16.55M | 1.20% | Increased | 54.18K (20.0%, $2.90M) |
| IEMG - ISHARES INC(Class: CORE MSCI EMKT) | 268.73K | $16.13M | 1.17% | Increased | 7.22K (2.0%, $2.02M) |
| ABBV - ABBVIE INC(Class: COM) | 77.80K | $14.44M | 1.05% | Increased | 6.97K (9.0%, $399.24K) |
| FTLS - FIRST TR EXCH TRADED FD III(Class: LNG/SHT EQUITY) | 215.98K | $14.32M | 1.04% | Increased | 69.35K (47.0%, $4.92M) |
| CVX - CHEVRON CORP NEW(Class: COM) | 96.93K | $13.88M | 1.01% | Increased | 15.32K (18.0%, $227.50K) |
| HIGH - SIMPLIFY EXCHANGE TRADED FUN(Class: ENHANCED INM ETF) | 556.05K | $13.47M | 0.98% | Increased | 69.81K (14.0%, $2.80M) |
| HELO - J P MORGAN EXCHANGE TRADED F(Class: HEDGED EQUITY LA) | 208.11K | $13.02M | 0.95% | Increased | 61.05K (41.0%, $4.25M) |