Wealth Plan Partners, LLC Portfolio Holdings

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

Wealth Plan Partners, LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $745 Billion distributed in 316 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $54.6B, Berkshire Hathaway Inc Class B with a value of $36.3B, Ishares Core Dividend Growth E with a value of $19.4B, Pacer Fds Tr Us Cash Cows 100 with a value of $18.7B, and First Tr Ex Td Viii Ft Cboe Ve with a value of $17.4B.

Examining the 13F form we can see an decrease of $187B in the current position value, from $931B to 745B.

Wealth Plan Partners, LLC is based out at Omaha, NE

Below you can find more details about Wealth Plan Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $745 Billion
ETFs: $309 Billion
Technology: $96 Billion
Financial Services: $69.2 Billion
Industrials: $39.5 Billion
Consumer Defensive: $37.4 Billion
Consumer Cyclical: $37.2 Billion
Healthcare: $29.4 Billion
Communication Services: $21 Billion
Other: $36.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.64 Billion 0.62% of portfolio
146,695
Q3 2024 Added 1.44%
-
$4.63 Billion 0.62% of portfolio
-
Q3 2024 Added 15.95%
$16.5B
$4.45 Billion 0.6% of portfolio
31,825
Q3 2024 Reduced 13.5%
$141B
$4.49 Billion 0.6% of portfolio
13,931
Q3 2024 Added 12.92%
Valued Advisers Tr
-
$4.47 Billion 0.6% of portfolio
-
Q3 2024 New
$8.76B
$4.37 Billion 0.59% of portfolio
39,046
Q3 2024 Reduced 2.0%
$0
$4.4 Billion 0.59% of portfolio
170,695
Q3 2024 Reduced 2.9%
$0
$4.35 Billion 0.58% of portfolio
170,765
Q3 2024 Added 2.2%
$511B
$4.28 Billion 0.57% of portfolio
8,663
Q3 2024 Reduced 27.18%
$11.1B
$4.27 Billion 0.57% of portfolio
22,231
Q3 2024 Reduced 2.56%
$65.4B
$4.15 Billion 0.56% of portfolio
13,930
Q3 2024 Reduced 2.24%
$0
$4.2 Billion 0.56% of portfolio
89,184
Q3 2024 Added 9.24%
$0
$4.06 Billion 0.55% of portfolio
85,540
Q3 2024 Reduced 3.74%
$30.5B
$3.95 Billion 0.53% of portfolio
26,288
Q3 2024 Reduced 28.2%
-
$3.93 Billion 0.53% of portfolio
-
Q3 2024 Reduced 56.17%
$0
$3.88 Billion 0.52% of portfolio
84,777
Q3 2024 New
$74.7B
$3.62 Billion 0.49% of portfolio
33,092
Q3 2024 Added 18.67%
$96.9B
$3.36 Billion 0.45% of portfolio
38,013
Q3 2024 Added 1.73%
$36.2B
$3.25 Billion 0.44% of portfolio
12,599
Q3 2024 Reduced 26.56%
$0
$3.11 Billion 0.42% of portfolio
67,312
Q3 2024 Reduced 2.72%
$125B
$3.12 Billion 0.42% of portfolio
20,403
Q3 2024 Reduced 28.14%
$168B
$3.1 Billion 0.42% of portfolio
11,159
Q3 2024 Reduced 28.66%
$26.8B
$3.07 Billion 0.41% of portfolio
16,036
Q3 2024 Added 9.4%
First Tr Exchng Traded Fd Vi
-
$2.91 Billion 0.39% of portfolio
-
Q3 2024 New
$0
$2.81 Billion 0.38% of portfolio
26,133
Q3 2024 Reduced 0.82%
$1.43T
$2.74 Billion 0.37% of portfolio
10,486
Q3 2024 Reduced 17.1%
$0
$2.66 Billion 0.36% of portfolio
14,851
Q3 2024 Reduced 1.33%
$209B
$2.59 Billion 0.35% of portfolio
4,999
Q3 2024 Reduced 7.34%
$0
$2.54 Billion 0.34% of portfolio
51,386
Q3 2024 Reduced 1.82%
$0
$2.43 Billion 0.33% of portfolio
15,778
Q3 2024 Added 3.1%
$164B
$2.46 Billion 0.33% of portfolio
4,761
Q3 2024 Reduced 37.54%
$78.7B
$2.31 Billion 0.31% of portfolio
12,517
Q3 2024 Reduced 0.02%
$207B
$2.24 Billion 0.3% of portfolio
3,614
Q3 2024 Reduced 12.28%
$10.4B
$2.24 Billion 0.3% of portfolio
23,619
Q3 2024 Added 1.94%
$29B
$2.13 Billion 0.29% of portfolio
29,286
Q3 2024 New
$2.57B
$2.06 Billion 0.28% of portfolio
46,813
Q3 2024 Reduced 19.51%
$0
$2.09 Billion 0.28% of portfolio
36,342
Q3 2024 Added 134.83%
-
$2.11 Billion 0.28% of portfolio
-
Q3 2024 Added 9.96%
T Rowe Price ETF Inc
-
$2.06 Billion 0.28% of portfolio
-
Q3 2024 Added 7.56%
$8.74B
$2.06 Billion 0.28% of portfolio
22,936
Q3 2024 Reduced 33.57%
$55.9B
$1.98 Billion 0.27% of portfolio
3,554
Q3 2024 Reduced 14.49%
$0
$2.02 Billion 0.27% of portfolio
10,261
Q3 2024 Reduced 88.48%
$0
$2.02 Billion 0.27% of portfolio
29,753
Q3 2024 Reduced 4.13%
$222B
$1.91 Billion 0.26% of portfolio
2,137
Q3 2024 Reduced 34.41%
$1.17T
$1.93 Billion 0.26% of portfolio
11,653
Q3 2024 Added 3.42%
$52.5B
$1.97 Billion 0.26% of portfolio
10,946
Q3 2024 Reduced 16.15%
$0
$1.97 Billion 0.26% of portfolio
3,432
Q3 2024 Reduced 2.72%
$6.19B
$1.8 Billion 0.24% of portfolio
27,322
Q3 2024 Reduced 11.59%
$155B
$1.77 Billion 0.24% of portfolio
6,525
Q3 2024 Reduced 10.67%

Summary

  • Portfolio
  • No. of Stocks 316
  • Current Value $745 Billion
  • Prior Value $931 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 22 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 148 stocks
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