Wealth Plan Investment Management, LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $614 Million distributed in 202 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $56.7M, Berkshire Hathaway Inc Class B with a value of $15M, Alphabet Inc. with a value of $15M, Caseys General Stores Inc with a value of $13.8M, and Vaneck ETF Tr Investment Grade with a value of $12.7M.
Examining the 13F form we can see an increase of $23.1M in the current position value, from $590M to 614M.
Wealth Plan Investment Management, LLC is based out at Omaha, NE
Below you can find more details about Wealth Plan Investment Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$614 Million
ETFs: $134 Million
Technology: $98.3 Million
Industrials: $62.4 Million
Consumer Defensive: $55.3 Million
Healthcare: $55.1 Million
Financial Services: $51.4 Million
Consumer Cyclical: $45.2 Million
Communication Services: $39.3 Million
Other: $56.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
