Wealth Plan Partners, LLC Portfolio Holdings

Wealth Plan Partners, LLC

  • $705 Billion
  • Q4 2024

Wealth Plan Partners, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $705 Billion distributed in 300 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $53.8B, Berkshire Hathaway Inc Class B with a value of $34.1B, Pacer Fds Tr Us Cash Cows 100 with a value of $17.5B, First Tr Ex Td Viii Ft Cboe Ve with a value of $17B, and Sector 10, Inc. with a value of $16.8B.

Examining the 13F form we can see an decrease of $39.9B in the current position value, from $745B to 705B.

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 $705 Billion
ETFs: $295 Billion
Technology: $94.2 Billion
Financial Services: $67 Billion
Consumer Cyclical: $38.9 Billion
Industrials: $35.6 Billion
Consumer Defensive: $34.7 Billion
Healthcare: $23.4 Billion
Communication Services: $19.2 Billion
Other: $30.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$161B
$2.05 Billion 0.29% of portfolio
1,931
Q4 2024 Reduced 9.64%
$8.44B
$1.98 Billion 0.28% of portfolio
23,017
Q4 2024 Reduced 2.55%
$166B
$1.9 Billion 0.27% of portfolio
3,810
Q4 2024 Reduced 19.97%
$57.8B
$1.91 Billion 0.27% of portfolio
8,905
Q4 2024 Reduced 18.65%
$17.6B
$1.53 Billion 0.22% of portfolio
24,258
Q4 2024 Reduced 17.17%
$375B
$1.55 Billion 0.22% of portfolio
3,988
Q4 2024 Reduced 2.78%
$785B
$1.48 Billion 0.21% of portfolio
1,923
Q4 2024 Added 8.77%
$195B
$1.49 Billion 0.21% of portfolio
2,872
Q4 2024 Reduced 20.53%
$62.5B
$1.49 Billion 0.21% of portfolio
2,861
Q4 2024 Reduced 19.5%
$34.6B
$1.48 Billion 0.21% of portfolio
3,874
Q4 2024 Reduced 19.89%
$145B
$1.44 Billion 0.2% of portfolio
5,845
Q4 2024 Reduced 10.42%
$67.8B
$1.31 Billion 0.19% of portfolio
5,671
Q4 2024 Added 12.92%
$4.26B
$1.31 Billion 0.19% of portfolio
22,307
Q4 2024 Reduced 4.05%
$573B
$1.24 Billion 0.18% of portfolio
3,926
Q4 2024 Reduced 32.01%
$232B
$1.24 Billion 0.18% of portfolio
10,995
Q4 2024 Reduced 20.5%
$26.4B
$1.2 Billion 0.17% of portfolio
23,750
Q4 2024 Reduced 6.19%
$166B
$1.04 Billion 0.15% of portfolio
13,802
Q4 2024 Added 49.81%
$142B
$1.05 Billion 0.15% of portfolio
2,481
Q4 2024 Reduced 2.59%
$496B
$1.09 Billion 0.15% of portfolio
10,140
Q4 2024 Reduced 3.64%
$227B
$907 Million 0.13% of portfolio
9,114
Q4 2024 Reduced 1.8%
$5.31B
$939 Million 0.13% of portfolio
19,320
Q4 2024 Reduced 29.29%
$65.6B
$895 Million 0.13% of portfolio
1,845
Q4 2024 Reduced 15.91%
$108B
$872 Million 0.12% of portfolio
16,672
Q4 2024 Reduced 4.38%
$96.7B
$815 Million 0.12% of portfolio
1,430
Q4 2024 Added 0.63%
$166B
$832 Million 0.12% of portfolio
6,892
Q4 2024 Added 3.55%
$230B
$683 Million 0.1% of portfolio
2,355
Q4 2024 Reduced 13.2%
$93.2B
$625 Million 0.09% of portfolio
31,169
Q4 2024 Reduced 1.1%
$139B
$659 Million 0.09% of portfolio
9,187
Q4 2024 Reduced 15.66%
$377B
$640 Million 0.09% of portfolio
3,843
Q4 2024 Added 22.0%
$52.5B
$553 Million 0.08% of portfolio
1,848
Q2 2024 Reduced 0.27%
$10.6B
$542 Million 0.08% of portfolio
19,333
Q4 2024 Reduced 3.01%
$1.86B
$599 Million 0.08% of portfolio
16,677
Q1 2023 Reduced 40.7%
$62.7B
$588 Million 0.08% of portfolio
12,290
Q4 2024 Added 0.11%
$48B
$553 Million 0.08% of portfolio
4,090
Q4 2024 Reduced 17.21%
$415B
$492 Million 0.07% of portfolio
552
Q4 2024 Reduced 4.5%
$174B
$462 Million 0.07% of portfolio
1,274
Q4 2024 Added 9.92%
$13B
$506 Million 0.07% of portfolio
9,292
Q4 2024 Reduced 28.71%
$404B
$491 Million 0.07% of portfolio
2,931
Q4 2024 Reduced 5.54%
$75.7B
$471 Million 0.07% of portfolio
1,378
Q4 2024 Added 9.54%
$0
$412 Million 0.06% of portfolio
18,969
Q4 2024 Reduced 14.43%
$335B
$406 Million 0.06% of portfolio
9,228
Q4 2024 Added 5.47%
$4.96B
$389 Million 0.06% of portfolio
7,557
Q4 2024 Added 0.15%
$41.1B
$395 Million 0.06% of portfolio
4,671
Q2 2024 Reduced 0.34%
$173B
$441 Million 0.06% of portfolio
2,873
Q4 2024 Added 50.5%
$99.4B
$434 Million 0.06% of portfolio
2,935
Q4 2024 Added 81.73%
$141B
$431 Million 0.06% of portfolio
3,565
Q4 2024 Reduced 4.12%
$219B
$387 Million 0.05% of portfolio
2,319
Q4 2024 Reduced 7.43%
$106B
$337 Million 0.05% of portfolio
753
Q4 2024 Added 4.73%
$102B
$354 Million 0.05% of portfolio
2,002
Q4 2024 Reduced 17.48%

Summary

  • Portfolio
  • No. of Stocks 300
  • Current Value $705 Billion
  • Prior Value $745 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 19 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 140 stocks
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