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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$108B
$369 Million 0.05% of portfolio
2,426
Q3 2024 Reduced 17.2%
$155B
$343 Million 0.05% of portfolio
9,213
Q3 2024 Reduced 26.94%
$82.5B
$361 Million 0.05% of portfolio
4,895
Q3 2024 Added 0.29%
$163B
$391 Million 0.05% of portfolio
17,775
Q3 2024 Reduced 7.7%
$76.3B
$353 Million 0.05% of portfolio
1,258
Q3 2024 Added 92.94%
$136B
$397 Million 0.05% of portfolio
6,130
Q3 2024 Reduced 27.03%
$54.5B
$395 Million 0.05% of portfolio
1,588
Q3 2024 Reduced 4.97%
$96.4B
$356 Million 0.05% of portfolio
3,433
Q3 2024 Added 75.33%
$172B
$282 Million 0.04% of portfolio
2,324
Q3 2024 Reduced 2.19%
$88.2B
$265 Million 0.04% of portfolio
719
Q3 2024 Reduced 20.11%
$33.5B
$270 Million 0.04% of portfolio
1,005
Q3 2024 Reduced 7.03%
$177B
$325 Million 0.04% of portfolio
1,909
Q3 2024 Added 16.83%
$83.4B
$226 Million 0.03% of portfolio
1,957
Q3 2024 New
$129B
$211 Million 0.03% of portfolio
1,615
Q3 2024 New
$188B
$210 Million 0.03% of portfolio
1,728
Q3 2024 New
$149B
$239 Million 0.03% of portfolio
8,271
Q3 2024 Added 9.06%
$30.4B
$213 Million 0.03% of portfolio
1,794
Q3 2024 New
$92B
$220 Million 0.03% of portfolio
1,614
Q3 2024 Reduced 2.36%

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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