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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Schwab Strategic Tr
-
$659 Million 0.09% of portfolio
-
Q4 2024 Added 25.89%
$79.8B
$625 Million 0.09% of portfolio
31,169
Q4 2024 Reduced 1.1%
$141B
$659 Million 0.09% of portfolio
9,187
Q4 2024 Reduced 15.66%
$459B
$640 Million 0.09% of portfolio
3,843
Q4 2024 Added 22.0%
$0
$622 Million 0.09% of portfolio
7,134
Q4 2024 Added 1.36%
$52.4B
$553 Million 0.08% of portfolio
1,848
Q2 2024 Reduced 0.27%
$0
$595 Million 0.08% of portfolio
4,694
Q4 2024 Reduced 9.82%
$0
$558 Million 0.08% of portfolio
6,960
Q3 2024 Reduced 20.27%
$0
$586 Million 0.08% of portfolio
14,816
Q4 2024 New
$11.1B
$542 Million 0.08% of portfolio
19,333
Q4 2024 Reduced 3.01%
$0
$586 Million 0.08% of portfolio
6,744
Q3 2024 Reduced 18.65%
$2.29B
$599 Million 0.08% of portfolio
16,677
Q1 2023 Reduced 40.7%
$71B
$588 Million 0.08% of portfolio
12,290
Q4 2024 Added 0.11%
$0
$577 Million 0.08% of portfolio
2,003
Q3 2024 Reduced 0.2%
$63.5B
$553 Million 0.08% of portfolio
4,090
Q4 2024 Reduced 17.21%
$0
$533 Million 0.08% of portfolio
4,625
Q4 2024 Added 11.63%
Arm Holdings PLC
-
$503 Million 0.07% of portfolio
-
Q4 2024 Added 13.3%
$435B
$492 Million 0.07% of portfolio
552
Q4 2024 Reduced 4.5%
$0
$506 Million 0.07% of portfolio
21,348
Q4 2024 Added 190.13%
$196B
$462 Million 0.07% of portfolio
1,274
Q4 2024 Added 9.92%
$0
$521 Million 0.07% of portfolio
1,618
Q4 2024 Reduced 2.12%
$11.6B
$506 Million 0.07% of portfolio
9,292
Q4 2024 Reduced 28.71%
$393B
$491 Million 0.07% of portfolio
2,931
Q4 2024 Reduced 5.54%
$85.5B
$471 Million 0.07% of portfolio
1,378
Q4 2024 Added 9.54%
$0
$394 Million 0.06% of portfolio
4,872
Q4 2024 Reduced 32.91%
$0
$414 Million 0.06% of portfolio
9,333
Q2 2024 New
$0
$412 Million 0.06% of portfolio
18,969
Q4 2024 Reduced 14.43%
$372B
$406 Million 0.06% of portfolio
9,228
Q4 2024 Added 5.47%
$4.72B
$389 Million 0.06% of portfolio
7,557
Q4 2024 Added 0.15%
$0
$408 Million 0.06% of portfolio
4,278
Q4 2024 Reduced 0.79%
$0
$412 Million 0.06% of portfolio
4,561
Q4 2024 Added 2.04%
$0
$403 Million 0.06% of portfolio
21,777
Q4 2024 Reduced 30.0%
$0
$405 Million 0.06% of portfolio
6,128
Q4 2024 Reduced 15.36%
$41.7B
$395 Million 0.06% of portfolio
4,671
Q2 2024 Reduced 0.34%
$194B
$441 Million 0.06% of portfolio
2,873
Q4 2024 Added 50.5%
$144B
$434 Million 0.06% of portfolio
2,935
Q4 2024 Added 81.73%
$145B
$431 Million 0.06% of portfolio
3,565
Q4 2024 Reduced 4.12%
$222B
$387 Million 0.05% of portfolio
2,319
Q4 2024 Reduced 7.43%
$0
$350 Million 0.05% of portfolio
4,089
Q4 2024 Reduced 29.41%
$0
$325 Million 0.05% of portfolio
5,208
Q4 2024 Reduced 12.23%
$106B
$337 Million 0.05% of portfolio
753
Q4 2024 Added 4.73%
$0
$351 Million 0.05% of portfolio
4,351
Q4 2024 Reduced 6.11%
$0
$376 Million 0.05% of portfolio
2,293
Q4 2024 Reduced 1.29%
$105B
$354 Million 0.05% of portfolio
2,002
Q4 2024 Reduced 17.48%
$0
$349 Million 0.05% of portfolio
7,545
Q4 2024 Reduced 1.24%
$126B
$337 Million 0.05% of portfolio
3,399
Q4 2024 Reduced 2.8%
$275B
$319 Million 0.05% of portfolio
5,121
Q4 2024 Reduced 12.13%
$0
$378 Million 0.05% of portfolio
2,235
Q4 2024 Added 75.02%
$0
$325 Million 0.05% of portfolio
7,233
Q4 2024 Reduced 15.12%

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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