Wealth Plan Partners, LLC Portfolio Holdings

Wealth Plan Partners, LLC

  • $709 Billion
  • Q1 2025

Wealth Plan Partners, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $709 Billion distributed in 303 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $47.5B, Berkshire Hathaway Inc Class B with a value of $39.8B, First Tr Ex Td Viii Ft Cboe Ve with a value of $19B, Pacer Fds Tr Us Cash Cows 100 with a value of $17.3B, and Ishares Core Dividend Growth E with a value of $17.2B.

Examining the 13F form we can see an increase of $4.45B in the current position value, from $705B to 709B.

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 $709 Billion
ETFs: $286 Billion
Technology: $85.8 Billion
Financial Services: $75.1 Billion
Consumer Cyclical: $35.5 Billion
Industrials: $34.7 Billion
Consumer Defensive: $34.4 Billion
Healthcare: $26.2 Billion
Communication Services: $18 Billion
Other: $30.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.32T
$47.5 Billion 6.7% of portfolio
213,870
Q1 2025 Reduced 0.38%
$660B
$39.8 Billion 5.62% of portfolio
74,819
Q1 2025 Reduced 0.54%
$0
$19 Billion 2.67% of portfolio
638,883
Q1 2025 Added 14.34%
$0
$17.3 Billion 2.44% of portfolio
315,473
Q1 2025 Added 1.73%
$0
$17.2 Billion 2.43% of portfolio
278,880
Q1 2025 Added 1.96%
$0
$16 Billion 2.25% of portfolio
313,031
Q1 2025 Added 2.59%
$0
$15.3 Billion 2.15% of portfolio
534,849
Q1 2025 Added 0.08%
$0
$15 Billion 2.11% of portfolio
54,398
Q1 2025 Added 2.52%
$0
$14.5 Billion 2.04% of portfolio
164,281
Q1 2025 Added 0.7%
$2.08T
$12.4 Billion 1.74% of portfolio
65,056
Q1 2025 Added 1.13%
$0
$11.9 Billion 1.67% of portfolio
21,096
Q1 2025 Added 1.0%
$0
$10.7 Billion 1.51% of portfolio
167,093
Q1 2025 Added 0.5%
$0
$10.2 Billion 1.44% of portfolio
192,958
Q1 2025 Added 16.59%
J P Morgan Exchange Traded F
-
$10.2 Billion 1.43% of portfolio
-
Q1 2025 Added 6.16%
$459B
$10 Billion 1.41% of portfolio
10,575
Q1 2025 Reduced 2.1%
$0
$9.79 Billion 1.38% of portfolio
135,203
Q1 2025 Added 5.97%
$0
$9.03 Billion 1.27% of portfolio
19,268
Q1 2025 Added 4.43%
$265B
$8.16 Billion 1.15% of portfolio
92,981
Q1 2025 Reduced 1.2%
$3.42T
$7.94 Billion 1.12% of portfolio
21,142
Q1 2025 Added 2.85%
$0
$7.7 Billion 1.09% of portfolio
127,986
Q1 2025 Added 5.23%
$0
$7.57 Billion 1.07% of portfolio
309,334
Q1 2025 Added 3.67%
$402B
$6.92 Billion 0.98% of portfolio
41,735
Q1 2025 Reduced 1.07%
$0
$6.85 Billion 0.97% of portfolio
85,178
Q1 2025 Added 9.85%
$327B
$6.64 Billion 0.94% of portfolio
31,681
Q1 2025 Reduced 2.94%
$17.1B
$6.36 Billion 0.9% of portfolio
14,661
Q1 2025 Reduced 1.93%
$31.8B
$6.32 Billion 0.89% of portfolio
50,775
Q1 2025 Reduced 1.09%
$269B
$6.14 Billion 0.87% of portfolio
36,726
Q1 2025 Added 1.93%
$779B
$6.19 Billion 0.87% of portfolio
25,247
Q1 2025 Reduced 0.9%
$0
$6.07 Billion 0.86% of portfolio
65,343
Q1 2025 Added 8.7%
$0
$6.03 Billion 0.85% of portfolio
215,808
Q1 2025 Reduced 0.8%
$1.01T
$6 Billion 0.85% of portfolio
38,410
Q1 2025 Added 0.94%
$0
$5.54 Billion 0.78% of portfolio
230,081
Q1 2025 Added 1.71%
$239B
$5.53 Billion 0.78% of portfolio
22,221
Q1 2025 Reduced 0.4%
$0
$5.52 Billion 0.78% of portfolio
83,978
Q1 2025 Reduced 7.83%
$182B
$5.4 Billion 0.76% of portfolio
35,993
Q1 2025 Added 2.03%
-
$5.25 Billion 0.74% of portfolio
-
Q1 2025 Added 3.47%
$34.7B
$5.15 Billion 0.73% of portfolio
88,728
Q1 2025 Added 7.04%
$0
$5.08 Billion 0.72% of portfolio
69,774
Q1 2025 Added 3.28%
-
$4.97 Billion 0.7% of portfolio
-
Q1 2025 Added 4.61%
$16.5B
$4.87 Billion 0.69% of portfolio
157,262
Q1 2025 Added 0.67%
$140B
$4.89 Billion 0.69% of portfolio
20,711
Q1 2025 Reduced 0.05%
$3.83B
$4.65 Billion 0.66% of portfolio
59,883
Q1 2025 Added 3.7%
$14.6B
$4.62 Billion 0.65% of portfolio
55,333
Q1 2025 Reduced 2.24%
$0
$4.6 Billion 0.65% of portfolio
146,530
Q1 2025 Added 6.45%
$14.8B
$4.55 Billion 0.64% of portfolio
39,367
Q1 2025 Added 0.47%
$0
$4.56 Billion 0.64% of portfolio
178,556
Q1 2025 Added 0.39%
$186B
$4.52 Billion 0.64% of portfolio
99,673
Q1 2025 Added 1.46%
$0
$4.44 Billion 0.63% of portfolio
129,442
Q1 2025 New
$8.43B
$4.46 Billion 0.63% of portfolio
35,657
Q1 2025 Reduced 0.89%

Summary

  • Portfolio
  • No. of Stocks 303
  • Current Value $709 Billion
  • Prior Value $705 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 21 stocks
  • Additional Purchases 121 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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