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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.09T
$54.6 Billion 7.33% of portfolio
234,352
Q3 2024 Reduced 25.97%
$590B
$36.3 Billion 4.87% of portfolio
78,775
Q3 2024 Reduced 16.85%
$0
$19.4 Billion 2.6% of portfolio
308,779
Q3 2024 Reduced 35.71%
$0
$18.7 Billion 2.51% of portfolio
323,467
Q3 2024 Added 0.25%
$0
$17.4 Billion 2.34% of portfolio
583,549
Q3 2024 Reduced 5.58%
$0
$16.4 Billion 2.2% of portfolio
169,287
Q3 2024 Reduced 1.29%
$0
$16.3 Billion 2.19% of portfolio
564,333
Q3 2024 Added 3.44%
$0
$16.2 Billion 2.18% of portfolio
57,304
Q3 2024 Reduced 58.69%
$0
$15.4 Billion 2.06% of portfolio
285,704
Q3 2024 Added 0.49%
$2.29T
$12.8 Billion 1.72% of portfolio
68,588
Q3 2024 Reduced 15.81%
$0
$12 Billion 1.61% of portfolio
20,832
Q3 2024 Reduced 10.69%
$0
$11.3 Billion 1.52% of portfolio
178,795
Q3 2024 Added 0.98%
$422B
$10.4 Billion 1.39% of portfolio
11,689
Q3 2024 Reduced 23.45%
J P Morgan Exchange Traded F
-
$10.3 Billion 1.38% of portfolio
-
Q3 2024 New
$0
$10 Billion 1.35% of portfolio
134,733
Q3 2024 Reduced 0.75%
$0
$9.43 Billion 1.27% of portfolio
326,839
Q3 2024 Reduced 1.8%
$0
$9.02 Billion 1.21% of portfolio
18,489
Q3 2024 Reduced 40.82%
$3.25T
$8.53 Billion 1.15% of portfolio
19,826
Q3 2024 Reduced 3.88%
$0
$8.4 Billion 1.13% of portfolio
130,027
Q3 2024 Reduced 6.53%
$0
$8.04 Billion 1.08% of portfolio
151,551
Q3 2024 Added 2.58%
$250B
$7.64 Billion 1.03% of portfolio
94,557
Q3 2024 Reduced 22.45%
$1.17T
$7.37 Billion 0.99% of portfolio
44,109
Q3 2024 Reduced 28.12%
$378B
$7.32 Billion 0.98% of portfolio
45,140
Q3 2024 Reduced 9.37%
$310B
$6.8 Billion 0.91% of portfolio
34,423
Q3 2024 Reduced 17.3%
$0
$6.63 Billion 0.89% of portfolio
79,892
Q3 2024 Reduced 0.88%
$0
$6.52 Billion 0.88% of portfolio
68,144
Q3 2024 Reduced 14.65%
$0
$6.56 Billion 0.88% of portfolio
97,214
Q3 2024 Reduced 11.3%
$211B
$6.35 Billion 0.85% of portfolio
37,368
Q3 2024 Reduced 13.77%
$32.6B
$5.91 Billion 0.79% of portfolio
93,257
Q3 2024 Reduced 8.71%
$0
$5.86 Billion 0.79% of portfolio
241,499
Q3 2024 Added 1,033.37%
$0
$5.8 Billion 0.78% of portfolio
68,640
Q3 2024 Added 7.19%
$15B
$5.78 Billion 0.78% of portfolio
15,389
Q3 2024 Reduced 32.53%
$697B
$5.76 Billion 0.77% of portfolio
27,321
Q3 2024 Reduced 12.55%
$0
$5.47 Billion 0.73% of portfolio
129,813
Q3 2024 Added 233.33%
$280B
$5.47 Billion 0.73% of portfolio
37,156
Q3 2024 Reduced 19.25%
$0
$5.39 Billion 0.72% of portfolio
69,953
Q3 2024 Added 1.34%
$29.1B
$5.35 Billion 0.72% of portfolio
51,654
Q3 2024 Reduced 11.76%
$3.63B
$5.29 Billion 0.71% of portfolio
61,518
Q3 2024 Reduced 2.21%
$200B
$5.23 Billion 0.7% of portfolio
23,678
Q3 2024 Reduced 19.05%
$14.3B
$5.14 Billion 0.69% of portfolio
58,691
Q3 2024 Reduced 12.97%
$17.3B
$5.15 Billion 0.69% of portfolio
162,465
Q3 2024 Added 10.2%
$139B
$5.15 Billion 0.69% of portfolio
20,896
Q3 2024 Reduced 2.46%
$16.2B
$4.92 Billion 0.66% of portfolio
40,636
Q3 2024 Reduced 18.37%
$0
$4.85 Billion 0.65% of portfolio
107,828
Q3 2024 New
-
$4.81 Billion 0.65% of portfolio
-
Q3 2024 Added 9.71%
$1.32T
$4.77 Billion 0.64% of portfolio
8,333
Q3 2024 Reduced 12.84%
$128B
$4.76 Billion 0.64% of portfolio
8,138
Q3 2024 Reduced 26.78%
$177B
$4.8 Billion 0.64% of portfolio
23,213
Q3 2024 Reduced 19.58%
$168B
$4.62 Billion 0.62% of portfolio
102,857
Q3 2024 Reduced 1.22%

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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