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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.25T
$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%
$2.05T
$12.4 Billion 1.74% of portfolio
65,056
Q1 2025 Added 1.13%
$454B
$10 Billion 1.41% of portfolio
10,575
Q1 2025 Reduced 2.1%
$328B
$9.35 Billion 1.32% of portfolio
86,242
Q1 2025 Added 19.37%
$262B
$8.16 Billion 1.15% of portfolio
92,981
Q1 2025 Reduced 1.2%
$3.37T
$7.94 Billion 1.12% of portfolio
21,142
Q1 2025 Added 2.85%
$400B
$6.92 Billion 0.98% of portfolio
41,735
Q1 2025 Reduced 1.07%
$321B
$6.64 Billion 0.94% of portfolio
31,681
Q1 2025 Reduced 2.94%
$16.8B
$6.36 Billion 0.9% of portfolio
14,661
Q1 2025 Reduced 1.93%
$31.3B
$6.32 Billion 0.89% of portfolio
50,775
Q1 2025 Reduced 1.09%
$265B
$6.14 Billion 0.87% of portfolio
36,726
Q1 2025 Added 1.93%
$766B
$6.19 Billion 0.87% of portfolio
25,247
Q1 2025 Reduced 0.9%
$1.03T
$6 Billion 0.85% of portfolio
38,410
Q1 2025 Added 0.94%
$234B
$5.53 Billion 0.78% of portfolio
22,221
Q1 2025 Reduced 0.4%
$179B
$5.4 Billion 0.76% of portfolio
35,993
Q1 2025 Added 2.03%
$34.1B
$5.15 Billion 0.73% of portfolio
88,728
Q1 2025 Added 7.04%
-
$4.97 Billion 0.7% of portfolio
-
Q1 2025 Added 4.61%
$16.1B
$4.87 Billion 0.69% of portfolio
157,262
Q1 2025 Added 0.67%
$137B
$4.89 Billion 0.69% of portfolio
20,711
Q1 2025 Reduced 0.05%
$3.73B
$4.65 Billion 0.66% of portfolio
59,883
Q1 2025 Added 3.7%
$14.3B
$4.62 Billion 0.65% of portfolio
55,333
Q1 2025 Reduced 2.24%
$14.6B
$4.55 Billion 0.64% of portfolio
39,367
Q1 2025 Added 0.47%
$184B
$4.52 Billion 0.64% of portfolio
99,673
Q1 2025 Added 1.46%
$8.12B
$4.46 Billion 0.63% of portfolio
35,657
Q1 2025 Reduced 0.89%
$145B
$4.36 Billion 0.61% of portfolio
13,997
Q1 2025 Added 6.33%
$177B
$4.17 Billion 0.59% of portfolio
23,212
Q1 2025 Added 1.43%
$1.43T
$4.07 Billion 0.57% of portfolio
7,067
Q1 2025 Reduced 2.87%
$11.3B
$3.97 Billion 0.56% of portfolio
20,983
Q1 2025 Reduced 1.61%
$17.7B
$3.95 Billion 0.56% of portfolio
33,132
Q1 2025 Added 3.33%
$543B
$3.96 Billion 0.56% of portfolio
7,216
Q1 2025 Reduced 3.28%
$59.8B
$3.88 Billion 0.55% of portfolio
13,167
Q1 2025 Added 0.94%
$68.7B
$3.75 Billion 0.53% of portfolio
34,212
Q1 2025 Added 0.87%
-
$3.52 Billion 0.5% of portfolio
-
Q1 2025 Added 2.77%
$28.7B
$3.24 Billion 0.46% of portfolio
26,919
Q1 2025 Added 4.04%
-
$3.18 Billion 0.45% of portfolio
-
Q1 2025 Added 30.82%
$1.06T
$3.12 Billion 0.44% of portfolio
12,049
Q1 2025 Added 11.07%
$123B
$3.06 Billion 0.43% of portfolio
6,851
Q1 2025 Reduced 2.11%
$25.1B
$2.91 Billion 0.41% of portfolio
16,546
Q1 2025 Added 1.59%
$97.5B
$2.8 Billion 0.39% of portfolio
20,011
Q1 2025 Added 13.35%
$75.6B
$2.59 Billion 0.37% of portfolio
40,874
Q1 2025 Added 9.93%
-
$2.49 Billion 0.35% of portfolio
-
Q1 2025 Added 11.28%
-
$2.33 Billion 0.33% of portfolio
-
Q1 2025 Added 13.75%
$69.6B
$2.22 Billion 0.31% of portfolio
12,629
Q1 2025 Added 0.53%
$29.9B
$2.13 Billion 0.3% of portfolio
11,624
Q1 2025 Added 19.23%
$156B
$2.06 Billion 0.29% of portfolio
4,146
Q1 2025 Added 44.36%
$166B
$1.97 Billion 0.28% of portfolio
3,883
Q1 2025 Added 1.92%
$192B
$1.95 Billion 0.28% of portfolio
5,096
Q1 2025 Added 12.64%
$6.61B
$1.88 Billion 0.26% of portfolio
26,047
Q1 2025 Added 13.16%

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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