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
$58.9B
$1.76 Billion 0.25% of portfolio
7,615
Q1 2025 Reduced 14.49%
$2.35B
$1.79 Billion 0.25% of portfolio
46,816
Q1 2025 Added 0.0%
$1.07T
$1.76 Billion 0.25% of portfolio
11,371
Q1 2025 Added 1.37%
$105B
$1.68 Billion 0.24% of portfolio
2,495
Q1 2025 Added 74.48%
$59.2B
$1.67 Billion 0.24% of portfolio
2,840
Q1 2025 Reduced 0.73%
$432B
$1.6 Billion 0.23% of portfolio
2
Q1 2025 New
$748B
$1.65 Billion 0.23% of portfolio
1,998
Q1 2025 Added 3.9%
$205B
$1.53 Billion 0.22% of portfolio
1,922
Q1 2025 Reduced 0.47%
$380B
$1.45 Billion 0.2% of portfolio
3,955
Q1 2025 Reduced 0.83%
$281B
$1.33 Billion 0.19% of portfolio
15,718
Q1 2025 Added 13.88%
$140B
$1.31 Billion 0.18% of portfolio
5,622
Q1 2025 Reduced 3.82%
$28.9B
$1.28 Billion 0.18% of portfolio
4,529
Q1 2025 Added 16.91%
$585B
$1.27 Billion 0.18% of portfolio
3,611
Q1 2025 Reduced 8.02%
$8.82B
$1.3 Billion 0.18% of portfolio
19,847
Q1 2025 Added 16.67%
$146B
$1.22 Billion 0.17% of portfolio
5,956
Q1 2025 Reduced 33.77%
$4.62B
$1.24 Billion 0.17% of portfolio
21,934
Q1 2025 Reduced 1.67%
$29.7B
$1.13 Billion 0.16% of portfolio
23,553
Q1 2025 Reduced 0.83%
$474B
$1.11 Billion 0.16% of portfolio
9,312
Q1 2025 Reduced 8.17%
-
$1.07 Billion 0.15% of portfolio
-
Q1 2025 New
$84.2B
$1.07 Billion 0.15% of portfolio
2,496
Q1 2025 Added 35.28%
$113B
$972 Million 0.14% of portfolio
5,803
Q1 2025 Added 2.33%
$103B
$1.01 Billion 0.14% of portfolio
16,816
Q1 2025 Added 0.86%
$212B
$825 Million 0.12% of portfolio
9,194
Q1 2025 Added 0.88%
$233B
$818 Million 0.12% of portfolio
6,169
Q1 2025 Reduced 43.89%
$25B
$707 Million 0.1% of portfolio
17,386
Q1 2025 Reduced 28.33%
$96.2B
$697 Million 0.1% of portfolio
30,673
Q1 2025 Reduced 1.59%
$145B
$667 Million 0.09% of portfolio
9,411
Q1 2025 Added 2.44%
$12.8B
$610 Million 0.09% of portfolio
9,661
Q1 2025 Added 3.97%
$216B
$671 Million 0.09% of portfolio
2,147
Q1 2025 Reduced 8.83%
$223B
$624 Million 0.09% of portfolio
6,078
Q1 2025 Reduced 11.81%
$50.7B
$552 Million 0.08% of portfolio
1,844
Q1 2025 Reduced 0.22%
$110B
$507 Million 0.07% of portfolio
1,438
Q1 2025 Added 4.35%
$1.85B
$489 Million 0.07% of portfolio
16,677
Q1 2023 Reduced 40.7%
$9.59B
$491 Million 0.07% of portfolio
18,083
Q1 2025 Reduced 6.47%
$636B
$518 Million 0.07% of portfolio
3,707
Q1 2025 Reduced 3.54%
$70.3B
$528 Million 0.07% of portfolio
12,517
Q1 2025 Added 1.85%
$47.1B
$416 Million 0.06% of portfolio
3,987
Q1 2025 Reduced 2.52%
$4.45B
$418 Million 0.06% of portfolio
7,204
Q1 2025 Reduced 4.67%
$373B
$397 Million 0.06% of portfolio
2,330
Q1 2025 Reduced 20.5%
$274B
$440 Million 0.06% of portfolio
2,198
Q1 2025 Reduced 5.22%
$179B
$441 Million 0.06% of portfolio
2,870
Q1 2025 Reduced 0.1%
$139B
$414 Million 0.06% of portfolio
753
Q4 2024 Added 4.73%
$376B
$386 Million 0.05% of portfolio
9,249
Q1 2025 Added 0.23%
$57.6B
$387 Million 0.05% of portfolio
800
Q1 2025 New
$212B
$364 Million 0.05% of portfolio
1,104
Q1 2025 Reduced 13.34%
$0
$339 Million 0.05% of portfolio
15,296
Q1 2025 Added 0.24%
$200B
$375 Million 0.05% of portfolio
13,271
Q1 2025 Added 1.52%
$120B
$359 Million 0.05% of portfolio
3,414
Q1 2025 Added 0.44%
$146B
$348 Million 0.05% of portfolio
2,861
Q1 2025 Reduced 19.75%

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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