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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$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%
$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%
$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
$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%
$0
$5.47 Billion 0.73% of portfolio
129,813
Q3 2024 Added 233.33%
$0
$5.39 Billion 0.72% of portfolio
69,953
Q3 2024 Added 1.34%
$0
$4.85 Billion 0.65% of portfolio
107,828
Q3 2024 New
$0
$4.64 Billion 0.62% of portfolio
146,695
Q3 2024 Added 1.44%
$0
$4.4 Billion 0.59% of portfolio
170,695
Q3 2024 Reduced 2.9%
$0
$4.35 Billion 0.58% of portfolio
170,765
Q3 2024 Added 2.2%
$0
$4.2 Billion 0.56% of portfolio
89,184
Q3 2024 Added 9.24%
$0
$4.06 Billion 0.55% of portfolio
85,540
Q3 2024 Reduced 3.74%
$0
$3.88 Billion 0.52% of portfolio
84,777
Q3 2024 New
$0
$3.11 Billion 0.42% of portfolio
67,312
Q3 2024 Reduced 2.72%
$0
$2.81 Billion 0.38% of portfolio
26,133
Q3 2024 Reduced 0.82%
$0
$2.66 Billion 0.36% of portfolio
14,851
Q3 2024 Reduced 1.33%
$0
$2.54 Billion 0.34% of portfolio
51,386
Q3 2024 Reduced 1.82%
$0
$2.43 Billion 0.33% of portfolio
15,778
Q3 2024 Added 3.1%
$0
$2.09 Billion 0.28% of portfolio
36,342
Q3 2024 Added 134.83%
$0
$2.02 Billion 0.27% of portfolio
10,261
Q3 2024 Reduced 88.48%
$0
$2.02 Billion 0.27% of portfolio
29,753
Q3 2024 Reduced 4.13%
$0
$1.97 Billion 0.26% of portfolio
3,432
Q3 2024 Reduced 2.72%
$0
$1.71 Billion 0.23% of portfolio
17,857
Q3 2024 Reduced 0.46%
$0
$1.67 Billion 0.22% of portfolio
9,296
Q3 2024 Added 14.02%
$0
$1.55 Billion 0.21% of portfolio
34,302
Q3 2024 Reduced 0.6%
$0
$1.51 Billion 0.2% of portfolio
21,548
Q3 2024 Reduced 23.01%
$0
$1.28 Billion 0.17% of portfolio
31,108
Q3 2024 Reduced 93.85%
$0
$1.18 Billion 0.16% of portfolio
3,141
Q3 2024 Reduced 4.76%
$0
$1.03 Billion 0.14% of portfolio
6,803
Q3 2024 Reduced 8.76%
$0
$1.07 Billion 0.14% of portfolio
9,989
Q3 2024 Reduced 48.01%
$0
$1.07 Billion 0.14% of portfolio
17,454
Q3 2024 Added 46.17%
$0
$984 Million 0.13% of portfolio
17,994
Q3 2024 Reduced 2.7%
$0
$954 Million 0.13% of portfolio
16,625
Q3 2024 Reduced 94.29%
$0
$859 Million 0.12% of portfolio
16,683
Q3 2024 Added 0.96%
$0
$798 Million 0.11% of portfolio
5,905
Q3 2024 Reduced 3.5%

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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