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 Market Cap. of $200 Billions or more

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%
$2.29T
$12.8 Billion 1.72% of portfolio
68,588
Q3 2024 Reduced 15.81%
$422B
$10.4 Billion 1.39% of portfolio
11,689
Q3 2024 Reduced 23.45%
$336B
$9.34 Billion 1.25% of portfolio
76,875
Q3 2024 Reduced 35.32%
$3.25T
$8.53 Billion 1.15% of portfolio
19,826
Q3 2024 Reduced 3.88%
$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%
$211B
$6.35 Billion 0.85% of portfolio
37,368
Q3 2024 Reduced 13.77%
$697B
$5.76 Billion 0.77% of portfolio
27,321
Q3 2024 Reduced 12.55%
$280B
$5.47 Billion 0.73% of portfolio
37,156
Q3 2024 Reduced 19.25%
$200B
$5.23 Billion 0.7% of portfolio
23,678
Q3 2024 Reduced 19.05%
$1.32T
$4.77 Billion 0.64% of portfolio
8,333
Q3 2024 Reduced 12.84%
$504B
$4.28 Billion 0.57% of portfolio
8,663
Q3 2024 Reduced 27.18%
$208B
$2.59 Billion 0.35% of portfolio
4,999
Q3 2024 Reduced 7.34%
$205B
$2.24 Billion 0.3% of portfolio
3,614
Q3 2024 Reduced 12.28%
$220B
$1.91 Billion 0.26% of portfolio
2,137
Q3 2024 Reduced 34.41%
$1.14T
$1.93 Billion 0.26% of portfolio
11,653
Q3 2024 Added 3.42%
$402B
$1.66 Billion 0.22% of portfolio
4,102
Q3 2024 Added 19.84%
$519B
$1.59 Billion 0.21% of portfolio
5,774
Q3 2024 Reduced 59.29%
$200B
$1.58 Billion 0.21% of portfolio
13,830
Q3 2024 Reduced 57.89%
$730B
$1.57 Billion 0.21% of portfolio
1,768
Q3 2024 Added 11.83%
$441B
$1.23 Billion 0.17% of portfolio
10,523
Q3 2024 Reduced 3.56%
$248B
$1.05 Billion 0.14% of portfolio
9,281
Q3 2024 Reduced 6.49%
$215B
$826 Million 0.11% of portfolio
2,713
Q3 2024 Reduced 25.65%
$457B
$537 Million 0.07% of portfolio
3,150
Q3 2024 Reduced 8.3%
$398B
$537 Million 0.07% of portfolio
3,103
Q3 2024 Reduced 15.86%
$270B
$419 Million 0.06% of portfolio
5,828
Q3 2024 Reduced 66.98%
$405B
$410 Million 0.06% of portfolio
578
Q3 2024 Reduced 38.71%
$354B
$347 Million 0.05% of portfolio
8,749
Q3 2024 Reduced 69.65%
$204B
$349 Million 0.05% of portfolio
3,629
Q3 2024 Reduced 6.95%
$468B
$292 Million 0.04% of portfolio
499
Q3 2024 Reduced 4.59%
$240B
$272 Million 0.04% of portfolio
5,120
Q3 2024 Added 1.61%

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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