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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
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