Wealth Plan Partners, LLC Portfolio Holdings

Wealth Plan Partners, LLC

  • $705 Billion
  • Q4 2024

Wealth Plan Partners, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $705 Billion distributed in 300 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $53.8B, Berkshire Hathaway Inc Class B with a value of $34.1B, Pacer Fds Tr Us Cash Cows 100 with a value of $17.5B, First Tr Ex Td Viii Ft Cboe Ve with a value of $17B, and Sector 10, Inc. with a value of $16.8B.

Examining the 13F form we can see an decrease of $39.9B in the current position value, from $745B to 705B.

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 $705 Billion
ETFs: $295 Billion
Technology: $94.2 Billion
Financial Services: $67 Billion
Consumer Cyclical: $38.9 Billion
Industrials: $35.6 Billion
Consumer Defensive: $34.7 Billion
Healthcare: $23.4 Billion
Communication Services: $19.2 Billion
Other: $30.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.7 Billion 0.24% of portfolio
35,201
Q4 2024 Added 2.62%
$22.5B
$1.53 Billion 0.22% of portfolio
24,258
Q4 2024 Reduced 17.17%
$419B
$1.55 Billion 0.22% of portfolio
3,988
Q4 2024 Reduced 2.78%
$802B
$1.48 Billion 0.21% of portfolio
1,923
Q4 2024 Added 8.77%
$208B
$1.49 Billion 0.21% of portfolio
2,872
Q4 2024 Reduced 20.53%
Veralto Corp
-
$1.45 Billion 0.21% of portfolio
-
Q4 2024 Added 3.07%
$60.8B
$1.49 Billion 0.21% of portfolio
2,861
Q4 2024 Reduced 19.5%
$44.8B
$1.48 Billion 0.21% of portfolio
3,874
Q4 2024 Reduced 19.89%
$156B
$1.44 Billion 0.2% of portfolio
5,845
Q4 2024 Reduced 10.42%
$94.4B
$1.31 Billion 0.19% of portfolio
5,671
Q4 2024 Added 12.92%
Ea Series Trust
-
$1.36 Billion 0.19% of portfolio
-
Q4 2024 Added 11.75%
$0
$1.36 Billion 0.19% of portfolio
3,389
Q4 2024 Added 7.9%
$4.63B
$1.31 Billion 0.19% of portfolio
22,307
Q4 2024 Reduced 4.05%
$578B
$1.24 Billion 0.18% of portfolio
3,926
Q4 2024 Reduced 32.01%
$229B
$1.24 Billion 0.18% of portfolio
10,995
Q4 2024 Reduced 20.5%
Pgim ETF Tr
-
$1.3 Billion 0.18% of portfolio
-
Q4 2024 Added 79.79%
$25.3B
$1.2 Billion 0.17% of portfolio
23,750
Q4 2024 Reduced 6.19%
Blackrock ETF Trust Ii
-
$1.11 Billion 0.16% of portfolio
-
Q4 2024 Added 2.4%
$8.4B
$1.16 Billion 0.16% of portfolio
17,011
Q4 2024 Reduced 25.83%
$234B
$1.04 Billion 0.15% of portfolio
13,802
Q4 2024 Added 49.81%
$145B
$1.05 Billion 0.15% of portfolio
2,481
Q4 2024 Reduced 2.59%
$451B
$1.09 Billion 0.15% of portfolio
10,140
Q4 2024 Reduced 3.64%
Innovator Etfs Trust
-
$1.01 Billion 0.14% of portfolio
-
Q4 2024 New
$0
$987 Million 0.14% of portfolio
17,805
Q4 2024 Added 2.01%
$210B
$907 Million 0.13% of portfolio
9,114
Q4 2024 Reduced 1.8%
$0
$940 Million 0.13% of portfolio
5,891
Q4 2024 Reduced 13.41%
$4.61B
$939 Million 0.13% of portfolio
19,320
Q4 2024 Reduced 29.29%
$79.9B
$895 Million 0.13% of portfolio
1,845
Q4 2024 Reduced 15.91%
$0
$943 Million 0.13% of portfolio
1,750
Q4 2024 Added 24.47%
$95.5B
$872 Million 0.12% of portfolio
16,672
Q4 2024 Reduced 4.38%
$85.3B
$815 Million 0.12% of portfolio
1,430
Q4 2024 Added 0.63%
$183B
$832 Million 0.12% of portfolio
6,892
Q4 2024 Added 3.55%
$0
$752 Million 0.11% of portfolio
36,099
Q4 2024 Added 0.72%
Ea Series Trust
-
$744 Million 0.11% of portfolio
-
Q4 2024 Added 4.07%
$0
$749 Million 0.11% of portfolio
14,347
Q4 2024 Reduced 13.7%
$91.9B
$703 Million 0.1% of portfolio
2,904
Q4 2024 Added 60.62%
$0
$727 Million 0.1% of portfolio
1,276
Q4 2024 Added 1.03%
$0
$673 Million 0.1% of portfolio
7,702
Q4 2024 Added 1.26%
$0
$731 Million 0.1% of portfolio
5,567
Q4 2024 Reduced 5.72%
First Tr Exchng Traded Fd Vi
-
$708 Million 0.1% of portfolio
-
Q4 2024 New
$0
$704 Million 0.1% of portfolio
7,413
Q4 2024 New
First Tr Exchng Traded Fd Vi
-
$708 Million 0.1% of portfolio
-
Q4 2024 New
Capital Group Core Balanced
-
$731 Million 0.1% of portfolio
-
Q4 2024 New
$0
$698 Million 0.1% of portfolio
30,111
Q4 2024 Added 1.2%
$227B
$683 Million 0.1% of portfolio
2,355
Q4 2024 Reduced 13.2%
$0
$706 Million 0.1% of portfolio
19,857
Q4 2024 New
$0
$647 Million 0.09% of portfolio
23,230
Q4 2024 Added 268.38%
$0
$659 Million 0.09% of portfolio
12,894
Q4 2024 Added 8.16%
$0
$639 Million 0.09% of portfolio
6,137
Q4 2024 Reduced 3.37%

Summary

  • Portfolio
  • No. of Stocks 300
  • Current Value $705 Billion
  • Prior Value $745 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 19 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 140 stocks
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