Wealth Plan Investment Management, LLC Portfolio Holdings

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q1 2025

Wealth Plan Investment Management, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $944 Million distributed in 498 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $79.8M, Vanguard Total Stock Market Et with a value of $40.2M, Berkshire Hathaway Inc Class B with a value of $28.5M, Spdr Portfolio Aggregate Bond with a value of $19.7M, and Schwab Strategic Tr Intl Eqty with a value of $19.5M.

Examining the 13F form we can see an decrease of $99K in the current position value, from $944M to 944M.

Wealth Plan Investment Management, LLC is based out at Omaha, NE

Below you can find more details about Wealth Plan Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $944 Million
ETFs: $341 Million
Technology: $143 Million
Financial Services: $90.6 Million
Industrials: $73.2 Million
Consumer Defensive: $63.8 Million
Healthcare: $60.3 Million
Consumer Cyclical: $53.2 Million
Communication Services: $44.6 Million
Other: $61.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.2T
$79.8 Million 8.45% of portfolio
359,120
Q1 2025 Reduced 0.78%
$694B
$28.5 Million 3.02% of portfolio
53,531
Q1 2025 Reduced 1.76%
$1.01T
$16.9 Million 1.79% of portfolio
108,031
Q1 2025 Added 4.01%
$17.4B
$16.6 Million 1.76% of portfolio
38,303
Q1 2025 Added 1.69%
$449B
$15.9 Million 1.69% of portfolio
16,846
Q1 2025 Reduced 1.1%
$270B
$15.3 Million 1.62% of portfolio
174,729
Q1 2025 Reduced 8.16%
$347B
$14.8 Million 1.57% of portfolio
70,834
Q1 2025 Reduced 2.07%
$265B
$13.7 Million 1.45% of portfolio
81,610
Q1 2025 Added 7.07%
$1.9T
$12.8 Million 1.36% of portfolio
67,386
Q1 2025 Added 2.55%
$1.25T
$12.4 Million 1.31% of portfolio
21,539
Q1 2025 Reduced 5.64%
$284B
$11.9 Million 1.26% of portfolio
110,091
Q1 2025 Added 34.19%
$31.2B
$11.6 Million 1.23% of portfolio
92,991
Q1 2025 Reduced 5.62%
$182B
$11.5 Million 1.22% of portfolio
76,604
Q1 2025 Added 4.83%
$150B
$11.2 Million 1.18% of portfolio
35,828
Q1 2025 Added 6.45%
$535B
$10.5 Million 1.11% of portfolio
19,148
Q1 2025 Added 0.38%
$462B
$10.4 Million 1.1% of portfolio
13
Q1 2025 New
$3.25T
$10.3 Million 1.09% of portfolio
27,337
Q1 2025 Added 11.25%
$16B
$9.91 Million 1.05% of portfolio
320,180
Q1 2025 Reduced 0.97%
$3.65B
$9.79 Million 1.04% of portfolio
125,983
Q1 2025 Added 3.73%
$13.9B
$9.76 Million 1.03% of portfolio
116,837
Q1 2025 Reduced 3.69%
$405B
$9.67 Million 1.02% of portfolio
58,311
Q1 2025 Added 2.39%
$183B
$9.57 Million 1.01% of portfolio
210,890
Q1 2025 Reduced 1.49%
$177B
$9.44 Million 1.0% of portfolio
48,506
Q1 2025 Reduced 1.9%
$14.2B
$9.35 Million 0.99% of portfolio
80,841
Q1 2025 Reduced 2.78%
$60.4B
$8.47 Million 0.9% of portfolio
28,722
Q1 2025 Reduced 2.3%
$16.8B
$8.42 Million 0.89% of portfolio
70,662
Q1 2025 Added 5.1%
$124B
$8.1 Million 0.86% of portfolio
18,143
Q1 2025 Added 15.66%
$35.2B
$8.06 Million 0.85% of portfolio
138,934
Q1 2025 Added 7.25%
$741B
$7.96 Million 0.84% of portfolio
32,444
Q1 2025 Added 8.05%
$64.1B
$7.73 Million 0.82% of portfolio
70,470
Q1 2025 Reduced 2.06%
$10.6B
$7.79 Million 0.82% of portfolio
41,163
Q1 2025 Reduced 1.69%
$31B
$7.25 Million 0.77% of portfolio
60,210
Q1 2025 Added 0.32%
$6.55B
$6.99 Million 0.74% of portfolio
24,485
Q1 2025 Added 0.18%
$7.93B
$6.91 Million 0.73% of portfolio
55,160
Q1 2025 Reduced 2.35%
$30.2B
$6.47 Million 0.69% of portfolio
35,281
Q1 2025 Added 16.99%
$223B
$6.5 Million 0.69% of portfolio
88,424
Q4 2024 Added 4.77%
$24.3B
$6.1 Million 0.65% of portfolio
34,740
Q1 2025 Reduced 2.52%
$72.2B
$4.95 Million 0.52% of portfolio
77,992
Q1 2025 Added 10.74%
$58.8B
$4.69 Million 0.5% of portfolio
20,269
Q1 2025 Added 12.0%
$165B
$4.19 Million 0.44% of portfolio
8,246
Q1 2025 Reduced 7.82%
$144B
$4.14 Million 0.44% of portfolio
20,219
Q1 2025 Reduced 21.29%
$96.5B
$4 Million 0.42% of portfolio
28,621
Q1 2025 Added 26.51%
$6.79B
$3.62 Million 0.38% of portfolio
50,326
Q1 2025 Added 10.72%
$177B
$3.63 Million 0.38% of portfolio
9,476
Q1 2025 Added 47.69%
$60.5B
$3.43 Million 0.36% of portfolio
5,821
Q1 2025 Reduced 1.07%
$243B
$3.27 Million 0.35% of portfolio
38,710
Q1 2025 Added 8.11%
$165B
$3.2 Million 0.34% of portfolio
6,427
Q1 2025 Added 52.62%
$957B
$3.21 Million 0.34% of portfolio
20,774
Q1 2025 Added 0.03%
$430B
$2.64 Million 0.28% of portfolio
22,236
Q1 2025 Added 48.89%

Summary

  • Portfolio
  • No. of Stocks 498
  • Current Value $944 Million
  • Prior Value $944 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 22 stocks
  • Additional Purchases 118 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 107 stocks
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