Wealth Plan Investment Management, LLC Portfolio Holdings

Wealth Plan Investment Management, LLC

  • $614 Million
  • Q2 2024

Wealth Plan Investment Management, LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $614 Million distributed in 202 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $56.7M, Berkshire Hathaway Inc Class B with a value of $15M, Alphabet Inc. with a value of $15M, Caseys General Stores Inc with a value of $13.8M, and Vaneck ETF Tr Investment Grade with a value of $12.7M.

Examining the 13F form we can see an increase of $23.1M in the current position value, from $590M to 614M.

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 $614 Million
ETFs: $134 Million
Technology: $98.3 Million
Industrials: $62.4 Million
Consumer Defensive: $55.3 Million
Healthcare: $55.1 Million
Financial Services: $51.4 Million
Consumer Cyclical: $45.2 Million
Communication Services: $39.3 Million
Other: $56.5 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$77.6M
$145,000 0.02% of portfolio
17,443
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 202
  • Current Value $614 Million
  • Prior Value $590 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 18 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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