Wealth Plan Investment Management, LLC Portfolio Holdings
Wealth Plan Investment Management, LLC
- $944 Million
- Q4 2024
Wealth Plan Investment Management, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $944 Million distributed in 318 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $90.6M, Vanguard Total Stock Market Et with a value of $34.8M, Berkshire Hathaway Inc Class B with a value of $24.7M, Schwab Strategic Tr Intl Eqty with a value of $20.5M, and Alphabet Inc. with a value of $19.8M.
Examining the 13F form we can see an increase of $21M in the current position value, from $923M 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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 318
- Current Value $944 Million
- Prior Value $923 Million
- Filing
- Period Q4 2024
- Filing Date January 30, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 42 stocks
- Additional Purchases 105 stocks
- Sold out of 0 stocks
- Reduced holdings in 98 stocks