Wealth Plan Investment Management, LLC Portfolio Holdings
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
Wealth Plan Investment Management, LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $923 Million distributed in 303 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $83.1M, Vanguard Total Stock Market Et with a value of $32.4M, Berkshire Hathaway Inc Class B with a value of $24.4M, Schwab Strategic Tr Intl Eqty with a value of $20.5M, and Spdr Portfolio Aggregate Bond with a value of $17.4M.
Examining the 13F form we can see an increase of $310M in the current position value, from $614M to 923M.
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 303
- Current Value $923 Million
- Prior Value $614 Million
- Filing
- Period Q3 2024
- Filing Date November 05, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 79 stocks
- Additional Purchases 121 stocks
- Sold out of 0 stocks
- Reduced holdings in 33 stocks