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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$40.2 Million 4.26% of portfolio
146,241
Q1 2025 Added 21.84%
$0
$19.7 Million 2.08% of portfolio
770,717
Q1 2025 Added 2.8%
$0
$19.5 Million 2.06% of portfolio
984,903
Q1 2025 Reduced 11.11%
$0
$18.3 Million 1.94% of portfolio
296,559
Q1 2025 Reduced 6.59%
$0
$15.9 Million 1.69% of portfolio
83,643
Q1 2025 Reduced 1.59%
$0
$14.2 Million 1.51% of portfolio
590,708
Q1 2025 Added 2.28%
$0
$14 Million 1.49% of portfolio
261,501
Q1 2025 Reduced 14.79%
$0
$13.6 Million 1.45% of portfolio
258,292
Q1 2025 Reduced 0.46%
$0
$13.2 Million 1.4% of portfolio
462,710
Q1 2025 Reduced 22.87%
$0
$12.7 Million 1.35% of portfolio
428,388
Q1 2025 Added 1.19%
$0
$9.4 Million 0.99% of portfolio
146,626
Q1 2025 Reduced 1.0%
$0
$8.82 Million 0.93% of portfolio
345,316
Q1 2025 Added 2.71%
$0
$8.53 Million 0.9% of portfolio
248,790
Q1 2025 New
$0
$8.04 Million 0.85% of portfolio
186,105
Q1 2025 New
$0
$7.54 Million 0.8% of portfolio
170,386
Q1 2025 Reduced 45.22%
$0
$7.58 Million 0.8% of portfolio
104,677
Q1 2025 Added 6.32%
$0
$6.9 Million 0.73% of portfolio
246,801
Q1 2025 Added 327.89%
$0
$6.79 Million 0.72% of portfolio
112,783
Q1 2025 Added 1.91%
$0
$6.06 Million 0.64% of portfolio
247,815
Q1 2025 Added 5.61%
$0
$5.69 Million 0.6% of portfolio
95,125
Q1 2025 Added 4.37%
$0
$5.54 Million 0.59% of portfolio
64,562
Q1 2025 Added 5.15%
$0
$5.18 Million 0.55% of portfolio
9,215
Q1 2025 Added 67.79%
$0
$4.67 Million 0.49% of portfolio
64,170
Q1 2025 Added 5.1%
$0
$4.6 Million 0.49% of portfolio
23,077
Q1 2025 Added 77.58%
$0
$3.9 Million 0.41% of portfolio
48,555
Q1 2025 Added 1.7%
$0
$3.64 Million 0.39% of portfolio
115,947
Q1 2025 Added 5.24%
$0
$3.29 Million 0.35% of portfolio
5,877
Q1 2025 Added 16.98%
$0
$3.29 Million 0.35% of portfolio
7,016
Q1 2025 Added 5.82%
$0
$2.9 Million 0.31% of portfolio
131,463
Q1 2025 Reduced 0.26%
$0
$2.72 Million 0.29% of portfolio
62,642
Q1 2025 Reduced 4.79%
$0
$1.86 Million 0.2% of portfolio
23,291
Q1 2025 Added 2.48%
$0
$1.9 Million 0.2% of portfolio
20,874
Q1 2025 Reduced 13.36%
$0
$1.88 Million 0.2% of portfolio
44,225
Q1 2025 Reduced 14.8%
$0
$1.82 Million 0.19% of portfolio
34,141
Q1 2025 Reduced 1.5%
$0
$1.81 Million 0.19% of portfolio
26,553
Q1 2025 Reduced 12.95%
$0
$1.78 Million 0.19% of portfolio
24,209
Q1 2025 Reduced 17.44%
$0
$1.8 Million 0.19% of portfolio
19,401
Q1 2025 Added 10.33%
$0
$1.81 Million 0.19% of portfolio
43,728
Q1 2025 Added 4.15%
$0
$1.53 Million 0.16% of portfolio
30,135
Q1 2025 Reduced 6.1%
$0
$1.43 Million 0.15% of portfolio
33,937
Q1 2025 Reduced 0.32%
$0
$1.42 Million 0.15% of portfolio
33,706
Q1 2025 Reduced 14.36%
$0
$1.33 Million 0.14% of portfolio
7,300
Q1 2025 Reduced 62.48%
$0
$1.3 Million 0.14% of portfolio
22,761
Q1 2025 Added 9.08%
$0
$1.29 Million 0.14% of portfolio
58,365
Q1 2025 Reduced 1.02%
$0
$1.22 Million 0.13% of portfolio
36,499
Q1 2025 Added 17.23%
$0
$1.27 Million 0.13% of portfolio
8,424
Q1 2025 Added 3.81%
$0
$1.07 Million 0.11% of portfolio
13,323
Q1 2025 Added 3.18%
$0
$1.03 Million 0.11% of portfolio
19,589
Q1 2025 Reduced 74.32%
$0
$926,000 0.1% of portfolio
22,930
Q1 2025 Added 25.54%

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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