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 Market Cap. of $10 Billions to $200 Billions
