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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
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