Wealth Plan Partners, LLC Portfolio Holdings

Wealth Plan Partners, LLC

  • $705 Billion
  • Q4 2024

Wealth Plan Partners, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $705 Billion distributed in 300 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $53.8B, Berkshire Hathaway Inc Class B with a value of $34.1B, Pacer Fds Tr Us Cash Cows 100 with a value of $17.5B, First Tr Ex Td Viii Ft Cboe Ve with a value of $17B, and Sector 10, Inc. with a value of $16.8B.

Examining the 13F form we can see an decrease of $39.9B in the current position value, from $745B to 705B.

Wealth Plan Partners, LLC is based out at Omaha, NE

Below you can find more details about Wealth Plan Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $705 Billion
ETFs: $295 Billion
Technology: $94.2 Billion
Financial Services: $67 Billion
Consumer Cyclical: $38.9 Billion
Industrials: $35.6 Billion
Consumer Defensive: $34.7 Billion
Healthcare: $23.4 Billion
Communication Services: $19.2 Billion
Other: $30.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.74T
$53.8 Billion 7.63% of portfolio
214,695
Q4 2024 Reduced 8.39%
$616B
$34.1 Billion 4.84% of portfolio
75,223
Q4 2024 Reduced 4.51%
$0
$17.5 Billion 2.48% of portfolio
310,107
Q4 2024 Reduced 4.13%
$0
$17 Billion 2.42% of portfolio
558,777
Q4 2024 Reduced 4.25%
$0
$16.8 Billion 2.38% of portfolio
305,128
Q4 2024 Added 6.8%
$0
$16.8 Billion 2.38% of portfolio
273,507
Q4 2024 Reduced 11.42%
$0
$15.8 Billion 2.23% of portfolio
534,413
Q4 2024 Reduced 5.3%
$0
$15.4 Billion 2.18% of portfolio
53,061
Q4 2024 Reduced 7.4%
$0
$15.1 Billion 2.15% of portfolio
163,143
Q4 2024 Reduced 3.63%
$2.41T
$14.1 Billion 2.0% of portfolio
64,330
Q4 2024 Reduced 6.21%
$0
$12.3 Billion 1.74% of portfolio
20,888
Q4 2024 Added 0.27%
$0
$10.9 Billion 1.55% of portfolio
166,263
Q4 2024 Reduced 7.01%
J P Morgan Exchange Traded F
-
$9.97 Billion 1.41% of portfolio
-
Q4 2024 Reduced 4.25%
$462B
$9.9 Billion 1.4% of portfolio
10,802
Q4 2024 Reduced 7.59%
$311B
$9.7 Billion 1.38% of portfolio
72,247
Q4 2024 Reduced 6.02%
$0
$9.43 Billion 1.34% of portfolio
18,450
Q4 2024 Reduced 0.21%
$3.08T
$8.66 Billion 1.23% of portfolio
20,556
Q4 2024 Added 3.68%
$0
$8.67 Billion 1.23% of portfolio
127,586
Q4 2024 Reduced 5.3%
$278B
$8.5 Billion 1.21% of portfolio
94,106
Q4 2024 Reduced 0.48%
$0
$8.1 Billion 1.15% of portfolio
298,394
Q4 2024 Reduced 8.7%
$1.18T
$7.25 Billion 1.03% of portfolio
38,054
Q4 2024 Reduced 13.73%
$0
$7.15 Billion 1.01% of portfolio
121,627
Q4 2024 Reduced 6.46%
$0
$6.82 Billion 0.97% of portfolio
77,538
Q4 2024 Reduced 2.95%
$0
$6.28 Billion 0.89% of portfolio
91,112
Q4 2024 Reduced 6.28%
$0
$6.1 Billion 0.87% of portfolio
60,114
Q4 2024 Reduced 11.78%
$404B
$6.1 Billion 0.87% of portfolio
42,185
Q4 2024 Reduced 6.55%
$793B
$6.11 Billion 0.87% of portfolio
25,477
Q4 2024 Reduced 6.75%
$16B
$5.92 Billion 0.84% of portfolio
14,950
Q4 2024 Reduced 2.85%
$0
$5.94 Billion 0.84% of portfolio
217,555
Q4 2024 Added 216.95%
$339B
$5.8 Billion 0.82% of portfolio
32,641
Q4 2024 Reduced 5.18%
$0
$5.49 Billion 0.78% of portfolio
226,214
Q4 2024 Reduced 6.33%
$201B
$5.36 Billion 0.76% of portfolio
35,277
Q4 2024 Reduced 5.6%
$30.2B
$5.24 Billion 0.74% of portfolio
51,337
Q4 2024 Reduced 0.61%
$299B
$5.22 Billion 0.74% of portfolio
36,030
Q4 2024 Reduced 3.03%
-
$5.15 Billion 0.73% of portfolio
-
Q4 2024 Added 6.54%
$0
$5.1 Billion 0.72% of portfolio
67,557
Q4 2024 Reduced 3.43%
-
$4.91 Billion 0.7% of portfolio
-
Q4 2024 Added 5.01%
$16B
$4.9 Billion 0.7% of portfolio
156,217
Q4 2024 Reduced 3.85%
$236B
$4.9 Billion 0.7% of portfolio
22,311
Q4 2024 Reduced 5.77%
$9B
$4.83 Billion 0.69% of portfolio
35,977
Q4 2024 Reduced 7.86%
$15.9B
$4.82 Billion 0.68% of portfolio
39,183
Q4 2024 Reduced 3.58%
$0
$4.8 Billion 0.68% of portfolio
100,272
Q4 2024 New
$14.3B
$4.77 Billion 0.68% of portfolio
56,600
Q4 2024 Reduced 3.56%
$150B
$4.73 Billion 0.67% of portfolio
20,722
Q4 2024 Reduced 0.83%
$0
$4.53 Billion 0.64% of portfolio
177,871
Q4 2024 Added 4.16%
$33.6B
$4.43 Billion 0.63% of portfolio
82,891
Q4 2024 Reduced 11.12%
$1.19T
$4.38 Billion 0.62% of portfolio
10,848
Q4 2024 Added 3.45%
$3.8B
$4.31 Billion 0.61% of portfolio
57,745
Q4 2024 Reduced 6.13%
$177B
$4.29 Billion 0.61% of portfolio
22,885
Q4 2024 Reduced 1.41%

Summary

  • Portfolio
  • No. of Stocks 300
  • Current Value $705 Billion
  • Prior Value $745 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 19 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 140 stocks
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