Wealth Plan Partners, LLC Portfolio Holdings

Wealth Plan Partners, LLC

  • $966 Billion
  • Q1 2024

Wealth Plan Partners, LLC has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $966 Billion distributed in 409 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $54.7B, Berkshire Hathaway Inc Class B with a value of $39.6B, Vanguard Total Stock Market Et with a value of $35.4B, Ishares Core Dividend Growth E with a value of $27.4B, and Schwab Strategic Tr Intl Eqty with a value of $18.8B.

Examining the 13F form we can see an decrease of $6.99B in the current position value, from $973B to 966B.

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 $966 Billion
ETFs: $458 Billion
Technology: $98.3 Billion
Financial Services: $96 Billion
Consumer Cyclical: $44.4 Billion
Industrials: $42 Billion
Consumer Defensive: $41.8 Billion
Healthcare: $35.8 Billion
Communication Services: $21.7 Billion
Other: $55.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.09T
$54.7 Billion 5.66% of portfolio
319,004
Q1 2024 Reduced 5.25%
$539B
$39.6 Billion 4.1% of portfolio
94,224
Q1 2024 Reduced 3.43%
$0
$35.4 Billion 3.66% of portfolio
136,073
Q1 2024 Reduced 2.53%
$0
$27.4 Billion 2.83% of portfolio
471,594
Q1 2024 Added 45.48%
$0
$18.8 Billion 1.95% of portfolio
481,844
Q1 2024 Added 0.38%
$0
$18.6 Billion 1.93% of portfolio
320,442
Q1 2024 Reduced 24.84%
$0
$16.7 Billion 1.73% of portfolio
596,381
Q1 2024 Reduced 0.2%
$0
$16.1 Billion 1.67% of portfolio
86,230
Q1 2024 Added 7.68%
$0
$15.6 Billion 1.61% of portfolio
173,013
Q1 2024 Reduced 3.93%
$0
$14.8 Billion 1.53% of portfolio
586,010
Q1 2024 Reduced 1.21%
$1.8T
$14.6 Billion 1.51% of portfolio
80,721
Q1 2024 Added 4.19%
$0
$14.4 Billion 1.49% of portfolio
32,344
Q1 2024 Added 77.25%
$0
$14.4 Billion 1.49% of portfolio
541,933
Q1 2024 Reduced 0.98%
$0
$14.1 Billion 1.46% of portfolio
280,131
Q1 2024 Reduced 0.08%
$0
$13.8 Billion 1.43% of portfolio
266,866
Q1 2024 Reduced 4.03%
$0
$11.7 Billion 1.22% of portfolio
116,389
Q1 2024 Added 2.42%
$0
$11.1 Billion 1.15% of portfolio
179,547
Q1 2024 Reduced 5.65%
$358B
$10.8 Billion 1.12% of portfolio
14,711
Q1 2024 Added 6.12%
-
$9.38 Billion 0.97% of portfolio
-
Q1 2024 New
$0
$9.12 Billion 0.94% of portfolio
135,377
Q1 2024 Reduced 1.57%
$0
$8.67 Billion 0.9% of portfolio
338,374
Q1 2024 Reduced 9.84%
$383B
$8.6 Billion 0.89% of portfolio
54,338
Q1 2024 Reduced 20.37%
$3.09T
$8.46 Billion 0.88% of portfolio
20,102
Q1 2024 Reduced 5.92%
$1.06T
$8.17 Billion 0.85% of portfolio
53,645
Q1 2024 Reduced 4.71%
$0
$8.17 Billion 0.85% of portfolio
140,891
Q1 2024 Reduced 0.56%
$318B
$8.25 Billion 0.85% of portfolio
52,282
Q1 2024 Reduced 11.67%
$12.4B
$8.15 Billion 0.84% of portfolio
25,589
Q1 2024 Reduced 19.37%
$179B
$7.99 Billion 0.83% of portfolio
70,328
Q1 2024 Reduced 14.62%
$0
$7.89 Billion 0.82% of portfolio
128,258
Q1 2024 Reduced 25.1%
$238B
$7.92 Billion 0.82% of portfolio
45,256
Q1 2024 Reduced 20.33%
$285B
$7.78 Billion 0.81% of portfolio
42,735
Q1 2024 Reduced 25.08%
$2.73T
$7.61 Billion 0.79% of portfolio
8,421
Q1 2024 Added 6.08%
$0
$7.63 Billion 0.79% of portfolio
144,423
Q1 2024 Added 5.31%
$43.4B
$7.49 Billion 0.78% of portfolio
37,841
Q1 2024 Reduced 30.34%
$4.06B
$7.18 Billion 0.74% of portfolio
74,024
Q1 2024 Reduced 23.5%
$11.4B
$7.01 Billion 0.73% of portfolio
27,445
Q1 2024 Reduced 23.81%
$178B
$7.09 Billion 0.73% of portfolio
117,833
Q1 2024 Added 167.62%
$34.3B
$6.71 Billion 0.69% of portfolio
106,774
Q1 2024 Reduced 6.17%
-
$6.71 Billion 0.69% of portfolio
-
Q1 2024 Added 1,358.95%
$13.6B
$6.7 Billion 0.69% of portfolio
71,693
Q1 2024 Reduced 28.31%
$0
$6.31 Billion 0.65% of portfolio
331,045
Q1 2024 Added 3.27%
$594B
$6.3 Billion 0.65% of portfolio
31,447
Q1 2024 Reduced 5.26%
$0
$6.1 Billion 0.63% of portfolio
60,719
Q1 2024 Reduced 0.15%
$0
$6.03 Billion 0.62% of portfolio
104,241
Q1 2024 Added 1.34%
$20.3B
$6.01 Billion 0.62% of portfolio
38,772
Q1 2024 Reduced 23.8%
$0
$5.93 Billion 0.61% of portfolio
81,040
Q1 2024 Added 0.75%
$32.8B
$5.79 Billion 0.6% of portfolio
106,941
Q1 2024 Reduced 22.13%
$150B
$5.76 Billion 0.6% of portfolio
30,144
Q1 2024 Reduced 33.01%
$713M
$5.81 Billion 0.6% of portfolio
528,464
Q1 2024 Added 2.85%

Summary

  • Portfolio
  • No. of Stocks 409
  • Current Value $966 Billion
  • Prior Value $973 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 07, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 35 stocks
  • Additional Purchases 113 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 131 stocks
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