Wealth Plan Partners, LLC Portfolio Holdings

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

Wealth Plan Partners, LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $745 Billion distributed in 316 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $54.6B, Berkshire Hathaway Inc Class B with a value of $36.3B, Ishares Core Dividend Growth E with a value of $19.4B, Pacer Fds Tr Us Cash Cows 100 with a value of $18.7B, and First Tr Ex Td Viii Ft Cboe Ve with a value of $17.4B.

Examining the 13F form we can see an decrease of $187B in the current position value, from $931B to 745B.

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 $745 Billion
ETFs: $309 Billion
Technology: $96 Billion
Financial Services: $69.2 Billion
Industrials: $39.5 Billion
Consumer Defensive: $37.4 Billion
Consumer Cyclical: $37.2 Billion
Healthcare: $29.4 Billion
Communication Services: $21 Billion
Other: $36.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$2.11 Billion 0.28% of portfolio
-
Q3 2024 Added 9.96%
$9.32B
$2.06 Billion 0.28% of portfolio
22,936
Q3 2024 Reduced 33.57%
$59.4B
$1.98 Billion 0.27% of portfolio
3,554
Q3 2024 Reduced 14.49%
$214B
$1.91 Billion 0.26% of portfolio
2,137
Q3 2024 Reduced 34.41%
$984B
$1.93 Billion 0.26% of portfolio
11,653
Q3 2024 Added 3.42%
$55.6B
$1.97 Billion 0.26% of portfolio
10,946
Q3 2024 Reduced 16.15%
$7.4B
$1.8 Billion 0.24% of portfolio
27,322
Q3 2024 Reduced 11.59%
$164B
$1.77 Billion 0.24% of portfolio
6,525
Q3 2024 Reduced 10.67%
-
$1.82 Billion 0.24% of portfolio
-
Q3 2024 Added 26.12%
$430B
$1.66 Billion 0.22% of portfolio
4,102
Q3 2024 Added 19.84%
$507B
$1.59 Billion 0.21% of portfolio
5,774
Q3 2024 Reduced 59.29%
$206B
$1.58 Billion 0.21% of portfolio
13,830
Q3 2024 Reduced 57.89%
$711B
$1.57 Billion 0.21% of portfolio
1,768
Q3 2024 Added 11.83%
$29.2B
$1.51 Billion 0.2% of portfolio
25,318
Q3 2024 Reduced 29.09%
$38.8B
$1.31 Billion 0.18% of portfolio
4,836
Q3 2024 Reduced 5.93%
$508B
$1.23 Billion 0.17% of portfolio
10,523
Q3 2024 Reduced 3.56%
$86.4B
$1.11 Billion 0.15% of portfolio
2,194
Q3 2024 New
$223B
$1.09 Billion 0.15% of portfolio
6,656
Q3 2024 Added 37.75%
$135B
$1.06 Billion 0.14% of portfolio
2,547
Q3 2024 Added 4.51%
$251B
$1.05 Billion 0.14% of portfolio
9,281
Q3 2024 Reduced 6.49%
$36.8B
$929 Million 0.12% of portfolio
11,567
Q3 2024 Reduced 74.87%
$102B
$890 Million 0.12% of portfolio
17,435
Q3 2024 Reduced 0.63%
$66.5B
$866 Million 0.12% of portfolio
5,022
Q3 2024 Added 271.72%
$149B
$921 Million 0.12% of portfolio
10,893
Q3 2024 Reduced 31.24%
$11.8B
$812 Million 0.11% of portfolio
13,034
Q3 2024 Reduced 38.69%
$214B
$826 Million 0.11% of portfolio
2,713
Q3 2024 Reduced 25.65%
$57.5B
$770 Million 0.1% of portfolio
4,940
Q3 2024 Reduced 11.33%
$101B
$739 Million 0.1% of portfolio
31,517
Q3 2024 Reduced 64.05%
-
$774 Million 0.1% of portfolio
-
Q3 2024 New
$59.3B
$672 Million 0.09% of portfolio
1,848
Q2 2024 Reduced 0.27%
-
$660 Million 0.09% of portfolio
-
Q3 2024 Added 3.73%
$89.6B
$702 Million 0.09% of portfolio
1,421
Q3 2024 Added 4.26%
$2.53B
$644 Million 0.09% of portfolio
16,677
Q1 2023 Reduced 40.7%
$11.5B
$630 Million 0.08% of portfolio
19,933
Q4 2022 Reduced 0.68%
$78B
$561 Million 0.08% of portfolio
12,276
Q3 2024 Added 3.92%
-
$604 Million 0.08% of portfolio
-
Q3 2024 New
$518B
$537 Million 0.07% of portfolio
3,150
Q3 2024 Reduced 8.3%
$418B
$537 Million 0.07% of portfolio
3,103
Q3 2024 Reduced 15.86%
$81.7B
$456 Million 0.06% of portfolio
1,755
Q3 2024 Added 0.11%
$276B
$419 Million 0.06% of portfolio
5,828
Q3 2024 Reduced 66.98%
$141B
$437 Million 0.06% of portfolio
3,718
Q3 2024 Reduced 7.42%
$210B
$453 Million 0.06% of portfolio
1,159
Q3 2024 Reduced 81.9%
$0
$437 Million 0.06% of portfolio
22,167
Q3 2024 Reduced 15.53%
$46.1B
$417 Million 0.06% of portfolio
4,671
Q2 2024 Reduced 0.34%
$400B
$410 Million 0.06% of portfolio
578
Q3 2024 Reduced 38.71%
$198B
$472 Million 0.06% of portfolio
2,505
Q3 2024 Added 0.12%
$142B
$368 Million 0.05% of portfolio
3,497
Q3 2024 Reduced 3.42%
$0
$373 Million 0.05% of portfolio
17,803
Q3 2024 Added 41.88%
$89B
$369 Million 0.05% of portfolio
2,426
Q3 2024 Reduced 17.2%

Summary

  • Portfolio
  • No. of Stocks 316
  • Current Value $745 Billion
  • Prior Value $931 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 22 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 148 stocks
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