Wealth Plan Partners, LLC Portfolio Holdings
Wealth Plan Partners, LLC
- $709 Billion
- Q1 2025
Wealth Plan Partners, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $709 Billion distributed in 303 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $47.5B, Berkshire Hathaway Inc Class B with a value of $39.8B, First Tr Ex Td Viii Ft Cboe Ve with a value of $19B, Pacer Fds Tr Us Cash Cows 100 with a value of $17.3B, and Ishares Core Dividend Growth E with a value of $17.2B.
Examining the 13F form we can see an increase of $4.45B in the current position value, from $705B to 709B.
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.
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 303
- Current Value $709 Billion
- Prior Value $705 Billion
- Filing
- Period Q1 2025
- Filing Date May 09, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 21 stocks
- Additional Purchases 121 stocks
- Sold out of 0 stocks
- Reduced holdings in 85 stocks