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.
Portfolio value
$709 Billion
ETFs: $286 Billion
Technology: $85.8 Billion
Financial Services: $75.1 Billion
Consumer Cyclical: $35.5 Billion
Industrials: $34.7 Billion
Consumer Defensive: $34.4 Billion
Healthcare: $26.2 Billion
Communication Services: $18 Billion
Other: $30.8 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
