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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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