WealthPLAN Partners, LLC

Q4 2024 13F Holdings

  • Location
    omaha, NE
  • Num holdings

    240

  • Value ($000)

    $704,949

  • Date Filed
    01/30/2025
  • Form type
    13F-HR
  • CIK
    0001639943
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$53.76M
8 %

214,695

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$34.10M
5 %

75,223

COWZ
COWZ

PACER FDS TR

US CASH COWS 100
69374H881
$17.51M
3 %

310,107

---

FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED
33740F755
$17.03M
2 %

558,777

DGRO
DGRO

ISHARES TR

CORE DIV GRWTH
46434V621
$16.78M
2 %

273,507

SECT
SECT

NORTHERN LTS FD TR IV

MAIN SECTR ROTN
66538H591
$16.77M
2 %

305,128

HEQT
HEQT

SIMPLIFY EXCHANGE TRADED FUN

HEDGED EQUITY
82889N764
$15.75M
2 %

534,413

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$15.38M
2 %

53,061

MOAT
MOAT

VANECK ETF TRUST

MRNGSTR WDE MOAT
92189F643
$15.13M
2 %

163,143

AMZN
AMZN

AMAZON COM INC

COM
023135106
$14.11M
2 %

64,330

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