WealthPlan Investment Management, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationomaha, NE
- CIK0001929986
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
262 | $1.01B | AAPL, VTI, BRK.B, SCHF | 13F-HR | Jan 30, 2025 | 000192998625000001 | ||
247 | $987.55M | AAPL, VTI, BRK.B, SCHF | 13F-HR | Nov 5, 2024 | 000192998624000004 | ||
184 | $661.00M | AAPL, HIGH, GOOG, BRK.B | 13F-HR | Aug 9, 2024 | 000192998624000003 | ||
181 | $655.46M | AAPL, HIGH, BRK.B, PEP | 13F-HR | May 16, 2024 | 000192998624000002 | ||
190 | $624.31M | AAPL, NUE, MSC INDL DIRECT INC, BRK.B | 13F-HR | Jan 5, 2024 | 000192998624000001 | ||
167 | $565.71M | AAPL, FLTR, BRK.B, MSC INDL DIRECT INC | RESTATEMENT | Nov 15, 2023 | 000192998623000005 | ||
371 | $335.37M | AAPL, FIRST TR EXCHNG TRADED FD VI, FTLS, AMAX | RESTATEMENT | Aug 14, 2023 | 000158064223004232 | ||
442 | $580.91M | AAPL, PEP, NUE, WPC | 13F-HR | May 8, 2023 | 000158064223002620 | ||
394 | $1.43B | AAPL, BRK.B, VTI, COWZ | 13F-HR | Feb 15, 2023 | 000158064223000897 | ||
373 | $1.37B | AAPL, BRK.B, VTI, FIRST TR EXCHNG TRADED FD VI | 13F-HR | Dec 12, 2022 | 000158064222006215 | ||
382 | $1.44B | AAPL, VTI, BRK.B, FIRST TR EXCHNG TRADED FD VI | 13F-HR | Sep 7, 2022 | 000158064222004563 |