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Feltz Wealth PLAN

Latest statistics and disclosures from WealthPLAN Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, BRK.B, VTI, DGRO, SCHF, and represent 18.21% of WealthPLAN Partners's stock portfolio.
Added to shares of these 10 stocks: HIGH (+$9.4M), DGRO (+$8.6M), QQQ (+$6.3M), XHLF (+$6.2M), BRO (+$5.3M), TDIV, WMT, GDEC, FJAN, IWM.
Started 35 new stock positions in VOE, BIL, QCOM, BRO, GDEC, MDT, FEBW, HIGH, SGOV, PAAA.
Reduced shares in these 10 stocks: MINO (-$8.4M), AMAX (-$6.3M), COWZ (-$6.2M), UMBF (-$6.1M), XBJL (-$5.9M), VB, NUE, AAPL, , CALF.
Sold out of its positions in YEAR, AMN, WMS, APRW, JULW, AUGT, DECW, DECT, AMGN, ADP.
WealthPLAN Partners was a net seller of stock by $-47M.
WealthPLAN Partners has $966M in assets under management (AUM), dropping by -0.72%.
Central Index Key (CIK): 0001639943

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Portfolio Holdings for WealthPLAN Partners

WealthPLAN Partners holds 302 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.7	$55M	-5%	319k	171.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	4.1	$40M	-3%	94k	420.52	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.7	$35M	-2%	136k	259.90	View chart
Ishares Tr Core Div Grwth (DGRO)	2.8	$27M	+45%	472k	58.08	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.9	$19M		482k	39.02	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.9	$19M	-24%	320k	58.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	1.7	$17M		596k	27.96	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.7	$16M	+7%	86k	186.81	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.6	$16M	-3%	173k	89.90	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.5	$15M		586k	25.28	View chart
Amazon (AMZN)	1.5	$15M	+4%	81k	180.38	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.5	$14M	+77%	32k	444.01	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	1.5	$14M		542k	26.48	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	1.5	$14M		280k	50.38	View chart
Ishares Core Msci Emkt (IEMG)	1.4	$14M	-4%	267k	51.60	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$12M		22k	525.75	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	1.2	$12M	+2%	116k	100.89	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	1.1	$11M	-5%	180k	61.63	View chart
Costco Wholesale Corporation (COST)	1.1	$11M	+6%	15k	732.64	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	1.0	$9.4M	NEW	385k	24.40	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.9	$9.1M		135k	67.27	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.9	$8.7M	-9%	338k	25.63	View chart
Johnson & Johnson (JNJ)	0.9	$8.6M	-20%	54k	158.19	View chart
Microsoft Corporation (MSFT)	0.9	$8.5M	-5%	20k	420.73	View chart
Chevron Corporation (CVX)	0.9	$8.2M	-11%	52k	157.74	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$8.2M	-4%	54k	152.26	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.8	$8.2M		141k	57.96	View chart
Casey's General Stores (CASY)	0.8	$8.1M	-19%	26k	318.45	View chart
Abbott Laboratories (ABT)	0.8	$8.0M	-14%	70k	113.66	View chart
Pepsi (PEP)	0.8	$7.9M	-20%	45k	175.01	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.8	$7.9M	-25%	128k	61.53	View chart
Abbvie (ABBV)	0.8	$7.8M	-25%	43k	182.10	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.8	$7.6M	+5%	144k	52.90	View chart
NVIDIA Corporation (NVDA)	0.8	$7.6M	+6%	8.4k	903.56	View chart
Nucor Corporation (NUE)	0.8	$7.5M	-30%	38k	197.90	View chart
Msc Indl Direct Cl A (MSM)	0.7	$7.2M	-23%	74k	97.04	View chart
Wal-Mart Stores (WMT)	0.7	$7.1M	+167%	118k	60.17	View chart
Lincoln Electric Holdings (LECO)	0.7	$7.0M	-23%	27k	255.44	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.7	$6.7M	+1358%	133k	50.31	View chart
Archer Daniels Midland Company (ADM)	0.7	$6.7M	-6%	107k	62.81	View chart
Gra (GGG)	0.7	$6.7M	-28%	72k	93.46	View chart
JPMorgan Chase & Co. (JPM)	0.7	$6.3M	-5%	31k	201.53	View chart
Fs Kkr Capital Corp (FSK)	0.7	$6.3M	+3%	331k	19.07	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.6	$6.1M		61k	100.54	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$6.1M		104k	58.10	View chart
Genuine Parts Company (GPC)	0.6	$6.0M	-23%	39k	154.93	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.6	$5.9M		81k	73.15	View chart
Cion Invt Corp (CION)	0.6	$5.8M	+2%	529k	11.00	View chart
Realty Income (O)	0.6	$5.8M	-22%	107k	54.10	View chart
International Business Machines (IBM)	0.6	$5.8M	-33%	30k	190.96	View chart
Wp Carey (WPC)	0.6	$5.7M	-19%	101k	56.44	View chart
Nextera Energy (NEE)	0.6	$5.6M	-2%	88k	63.91	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.6	$5.5M	+2%	196k	28.00	View chart
Mastercard Incorporated Cl A (MA)	0.6	$5.4M		11k	481.57	View chart
Microchip Technology (MCHP)	0.6	$5.4M	+27%	60k	90.62	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$5.4M	+21%	64k	84.44	View chart
Texas Instruments Incorporated (TXN)	0.6	$5.3M	-24%	31k	174.21	View chart
Brown & Brown (BRO)	0.5	$5.3M	NEW	60k	87.54	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.5	$5.2M	+2%	163k	31.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$5.0M	+6%	30k	169.37	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$5.0M	-3%	62k	80.63	View chart
Cullen/Frost Bankers (CFR)	0.5	$4.9M	-26%	44k	112.57	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.5	$4.9M	+15%	68k	71.99	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.5	$4.8M	NEW	69k	69.67	View chart
Lockheed Martin Corporation (LMT)	0.5	$4.8M	+2%	10k	454.86	View chart
Verizon Communications (VZ)	0.5	$4.7M	-30%	113k	41.96	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.5	$4.7M	-28%	116k	40.71	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.5	$4.6M	-2%	145k	32.01	View chart
Meta Platforms Cl A (META)	0.5	$4.6M	-15%	9.4k	485.58	View chart
Columbia Etf Tr I Seligman Semicon (SEMI)	0.5	$4.6M	-5%	182k	25.08	View chart
RPM International (RPM)	0.5	$4.5M	-11%	38k	118.95	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.5	$4.5M	-5%	175k	25.52	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.5	$4.4M		75k	59.62	View chart
Constellation Brands Cl A (STZ)	0.4	$4.3M	+8%	16k	271.77	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$4.2M	+460%	20k	210.30	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	0.4	$4.2M	+13%	88k	47.36	View chart
Ea Series Trust Strive 1000 Valu (STXV)	0.4	$4.0M	+4%	136k	29.01	View chart
Visa Com Cl A (V)	0.4	$3.9M	+21%	14k	279.08	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$3.9M	+4%	84k	46.00	View chart
Nike CL B (NKE)	0.4	$3.8M	-29%	40k	93.98	View chart
Air Products & Chemicals (APD)	0.4	$3.7M	-29%	15k	242.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.4	$3.7M	NEW	116k	31.56	View chart
Union Pacific Corporation (UNP)	0.4	$3.6M		15k	245.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.4	$3.6M	NEW	86k	41.98	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$3.6M	+22%	27k	131.37	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$3.6M	+76%	79k	45.59	View chart
Danaher Corporation (DHR)	0.4	$3.6M	+17%	14k	249.72	View chart
Intel Corporation (INTC)	0.4	$3.5M	+3%	79k	44.17	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.4	$3.5M		62k	56.39	View chart
Gabelli Dividend & Income Trust (GDV)	0.3	$3.3M		142k	22.98	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.3	$3.2M	+3%	141k	22.87	View chart
Albemarle Corporation (ALB)	0.3	$3.2M	-14%	24k	131.74	View chart
Ea Series Trust Strive 1000 Grwt (STXG)	0.3	$3.2M	+10%	84k	37.49	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.3	$3.1M	-72%	68k	45.63	View chart
S&p Global (SPGI)	0.3	$3.1M	+30%	7.2k	425.46	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$3.1M	+17%	53k	57.57	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.3	$3.0M		70k	43.40	View chart
A. O. Smith Corporation (AOS)	0.3	$3.0M	NEW	34k	89.46	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.3	$3.0M	+38%	82k	36.60	View chart
Aim Etf Products Trust Us Lrgcp B10 Feb (FEBT)	0.3	$2.9M	NEW	95k	30.91	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.3	$2.9M		497k	5.93	View chart
Servicenow (NOW)	0.2	$2.4M	+50%	3.1k	762.40	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$2.4M	-5%	14k	164.35	View chart
Caterpillar (CAT)	0.2	$2.3M		6.4k	366.54	View chart
Buckle (BKE)	0.2	$2.3M		58k	40.27	View chart
Adobe Systems Incorporated (ADBE)	0.2	$2.3M	-4%	4.5k	504.60	View chart
Thermo Fisher Scientific (TMO)	0.2	$2.2M	+15%	3.9k	581.18	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.2	$2.2M	NEW	51k	44.40	View chart
Aim Etf Products Trust Us Lrgcp B20 Feb (FEBW)	0.2	$2.2M	NEW	76k	28.96	View chart
Brightspire Capital Com Cl A (BRSP)	0.2	$2.2M		316k	6.89	View chart
Roper Industries (ROP)	0.2	$2.2M	-5%	3.9k	560.86	View chart
Lululemon Athletica (LULU)	0.2	$2.1M	+48%	5.4k	390.65	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.2	$2.1M	+6%	20k	106.46	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.2	$2.1M		52k	39.63	View chart
Tesla Motors (TSLA)	0.2	$2.0M	-9%	12k	175.79	View chart
PNC Financial Services (PNC)	0.2	$2.0M		13k	161.60	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$2.0M		13k	147.73	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$2.0M	-2%	32k	62.06	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$1.9M	+8%	19k	103.79	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.2	$1.9M		48k	39.28	View chart
Lowe's Companies (LOW)	0.2	$1.9M	-10%	7.3k	254.73	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$1.8M	+5%	28k	64.15	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.8M	-14%	3.5k	523.02	View chart
Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW)	0.2	$1.8M		208k	8.63	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.2	$1.8M		35k	50.46	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$1.8M	+153%	45k	39.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.7M	-16%	12k	150.93	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.2	$1.7M		40k	41.84	View chart
Ea Series Trust Strive Sml Cap (STXK)	0.2	$1.7M	+13%	55k	29.98	View chart
Fmc Corp Com New (FMC)	0.2	$1.6M	+111%	25k	63.70	View chart
Broadcom (AVGO)	0.2	$1.6M	+122%	1.2k	1325.41	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$1.6M	+5%	17k	92.42	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$1.6M	+3%	6.0k	260.73	View chart
Cheniere Energy Com New (LNG)	0.2	$1.5M	+7%	9.1k	161.28	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.5M	+436%	24k	60.74	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.4M	-4%	34k	42.12	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$1.4M	+36%	14k	101.41	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.4M	-22%	12k	116.24	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.4M	-2%	15k	94.62	View chart
Home Depot (HD)	0.1	$1.4M	-5%	3.5k	383.79	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.3M	-31%	25k	54.40	View chart
Merck & Co (MRK)	0.1	$1.3M		10k	131.94	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.3M	+2%	8.3k	158.81	View chart
Eli Lilly & Co. (LLY)	0.1	$1.2M		1.6k	777.84	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$1.2M		22k	53.34	View chart
Main Street Capital Corporation (MAIN)	0.1	$1.1M		24k	47.31	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.1M	-2%	3.3k	337.05	View chart
Bank of America Corporation (BAC)	0.1	$1.1M	+161%	28k	38.20	View chart
Coca-Cola Company (KO)	0.1	$1.1M	+151%	17k	61.18	View chart
Ea Series Trust Strive Total Ret (STXT)	0.1	$1.0M	+38%	51k	20.18	View chart
McDonald's Corporation (MCD)	0.1	$1.0M	-4%	3.6k	282.06	View chart
Deere & Company (DE)	0.1	$1000k	-9%	2.4k	410.73	View chart
Target Corporation (TGT)	0.1	$999k	-30%	5.6k	177.20	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$987k	NEW	9.8k	100.71	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$984k		7.3k	135.07	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$954k	+4%	32k	30.23	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$912k	-2%	8.3k	109.59	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$872k		4.2k	205.72	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.1	$843k	+25%	25k	33.66	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$814k		17k	49.24	View chart
Medtronic SHS (MDT)	0.1	$811k	NEW	9.3k	87.15	View chart
Occidental Petroleum Corporation (OXY)	0.1	$806k	NEW	12k	64.99	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$800k	+2%	6.5k	123.19	View chart
Altria (MO)	0.1	$785k	-21%	18k	43.62	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$775k		10k	76.19	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$768k		1.6k	480.70	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$745k	+14%	1.3k	556.40	View chart
Gilead Sciences (GILD)	0.1	$733k	NEW	9.8k	74.68	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$729k		14k	52.16	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.1	$723k	-5%	7.3k	99.23	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$712k	+3%	14k	50.10	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$698k		18k	38.47	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.1	$697k	NEW	13k	52.46	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$687k		6.0k	115.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.1	$679k	NEW	19k	35.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$676k	NEW	19k	35.26	View chart
Ea Series Trust Strive Emerging (STXE)	0.1	$674k	+6%	24k	28.71	View chart
Boeing Company (BA)	0.1	$671k	-26%	3.5k	193.01	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$655k	NEW	19k	34.88	View chart
Werner Enterprises (WERN)	0.1	$652k		17k	39.12	View chart
Interpublic Group of Companies (IPG)	0.1	$650k		20k	32.63	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$623k		27k	23.47	View chart
Northern Lts Fd Tr Iv Main Thematc In (TMAT)	0.1	$613k		35k	17.53	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$609k		26k	23.68	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$606k	-2%	6.4k	94.41	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$601k		5.3k	114.14	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$599k	+135%	7.2k	82.97	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$593k	-13%	2.8k	208.28	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$593k		6.1k	97.93	View chart
McKesson Corporation (MCK)	0.1	$593k		1.1k	536.87	View chart
Northern Lts Fd Tr Iv Main Buywrite (BUYW)	0.1	$589k	+5%	43k	13.67	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$587k		23k	25.25	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.1	$567k		16k	35.71	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$555k		19k	30.01	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$542k		2.0k	270.80	View chart
Charles Schwab Corporation (SCHW)	0.1	$539k	-73%	7.4k	72.34	View chart
Public Storage (PSA)	0.1	$538k		1.9k	290.06	View chart
Walt Disney Company (DIS)	0.1	$534k	-40%	4.4k	122.36	View chart
Netflix (NFLX)	0.1	$532k	-2%	876.00	607.33	View chart
UMB Financial Corporation (UMBF)	0.1	$530k	-91%	6.1k	86.99	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$529k	+6%	2.1k	249.86	View chart
Us Bancorp Del Com New (USB)	0.1	$527k	-41%	12k	44.70	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.1	$525k	-45%	12k	44.49	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$509k		2.8k	179.11	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$507k	-28%	5.5k	92.71	View chart
Procter & Gamble Company (PG)	0.1	$501k	-34%	3.1k	162.53	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.0	$483k	-15%	5.5k	88.45	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$480k		1.7k	288.03	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.0	$478k		7.1k	67.39	View chart
Proshares Tr Large Cap Cre (CSM)	0.0	$476k		7.8k	60.74	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$465k	+7%	4.2k	110.51	View chart
ConocoPhillips (COP)	0.0	$463k		3.6k	127.26	View chart
General Electric Com New (GE)	0.0	$458k	+4%	2.6k	175.56	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.0	$454k		7.5k	60.29	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.0	$448k	+90%	5.1k	87.29	View chart
Norfolk Southern (NSC)	0.0	$446k	-24%	1.7k	254.87	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$442k		9.2k	47.89	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$440k		7.5k	58.63	View chart
Oracle Corporation (ORCL)	0.0	$430k	+71%	3.4k	125.61	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$413k	NEW	5.1k	81.67	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.0	$411k		4.3k	95.20	View chart
TJX Companies (TJX)	0.0	$406k		4.0k	101.43	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.0	$400k	NEW	7.9k	50.97	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$396k	+44%	1.7k	239.76	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$396k	-84%	11k	35.38	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$393k	-16%	2.4k	162.86	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$379k	+45%	8.8k	43.04	View chart
Lamb Weston Hldgs (LW)	0.0	$377k		3.5k	106.52	View chart
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)	0.0	$377k	-3%	7.7k	49.07	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$376k	+3%	3.0k	125.33	View chart
Ares Capital Corporation (ARCC)	0.0	$373k	-53%	18k	20.82	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.0	$372k	+77%	4.9k	76.00	View chart
Cisco Systems (CSCO)	0.0	$369k	+2%	7.4k	49.92	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$366k	-11%	5.2k	70.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$365k	-18%	11k	34.52	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$363k		3.4k	107.60	View chart
Advanced Micro Devices (AMD)	0.0	$360k	+32%	2.0k	180.49	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.0	$358k	NEW	4.1k	87.23	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.0	$358k	+35%	4.6k	78.56	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$346k	+6%	11k	32.23	View chart
Duke Energy Corp Com New (DUK)	0.0	$344k	-21%	3.6k	96.71	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$340k	NEW	3.8k	89.67	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$340k	NEW	9.9k	34.16	View chart
At&t (T)	0.0	$338k	-31%	19k	17.60	View chart
Innovator Etfs Trust Uncapped Acclrtd (XUSP)	0.0	$337k		9.6k	35.21	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$331k	+29%	831.00	397.76	View chart
Constellation Energy (CEG)	0.0	$324k		1.8k	184.85	View chart
Hormel Foods Corporation (HRL)	0.0	$323k		9.3k	34.89	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$322k	+6%	7.4k	43.36	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.0	$319k	-3%	6.3k	50.45	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$318k		8.9k	35.84	View chart
United Rentals (URI)	0.0	$315k	NEW	437.00	721.45	View chart
Rockwell Automation (ROK)	0.0	$315k	-7%	1.1k	291.33	View chart
ConAgra Foods (CAG)	0.0	$314k		11k	29.64	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$313k	+9%	7.3k	42.95	View chart
Public Service Enterprise (PEG)	0.0	$313k		4.7k	66.78	View chart
Intuitive Surgical Com New (ISRG)	0.0	$313k		783.00	399.09	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$307k	+13%	10k	29.46	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$304k	+3%	8.4k	36.19	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$303k	NEW	3.3k	91.80	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$294k	+12%	561.00	523.96	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$288k	-57%	3.4k	83.58	View chart
Bondbloxx Etf Trust Bloomberg One Yr (XONE)	0.0	$286k	-4%	5.8k	49.63	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$283k	-66%	6.7k	42.23	View chart
Pfizer (PFE)	0.0	$282k	-23%	10k	27.75	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$282k	-6%	819.00	344.20	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$277k		3.6k	76.67	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.0	$275k		6.6k	41.74	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$275k	-6%	3.8k	72.36	View chart
UnitedHealth (UNH)	0.0	$270k	-19%	546.00	494.60	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.0	$267k	+2%	4.8k	56.17	View chart
John Hancock Exchange Traded International Hi (JHID)	0.0	$260k	+11%	8.8k	29.67	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.0	$256k		7.2k	35.61	View chart
Ford Motor Company (F)	0.0	$252k	+2%	19k	13.28	View chart
Eaton Corp SHS (ETN)	0.0	$250k	NEW	798.00	312.68	View chart
Wells Fargo & Company (WFC)	0.0	$247k		4.3k	57.95	View chart
Raytheon Technologies Corp (RTX)	0.0	$246k	-13%	2.5k	98.89	View chart
Arm Holdings Sponsored Adr (ARM)	0.0	$245k	NEW	2.0k	124.99	View chart
American Electric Power Company (AEP)	0.0	$245k	-11%	2.8k	86.09	View chart
United Parcel Service CL B (UPS)	0.0	$243k	-2%	1.6k	148.68	View chart
Spotify Technology S A SHS (SPOT)	0.0	$242k	NEW	918.00	263.90	View chart
Paychex (PAYX)	0.0	$238k	-4%	1.9k	122.81	View chart
Starbucks Corporation (SBUX)	0.0	$237k	-8%	2.6k	91.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.0	$235k	NEW	6.0k	39.11	View chart
Southern Company (SO)	0.0	$233k		3.2k	71.74	View chart
Qualcomm (QCOM)	0.0	$228k	NEW	1.3k	169.27	View chart
Comcast Corp Cl A (CMCSA)	0.0	$227k	-31%	5.2k	43.39	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	0.0	$226k	NEW	5.8k	38.89	View chart
Phillips 66 (PSX)	0.0	$216k	NEW	1.3k	163.34	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$206k	NEW	1.3k	155.91	View chart
Sherwin-Williams Company (SHW)	0.0	$205k	NEW	591.00	347.57	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.0	$204k		12k	17.78	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$202k	NEW	8.9k	22.75	View chart
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)	0.0	$154k	-97%	19k	8.07	View chart
Starboard Invt Tr Rh Tactical Rot (RHRX)	0.0	$151k	-14%	10k	14.56	View chart
Doubleline Income Solutions (DSL)	0.0	$151k	+9%	12k	12.70	View chart
New York Community Ban (NYCB)	0.0	$123k	NEW	38k	3.22	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$117k	-7%	12k	9.90	View chart
Altimmune Com New (ALT)	0.0	$104k	-7%	10k	10.18	View chart
Ringcentral Note 3/0 (Principal)	0.0	$52k		55k	0.95	View chart
Presidio Ppty Tr Com Cl A (SQFT)	0.0	$27k		22k	1.22	View chart
Presidio Ppty Tr *w Exp 99/99/999 (SQFTW)	0.0	$1.5k		22k	0.07	View chart

Past Filings by WealthPLAN Partners

SEC 13F filings are viewable for WealthPLAN Partners going back to 2015

WealthPLAN Partners 2024 Q1 filed May 7, 2024
WealthPLAN Partners 2023 Q4 filed Jan. 5, 2024
WealthPLAN Partners 2023 Q3 filed Nov. 2, 2023
WealthPLAN Partners 2023 Q2 filed July 31, 2023
WealthPLAN Partners 2023 Q1 filed May 10, 2023
WealthPLAN Partners 2022 Q4 filed Feb. 16, 2023
WealthPLAN Partners 2022 Q1 filed May 3, 2022
WealthPLAN Partners 2021 Q4 filed Feb. 1, 2022
WealthPLAN Partners 2021 Q3 filed Dec. 9, 2021
WealthPLAN Partners 2021 Q2 filed Aug. 19, 2021
WealthPLAN Partners 2021 Q1 filed May 11, 2021
WealthPLAN Partners 2020 Q4 filed Feb. 9, 2021
WealthPLAN Partners 2020 Q3 filed Dec. 18, 2020
WealthPLAN Partners 2020 Q2 filed Aug. 19, 2020
WealthPLAN Partners 2020 Q1 filed May 15, 2020
WealthPLAN Partners 2019 Q4 filed Feb. 14, 2020

View all past filings

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