WealthPlan Investment Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WI WealthPlan Investment Management, LLC | Institutional Filer | ▲ 13.79% | $1.79B | 454 |
Current Portfolio Holdings
Showing all 454 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 422K | $107.2M | 6.00% |
| 2 | IVV | ISHARES TR | — | 125K | $81.8M | 4.58% |
| 3 | BFLB | EA SERIES TRUST | — | 1.0M | $52.1M | 2.92% |
| 4 | VTI | VANGUARD INDEX FDS | — | 156K | $50.1M | 2.81% |
| 5 | NVDA | NVIDIA Corporation | Technology | 276K | $48.1M | 2.69% |
| 6 | IEMG | ISHARES INC | — | 531K | $37.1M | 2.08% |
| 7 | EPS | WISDOMTREE TR | — | 459K | $31.3M | 1.75% |
| 8 | MSFT | Microsoft Corporation | Technology | 81K | $30.0M | 1.68% |
| 9 | JIRE | J P MORGAN EXCHANGE TRADED F | — | 364K | $27.6M | 1.55% |
| 10 | GOOGL | Alphabet Inc. | Technology | 93K | $26.7M | 1.50% |
| 11 | GOOG | Alphabet Inc. | Technology | 90K | $25.8M | 1.44% |
| 12 | SCHF | SCHWAB STRATEGIC TR | — | 1.0M | $25.2M | 1.41% |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 52K | $24.9M | 1.39% |
| 14 | SPAB | SPDR SERIES TRUST | — | 948K | $24.3M | 1.36% |
| 15 | META | Meta Platforms, Inc. | Technology | 42K | $24.0M | 1.34% |
Showing 1 to 15 of 454 holdings