The Analysis of WealthPLAN Partners, LLC's Holdings


Currently, WealthPLAN Partners, LLC holds 249 types of securities in its portfolio with a total value $667.2M. In the most recent quarter, they have increased their positions in PAAA (+93.5K shares, valued at $4.8M), MSFT (+8.2K shares, valued at $4.3M), NVDA (+17.5K shares, valued at $3.3M); decreased their positions in COWZ (-41.8K shares, valued at $2.4M), EFV (-7.4K shares, valued at $499.5K), IUSB (-9.1K shares, valued at $426.6K); initiated new positions in BDEC (+61.0K shares, valued at $2.9M), GEV (+1.2K shares, valued at $717.1K), INOD (+7.8K shares, valued at $604.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AAPL APPLE INC197.4K shares-0.59%2025-09-302025-10-27history
BRK.B BERKSHIRE HATHAWAY INC DEL71.7K shares0.02%2025-09-302025-10-27history
NVDA NVIDIA CORPORATION110.0K shares18.95%2025-09-302025-10-27history
DGRO ISHARES TR232.4K shares1.70%2025-09-302025-10-27history
BUFR FIRST TR EXCHNG TRADED FD VI427.0K shares1.44%2025-09-302025-10-27history
MSFT MICROSOFT CORP27.5K shares42.73%2025-09-302025-10-27history
IVV ISHARES TR21.2K shares3.12%2025-09-302025-10-27history
PAAA PGIM ETF TR272.3K shares52.30%2025-09-302025-10-27history
Sponsored
AMZN AMAZON COM INC60.7K shares0.39%2025-09-302025-10-27history
VTI VANGUARD INDEX FDS36.7K shares1.42%2025-09-302025-10-27history
QQQ INVESCO QQQ TR19.4K shares2.44%2025-09-302025-10-27history
COWZ PACER FDS TR188.6K shares-18.16%2025-09-302025-10-27history
HEQT SIMPLIFY EXCHANGE TRADED FUN324.6K shares1.88%2025-09-302025-10-27history
COST COSTCO WHSL CORP NEW10.0K shares11.10%2025-09-302025-10-27history
CLOI VANECK ETF TRUST162.7K shares-2.03%2025-09-302025-10-27history
IVW ISHARES TR64.5K shares-2.53%2025-09-302025-10-27history
Sponsored
HELO J P MORGAN EXCHANGE TRADED F115.9K shares2.49%2025-09-302025-10-27history
GOOG ALPHABET INC30.4K shares1.89%2025-09-302025-10-27history
JPM JPMORGAN CHASE & CO.23.3K shares5.10%2025-09-302025-10-27history
FTLS FIRST TR EXCH TRADED FD III102.9K shares1.61%2025-09-302025-10-27history
WMT WALMART INC69.8K shares-0.44%2025-09-302025-10-27history
IGRO ISHARES TR86.5K shares1.81%2025-09-302025-10-27history
STXG EA SERIES TRUST133.7K shares5.75%2025-09-302025-10-27history
AVEM AMERICAN CENTY ETF TR83.4K shares12.89%2025-09-302025-10-27history
Sponsored
JNJ JOHNSON & JOHNSON33.3K shares-2.35%2025-09-302025-10-27history
SPYG SPDR SERIES TRUST58.5K shares-1.50%2025-09-302025-10-27history
STXV EA SERIES TRUST186.6K shares4.59%2025-09-302025-10-27history
SCHD SCHWAB STRATEGIC TR212.7K shares1.23%2025-09-302025-10-27history
AGOX STARBOARD INVT TR184.9K shares0.85%2025-09-302025-10-27history
CASY CASEYS GEN STORES INC10.0K shares-3.67%2025-09-302025-10-27history
VYM VANGUARD WHITEHALL FDS37.6K shares58.47%2025-09-302025-10-27history
ABBV ABBVIE INC22.5K shares-1.79%2025-09-302025-10-27history
Sponsored
UNP UNION PAC CORP21.1K shares2.18%2025-09-302025-10-27history
TSLA TESLA INC10.6K shares0.65%2025-09-302025-10-27history
META META PLATFORMS INC6.3K shares1.49%2025-09-302025-10-27history
SCHZ SCHWAB STRATEGIC TR188.1K shares8.24%2025-09-302025-10-27history
MOAT VANECK ETF TRUST44.4K shares2.01%2025-09-302025-10-27history
IBM INTERNATIONAL BUSINESS MACHS15.2K shares-5.93%2025-09-302025-10-27history
CVX CHEVRON CORP NEW27.4K shares-3.02%2025-09-302025-10-27history
EMR EMERSON ELEC CO30.2K shares-3.38%2025-09-302025-10-27history
Sponsored
MSM MSC INDL DIRECT INC41.9K shares-5.22%2025-09-302025-10-27history
PEP PEPSICO INC27.3K shares1.14%2025-09-302025-10-27history
SPYM SPDR SERIES TRUST47.3K shares12.72%2025-09-302025-10-27history
O REALTY INCOME CORP60.9K shares0.65%2025-09-302025-10-27history
FLBL FRANKLIN TEMPLETON ETF TR152.2K shares0.99%2025-09-302025-10-27history
DYNF BLACKROCK ETF TRUST60.8K shares19.52%2025-09-302025-10-27history
LECO LINCOLN ELEC HLDGS INC14.9K shares-4.07%2025-09-302025-10-27history
TDV PROSHARES TR40.3K shares1.36%2025-09-302025-10-27history
Sponsored
BRO BROWN & BROWN INC36.6K shares2.46%2025-09-302025-10-27history
GPC GENUINE PARTS CO24.6K shares-1.24%2025-09-302025-10-27history
STRV EA SERIES TRUST78.4K shares14.41%2025-09-302025-10-27history
GGG GRACO INC39.7K shares1.39%2025-09-302025-10-27history
FLTR VANECK ETF TRUST131.8K shares0.90%2025-09-302025-10-27history
GOOGL ALPHABET INC13.6K shares-1.07%2025-09-302025-10-27history
IVE ISHARES TR15.8K shares4.36%2025-09-302025-10-27history
VZ VERIZON COMMUNICATIONS INC73.9K shares1.36%2025-09-302025-10-27history
Sponsored
AMGN AMGEN INC11.3K shares11.13%2025-09-302025-10-27history
UDEC INNOVATOR ETFS TRUST82.8K shares1.35%2025-09-302025-10-27history
ICOW PACER FDS TR87.1K shares4.32%2025-09-302025-10-27history
MBSF VALUED ADVISERS TR124.4K shares1.42%2025-09-302025-10-27history
TXN TEXAS INSTRS INC17.2K shares0.84%2025-09-302025-10-27history
CFR CULLEN FROST BANKERS INC24.4K shares-5.64%2025-09-302025-10-27history
SEMI COLUMBIA ETF TR I98.9K shares-0.70%2025-09-302025-10-27history
QUAL ISHARES TR15.6K shares-10.51%2025-09-302025-10-27history
Sponsored
RPM RPM INTL INC25.6K shares0.50%2025-09-302025-10-27history
STXK EA SERIES TRUST89.3K shares0.10%2025-09-302025-10-27history
NUE NUCOR CORP21.8K shares2.73%2025-09-302025-10-27history
TSN TYSON FOODS INC54.3K shares4.07%2025-09-302025-10-27history
BX BLACKSTONE INC17.1K shares4.16%2025-09-302025-10-27history
PLTR PALANTIR TECHNOLOGIES INC16.0K shares3.95%2025-09-302025-10-27history
BDEC INNOVATOR ETFS TRUST61.0K sharesnew addition2025-09-302025-10-27history
TCAF T ROWE PRICE ETF INC77.6K shares3.04%2025-09-302025-10-27history
Sponsored
MA MASTERCARD INCORPORATED5.1K shares2.24%2025-09-302025-10-27history
XLG INVESCO EXCHANGE TRADED FD T49.9K shares114.62%2025-09-302025-10-27history
DECT AIM ETF PRODUCTS TRUST79.8K shares1125.27%2025-09-302025-10-27history
GAUG FIRST TR EXCHNG TRADED FD VI72.1K shares10.08%2025-09-302025-10-27history
UMAR INNOVATOR ETFS TRUST70.6K shares10.32%2025-09-302025-10-27history
BKE BUCKLE INC46.6K shares0.01%2025-09-302025-10-27history
RSP INVESCO EXCHANGE TRADED FD T13.8K shares2.21%2025-09-302025-10-27history
AVGO BROADCOM INC7.9K shares7.68%2025-09-302025-10-27history
Sponsored
XTEN BONDBLOXX ETF TRUST55.5K shares12.25%2025-09-302025-10-27history
APD AIR PRODS & CHEMS INC9.4K shares1.22%2025-09-302025-10-27history
EFV ISHARES TR37.9K shares-16.26%2025-09-302025-10-27history
LMT LOCKHEED MARTIN CORP5.1K shares-2.07%2025-09-302025-10-27history
SPY SPDR S&P 500 ETF TR3.7K shares103.70%2025-09-302025-10-27history
HIGH SIMPLIFY EXCHANGE TRADED FUN107.9K shares0.62%2025-09-302025-10-27history
PNC PNC FINL SVCS GROUP INC12.3K shares-2.71%2025-09-302025-10-27history
LLY ELI LILLY & CO3.2K shares75.16%2025-09-302025-10-27history
Sponsored
IUSB ISHARES TR52.2K shares-14.90%2025-09-302025-10-27history
STXT EA SERIES TRUST115.1K shares0.05%2025-09-302025-10-27history
MCK MCKESSON CORP2.9K shares6.01%2025-09-302025-10-27history
IEMG ISHARES INC34.5K shares-10.64%2025-09-302025-10-27history
XLF SELECT SECTOR SPDR TR41.7K shares1.04%2025-09-302025-10-27history
NKE NIKE INC31.9K shares3.20%2025-09-302025-10-27history
RGTI RIGETTI COMPUTING INC71.8K shares28.66%2025-09-302025-10-27history
XLV SELECT SECTOR SPDR TR15.0K shares-8.31%2025-09-302025-10-27history
Sponsored
DOV DOVER CORP12.4K shares3.46%2025-09-302025-10-27history
ADBE ADOBE INC5.8K shares41.05%2025-09-302025-10-27history
TMO THERMO FISHER SCIENTIFIC INC4.2K shares6.04%2025-09-302025-10-27history
ALB ALBEMARLE CORP23.1K shares4.28%2025-09-302025-10-27history
MBB ISHARES TR19.6K shares14.26%2025-09-302025-10-27history
BSEP INNOVATOR ETFS TRUST38.4K shares1.76%2025-09-302025-10-27history
IWF ISHARES TR3.4K shares-0.91%2025-09-302025-10-27history
BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-10-27history
Sponsored
BAI BLACKROCK ETF TRUST43.6K shares159.65%2025-09-302025-10-27history
NOBL PROSHARES TR14.1K shares-2.24%2025-09-302025-10-27history
MAIN MAIN STR CAP CORP22.3K shares0.22%2025-09-302025-10-27history
HD HOME DEPOT INC3.5K shares-8.62%2025-09-302025-10-27history
BINC BLACKROCK ETF TRUST II26.6K shares14.72%2025-09-302025-10-27history
LOW LOWES COS INC5.5K shares-1.09%2025-09-302025-10-27history
INTC INTEL CORP41.0K shares30.05%2025-09-302025-10-27history
THRO BLACKROCK ETF TRUST35.4K shares4.13%2025-09-302025-10-27history
Sponsored
XOM EXXON MOBIL CORP11.7K shares30.70%2025-09-302025-10-27history
ORCL ORACLE CORP4.7K shares23.67%2025-09-302025-10-27history
STXM EA SERIES TRUST43.6K shares-8.40%2025-09-302025-10-27history
FLRT PACER FDS TR25.5K shares19.97%2025-09-302025-10-27history
IAGG ISHARES TR22.8K shares12.80%2025-09-302025-10-27history
STZ CONSTELLATION BRANDS INC8.7K shares11.61%2025-09-302025-10-27history
AMD ADVANCED MICRO DEVICES INC7.1K shares8.51%2025-09-302025-10-27history
VLTO VERALTO CORP10.6K shares3.61%2025-09-302025-10-27history
Sponsored
GLDM WORLD GOLD TR14.6K shares69.89%2025-09-302025-10-27history
VOO VANGUARD INDEX FDS1.8K shares-2.75%2025-09-302025-10-27history
V VISA INC3.2K shares0.85%2025-09-302025-10-27history
SPGI S&P GLOBAL INC2.2K shares6.13%2025-09-302025-10-27history
ZOCT INNOVATOR ETFS TRUST39.9K shares0.00%2025-09-302025-10-27history
APOC INNOVATOR ETFS TRUST39.7K shares0.00%2025-09-302025-10-27history
MO ALTRIA GROUP INC15.0K shares-5.28%2025-09-302025-10-27history
SPMO INVESCO EXCH TRADED FD TR II8.0K shares2.32%2025-09-302025-10-27history
Sponsored
LNG CHENIERE ENERGY INC4.0K shares3.62%2025-09-302025-10-27history
DE DEERE & CO2.1K shares-16.51%2025-09-302025-10-27history
SPYV SPDR SERIES TRUST17.0K shares-7.07%2025-09-302025-10-27history
GLD SPDR GOLD TR2.6K shares3.60%2025-09-302025-10-27history
CRWD CROWDSTRIKE HLDGS INC1.9K shares25.52%2025-09-302025-10-27history
AOS SMITH A O CORP12.1K shares1.33%2025-09-302025-10-27history
STXE EA SERIES TRUST26.5K shares0.10%2025-09-302025-10-27history
PTRB PGIM ETF TR20.6K shares0.00%2025-09-302025-10-27history
Sponsored
ROP ROPER TECHNOLOGIES INC1.7K shares11.38%2025-09-302025-10-27history
BA BOEING CO3.9K shares160.70%2025-09-302025-10-27history
MRK MERCK & CO INC9.8K shares7.45%2025-09-302025-10-27history
SCHG SCHWAB STRATEGIC TR25.8K shares5.52%2025-09-302025-10-27history
SNPS SYNOPSYS INC1.7K shares6.39%2025-09-302025-10-27history
SCHX SCHWAB STRATEGIC TR30.3K shares-0.35%2025-09-302025-10-27history
CAT CATERPILLAR INC1.7K shares49.82%2025-09-302025-10-27history
MDY SPDR S&P MIDCAP 400 ETF TR1.3K shares-2.83%2025-09-302025-10-27history
Sponsored
NOW SERVICENOW INC822 shares3.79%2025-09-302025-10-27history
IWO ISHARES TR2.3K shares-4.85%2025-09-302025-10-27history
IWP ISHARES TR5.1K shares-4.79%2025-09-302025-10-27history
DVY ISHARES TR5.1K shares-3.72%2025-09-302025-10-27history
XLK SELECT SECTOR SPDR TR2.6K shares5.52%2025-09-302025-10-27history
GEV GE VERNOVA INC1.2K sharesnew addition2025-09-302025-10-27history
ARM ARM HOLDINGS PLC4.9K shares-3.88%2025-09-302025-10-27history
NEE NEXTERA ENERGY INC9.1K shares-1.56%2025-09-302025-10-27history
Sponsored
FXH FIRST TR EXCHANGE TRADED FD6.1K shares-2.85%2025-09-302025-10-27history
UBER UBER TECHNOLOGIES INC6.6K shares78.02%2025-09-302025-10-27history
ABT ABBOTT LABS4.8K shares-15.94%2025-09-302025-10-27history
MCD MCDONALDS CORP2.1K shares-11.72%2025-09-302025-10-27history
POCT INNOVATOR ETFS TRUST14.7K shares0.00%2025-09-302025-10-27history
USB US BANCORP DEL12.8K shares2.03%2025-09-302025-10-27history
NFLX NETFLIX INC513 shares15.80%2025-09-302025-10-27history
INOD INNODATA INC7.8K sharesnew addition2025-09-302025-10-27history
Sponsored
SHLD GLOBAL X FDS8.4K sharesnew addition2025-09-302025-10-27history
LULU LULULEMON ATHLETICA INC3.3K shares26.42%2025-09-302025-10-27history
IWD ISHARES TR2.8K shares0.00%2025-09-302025-10-27history
GE GE AEROSPACE1.9K shares1.16%2025-09-302025-10-27history
IWB ISHARES TR1.5K shares0.00%2025-09-302025-10-27history
FNDX SCHWAB STRATEGIC TR20.9K shares-4.00%2025-09-302025-10-27history
EW EDWARDS LIFESCIENCES CORP7.0K sharesnew addition2025-09-302025-10-27history
PSA PUBLIC STORAGE OPER CO1.9K shares0.38%2025-09-302025-10-27history
Sponsored
SBUX STARBUCKS CORP6.2K shares143.53%2025-09-302025-10-27history
SPOT SPOTIFY TECHNOLOGY S A753 shares0.00%2025-09-302025-10-27history
IWN ISHARES TR3.0K shares-6.52%2025-09-302025-10-27history
MDYG SPDR SERIES TRUST5.5K shares0.45%2025-09-302025-10-27history
MU MICRON TECHNOLOGY INC3.0K shares-0.67%2025-09-302025-10-27history
MDYV SPDR SERIES TRUST5.9K shares2.53%2025-09-302025-10-27history
IWS ISHARES TR3.5K shares-6.99%2025-09-302025-10-27history
EMB ISHARES TR5.0K shares13.66%2025-09-302025-10-27history
Sponsored
WPC WP CAREY INC7.0K shares0.04%2025-09-302025-10-27history
CSM PROSHARES TR6.1K shares0.05%2025-09-302025-10-27history
SCHF SCHWAB STRATEGIC TR20.0K shares-0.36%2025-09-302025-10-27history
SLYV SPDR SERIES TRUST5.1K shares2.54%2025-09-302025-10-27history
XLE SELECT SECTOR SPDR TR5.1K shares26.19%2025-09-302025-10-27history
QCOM QUALCOMM INC2.7K shares5.58%2025-09-302025-10-27history
RDVY FIRST TR EXCHANGE TRADED FD6.7K shares0.57%2025-09-302025-10-27history
SHOP SHOPIFY INC3.0K shares72.18%2025-09-302025-10-27history
Sponsored
BAPR INNOVATOR ETFS TRUST9.5K shares0.00%2025-09-302025-10-27history
IPG INTERPUBLIC GROUP COS INC15.4K shares-7.93%2025-09-302025-10-27history
TSM TAIWAN SEMICONDUCTOR MFG LTD1.5K sharesnew addition2025-09-302025-10-27history
BAC BANK AMERICA CORP8.1K shares-16.43%2025-09-302025-10-27history
SCHW SCHWAB CHARLES CORP4.3K shares-0.69%2025-09-302025-10-27history
AMP AMERIPRISE FINL INC827 shares3.38%2025-09-302025-10-27history
BJAN INNOVATOR ETFS TRUST7.6K sharesnew addition2025-09-302025-10-27history
PJAN INNOVATOR ETFS TRUST8.8K shares0.00%2025-09-302025-10-27history
Sponsored
IJR ISHARES TR3.4K shares-12.64%2025-09-302025-10-27history
MMD NYLI MACKAY DEFINEDTERM MUNI26.4K shares-4.86%2025-09-302025-10-27history
SPSM SPDR SERIES TRUST8.5K shares0.81%2025-09-302025-10-27history
PEG PUBLIC SVC ENTERPRISE GRP IN4.7K shares0.00%2025-09-302025-10-27history
NSC NORFOLK SOUTHN CORP1.3K shares0.00%2025-09-302025-10-27history
USMV ISHARES TR4.1K shares28.20%2025-09-302025-10-27history
KO COCA COLA CO5.8K shares16.18%2025-09-302025-10-27history
TJX TJX COS INC NEW2.7K shares20.63%2025-09-302025-10-27history
Sponsored
ADP AUTOMATIC DATA PROCESSING IN1.3K shares78.22%2025-09-302025-10-27history
VUG VANGUARD INDEX FDS786 shares3.15%2025-09-302025-10-27history
QQQI NEOS ETF TRUST6.7K shares31.05%2025-09-302025-10-27history
SUN SUNOCO LP/SUNOCO FIN CORP7.2K shares0.17%2025-09-302025-10-27history
XYL XYLEM INC2.4K sharesnew addition2025-09-302025-10-27history
REGL PROSHARES TR4.1K shares5.82%2025-09-302025-10-27history
PAUG INNOVATOR ETFS TRUST8.1K shares5.08%2025-09-302025-10-27history
T AT&T INC12.1K shares-11.50%2025-09-302025-10-27history
Sponsored
RTX RTX CORPORATION2.0K shares-11.69%2025-09-302025-10-27history
TTWO TAKE-TWO INTERACTIVE SOFTWAR1.3K sharesnew addition2025-09-302025-10-27history
JNK SPDR SERIES TRUST3.4K shares-18.52%2025-09-302025-10-27history
HON HONEYWELL INTL INC1.6K shares58.82%2025-09-302025-10-27history
ROK ROCKWELL AUTOMATION INC934 shares-2.61%2025-09-302025-10-27history
PG PROCTER AND GAMBLE CO2.1K shares-3.32%2025-09-302025-10-27history
IJH ISHARES TR4.9K shares-4.16%2025-09-302025-10-27history
MRCP PGIM ROCK ETF TR10.2K shares4.74%2025-09-302025-10-27history
Sponsored
FDEC FIRST TR EXCHNG TRADED FD VI6.4K sharesnew addition2025-09-302025-10-27history
VEA VANGUARD TAX-MANAGED FDS5.1K shares0.27%2025-09-302025-10-27history
FVD FIRST TR EXCHANGE-TRADED FD6.7K shares2.47%2025-09-302025-10-27history
VTV VANGUARD INDEX FDS1.6K shares1.57%2025-09-302025-10-27history
SPMD SPDR SERIES TRUST5.2K shares0.35%2025-09-302025-10-27history
KKR KKR & CO INC2.3K shares-2.32%2025-09-302025-10-27history
FNDF SCHWAB STRATEGIC TR6.7K shares1.41%2025-09-302025-10-27history
MDLZ MONDELEZ INTL INC4.6K shares0.00%2025-09-302025-10-27history
Sponsored
CSCO CISCO SYS INC4.2K shares2.95%2025-09-302025-10-27history
HRL HORMEL FOODS CORP10.6K shares-0.17%2025-09-302025-10-27history
BSV VANGUARD BD INDEX FDS3.3K shares0.00%2025-09-302025-10-27history
IAU ISHARES GOLD TR3.5K shares-14.97%2025-09-302025-10-27history
SLYG SPDR SERIES TRUST2.7K shares2.71%2025-09-302025-10-27history
PM PHILIP MORRIS INTL INC1.5K shares2.05%2025-09-302025-10-27history
FSCO FS CREDIT OPPORTUNITIES CORP36.0K shares0.00%2025-09-302025-10-27history
VWO VANGUARD INTL EQUITY INDEX F4.5K shares0.00%2025-09-302025-10-27history
Sponsored
INTU INTUIT350 sharesnew addition2025-09-302025-10-27history
COP CONOCOPHILLIPS2.5K shares-17.41%2025-09-302025-10-27history
VCSH VANGUARD SCOTTSDALE FDS3.0K shares2.50%2025-09-302025-10-27history
ITOT ISHARES TR1.6K sharesnew addition2025-09-302025-10-27history
KLAC KLA CORP212 sharesnew addition2025-09-302025-10-27history
PULS PGIM ETF TR4.5K shares-30.74%2025-09-302025-10-27history
DELL DELL TECHNOLOGIES INC1.6K sharesnew addition2025-09-302025-10-27history
NEM NEWMONT CORP2.6K sharesnew addition2025-09-302025-10-27history
Sponsored
BMY BRISTOL-MYERS SQUIBB CO4.8K sharesnew addition2025-09-302025-10-27history
HDV ISHARES TR1.7K sharesnew addition2025-09-302025-10-27history
DIS DISNEY WALT CO1.9K shares-0.53%2025-09-302025-10-27history
GHC GRAHAM HLDGS CO178 sharesnew addition2025-09-302025-10-27history
FPX FIRST TR EXCHANGE-TRADED FD1.2K sharesnew addition2025-09-302025-10-27history
DSL DOUBLELINE INCOME SOLUTIONS13.6K shares0.00%2025-09-302025-10-27history
FSK FS KKR CAP CORP10.5K shares-30.12%2025-09-302025-10-27history
AGNC AGNC INVT CORP12.5K shares0.00%2025-09-302025-10-27history
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HBI HANESBRANDS INC16.4K shares-4.08%2025-09-302025-10-27history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available