WI
| |
WealthPlan Investment Management, LLC13F | |
| WealthPlan Investment Management, LLC | |
| Last update 2025-05-12 | 268 Stocks (23 new) |
| Value $1.02 Bil | Turnover 10 % |
WealthPlan Investment Manageme... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 359,120 | 79,771.2 | -0.78% | 7.860 | -0.07% | 0.000 | -4.99% | -14.96% | 3,172,966.9 | Hardware | |
VTI | Vanguard Total Stock Market ETF | 146,241 | 40,192.9 | +21.84% | 3.960 | +0.71% | 0.010 | +10.25% | +6.11% | 446,564.3 | ||
BRK.B | Berkshire Hathaway Inc | 53,531 | 28,509.4 | -1.76% | 2.810 | -0.04% | 0.000 | -10.64% | +6.00% | 1,035,882.3 | Insurance | |
SPAB | SPDR Portfolio Aggregate Bond ETF | 770,717 | 19,684.1 | +2.80% | 1.940 | +0.05% | 0.230 | +0.88% | +4.01% | 8,771.8 | ||
SCHF | Schwab International Equity ETF | 984,903 | 19,481.4 | -11.11% | 1.920 | -0.23% | 0.040 | +11.93% | +20.52% | 49,062.3 | ||
DGRO | iShares Core Dividend Growth ETF | 296,559 | 18,321.4 | -6.59% | 1.800 | -0.13% | 0.060 | +5.25% | +6.90% | 32,478.7 | ||
GOOG | Alphabet Inc | 108,031 | 16,877.6 | +4.01% | 1.660 | +0.06% | 0.000 | +13.29% | -5.39% | 2,174,084.8 | Interactive Media | |
CASY | Casey's General Stores Inc | 38,303 | 16,624.8 | +1.69% | 1.640 | +0.03% | 0.110 | +15.23% | +29.24% | 18,996.5 | Retail - Cyclical | |
IVE | iShares S&P 500 Value ETF | 83,643 | 15,940.7 | -1.59% | 1.570 | -0.03% | 0.040 | +3.70% | +4.33% | 39,516.8 | ||
COST | Costco Wholesale Corp | 16,846 | 15,932.5 | -1.10% | 1.570 | -0.02% | 0.000 | +1.92% | +7.47% | 435,654.2 | Retail - Defensive |
WealthPlan Investment Management, LLC's Historical Top Holdings Breakdowns
WealthPlan Investment Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +1.02% | 663000 ($729331) 801950 | $720,500.00 | -1.21% | New holding | 13 | 13 | |
UDEC |
Innovator U.S. Equity Ultra Buffer ETF - December
Innovator U.S. Equity Ultra Buffer ETF - December
| 2025-03-31 | New Buy New Buy | +0.84% | 34.08 ($35.19) 35.99 | $36.42 | 3.50% | New holding | 248,790 | 248,790 | |
FNOV |
FT Vest U.S. Equity Buffer ETF - November
FT Vest U.S. Equity Buffer ETF - November
| 2025-03-31 | Sold Out Sold Out | -0.83% | 46.06 ($48.03) 49.32 | $50.28 | 4.68% | Sold Out | 0 | -174,540 | |
DECT |
AllianzIM U.S. Large Cap Buffer10 Dec ETF
AllianzIM U.S. Large Cap Buffer10 Dec ETF
| 2025-03-31 | New Buy New Buy | +0.79% | 30.69 ($32) 32.9 | $33.43 | 4.47% | New holding | 257,352 | 257,352 | |
AZAL | AZAL | 2025-03-31 | New Buy New Buy | +0.79% | 37.83 ($39.6) 40.73 | $27.75 | -29.91% | New holding | 209,504 | 209,504 | |
BJUL |
Innovator U.S. Equity Buffer ETF - July
Innovator U.S. Equity Buffer ETF - July
| 2025-03-31 | New Buy New Buy | +0.79% | 42.65 ($44.73) 46.09 | $47.28 | 5.71% | New holding | 186,105 | 186,105 | |
BFEB |
Innovator U.S. Equity Buffer ETF - February
Innovator U.S. Equity Buffer ETF - February
| 2025-03-31 | New Buy New Buy | +0.79% | 41.03 ($42.88) 44 | $44.79 | 4.44% | New holding | 193,357 | 193,357 | |
CLIP | Global X 1-3 Month T-Bill ETF | 2025-03-31 | Sold Out Sold Out | -0.78% | 100.08 ($100.26) 100.45 | $100.08 | -0.18% | Sold Out | 0 | -78,336 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.71% | 271.18 ($290.53) 303.12 | $305.51 | 5.16% | Add 21.84% | 146,241 | 26,209 | |
FOCT |
FT Vest U.S. Equity Buffer ETF - October
FT Vest U.S. Equity Buffer ETF - October
| 2025-03-31 | Sold Out Sold Out | -0.66% | 41.06 ($42.84) 44.04 | $44.80 | 4.59% | Sold Out | 0 | -156,445 |
WealthPlan Investment Management, LLC Total Holding History ($B)
WealthPlan Investment Management, LLC's Asset Allocation
WealthPlan Investment Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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WealthPlan Investment Management, LLC's Hypothetical Growth since 2025-03-31
WealthPlan Investment Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
WealthPlan Investment Management, LLC's Holdings Heat Map
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WealthPlan Investment Management, LLC's Holdings Bubble Chart
WealthPlan Investment Management, LLC News
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