WEALTHSPAN PARTNERS, LLC has disclosed 103 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-06-30. The current portfolio value is calculated to be $181.00 Mil. The turnover rate is 6%.
In WEALTHSPAN PARTNERS, LLC's current portfolio as of 2024-06-30, the top 5 holdings are
Vanguard Growth ETF (VUG), Vanguard Value ETF (VTV), Deere & Co (DE), Vanguard Dividend Appreciation FTF (VIG), Microsoft Corp (MSFT), not including call and put options.
WEALTHSPAN PARTNERS, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for WEALTHSPAN PARTNERS, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for WEALTHSPAN PARTNERS, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for WEALTHSPAN PARTNERS, LLC.