Wealthplan-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ARM",
  "MU",
  null,
  "BKE",
  "FNDF",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "MAIN",
  "GOOGL",
  "AXP",
  null,
  "T",
  null,
  null,
  null,
  "CAT",
  "AVGO",
  "LOW",
  null,
  "AVEM",
  "BRO",
  "ARCC",
  null,
  null,
  null,
  "RGTI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HD",
  null,
  "MCD",
  "RPM",
  null,
  "UNP",
  "QCOM",
  null,
  "FSCO",
  null,
  "EMXC",
  null,
  "EMR",
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  "HEFA",
  null,
  null,
  "IVW",
  "IJH",
  null,
  "IWS",
  null,
  "MA",
  "MSFT",
  "MDLZ",
  "GE",
  "GPC",
  null,
  "HRL",
  "ADM",
  "BX",
  "AMP",
  "IJR",
  "EFG",
  "KKR",
  "IWD",
  "ORCL",
  null,
  null,
  null,
  null,
  "IWF",
  null,
  null,
  "PEP",
  "PNC",
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PLTR",
  "LMT",
  "PG",
  "MRK",
  null,
  null,
  "VZ",
  "AMGN",
  null,
  "FNDX",
  "ROK",
  null,
  "SPGI",
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHOP",
  "ROP",
  "O",
  "RTX",
  "GLD",
  null,
  null,
  "SPYG",
  null,
  "SPLG",
  null,
  "IBM",
  "SBUX",
  "SNPS",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "AGNC",
  "SCHW",
  "SUN",
  "VWO",
  null,
  null,
  null,
  null,
  "DSL",
  "IWO",
  "IWN",
  "GGG",
  null,
  "FSK",
  "VYM",
  "LECO",
  "MSM",
  "ALB",
  "AMD",
  "DOV",
  "IWP",
  null,
  null,
  "IPG",
  "AOS",
  "PEG",
  "AMZN",
  null,
  null,
  "IVE",
  null,
  null,
  null,
  "USB",
  "VUG",
  "VEA",
  null,
  null,
  "BSV",
  "VOO",
  "VLTO",
  "VTV",
  "V",
  "WMT",
  "WERN",
  "WFC",
  null,
  null,
  "WPC",
  "SCHD",
  "DVY",
  "SCHG",
  "SCHF",
  "NSC",
  "ON",
  null,
  null,
  null,
  "SPOT",
  null,
  null,
  null,
  "DGRO",
  "MCK",
  "SPYV",
  "PSA",
  "NUE",
  "LULU",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  null,
  "BA",
  "CASY",
  "CVX",
  "LNG",
  "CSCO",
  "KO",
  "COP",
  "STZ",
  "COST",
  "CRWD",
  "CFR",
  "DHR",
  "DE",
  "RSP",
  null,
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "MDY",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 245
Total Value: 405379082
Accession Number: 0002009530-25-000004
Form Type: 13F-HR
CIK: wealthplan-partners
Manager Name: Wealthplan-Partners

Data Enrichment

66% identified

161 identified84 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

245 positions • $405.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:42

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$405.4M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:9

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$405.4M)

AMGEN INC

AMGN|031162100

Shares:5

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$405.4M)

CONOCOPHILLIPS

COP|20825C104

Shares:11

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$405.4M)

GENERAL ELECTRIC CO

GE|369604301

Shares:3

Value:$600

% of Portfolio:0.0% ($600/$405.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BANK OF AMERICA CORP /DE/(BACcusip060505104)	42	QoQ +2.43% (-1) YoY -99.85% (-28.0K)	All Managers (Combined)	$1.7K	0.0% ($1.7K/$405.4M)	QoQ -4.46% (-$81) YoY -99.83% (-$1.1M)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	9	QoQ -99.92% (-12.5K) YoY 0.00% (+0)	All Managers (Combined)	$1.7K	0.0% ($1.7K/$405.4M)	QoQ -99.93% (-$2.4M) YoY +12.72% (+$187)
AMGEN INC(AMGNcusip031162100)	5	QoQ 0.00% (+0) YoY NEW(+5)	All Managers (Combined)	$1.6K	0.0% ($1.6K/$405.4M)	QoQ +20.39% (+$277) YoY NEW(+$1.6K)
CONOCOPHILLIPS(COPcusip20825C104)	11	QoQ -99.67% (-3.4K) YoY 0.00% (-0)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$405.4M)	QoQ -99.64% (-$334.8K) YoY -15.35% (-$216)
GENERAL ELECTRIC CO(GEcusip369604301)	3	QoQ 0.00% (+0) YoY -70.00% (-7)	All Managers (Combined)	$600	0.0% ($600/$405.4M)	QoQ +20.00% (+$100) YoY -65.81% (-$1.2K)