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:

Search and click to pin securities to the top

Page 3 of 13

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00888H307

Shares:97.2K

Value:$3.7M

% of Portfolio:0.9% ($3.7M/$405.4M)

46434V613

Shares:77.6K

Value:$3.6M

% of Portfolio:0.9% ($3.6M/$405.4M)

82889N632

Shares:160.4K

Value:$3.5M

% of Portfolio:0.9% ($3.5M/$405.4M)

19761L870

Shares:156.5K

Value:$3.5M

% of Portfolio:0.9% ($3.5M/$405.4M)

NUCOR CORP

NUE|670346105

Shares:26.9K

Value:$3.2M

% of Portfolio:0.8% ($3.2M/$405.4M)

Tesla, Inc.

TSLA|88160R101

Shares:12.0K

Value:$3.1M

% of Portfolio:0.8% ($3.1M/$405.4M)

66538H179

Shares:214.3K

Value:$2.9M

% of Portfolio:0.7% ($2.9M/$405.4M)

DOVER Corp

DOV|260003108

Shares:16.5K

Value:$2.9M

% of Portfolio:0.7% ($2.9M/$405.4M)

46432F339

QUAL|46432F339

Shares:16.6K

Value:$2.8M

% of Portfolio:0.7% ($2.8M/$405.4M)

921946406

VYM|921946406

Shares:21.5K

Value:$2.8M

% of Portfolio:0.7% ($2.8M/$405.4M)

Blackstone Inc.

BX|09260D107

Shares:19.4K

Value:$2.7M

% of Portfolio:0.7% ($2.7M/$405.4M)

NIKE, Inc.

NKE|654106103

Shares:40.9K

Value:$2.6M

% of Portfolio:0.6% ($2.6M/$405.4M)

464287408

IVE|464287408

Shares:13.2K

Value:$2.5M

% of Portfolio:0.6% ($2.5M/$405.4M)

02072L573

Shares:86.8K

Value:$2.5M

% of Portfolio:0.6% ($2.5M/$405.4M)

09290C103

Shares:49.6K

Value:$2.4M

% of Portfolio:0.6% ($2.4M/$405.4M)

87283Q867

Shares:73.8K

Value:$2.4M

% of Portfolio:0.6% ($2.4M/$405.4M)

81369Y209

Shares:16.0K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$405.4M)

02072L680

Shares:64.7K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$405.4M)

02072L458

Shares:114.8K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$405.4M)

46137V357

RSP|46137V357

Shares:12.5K

Value:$2.2M

% of Portfolio:0.5% ($2.2M/$405.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip00888H307)✕	97.2K	QoQ NEW(+97.2K) YoY NEW(+97.2K)	All Managers (Combined)	$3.7M	0.9% ($3.7M/$405.4M)	QoQ NEW(+$3.7M) YoY NEW(+$3.7M)
(cusip46434V613)✕	77.6K	QoQ +2.24% (+1.7K) YoY -1.62% (-1.3K)	All Managers (Combined)	$3.6M	0.9% ($3.6M/$405.4M)	QoQ +4.23% (+$145.2K) YoY -0.56% (-$20.4K)
(cusip82889N632)✕	160.4K	QoQ +2.77% (-4.3K) YoY +19562.25% (+159.6K)	All Managers (Combined)	$3.5M	0.9% ($3.5M/$405.4M)	QoQ -2.04% (-$73.5K) YoY +17580.26% (+$3.5M)
(cusip19761L870)✕	156.5K	QoQ -0.61% (-971) YoY -13.88% (-25.2K)	All Managers (Combined)	$3.5M	0.9% ($3.5M/$405.4M)	QoQ -14.58% (-$589.8K) YoY -24.23% (-$1.1M)
NUCOR CORP(NUEcusip670346105)	26.9K	QoQ +4.04% (+1.0K) YoY -28.86% (-10.9K)	All Managers (Combined)	$3.2M	0.8% ($3.2M/$405.4M)	QoQ +7.27% (+$219.8K) YoY -56.74% (-$4.2M)
Tesla, Inc.(TSLAcusip88160R101)	12.0K	QoQ +11.07% (-1.2K) YoY +14.47% (+1.5K)	All Managers (Combined)	$3.1M	0.8% ($3.1M/$405.4M)	QoQ -28.72% (-$1.3M) YoY +68.76% (+$1.3M)
(cusip66538H179)✕	214.3K	QoQ +30.13% (+49.6K) YoY +438.69% (+174.5K)	All Managers (Combined)	$2.9M	0.7% ($2.9M/$405.4M)	QoQ +28.17% (+$646.7K) YoY +441.05% (+$2.4M)
DOVER Corp(DOVcusip260003108)	16.5K	QoQ +1.59% (-259) YoY NEW(+16.5K)	All Managers (Combined)	$2.9M	0.7% ($2.9M/$405.4M)	QoQ -4.86% (-$148.8K) YoY NEW(+$2.9M)
(QUALcusip46432F339)	16.6K	QoQ +13.45% (+2.0K) YoY +15.55% (+2.2K)	All Managers (Combined)	$2.8M	0.7% ($2.8M/$405.4M)	QoQ +8.87% (+$230.9K) YoY +20.15% (+$475.3K)
(VYMcusip921946406)	21.5K	QoQ +634.54% (+18.6K) YoY NEW(+21.5K)	All Managers (Combined)	$2.8M	0.7% ($2.8M/$405.4M)	QoQ +642.42% (+$2.4M) YoY NEW(+$2.8M)
Blackstone Inc.(BXcusip09260D107)	19.4K	QoQ +13.79% (-2.4K) YoY -27.55% (-7.4K)	All Managers (Combined)	$2.7M	0.7% ($2.7M/$405.4M)	QoQ -7.74% (-$228.3K) YoY -22.92% (-$808.4K)
NIKE, Inc.(NKEcusip654106103)	40.9K	QoQ +9.92% (-3.7K) YoY +2.42% (-966)	All Managers (Combined)	$2.6M	0.6% ($2.6M/$405.4M)	QoQ -7.78% (-$218.9K) YoY -30.81% (-$1.2M)
(IVEcusip464287408)	13.2K	QoQ +30.67% (+3.1K) YoY +185.38% (+8.6K)	All Managers (Combined)	$2.5M	0.6% ($2.5M/$405.4M)	QoQ +30.47% (+$589.3K) YoY +191.14% (+$1.7M)
(cusip02072L573)✕	86.8K	QoQ +11.28% (+8.8K) YoY +57.57% (+31.7K)	All Managers (Combined)	$2.5M	0.6% ($2.5M/$405.4M)	QoQ +2.17% (+$53.1K) YoY +50.90% (+$840.3K)
(cusip09290C103)✕	49.6K	QoQ +2.25% (-1.1K) YoY -1.96% (-996)	All Managers (Combined)	$2.4M	0.6% ($2.4M/$405.4M)	QoQ -2.71% (-$67.4K) YoY +7.65% (-$172.0K)
(cusip87283Q867)✕	73.8K	QoQ +7.76% (+5.3K) YoY +133.82% (+42.2K)	All Managers (Combined)	$2.4M	0.6% ($2.4M/$405.4M)	QoQ +4.55% (+$103.7K) YoY +149.67% (+$1.4M)
(cusip81369Y209)✕	16.0K	QoQ +0.60% (+96) YoY +19.22% (+2.6K)	All Managers (Combined)	$2.3M	0.6% ($2.3M/$405.4M)	QoQ +6.77% (+$148.3K) YoY +17.83% (+$353.8K)
(cusip02072L680)✕	64.7K	QoQ +13.74% (+7.8K) YoY +158.58% (+39.7K)	All Managers (Combined)	$2.3M	0.6% ($2.3M/$405.4M)	QoQ +8.51% (+$183.2K) YoY +177.01% (+$1.5M)
(cusip02072L458)✕	114.8K	QoQ +67.69% (+46.3K) YoY +124.92% (+63.7K)	All Managers (Combined)	$2.3M	0.6% ($2.3M/$405.4M)	QoQ +70.27% (+$952.8K) YoY +124.21% (+$1.3M)
(RSPcusip46137V357)	12.5K	QoQ +28.46% (+2.8K) YoY -57.92% (-17.2K)	All Managers (Combined)	$2.2M	0.5% ($2.2M/$405.4M)	QoQ +27.00% (+$460.4K) YoY -56.96% (-$2.9M)