Wealthplan-Investment-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "NVR", "KTOS", null, "LIF", null, "SMCI", null, "BKE", null, "ABT", "ABBV", "ADBE", "APD", null, "ALL", "GOOGL", null, "T", "GOLF", null, "CAT", "AVGO", "LOW", null, "AVEM", "BRO", "ARCC", "BBDC", "BSX", null, null, null, "DUK", null, null, null, null, null, null, null, null, "PFL", "CATX", null, null, "HON", null, "AZN", null, null, null, "MCD", null, "RPM", "UNP", null, "OSCR", "FSCO", "ISRG", null, null, null, null, "EMR", null, null, null, null, null, null, null, "META", null, null, "IVW", "RR", null, "DXYZ", null, "LRCX", null, null, null, null, "SQFTW", null, "MA", null, "MSFT", "MDLZ", "GPC", null, "HRL", "NVS", "PCAR", "BX", "EFG", "KR", "ORCL", "NOC", null, null, null, null, null, "PEP", "IEMG", "IVV", "DOW", "UNH", "AAPL", "SPY", "NVDA", "GS", "INTC", "PLTR", "PFE", "LMT", "PG", null, null, "VZ", null, "AMGN", null, null, "SPGI", null, "SCHX", "NOW", "SHOP", "ROP", "O", "SPDW", "GLD", null, "SPYG", null, "BP", null, "IBM", "SBUX", "SNPS", "TXN", "TMO", "TSN", "UBER", "AGNC", "VV", "SCHW", "UMBF", "PRF", null, "VIG", "SQFT", "SU", "IWN", "GGG", "TSM", "VYM", "GPRE", "EW", "VRT", "LECO", "MSM", "THC", "GM", "ALB", "DOV", "F", "WM", "IWP", "VLY", "AEP", "DCTH", "AOS", "AMZN", null, null, null, "IVE", "HIMS", null, "VEU", "VGT", "VUG", null, "VMI", "VBK", "VLTO", "VTV", "V", "WMT", "WFC", null, null, null, null, null, null, "WPC", "ZLAB", "XYL", null, "SCHD", "SCHF", "SCHA", "LW", "MKL", null, "ON", null, "SYY", "DIA", "SPOT", null, "GEV", "ZBH", "DGRO", "SPYV", null, "ESGU", "NUE", "FDX", "LULU", "ADP", "BAC", "BRK-A", "BRK-B", null, "BA", "BMY", "CHRW", null, "CASY", "CVX", "LNG", "CINF", "KO", "CMCSA", "CMC", "CAG", "STZ", "CEG", "COST", "CRWD", "CFR", "DHR", "DELL", "DE", "NKE", "QQQ", null, "IWM", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "MO", "XLK", "ITOT", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-12
- Total Holdings
- 268
- Total Value
- 777051042
- Accession Number
- 0002009530-25-000003
- Form Type
- 13F-HR
- Manager Name
- Wealthplan-Investment-Management
Data Enrichment
69% identified184 identified84 unidentified
Holdings
268 positions
Manager:
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Page 13 of 14
46434V647
Shares:6.0K
Value:$145.6K
78464A805
Shares:1.1K
Value:$76.5K
85521B742
Shares:1.3K
Value:$30.6K
74347G606
Shares:230
Value:$16.8K
82889N764
Shares:48
Value:$1.4K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46434V647)✕ | 6.0K | YoY NEW(+6.0K) | All Managers (Combined) | $145.6K | YoY NEW(+$145.6K) |
15.8K | All Managers (Combined) | $140.9K | |||
13.9K | QoQ 0.00% (-0) | All Managers (Combined) | $132.9K | ||
10.6K | QoQ NEW(+10.6K) YoY 0.00% (-0) | All Managers (Combined) | $101.4K | QoQ NEW(+$101.4K) | |
(cusip78464A805)✕ | 1.1K | YoY NEW(+1.1K) | All Managers (Combined) | $76.5K | YoY NEW(+$76.5K) |
72 | All Managers (Combined) | $68.1K | |||
10.1K | QoQ NEW(+10.1K) YoY NEW(+10.1K) | All Managers (Combined) | $49.2K | QoQ NEW(+$49.2K) YoY NEW(+$49.2K) | |
639 | All Managers (Combined) | $39.5K | |||
Alphabet Inc.(GOOGLcusip02079K305) | 208 | QoQ 0.00% (-0) | All Managers (Combined) | $32.2K | |
179 | QoQ +0.56% (+1)YoY NEW(+179) | All Managers (Combined) | $30.6K | YoY NEW(+$30.6K) | |
(cusip85521B742)✕ | 1.3K | QoQ +0.48% (-6) | All Managers (Combined) | $30.6K | |
52 | All Managers (Combined) | $30.0K | |||
(cusip74347G606)✕ | 230 | All Managers (Combined) | $16.8K | ||
Tesla, Inc.(TSLAcusip88160R101) | 63 | All Managers (Combined) | $16.3K | ||
371 | YoY NEW(+371) | All Managers (Combined) | $13.5K | YoY NEW(+$13.5K) | |
Walmart Inc.(WMTcusip931142103) | 131 | All Managers (Combined) | $11.5K | ||
14.9K | QoQ 0.00% (-0)YoY NEW(+14.9K) | All Managers (Combined) | $8.6K | YoY NEW(+$8.6K) | |
80 | All Managers (Combined) | $2.7K | |||
3 | QoQ 0.00% (-0) | All Managers (Combined) | $1.5K | ||
(cusip82889N764)✕ | 48 | All Managers (Combined) | $1.4K |