Wealthplan-Investment-Management

Filing Details

13F-HR2025-03-31
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% identified
184 identified84 unidentified

Holdings

268 positions
Manager:
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46434V647
Shares:6.0K
Value:$145.6K
VALLEY NATIONAL BANCORP
Shares:15.8K
Value:$140.9K
Barings BDC, Inc.
Shares:13.9K
Value:$132.9K
AGNC Investment Corp.
Shares:10.6K
Value:$101.4K
78464A805
Shares:1.1K
Value:$76.5K
COSTCO WHOLESALE CORP /NEW
Shares:72
Value:$68.1K
Green Plains Inc.
Shares:10.1K
Value:$49.2K
46434V621
Shares:639
Value:$39.5K
Alphabet Inc.
Shares:208
Value:$32.2K
PROCTER & GAMBLE Co
Shares:179
Value:$30.6K
85521B742
Shares:1.3K
Value:$30.6K
Meta Platforms, Inc.
Shares:52
Value:$30.0K
74347G606
Shares:230
Value:$16.8K
Tesla, Inc.
Shares:63
Value:$16.3K
78463X889
Shares:371
Value:$13.5K
Walmart Inc.
Shares:131
Value:$11.5K
Presidio Property Trust, Inc.
Shares:14.9K
Value:$8.6K
Shares:80
Value:$2.7K
INTUITIVE SURGICAL INC
Shares:3
Value:$1.5K
82889N764
Shares:48
Value:$1.4K