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 4 of 14
69374H873
Shares:115.9K
Value:$3.6M
19761L870
Shares:131.5K
Value:$2.9M
97717X511
Shares:62.6K
Value:$2.7M
389637109
Shares:32.5K
Value:$2.1M
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
Blackstone Inc.(BXcusip09260D107) | 28.6K | All Managers (Combined) | $4.0M | ||
| 48.6K | All Managers (Combined) | $3.9M | |||
(cusip69374H873)✕ | 115.9K | All Managers (Combined) | $3.6M | ||
ADOBE INC.(ADBEcusip00724F101) | 9.5K | All Managers (Combined) | $3.6M | ||
ALBEMARLE CORP(ALBcusip012653101) | 50.3K | All Managers (Combined) | $3.6M | ||
| 5.8K | All Managers (Combined) | $3.4M | |||
| 5.9K | All Managers (Combined) | $3.3M | |||
| 38.3K | YoY NEW(+38.3K) | All Managers (Combined) | $3.2M | YoY NEW(+$3.2M) | |
| 6.4K | All Managers (Combined) | $3.2M | |||
| 6.8K | All Managers (Combined) | $3.2M | |||
(cusip19761L870)✕ | 131.5K | All Managers (Combined) | $2.9M | ||
(cusip97717X511)✕ | 62.6K | YoY NEW(+62.6K) | All Managers (Combined) | $2.7M | YoY NEW(+$2.7M) |
EXXON MOBIL CORP(XOMcusip30231G102) | 22.2K | All Managers (Combined) | $2.6M | ||
| 61.0K | YoY NEW(+61.0K) | All Managers (Combined) | $2.5M | YoY NEW(+$2.5M) | |
SMITH A O CORP(AOScusip831865209) | 37.0K | All Managers (Combined) | $2.4M | ||
Veralto Corp(VLTOcusip92338C103) | 23.0K | YoY NEW(+23.0K) | All Managers (Combined) | $2.2M | YoY NEW(+$2.2M) |
Broadcom Inc.(AVGOcusip11135F101) | 13.1K | YoY NEW(+13.1K) | All Managers (Combined) | $2.2M | YoY NEW(+$2.2M) |
| 7.6K | All Managers (Combined) | $2.2M | |||
ServiceNow, Inc.(NOWcusip81762P102) | 2.7K | All Managers (Combined) | $2.2M | ||
(cusip389637109)✕ | 32.5K | All Managers (Combined) | $2.1M |