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:
Search and click to pin securities to the top
Page 8 of 14
78468R788
Shares:12.0K
Value:$529.4K
808524706
Shares:18.8K
Value:$518.5K
233051432
Shares:14.3K
Value:$516.5K
33734K109
Shares:4.9K
Value:$502.7K
45783Y673
Shares:15.9K
Value:$499.2K
33740F771
Shares:11.4K
Value:$482.3K
45782C417
Shares:13.4K
Value:$480.1K
464287226
Shares:4.7K
Value:$461.1K
97717W802
Shares:10.7K
Value:$456.4K
46137V258
Shares:4.9K
Value:$449.3K
33740U497
Shares:14.2K
Value:$433.7K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip78468R788)✕ | 12.0K | QoQ +0.04% (+5)YoY NEW(+12.0K) | All Managers (Combined) | $529.4K | YoY NEW(+$529.4K) |
4.8K | QoQ -0.96% (-47)YoY 0.00% (+0) | All Managers (Combined) | $524.5K | ||
12.9K | YoY NEW(+12.9K) | All Managers (Combined) | $520.3K | YoY NEW(+$520.3K) | |
(cusip808524706)✕ | 18.8K | QoQ -0.70% (-134)YoY NEW(+18.8K) | All Managers (Combined) | $518.5K | YoY NEW(+$518.5K) |
(cusip233051432)✕ | 14.3K | YoY NEW(+14.3K) | All Managers (Combined) | $516.5K | YoY NEW(+$516.5K) |
7.0K | QoQ +1.44% (-100)YoY +1.44% (-100) | All Managers (Combined) | $507.4K | ||
(cusip33734K109)✕ | 4.9K | QoQ -1.52% (-76)YoY NEW(+4.9K) | All Managers (Combined) | $502.7K | YoY NEW(+$502.7K) |
(cusip45783Y673)✕ | 15.9K | YoY NEW(+15.9K) | All Managers (Combined) | $499.2K | YoY NEW(+$499.2K) |
11.9K | All Managers (Combined) | $498.3K | |||
6.8K | QoQ +1.27% (-86)YoY NEW(+6.8K) | All Managers (Combined) | $493.4K | YoY NEW(+$493.4K) | |
930 | All Managers (Combined) | $487.3K | |||
(cusip33740F771)✕ | 11.4K | QoQ -6.44% (-788)YoY +1.92% (+216) | All Managers (Combined) | $482.3K | |
(cusip45782C417)✕ | 13.4K | All Managers (Combined) | $480.1K | ||
2.8K | QoQ -3.08% (-89) | All Managers (Combined) | $476.5K | ||
16.0K | YoY NEW(+16.0K) | All Managers (Combined) | $472.6K | YoY NEW(+$472.6K) | |
(cusip464287226)✕ | 4.7K | QoQ -2.14% (-102)YoY NEW(+4.7K) | All Managers (Combined) | $461.1K | YoY NEW(+$461.1K) |
(cusip97717W802)✕ | 10.7K | YoY NEW(+10.7K) | All Managers (Combined) | $456.4K | YoY NEW(+$456.4K) |
(cusip46137V258)✕ | 4.9K | QoQ -0.14% (-7)YoY NEW(+4.9K) | All Managers (Combined) | $449.3K | YoY NEW(+$449.3K) |
4.4K | All Managers (Combined) | $444.9K | |||
(cusip33740U497)✕ | 14.2K | QoQ NEW(+14.2K) YoY NEW(+14.2K) | All Managers (Combined) | $433.7K | QoQ NEW(+$433.7K) YoY NEW(+$433.7K) |