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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Page 8 of 14
78468R788
Shares:12.0K
Value:$529.4K
AMERICAN ELECTRIC POWER CO INC
Shares:4.8K
Value:$524.5K
46137V613
Shares:12.9K
Value:$520.3K
808524706
Shares:18.8K
Value:$518.5K
233051432
Shares:14.3K
Value:$516.5K
Edwards Lifesciences Corp
Shares:7.0K
Value:$507.4K
33734K109
Shares:4.9K
Value:$502.7K
45783Y673
Shares:15.9K
Value:$499.2K
BANK OF AMERICA CORP /DE/
Shares:11.9K
Value:$498.3K
Vertiv Holdings Co
Shares:6.8K
Value:$493.4K
UNITEDHEALTH GROUP INC
Shares:930
Value:$487.3K
33740F771
Shares:11.4K
Value:$482.3K
45782C417
Shares:13.4K
Value:$480.1K
BOEING CO
Shares:2.8K
Value:$476.5K
Hims & Hers Health, Inc.
Shares:16.0K
Value:$472.6K
464287226
Shares:4.7K
Value:$461.1K
97717W802
Shares:10.7K
Value:$456.4K
46137V258
Shares:4.9K
Value:$449.3K
UMB FINANCIAL CORP
Shares:4.4K
Value:$444.9K
33740U497
Shares:14.2K
Value:$433.7K