Wealthplan Partners, LLC
CIK Number: 0001639943
Main Sectors:
Top Industries:
Filing Date: May 12, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 231.56 | -0.52% | 213.87K | -0.38% | 47.51M | 137.9 | 6.70% | Share |
| 2 | BRK-B | Berkshire Hatha... | 477.61 | -0.34% | 74.82K | -0.54% | 39.85M | 316.56 | 5.62% | Share |
| 3 | BUFR | First Trust Cbo... | 32.69 | -0.12% | 638.88K | +14.34% | 18.97M | 23.87 | 2.67% | Share |
| 4 | COWZ | Pacer US Cash C... | 56.84 | +0.29% | 315.47K | +1.73% | 17.28M | 46.99 | 2.44% | Share |
| 5 | DGRO | iShares Core Di... | 66.09 | -0.21% | 278.88K | +1.96% | 17.23M | 52.71 | 2.43% | Share |
| 6 | SECT | Main Sector Rot... | 60.03 | -0.4% | 313.03K | +2.59% | 15.98M | 40.58 | 2.25% | Share |
| 7 | HEQT | Simplify Hedged... | 30.69 | -0.2% | 534.85K | +0.08% | 15.28M | 23.29 | 2.15% | Share |
| 8 | VTI | Vanguard Total ... | 316.44 | -0.24% | 54.4K | +2.52% | 14.95M | 197.21 | 2.11% | Share |
| 9 | MOAT | VanEck Mornings... | 97.61 | -0.45% | 164.28K | +0.70% | 14.46M | 67.79 | 2.04% | Share |
| 10 | AMZN | Amazon.com, Inc... | 231.03 | +0.02% | 65.06K | +1.13% | 12.38M | 101.01 | 1.74% | Share |
| 11 | IVV | iShares Core S&... | 646.52 | -0.25% | 21.1K | +1.00% | 11.85M | 398.92 | 1.67% | Share |
| 12 | FTLS | First Trust Lon... | 67.53 | -0.2% | 167.09K | +0.50% | 10.71M | 50.29 | 1.51% | Share |
| 13 | CLOI | VanEck CLO ETF | 52.97 | +0.13% | 192.96K | +16.59% | 10.2M | 52.34 | 1.44% | Share |
| 14 | HELO | JPMorgan Hedged... | 63.97 | -0.03% | 170.53K | +6.16% | 10.18M | 61.06 | 1.43% | Share |
| 15 | COST | Costco Wholesal... | 971.81 | -0.37% | 10.57K | -2.1% | 10M | 521.87 | 1.41% | Share |
| 16 | IGRO | iShares Interna... | 78.95 | +0.58% | 135.2K | +5.97% | 9.79M | 59.05 | 1.38% | Share |
| 17 | NVDA | NVIDIA Corporat... | 180.46 | -0.86% | 86.24K | +19.37% | 9.35M | 65.69 | 1.32% | Share |
| 18 | QQQ | Invesco QQQ Tru... | 577.11 | -0.48% | 19.27K | +4.43% | 9.03M | 379.19 | 1.27% | Share |
| 19 | WMT | Walmart Inc. | 99.98 | -0.86% | 92.98K | -1.2% | 8.16M | 52.65 | 1.15% | Share |
| 20 | MSFT | Microsoft Corpo... | 519.97 | -0.48% | 21.14K | +2.85% | 7.94M | 275.99 | 1.12% | Share |
| 21 | AVEM | Avantis Emergin... | 71.23 | +0.28% | 127.99K | +5.23% | 7.7M | 51.16 | 1.09% | Share |
| 22 | AGOX | Adaptive Alpha ... | 29.75 | -1.2% | 309.33K | +3.67% | 7.57M | 21.14 | 1.07% | Share |
| 23 | JNJ | Johnson & Johns... | 176.73 | +1.15% | 41.73K | -1.07% | 6.92M | 169.66 | 0.98% | Share |
| 24 | SPYG | SPDR Portfolio ... | 99.95 | -0.31% | 85.18K | +9.85% | 6.85M | 57.68 | 0.96% | Share |
| 25 | ABBV | AbbVie Inc. | 206.66 | +0.97% | 31.68K | -2.94% | 6.64M | 155.68 | 0.94% | Share |
| 26 | CASY | Casey's General... | 507.40 | -0.15% | 14.66K | -1.93% | 6.36M | 249.32 | 0.90% | Share |
| 27 | BRO | Brown & Brown, ... | 95.40 | +0.28% | 50.77K | -1.09% | 6.32M | 86.32 | 0.89% | Share |
| 28 | JPM | JPMorgan Chase ... | 290.56 | -1.22% | 25.25K | -0.9% | 6.19M | 138.56 | 0.87% | Share |
| 29 | CVX | Chevron Corpora... | 156.50 | +0.87% | 36.73K | +1.93% | 6.14M | 171.92 | 0.87% | Share |
| 30 | IVW | iShares S&P 500... | 115.44 | -0.31% | 65.34K | +8.70% | 6.07M | 72.72 | 0.86% | Share |
| 31 | SCHD | Schwab U.S. Div... | 27.34 | -0.02% | 215.81K | -0.8% | 6.03M | 25.49 | 0.85% | Share |
| 32 | GOOG | Alphabet Inc. | 204.80 | +0.48% | 38.41K | +0.94% | 6M | 113.66 | 0.85% | Share |
| 33 | FLBL | Franklin Senior... | 24.12 | -0.17% | 230.08K | +1.71% | 5.54M | 24.27 | 0.78% | Share |
| 34 | IBM | International B... | 239.84 | +1.15% | 22.22K | -0.4% | 5.53M | 137.99 | 0.78% | Share |
| 35 | SPLG | SPDR Portfolio ... | 75.69 | -0.25% | 83.98K | -7.83% | 5.52M | 49.73 | 0.78% | Share |
| 36 | PEP | PepsiCo, Inc. | 150.37 | +1.18% | 35.99K | +2.03% | 5.4M | 174.96 | 0.76% | Share |
| 37 | STXV | Strive 1000 Val... | 31.45 | -0.21% | 172.17K | +3.47% | 5.25M | 25.96 | 0.74% | Share |
| 38 | O | Realty Income C... | 58.43 | +1.05% | 88.73K | +7.04% | 5.15M | 56.97 | 0.73% | Share |
| 39 | TDV | ProShares S&P T... | 83.55 | -1.43% | 69.77K | +3.28% | 5.08M | 60.49 | 0.72% | Share |
| 40 | STXG | Strive 1000 Gro... | 48.13 | -0.38% | 124.16K | +4.61% | 4.97M | 32.68 | 0.70% | Share |
| 41 | UNP | Union Pacific C... | 220.61 | -0.41% | 20.71K | -0.05% | 4.89M | 212.53 | 0.69% | Share |
| 42 | HRL | Hormel Foods Co... | 28.45 | +0.51% | 157.26K | +0.67% | 4.87M | 31.4 | 0.69% | Share |
| 43 | MSM | MSC Industrial ... | 86.88 | -0.8% | 59.88K | +3.70% | 4.65M | 89.22 | 0.66% | Share |
| 44 | GGG | Graco Inc. | 84.41 | -1.04% | 55.33K | -2.24% | 4.62M | 70.19 | 0.65% | Share |
| 45 | ICOW | Pacer Developed... | 35.72 | +0.53% | 146.53K | +6.45% | 4.6M | 31.26 | 0.65% | Share |
| 46 | FLTR | VanEck Investme... | 25.52 | +0.03% | 178.56K | +0.39% | 4.56M | 25.05 | 0.64% | Share |
| 47 | RPM | RPM Internation... | 123.03 | -0.86% | 39.37K | +0.47% | 4.55M | 110.33 | 0.64% | Share |
| 48 | VZ | Verizon Communi... | 44.23 | +1.70% | 99.67K | +1.46% | 4.52M | 36.06 | 0.64% | Share |
| 49 | CFR | Cullen/Frost Ba... | 124.22 | -1.72% | 35.66K | -0.89% | 4.46M | 112.43 | 0.63% | Share |
| 50 | UDEC | Innovator S&P 5... | 37.45 | -0.12% | 129.44K | +100.00% | 4.44M | 34.3 | 0.63% | Share |
| 51 | AMGN | Amgen Inc. | 296.52 | +2.15% | 14K | +6.33% | 4.36M | 312.25 | 0.61% | Share |
| 52 | MBSF | Regan Floating ... | 25.57 | -0.1% | 170.39K | +2.61% | 4.34M | 25.63 | 0.61% | Share |
| 53 | SCHZ | Schwab U.S. Agg... | 23.16 | -0.13% | 182.34K | +5.60% | 4.22M | 22.88 | 0.60% | Share |
| 54 | TXN | Texas Instrumen... | 194.57 | +0.45% | 23.21K | +1.43% | 4.17M | 162.01 | 0.59% | Share |
| 55 | META | Meta Platforms,... | 784.78 | +0.34% | 7.07K | -2.87% | 4.07M | 210.39 | 0.57% | Share |
| 56 | LECO | Lincoln Electri... | 237.08 | -2.68% | 20.98K | -1.61% | 3.97M | 162.62 | 0.56% | Share |
| 57 | MA | Mastercard Inco... | 582.05 | -0.29% | 7.22K | -3.28% | 3.96M | 375.65 | 0.56% | Share |
| 58 | GPC | Genuine Parts C... | 137.79 | +0.01% | 33.13K | +3.33% | 3.95M | 156.77 | 0.56% | Share |
| 59 | APD | Air Products an... | 290.50 | -0.57% | 13.17K | +0.94% | 3.88M | 295.09 | 0.55% | Share |
| 60 | BJUL | Innovator U.S. ... | 48.52 | -0.16% | 88.14K | +100.00% | 3.81M | 43.18 | 0.54% | Share |
| 61 | PAAA | PGIM AAA CLO ET... | 51.41 | +0.06% | 74.14K | +192.25% | 3.8M | 51.21 | 0.54% | Share |
| 62 | BFEB | Innovator S&P 5... | 46.05 | -0.17% | 90.95K | +100.00% | 3.78M | 41.53 | 0.53% | Share |
| 63 | EMR | Emerson Electri... | 131.77 | -1.93% | 34.21K | +0.87% | 3.75M | 108.65 | 0.53% | Share |
| 64 | DECT | Allianzim U.S. ... | 34.38 | -0.16% | 120.16K | +100.00% | 3.73M | 31.01 | 0.53% | Share |
| 65 | JULT | AllianzIM U.S. ... | 42.91 | -0.18% | 97.18K | +100.00% | 3.72M | 38.25 | 0.52% | Share |
| 66 | IUSB | iShares Core To... | 46.13 | -0.14% | 77.62K | +2.24% | 3.58M | 45.36 | 0.50% | Share |
| 67 | HIGH | Simplify Enhanc... | 23.36 | -0.45% | 160.65K | +2.77% | 3.52M | 24.3 | 0.50% | Share |
| 68 | SEMI | Columbia Seligm... | 29.50 | -0.87% | 156.7K | -0.62% | 3.46M | 19.39 | 0.49% | Share |
| 69 | NUE | Nucor Corporati... | 145.34 | +0.69% | 26.92K | +4.04% | 3.24M | 143.47 | 0.46% | Share |
| 70 | BUYW | Main Buywrite E... | 14.20 | +0.35% | 231.7K | +30.82% | 3.18M | 13.68 | 0.45% | Share |
| 71 | TSLA | Tesla, Inc. | 330.38 | -1.55% | 12.05K | +11.07% | 3.12M | 190.78 | 0.44% | Share |
| 72 | LMT | Lockheed Martin... | 437.72 | +0.09% | 6.85K | -2.11% | 3.06M | 464.23 | 0.43% | Share |
| 73 | DOV | Dover Corporati... | 176.50 | -1.61% | 16.55K | +1.59% | 2.91M | 178.36 | 0.41% | Share |
| 74 | QUAL | iShares MSCI US... | 188.09 | -0.28% | 16.58K | +13.45% | 2.83M | 135.23 | 0.40% | Share |
| 75 | BX | Blackstone Inc. | 171.71 | -1.7% | 20.01K | +13.35% | 2.8M | 100.88 | 0.39% | Share |
| 76 | VYM | Vanguard High D... | 136.98 | -0.3% | 21.54K | +634.55% | 2.78M | 128.85 | 0.39% | Share |
| 77 | NKE | NIKE, Inc. | 77.03 | +0.84% | 40.87K | +9.93% | 2.59M | 93.37 | 0.37% | Share |
| 78 | IVE | iShares S&P 500... | 201.62 | -0.21% | 13.24K | +30.68% | 2.52M | 158.95 | 0.36% | Share |
| 79 | STXK | Strive Small-Ca... | 31.91 | -0.7% | 86.76K | +11.28% | 2.49M | 27.53 | 0.35% | Share |
| 80 | DYNF | BlackRock U.S. ... | 56.88 | -0.59% | 49.59K | +2.26% | 2.42M | 44.58 | 0.34% | Share |
| 81 | TCAF | T. Rowe Price E... | 36.97 | -0.09% | 73.76K | +7.76% | 2.38M | 30.17 | 0.34% | Share |
| 82 | XLV | Health Care Sel... | 136.22 | +1.68% | 16.02K | +0.60% | 2.34M | 137.15 | 0.33% | Share |
| 83 | STRV | Strive 500 ETF | 41.61 | -0.34% | 64.75K | +13.75% | 2.33M | 33.31 | 0.33% | Share |
| 84 | STXT | Strive Total Re... | 20.15 | -0.47% | 114.77K | +67.69% | 2.31M | 20.02 | 0.33% | Share |
| 85 | PNC | The PNC Financi... | 191.26 | -1.7% | 12.63K | +0.53% | 2.22M | 158.03 | 0.31% | Share |
| 86 | RSP | Invesco S&P 500... | 185.81 | -0.27% | 12.5K | +28.47% | 2.17M | 158.32 | 0.31% | Share |
| 87 | STZ | Constellation B... | 168.26 | -0.74% | 11.62K | +19.23% | 2.13M | 234.3 | 0.30% | Share |
| 88 | XLF | Financial Selec... | 52.45 | -1.05% | 41.61K | +18.20% | 2.07M | 37.03 | 0.29% | Share |
| 89 | TMO | Thermo Fisher S... | 489.04 | +0.82% | 4.15K | +44.36% | 2.06M | 522.43 | 0.29% | Share |
| 90 | SPGI | S&P Global Inc. | 556.15 | -1.42% | 3.88K | +1.92% | 1.97M | 379.12 | 0.28% | Share |
| 91 | ADBE | Adobe Inc. | 354.87 | +1.80% | 5.1K | +12.64% | 1.95M | 450.64 | 0.28% | Share |
| 92 | ALB | Albemarle Corpo... | 82.16 | +0.90% | 26.05K | +13.16% | 1.88M | 135.21 | 0.26% | Share |
| 93 | EFV | iShares MSCI EA... | 67.43 | +0.67% | 30.62K | -20.99% | 1.8M | 53.4 | 0.25% | Share |
| 94 | BKE | The Buckle, Inc... | 55.46 | -1.09% | 46.82K | +0.00% | 1.79M | 44.6 | 0.25% | Share |
| 95 | LNG | Cheniere Energy... | 230.43 | -0.95% | 7.62K | -14.49% | 1.76M | 164.41 | 0.25% | Share |
| 96 | GOOGL | Alphabet Inc. | 203.83 | +0.44% | 11.37K | +1.37% | 1.76M | 95.91 | 0.25% | Share |
| 97 | MCK | McKesson Corpor... | 673.02 | -0.12% | 2.5K | +74.48% | 1.68M | 543.86 | 0.24% | Share |
| 98 | ROP | Roper Technolog... | 529.42 | +0.85% | 2.84K | -0.73% | 1.67M | 473.18 | 0.24% | Share |
| 99 | LLY | Eli Lilly and C... | 702.09 | +2.58% | 2K | +3.90% | 1.65M | 483.88 | 0.23% | Share |
| 100 | BSEP | Innovator S&P 5... | 46.80 | -0.08% | 38.56K | -4.35% | 1.61M | 38.72 | 0.23% | Share |
| 101 | MBB | iShares MBS ETF | 93.52 | -0.11% | 17.04K | -9.35% | 1.6M | 92.91 | 0.23% | Share |
| 102 | BRK-A | Berkshire Hatha... | 715749.40 | -0.41% | 2 | +100.00% | 1.6M | 798441.5 | 0.23% | Share |
| 103 | NOW | ServiceNow, Inc... | 866.82 | +1.88% | 1.92K | -0.47% | 1.53M | 729.59 | 0.22% | Share |
| 104 | VLTO | Veralto Corpora... | 107.19 | -0.45% | 15.33K | +7.69% | 1.49M | 110.55 | 0.21% | Share |
| 105 | HD | The Home Depot,... | 399.60 | -0.18% | 3.96K | -0.83% | 1.45M | 332.37 | 0.20% | Share |
| 106 | PLTR | Palantir Techno... | 177.12 | -2.15% | 15.72K | +13.88% | 1.33M | 47.54 | 0.19% | Share |
| 107 | LOW | Lowe's Companie... | 251.79 | -0.5% | 5.62K | -3.82% | 1.31M | 200.26 | 0.18% | Share |
| 108 | AOS | A. O. Smith Cor... | 72.19 | -0.46% | 19.85K | +16.67% | 1.3M | 85.48 | 0.18% | Share |
| 109 | LULU | Lululemon Athle... | 198.51 | +1.70% | 4.53K | +16.91% | 1.28M | 375.41 | 0.18% | Share |
| 110 | V | Visa Inc. | 344.47 | -0.3% | 3.61K | -8.02% | 1.27M | 230.17 | 0.18% | Share |
| 111 | MAIN | Main Street Cap... | 66.15 | -1.49% | 21.93K | -1.67% | 1.24M | 38.4 | 0.17% | Share |
| 112 | STXM | Strive Mid-Cap ... | 27.11 | -0.5% | 50.42K | +7.53% | 1.24M | 23.89 | 0.17% | Share |
| 113 | IWF | iShares Russell... | 448.97 | -0.32% | 3.41K | +0.56% | 1.23M | 230.9 | 0.17% | Share |
| 114 | DHR | Danaher Corpora... | 210.68 | +0.22% | 5.96K | -33.77% | 1.22M | 232.48 | 0.17% | Share |
| 115 | SPY | SPDR S&P 500 ET... | 643.36 | -0.25% | 2.18K | -35.5% | 1.22M | 395.01 | 0.17% | Share |
| 116 | NOBL | ProShares S&P 5... | 104.18 | -0.14% | 11.77K | -54.73% | 1.2M | 97.74 | 0.17% | Share |
| 117 | BINC | Blackrock Etf T... | 52.89 | -0.13% | 22.84K | +6.95% | 1.2M | 52.54 | 0.17% | Share |
| 118 | EFG | iShares MSCI EA... | 112.10 | +0.57% | 11.89K | -45.06% | 1.19M | 90.93 | 0.17% | Share |
| 119 | VOO | Vanguard S&P 50... | 591.43 | -0.24% | 2.3K | +31.43% | 1.18M | 443.26 | 0.17% | Share |
| 120 | DE | Deere & Company | 488.92 | +2.11% | 2.48K | 0.00% | 1.16M | 427.96 | 0.16% | Share |
| 121 | IEMG | iShares Core MS... | 62.10 | +0.22% | 21.5K | +49.84% | 1.16M | 49.59 | 0.16% | Share |
| 122 | ADM | Archer-Daniels-... | 59.70 | +0.63% | 23.55K | -0.83% | 1.13M | 85.45 | 0.16% | Share |
| 123 | XOM | Exxon Mobil Cor... | 106.53 | -0.79% | 9.31K | -8.17% | 1.11M | 110.59 | 0.16% | Share |
| 124 | XTEN | Bondbloxx Bloom... | 45.69 | -0.41% | 23.07K | +100.00% | 1.07M | 46.57 | 0.15% | Share |
| 125 | SNPS | Synopsys, Inc. | 617.63 | +0.21% | 2.5K | +35.28% | 1.07M | 486.17 | 0.15% | Share |
| 126 | MO | Altria Group, I... | 65.81 | +0.40% | 16.82K | +0.86% | 1.01M | 45.48 | 0.14% | Share |
| 127 | AVGO | Broadcom Inc. | 306.07 | -1.66% | 5.8K | +2.33% | 971.56K | 125.03 | 0.14% | Share |
| 128 | EMXC | iShares MSCI Em... | 64.35 | -0.03% | 17.26K | -3.08% | 950.63K | 57.38 | 0.13% | Share |
| 129 | SCUS | Schwab Ultra-Sh... | 25.17 | +0.01% | 35.26K | +34.44% | 888.2K | 25.21 | 0.13% | Share |
| 130 | PTRB | PGIM Total Retu... | 41.66 | -0.14% | 20.6K | +100.00% | 859.92K | 41.74 | 0.12% | Share |
| 131 | IYW | iShares U.S. Te... | 183.94 | -0.52% | 6.07K | +3.09% | 852.89K | 101.85 | 0.12% | Share |
| 132 | GLD | SPDR Gold Share... | 307.46 | +0.07% | 2.96K | +1.76% | 851.45K | 198.59 | 0.12% | Share |
| 133 | SPYV | SPDR Portfolio ... | 54.05 | -0.21% | 16.55K | +28.33% | 845.04K | 43.27 | 0.12% | Share |
| 134 | MRK | Merck & Co., In... | 84.30 | +1.85% | 9.19K | +0.88% | 825.23K | 109.89 | 0.12% | Share |
| 135 | ABT | Abbott Laborato... | 131.73 | +1.90% | 6.17K | -43.89% | 818.29K | 103.86 | 0.12% | Share |
| 136 | FLRT | Pacer Pacific A... | 47.54 | +0.02% | 16.77K | +100.00% | 789.81K | 47.09 | 0.11% | Share |
| 137 | GLDM | SPDR Gold MiniS... | 66.12 | +0.06% | 12.38K | +90.85% | 765.89K | 56.7 | 0.11% | Share |
| 138 | XLG | Invesco S&P 500... | 55.12 | -0.15% | 15.74K | +100.00% | 724.4K | 46.02 | 0.10% | Share |
| 139 | STXE | Strive Emerging... | 31.72 | +0.04% | 26.28K | -2.57% | 717.96K | 25.67 | 0.10% | Share |
| 140 | DVY | iShares Select ... | 138.16 | -0.42% | 5.32K | -4.4% | 714.67K | 120.64 | 0.10% | Share |
| 141 | ON | ON Semiconducto... | 51.09 | -1.04% | 17.39K | -28.33% | 707.44K | 72.61 | 0.10% | Share |
| 142 | SPMO | Invesco S&P 500... | 117.25 | -0.73% | 7.62K | +2.85% | 705.45K | 94.94 | 0.10% | Share |
| 143 | INTC | Intel Corporati... | 24.57 | +2.98% | 30.67K | -1.59% | 696.58K | 28.67 | 0.10% | Share |
| 144 | MCD | McDonald's Corp... | 308.67 | -0.09% | 2.15K | -8.83% | 670.86K | 263.52 | 0.09% | Share |
| 145 | NEE | NextEra Energy,... | 75.50 | +4.51% | 9.41K | +2.44% | 667.12K | 62.53 | 0.09% | Share |
| 146 | MDY | SPDR S&P MIDCAP... | 579.85 | -0.55% | 1.25K | -2.19% | 665.78K | 461.49 | 0.09% | Share |
| 147 | TMAT | Main Thematic I... | 25.16 | +0.37% | 37.17K | +2.96% | 657.13K | 13.08 | 0.09% | Share |
| 148 | SCHX | Schwab U.S. Lar... | 25.45 | -0.29% | 29.47K | -2.12% | 650.79K | 15.08 | 0.09% | Share |
| 149 | FXH | First Trust Hea... | 106.19 | +1.14% | 6.14K | 0.00% | 635.8K | 108.73 | 0.09% | Share |
| 150 | AMD | Advanced Micro ... | 177.54 | -1.88% | 6.08K | -11.81% | 624.45K | 157.7 | 0.09% | Share |