Wealthplan Investment Management, LLC Top Holdings and 13F Report (2024)

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About Wealthplan Investment Management, LLC

Investment Activity

Wealthplan Investment Management, LLC has $624.31 million in total holdings as of December 31, 2023.
Wealthplan Investment Management, LLC owns shares of 190 different stocks, but just 56 companies or ETFs make up 80% of its holdings.
Approximately 23.79% of the portfolio was purchased this quarter.
About 69.92% of the portfolio was sold this quarter.
This quarter, Wealthplan Investment Management, LLC has purchased 316 new stocks and bought additional shares in 61 stocks.
Wealthplan Investment Management, LLC sold shares of 74 stocks and completely divested from 181 stocks this quarter.

Largest Holdings

Apple: $53,077,733
Nucor: $12,966,898
MSC Industrial Direct: $12,798,786
Berkshire Hathaway: $12,645,707
PepsiCo: $12,097,446

Largest New Holdings this Quarter

AstraZeneca: $6,622,728 Holding
RPM International: $6,499,433 Holding
Vanguard Ultra-Short Bond ETF: $6,432,445 Holding
Valmont Industries: $5,610,702 Holding
Albemarle: $5,559,534 Holding

Largest Purchases this Quarter

AstraZeneca: 98,333 shares (about $6.62M)
VanEck Floating Rate ETF: 262,621 shares (about $6.60M)
RPM International: 58,223 shares (about $6.50M)
Vanguard Ultra-Short Bond ETF: 130,106 shares (about $6.43M)
NextEra Energy: 102,727 shares (about $6.24M)

Largest Sales this Quarter

Vanguard Total Stock Market ETF: 104,107 shares (about $24.70M)
Berkshire Hathaway: 60,180 shares (about $21.46M)
Pacer US Cash Cows 100 ETF: 291,433 shares (about $15.15M)
Apple: 60,116 shares (about $11.57M)
iShares Core Dividend Growth ETF: 183,686 shares (about $9.89M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$53,077,733	$11,574,113 ▼	-17.9%	275,686	8.5%	Computer and Technology
NUE Nucor	$12,966,898	$3,629,792 ▲	38.9%	74,505	2.1%	Basic Materials
MSM MSC Industrial Direct	$12,798,786	$3,029,605 ▲	31.0%	126,395	2.1%	Industrial Products
BRK.B Berkshire Hathaway	$12,645,707	$21,463,748 ▼	-62.9%	35,456	2.0%	Finance
PEP PepsiCo	$12,097,446	$2,365,717 ▲	24.3%	71,228	1.9%	Consumer Staples
FLTR VanEck Floating Rate ETF	$11,317,241	$6,604,914 ▲	140.2%	449,990	1.8%	ETF
CASY Casey's General Stores	$11,234,459	$2,994,684 ▲	36.3%	40,891	1.8%	Retail/Wholesale
GGG Graco	$11,223,469	$2,616,253 ▲	30.4%	129,362	1.8%	Industrial Products
GOOG Alphabet	$11,076,393	$3,095,245 ▲	38.8%	78,595	1.8%	Computer and Technology
ABBV AbbVie	$10,809,792	$2,008,259 ▲	22.8%	69,754	1.7%	Medical
AMAX RH Hedged Multi-Asset Income ETF	$10,576,848	$4,521,204 ▲	74.7%	1,388,038	1.7%	ETF
CVX Chevron	$10,372,709	$2,385,211 ▲	29.9%	69,541	1.7%	Oils/Energy
BUFR FT Vest Fund of Buffer ETFs	$10,322,432	$5,798,895 ▼	-36.0%	388,500	1.7%	ETF
ABT Abbott Laboratories	$10,322,407	$1,234,550 ▲	13.6%	93,780	1.7%	Medical
FTLS First Trust Long/Short Equity ETF	$10,112,459	$731,718 ▼	-6.7%	179,745	1.6%	ETF
WPC W. P. Carey	$10,039,788	$1,522,388 ▲	17.9%	154,911	1.6%	Finance
LECO Lincoln Electric	$9,435,061	$1,688,560 ▲	21.8%	43,388	1.5%	Industrial Products
COST Costco Wholesale	$9,215,260	$367,660 ▲	4.2%	13,961	1.5%	Retail/Wholesale
JNJ Johnson & Johnson	$9,067,587	$1,548,125 ▼	-14.6%	57,851	1.5%	Medical
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	$9,026,513	$2,165,130 ▼	-19.3%	198,734	1.4%	ETF
GPC Genuine Parts	$9,022,988	$1,898,417 ▲	26.6%	65,148	1.4%	Auto/Tires/Trucks
HEQT Simplify Hedged Equity ETF	$8,970,717	$4,907,289 ▼	-35.4%	355,135	1.4%	ETF
CLOI VanEck CLO ETF	$8,754,735	$3,403,493 ▲	63.6%	167,957	1.4%	ETF
ADM Archer-Daniels-Midland	$8,605,489	$36,615 ▲	0.4%	119,157	1.4%	Consumer Staples
TXN Texas Instruments	$8,571,204	$1,534,815 ▲	21.8%	50,283	1.4%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$8,383,661	$24,696,466 ▼	-74.7%	35,341	1.3%	ETF
IBM International Business Machines	$8,317,763	$1,093,487 ▲	15.1%	50,858	1.3%	Computer and Technology
MSFT Microsoft	$8,094,935	$370,772 ▲	4.8%	21,527	1.3%	Computer and Technology
META Meta Platforms	$7,917,259	$4,250,288 ▲	115.9%	22,368	1.3%	Computer and Technology
NKE NIKE	$7,890,665	$1,887,384 ▲	31.4%	72,678	1.3%	Consumer Discretionary
APD Air Products and Chemicals	$7,843,002	$1,533,280 ▲	24.3%	28,645	1.3%	Basic Materials
VZ Verizon Communications	$7,452,796	$191,516 ▼	-2.5%	197,687	1.2%	Computer and Technology
DGRO iShares Core Dividend Growth ETF	$7,206,213	$9,885,959 ▼	-57.8%	133,895	1.2%	ETF
WMT Walmart	$7,176,361	$14,188 ▼	-0.2%	45,521	1.1%	Retail/Wholesale
AMZN Amazon.com	$7,006,409	$4,598,008 ▼	-39.6%	46,113	1.1%	Retail/Wholesale
IGRO iShares International Dividend Growth ETF	$6,968,308	$1,711,229 ▼	-19.7%	107,919	1.1%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$6,935,135	$7,861,574 ▼	-53.1%	81,715	1.1%	ETF
NEE NextEra Energy	$6,694,423	$6,239,661 ▲	1,372.1%	110,214	1.1%	Utilities
AZN AstraZeneca	$6,622,728	$6,622,728 ▲	New Holding	98,333	1.1%	Medical
COWZ Pacer US Cash Cows 100 ETF	$6,523,581	$15,151,555 ▼	-69.9%	125,478	1.0%	ETF
RPM RPM International	$6,499,433	$6,499,433 ▲	New Holding	58,223	1.0%	Construction
VUSB Vanguard Ultra-Short Bond ETF	$6,432,445	$6,432,445 ▲	New Holding	130,106	1.0%	ETF
O Realty Income	$6,373,993	$1,819,804 ▼	-22.2%	111,007	1.0%	Finance
AVEM Avantis Emerging Markets Equity ETF	$6,214,838	$1,851,673 ▼	-23.0%	110,212	1.0%	ETF
MA Mastercard	$6,122,099	$1,469,747 ▲	31.6%	14,354	1.0%	Business Services
CFR Cullen/Frost Bankers	$5,877,808	$565,236 ▼	-8.8%	54,178	0.9%	Finance
VMI Valmont Industries	$5,610,702	$5,610,702 ▲	New Holding	24,028	0.9%	Industrial Products
ALB Albemarle	$5,559,534	$5,559,534 ▲	New Holding	38,480	0.9%	Basic Materials
STZ Constellation Brands	$5,323,463	$1,890,203 ▲	55.1%	22,021	0.9%	Consumer Staples
UMBF UMB Financial	$5,173,141	$1,325,431 ▼	-20.4%	61,917	0.8%	Finance
TDV ProShares S&P Technology Dividend Aristocrats ETF	$5,143,160	$1,139,515 ▲	28.5%	73,917	0.8%	ETF
LMT Lockheed Martin	$5,038,132	$401,564 ▲	8.7%	11,116	0.8%	Aerospace
PJUL Innovator U.S. Equity Power Buffer ETF - July	$4,931,611	$2,788,186 ▲	130.1%	136,270	0.8%	ETF
ICOW Pacer Developed Markets International Cash Cows 100 ETF	$4,762,944	$4,762,944 ▲	New Holding	152,463	0.8%	ETF
PHDG Invesco S&P 500 Downside Hedged ETF	$4,478,251	$2,692,811 ▲	150.8%	130,828	0.7%	ETF
AGOX Adaptive Growth Opportunities ETF	$4,352,868	$4,860,000 ▼	-52.8%	178,859	0.7%	ETF
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF	$4,318,966	$634,063 ▲	17.2%	89,327	0.7%	ETF
DHR Danaher	$4,306,186	$1,510,658 ▲	54.0%	18,614	0.7%	Multi-Sector Conglomerates
MCHP Microchip Technology	$4,228,861	$250,969 ▲	6.3%	46,894	0.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$3,892,024	$1,527,485 ▼	-28.2%	22,881	0.6%	Finance
JEPI JPMorgan Equity Premium Income ETF	$3,642,236	$1,863,480 ▼	-33.8%	66,247	0.6%	ETF
SEMI Columbia Seligman Semiconductor and Technology ETF	$3,499,801	$873,698 ▼	-20.0%	156,448	0.6%	ETF
USFR WisdomTree Bloomberg Floating Rate Treasury Fund	$3,023,644	$3,023,644 ▲	New Holding	60,184	0.5%	Finance
GOOGL Alphabet	$2,677,159	$736,725 ▲	38.0%	19,165	0.4%	Computer and Technology
TSLA Tesla	$2,586,428	$609,024 ▼	-19.1%	10,409	0.4%	Auto/Tires/Trucks
UNP Union Pacific	$2,571,065	$1,269,077 ▼	-33.0%	10,468	0.4%	Transportation
ADBE Adobe	$2,422,793	$245,203 ▼	-9.2%	4,061	0.4%	Computer and Technology
BX Blackstone	$2,283,448	$557,050 ▼	-19.6%	17,442	0.4%	Finance
PJAN Innovator U.S. Equity Power Buffer ETF - January	$2,235,871	$108,852 ▼	-4.6%	60,040	0.4%	ETF
FIRST TR EXCHNG TRADED FD VI	$2,231,895	$2,231,895 ▲	New Holding	70,407	0.4%	FT CBOE VEST US
PAUG Innovator U.S. Equity Power Buffer ETF - August	$2,198,649	$2,198,649 ▲	New Holding	65,887	0.4%	ETF
SPGI S&P Global	$2,119,952	$248,914 ▼	-10.5%	4,812	0.3%	Business Services
PDEC Innovator U.S. Equity Power Buffer ETF - December	$2,095,189	$2,095,189 ▲	New Holding	59,692	0.3%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$2,017,422	$2,260,874 ▼	-52.8%	31,009	0.3%	ETF
LOW Lowe's Companies	$1,865,866	$53,635 ▲	3.0%	8,384	0.3%	Retail/Wholesale
PFE Pfizer	$1,824,255	$1,392,720 ▲	322.7%	63,364	0.3%	Medical
XSEP FT Vest U.S. Equity Enhance & Moderate Buffer ETF	$1,819,076	$387,013 ▼	-17.5%	50,688	0.3%	ETF
NAPR Innovator Growth-100 Power Buffer ETF - April	$1,810,660	$94,125 ▲	5.5%	40,705	0.3%	ETF
ROP Roper Technologies	$1,799,135	$281,864 ▼	-13.5%	3,300	0.3%	Computer and Technology
TLT iShares 20+ Year Treasury Bond ETF	$1,789,036	$1,051,688 ▲	142.6%	18,093	0.3%	ETF
DECT AllianzIM U.S. Large Cap Buffer10 Dec ETF	$1,611,787	$1,611,787 ▲	New Holding	56,305	0.3%	ETF
NVDA NVIDIA	$1,597,593	$1,840,253 ▼	-53.5%	3,226	0.3%	Computer and Technology
V Visa	$1,499,417	$1,407,510 ▼	-48.4%	5,759	0.2%	Business Services
XOM Exxon Mobil	$1,385,875	$217,549 ▼	-13.6%	13,862	0.2%	Oils/Energy
SIXO AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF	$1,359,379	$111,393 ▲	8.9%	47,081	0.2%	ETF
NOW ServiceNow	$1,312,658	$1,312,658 ▲	New Holding	1,858	0.2%	Computer and Technology
SHCR Sharecare	$1,271,445	$1,271,445 ▲	New Holding	1,177,264	0.2%	Medical
AMGN Amgen	$1,266,489	$1,024,540 ▲	423.5%	4,397	0.2%	Medical
BA Boeing	$1,229,273	$28,151 ▼	-2.2%	4,716	0.2%	Aerospace
LLY Eli Lilly and Company	$1,207,810	$290,877 ▲	31.7%	2,072	0.2%	Medical
TMO Thermo Fisher Scientific	$1,197,095	$604,652 ▼	-33.6%	2,255	0.2%	Medical
FSCO FS Credit Opportunities	$1,172,678	$244,960 ▲	26.4%	206,822	0.2%	Financial Services
LULU Lululemon Athletica	$1,170,343	$538,900 ▼	-31.5%	2,289	0.2%	Consumer Discretionary
SCHD Schwab US Dividend Equity ETF	$1,148,644	$3,856,575 ▼	-77.1%	15,088	0.2%	ETF
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$1,145,038	$440,291 ▲	62.5%	16,293	0.2%	Manufacturing
SPY SPDR S&P 500 ETF Trust	$1,089,236	$726,157 ▼	-40.0%	2,292	0.2%	Finance
ZLAB Zai Lab	$1,076,611	$1,076,611 ▲	New Holding	39,393	0.2%	Medical
AMN AMN Healthcare Services	$1,048,170	$108,426 ▼	-9.4%	13,998	0.2%	Medical
ARCC Ares Capital	$1,012,292	$480,718 ▲	90.4%	50,539	0.2%	Finance
CHENIERE ENERGY INC	$1,011,842	$330,167 ▼	-24.6%	5,927	0.2%	COM NEW
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$993,418	$5,406,569 ▼	-84.5%	9,955	0.2%	ETF
GOLF Acushnet	$976,024	$976,024 ▲	New Holding	15,451	0.2%	Consumer Discretionary
JHID John Hancock International High Dividend ETF	$966,456	$966,456 ▲	New Holding	34,205	0.2%	ETF
NFLX Netflix	$883,200	$446,469 ▲	102.2%	1,814	0.1%	Consumer Discretionary
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF	$870,382	$870,382 ▲	New Holding	11,831	0.1%	ETF
DNL WisdomTree Global ex U.S. Quality Dividend Growth Fund	$810,831	$810,831 ▲	New Holding	21,920	0.1%	Finance
ADP Automatic Data Processing	$750,240	$451,309 ▲	151.0%	3,220	0.1%	Business Services
IVV iShares Core S&P 500 ETF	$743,181	$9,275,434 ▼	-92.6%	1,556	0.1%	ETF
MCD McDonald's	$717,928	$433,248 ▼	-37.6%	2,421	0.1%	Retail/Wholesale
FDX FedEx	$717,081	$717,081 ▲	New Holding	2,835	0.1%	Transportation
DEO Diageo	$676,799	$5,107,167 ▼	-88.3%	4,646	0.1%	Consumer Staples
FMC FMC	$668,104	$65,322 ▼	-8.9%	10,596	0.1%	Basic Materials
WERN Werner Enterprises	$605,686	$100,926 ▼	-14.3%	14,295	0.1%	Transportation
CRSP CRISPR Therapeutics	$604,904	$604,904 ▲	New Holding	9,663	0.1%	Medical
UBER Uber Technologies	$602,401	$602,401 ▲	New Holding	9,784	0.1%	Computer and Technology
SBUX Starbucks	$595,418	$229,066 ▲	62.5%	6,202	0.1%	Retail/Wholesale
USB U.S. Bancorp	$566,613	$18,610 ▼	-3.2%	13,092	0.1%	Finance
TSN Tyson Foods	$559,665	$559,665 ▲	New Holding	10,412	0.1%	Consumer Staples
SRLN SPDR Blackstone Senior Loan ETF	$549,101	$549,101 ▲	New Holding	13,096	0.1%	ETF
BAC Bank of America	$539,802	$82,829 ▲	18.1%	16,032	0.1%	Finance
EW Edwards Lifesciences	$526,125	$526,125 ▲	New Holding	6,900	0.1%	Medical
CHRW C.H. Robinson Worldwide	$520,722	$278,415 ▲	114.9%	6,028	0.1%	Transportation
SQ Block	$506,488	$506,488 ▲	New Holding	6,548	0.1%	Business Services
WFC Wells Fargo & Company	$498,964	$548,826 ▼	-52.4%	10,137	0.1%	Finance
DOW DOW	$475,184	$475,184 ▲	New Holding	8,665	0.1%	Basic Materials
VBK Vanguard Small-Cap Growth ETF	$466,174	$931,864 ▼	-66.7%	1,928	0.1%	ETF
ZM Zoom Video Communications	$443,613	$443,613 ▲	New Holding	6,169	0.1%	Computer and Technology
UNH UnitedHealth Group	$426,967	$72,653 ▲	20.5%	811	0.1%	Medical
DFEB FT Vest U.S. Equity Deep Buffer ETF - February	$425,062	$425,062 ▲	New Holding	11,338	0.1%	ETF
XYL Xylem	$411,696	$411,696 ▲	New Holding	3,600	0.1%	Industrial Products
VERALTO CORP	$406,200	$406,200 ▲	New Holding	4,938	0.1%	COM SHS
SHY iShares 1-3 Year Treasury Bond ETF	$404,539	$404,539 ▲	New Holding	4,931	0.1%	Manufacturing
CINF Cincinnati Financial	$400,121	$164,001 ▲	69.5%	3,867	0.1%	Finance
ISRG Intuitive Surgical	$394,711	$130,558 ▲	49.4%	1,170	0.1%	Medical
CMCSA Comcast	$393,383	$20,873 ▲	5.6%	8,971	0.1%	Consumer Discretionary
AEP American Electric Power	$389,856	$129,465 ▲	49.7%	4,800	0.1%	Utilities
QQQ Invesco QQQ	$379,625	$5,025,629 ▼	-93.0%	927	0.1%	Finance
HON Honeywell International	$377,478	$119,954 ▲	46.6%	1,800	0.1%	Multi-Sector Conglomerates
SGOL abrdn Physical Gold Shares ETF	$375,475	$375,475 ▲	New Holding	19,021	0.1%	ETF
PFF iShares Preferred and Income Securities ETF	$370,078	$1,404 ▲	0.4%	11,865	0.1%	ETF
PMAY Innovator U.S. Equity Power Buffer ETF - May	$367,528	$367,528 ▲	New Holding	11,677	0.1%	ETF
MKL Markel Group	$362,075	$362,075 ▲	New Holding	255	0.1%	Multi-Sector Conglomerates
BMY Bristol-Myers Squibb	$349,934	$349,934 ▲	New Holding	6,820	0.1%	Medical
VSH Vishay Intertechnology	$347,275	$347,275 ▲	New Holding	14,488	0.1%	Computer and Technology
LEAD Siren DIVCON Leaders Dividend ETF	$336,759	$336,759 ▲	New Holding	5,537	0.1%	ETF
TGT Target	$333,712	$876,083 ▼	-72.4%	2,343	0.1%	Retail/Wholesale
ESGU iShares ESG Aware MSCI USA ETF	$328,819	$328,819 ▲	New Holding	3,134	0.1%	Manufacturing
SYY Sysco	$320,869	$73,636 ▲	29.8%	4,388	0.1%	Consumer Staples
EYLD Cambria Emerging Shareholder Yield ETF	$313,845	$313,845 ▲	New Holding	10,011	0.1%	ETF
DUK Duke Energy	$305,773	$174,187 ▼	-36.3%	3,151	0.0%	Utilities
MDLZ Mondelez International	$303,802	$124,954 ▼	-29.1%	4,194	0.0%	Consumer Staples
VV Vanguard Large-Cap ETF	$302,138	$302,138 ▲	New Holding	1,385	0.0%	ETF
KO Coca-Cola	$298,982	$98,993 ▼	-24.9%	5,074	0.0%	Consumer Staples
F Ford Motor	$298,456	$32,754 ▲	12.3%	24,484	0.0%	Auto/Tires/Trucks
W Wayfair	$297,764	$297,764 ▲	New Holding	4,826	0.0%	Retail/Wholesale
PIMCO ETF TR	$286,677	$92 ▼	0.0%	3,101	0.0%	ACTIVE BD ETF
PGX Invesco Preferred ETF	$282,546	$152,359 ▲	117.0%	24,633	0.0%	ETF
MO Altria Group	$266,248	$833,961 ▼	-75.8%	6,600	0.0%	Consumer Staples
GPP Green Plains Partners	$265,188	$265,188 ▲	New Holding	20,832	0.0%	Transportation
LW Lamb Weston	$265,111	$230,527 ▼	-46.5%	2,453	0.0%	Consumer Staples
DDEC FT Vest U.S. Equity Deep Buffer ETF - December	$263,318	$263,318 ▲	New Holding	7,364	0.0%	ETF
CAT Caterpillar	$263,146	$1,622,339 ▼	-86.0%	890	0.0%	Industrial Products
VTV Vanguard Value ETF	$262,971	$13,007 ▲	5.2%	1,759	0.0%	ETF
BP BP	$259,175	$259,175 ▲	New Holding	7,321	0.0%	Oils/Energy
IVW iShares S&P 500 Growth ETF	$258,108	$3,417,059 ▼	-93.0%	3,437	0.0%	ETF
SQM Sociedad Química y Minera de Chile	$257,862	$257,862 ▲	New Holding	4,282	0.0%	Basic Materials
MDT Medtronic	$257,813	$45,385 ▲	21.4%	3,130	0.0%	Medical
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund	$254,859	$26,771 ▼	-9.5%	8,825	0.0%	Finance
DIS Walt Disney	$252,464	$210,116 ▼	-45.4%	2,796	0.0%	Consumer Discretionary
NVR NVR	$252,016	$252,016 ▲	New Holding	36	0.0%	Construction
VLY Valley National Bancorp	$249,389	$249,389 ▲	New Holding	22,964	0.0%	Finance
IVOL Quadratic Interest Rate Volatility and Inflation Hedge ETF	$243,389	$124,435 ▼	-33.8%	11,769	0.0%	ETF
PFEB Innovator U.S. Equity Power Buffer ETF - February	$238,254	$238,254 ▲	New Holding	7,297	0.0%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$231,701	$231,701 ▲	New Holding	2,602	0.0%	ETF
ZBH Zimmer Biomet	$231,227	$231,227 ▲	New Holding	1,900	0.0%	Medical
SWK Stanley Black & Decker	$227,166	$227,166 ▲	New Holding	2,316	0.0%	Industrial Products
IWM iShares Russell 2000 ETF	$224,594	$224,594 ▲	New Holding	1,119	0.0%	Finance
SPLG SPDR Portfolio S&P 500 ETF	$221,979	$6,100,705 ▼	-96.5%	3,971	0.0%	ETF
GM General Motors	$217,894	$145,622 ▼	-40.1%	6,066	0.0%	Auto/Tires/Trucks
QUAL iShares MSCI USA Quality Factor ETF	$212,912	$1,492,003 ▼	-87.5%	1,447	0.0%	ETF
HD Home Depot	$211,396	$938,113 ▼	-81.6%	610	0.0%	Retail/Wholesale
DE Deere & Company	$207,533	$867,720 ▼	-80.7%	519	0.0%	Industrial Products
NET LEASE OFFICE PROPERTIES	$205,997	$205,997 ▲	New Holding	11,147	0.0%	COM
RODM Hartford Multifactor Developed Markets (ex-US) ETF	$201,337	$2,936,071 ▼	-93.6%	7,343	0.0%	ETF
BOXX Alpha Architect 1-3 Month Box ETF	$200,731	$1,375,675 ▼	-87.3%	1,909	0.0%	ETF
BBDC Barings BDC	$132,398	$132,398 ▲	New Holding	15,431	0.0%	Finance
CION CION Investment	$130,269	$5,164,208 ▼	-97.5%	11,518	0.0%	Finance
AGNC AGNC Investment	$103,819	$21,749 ▼	-17.3%	10,583	0.0%	Finance
BRSP BrightSpire Capital	$79,072	$2,051,110 ▼	-96.3%	10,628	0.0%	Finance
DCTH Delcath Systems	$72,563	$72,563 ▲	New Holding	17,443	0.0%	Medical
SCHF Schwab International Equity ETF	$0	$16,085,568 ▼	-100.0%	0	0.0%	ETF
SPAB SPDR Portfolio Aggregate Bond ETF	$0	$13,937,217 ▼	-100.0%	0	0.0%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$0	$12,786,550 ▼	-100.0%	0	0.0%	ETF
IVE iShares S&P 500 Value ETF	$0	$12,262,132 ▼	-100.0%	0	0.0%	ETF
SECT Main Sector Rotation ETF	$0	$11,553,578 ▼	-100.0%	0	0.0%	ETF
BKH Black Hills	$0	$6,869,005 ▼	-100.0%	0	0.0%	Utilities
GBIL Goldman Sachs TreasuryAccess 0-1 Year ETF	$0	$6,732,717 ▼	-100.0%	0	0.0%	ETF
FSK FS KKR Capital	$0	$5,576,034 ▼	-100.0%	0	0.0%	Finance
XBJL Innovator U.S. Equity Accelerated 9 Buffer ETF - July	$0	$5,241,248 ▼	-100.0%	0	0.0%	ETF
FTSM First Trust Enhanced Short Maturity ETF	$0	$4,431,297 ▼	-100.0%	0	0.0%	Manufacturing
IOCT Innovator International Developed Power Buffer ETF-October	$0	$4,417,606 ▼	-100.0%	0	0.0%	ETF
VB Vanguard Small-Cap ETF	$0	$3,382,089 ▼	-100.0%	0	0.0%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$0	$3,246,507 ▼	-100.0%	0	0.0%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$0	$3,189,912 ▼	-100.0%	0	0.0%	ETF
XLF Financial Select Sector SPDR Fund	$0	$3,187,201 ▼	-100.0%	0	0.0%	ETF
MCH Matthews China Active ETF	$0	$3,009,747 ▼	-100.0%	0	0.0%	ETF
EA SERIES TRUST	$0	$2,964,783 ▼	-100.0%	0	0.0%	STRIVE 1000 VALU
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	$0	$2,933,512 ▼	-100.0%	0	0.0%	Finance
SCHP Schwab U.S. TIPS ETF	$0	$2,891,764 ▼	-100.0%	0	0.0%	ETF
EWX SPDR S&P Emerging Markets SmallCap ETF	$0	$2,758,766 ▼	-100.0%	0	0.0%	ETF
SPYD SPDR Portfolio S&P 500 High Dividend ETF	$0	$2,579,959 ▼	-100.0%	0	0.0%	ETF
GDX VanEck Gold Miners ETF	$0	$2,556,019 ▼	-100.0%	0	0.0%	ETF
INTC Intel	$0	$2,555,556 ▼	-100.0%	0	0.0%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$0	$2,302,561 ▼	-100.0%	0	0.0%	ETF
GDV The Gabelli Dividend & Income Trust	$0	$2,287,855 ▼	-100.0%	0	0.0%	Financial Services
FEM First Trust Emerging Markets AlphaDEX Fund	$0	$2,251,506 ▼	-100.0%	0	0.0%	Manufacturing
EA SERIES TRUST	$0	$2,246,722 ▼	-100.0%	0	0.0%	STRIVE 1000 GRWT
CIBR First Trust Nasdaq Cybersecurity ETF	$0	$2,193,942 ▼	-100.0%	0	0.0%	Manufacturing
CALF Pacer US Small Cap Cash Cows 100 ETF	$0	$2,125,074 ▼	-100.0%	0	0.0%	ETF
DTH WisdomTree International High Dividend Fund	$0	$1,994,319 ▼	-100.0%	0	0.0%	Finance
CMA Comerica	$0	$1,979,027 ▼	-100.0%	0	0.0%	Finance
BKE Buckle	$0	$1,941,628 ▼	-100.0%	0	0.0%	Retail/Wholesale
NCLH Norwegian Cruise Line	$0	$1,823,776 ▼	-100.0%	0	0.0%	Consumer Discretionary
NEAR BlackRock Short Duration Bond ETF	$0	$1,784,452 ▼	-100.0%	0	0.0%	ETF
CRUZ Defiance Hotel, Airline, and Cruise ETF	$0	$1,743,460 ▼	-100.0%	0	0.0%	Manufacturing
SCHX Schwab US Large-Cap ETF	$0	$1,646,979 ▼	-100.0%	0	0.0%	ETF
EFG iShares MSCI EAFE Growth ETF	$0	$1,637,606 ▼	-100.0%	0	0.0%	ETF
DEM WisdomTree Emerging Markets High Dividend Fund	$0	$1,599,497 ▼	-100.0%	0	0.0%	Finance
XLV Health Care Select Sector SPDR Fund	$0	$1,593,668 ▼	-100.0%	0	0.0%	ETF
PNC The PNC Financial Services Group	$0	$1,540,395 ▼	-100.0%	0	0.0%	Finance
BSEP Innovator U.S. Equity Buffer ETF - September	$0	$1,535,367 ▼	-100.0%	0	0.0%	ETF
IUSB iShares Core Total USD Bond Market ETF	$0	$1,475,323 ▼	-100.0%	0	0.0%	Manufacturing
EFV iShares MSCI EAFE Value ETF	$0	$1,468,243 ▼	-100.0%	0	0.0%	ETF
SCHW Charles Schwab	$0	$1,457,782 ▼	-100.0%	0	0.0%	Finance
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$0	$1,409,681 ▼	-100.0%	0	0.0%	ETF
IJH iShares Core S&P Mid-Cap ETF	$0	$1,391,456 ▼	-100.0%	0	0.0%	ETF
ADSK Autodesk	$0	$1,289,515 ▼	-100.0%	0	0.0%	Computer and Technology
EA SERIES TRUST	$0	$1,151,388 ▼	-100.0%	0	0.0%	STRIVE SML CAP
MBB iShares MBS ETF	$0	$1,125,688 ▼	-100.0%	0	0.0%	ETF
MRK Merck & Co., Inc.	$0	$1,053,297 ▼	-100.0%	0	0.0%	Medical
TFLO iShares Treasury Floating Rate Bond ETF	$0	$1,051,079 ▼	-100.0%	0	0.0%	ETF
IWN iShares Russell 2000 Value ETF	$0	$1,008,899 ▼	-100.0%	0	0.0%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$0	$960,490 ▼	-100.0%	0	0.0%	ETF
MAIN Main Street Capital	$0	$959,198 ▼	-100.0%	0	0.0%	Finance
FXH First Trust Health Care AlphaDEX Fund	$0	$917,931 ▼	-100.0%	0	0.0%	ETF
IWF iShares Russell 1000 Growth ETF	$0	$900,908 ▼	-100.0%	0	0.0%	ETF
YEAR AB Ultra Short Income ETF	$0	$823,079 ▼	-100.0%	0	0.0%	ETF
XBOC Innovator U.S. Equity Accelerated 9 Buffer ETF - October	$0	$813,327 ▼	-100.0%	0	0.0%	ETF
SCHI Schwab 5-10 Year Corporate Bond ETF	$0	$797,116 ▼	-100.0%	0	0.0%	ETF
CSB VictoryShares US Small Cap High Div Volatility Wtd ETF	$0	$786,815 ▼	-100.0%	0	0.0%	ETF
XLE Energy Select Sector SPDR Fund	$0	$773,610 ▼	-100.0%	0	0.0%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$0	$773,055 ▼	-100.0%	0	0.0%	Finance
ECOW Pacer Emerging Markets Cash Cows 100 ETF	$0	$750,306 ▼	-100.0%	0	0.0%	ETF
GLD SPDR Gold Shares	$0	$729,005 ▼	-100.0%	0	0.0%	Finance
FVD First Trust Value Line Dividend Index Fund	$0	$727,572 ▼	-100.0%	0	0.0%	ETF
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF	$0	$725,955 ▼	-100.0%	0	0.0%	ETF
BALL Ball	$0	$723,204 ▼	-100.0%	0	0.0%	Industrial Products
PG Procter & Gamble	$0	$704,336 ▼	-100.0%	0	0.0%	Consumer Staples
SCHA Schwab US Small-Cap ETF	$0	$693,288 ▼	-100.0%	0	0.0%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$0	$688,460 ▼	-100.0%	0	0.0%	ETF
DVY iShares Select Dividend ETF	$0	$681,137 ▼	-100.0%	0	0.0%	ETF
PRF Invesco FTSE RAFI US 1000 ETF	$0	$642,574 ▼	-100.0%	0	0.0%	ETF
SPHY SPDR Portfolio High Yield Bond ETF	$0	$635,787 ▼	-100.0%	0	0.0%	ETF
FEX First Trust Large Cap Core AlphaDEX Fund	$0	$630,552 ▼	-100.0%	0	0.0%	ETF
EA SERIES TRUST	$0	$627,091 ▼	-100.0%	0	0.0%	STRIVE TOTAL RET
VOO Vanguard S&P 500 ETF	$0	$619,681 ▼	-100.0%	0	0.0%	ETF
AOA iShares Core Aggressive Allocation ETF	$0	$611,150 ▼	-100.0%	0	0.0%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$0	$599,260 ▼	-100.0%	0	0.0%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$0	$598,107 ▼	-100.0%	0	0.0%	ETF
CROX Crocs	$0	$574,554 ▼	-100.0%	0	0.0%	Consumer Discretionary
IPG Interpublic Group of Companies	$0	$571,280 ▼	-100.0%	0	0.0%	Business Services
REET iShares Global REIT ETF	$0	$562,359 ▼	-100.0%	0	0.0%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$0	$548,565 ▼	-100.0%	0	0.0%	ETF
HYLB X-trackers USD High Yield Corporate Bond ETF	$0	$545,960 ▼	-100.0%	0	0.0%	ETF
SCHE Schwab Emerging Markets Equity ETF	$0	$539,129 ▼	-100.0%	0	0.0%	ETF
STXE Strive Emerging Markets Ex-China ETF	$0	$536,304 ▼	-100.0%	0	0.0%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$0	$536,095 ▼	-100.0%	0	0.0%	ETF
T AT&T	$0	$532,808 ▼	-100.0%	0	0.0%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$0	$531,177 ▼	-100.0%	0	0.0%	ETF
MCK McKesson	$0	$528,825 ▼	-100.0%	0	0.0%	Medical
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund	$0	$525,364 ▼	-100.0%	0	0.0%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$0	$522,693 ▼	-100.0%	0	0.0%	Manufacturing
BUYW Main BuyWrite ETF	$0	$519,876 ▼	-100.0%	0	0.0%	ETF
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF - April	$0	$515,404 ▼	-100.0%	0	0.0%	ETF
NSC Norfolk Southern	$0	$510,049 ▼	-100.0%	0	0.0%	Transportation
DAL Delta Air Lines	$0	$509,158 ▼	-100.0%	0	0.0%	Transportation
MUB iShares National Muni Bond ETF	$0	$505,522 ▼	-100.0%	0	0.0%	ETF
CSM ProShares Large Cap Core Plus	$0	$501,836 ▼	-100.0%	0	0.0%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$0	$492,941 ▼	-100.0%	0	0.0%	Manufacturing
APRW AllianzIM U.S. Large Cap Buffer20 Apr ETF	$0	$484,021 ▼	-100.0%	0	0.0%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$0	$481,049 ▼	-100.0%	0	0.0%	ETF
PSA Public Storage	$0	$474,336 ▼	-100.0%	0	0.0%	Finance
SFLR Innovator Equity Managed Floor ETF	$0	$473,566 ▼	-100.0%	0	0.0%	ETF
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF	$0	$472,270 ▼	-100.0%	0	0.0%	ETF
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF	$0	$460,976 ▼	-100.0%	0	0.0%	ETF
RPV Invesco S&P 500 Pure Value ETF	$0	$457,960 ▼	-100.0%	0	0.0%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$0	$456,684 ▼	-100.0%	0	0.0%	ETF
IWO iShares Russell 2000 Growth ETF	$0	$449,197 ▼	-100.0%	0	0.0%	ETF
VO Vanguard Mid-Cap ETF	$0	$448,549 ▼	-100.0%	0	0.0%	ETF
TIP iShares TIPS Bond ETF	$0	$447,656 ▼	-100.0%	0	0.0%	ETF
TMAT Main Thematic Innovation ETF	$0	$447,437 ▼	-100.0%	0	0.0%	ETF
BALT Innovator Defined Wealth Shield ETF	$0	$446,107 ▼	-100.0%	0	0.0%	ETF
IWD iShares Russell 1000 Value ETF	$0	$443,922 ▼	-100.0%	0	0.0%	ETF
COP ConocoPhillips	$0	$441,463 ▼	-100.0%	0	0.0%	Oils/Energy
AVGO Broadcom	$0	$434,533 ▼	-100.0%	0	0.0%	Computer and Technology
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$0	$428,062 ▼	-100.0%	0	0.0%	Finance
WMS Advanced Drainage Systems	$0	$426,863 ▼	-100.0%	0	0.0%	Construction
STRV Strive 500 ETF	$0	$420,097 ▼	-100.0%	0	0.0%	ETF
PJUN Innovator U.S. Equity Power Buffer ETF - June	$0	$406,873 ▼	-100.0%	0	0.0%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$0	$399,347 ▼	-100.0%	0	0.0%	ETF
IYW iShares U.S. Technology ETF	$0	$393,205 ▼	-100.0%	0	0.0%	Manufacturing
CSCO Cisco Systems	$0	$392,666 ▼	-100.0%	0	0.0%	Computer and Technology
IWB iShares Russell 1000 ETF	$0	$391,830 ▼	-100.0%	0	0.0%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$0	$390,076 ▼	-100.0%	0	0.0%	Finance
EAPR Innovator MSCI Emerging Markets Power Buffer ETF- April	$0	$389,796 ▼	-100.0%	0	0.0%	ETF
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF	$0	$385,039 ▼	-100.0%	0	0.0%	ETF
CAG Conagra Brands	$0	$378,374 ▼	-100.0%	0	0.0%	Consumer Staples
FNDX Schwab Fundamental U.S. Large Company Index ETF	$0	$374,719 ▼	-100.0%	0	0.0%	ETF
SUN Sunoco	$0	$367,525 ▼	-100.0%	0	0.0%	Oils/Energy
IJR iShares Core S&P Small-Cap ETF	$0	$361,122 ▼	-100.0%	0	0.0%	ETF
JPST JPMorgan Ultra-Short Income ETF	$0	$358,135 ▼	-100.0%	0	0.0%	ETF
BABA Alibaba Group	$0	$352,078 ▼	-100.0%	0	0.0%	Retail/Wholesale
HRL Hormel Foods	$0	$351,525 ▼	-100.0%	0	0.0%	Consumer Staples
EMR Emerson Electric	$0	$346,581 ▼	-100.0%	0	0.0%	Industrial Products
ROK Rockwell Automation	$0	$335,326 ▼	-100.0%	0	0.0%	Industrial Products
TJX TJX Companies	$0	$333,883 ▼	-100.0%	0	0.0%	Retail/Wholesale
RTX RTX	$0	$326,107 ▼	-100.0%	0	0.0%	Aerospace
UPS United Parcel Service	$0	$314,722 ▼	-100.0%	0	0.0%	Transportation
CCL Carnival Co. &	$0	$313,502 ▼	-100.0%	0	0.0%	Consumer Discretionary
SPDW SPDR Portfolio Developed World ex-US ETF	$0	$308,488 ▼	-100.0%	0	0.0%	ETF
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF	$0	$303,850 ▼	-100.0%	0	0.0%	ETF
IWS iShares Russell Mid-Cap Value ETF	$0	$300,082 ▼	-100.0%	0	0.0%	ETF
XUSP Innovator Uncapped Accelerated U.S. Equity ETF	$0	$295,335 ▼	-100.0%	0	0.0%	ETF
GOVT iShares U.S. Treasury Bond ETF	$0	$294,385 ▼	-100.0%	0	0.0%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$0	$292,005 ▼	-100.0%	0	0.0%	ETF
VRIG Invesco Variable Rate Investment Grade ETF	$0	$286,214 ▼	-100.0%	0	0.0%	ETF
BSV Vanguard Short-Term Bond ETF	$0	$282,714 ▼	-100.0%	0	0.0%	ETF
DIVB iShares Core Dividend ETF	$0	$281,063 ▼	-100.0%	0	0.0%	ETF
GE General Electric	$0	$278,136 ▼	-100.0%	0	0.0%	Transportation
PEG Public Service Enterprise Group	$0	$266,737 ▼	-100.0%	0	0.0%	Utilities
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF	$0	$256,815 ▼	-100.0%	0	0.0%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$0	$256,206 ▼	-100.0%	0	0.0%	ETF
VUG Vanguard Growth ETF	$0	$252,976 ▼	-100.0%	0	0.0%	ETF
XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF - January	$0	$247,002 ▼	-100.0%	0	0.0%	ETF
BUFF Innovator Laddered Fund of U.S. Equity Power Buffer ETFs	$0	$246,863 ▼	-100.0%	0	0.0%	ETF
PAYX Paychex	$0	$234,521 ▼	-100.0%	0	0.0%	Business Services
AN AutoNation	$0	$228,311 ▼	-100.0%	0	0.0%	Retail/Wholesale
VYM Vanguard High Dividend Yield ETF	$0	$222,138 ▼	-100.0%	0	0.0%	ETF
FNDF Schwab Fundamental International Large Company Index ETF	$0	$217,129 ▼	-100.0%	0	0.0%	ETF
ORCL Oracle	$0	$213,852 ▼	-100.0%	0	0.0%	Computer and Technology
RDVY First Trust NASDAQ Rising Dividend Achievers	$0	$211,691 ▼	-100.0%	0	0.0%	Manufacturing
AOM iShares Core Moderate Allocation ETF	$0	$211,078 ▼	-100.0%	0	0.0%	ETF
SO Southern	$0	$210,146 ▼	-100.0%	0	0.0%	Utilities
RGEN Repligen	$0	$209,893 ▼	-100.0%	0	0.0%	Medical
VGT Vanguard Information Technology ETF	$0	$206,904 ▼	-100.0%	0	0.0%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$0	$204,622 ▼	-100.0%	0	0.0%	Manufacturing
MMM 3M	$0	$203,431 ▼	-100.0%	0	0.0%	Multi-Sector Conglomerates
SLYV SPDR S&P 600 Small CapValue ETF	$0	$202,636 ▼	-100.0%	0	0.0%	ETF
CEG Constellation Energy	$0	$200,712 ▼	-100.0%	0	0.0%	Oils/Energy
DIAL Columbia Diversified Fixed Income Allocation ETF	$0	$191,582 ▼	-100.0%	0	0.0%	ETF
RHRX RH Tactical Rotation ETF	$0	$155,804 ▼	-100.0%	0	0.0%	ETF
DSL DoubleLine Income Solutions Fund	$0	$127,736 ▼	-100.0%	0	0.0%	Financial Services
USA Liberty All-Star Equity Fund	$0	$62,782 ▼	-100.0%	0	0.0%	Finance
PSEC Prospect Capital	$0	$62,497 ▼	-100.0%	0	0.0%	Finance
RINGCENTRAL INC	$0	$50,506 ▼	-100.0%	0	0.0%	NOTE 3/0
ALT Altimmune	$0	$31,021 ▼	-100.0%	0	0.0%	Medical
DOCUSIGN INC	$0	$19,529 ▼	-100.0%	0	0.0%	NOTE 1/1
SQFT Presidio Property Trust	$0	$17,804 ▼	-100.0%	0	0.0%	Industrial Products
SEEL Seelos Therapeutics	$0	$10,402 ▼	-100.0%	0	0.0%	Medical
PAVM PAVmed	$0	$9,526 ▼	-100.0%	0	0.0%	Medical
SQFTW Presidio Property Trust	$0	$760 ▼	-100.0%	0	0.0%	Real Estate

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Wealthplan Investment Management, LLC Top Holdings and 13F Report (2024)

About Wealthplan Investment Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

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Wealthplan Investment Management, LLC Top Holdings and 13F Report (2024)

About Wealthplan Investment Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWealthplan Investment Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

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