Wealthplan Partners, LLC Top Holdings and 13F Report (2025) About Wealthplan Partners, LLCInvestment ActivityWealthplan Partners, LLC has $621.39 million in total holdings as of March 31, 2025.Wealthplan Partners, LLC owns shares of 254 different stocks, but just 83 companies or ETFs make up 80% of its holdings.Approximately 5.63% of the portfolio was purchased this quarter.About 25.93% of the portfolio was sold this quarter.This quarter, Wealthplan Partners, LLC has purchased 245 new stocks and bought additional shares in 70 stocks.Wealthplan Partners, LLC sold shares of 142 stocks and completely divested from 12 stocks this quarter.Largest Holdings Apple $40,733,177Berkshire Hathaway $34,805,785Main Sector Rotation ETF $18,590,544iShares Core Dividend Growth ETF $14,612,788NVIDIA $14,608,731 Largest New Holdings this Quarter 902494103 - Tyson Foods $2,919,956 Holding33740U653 - FIRST TR EXCHNG TRADED FD VI $2,422,433 Holding00888H604 - AllianzIM U.S. Large Cap Buffer10 Oct ETF $2,416,067 Holding69420N742 - PGIM ROCK ETF TR $2,414,389 Holding45782C375 - Innovator U.S. Equity Ultra Buffer ETF - March $2,405,912 Holding Largest Purchases this Quarter PGIM ETF TR 104,631 shares (about $5.38M)Tyson Foods 52,198 shares (about $2.92M)FIRST TR EXCHNG TRADED FD VI 65,480 shares (about $2.42M)AllianzIM U.S. Large Cap Buffer10 Oct ETF 60,191 shares (about $2.42M)PGIM ROCK ETF TR 85,769 shares (about $2.41M) Largest Sales this Quarter VanEck Morningstar Wide Moat ETF 120,776 shares (about $11.33M)FT Vest Laddered Buffer ETF 217,976 shares (about $6.93M)Simplify Hedged Equity ETF 216,291 shares (about $6.50M)Vanguard Total Stock Market ETF 18,237 shares (about $5.54M)Pacer US Cash Cows 100 ETF 85,068 shares (about $4.69M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealthplan Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$40,733,177$3,146,484 ▼-7.2%198,5346.6%Computer and TechnologyBRK.BBerkshire Hathaway$34,805,785$1,538,914 ▼-4.2%71,6515.6%FinanceSECTMain Sector Rotation ETF$18,590,544$412,820 ▲2.3%320,1403.0%ETFDGROiShares Core Dividend Growth ETF$14,612,788$3,218,804 ▼-18.1%228,5392.4%ETFNVDANVIDIA$14,608,731$983,332 ▲7.2%92,4662.4%Computer and TechnologyBUFRFT Vest Laddered Buffer ETF$13,384,835$6,931,633 ▼-34.1%420,9072.2%ETFAMZNAmazon.com$13,258,615$1,014,021 ▼-7.1%60,4342.1%Retail/WholesaleIVViShares Core S&P 500 ETF$12,760,316$338,396 ▼-2.6%20,5512.1%ETFCOWZPacer US Cash Cows 100 ETF$12,695,277$4,687,233 ▼-27.0%230,4052.0%ETFVTIVanguard Total Stock Market ETF$10,990,529$5,542,830 ▼-33.5%36,1611.8%ETFQQQInvesco QQQ$10,433,396$195,836 ▼-1.8%18,9131.7%FinanceMSFTMicrosoft$9,589,138$927,179 ▼-8.8%19,2781.5%Computer and TechnologyHEQTSimplify Hedged Equity ETF$9,572,662$6,499,541 ▼-40.4%318,5581.5%ETFPGIM ETF TR$9,197,663$5,383,264 ▲141.1%178,7691.5%AAA CLO ETFCOSTCostco Wholesale$8,879,287$1,588,769 ▼-15.2%8,9701.4%Retail/WholesaleCLOIVanEck CLO ETF$8,791,979$1,425,150 ▼-13.9%166,0431.4%ETFIVWiShares S&P 500 Growth ETF$7,281,272$86,979 ▲1.2%66,1331.2%ETFJ P MORGAN EXCHANGE TRADED F$7,075,631$3,596,046 ▼-33.7%113,0651.1%HEDGED EQUITY LAWMTWalmart$6,854,492$2,237,212 ▼-24.6%70,1011.1%Retail/WholesaleFTLSFirst Trust Long/Short Equity ETF$6,711,796$4,363,049 ▼-39.4%101,2651.1%ETFIGROiShares International Dividend Growth ETF$6,703,676$3,962,486 ▼-37.2%84,9751.1%ETFJPMJPMorgan Chase & Co.$6,434,472$884,794 ▼-12.1%22,1951.0%FinanceEA SERIES TRUST$5,819,834$105,484 ▲1.8%126,4560.9%STRIVE 1000 GRWTSPYGSPDR Portfolio S&P 500 Growth ETF$5,656,354$2,462,907 ▼-30.3%59,3400.9%ETFSCHDSchwab US Dividend Equity ETF$5,569,068$149,858 ▼-2.6%210,1530.9%ETFEA SERIES TRUST$5,499,034$192,069 ▲3.6%178,3970.9%STRIVE 1000 VALUAGOXAdaptive Alpha Opportunities ETF$5,422,501$3,727,822 ▼-40.7%183,3120.9%ETFCASYCasey's General Stores$5,291,374$2,189,516 ▼-29.3%10,3700.9%Retail/WholesaleGOOGAlphabet$5,285,254$1,528,191 ▼-22.4%29,7950.9%Computer and TechnologyJNJJohnson & Johnson$5,207,300$1,167,786 ▼-18.3%34,0900.8%MedicalAVEMAvantis Emerging Markets Equity ETF$5,064,352$3,707,808 ▼-42.3%73,8890.8%ETFIBMInternational Business Machines$4,759,773$1,790,479 ▼-27.3%16,1470.8%Computer and TechnologyUNPUnion Pacific$4,750,333$14,956 ▼-0.3%20,6460.8%TransportationMETAMeta Platforms$4,568,089$648,050 ▼-12.4%6,1890.7%Computer and TechnologyABBVAbbVie$4,249,366$1,631,216 ▼-27.7%22,8930.7%MedicalEMREmerson Electric$4,162,487$399,062 ▼-8.7%31,2190.7%IndustrialsMOATVanEck Morningstar Wide Moat ETF$4,080,347$11,327,617 ▼-73.5%43,5050.7%ETFCVXChevron$4,050,294$1,208,530 ▼-23.0%28,2860.7%EnergySCHZSchwab U.S. Aggregate Bond ETF$4,039,158$198,470 ▼-4.7%173,8020.7%ETFBROBrown & Brown$3,957,087$1,672,374 ▼-29.7%35,6910.6%FinanceBUYWMain BuyWrite ETF$3,762,643$509,581 ▲15.7%267,9950.6%ETFMSMMSC Industrial Direct$3,758,998$1,332,266 ▼-26.2%44,2130.6%IndustrialsFLBLFranklin Senior Loan ETF$3,650,673$1,924,207 ▼-34.5%150,6670.6%ETFPEPPepsiCo$3,563,378$1,189,157 ▼-25.0%26,9870.6%Consumer StaplesTXNTexas Instruments$3,532,406$1,286,814 ▼-26.7%17,0140.6%Computer and TechnologyORealty Income$3,487,494$1,624,148 ▼-31.8%60,5360.6%FinanceGGGGraco$3,364,928$1,392,016 ▼-29.3%39,1410.5%IndustrialsTSLATesla$3,355,284$472,020 ▼-12.3%10,5630.5%Auto/Tires/TrucksFLTRVanEck IG Floating Rate ETF$3,331,774$1,221,397 ▼-26.8%130,6580.5%ETFCFRCullen/Frost Bankers$3,323,100$1,260,189 ▼-27.5%25,8530.5%FinanceTDVProShares S&P Technology Dividend Aristocrats ETF$3,311,464$2,493,769 ▼-43.0%39,8010.5%ETFLECOLincoln Electric$3,210,379$1,139,856 ▼-26.2%15,4850.5%IndustrialsQUALiShares MSCI USA Quality Factor ETF$3,190,757$159,602 ▲5.3%17,4530.5%ETFVYMVanguard High Dividend Yield ETF$3,162,713$291,555 ▲10.2%23,7240.5%ETFVZVerizon Communications$3,155,812$1,157,040 ▼-26.8%72,9330.5%Computer and TechnologyVALUED ADVISERS TR$3,130,553$1,217,734 ▼-28.0%122,6710.5%REGAN FLTG RATESPLGSPDR Portfolio S&P 500 ETF$3,052,036$3,052,327 ▼-50.0%41,9870.5%ETFGPCGenuine Parts$3,018,405$1,000,797 ▼-24.9%24,8820.5%Retail/WholesaleUDECInnovator U.S. Equity Ultra Buffer ETF - December$2,978,678$1,738,188 ▼-36.9%81,7420.5%ETFIVEiShares S&P 500 Value ETF$2,956,314$369,148 ▲14.3%15,1280.5%ETFTSNTyson Foods$2,919,956$2,919,956 ▲New Holding52,1980.5%Consumer StaplesEFViShares MSCI EAFE Value ETF$2,875,517$931,759 ▲47.9%45,2980.5%ETFICOWPacer Developed Markets International Cash Cows 100 ETF$2,842,246$2,144,156 ▼-43.0%83,5220.5%ETFAMGNAmgen$2,834,937$1,073,328 ▼-27.5%10,1530.5%MedicalIUSBiShares Core Total USD Bond Market ETF$2,833,483$754,843 ▼-21.0%61,2910.5%ManufacturingRPMRPM International$2,794,548$1,529,521 ▼-35.4%25,4420.4%Basic MaterialsMAMastercard$2,780,633$1,274,550 ▼-31.4%4,9480.4%Business ServicesDYNFiShares U.S. Equity Factor Rotation Active ETF$2,768,692$67,912 ▲2.5%50,8390.4%ETFSEMIColumbia Select Technology ETF$2,765,698$1,585,468 ▼-36.4%99,6020.4%ETFNUENucor$2,752,975$734,101 ▼-21.1%21,2520.4%Basic MaterialsSTRVStrive 500 ETF$2,744,791$150,946 ▲5.8%68,5170.4%ETFEA SERIES TRUST$2,708,045$74,870 ▲2.8%89,2310.4%STRIVE SML CAPTCAFT. Rowe Price Capital Appreciation Equity ETF$2,655,371$53,131 ▲2.0%75,2660.4%ETFAPDAir Products and Chemicals$2,629,975$1,083,976 ▼-29.2%9,3240.4%Basic MaterialsHIGHSimplify Enhanced Income ETF$2,597,617$1,294,932 ▼-33.3%107,2060.4%ETFRSPInvesco S&P 500 Equal Weight ETF$2,461,802$190,096 ▲8.4%13,5460.4%ETFBXBlackstone$2,460,720$532,500 ▼-17.8%16,4510.4%FinanceGOOGLAlphabet$2,430,366$426,473 ▲21.3%13,7910.4%Computer and TechnologyFIRST TR EXCHNG TRADED FD VI$2,422,433$2,422,433 ▲New Holding65,4800.4%FT VEST US EQTOCTTAllianzIM U.S. Large Cap Buffer10 Oct ETF$2,416,067$2,416,067 ▲New Holding60,1910.4%ETFPGIM ROCK ETF TR$2,414,389$2,414,389 ▲New Holding85,7690.4%S&P 500 BUFFERUMARInnovator U.S. Equity Ultra Buffer ETF - March$2,405,912$2,405,912 ▲New Holding63,9700.4%ETFLMTLockheed Martin$2,388,696$784,037 ▼-24.7%5,1580.4%AerospacePNCThe PNC Financial Services Group$2,349,527$4,847 ▼-0.2%12,6030.4%FinanceEA SERIES TRUST$2,320,249$5,164 ▲0.2%115,0240.4%STRIVE TOTAL RETIEMGiShares Core MSCI Emerging Markets ETF$2,316,165$1,025,685 ▲79.5%38,5830.4%ETFXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$2,282,843$1,217,793 ▲114.3%49,4550.4%ETFXLVHealth Care Select Sector SPDR Fund$2,206,120$47,446 ▲2.2%16,3670.4%ETFNKENIKE$2,198,976$704,718 ▼-24.3%30,9540.4%Consumer DiscretionaryDOVDover$2,193,675$838,111 ▼-27.6%11,9720.4%IndustrialsXLFFinancial Select Sector SPDR Fund$2,160,832$18,068 ▼-0.8%41,2610.3%ETFBKEBuckle$2,114,214$8,889 ▼-0.4%46,6200.3%Retail/WholesalePALANTIR TECHNOLOGIES INC$2,103,418$39,260 ▼-1.8%15,4300.3%CL AMCKMcKesson$2,035,772$207,388 ▲11.3%2,7780.3%MedicalAVGOBroadcom$2,020,242$420,643 ▲26.3%7,3290.3%Computer and TechnologyBSEPInnovator U.S. Equity Buffer ETF - September$1,703,195$38,209 ▼-2.2%37,7110.3%ETFTMOThermo Fisher Scientific$1,619,034$62,037 ▼-3.7%3,9930.3%MedicalMBBiShares MBS ETF$1,608,242$8,732 ▲0.5%17,1290.3%ETFADBEAdobe$1,598,588$372,952 ▼-18.9%4,1320.3%Computer and TechnologyBRK.ABerkshire Hathaway$1,457,6000.0%20.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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