Wealthplan Partners, LLC Top Holdings and 13F Report (2025) About Wealthplan Partners, LLCInvestment ActivityWealthplan Partners, LLC has $704.95 million in total holdings as of December 31, 2024.Wealthplan Partners, LLC owns shares of 240 different stocks, but just 74 companies or ETFs make up 80% of its holdings.Approximately 6.46% of the portfolio was purchased this quarter.About 10.80% of the portfolio was sold this quarter.This quarter, Wealthplan Partners, LLC has purchased 255 new stocks and bought additional shares in 68 stocks.Wealthplan Partners, LLC sold shares of 140 stocks and completely divested from 34 stocks this quarter.Largest Holdings Apple $53,764,014Berkshire Hathaway $34,096,968Pacer US Cash Cows 100 ETF $17,514,833FT Vest Laddered Buffer ETF $17,025,920iShares Core Dividend Growth ETF $16,776,923 Largest New Holdings this Quarter FT Vest U.S. Equity Buffer ETF - November $4,795,007 HoldingInnovator U.S. Equity Buffer ETF - November $3,862,872 HoldingAllianzIM U.S. Large Cap Buffer10 Oct ETF $3,845,650 HoldingFT Vest U.S. Equity Buffer ETF - October $3,834,824 HoldingAllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF $2,902,246 Holding Largest Purchases this Quarter FT Vest U.S. Equity Buffer ETF - November 100,272 shares (about $4.80M)Schwab US Dividend Equity ETF 148,915 shares (about $4.07M)Innovator U.S. Equity Buffer ETF - November 98,367 shares (about $3.86M)AllianzIM U.S. Large Cap Buffer10 Oct ETF 100,628 shares (about $3.85M)FT Vest U.S. Equity Buffer ETF - October 89,956 shares (about $3.83M) Largest Sales this Quarter Apple 19,657 shares (about $4.92M)Innovator U.S. Equity Buffer ETF - September 89,503 shares (about $3.84M)iShares Core Dividend Growth ETF 35,272 shares (about $2.16M)Berkshire Hathaway 3,552 shares (about $1.61M)Vanguard Total Stock Market ETF 4,243 shares (about $1.23M) 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$53,764,014$4,922,514 ▼-8.4%214,6957.6%Computer and TechnologyBRK.BBerkshire Hathaway$34,096,968$1,610,045 ▼-4.5%75,2234.8%FinanceCOWZPacer US Cash Cows 100 ETF$17,514,833$754,572 ▼-4.1%310,1072.5%ETFBUFRFT Vest Laddered Buffer ETF$17,025,920$754,802 ▼-4.2%558,7772.4%ETFDGROiShares Core Dividend Growth ETF$16,776,923$2,163,585 ▼-11.4%273,5072.4%ETFSECTMain Sector Rotation ETF$16,769,841$1,067,543 ▲6.8%305,1282.4%ETFHEQTSimplify Hedged Equity ETF$15,754,509$882,042 ▼-5.3%534,4132.2%ETFVTIVanguard Total Stock Market ETF$15,377,626$1,229,665 ▼-7.4%53,0612.2%ETFMOATVanEck Morningstar Wide Moat ETF$15,127,432$569,702 ▼-3.6%163,1432.1%ETFAMZNAmazon.com$14,113,358$934,163 ▼-6.2%64,3302.0%Retail/WholesaleIVViShares Core S&P 500 ETF$12,296,075$32,965 ▲0.3%20,8881.7%ETFFTLSFirst Trust Long/Short Equity ETF$10,941,707$824,726 ▼-7.0%166,2631.6%ETFJ P MORGAN EXCHANGE TRADED F$9,965,411$442,407 ▼-4.3%160,6291.4%HEDGED EQUITY LACOSTCostco Wholesale$9,897,344$812,715 ▼-7.6%10,8021.4%Retail/WholesaleNVDANVIDIA$9,701,997$621,491 ▼-6.0%72,2471.4%Computer and TechnologyQQQInvesco QQQ$9,432,010$19,938 ▼-0.2%18,4501.3%FinanceCLOIVanEck CLO ETF$8,733,518$736,192 ▲9.2%165,5021.2%ETFIGROiShares International Dividend Growth ETF$8,670,737$485,710 ▼-5.3%127,5861.2%ETFMSFTMicrosoft$8,664,187$307,689 ▲3.7%20,5561.2%Computer and TechnologyWMTWalmart$8,502,503$40,748 ▼-0.5%94,1061.2%Retail/WholesaleAGOXAdaptive Growth Opportunities ETF$8,103,734$772,505 ▼-8.7%298,3941.1%ETFGOOGAlphabet$7,246,974$1,153,109 ▼-13.7%38,0541.0%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$7,150,483$493,838 ▼-6.5%121,6271.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$6,815,647$206,918 ▼-2.9%77,5381.0%ETFSPLGSPDR Portfolio S&P 500 ETF$6,281,261$420,672 ▼-6.3%91,1120.9%ETFJPMJPMorgan Chase & Co.$6,107,161$442,030 ▼-6.7%25,4770.9%FinanceIVWiShares S&P 500 Growth ETF$6,103,416$815,291 ▼-11.8%60,1140.9%ETFJNJJohnson & Johnson$6,100,907$427,360 ▼-6.5%42,1850.9%MedicalSCHDSchwab US Dividend Equity ETF$5,943,596$4,068,353 ▲217.0%217,5550.8%ETFCASYCasey's General Stores$5,923,808$173,950 ▼-2.9%14,9500.8%Retail/WholesaleABBVAbbVie$5,800,369$316,665 ▼-5.2%32,6410.8%MedicalFLBLFranklin Senior Loan ETF$5,489,074$370,890 ▼-6.3%226,2140.8%ETFPEPPepsiCo$5,364,284$317,961 ▼-5.6%35,2770.8%Consumer StaplesBROBrown & Brown$5,237,380$32,340 ▼-0.6%51,3370.7%FinanceCVXChevron$5,218,544$163,089 ▼-3.0%36,0300.7%Oils/EnergyEA SERIES TRUST$5,153,381$316,301 ▲6.5%118,6920.7%STRIVE 1000 GRWTTDVProShares S&P Technology Dividend Aristocrats ETF$5,097,411$180,787 ▼-3.4%67,5570.7%ETFEA SERIES TRUST$4,909,802$234,161 ▲5.0%166,3990.7%STRIVE 1000 VALUIBMInternational Business Machines$4,904,664$300,510 ▼-5.8%22,3110.7%Computer and TechnologyHRLHormel Foods$4,900,543$196,000 ▼-3.8%156,2170.7%Consumer StaplesCFRCullen/Frost Bankers$4,829,965$412,018 ▼-7.9%35,9770.7%FinanceRPMRPM International$4,821,848$178,806 ▼-3.6%39,1830.7%ConstructionFNOVFT Vest U.S. Equity Buffer ETF - November$4,795,007$4,795,007 ▲New Holding100,2720.7%ETFGGGGraco$4,770,800$176,250 ▼-3.6%56,6000.7%Industrial ProductsUNPUnion Pacific$4,725,551$39,680 ▼-0.8%20,7220.7%TransportationFLTRVanEck Floating Rate ETF$4,526,802$180,847 ▲4.2%177,8710.6%ETFORealty Income$4,427,206$553,648 ▼-11.1%82,8910.6%FinanceTSLATesla$4,380,654$146,183 ▲3.5%10,8480.6%Auto/Tires/TrucksMSMMSC Industrial Direct$4,312,941$281,803 ▼-6.1%57,7450.6%Industrial ProductsTXNTexas Instruments$4,291,246$61,504 ▼-1.4%22,8850.6%Computer and TechnologyMETAMeta Platforms$4,260,075$618,870 ▼-12.7%7,2760.6%Computer and TechnologyVALUED ADVISERS TR$4,217,689$213,817 ▼-4.8%166,0510.6%REGAN FLTG RATEEMREmerson Electric$4,203,243$102,119 ▲2.5%33,9160.6%Industrial ProductsSEMIColumbia Seligman Semiconductor and Technology ETF$4,049,014$334,458 ▼-7.6%157,6710.6%ETFICOWPacer Developed Markets International Cash Cows 100 ETF$4,018,147$263,877 ▼-6.2%137,6550.6%ETFLECOLincoln Electric$3,998,173$169,473 ▼-4.1%21,3270.6%Industrial ProductsVZVerizon Communications$3,928,699$184,554 ▼-4.5%98,2420.6%Computer and TechnologyMAMastercard$3,928,494$632,898 ▼-13.9%7,4610.6%Business ServicesSCHZSchwab U.S. Aggregate Bond ETF$3,919,677$1,977,919 ▲101.9%172,6730.6%ETFBNOVInnovator U.S. Equity Buffer ETF - November$3,862,872$3,862,872 ▲New Holding98,3670.5%ETFOCTTAllianzIM U.S. Large Cap Buffer10 Oct ETF$3,845,650$3,845,650 ▲New Holding100,6280.5%ETFFOCTFT Vest U.S. Equity Buffer ETF - October$3,834,824$3,834,824 ▲New Holding89,9560.5%ETFAPDAir Products and Chemicals$3,783,441$256,677 ▼-6.4%13,0450.5%Basic MaterialsGPCGenuine Parts$3,743,835$27,906 ▲0.8%32,0640.5%Retail/WholesaleHIGHSimplify Enhanced Income ETF$3,598,346$258,123 ▼-6.7%156,3140.5%ETFIUSBiShares Core Total USD Bond Market ETF$3,431,494$599,623 ▼-14.9%75,9180.5%ManufacturingAMGNAmgen$3,431,200$199,919 ▼-5.5%13,1640.5%MedicalLMTLockheed Martin$3,401,123$553,490 ▼-14.0%6,9990.5%AerospaceMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$3,113,155$80,072 ▲2.6%69,0890.4%ETFDOVDover$3,055,494$47,088 ▲1.6%16,2870.4%Industrial ProductsBXBlackstone$3,043,833$473,972 ▼-13.5%17,6540.4%FinanceNUENucor$3,019,674$48,435 ▼-1.6%25,8730.4%Basic MaterialsSIXOAllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF$2,902,246$2,902,246 ▲New Holding89,5730.4%ETFNKENIKE$2,813,562$62,882 ▼-2.2%37,1820.4%Consumer DiscretionaryQUALiShares MSCI USA Quality Factor ETF$2,602,461$42,205 ▼-1.6%14,6140.4%ETFNOBLProShares S&P 500 Aristocrats ETF$2,588,964$1,594,572 ▲160.4%26,0070.4%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$2,485,471$148,061 ▼-5.6%48,4970.4%ETFBUYWMain BuyWrite ETF$2,468,924$1,808,615 ▲273.9%177,1110.4%ETFEA SERIES TRUST$2,438,091$336,997 ▲16.0%77,9690.3%STRIVE SML CAPPNCThe PNC Financial Services Group$2,422,905$8,872 ▲0.4%12,5630.3%FinanceBKEBuckle$2,378,636$51 ▲0.0%46,8140.3%Retail/WholesaleTCAFT. Rowe Price Capital Appreciation Equity ETF$2,277,225$213,759 ▲10.4%68,4470.3%ETFXLVHealth Care Select Sector SPDR Fund$2,189,990$19,397 ▲0.9%15,9190.3%ETFSTZConstellation Brands$2,154,475$629,834 ▼-22.6%9,7490.3%Consumer StaplesSTRVStrive 500 ETF$2,151,689$285,919 ▲15.3%56,9230.3%ETFGOOGLAlphabet$2,123,381$82,535 ▼-3.7%11,2170.3%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$2,094,730$435,736 ▼-17.2%21,6330.3%ETFDHRDanaher$2,064,236$497,179 ▼-19.4%8,9930.3%Multi-Sector ConglomeratesNOWServiceNow$2,047,092$218,385 ▼-9.6%1,9310.3%Computer and TechnologyEFViShares MSCI EAFE Value ETF$2,033,422$126,558 ▲6.6%38,7540.3%ETFADBEAdobe$2,011,732$211,223 ▼-9.5%4,5240.3%Computer and TechnologyALBAlbemarle$1,981,278$51,819 ▼-2.5%23,0170.3%Basic MaterialsSPYSPDR S&P 500 ETF Trust$1,981,038$30,478 ▼-1.5%3,3800.3%FinanceIVEiShares S&P 500 Value ETF$1,933,805$24,814 ▼-1.3%10,1310.3%ETFCHENIERE ENERGY INC$1,913,389$438,543 ▼-18.6%8,9050.3%COM NEWSPGIS&P Global$1,897,471$473,621 ▼-20.0%3,8100.3%Business ServicesBSEPInnovator U.S. Equity Buffer ETF - September$1,729,368$3,839,832 ▼-68.9%40,3100.2%ETFMBBiShares MBS ETF$1,722,942$85,812 ▲5.2%18,7930.2%ETFINNOVATOR ETFS TRUST$1,721,161$1,721,161 ▲New Holding67,5890.2%EQUITY DEFINED PRSPInvesco S&P 500 Equal Weight ETF$1,704,940$76,048 ▲4.7%9,7300.2%ETFShowing 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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