WealthPLAN Partners, LLC Q3 2024 13F Top Portfolio Holdings

WealthPLAN Partners, LLC Q3 2024 13F Top Portfolio Holdings

1 week from now

WealthPLAN Partners, LLC reported 255 holdings with total value $745 M as of Q3 2024. Top holdings included AAPL, BRK-B, DGRO, COWZ, and BUFR. WealthPLAN Partners, LLC ...

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Wealthplan Partners 13F Annual Report (2024) - Wallmine

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Wealthplan Partners 13F annual report Wealthplan Partners is an investment fund managing more than $951 billion ran by Kevin Zemann. There are currently 189 companies in Mr. …

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WealthPLAN Partners, Current Portfolio, 13F Holdings (2024-08-09)

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Past Performances and the history of Asset Under Management WealthPLAN Partners, LLC. ... (26 new) Top holdings: AAPL(7.17%) BRK.B(4.14%) VTI(3.99%) DGRO(2.97%) …

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WealthPLAN Partners LLC Boosts Position In Broadcom Inc

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2 days ago  · November 15, 2024. WealthPLAN Partners LLC boosted its position in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 271.7% during the 3rd quarter, according to its most …

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WealthPLAN Partners LLC Sells 4,667 Shares Of Johnson

1 week from now

4 days ago  · November 13, 2024. WealthPLAN Partners LLC decreased its position in Johnson & Johnson (NYSE:JNJ - Free Report) by 9.4% in the 3rd quarter, according to its most recent …

marketbeat.com

WealthPLAN Partners LLC Trims Position In JPMorgan Chase

1 week from now

14 hours ago  · WealthPLAN Partners LLC decreased its position in JPMorgan Chase & Co. (NYSE:JPM) by 12.6% during the third quarter, according to the company in its most recent …

marketbeat.com

Wealth Plan Partners, LLC Portfolio Holdings

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Wealth Plan Partners, LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $931 Billion distributed in 403 stocks. ... Latest 13F Filings …

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WEALTHPLAN INVESTMENT MANAGEMENT, LLC Top 13F …

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Wealthplan Investment Management is a large advisory firm with 803 clients and discretionary assets under management (AUM) of $964,938,958 (Form ADV from 2024-10-15). Their last …

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WealthPLAN Partners, LLC Q2 2024 13F Top Portfolio Holdings

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May 7, 2024  · WealthPLAN Partners, LLC reported 297 holdings with total value $931 M as of Q2 2024. Top holdings included AAPL, BRK-B, VTI, DGRO, and SCHF. WealthPLAN Partners, …

13f.info

WealthPLAN Partners LLC Reduces Holdings In International …

1 week from now

5 days ago  · Written by MarketBeat. November 12, 2024. WealthPLAN Partners LLC reduced its position in International Business Machines Co. (NYSE:IBM - Free Report) by 19.0% in the 3rd …

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Jana Partners' Strategic Emphasis On Lamb Weston Holdings In Q3 …

1 week from now

2 days ago  · Portfolio Overview and Sector Focus. As of the third quarter of 2024, Jana Partners (Trades, Portfolio)' portfolio is composed of 12 stocks. The top holdings include 15.73% in …

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Passaic Partners LLC Q1 2024 13F Top Portfolio Holdings

1 week from now

Jan 18, 2024  · Passaic Partners LLC reported 11 holdings with total value $694 M as of Q1 2024. Top holdings included SPY, IEFA, IEMG, AGG, and IVV. ... Location Newark, NJ Holdings as …

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