WealthPLAN Partners LLC Top Holdings 13F Filings - Holdings …
99 rows · As of 06/30/2024, below is a summary of the WealthPLAN Partners LLC top holdings by largest position size, as per the latest 13f filing made by WealthPLAN Partners LLC. In the WealthPLAN Partners LLC-top-holdings-table below, each of the top holdings by name is …
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WealthPLAN Partners, LLC 13F Filings
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WealthPLAN Partners, LLC reported 319 holdings with total value $973 M as of Q4 2023. ... WealthPLAN Partners, LLC 13F Portfolio Filings Most recent 13F Q4 2023. Location Omaha, …
13f.info
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WealthPLAN Partners, LLC Q1 2024 13F Top Portfolio Holdings
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WealthPLAN Partners, LLC reported 302 holdings with total value $966 M as of Q1 2024. Top holdings included AAPL, BRK-B, VTI, DGRO, and SCHF. WealthPLAN Partners, LLC Q1 …
13f.info
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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
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WealthPLAN Partners, Current Portfolio, 13F Holdings (2024
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Past Performances and the history of Asset Under Management WealthPLAN Partners, LLC. Current Holdings: 294Stocks(26 new) Top holdings: AAPL(7.17%) BRK.B(4.14%) VTI(3.99%) …
gurufocus.com
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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 …
whalewisdom.com
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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 …
marketbeat.com
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WealthPLAN Partners LLC Sells 4,667 Shares Of Johnson
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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
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WealthPLAN Partners LLC Trims Position In JPMorgan Chase
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16 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
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WealthPLAN Partners, LLC Q3 2024 13F Top Portfolio Holdings
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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 ...
13f.info
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Amgen Inc. (NASDAQ:AMGN) Stock Holdings Boosted By …
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5 days ago · WealthPlan Investment Management LLC raised its position in shares of Amgen Inc. (NASDAQ:AMGN - Free Report) by 17.0% in the third quarter, according to its most recent …
marketbeat.com
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Jana Partners' Strategic Emphasis On Lamb Weston Holdings In Q3 …
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3 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 …
yahoo.com
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WealthPLAN Partners, LLC Q4 2022 13F Top Portfolio Holdings
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WealthPLAN Partners, LLC reported 395 holdings with total value $1.43 B as of Q4 2022. Top holdings included AAPL, BRK-B, VTI, COWZ, and BUFR. WealthPLAN Partners, LLC Q4 …
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WealthPLAN Partners LLC Reduces Stake In JPMorgan ... - ETF …
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6 hours ago · WealthPLAN Partners LLC cut its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 12.6% during the third quarter, according to the company in its most recent …
etfdailynews.com
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WealthPLAN Partners LLC Reduces Holdings In International …
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5 days ago · November 12, 2024. WealthPLAN Partners LLC reduced its position in International Business Machines Co. (NYSE:IBM - Free Report) by 19.0% in the 3rd quarter, according to …
marketbeat.com
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Passaic Partners 13F Annual Report (2024) - Wallmine
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As of 7th August 2024, Passaic Partners’s top holding is 560,543 shares of Spdr S&p 500 Etf Tr currently worth over $305 billion and making up 44.9% of the portfolio value. In addition, the …
wallmine.com
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Passaic Partners LLC Q1 2024 13F Top Portfolio Holdings
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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. Passaic Partners LLC ... 11 Date …
13f.info
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