WealthPLAN Partners, LLC
- SEC CIK
- 0001639943
- Latest filing
- Jul 28, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 11, 2021. Long positions only.
- Positions
- 330
- No 13F data for Q4 2020
- Portfolio value
- $1.29B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TGTTarget Corp | Stock | 62,777 | $13.3M | 1.0% | – | – | History |
| JNJJohnson & Johnson | Stock | 79,613 | $13.4M | 1.0% | – | – | History |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 447,907 | $13.4M | 1.0% | – | – | – |
| ORealty Income Corp | REIT | 201,148 | $13.9M | 1.1% | – | – | History |
| ABTAbbott Laboratories | Stock | 119,436 | $14.0M | 1.1% | – | – | History |
| Schwab International Equity ETF808524805 | ETF | 363,802 | $14.1M | 1.1% | – | – | – |
| SWKStanley Black & Decker, Inc. | COM | 67,512 | $14.2M | 1.1% | – | – | History |
| MCDMcDonalds Corp | Stock | 61,341 | $14.3M | 1.1% | – | – | History |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 472,238 | $14.9M | 1.2% | – | – | – |
| MSMMSC Industrial Direct Co Inc | CL A | 160,871 | $14.9M | 1.2% | – | – | History |
| MDTMedtronic plc | Stock | 116,504 | $15.0M | 1.2% | – | – | History |
| CFRCullen/Frost Bankers, Inc. | COM | 127,977 | $15.9M | 1.2% | – | – | History |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 484,970 | $16.3M | 1.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 1,092,781 | $16.5M | 1.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 4,987 | $16.5M | 1.3% | – | – | History |
| LOWLowes Companies Inc | Stock | 84,313 | $16.9M | 1.3% | – | – | History |
| GOOGAlphabet Inc. | Stock | 7,516 | $17.7M | 1.4% | – | – | History |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 461,942 | $21.7M | 1.7% | – | – | – |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 756,232 | $22.3M | 1.7% | – | – | – |
| Lattice Strategies Tr518416102 | HARTFORD MLT ETF | 806,518 | $24.6M | 1.9% | – | – | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 865,066 | $25.2M | 2.0% | – | – | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 957,927 | $26.7M | 2.1% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 589,081 | $29.6M | 2.3% | – | – | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 421,226 | $30.4M | 2.4% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 278,189 | $30.7M | 2.4% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 810,356 | $33.0M | 2.6% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 119,829 | $33.6M | 2.6% | – | – | History |
| Kraneshares Tr500767736 | QUADRTC INT RT | 1,236,141 | $35.4M | 2.7% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 190,338 | $41.1M | 3.2% | – | – | – |
| AAPLApple Inc. | Stock | 595,222 | $76.1M | 5.9% | – | – | History |
Options (3)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.