WealthPLAN Partners, LLC
- SEC CIK
- 0001639943
- Latest filing
- Jul 28, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 16, 2023. Long positions only.
- Positions
- 395
- No filing for Q3 2022
- Portfolio value
- $1.43B
- No filing for Q3 2022
WealthPLAN Partners, LLC did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BXBlackstone Inc. | COM | 29,052 | $2.81M | 0.2% | – | – | History |
| ROPRoper Technologies Inc | Stock | 6,554 | $2.80M | 0.2% | – | – | History |
| Schwab US Aggregate Bond ETF808524839 | ETF | 58,519 | $2.71M | 0.2% | – | – | – |
| ADBEAdobe Inc. | Stock | 7,130 | $2.69M | 0.2% | – | – | History |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 61,234 | $2.59M | 0.2% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 4,455 | $2.55M | 0.2% | – | – | History |
| MDTMedtronic plc | Stock | 30,370 | $2.53M | 0.2% | – | – | History |
| BKEBuckle Inc | COM | 56,720 | $2.46M | 0.2% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 15,902 | $2.42M | 0.2% | – | – | – |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 136,550 | $2.38M | 0.2% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,632 | $2.32M | 0.2% | – | – | History |
| WisdomTree Tr97717W802 | ITL HIGH DIV FD | 58,993 | $2.29M | 0.2% | – | – | – |
| Innovator ETFs Trust45783Y848 | US EQTY ACCELRT9 | 93,597 | $2.28M | 0.2% | – | – | – |
| MCDMcDonalds Corp | Stock | 8,157 | $2.17M | 0.2% | – | – | History |
| Simplify US Eq Plus GBTC ETF82889N848 | ETP | 96,139 | $2.16M | 0.2% | – | – | – |
| FMCFMC Corp | COM NEW | 16,508 | $2.12M | 0.1% | – | – | History |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 42,043 | $2.08M | 0.1% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 22,453 | $2.06M | 0.1% | – | – | – |
| PNCPNC Financial Services Group, Inc. | Stock | 12,596 | $2.03M | 0.1% | – | – | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 8,954 | $2.02M | 0.1% | – | – | – |
| ETF Ser Solutions26922B873 | DEFIANCE HTL AIR | 101,396 | $1.99M | 0.1% | – | – | – |
| BABoeing Co | Stock | 8,817 | $1.93M | 0.1% | – | – | History |
| CATCaterpillar Inc | Stock | 7,830 | $1.91M | 0.1% | – | – | History |
| AMNAmn Healthcare Services Inc | COM | 20,250 | $1.90M | 0.1% | – | – | History |
| ADSKAutodesk, Inc. | COM | 8,346 | $1.90M | 0.1% | – | – | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 18,120 | $1.88M | 0.1% | – | – | – |
| Lattice Strategies Tr518416102 | HARTFORD MLT ETF | 71,353 | $1.88M | 0.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 8,169 | $1.88M | 0.1% | – | – | History |
| GLDSPDR Gold Trust | ETF | 10,812 | $1.87M | 0.1% | – | – | History |
| FSCOFS Credit Opportunities Corp. | COMMON STOCK | 384,565 | $1.86M | 0.1% | – | – | History |
| MOAltria Group, Inc. | Stock | 38,402 | $1.82M | 0.1% | – | – | History |
| SWKStanley Black & Decker, Inc. | COM | 20,263 | $1.81M | 0.1% | – | – | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 39,096 | $1.78M | 0.1% | – | – | – |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 46,278 | $1.76M | 0.1% | – | – | – |
| WFCWells Fargo & Company | Stock | 35,767 | $1.73M | 0.1% | – | – | History |
| iShares Tr464288877 | EAFE VALUE ETF | 33,813 | $1.68M | 0.1% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 32,162 | $1.57M | 0.1% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 11,732 | $1.56M | 0.1% | – | – | – |
| DALDelta Air Lines, Inc. | COM NEW | 39,155 | $1.53M | 0.1% | – | – | History |
| LNGCheniere Energy, Inc. | COM NEW | 10,168 | $1.51M | 0.1% | – | – | History |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 51,856 | $1.51M | 0.1% | – | – | – |
| ZLABZai Lab Ltd | ADR | 39,393 | $1.50M | 0.1% | – | – | History |
| DEDeere & Co | Stock | 3,526 | $1.44M | 0.1% | – | – | History |
| First Tr Exchange-Traded FD33734H106 | SHS | 35,317 | $1.43M | 0.1% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 22,614 | $1.43M | 0.1% | – | – | – |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 44,107 | $1.42M | 0.1% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 15,467 | $1.42M | 0.1% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 27,659 | $1.41M | 0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 9,714 | $1.41M | 0.1% | – | – | History |
| First Tr Exch TRD Alphdx FD33737J182 | EMERG MKT ALPH | 65,219 | $1.39M | 0.1% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 6,116 | $1.37M | 0.1% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,131 | $1.37M | 0.1% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 9,151 | $1.36M | 0.1% | – | – | – |
| BRSPBrightSpire Capital, Inc. | COM CL A | 181,638 | $1.35M | 0.1% | – | – | History |
| AMGNAmgen Inc | Stock | 5,562 | $1.34M | 0.1% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 12,225 | $1.33M | 0.1% | – | – | History |
| WERNWerner Enterprises Inc | COM | 28,122 | $1.33M | 0.1% | – | – | History |
| iShares Tr464288588 | MBS ETF | 13,912 | $1.31M | 0.1% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 14,812 | $1.30M | 0.1% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 24,851 | $1.30M | 0.1% | – | – | – |
| LLYEli Lilly & Co | Stock | 3,692 | $1.28M | 0.1% | – | – | History |
| GDVGabelli Dividend & Income Trust | COM | 57,219 | $1.27M | 0.1% | – | – | History |
| HDHome Depot, Inc. | Stock | 3,912 | $1.25M | 0.1% | – | – | History |
| ARCCAres Capital Corp | CEF | 63,054 | $1.24M | 0.1% | – | – | History |
| BXCBlueLinx Holdings Inc. | COM NEW | 13,158 | $1.17M | 0.1% | – | – | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 7,609 | $1.16M | 0.1% | – | – | – |
| NFLXNetflix Inc | Stock | 3,151 | $1.13M | 0.1% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,723 | $1.11M | 0.1% | – | – | – |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 9,695 | $1.08M | 0.1% | – | – | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 37,686 | $1.08M | 0.1% | – | – | – |
| ANAutonation, Inc. | COM | 7,600 | $1.06M | 0.1% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 4,435 | $1.04M | 0.1% | – | – | History |
| SBUXStarbucks Corp | Stock | 9,642 | $1.04M | 0.1% | – | – | History |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 21,717 | $1.02M | 0.1% | – | – | – |
| Innovator ETFs Trust45782C326 | US EQTY BUFR MAY | 33,129 | $1.01M | 0.1% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 10,850 | $1.00M | 0.1% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 10,725 | $996.5K | 0.1% | – | – | – |
| MAINMain Street Capital CORP | CEF | 24,329 | $965.1K | 0.1% | – | – | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 12,937 | $940.8K | 0.1% | – | – | – |
| Aim ETF Products Trust00888H794 | ALLIANZIM US EQT | 36,640 | $934.9K | 0.1% | – | – | – |
| BACBank of America Corp | Stock | 25,941 | $924.0K | 0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 73,316 | $915.0K | 0.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 6,498 | $905.0K | 0.1% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,589 | $898.7K | 0.1% | – | – | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 11,534 | $865.1K | 0.1% | – | – | – |
| CINFCincinnati Financial Corp | COM | 6,750 | $849.1K | 0.1% | – | – | History |
| iShares Select Dividend ETF464287168 | ETF | 6,699 | $838.3K | 0.1% | – | – | – |
| TAT&T Inc. | Stock | 43,164 | $826.6K | 0.1% | – | – | History |
| AEPAmerican Electric Power Co Inc | Stock | 9,017 | $815.8K | 0.1% | – | – | History |
| DUKDuke Energy CORP | Stock | 8,201 | $815.8K | 0.1% | – | – | History |
| TFCTruist Financial Corp | COM | 16,677 | $814.1K | 0.1% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,400 | $813.4K | 0.1% | – | – | – |
| USBUS Bancorp DE | COM NEW | 16,458 | $808.6K | 0.1% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 8,171 | $803.8K | 0.1% | – | – | – |
| BPBP PLC | ADR | 19,525 | $800.9K | 0.1% | – | – | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 17,652 | $795.6K | 0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 9,155 | $787.8K | 0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,593 | $785.3K | 0.1% | – | – | History |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 27,159 | $775.9K | 0.1% | – | – | – |
| WisdomTree Tr97717W844 | GLOB EX US QU FD | 21,935 | $774.3K | 0.1% | – | – | – |