WealthPLAN Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 5, 2024
Value $
$745M
Signature - Title
David Peterson - Compliance Officer
Location
Omaha, NE
Summary
This page shows a list of all the recent 13F filings made by WealthPLAN Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WealthPLAN Partners, LLC reported 255 stock holdings with total value $745M as of Q3 2024. Top holdings included AAPL, BRKB, DGRO, COWZ, and BUFR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 255 $745M +$60.4M -$298M -$237M AAPL, BRKB, DGRO, COWZ, BUFR 13F-HR 11/5/2024, 07:35 AM
Q2 2024 297 $931M +$88.9M -$127M -$38.5M AAPL, BRKB, VTI, DGRO, SCHF 13F-HR 8/9/2024, 04:29 PM
Q1 2024 302 $966M +$103M -$149M -$46.5M AAPL, BRKB, VTI, DGRO, SCHF 13F-HR 5/7/2024, 12:23 PM
Q4 2023 319 $973M +$89.8M -$49.9M +$40M AAPL, BRKB, VTI, COWZ, SCHF 13F-HR 1/5/2024, 04:20 PM
Q3 2023 316 $861M +$235M -$54.7M +$181M AAPL, BRKB, VTI, COWZ, SCHF 13F-HR 11/1/2023, 08:06 PM
Q2 2023 1,258 $707M +$24.9M -$238M -$213M AAPL, BRKB, VTI, COWZ, SCHF 13F-HR 7/31/2023, 10:59 AM
Q1 2023 1,323 $879M +$43.3M -$536M -$492M AAPL, BRKB, VTI, COWZ, DGRO 13F-HR 5/10/2023, 01:26 PM
Q4 2022 395 $1.36B $0 $0 AAPL, BRKB, VTI, COWZ, BUFR 13F-HR 2/16/2023, 04:03 PM
Q1 2022 388 $1.41B +$196M -$183M +$13.4M AAPL, VTI, BRKB, BUFR, DGRO 13F-HR 5/3/2022, 05:02 PM
Q4 2021 385 $1.49B +$93.9M -$49.5M +$44.4M AAPL, VTI, BRKB, DGRO, IVOL 13F-HR 2/1/2022, 05:27 PM
Q3 2021 376 $1.32B +$188M -$151M +$37.1M VTI, DGRO, IVOL, BRKB, XSOE 13F-HR 12/9/2021, 04:22 PM
Q2 2021 356 $1.4B +$135M -$55.8M +$79.6M AAPL, VTI, IVOL, BRKB, XSOE 13F-HR 8/19/2021, 12:19 PM
Q1 2021 332 $1.29B +$93M -$51.1M +$41.9M AAPL, VTI, IVOL, BRKB, XSOE 13F-HR 5/11/2021, 02:03 PM
Q4 2020 335 $1.16B +$140M -$71.4M +$68.3M AAPL, VTI, BOND, XSOE, BRKB 13F-HR 2/9/2021, 12:10 PM
Q3 2020 314 $974M +$110M -$100M +$9.16M AAPL, BOND, VTI, BRKB, XSOE 13F-HR 12/18/2020, 03:53 PM
Q2 2020 310 $868M +$129M -$65.2M +$64.3M BRKB, BOND, FTLS, DGRO, XSOE 13F-HR 8/19/2020, 09:38 AM
Q1 2020 266 $668M +$176M -$127M +$49M BRKB, BOND, FTLS, DGRO, XSOE 13F-HR 5/15/2020, 12:45 PM
Q4 2019 249 $838M +$109M -$39.6M +$69.5M BRKB, AAPL, USMV, SPHD, DGRO 13F-HR 2/14/2020, 02:48 PM
Q3 2019 235 $731M +$46.4M -$21.5M +$24.9M BRKB, AAPL, DGRO, SPHD, USMV 13F-HR 11/15/2019, 11:50 AM
Q2 2019 239 $664M +$90.2M -$76.4M +$13.8M BRKB, AAPL, USMV, DGRO, SPHD 13F-HR 8/19/2019, 10:33 AM
Q1 2019 262 $638M +$19.7M -$9.02M +$10.7M BRKB, AAPL, DGRO, USMV, RODM 13F-HR 5/16/2019, 02:09 PM
Q4 2018 256 $575M +$83.6M -$34.3M +$49.3M BRKB, DGRO, AAPL, USMV, RODM 13F-HR 2/20/2019, 12:07 PM
Q3 2018 254 $500M +$100M -$36.6M +$63.9M BRKB, DGRO, RODM, MINT, MNA 13F-HR 11/21/2018, 03:03 PM
Q2 2018 262 $484M +$54.6M -$33.7M +$20.9M BRKB, DGRO, AAPL, XOM, SPAB 13F-HR 8/16/2018, 02:03 PM
Q1 2018 267 $455M +$107M -$21.1M +$86.3M BRKB, AAPL, DGRO, SPAB, XOM 13F-HR 5/15/2018, 07:41 PM
Q4 2017 218 $374M +$72.9M -$76.2M -$3.3M BRKB, AAPL, DGRO, XOM, JPM 13F-HR 2/16/2018, 09:52 AM
Q3 2017 195 $356M +$31.7M -$35.7M -$4.04M BRKB, AAPL, DGRO, IVW, XOM 13F-HR 11/14/2017, 04:23 PM
Q2 2017 178 $348M +$328M -$9.23M +$319M BRKB, DGRO, AAPL, IVW, FEX 13F-HR 8/11/2017, 12:29 PM
Q1 2017 457 $28.8M +$1.02M -$300M -$299M BRKB, FEX, AAPL, DGRO, HRI 13F-HR 4/19/2017, 04:29 PM
Q3 2016 950 $307M +$26.6M -$486B -$486B BRKB, EFG, FEX, AAPL, DWTR 13F-HR 12/9/2016, 09:32 AM
Q2 2016 2,614 $487B +$216B -$117B +$98.8B FINN, SBFC, GPP, GLDI, ISPCL 13F-HR 8/8/2016, 12:01 PM
Q4 2015 2,149 $381B +$381B -$64.5M +$381B FINN, SBFC, BMLPRL, BRKB, FEX 13F-HR 3/24/2016, 02:00 PM
Q2 2015 423 $229M +$74.8M -$54.7M +$20.1M BRKB, AAPL, DVY, FEX, BRKA 13F-HR 8/10/2015, 04:00 PM
Q1 2015 684 $214M $0 $0 BRKB, AAPL, DVY, FEX, VMI 13F-HR 5/4/2015, 11:54 AM