WealthPlan Investment Management, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 9, 2024
Value $
$661M
Signature - Title
Kevin R Zemann - Chief Compliance Officer
Location
101 S 108 Th Ave, 3 Rd Floor, Omaha, NE
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 184 $661M +$86.2M -$83.5M +$2.67M AAPL, HIGH, GOOG, BRKB, CASY 13F-HR 8/9/2024, 01:03 PM
Q1 2024 181 $655M +$98.8M -$86.8M +$11.9M AAPL, HIGH, BRKB, PEP, ABBV 13F-HR 5/16/2024, 12:26 PM
Q4 2023 190 $624M +$64.4M -$48.2M +$16.2M AAPL, NUE, MSM, BRKB, PEP 13F-HR 1/5/2024, 01:57 PM
Q3 2023 167 $566M +$249M -$14.9M +$234M AAPL, FLTR, BRKB, MSM, PEP Restatement 11/15/2023, 11:00 AM
Q2 2023 369 $311M +$8.29M -$265M -$257M AAPL, FTLS, AMAX, PEP, HEQT Restatement 8/14/2023, 12:11 PM
Q1 2023 442 $581M +$6.96M -$829M -$823M AAPL, PEP, NUE, WPC, FLTR 13F-HR 5/8/2023, 04:30 PM
Q4 2022 394 $1.41B +$101M -$78.9M +$21.9M AAPL, BRKB, VTI, COWZ, BUFR 13F-HR 2/15/2023, 01:15 PM
Q3 2022 373 $1.27B +$251M -$236M +$15.8M AAPL, BRKB, VTI, BUFR, DGRO 13F-HR 12/12/2022, 09:44 AM
Q1 2022 382 $1.42B $0 $0 AAPL, VTI, BRKB, BUFR, DGRO 13F-HR 9/7/2022, 05:30 PM