HoldingsChannel.com
WealthPLAN Partners LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $58,065
     BRK.B267,997-2,099$54,398
     BRK.A12UNCH$3,667
APPLE INC 154,541 +1,572 $29,505
     AAPL154,541+1,572$29,505
ISHARES TR (DGRO) 724,986 -13,716 $26,883
     DGRO724,986-13,716$26,883
ISHARES TR (USMV) 446,104 -2,649 $26,441
     USMV446,104-2,649$26,441
LATTICE STRATEGIES TR 818,409 -11,033 $22,744
     RODM818,409-11,033$22,744
PIMCO ETF TR (MINT) 181,978 -16,195 $18,483
     MINT181,978-16,195$18,483
INDEXIQ ETF TR (MNA) 545,728 -31,495 $17,316
     MNA545,728-31,495$17,316
SPDR SERIES TRUST (SPAB) 388,298 +14,689 $11,094
     SPAB388,298+14,689$11,094
JPMORGAN CHASE & CO 90,982 +5,461 $9,999
     JPM90,982+5,461$9,999
SPDR SERIES TRUST (SPTM) 259,771 +7,468 $9,222
     SPTM259,771+7,468$9,222
LOWES COS INC 74,943 +2,617 $8,066
     LOW74,943+2,617$8,066
FS KKR CAPITAL CORP 1,284,366 +13,138 $7,899
     FSIC1,284,366+13,138$7,899
ABBOTT LABS 98,997 +4,317 $7,574
     ABT98,997+4,317$7,574
ISHARES TR (IVW) 42,599 -1,210 $7,432
     IVW42,599-1,210$7,432
PEPSICO INC 57,018 +2,426 $7,375
     PEP57,018+2,426$7,375
W P CAREY INC 89,142 +2,714 $7,129
     WPC89,142+2,714$7,129
SPDR INDEX SHS FDS (SPDW) 245,400 +13,613 $7,124
     SPDW245,400+13,613$7,124
SELECT SECTOR SPDR TR (XLK) 92,146 -2,951 $6,939
     XLK92,146-2,951$6,939
FACEBOOK INC 35,896 -385 $6,686
     FB35,896-385$6,686
ALPHABET INC 5,709 +20 $6,647
     GOOG5,709+20$6,647
BLACK HILLS CORP 86,739 +4,905 $6,575
     BKH86,739+4,905$6,575
SCHWAB STRATEGIC TR 124,040 +1,743 $6,472
     SCHD124,040+1,743$6,472
ISHARES TR (IVV) 22,487 -50 $6,455
     IVV22,487-50$6,455
SPDR SERIES TRUST (SLYV) 103,034 +6,892 $6,277
     SLYV103,034+6,892$6,277
STANLEY BLACK & DECKER INC 45,356 +2,837 $6,127
     SWK45,356+2,837$6,127
EMERSON ELEC CO 93,245 +5,262 $6,112
     EMR93,245+5,262$6,112
SPDR INDEX SHS FDS (SPEM) 177,527 +8,796 $6,112
     SPEM177,527+8,796$6,112
JOHNSON & JOHNSON 44,521 +2,336 $6,096
     JNJ44,521+2,336$6,096
ALBEMARLE CORP 84,861 +4,808 $5,904
     ALB84,861+4,808$5,904
CINCINNATI FINL CORP 59,902 +2,230 $5,775
     CINF59,902+2,230$5,775
CULLEN FROST BANKERS INC 59,551 +3,798 $5,773
     CFR59,551+3,798$5,773
NUCOR CORP 100,390 +9,397 $5,508
     NUE100,390+9,397$5,508
INTEL CORP 117,107 -930 $5,343
     INTC117,107-930$5,343
TARGET CORP 75,444 +4,801 $5,342
     TGT75,444+4,801$5,342
ISHARES TR (IJH) 27,651 +623 $5,254
     IJH27,651+623$5,254
WISDOMTREE TR 101,566 +1,520 $5,087
     AGGY101,566+1,520$5,087
AT&T INC 159,341 +15,730 $4,980
     T159,341+15,730$4,980
SPDR SERIES TRUST (SPYV) 162,772 +8,037 $4,945
     SPYV162,772+8,037$4,945
COSTCO WHSL CORP NEW 20,182 +125 $4,938
     COST20,182+125$4,938
ALTRIA GROUP INC 93,884 +2,709 $4,894
     MO93,884+2,709$4,894
UNION PACIFIC CORP 27,489 +192 $4,777
     UNP27,489+192$4,777
ZAI LAB LTD 167,173 -4,806 $4,749
     ZLAB167,173-4,806$4,749
WALMART INC 47,337 +4,379 $4,728
     WMT47,337+4,379$4,728
FIRST TR EXCHANGE TRADED FD (FTSM) 72,838 +2,123 $4,375
     FTSM72,838+2,123$4,375
DOVER CORP 44,944 +2,500 $4,325
     DOV44,944+2,500$4,325
INVESCO QQQ TR 22,786 -441 $4,172
     QQQ22,786-441$4,172
CASEYS GEN STORES INC 31,113 +2,254 $4,135
     CASY31,113+2,254$4,135
MEDTRONIC PLC 45,071 +4,585 $3,978
     MDT45,071+4,585$3,978
BLACKSTONE GROUP L P 97,306 +1,686 $3,851
     BX97,306+1,686$3,851
MICROSOFT CORP 30,135 +969 $3,798
     MSFT30,135+969$3,798

See Full List: All Stocks Held By WealthPLAN Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By WealthPLAN Partners LLC

Size ($ in 1000's)
At 03/31/2019: $640,591
At 12/31/2018: $621,752

WealthPLAN Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from WealthPLAN Partners LLC 13F filings. Link to 13F filings: SEC filings

WealthPLAN Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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