HoldingsChannel.com
WealthPLAN Partners LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
APPLE INC 151,532 -166 $69,710
     AAPL151,532-166$69,710
BERKSHIRE HATHAWAY INC DEL      $59,954
     BRK.B266,322-7,300$56,455
     BRK.A11+1$3,499
PIMCO ETF TR (BOND) 286,839 +5,360 $32,221
     BOND286,839+5,360$32,221
FIRST TR EXCH TRADED FD III (FTLS) 619,750 +2,092 $26,974
     FTLS619,750+2,092$26,974
ISHARES TR (DGRO) 633,942 +756 $25,745
     DGRO633,942+756$25,745
WISDOMTREE TR 763,533 -9,910 $25,441
     XSOE763,533-9,910$25,441
INNOVATOR ETFS TR (PJAN) 727,838 +70,803 $21,246
     PJAN727,838+70,803$21,246
LATTICE STRATEGIES TR 802,894 +11,817 $21,196
     RODM802,894+11,817$21,196
ETF SER SOLUTIONS (DRSK) 666,274 +666,274 $20,455
     DRSK666,274+666,274$20,455
INNOVATOR ETFS TR (PJUN) 644,136 +644,136 $18,696
     PJUN644,136+644,136$18,696
FIRST TR EXCHNG TRADED FD VI (DFEB) 540,795 +540,795 $16,738
     DFEB540,795+540,795$16,738
INVESCO EXCH TRADED FD TR II (PGX) 1,084,204 +5,053 $16,046
     PGX1,084,204+5,053$16,046
LOWES COS INC 87,248 -17,375 $13,584
     LOW87,248-17,375$13,584
AMAZON COM INC 4,277 +298 $13,520
     AMZN4,277+298$13,520
JPMORGAN CHASE & CO 129,415 +17,496 $13,249
     JPM129,415+17,496$13,249
VANGUARD INDEX FDS (VTI) 71,132 -313 $12,166
     VTI71,132-313$12,166
ALPHABET INC 7,300 +912 $11,085
     GOOG7,300+912$11,085
SCHWAB STRATEGIC TR 336,538 +1,417 $10,786
     SCHF336,538+1,417$10,786
ABBOTT LABS 105,912 +25 $10,707
     ABT105,912+25$10,707
MCDONALDS CORP 51,463 +1,737 $10,627
     MCD51,463+1,737$10,627
INDEXIQ ETF TR (MNA) 328,903 -227,407 $10,538
     MNA328,903-227,407$10,538
C H ROBINSON WORLDWIDE INC 110,590 +329 $10,520
     CHRW110,590+329$10,520
SPDR SER TR (SPAB) 340,113 -13,506 $10,506
     SPAB340,113-13,506$10,506
JOHNSON & JOHNSON 69,314 +3,680 $10,259
     JNJ69,314+3,680$10,259
ALTRIA GROUP INC 235,193 +12,159 $10,012
     MO235,193+12,159$10,012
STANLEY BLACK & DECKER INC 63,109 -7,334 $9,997
     SWK63,109-7,334$9,997
FIRST TR EXCHNG TRADED FD VI (DJUN) 317,861 +317,861 $9,973
     DJUN317,861+317,861$9,973
MEDTRONIC PLC 95,147 +7,069 $9,637
     MDT95,147+7,069$9,637
FACEBOOK INC 36,411 +928 $9,514
     FB36,411+928$9,514
WP CAREY INC 129,173 -1,249 $9,251
     WPC129,173-1,249$9,251
SPDR SER TR (SPTM) 214,330 +9,546 $8,843
     SPTM214,330+9,546$8,843
ISHARES INC (IEMG) 161,179 -207 $8,535
     IEMG161,179-207$8,535
INVESCO QQQ TR 31,049 +5,314 $8,460
     QQQ31,049+5,314$8,460
COSTCO WHSL CORP NEW 24,708 +3,635 $8,294
     COST24,708+3,635$8,294
CULLEN FROST BANKERS INC 107,579 +2,137 $8,110
     CFR107,579+2,137$8,110
SELECT SECTOR SPDR TR (XLK) 68,016 -4,605 $7,751
     XLK68,016-4,605$7,751
ISHARES TR (IVE) 65,619 +1,110 $7,604
     IVE65,619+1,110$7,604
MICROSOFT CORP 36,420 +1,663 $7,601
     MSFT36,420+1,663$7,601
ISHARES TR (IVW) 32,595 -511 $7,469
     IVW32,595-511$7,469
TARGET CORP 53,246 +1,754 $7,178
     TGT53,246+1,754$7,178
SCHWAB STRATEGIC TR 123,256 -2,630 $7,051
     SCHD123,256-2,630$7,051
ISHARES TR (IVV) 20,691 -180 $6,998
     IVV20,691-180$6,998
BLACK HILLS CORP 117,794 +12,875 $6,945
     BKH117,794+12,875$6,945
ALBEMARLE CORP 75,286 -885 $6,897
     ALB75,286-885$6,897
DIAGEO P L C 48,834 +1,004 $6,811
     DEO48,834+1,004$6,811
PEPSICO INC 48,971 +468 $6,763
     PEP48,971+468$6,763
GENUINE PARTS CO 69,799 -1,598 $6,587
     GPC69,799-1,598$6,587
AT&T INC 217,000 +18,534 $6,490
     T217,000+18,534$6,490
NUCOR CORP 140,206 +7,411 $6,379
     NUE140,206+7,411$6,379
CONSTELLATION BRANDS INC 35,348 +5,190 $6,243
     STZ35,348+5,190$6,243

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 06/30/2020: $965,733
At 03/31/2020: $770,520

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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