HoldingsChannel.com
WealthPLAN Partners LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $56,093
     BRK.B264,100-3,897$52,498
     BRK.A12UNCH$3,595
APPLE INC 149,557 -4,984 $31,252
     AAPL149,557-4,984$31,252
ISHARES TR (USMV) 433,638 -12,466 $27,445
     USMV433,638-12,466$27,445
ISHARES TR (DGRO) 710,670 -14,316 $27,013
     DGRO710,670-14,316$27,013
INVESCO EXCHNG TRADED FD TR (SPHD) 633,045 +608,223 $25,854
     SPHD633,045+608,223$25,854
FIRST TR EXCH TRADED FD III (FTLS) 600,781 +567,457 $24,404
     FTLS600,781+567,457$24,404
LATTICE STRATEGIES TR 753,949 -64,460 $20,538
     RODM753,949-64,460$20,538
INDEXIQ ETF TR (MNA) 539,324 -6,404 $17,086
     MNA539,324-6,404$17,086
SPDR SERIES TRUST (SPAB) 392,271 +3,973 $11,583
     SPAB392,271+3,973$11,583
JPMORGAN CHASE & CO 89,835 -1,147 $9,823
     JPM89,835-1,147$9,823
SPDR SERIES TRUST (SPTM) 262,783 +3,012 $9,537
     SPTM262,783+3,012$9,537
PIMCO ETF TR (MINT) 79,545 -102,433 $8,084
     MINT79,545-102,433$8,084
ABBOTT LABS 92,852 -6,145 $8,068
     ABT92,852-6,145$8,068
W P CAREY INC 83,526 -5,616 $7,344
     WPC83,526-5,616$7,344
SPDR INDEX SHS FDS (SPDW) 252,672 +7,272 $7,175
     SPDW252,672+7,272$7,175
FS KKR CAPITAL CORP 1,236,522 +1,236,522 $7,172
     FSK1,236,522+1,236,522$7,172
ISHARES TR (IVW) 38,960 -3,639 $7,009
     IVW38,960-3,639$7,009
LOWES COS INC 72,202 -2,741 $6,973
     LOW72,202-2,741$6,973
SELECT SECTOR SPDR TR (XLK) 85,795 -6,351 $6,812
     XLK85,795-6,351$6,812
SCHWAB STRATEGIC TR 129,247 +5,207 $6,780
     SCHD129,247+5,207$6,780
ALPHABET INC 5,641 -68 $6,753
     GOOG5,641-68$6,753
C H ROBINSON WORLDWIDE INC 77,655 +77,655 $6,572
     CHRW77,655+77,655$6,572
STANLEY BLACK & DECKER INC 47,538 +2,182 $6,532
     SWK47,538+2,182$6,532
ALBEMARLE CORP 94,349 +9,488 $6,458
     ALB94,349+9,488$6,458
JOHNSON & JOHNSON 47,619 +3,098 $6,354
     JNJ47,619+3,098$6,354
BLACK HILLS CORP 82,640 -4,099 $6,324
     BKH82,640-4,099$6,324
ARCHER DANIELS MIDLAND CO 166,188 +166,188 $6,275
     ADM166,188+166,188$6,275
SPDR INDEX SHS FDS (SPEM) 185,538 +8,011 $6,245
     SPEM185,538+8,011$6,245
SPDR SERIES TRUST (SLYV) 104,709 +1,675 $6,168
     SLYV104,709+1,675$6,168
FACEBOOK INC 32,576 -3,320 $6,139
     FB32,576-3,320$6,139
ISHARES TR (IVV) 20,623 -1,864 $6,069
     IVV20,623-1,864$6,069
NUCOR CORP 120,080 +19,690 $6,024
     NUE120,080+19,690$6,024
EMERSON ELEC CO 99,816 +6,571 $5,908
     EMR99,816+6,571$5,908
CULLEN FROST BANKERS INC 65,743 +6,192 $5,720
     CFR65,743+6,192$5,720
CINCINNATI FINL CORP 51,363 -8,539 $5,687
     CINF51,363-8,539$5,687
INTEL CORP 113,564 -3,543 $5,319
     INTC113,564-3,543$5,319
AT&T INC 151,669 -7,672 $5,287
     T151,669-7,672$5,287
ZAI LAB LTD 154,893 -12,280 $5,060
     ZLAB154,893-12,280$5,060
PEPSICO INC 38,786 -18,232 $5,039
     PEP38,786-18,232$5,039
SPDR SERIES TRUST (SPYV) 162,530 -242 $5,035
     SPYV162,530-242$5,035
WISDOMTREE TR 95,680 -5,886 $5,000
     AGGY95,680-5,886$5,000
MEDTRONIC PLC 46,909 +1,838 $4,803
     MDT46,909+1,838$4,803
COSTCO WHSL CORP NEW 17,372 -2,810 $4,799
     COST17,372-2,810$4,799
BLACKSTONE GROUP L P 99,255 +1,949 $4,729
     BX99,255+1,949$4,729
TARGET CORP 55,649 -19,795 $4,688
     TGT55,649-19,795$4,688
CASEYS GEN STORES INC 27,671 -3,442 $4,610
     CASY27,671-3,442$4,610
ALTRIA GROUP INC 97,513 +3,629 $4,562
     MO97,513+3,629$4,562
FIRST TR EXCHANGE TRADED FD (FTSM) 73,766 +928 $4,435
     FTSM73,766+928$4,435
UNION PACIFIC CORP      $4,363
     UNP25,996-1,493$4,387
     Put2,400+2,400$24
INVESCO QQQ TR 22,046 -740 $4,153
     QQQ22,046-740$4,153

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 06/30/2019: $664,280
At 03/31/2019: $640,591

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

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.