HoldingsChannel.com
WealthPLAN Partners LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $61,783
     BRK.B264,637+537$58,160
     BRK.A11-1$3,623
APPLE INC 153,552 +3,995 $40,610
     AAPL153,552+3,995$40,610
ISHARES TR (DGRO) 713,329 +2,659 $29,061
     DGRO713,329+2,659$29,061
INVESCO EXCHNG TRADED FD TR (SPHD) 658,944 +25,899 $28,262
     SPHD658,944+25,899$28,262
ISHARES TR (USMV) 430,556 -3,082 $27,466
     USMV430,556-3,082$27,466
FIRST TR EXCH TRADED FD III (FTLS) 602,189 +1,408 $25,159
     FTLS602,189+1,408$25,159
LATTICE STRATEGIES TR 746,462 -7,487 $21,528
     RODM746,462-7,487$21,528
INDEXIQ ETF TR (MNA) 489,943 -49,381 $16,075
     MNA489,943-49,381$16,075
JPMORGAN CHASE & CO 95,876 +6,041 $12,318
     JPM95,876+6,041$12,318
SPDR SERIES TRUST (SPAB) 395,174 +2,903 $11,594
     SPAB395,174+2,903$11,594
SPDR SERIES TRUST (SPTM) 275,518 +12,735 $10,541
     SPTM275,518+12,735$10,541
PIMCO ETF TR (MINT) 86,208 +6,663 $8,759
     MINT86,208+6,663$8,759
W P CAREY INC 99,692 +16,166 $8,450
     WPC99,692+16,166$8,450
LOWES COS INC 74,704 +2,502 $8,430
     LOW74,704+2,502$8,430
ABBOTT LABS 97,687 +4,835 $8,227
     ABT97,687+4,835$8,227
SPDR INDEX SHS FDS (SPDW) 266,212 +13,540 $8,159
     SPDW266,212+13,540$8,159
EMERSON ELEC CO 109,783 +9,967 $8,078
     EMR109,783+9,967$8,078
STANLEY BLACK & DECKER INC 51,650 +4,112 $8,025
     SWK51,650+4,112$8,025
ARCHER DANIELS MIDLAND CO 186,829 +20,641 $8,000
     ADM186,829+20,641$8,000
SCHWAB STRATEGIC TR 138,102 +8,855 $7,815
     SCHD138,102+8,855$7,815
ALPHABET INC 5,797 +156 $7,525
     GOOG5,797+156$7,525
FS KKR CAPITAL CORP 1,247,021 +10,499 $7,432
     FSK1,247,021+10,499$7,432
NUCOR CORP 132,053 +11,973 $7,219
     NUE132,053+11,973$7,219
SELECT SECTOR SPDR TR (XLK) 82,506 -3,289 $7,149
     XLK82,506-3,289$7,149
SPDR INDEX SHS FDS (SPEM) 198,435 +12,897 $7,104
     SPEM198,435+12,897$7,104
ISHARES TR (IVW) 37,796 -1,164 $7,004
     IVW37,796-1,164$7,004
JOHNSON & JOHNSON 51,970 +4,351 $6,822
     JNJ51,970+4,351$6,822
ALBEMARLE CORP 102,757 +8,408 $6,698
     ALB102,757+8,408$6,698
BLACK HILLS CORP 88,426 +5,786 $6,689
     BKH88,426+5,786$6,689
C H ROBINSON WORLDWIDE INC 88,704 +11,049 $6,620
     CHRW88,704+11,049$6,620
SPDR SERIES TRUST (SLYV) 103,500 -1,209 $6,605
     SLYV103,500-1,209$6,605
CULLEN FROST BANKERS INC 70,362 +4,619 $6,552
     CFR70,362+4,619$6,552
INTEL CORP 112,187 -1,377 $6,495
     INTC112,187-1,377$6,495
ISHARES TR (IVV) 20,785 +162 $6,461
     IVV20,785+162$6,461
FACEBOOK INC 33,373 +797 $6,448
     FB33,373+797$6,448
AT&T INC 163,215 +11,546 $6,391
     T163,215+11,546$6,391
TARGET CORP 56,046 +397 $6,085
     TGT56,046+397$6,085
ZAI LAB LTD 154,893 UNCH $5,990
     ZLAB154,893UNCH$5,990
CINCINNATI FINL CORP 55,091 +3,728 $5,971
     CINF55,091+3,728$5,971
SPDR SERIES TRUST (SPYV) 172,856 +10,326 $5,831
     SPYV172,856+10,326$5,831
WELLS FARGO CO NEW      $5,716
     WFC107,443+67,142$5,726
     Put37,600-300$10
PEPSICO INC 42,332 +3,546 $5,642
     PEP42,332+3,546$5,642
MEDTRONIC PLC 50,637 +3,728 $5,520
     MDT50,637+3,728$5,520
COSTCO WHSL CORP NEW 17,679 +307 $5,355
     COST17,679+307$5,355
ALTRIA GROUP INC 112,206 +14,693 $5,255
     MO112,206+14,693$5,255
BLACKSTONE GROUP INC 99,219 -36 $5,201
     BX99,219-36$5,201
CASEYS GEN STORES INC 29,594 +1,923 $5,032
     CASY29,594+1,923$5,032
WISDOMTREE TR 94,387 -1,293 $4,903
     AGGY94,387-1,293$4,903
UNION PACIFIC CORP      $4,764
     UNP27,241+1,245$4,781
     Put2,400UNCH$17
3M CO 27,766 +2,740 $4,735
     MMM27,766+2,740$4,735

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 09/30/2019: $731,563
At 06/30/2019: $664,280

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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