HoldingsChannel.com
WealthPLAN Partners LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $65,475
     BRK.B271,385+6,748$61,724
     BRK.A11UNCH$3,751
APPLE INC 145,315 -8,237 $47,547
     AAPL145,315-8,237$47,547
ISHARES TR (USMV) 444,941 +14,385 $30,706
     USMV444,941+14,385$30,706
INVESCO EXCHNG TRADED FD TR (SPHD) 692,792 +33,848 $29,859
     SPHD692,792+33,848$29,859
ISHARES TR (DGRO) 657,295 -56,034 $28,349
     DGRO657,295-56,034$28,349
FIRST TR EXCH TRADED FD III (FTLS) 629,802 +27,613 $27,743
     FTLS629,802+27,613$27,743
PIMCO ETF TR (BOND) 245,556 +245,556 $26,933
     BOND245,556+245,556$26,933
WISDOMTREE TR 762,758 +762,758 $24,309
     XSOE762,758+762,758$24,309
LATTICE STRATEGIES TR 764,518 +18,056 $22,393
     RODM764,518+18,056$22,393
INDEXIQ ETF TR (MNA) 574,117 +84,174 $19,049
     MNA574,117+84,174$19,049
SPDR SERIES TRUST (SPTM) 416,223 +140,705 $17,356
     SPTM416,223+140,705$17,356
JPMORGAN CHASE & CO 95,544 -332 $13,185
     JPM95,544-332$13,185
SPDR SERIES TRUST (SPAB) 404,588 +9,414 $12,068
     SPAB404,588+9,414$12,068
LOWES COS INC 78,632 +3,928 $9,832
     LOW78,632+3,928$9,832
ARCHER DANIELS MIDLAND CO 211,119 +24,290 $9,630
     ADM211,119+24,290$9,630
W P CAREY INC 107,906 +8,214 $9,144
     WPC107,906+8,214$9,144
ABBOTT LABS 101,313 +3,626 $8,996
     ABT101,313+3,626$8,996
SPDR INDEX SHS FDS (SPDW) 275,405 +9,193 $8,690
     SPDW275,405+9,193$8,690
ALPHABET INC 5,723 -74 $8,689
     GOOG5,723-74$8,689
JOHNSON & JOHNSON 56,506 +4,536 $8,537
     JNJ56,506+4,536$8,537
STANLEY BLACK & DECKER INC 50,418 -1,232 $8,489
     SWK50,418-1,232$8,489
ALBEMARLE CORP 97,682 -5,075 $8,482
     ALB97,682-5,075$8,482
ALTRIA GROUP INC 181,653 +69,447 $8,247
     MO181,653+69,447$8,247
SCHWAB STRATEGIC TR 134,505 -3,597 $7,952
     SCHD134,505-3,597$7,952
FS KKR CAPITAL CORP 1,256,326 +9,305 $7,827
     FSK1,256,326+9,305$7,827
BLACK HILLS CORP 93,239 +4,813 $7,821
     BKH93,239+4,813$7,821
C H ROBINSON WORLDWIDE INC 105,332 +16,628 $7,723
     CHRW105,332+16,628$7,723
MANAGED PORTFOLIO SER 329,503 +329,503 $7,675
     TPYP329,503+329,503$7,675
SPDR INDEX SHS FDS (SPEM) 204,548 +6,113 $7,642
     SPEM204,548+6,113$7,642
SELECT SECTOR SPDR TR (XLK) 74,529 -7,977 $7,586
     XLK74,529-7,977$7,586
INTEL CORP 111,365 -822 $7,513
     INTC111,365-822$7,513
AMAZON COM INC 3,406 +1,412 $7,357
     AMZN3,406+1,412$7,357
ZAI LAB LTD 120,893 -34,000 $7,216
     ZLAB120,893-34,000$7,216
NUCOR CORP 148,683 +16,630 $7,192
     NUE148,683+16,630$7,192
CULLEN FROST BANKERS INC 76,823 +6,461 $7,173
     CFR76,823+6,461$7,173
ISHARES TR (IVW) 34,211 -3,585 $7,148
     IVW34,211-3,585$7,148
FACEBOOK INC 33,152 -221 $6,987
     FB33,152-221$6,987
ISHARES TR (IVV) 20,463 -322 $6,936
     IVV20,463-322$6,936
CINCINNATI FINL CORP 59,490 +4,399 $6,766
     CINF59,490+4,399$6,766
AT&T INC 175,004 +11,789 $6,657
     T175,004+11,789$6,657
PEPSICO INC 45,397 +3,065 $6,632
     PEP45,397+3,065$6,632
SPDR SERIES TRUST (SPYV) 176,853 +3,997 $6,256
     SPYV176,853+3,997$6,256
TARGET CORP 51,691 -4,355 $6,105
     TGT51,691-4,355$6,105
MEDTRONIC PLC 52,169 +1,532 $6,077
     MDT52,169+1,532$6,077
MICROSOFT CORP 32,828 +2,107 $6,063
     MSFT32,828+2,107$6,063
EMERSON ELEC CO 78,977 -30,806 $5,954
     EMR78,977-30,806$5,954
COSTCO WHSL CORP NEW 18,093 +414 $5,701
     COST18,093+414$5,701
INVESCO QQQ TR 23,619 +871 $5,533
     QQQ23,619+871$5,533
TEXAS INSTRS INC 39,356 +2,922 $5,212
     TXN39,356+2,922$5,212
CASEYS GEN STORES INC 31,695 +2,101 $5,202
     CASY31,695+2,101$5,202

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 12/31/2019: $847,005
At 09/30/2019: $731,563

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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