WealthPLAN Partners, LLC

Q1 2025 13F Holdings

  • Location
    omaha, NE
  • Num holdings

    245

  • Value ($000)

    $709,395

  • Date Filed
    05/12/2025
  • Form type
    13F-HR
  • CIK
    0001639943
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$47.51M
7 %

213,870

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$39.85M
6 %

74,819

---

FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED
33740F755
$18.97M
3 %

638,883

COWZ
COWZ

PACER FDS TR

US CASH COWS 100
69374H881
$17.28M
2 %

315,473

DGRO
DGRO

ISHARES TR

CORE DIV GRWTH
46434V621
$17.23M
2 %

278,880

SECT
SECT

NORTHERN LTS FD TR IV

MAIN SECTR ROTN
66538H591
$15.98M
2 %

313,031

HEQT
HEQT

SIMPLIFY EXCHANGE TRADED FUN

HEDGED EQUITY
82889N764
$15.28M
2 %

534,849

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$14.95M
2 %

54,398

MOAT
MOAT

VANECK ETF TRUST

MRNGSTR WDE MOAT
92189F643
$14.46M
2 %

164,281

AMZN
AMZN

AMAZON COM INC

COM
023135106
$12.38M
2 %

65,056

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