WealthPLAN Partners, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationomaha, NE
- CIK0001639943
- Alternate namesFeltz Wealth PLAN Inc.
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
240 | $704.95M | AAPL, BRK.B, COWZ, FIRST TR EXCHNG TRADED FD VI | 13F-HR | Jan 30, 2025 | 000192998625000002 | ||
255 | $744.80M | AAPL, BRK.B, DGRO, COWZ | 13F-HR | Nov 5, 2024 | 000192998624000005 | ||
297 | $931.40M | AAPL, BRK.B, VTI, DGRO | 13F-HR | Aug 9, 2024 | 000163994324000004 | ||
302 | $965.82M | AAPL, BRK.B, VTI, DGRO | 13F-HR | May 7, 2024 | 000163994324000002 | ||
319 | $972.81M | AAPL, BRK.B, VTI, COWZ | 13F-HR | Jan 5, 2024 | 000163994324000001 | ||
316 | $860.53M | AAPL, BRK.B, VTI, COWZ | 13F-HR | Nov 2, 2023 | 000163994323000001 | ||
1,258 | $707.02M | AAPL, BRK.B, VTI, COWZ | 13F-HR | Jul 31, 2023 | 000158064223003858 | ||
1,323 | $879.04M | AAPL, BRK.B, VTI, COWZ | 13F-HR | May 10, 2023 | 000158064223002658 | ||
395 | $1.43B | AAPL, BRK.B, VTI, COWZ | 13F-HR | Feb 16, 2023 | 000158064223000924 | ||
382 | $1.44B | AAPL, VTI, BRK.B, FIRST TR EXCHNG TRADED FD VI | 13F-HR | May 3, 2022 | 000158064222002460 | ||
381 | $1.52B | AAPL, VTI, BRK.B, DGRO | 13F-HR | Feb 1, 2022 | 000158064222000585 | ||
372 | $1.50B | AAPL, VTI, DGRO, IVOL | 13F-HR | Dec 9, 2021 | 000158064221005768 | ||
357 | $1.42B | AAPL, VTI, IVOL, BRK.B | 13F-HR | Aug 19, 2021 | 000158064221003855 | ||
333 | $1.29B | AAPL, VTI, IVOL, BRK.B | 13F-HR | May 11, 2021 | 000158064221002320 | ||
337 | $1.18B | AAPL, VTI, BOND, XSOE | 13F-HR | Feb 9, 2021 | 000158064221000606 | ||
316 | $1.03B | AAPL, BOND, VTI, BRK.B | 13F-HR | Dec 18, 2020 | 000158064220004543 | ||
310 | $965.73M | AAPL, BRK.B, BOND, FTLS | 13F-HR | Aug 19, 2020 | 000158064220003052 | ||
255 | $770.52M | AAPL, BRK.B, BOND, FTLS | 13F-HR | May 15, 2020 | 000158064220002167 | ||
250 | $847.00M | BRK.B, AAPL, USMV, SPHD | 13F-HR | Feb 14, 2020 | 000158064220000712 | ||
236 | $731.56M | BRK.B, AAPL, DGRO, SPHD | 13F-HR | Nov 15, 2019 | 000158064219005156 | ||
240 | $664.28M | BRK.B, AAPL, USMV, DGRO | 13F-HR | Aug 19, 2019 | 000158064219003715 | ||
259 | $640.59M | BRK.B, AAPL, DGRO, USMV | 13F-HR | May 16, 2019 | 000158064219002529 | ||
255 | $621.75M | BRK.B, DGRO, AAPL, USMV | 13F-HR | Feb 20, 2019 | 000158064219000879 | ||
254 | $547.82M | BRK.B, AAPL, DGRO, RODM | 13F-HR | Nov 21, 2018 | 000158064218005558 | ||
263 | $487.86M | BRK.B, DGRO, AAPL, XOM | 13F-HR | Aug 16, 2018 | 000158064218003920 | ||
267 | $455.71M | BRK.B, AAPL, DGRO, KRE | 13F-HR | May 16, 2018 | 000158064218002606 | ||
221 | $373.52M | BRK.B, AAPL, DGRO, XOM | 13F-HR | Feb 16, 2018 | 000158064218000922 | ||
198 | $356.45M | BRK.B, AAPL, DGRO, IVW | 13F-HR | Nov 14, 2017 | 000158064217006097 | ||
179 | $348.17M | BRK.B, DGRO, AAPL, IVW | 13F-HR | Aug 11, 2017 | 000158064217004366 | ||
460 | $28.79M | BRK.B, FEX, AAPL, DGRO | 13F-HR | Apr 19, 2017 | 000158064217002458 | ||
950 | $307.13M | BRK.B, EFG, FEX, AAPL | 13F-HR | Dec 9, 2016 | 000158064216012613 | ||
3,483 | $779.20B | CTROX, BRK.B, PONPX, AOFIX | 13F-HR | Aug 8, 2016 | 000158064216010110 | ||
2,266 | $615.20B | CTROX, BRK.B, FEX, HWDIX | 13F-HR | Mar 24, 2016 | 000158064216007796 | ||
438 | $228.58M | BRK.B, AAPL, DVY, FEX | 13F-HR | Aug 10, 2015 | 000158064215003396 | ||
592 | $214.79M | BRK.B, AAPL, DVY, FEX | 13F-HR | May 4, 2015 | 000158064215001977 |