Wealthplan Investment Management Llc

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$15.02M2.4935,717+0.74%+$109,755.462.47
MSC Industrial Direct Co., Inc.
MSM
$12.03M0.22123,991-1.9%-$233,283.761.98
Valmont Industries, Inc.
VMI
$5.5M0.1224,091+0.26%+$14,381.920.91
Casey's General Stores, Inc.
CASY
$12.5M0.1139,249-4.02%-$522,894.652.06
Cullen/Frost Bankers, Inc.
CFR
$6.59M0.0958,519+8.01%+$488,669.351.09
W. P. Carey Inc.
WPC
$10.21M0.08180,923+16.79%+$1.47M1.68
Lincoln Electric Holdings, Inc.
LECO
$10.55M0.0741,291-4.83%-$535,659.611.74
Graco Inc.
GGG
$11.4M0.07121,929-5.75%-$694,686.701.88
Genuine Parts Company
GPC
$10.56M0.0568,165+4.63%+$467,420.561.74
RPM International Inc.
RPM
$7.27M0.0561,106+4.95%+$342,931.261.2
Albemarle Corporation
ALB
$5.94M0.0445,097+17.2%+$871,716.130.98
Brown & Brown, Inc.
BRO
$9.27M0.04105,895New+$9.27M1.53
Archer-Daniels-Midland Company
ADM
$9.99M0.03159,065+33.49%+$2.51M1.65
Nucor Corporation
NUE
$12.4M0.0362,683-15.87%-$2.34M2.04
Realty Income Corporation
O
$6.96M0.02128,623+15.87%+$953,024.331.15
Air Products and Chemicals, Inc.
APD
$7.42M0.0130,628+6.92%+$480,415.741.22
Constellation Brands, Inc.
STZ
$6.16M0.0122,658+2.89%+$173,113.481.01
NextEra Energy, Inc.
NEE
$7.72M0.01120,870+9.67%+$681,022.431.27
Abbott Laboratories
ABT
$10.95M0.0196,368+2.76%+$294,151.491.8
AstraZeneca PLC
AZN
$6.66M0.0198,3330%+$01.1
International Business Machines Corporation
IBM
$8.09M0.0142,368-16.69%-$1.62M1.33
NIKE, Inc.
NKE
$7.12M0.0175,790+4.28%+$292,464.071.17
Verizon Communications Inc.
VZ
$8.7M0.01207,394+4.91%+$407,306.361.43
Texas Instruments Incorporated
TXN
$8.71M0.0149,986-0.59%-$51,740.521.43
Lockheed Martin Corporation
LMT
$5.27M0.0111,590+4.26%+$215,605.340.87
PepsiCo, Inc.
PEP
$12.96M0.0174,029+3.93%+$490,199.862.13
Chevron Corporation
CVX
$11.48M<0.0172,794+4.68%+$513,128.641.89
AbbVie Inc.
ABBV
$12.52M<0.0168,726-1.47%-$187,199.482.06
Costco Wholesale Corporation
COST
$10.21M<0.0113,941-0.14%-$14,652.461.68
Johnson & Johnson
JNJ
$9.27M<0.0158,618+1.33%+$121,332.251.53
Walmart Inc.
WMT
$10.88M<0.01180,802+297.18%+$8.14M1.79
Apple Inc.
AAPL
$46.89M<0.01273,423-0.82%-$388,059.907.72
Mastercard Incorporated
MA
$6.93M<0.0114,389+0.24%+$16,854.651.14
Alphabet Inc.
GOOG
$12.15M<0.0179,782+1.51%+$180,732.612
Meta Platforms, Inc.
META
$10.33M<0.0121,274-4.89%-$531,229.511.7
FT Cboe Vest U.S. Equity Buffer ETF - January
FJAN
$5.62M<0.01133,979New+$5.62M0.93
Innovator U.S. Equity Power Buffer ETF - December
PDEC
$5.53M<0.01151,140+153.2%+$3.35M0.91
Avantis Emerging Markets Equity ETF
AVEM
$4.97M<0.0185,731-22.21%-$1.42M0.82
Bondbloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$11.25M<0.01223,693New+$11.25M1.85
iShares Core Dividend Growth ETF
DGRO
$5.59M<0.0196,252-28.11%-$2.19M0.92
iShares International Dividend Growth ETF
IGRO
$5.62M<0.0183,506-22.62%-$1.64M0.93
Amazon.com, Inc.
AMZN
$8.47M<0.0146,935+1.78%+$148,272.361.39
Pacer US Cash Cows 100 ETF
COWZ
$5.54M<0.0195,327-24.03%-$1.75M0.91
Simplify Enhanced Income ETF
HIGH
$16.08M<0.01658,900New+$16.08M2.65
Vanguard Total Stock Market Index Fund
VTI
$7.24M<0.0127,841-21.22%-$1.95M1.19
Microsoft Corporation
MSFT
$9.1M<0.0121,622+0.44%+$39,968.791.5
First Trust Cboe Vest Fund of Buffer ETFs
BUFR
$10.27M<0.01367,344-5.45%-$591,520.941.69
First Trust Exchange Traded Fund VIII - FT Cboe Vest U.S. Equity Moderate Buffer ETF - December
GDEC
$6.9M<0.01218,581New+$6.9M1.14
First Trust Long/Short Equity ETF
FTLS
$7.93M<0.01128,639-28.43%-$3.15M1.31
VanEck Investment Grade Floating Rate ETF
FLTR
$12.43M<0.01487,351+8.3%+$953,078.502.05