The Analysis of WealthPLAN Partners, LLC's Holdings


Currently, WealthPLAN Partners, LLC holds 272 types of securities in its portfolio with a total value $669.4M. In the most recent quarter, they have increased their positions in N/A (+153.3K shares, valued at $7.8M), PAAA (+81.0K shares, valued at $4.2M), IVV (+2.4K shares, valued at $1.6M); decreased their positions in COWZ (-76.5K shares, valued at $4.6M), MSFT (-7.2K shares, valued at $3.5M), NVDA (-13.8K shares, valued at $2.6M); initiated new positions in N/A (+153.3K shares, valued at $7.8M), AGG (+11.2K shares, valued at $1.1M), JCPB (+14.5K shares, valued at $686.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AAPL APPLE INC193.7K shares-1.85%2025-12-312026-02-12history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL70.7K shares-1.36%2025-12-312026-02-12history
PAAA PGIM ETF TR353.3K shares29.75%2025-12-312026-02-12history
NVDA NVIDIA CORPORATION96.2K shares-12.58%2025-12-312026-02-12history
IVV ISHARES TR23.6K shares11.23%2025-12-312026-02-12history
DGRO ISHARES TR230.1K shares-1.00%2025-12-312026-02-12history
AMZN AMAZON COM INC63.1K shares4.00%2025-12-312026-02-12history
BUFR FIRST TR EXCHNG TRADED FD VI410.1K shares-3.96%2025-12-312026-02-12history
Sponsored
INVESCO QQQ TR INVESCO QQQ TR21.1K shares9.16%2025-12-312026-02-12history
VTI VANGUARD INDEX FDS34.5K shares-5.90%2025-12-312026-02-12history
MSFT MICROSOFT CORP20.3K shares-26.30%2025-12-312026-02-12history
HEQT SIMPLIFY EXCHANGE TRADED FUN304.9K shares-6.07%2025-12-312026-02-12history
ALPHABET INC ALPHABET INC28.5K shares-6.08%2025-12-312026-02-12history
CLOI VANECK ETF TRUST159.2K shares-2.14%2025-12-312026-02-12history
IVW ISHARES TR66.1K shares2.54%2025-12-312026-02-12history
COST COSTCO WHSL CORP NEW9.1K shares-8.97%2025-12-312026-02-12history
Sponsored
EA SERIES TRUST EA SERIES TRUST153.3K sharesnew addition2025-12-312026-02-12history
HELO J P MORGAN EXCHANGE TRADED F113.0K shares-2.49%2025-12-312026-02-12history
WMT WALMART INC65.0K shares-6.84%2025-12-312026-02-12history
JPM JPMORGAN CHASE & CO.22.4K shares-4.09%2025-12-312026-02-12history
STXG EA SERIES TRUST137.9K shares3.12%2025-12-312026-02-12history
AVEM AMERICAN CENTY ETF TR89.3K shares7.08%2025-12-312026-02-12history
IGRO ISHARES TR82.6K shares-4.49%2025-12-312026-02-12history
FTLS FIRST TR EXCH TRADED FD III95.9K shares-6.82%2025-12-312026-02-12history
Sponsored
COWZ PACER FDS TR112.0K shares-40.59%2025-12-312026-02-12history
JNJ JOHNSON & JOHNSON31.4K shares-5.57%2025-12-312026-02-12history
STXV EA SERIES TRUST193.9K shares3.90%2025-12-312026-02-12history
VYM VANGUARD WHITEHALL FDS45.0K shares19.71%2025-12-312026-02-12history
SPYG SPDR SERIES TRUST57.1K shares-2.30%2025-12-312026-02-12history
SCHD SCHWAB STRATEGIC TR193.6K shares-9.01%2025-12-312026-02-12history
AGOX STARBOARD INVT TR174.2K shares-5.77%2025-12-312026-02-12history
TSLA TESLA INC11.0K shares3.27%2025-12-312026-02-12history
Sponsored
CASY CASEYS GEN STORES INC8.8K shares-12.06%2025-12-312026-02-12history
ALPHABET INC ALPHABET INC15.5K shares13.38%2025-12-312026-02-12history
UNP UNION PAC CORP20.4K shares-3.37%2025-12-312026-02-12history
IVE ISHARES TR22.2K shares40.83%2025-12-312026-02-12history
META META PLATFORMS INC7.1K shares13.10%2025-12-312026-02-12history
ABBV ABBVIE INC20.4K shares-9.19%2025-12-312026-02-12history
SCHZ SCHWAB STRATEGIC TR187.1K shares-0.55%2025-12-312026-02-12history
MOAT VANECK ETF TRUST42.0K shares-5.30%2025-12-312026-02-12history
Sponsored
IBM INTERNATIONAL BUSINESS MACHS14.0K shares-8.08%2025-12-312026-02-12history
SPYM SPDR SERIES TRUST51.1K shares8.03%2025-12-312026-02-12history
DYNF BLACKROCK ETF TRUST66.9K shares10.09%2025-12-312026-02-12history
CVX CHEVRON CORP NEW26.4K shares-3.65%2025-12-312026-02-12history
PEP PEPSICO INC25.8K shares-5.47%2025-12-312026-02-12history
STRV EA SERIES TRUST81.0K shares3.35%2025-12-312026-02-12history
EMR EMERSON ELEC CO26.3K shares-12.85%2025-12-312026-02-12history
NUE NUCOR CORP20.2K shares-7.67%2025-12-312026-02-12history
Sponsored
TDV PROSHARES TR37.7K shares-6.44%2025-12-312026-02-12history
XLG INVESCO EXCHANGE TRADED FD T54.6K shares9.26%2025-12-312026-02-12history
LECO LINCOLN ELEC HLDGS INC13.3K shares-10.66%2025-12-312026-02-12history
ICOW PACER FDS TR81.9K shares-6.00%2025-12-312026-02-12history
MSM MSC INDL DIRECT INC37.1K shares-11.50%2025-12-312026-02-12history
FLBL FRANKLIN TEMPLETON ETF TR132.1K shares-13.16%2025-12-312026-02-12history
AMGN AMGEN INC9.4K shares-16.74%2025-12-312026-02-12history
O REALTY INCOME CORP54.5K shares-10.60%2025-12-312026-02-12history
Sponsored
TCAF T ROWE PRICE ETF INC79.8K shares2.88%2025-12-312026-02-12history
STXK EA SERIES TRUST90.5K shares1.33%2025-12-312026-02-12history
FLTR VANECK ETF TRUST118.2K shares-10.35%2025-12-312026-02-12history
BROADCOM INC BROADCOM INC8.4K shares6.64%2025-12-312026-02-12history
TSN TYSON FOODS INC48.9K shares-9.92%2025-12-312026-02-12history
GGG GRACO INC34.8K shares-12.31%2025-12-312026-02-12history
MA MASTERCARD INCORPORATED5.0K shares-1.46%2025-12-312026-02-12history
ALB ALBEMARLE CORP20.1K shares-12.77%2025-12-312026-02-12history
Sponsored
VZ VERIZON COMMUNICATIONS INC69.6K shares-5.91%2025-12-312026-02-12history
CFR CULLEN FROST BANKERS INC22.2K shares-8.88%2025-12-312026-02-12history
PLTR PALANTIR TECHNOLOGIES INC15.8K shares-1.30%2025-12-312026-02-12history
MBSF VALUED ADVISERS TR109.2K shares-12.21%2025-12-312026-02-12history
GPC GENUINE PARTS CO22.5K shares-8.31%2025-12-312026-02-12history
SEMI COLUMBIA ETF TR I88.2K shares-10.82%2025-12-312026-02-12history
IEMG ISHARES INC39.8K shares15.52%2025-12-312026-02-12history
TXN TEXAS INSTRS INC15.4K shares-10.15%2025-12-312026-02-12history
Sponsored
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T13.9K shares0.05%2025-12-312026-02-12history
XTEN BONDBLOXX ETF TRUST55.6K shares0.14%2025-12-312026-02-12history
PNC PNC FINL SVCS GROUP INC12.3K shares0.00%2025-12-312026-02-12history
MCK MCKESSON CORP3.1K shares5.70%2025-12-312026-02-12history
EFV ISHARES TR35.7K shares-5.77%2025-12-312026-02-12history
IUSB ISHARES TR54.6K shares4.74%2025-12-312026-02-12history
BKE BUCKLE INC46.6K shares0.00%2025-12-312026-02-12history
BLACKSTONE INC BLACKSTONE INC16.1K shares-6.22%2025-12-312026-02-12history
Sponsored
BRO BROWN & BROWN INC30.5K shares-16.62%2025-12-312026-02-12history
RPM RPM INTL INC23.2K shares-9.43%2025-12-312026-02-12history
LLY ELI LILLY & CO2.2K shares-30.84%2025-12-312026-02-12history
XLV SELECT SECTOR SPDR TR15.2K shares1.45%2025-12-312026-02-12history
XLF SELECT SECTOR SPDR TR42.2K shares1.15%2025-12-312026-02-12history
TMO THERMO FISHER SCIENTIFIC INC4.0K shares-6.09%2025-12-312026-02-12history
LMT LOCKHEED MARTIN CORP4.7K shares-5.98%2025-12-312026-02-12history
STXT EA SERIES TRUST112.9K shares-1.86%2025-12-312026-02-12history
Sponsored
DOV DOVER CORP11.0K shares-11.21%2025-12-312026-02-12history
APD AIR PRODS & CHEMS INC8.6K shares-8.87%2025-12-312026-02-12history
HIGH SIMPLIFY EXCHANGE TRADED FUN93.0K shares-13.77%2025-12-312026-02-12history
MBB ISHARES TR20.1K shares2.72%2025-12-312026-02-12history
BSEP INNOVATOR ETFS TRUST38.4K shares-0.03%2025-12-312026-02-12history
NKE NIKE INC28.1K shares-12.19%2025-12-312026-02-12history
IWF ISHARES TR3.7K shares8.76%2025-12-312026-02-12history
QUAL ISHARES TR8.8K shares-43.98%2025-12-312026-02-12history
Sponsored
BAI BLACKROCK ETF TRUST48.4K shares10.96%2025-12-312026-02-12history
RGTI RIGETTI COMPUTING INC72.5K shares1.01%2025-12-312026-02-12history
ADBE ADOBE INC4.6K shares-21.29%2025-12-312026-02-12history
GLD SPDR GOLD TR4.0K shares51.70%2025-12-312026-02-12history
AMD ADVANCED MICRO DEVICES INC7.4K shares3.30%2025-12-312026-02-12history
SPMO INVESCO EXCH TRADED FD TR II13.1K shares63.45%2025-12-312026-02-12history
INTC INTEL CORP41.4K shares0.89%2025-12-312026-02-12history
BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-02-12history
Sponsored
THRO BLACKROCK ETF TRUST38.7K shares9.23%2025-12-312026-02-12history
FLRT PACER FDS TR31.5K shares23.19%2025-12-312026-02-12history
BINC BLACKROCK ETF TRUST II27.5K shares3.34%2025-12-312026-02-12history
XOM EXXON MOBIL CORP11.9K shares1.18%2025-12-312026-02-12history
HD HOME DEPOT INC4.1K shares16.64%2025-12-312026-02-12history
MAIN MAIN STR CAP CORP23.1K shares3.33%2025-12-312026-02-12history
NOBL PROSHARES TR12.9K shares-8.40%2025-12-312026-02-12history
V VISA INC3.8K shares17.60%2025-12-312026-02-12history
Sponsored
GLDM WORLD GOLD TR15.4K shares5.45%2025-12-312026-02-12history
LOW LOWES COS INC5.4K shares-1.56%2025-12-312026-02-12history
SPY SPDR S&P 500 ETF TR1.9K shares-49.25%2025-12-312026-02-12history
IAGG ISHARES TR24.0K shares5.21%2025-12-312026-02-12history
ORCL ORACLE CORP6.1K shares30.56%2025-12-312026-02-12history
UDEC INNOVATOR ETFS TRUST29.5K shares-64.37%2025-12-312026-02-12history
STXM EA SERIES TRUST40.5K shares-7.08%2025-12-312026-02-12history
MERCK & CO INC MERCK & CO INC10.7K shares9.12%2025-12-312026-02-12history
Sponsored
BDEC INNOVATOR ETFS TRUST22.5K shares-63.07%2025-12-312026-02-12history
AGG ISHARES TR11.2K sharesnew addition2025-12-312026-02-12history
SPGI S&P GLOBAL INC2.1K shares-2.52%2025-12-312026-02-12history
STZ CONSTELLATION BRANDS INC7.8K shares-9.64%2025-12-312026-02-12history
POCT INNOVATOR ETFS TRUST24.5K shares67.36%2025-12-312026-02-12history
ZOCT INNOVATOR ETFS TRUST39.9K shares0.00%2025-12-312026-02-12history
APOC INNOVATOR ETFS TRUST39.7K shares0.00%2025-12-312026-02-12history
VLTO VERALTO CORP10.2K shares-3.85%2025-12-312026-02-12history
Sponsored
DECT AIM ETF PRODUCTS TRUST27.4K shares-65.69%2025-12-312026-02-12history
MU MICRON TECHNOLOGY INC3.4K shares15.36%2025-12-312026-02-12history
SPYV SPDR SERIES TRUST17.0K shares0.07%2025-12-312026-02-12history
GAUG FIRST TR EXCHNG TRADED FD VI24.6K shares-65.94%2025-12-312026-02-12history
DE DEERE & CO2.1K shares0.00%2025-12-312026-02-12history
UMAR INNOVATOR ETFS TRUST24.0K shares-65.96%2025-12-312026-02-12history
STXE EA SERIES TRUST26.5K shares-0.15%2025-12-312026-02-12history
MO ALTRIA GROUP INC16.3K shares8.37%2025-12-312026-02-12history
Sponsored
CAT CATERPILLAR INC1.6K shares-1.64%2025-12-312026-02-12history
CRWD CROWDSTRIKE HLDGS INC2.0K shares5.31%2025-12-312026-02-12history
SCHG SCHWAB STRATEGIC TR26.9K shares4.35%2025-12-312026-02-12history
PTRB PGIM ETF TR20.6K shares0.00%2025-12-312026-02-12history
PJAN INNOVATOR ETFS TRUST17.8K shares101.04%2025-12-312026-02-12history
SCHX SCHWAB STRATEGIC TR29.6K shares-2.40%2025-12-312026-02-12history
XLK SELECT SECTOR SPDR TR5.2K shares99.92%2025-12-312026-02-12history
IWO ISHARES TR2.3K shares0.00%2025-12-312026-02-12history
Sponsored
LNG CHENIERE ENERGY INC3.8K shares-6.98%2025-12-312026-02-12history
MCD MCDONALDS CORP2.4K shares13.56%2025-12-312026-02-12history
NEE NEXTERA ENERGY INC9.1K shares-0.09%2025-12-312026-02-12history
DVY ISHARES TR5.1K shares0.04%2025-12-312026-02-12history
AOS SMITH A O CORP10.8K shares-10.79%2025-12-312026-02-12history
ABT ABBOTT LABS5.7K shares18.20%2025-12-312026-02-12history
MDY SPDR S&P MIDCAP 400 ETF TR1.2K shares-8.34%2025-12-312026-02-12history
ROP ROPER TECHNOLOGIES INC1.6K shares-9.34%2025-12-312026-02-12history
Sponsored
IWP ISHARES TR5.0K shares-2.05%2025-12-312026-02-12history
JCPB J P MORGAN EXCHANGE TRADED F14.5K sharesnew addition2025-12-312026-02-12history
FXH FIRST TR EXCHANGE TRADED FD5.9K shares-3.49%2025-12-312026-02-12history
EPS WISDOMTREE TR9.5K sharesnew addition2025-12-312026-02-12history
AGGY WISDOMTREE TR15.2K sharesnew addition2025-12-312026-02-12history
GE AEROSPACE GE AEROSPACE2.2K shares12.25%2025-12-312026-02-12history
NOW SERVICENOW INC4.3K shares420.80%2025-12-312026-02-12history
LULU LULULEMON ATHLETICA INC3.0K shares-7.54%2025-12-312026-02-12history
Sponsored
UBER UBER TECHNOLOGIES INC7.5K shares13.92%2025-12-312026-02-12history
KO COCA COLA CO8.6K shares48.71%2025-12-312026-02-12history
SNPS SYNOPSYS INC1.3K shares-23.02%2025-12-312026-02-12history
IWD ISHARES TR2.8K shares0.00%2025-12-312026-02-12history
SHLD GLOBAL X FDS9.2K shares10.18%2025-12-312026-02-12history
JGRO J P MORGAN EXCHANGE TRADED F6.2K sharesnew addition2025-12-312026-02-12history
IWB ISHARES TR1.5K shares0.00%2025-12-312026-02-12history
STIP ISHARES TR5.6K sharesnew addition2025-12-312026-02-12history
Sponsored
VANGUARD INDEX FDS VANGUARD INDEX FDS902 shares-50.03%2025-12-312026-02-12history
PAPR INNOVATOR ETFS TRUST14.3K sharesnew addition2025-12-312026-02-12history
FNDX SCHWAB STRATEGIC TR20.5K shares-1.85%2025-12-312026-02-12history
USB US BANCORP DEL10.5K shares-18.10%2025-12-312026-02-12history
IWN ISHARES TR3.0K shares0.00%2025-12-312026-02-12history
SCUS SCHWAB STRATEGIC TR21.3K sharesnew addition2025-12-312026-02-12history
ARM ARM HOLDINGS PLC4.8K shares-0.10%2025-12-312026-02-12history
NFLX NETFLIX INC5.6K shares999.81%2025-12-312026-02-12history
Sponsored
SCHW SCHWAB CHARLES CORP5.2K shares20.55%2025-12-312026-02-12history
JIRE J P MORGAN EXCHANGE TRADED F6.9K sharesnew addition2025-12-312026-02-12history
BAC BANK AMERICA CORP9.3K shares15.61%2025-12-312026-02-12history
RDVY FIRST TR EXCHANGE TRADED FD7.4K shares9.21%2025-12-312026-02-12history
T AT&T INC19.9K shares64.15%2025-12-312026-02-12history
IWS ISHARES TR3.5K shares0.00%2025-12-312026-02-12history
MTBA SIMPLIFY EXCHANGE TRADED FUN9.8K sharesnew addition2025-12-312026-02-12history
CSM PROSHARES TR6.1K shares0.03%2025-12-312026-02-12history
Sponsored
EMB ISHARES TR5.1K shares2.02%2025-12-312026-02-12history
PJUL INNOVATOR ETFS TRUST10.4K sharesnew addition2025-12-312026-02-12history
JFLX J P MORGAN EXCHANGE TRADED F9.6K sharesnew addition2025-12-312026-02-12history
MEDTRONIC PLC MEDTRONIC PLC5.0K sharesnew addition2025-12-312026-02-12history
PSA PUBLIC STORAGE OPER CO1.9K shares0.16%2025-12-312026-02-12history
SCHF SCHWAB STRATEGIC TR19.6K shares-1.96%2025-12-312026-02-12history
JGLO J P MORGAN EXCHANGE TRADED F6.9K sharesnew addition2025-12-312026-02-12history
QCOM QUALCOMM INC2.7K shares-0.18%2025-12-312026-02-12history
Sponsored
WTPI WISDOMTREE TR14.1K sharesnew addition2025-12-312026-02-12history
TSM TAIWAN SEMICONDUCTOR MFG LTD1.5K shares0.00%2025-12-312026-02-12history
AGGH SIMPLIFY EXCHANGE TRADED FUN22.3K sharesnew addition2025-12-312026-02-12history
WPC WP CAREY INC7.2K shares2.78%2025-12-312026-02-12history
BAPR INNOVATOR ETFS TRUST9.5K shares0.00%2025-12-312026-02-12history
SPOT SPOTIFY TECHNOLOGY S A753 shares0.00%2025-12-312026-02-12history
MDYG SPDR SERIES TRUST4.7K shares-14.69%2025-12-312026-02-12history
IEFA ISHARES TR4.8K sharesnew addition2025-12-312026-02-12history
Sponsored
PG PROCTER AND GAMBLE CO2.9K shares40.86%2025-12-312026-02-12history
JAVA J P MORGAN EXCHANGE TRADED F5.8K sharesnew addition2025-12-312026-02-12history
MDYV SPDR SERIES TRUST4.9K shares-17.08%2025-12-312026-02-12history
AMP AMERIPRISE FINL INC827 shares0.00%2025-12-312026-02-12history
SPSM SPDR SERIES TRUST8.5K shares0.53%2025-12-312026-02-12history
OMC OMNICOM GROUP INC4.9K sharesnew addition2025-12-312026-02-12history
MMD NYLI MACKAY DEFINEDTERM MUNI26.4K shares0.00%2025-12-312026-02-12history
USMV ISHARES TR4.2K shares2.59%2025-12-312026-02-12history
Sponsored
UNH UNITEDHEALTH GROUP INC1.2K sharesnew addition2025-12-312026-02-12history
VUG VANGUARD INDEX FDS786 shares0.00%2025-12-312026-02-12history
SLYV SPDR SERIES TRUST4.2K shares-17.91%2025-12-312026-02-12history
INOD INNODATA INC7.4K shares-5.34%2025-12-312026-02-12history
BA BOEING CO1.7K shares-55.09%2025-12-312026-02-12history
PEG PUBLIC SVC ENTERPRISE GRP IN4.7K shares0.00%2025-12-312026-02-12history
RTX RTX CORPORATION2.0K shares0.00%2025-12-312026-02-12history
TJX TJX COS INC NEW2.4K shares-10.83%2025-12-312026-02-12history
Sponsored
CSCO CISCO SYS INC4.7K shares13.52%2025-12-312026-02-12history
ROK ROCKWELL AUTOMATION INC934 shares0.00%2025-12-312026-02-12history
VTV VANGUARD INDEX FDS1.9K shares16.88%2025-12-312026-02-12history
SUN SUNOCO LP/SUNOCO FIN CORP6.9K shares-4.89%2025-12-312026-02-12history
SLYG SPDR SERIES TRUST3.8K shares43.79%2025-12-312026-02-12history
NSC NORFOLK SOUTHN CORP1.2K shares-3.34%2025-12-312026-02-12history
IJR ISHARES TR2.9K shares-13.17%2025-12-312026-02-12history
PAUG INNOVATOR ETFS TRUST8.1K shares0.00%2025-12-312026-02-12history
Sponsored
FUNDVANTAGE TR FUNDVANTAGE TR14.5K sharesnew addition2025-12-312026-02-12history
REGL PROSHARES TR4.0K shares-2.29%2025-12-312026-02-12history
AXP AMERICAN EXPRESS CO897 sharesnew addition2025-12-312026-02-12history
XLE SELECT SECTOR SPDR TR7.3K shares43.80%2025-12-312026-02-12history
FVD FIRST TR EXCHANGE-TRADED FD7.1K shares6.33%2025-12-312026-02-12history
GEV GE VERNOVA INC495 shares-57.55%2025-12-312026-02-12history
SPDR SERIES TRUST SPDR SERIES TRUST3.3K shares-2.13%2025-12-312026-02-12history
IJH ISHARES TR4.8K shares-1.85%2025-12-312026-02-12history
Sponsored
ISHARES GOLD TR ISHARES GOLD TR3.8K shares9.39%2025-12-312026-02-12history
SPMD SPDR SERIES TRUST5.2K shares0.00%2025-12-312026-02-12history
FNDF SCHWAB STRATEGIC TR6.5K shares-2.82%2025-12-312026-02-12history
QHY WISDOMTREE TR6.1K sharesnew addition2025-12-312026-02-12history
SHOP SHOPIFY INC1.7K shares-41.72%2025-12-312026-02-12history
KLAC KLA CORP229 shares8.02%2025-12-312026-02-12history
QTUM ETF SER SOLUTIONS2.5K sharesnew addition2025-12-312026-02-12history
PM PHILIP MORRIS INTL INC1.7K shares11.28%2025-12-312026-02-12history
Sponsored
QUBT QUANTUM COMPUTING INC26.4K sharesnew addition2025-12-312026-02-12history
KKR & CO INC KKR & CO INC2.1K shares-8.52%2025-12-312026-02-12history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND966 sharesnew addition2025-12-312026-02-12history
HRL HORMEL FOODS CORP10.7K shares0.75%2025-12-312026-02-12history
BSV VANGUARD BD INDEX FDS3.2K shares-3.66%2025-12-312026-02-12history
ISRG INTUITIVE SURGICAL INC434 sharesnew addition2025-12-312026-02-12history
MDLZ MONDELEZ INTL INC4.6K shares-0.44%2025-12-312026-02-12history
NEM NEWMONT CORP2.4K shares-6.20%2025-12-312026-02-12history
Sponsored
BJAN INNOVATOR ETFS TRUST4.3K shares-43.05%2025-12-312026-02-12history
ITOT ISHARES TR1.6K shares0.00%2025-12-312026-02-12history
COP CONOCOPHILLIPS2.5K shares0.00%2025-12-312026-02-12history
JEPQ J P MORGAN EXCHANGE TRADED F4.0K sharesnew addition2025-12-312026-02-12history
JMEE J P MORGAN EXCHANGE TRADED F3.6K sharesnew addition2025-12-312026-02-12history
FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD16.2K sharesnew addition2025-12-312026-02-12history
TTWO TAKE-TWO INTERACTIVE SOFTWAR893 shares-31.94%2025-12-312026-02-12history
FSCO FS CREDIT OPPORTUNITIES CORP36.0K shares0.00%2025-12-312026-02-12history
Sponsored
HYIN WISDOMTREE TR14.2K sharesnew addition2025-12-312026-02-12history
PULS PGIM ETF TR4.5K shares0.00%2025-12-312026-02-12history
DELL DELL TECHNOLOGIES INC1.8K shares12.06%2025-12-312026-02-12history
EMLC VANECK ETF TRUST8.4K sharesnew addition2025-12-312026-02-12history
HDV ISHARES TR1.8K shares2.29%2025-12-312026-02-12history
PFFD GLOBAL X FDS11.3K sharesnew addition2025-12-312026-02-12history
FPX FIRST TR EXCHANGE-TRADED FD1.3K shares4.95%2025-12-312026-02-12history
VIG VANGUARD SPECIALIZED FUNDS943 sharesnew addition2025-12-312026-02-12history
Sponsored
LPLA LPL FINL HLDGS INC579 sharesnew addition2025-12-312026-02-12history
HYLB DBX ETF TR5.6K sharesnew addition2025-12-312026-02-12history
LAM RESEARCH CORP LAM RESEARCH CORP1.2K sharesnew addition2025-12-312026-02-12history
DIS DISNEY WALT CO1.8K shares-3.98%2025-12-312026-02-12history
DSL DOUBLELINE INCOME SOLUTIONS13.5K shares-0.74%2025-12-312026-02-12history
AGNC AGNC INVT CORP12.0K shares-3.68%2025-12-312026-02-12history
PSEC PROSPECT CAP CORP15.4K sharesnew addition2025-12-312026-02-12history
STXS STEREOTAXIS INC12.7K sharesnew addition2025-12-312026-02-12history
Sponsored

Call Option Holdings
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Put Option Holdings
No put option holdings data available
TradeFomo Institution Holdings Analysis: WealthPLAN Partners, LLC | TradeFomo