Portfolio (Quarterly)
Guide ↗
WealthPLAN Partners, LLC
· CIK 0001639943| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | STIP | ISHARES TR | — | 5,587 | $572K | 0.09% | SOLD |
| 22 | IWN | ISHARES TR | — | 2,968 | $538K | 0.08% | SOLD |
| 23 | SCUS | SCHWAB STRATEGIC TR | — | 21,293 | $536K | 0.08% | SOLD |
| 24 | ARM | ARM HOLDINGS PLC | Technology | 4,850 | $530K | 0.08% | SOLD |
| 25 | IWS | ISHARES TR | — | 3,497 | $493K | 0.07% | SOLD |
| 26 | EMB | ISHARES TR | — | 5,052 | $486K | 0.07% | SOLD |
| 27 | MDT | MEDTRONIC PLC | Healthcare | 5,011 | $481K | 0.07% | SOLD |
| 28 | QCOM | QUALCOMM INC | Technology | 2,719 | $465K | 0.07% | SOLD |
| 29 | MDYG | SPDR SERIES TRUST | — | 4,726 | $437K | 0.07% | SOLD |
| 30 | MDYV | SPDR SERIES TRUST | — | 4,899 | $415K | 0.06% | SOLD |
| 31 | AMP | AMERIPRISE FINL INC | Financial Services | 827 | $406K | 0.06% | SOLD |
| 32 | SPSM | SPDR SERIES TRUST | — | 8,533 | $400K | 0.06% | SOLD |
| 33 | USMV | ISHARES TR | — | 4,160 | $392K | 0.06% | SOLD |
| 34 | VUG | VANGUARD INDEX FDS | — | 786 | $383K | 0.06% | SOLD |
| 35 | SLYV | SPDR SERIES TRUST | — | 4,202 | $382K | 0.06% | SOLD |
| 36 | INOD | INNODATA INC | Technology | 7,427 | $378K | 0.06% | SOLD |
| 37 | PEG | PUBLIC SVC ENTERPRISE GRP IN | Utilities | 4,671 | $375K | 0.06% | SOLD |
| 38 | TJX | TJX COS INC NEW | Consumer Cyclical | 2,372 | $364K | 0.05% | SOLD |
| 39 | VTV | VANGUARD INDEX FDS | — | 1,890 | $361K | 0.05% | SOLD |
| 40 | SLYG | SPDR SERIES TRUST | — | 3,819 | $360K | 0.05% | SOLD |
Sector Allocation
Technology
29.7%
Financial Services
14.2%
Consumer Cyclical
11.3%
Industrials
10.4%
Consumer Defensive
9.6%
Healthcare
7.8%
Communication Services
7.4%
Energy
4.0%
Basic Materials
3.5%
Real Estate
1.5%