Portfolio (Quarterly)
Guide ↗
WealthPLAN Partners, LLC
· CIK 0001639943| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | IJR | ISHARES TR | — | 2,946 | $354K | 0.05% | SOLD |
| 42 | PCFI | FUNDVANTAGE TR | — | 14,478 | $342K | 0.05% | SOLD |
| 43 | REGL | PROSHARES TR | — | 4,049 | $341K | 0.05% | SOLD |
| 44 | JNK | SPDR SERIES TRUST | — | 3,306 | $321K | 0.05% | SOLD |
| 45 | IJH | ISHARES TR | — | 4,769 | $315K | 0.05% | SOLD |
| 46 | SPMD | SPDR SERIES TRUST | — | 5,230 | $303K | 0.04% | SOLD |
| 47 | SHOP | SHOPIFY INC | Technology | 1,746 | $281K | 0.04% | SOLD |
| 48 | QTUM | ETF SER SOLUTIONS | — | 2,520 | $276K | 0.04% | SOLD |
| 49 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,716 | $275K | 0.04% | SOLD |
| 50 | QUBT | QUANTUM COMPUTING INC | Technology | 26,427 | $271K | 0.04% | SOLD |
| 51 | KKR | KKR & CO INC | Financial Services | 2,082 | $265K | 0.04% | SOLD |
| 52 | ACN | ACCENTURE PLC IRELAND | Technology | 966 | $259K | 0.04% | SOLD |
| 53 | BSV | VANGUARD BD INDEX FDS | — | 3,189 | $251K | 0.04% | SOLD |
| 54 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 4,561 | $246K | 0.04% | SOLD |
| 55 | NEM | NEWMONT CORP | Basic Materials | 2,437 | $243K | 0.04% | SOLD |
| 56 | ITOT | ISHARES TR | — | 1,587 | $236K | 0.04% | SOLD |
| 57 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 893 | $229K | 0.03% | SOLD |
| 58 | PULS | PGIM ETF TR | — | 4,531 | $225K | 0.03% | SOLD |
| 59 | DELL | DELL TECHNOLOGIES INC | Technology | 1,756 | $221K | 0.03% | SOLD |
| 60 | HDV | ISHARES TR | — | 1,783 | $217K | 0.03% | 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%