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WealthPLAN Partners, LLC

All holdings · as of Dec 31, 2025

272 positions

CompanyClassValueShares% of portfolio
LINCOLN ELECTRIC HOLDINGS INC$3.18M13,2720.5%
PACER FDS TR$3.17M81,8990.5%
MSC Industrial Direct Co., Inc.$3.12M37,0880.5%
FRANKLIN TEMPLETON ETF TR$3.09M132,1340.5%
AMGEN INC$3.07M9,3940.5%
REALTY INCOME CORP$3.07M54,4710.5%
T ROWE PRICE ETF INC$3.05M79,7910.5%
EA SERIES TRUST$3.01M90,5100.4%
VANECK ETF TRUST$3.01M118,1810.4%
Broadcom Inc.$2.91M8,4160.4%
TYSON FOODS INC$2.87M48,9330.4%
GRACO INC$2.85M34,8010.4%
Mastercard Inc$2.85M4,9850.4%
ALBEMARLE CORP$2.84M20,1100.4%
VERIZON COMMUNICATIONS INC$2.83M69,5580.4%
CULLEN/FROST BANKERS, INC.$2.81M22,2270.4%
Palantir Technologies Inc$2.81M15,8300.4%
VALUED ADVISERS TR$2.80M109,2200.4%
GENUINE PARTS CO$2.77M22,5310.4%
COLUMBIA ETF TR I$2.70M88,2050.4%
ISHARES INC$2.68M39,8270.4%
TEXAS INSTRUMENTS INC$2.67M15,4150.4%
INVESCO EXCHANGE TRADED FD T$2.65M13,8530.4%
BONDBLOXX ETF TRUST$2.57M55,5860.4%
The PNC Financial Services Group, Inc.$2.56M12,2620.4%
MCKESSON CORP$2.55M3,1130.4%
ISHARES TR$2.55M35,7440.4%
ISHARES TR$2.54M54,6320.4%
BUCKLE INC$2.49M46,6250.4%
Blackstone Inc$2.48M16,0700.4%
BROWN & BROWN, INC.$2.43M30,4910.4%
RPM International Inc$2.41M23,1590.4%
ELI LILLY & Co$2.40M2,2290.4%
SELECT SECTOR SPDR TR$2.36M15,2250.4%
SELECT SECTOR SPDR TR$2.31M42,1680.3%
THERMO FISHER SCIENTIFIC INC.$2.30M3,9760.3%
LOCKHEED MARTIN CORP$2.30M4,7490.3%
EA SERIES TRUST$2.27M112,9360.3%
DOVER Corp$2.15M10,9970.3%
Air Products & Chemicals, Inc.$2.12M8,6010.3%
SIMPLIFY EXCHANGE TRADED FUN$2.08M93,0140.3%
ISHARES TR$1.91M20,1040.3%
INNOVATOR ETFS TRUST$1.89M38,3630.3%
NIKE, Inc.$1.79M28,0500.3%
ISHARES TR$1.74M3,6750.3%
iShares MSCI UAE ETF$1.74M8,7500.3%
BLACKROCK ETF TRUST$1.61M48,3830.2%
Rigetti Computing, Inc.$1.61M72,5000.2%
ADOBE INC.$1.61M4,5870.2%
SPDR GOLD TR$1.59M4,0200.2%
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