WealthPLAN Partners, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ADVANCED MICRO DEVICES INC | $1.57M | 0.2% |
| INVESCO EXCH TRADED FD TR II | $1.56M | 0.2% |
| INTEL CORP | $1.53M | 0.2% |
| BERKSHIRE HATHAWAY INC DEL | $1.51M | 0.2% |
| BLACKROCK ETF TRUST | $1.49M | 0.2% |
| PACER FDS TR | $1.48M | 0.2% |
| BLACKROCK ETF TRUST II | $1.45M | 0.2% |
| EXXON MOBIL CORP | $1.43M | 0.2% |
| HOME DEPOT, INC. | $1.40M | 0.2% |
| Main Street Capital CORPMAIN | $1.39M | 0.2% |
| PROSHARES TR | $1.34M | 0.2% |
| Visa Inc | $1.32M | 0.2% |
| WORLD GOLD TR | $1.32M | 0.2% |
| LOWES COMPANIES INC | $1.31M | 0.2% |
| SPDR S&P 500 ETF TR | $1.29M | 0.2% |
| ISHARES TR | $1.20M | 0.2% |
| ORACLE CORP | $1.19M | 0.2% |
| INNOVATOR ETFS TRUST | $1.17M | 0.2% |
| EA SERIES TRUST | $1.15M | 0.2% |
| Merck & Co., Inc. | $1.13M | 0.2% |
| INNOVATOR ETFS TRUST | $1.12M | 0.2% |
| ISHARES TR | $1.12M | 0.2% |
| S&P Global Inc. | $1.11M | 0.2% |
| CONSTELLATION BRANDS, INC. | $1.08M | 0.2% |
| INNOVATOR ETFS TRUST | $1.08M | 0.2% |
| INNOVATOR ETFS TRUST | $1.07M | 0.2% |
| INNOVATOR ETFS TRUST | $1.04M | 0.2% |
| Veralto Corp | $1.01M | 0.2% |
| AIM ETF PRODUCTS TRUST | $1.00M | 0.1% |
| MICRON TECHNOLOGY INC | $973.0K | 0.1% |
| SPDR SERIES TRUST | $968.2K | 0.1% |
| First Trust Exchange-Traded Fund VIII | $963.8K | 0.1% |
| DEERE & CO | $960.4K | 0.1% |
| INNOVATOR ETFS TRUST | $959.7K | 0.1% |
| EA SERIES TRUST | $950.4K | 0.1% |
| ALTRIA GROUP, INC. | $939.2K | 0.1% |
| CATERPILLAR INC | $930.5K | 0.1% |
| CrowdStrike Holdings, Inc. | $920.2K | 0.1% |
| SCHWAB STRATEGIC TR | $877.7K | 0.1% |
| PGIM ETF TR | $866.1K | 0.1% |
| INNOVATOR ETFS TRUST | $835.5K | 0.1% |
| SCHWAB STRATEGIC TR | $796.7K | 0.1% |
| SELECT SECTOR SPDR TR | $743.2K | 0.1% |
| ISHARES TR | $742.0K | 0.1% |
| Cheniere Energy, Inc. | $730.8K | 0.1% |
| MCDONALD'S CORP | $726.7K | 0.1% |
| NEXTERA ENERGY INC | $726.5K | 0.1% |
| ISHARES TR | $723.6K | 0.1% |
| SMITH A O CORP | $720.8K | 0.1% |
| ABBOTT LABORATORIES | $713.8K | 0.1% |