Fund HoldingsWealthPLAN Partners, LLC

Total Portfolio Value
$647.86M
Total Bought
$49.25M
Total Sold
$154.26M
Net Transaction
-$105.01M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
PGIM ETF TR
AAA CLO ETF
74,138178,769+104,6313,8049,1981.42%+5,394
NVIDIA CORPORATION(NVDA)092,466+92,466014,6092.25%+14,609
TYSON FOODS INC(TSN)052,198+52,19802,9200.45%+2,920
NORTHERN LTS FD TR IV
MAIN SECTR ROTN
0320,140+320,140018,5912.87%+18,591
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
065,480+65,48002,4220.37%+2,422
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
060,191+60,19102,4160.37%+2,416
PGIM ROCK ETF TR
S&P 500 BUFFER
085,769+85,76902,4140.37%+2,414
INNOVATOR ETFS TRUST
US EQT ULTRA BF
063,970+63,97002,4060.37%+2,406
MICROSOFT CORP(MSFT)019,278+19,27809,5891.48%+9,589
INVESCO QQQ TR018,913+18,913010,4331.61%+10,433
ISHARES TR066,133+66,13307,2811.12%+7,281
BLACKROCK ETF TRUST
ISHA US THEM ETF
033,996+33,99601,2100.19%+1,210
BONDBLOXX ETF TRUST
BLOOMBERG TEN YR
23,07349,455+26,3821,0752,2830.35%+1,208
ISHARES INC
CORE MSCI EMKT
21,49738,583+17,0861,1602,3160.36%+1,156
ISHARES TR045,298+45,29802,8760.44%+2,876
BROADCOM INC(AVGO)07,329+7,32902,0200.31%+2,020
ISHARES TR
CORE INTL AGGR
020,205+20,20501,0320.16%+1,032
ISHARES TR020,551+20,551012,7601.97%+12,760
AMAZON COM INC(AMZN)060,434+60,434013,2592.05%+13,259
EA SERIES TRUST
STRIVE 1000 GRWT
0126,456+126,45605,8200.90%+5,820
PALANTIR TECHNOLOGIES INC(PLTR)15,71815,430-2881,3272,1030.32%+777
ALPHABET INC(GOOG)013,791+13,79102,4300.38%+2,430
NORTHERN LTS FD TR IV
MAIN BUYWRITE
231,700267,995+36,2953,1813,7630.58%+581
META PLATFORMS INC(META)06,189+6,18904,5680.71%+4,568
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
15,74123,264+7,5237241,2120.19%+488
BLACKROCK ETF TRUST
ISHA I IN TE ETF
016,793+16,79304840.07%+484
ISHARES TR13,23915,128+1,8892,5232,9560.46%+433
RIGETTI COMPUTING INC(RGTI)29,92655,787+25,8612376620.10%+425
EMERSON ELEC CO(EMR)031,219+31,21904,1620.64%+4,162
NYLI MACKAY DEFINEDTERM MUNI(MMD)027,771+27,77104110.06%+411
EA SERIES TRUST
STRIVE 500 ETF
64,74968,517+3,7682,3352,7450.42%+410
VANGUARD WHITEHALL FDS21,53723,724+2,1872,7773,1630.49%+385
ARM HOLDINGS PLC05,051+5,05108170.13%+817
ISHARES TR
MSCI USA QLT FCT
16,58017,453+8732,8333,1910.49%+357
MCKESSON CORP(MCK)2,4952,778+2831,6792,0360.31%+357
BLACKROCK ETF TRUST
ISHARES US EQUIT
050,839+50,83902,7690.43%+2,769
UBER TECHNOLOGIES INC(UBER)03,721+3,72103470.05%+347
PGIM ETF TR
PGIM ULTRA SH BD
06,542+6,54203260.05%+326
BUCKLE INC(BKE)046,620+46,62002,1140.33%+2,114
ORACLE CORP(ORCL)03,789+3,78908280.13%+828
ADVANCED MICRO DEVICES INC(AMD)06,558+6,55809310.14%+931
ISHARES TR
MSCI USA MIN ETF
03,163+3,16302970.05%+297
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
12,50013,546+1,0462,1652,4620.38%+296
PGIM ROCK ETF TR
S&P 500 BUFFER
010,476+10,47602910.04%+291
PGIM ROCK ETF TR
S&P 500 BUFFER
09,700+9,70002890.04%+289
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,447+2,44706200.10%+620
T ROWE PRICE ETF INC
CAP APPRECIATION
73,76075,266+1,5062,3812,6550.41%+274
NETFLIX INC(NFLX)0443+44305930.09%+593
PROSHARES TR
S&P 500 DV ARIST
014,428+14,42801,4530.22%+1,453
CROWDSTRIKE HLDGS INC(CRWD)1,4381,485+475077560.12%+249
EA SERIES TRUST
STRI 1000 VA ETF
172,166178,397+6,2315,2535,4990.85%+246
JPMORGAN CHASE & CO.(JPM)25,24722,195-3,0526,1936,4340.99%+241
TESLA INC(TSLA)010,563+10,56303,3550.52%+3,355
DISNEY WALT CO(DIS)01,871+1,87102320.04%+232
HONEYWELL INTL INC(HON)0981+98102280.04%+228
PGIM ROCK ETF TR
S&P 500 BUFFER
07,933+7,93302280.04%+228
ISHARES TR
0-5 YR TIPS ETF
02,188+2,18802250.03%+225
PACER FDS TR
ARIST HIGH ETF
16,77221,290+4,5187901,0130.16%+224
NORTHERN LTS FD TR IV
MAIN THEMATC IN
037,499+37,49908760.14%+876
ISHARES TR03,410+3,41001,4480.22%+1,448
EA SERIES TRUST
STRIVE SML CAP
86,76489,231+2,4672,4912,7080.42%+217
LPL FINL HLDGS INC(LPLA)0578+57802170.03%+217
3M CO(MMM)01,335+1,33502030.03%+203
SHOPIFY INC(SHOP)01,740+1,74002010.03%+201
INVESCO EXCH TRADED FD TR II07,808+7,80808780.14%+878
ISHARES TR05,383+5,38307470.12%+747
ISHARES TR02,414+2,41406900.11%+690
SPOTIFY TECHNOLOGY S A(SPOT)75375304145780.09%+164
ISHARES TR05,813+5,81301,0070.16%+1,007
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
06,696+6,69604200.06%+420
MICRON TECHNOLOGY INC(MU)02,975+2,97503670.06%+367
PNC FINL SVCS GROUP INC(PNC)012,603+12,60302,3500.36%+2,350
ISHARES TR03,175+3,17505010.08%+501
SPDR SERIES TRUST
ST STR P500VAL
16,54718,326+1,7798459590.15%+114
ISHARES TR03,760+3,76004970.08%+497
ARCHER DANIELS MIDLAND CO023,402+23,40201,2350.19%+1,235
EA SERIES TRUST
STRIVE EMERGING
026,473+26,47308210.13%+821
ISHARES TR011,525+11,52501,2910.20%+1,291
SCHWAB STRATEGIC TR024,437+24,43707140.11%+714
SCHWAB STRATEGIC TR030,440+30,44007440.11%+744
INNOVATOR ETFS TRUST
US EQTY BUF SEP
037,711+37,71101,7030.26%+1,703
DEERE & CO(DE)2,4812,471-101,1641,2570.19%+92
SELECT SECTOR SPDR TR
ST STR FINL ETF
41,60641,261-3452,0722,1610.33%+88
HANESBRANDS INC017,140+17,1400790.01%+79
SPDR S&P MIDCAP 400 ETF TR(MDY)01,308+1,30807410.11%+741
MAIN STR CAP CORP(MAIN)022,259+22,25901,3160.20%+1,316
ISHARES TR2,5823,301+7192603320.05%+72
BANK AMERICA CORP09,648+9,64804570.07%+457
CATERPILLAR INC(CAT)01,102+1,10204280.07%+428
COCA COLA CO(KO)05,006+5,00603540.05%+354
SCHWAB CHARLES CORP(SCHW)4,3144,375+613383990.06%+61
ROCKWELL AUTOMATION INC(ROK)0959+95903190.05%+319
SPDR SERIES TRUST
ST STR SP600 SML
08,420+8,42003590.06%+359
SELECT SECTOR SPDR TR
ST STR ENERG ETF
04,024+4,02403410.05%+341
GE AEROSPACE(GE)2,1981,896-3024404880.08%+48
AMERICAN EXPRESS CO(AXP)88088002372810.04%+44
PROSHARES TR
LARGE CAP CRE
06,129+6,12904320.07%+432
AMERIPRISE FINL INC(AMP)80080003874270.07%+40
US BANCORP DEL(USB)012,522+12,52205670.09%+567
INNOVATOR ETFS TRUST
US EQTY PWR BUF
014,664+14,66406060.09%+606
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