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Home > Institutional Investor > Wealthplan Investment Management, Llc > Profile

Instuitional Investor - Wealthplan Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Wealthplan Investment Management, Llc
Portfolio Value $624,313,622
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 275,686 $53,077,733 8.5%
2.
Nucor Corp
 NUE 74,505 $12,966,898 2.07%
3.
Msc Industrial Direct Co Inc
 MSM 126,395 $12,798,786 2.05%
4.
Berkshire Hathaway Inc
 BRK.A 35,456 $12,645,707 2.02%
5.
Pepsico Inc
 PEP 71,228 $12,097,446 1.93%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)