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David Peterson

@Wealthplan Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$744.802MTotal holdings255
Assets growth rate-20.03%Assets growth rate (2-Q avg)-11.79%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthplan Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 255 positions.

Assets under management

The assets under management (AUM) of Wealthplan Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 744.802M in assets, with a quarterly growth rate of -20.03% and a 2-quarter average growth rate of -11.79%. The portfolio is managed by David Peterson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HELOJ P Morgan Exchange Traded F
Recent Activity
New Position
1.38%
$10.257M
167,760 shares@ $61.14 avg price
FSEPFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.66%
$4.846M
107,828 shares@ $44.94 avg price
MBSFValued Advisers Tr
Recent Activity
New Position
0.61%
$4.472M
174,469 shares@ $25.63 avg price
SEPTAim Etf Products Trust
Recent Activity
New Position
0.53%
$3.889M
129,321 shares@ $30.07 avg price
FAUGFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.53%
$3.879M
84,777 shares@ $45.76 avg price
AUGMFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.4%
$2.907M
92,036 shares@ $31.59 avg price
ONOn Semiconductor Corp
Recent Activity
New Position
0.29%
$2.126M
29,286 shares@ $72.61 avg price
VLTOVeralto Corp
Recent Activity
New Position
0.21%
$1.545M
13,812 shares@ $111.86 avg price
SNPSSynopsys Inc
Recent Activity
New Position
0.15%
$1.111M
2,194 shares@ $506.4 avg price
ZSEPInnovator Etfs Trust
Recent Activity
New Position
0.13%
$898,454
36,126 shares@ $24.88 avg price