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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
COWZPacer Fds Tr
Recent Activity
Increased 0.26%
2.52%
$18.706M
323,467 shares@ $57.83 avg price
HEQTSimplify Exchange Traded Fun
Recent Activity
Increased 3.44%
2.19%
$16.298M
564,333 shares@ $28.88 avg price
SECTNorthern Lts Fd Tr Iv
Recent Activity
Increased 0.5%
2.07%
$15.362M
285,704 shares@ $53.77 avg price
FTLSFirst Tr Exch Traded Fd Iii
Recent Activity
Increased 0.99%
1.53%
$11.348M
178,795 shares@ $63.48 avg price
CLOIVaneck Etf Trust
Recent Activity
Increased 2.58%
1.08%
$8.038M
151,551 shares@ $53.05 avg price
FLBLFranklin Templeton Etf Tr
Recent Activity
Increased 1033.38%
0.79%
$5.861M
241,499 shares@ $24.28 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 7.19%
0.78%
$5.802M
68,640 shares@ $84.53 avg price
BSEPInnovator Etfs Trust
Recent Activity
Increased 233.34%
0.74%
$5.468M
129,813 shares@ $42.13 avg price
TDVProshares Tr
Recent Activity
Increased 1.34%
0.73%
$5.391M
69,953 shares@ $77.08 avg price
HRLHormel Foods Corp
Recent Activity
Increased 10.21%
0.7%
$5.15M
162,465 shares@ $31.71 avg price