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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
AGOXStarboard Invt Tr
Recent Activity
Decreased -1.8%
1.27%
$9.43M
326,839 shares@ $28.86 avg price
NVDANvidia Corporation
Recent Activity
Decreased -35.32%
1.26%
$9.336M
76,875 shares@ $121.44 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -40.82%
1.22%
$9.024M
18,489 shares@ $488.08 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -3.87%
1.15%
$8.531M
19,826 shares@ $430.3 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Decreased -6.52%
1.13%
$8.4M
130,027 shares@ $64.6 avg price
WMTWalmart Inc
Recent Activity
Decreased -22.45%
1.03%
$7.636M
94,557 shares@ $80.76 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -28.12%
1%
$7.375M
44,109 shares@ $167.19 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -9.37%
0.99%
$7.315M
45,140 shares@ $162.06 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -17.29%
0.92%
$6.798M
34,423 shares@ $197.48 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -0.88%
0.89%
$6.626M
79,892 shares@ $82.95 avg price