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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
PSEPInnovator Etfs Trust
Recent Activity
New Position
0.11%
$774,260
20,095 shares@ $38.53 avg price
XSEPFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.09%
$604,231
15,749 shares@ $38.37 avg price
SEPWAim Etf Products Trust
Recent Activity
New Position
0.09%
$599,677
21,021 shares@ $28.53 avg price
SCUSSchwab Strategic Tr
Recent Activity
New Position
0.08%
$526,059
20,834 shares@ $25.26 avg price
VYMVanguard Whitehall Fds
Recent Activity
New Position
0.05%
$350,883
2,737 shares@ $128.2 avg price
GSEPFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.05%
$299,878
8,672 shares@ $34.59 avg price
DUKDuke Energy Corp New
Recent Activity
New Position
0.04%
$225,642
1,957 shares@ $115.3 avg price
IRMIron Mtn Inc Del
Recent Activity
New Position
0.03%
$213,181
1,794 shares@ $118.83 avg price
KKRKkr & Co Inc
Recent Activity
New Position
0.03%
$210,887
1,615 shares@ $130.59 avg price
PMPhilip Morris Intl Inc
Recent Activity
New Position
0.03%
$209,740
1,728 shares@ $121.38 avg price