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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
STXVEa Series Trust
Recent Activity
Increased 9.71%
0.65%
$4.807M
158,463 shares@ $30.34 avg price
ICOWPacer Fds Tr
Recent Activity
Increased 1.44%
0.63%
$4.64M
146,695 shares@ $31.63 avg price
STXGEa Series Trust
Recent Activity
Increased 15.95%
0.63%
$4.631M
111,407 shares@ $41.58 avg price
AMGNAmgen Inc
Recent Activity
Increased 12.93%
0.61%
$4.489M
13,931 shares@ $322.22 avg price
FLTRVaneck Etf Trust
Recent Activity
Increased 2.21%
0.59%
$4.349M
170,765 shares@ $25.47 avg price
IUSBIshares Tr
Recent Activity
Increased 9.24%
0.57%
$4.202M
89,184 shares@ $47.12 avg price
EMREmerson Elec Co
Recent Activity
Increased 18.68%
0.49%
$3.619M
33,092 shares@ $109.38 avg price
NKENike Inc
Recent Activity
Increased 1.73%
0.46%
$3.36M
38,013 shares@ $88.41 avg price
DOVDover Corp
Recent Activity
Increased 9.41%
0.42%
$3.075M
16,036 shares@ $191.75 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 3.1%
0.33%
$2.43M
15,778 shares@ $154.02 avg price