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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
SPLGSpdr Ser Tr
Recent Activity
Decreased -11.29%
0.89%
$6.563M
97,214 shares@ $67.51 avg price
IVWIshares Tr
Recent Activity
Decreased -14.65%
0.88%
$6.525M
68,144 shares@ $95.76 avg price
PEPPepsico Inc
Recent Activity
Decreased -13.76%
0.86%
$6.355M
37,368 shares@ $170.06 avg price
ORealty Income Corp
Recent Activity
Decreased -8.71%
0.8%
$5.914M
93,257 shares@ $63.42 avg price
CASYCaseys Gen Stores Inc
Recent Activity
Decreased -32.53%
0.78%
$5.782M
15,389 shares@ $375.72 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -12.55%
0.78%
$5.761M
27,321 shares@ $210.87 avg price
CVXChevron Corp New
Recent Activity
Decreased -19.24%
0.74%
$5.472M
37,156 shares@ $147.27 avg price
BROBrown & Brown Inc
Recent Activity
Decreased -11.75%
0.72%
$5.351M
51,654 shares@ $103.61 avg price
MSMMsc Indl Direct Inc
Recent Activity
Decreased -2.21%
0.72%
$5.294M
61,518 shares@ $86.06 avg price
IBMInternational Business Machs
Recent Activity
Decreased -19.04%
0.71%
$5.235M
23,678 shares@ $221.09 avg price