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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
ALBAlbemarle Corp
Recent Activity
Increased 1.95%
0.31%
$2.237M
23,619 shares@ $94.72 avg price
STXKEa Series Trust
Recent Activity
Increased 9.97%
0.29%
$2.109M
67,192 shares@ $31.39 avg price
EFVIshares Tr
Recent Activity
Increased 134.83%
0.29%
$2.091M
36,342 shares@ $57.53 avg price
TCAFT Rowe Price Etf Inc
Recent Activity
Increased 7.56%
0.28%
$2.062M
62,022 shares@ $33.26 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 3.42%
0.26%
$1.933M
11,653 shares@ $165.85 avg price
STRVEa Series Trust
Recent Activity
Increased 26.12%
0.25%
$1.818M
49,359 shares@ $36.84 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 14.02%
0.23%
$1.665M
9,296 shares@ $179.16 avg price
HDHome Depot Inc
Recent Activity
Increased 19.84%
0.23%
$1.662M
4,102 shares@ $405.27 avg price
LLYEli Lilly & Co
Recent Activity
Increased 11.83%
0.22%
$1.566M
1,768 shares@ $886.01 avg price
STXTEa Series Trust
Recent Activity
Increased 18.92%
0.18%
$1.273M
61,245 shares@ $20.78 avg price