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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
MAINMain Str Cap Corp
Recent Activity
Increased 0.27%
0.16%
$1.166M
23,248 shares@ $50.15 avg price
BINCBlackrock Etf Trust Ii
Recent Activity
Increased 48.81%
0.15%
$1.116M
20,854 shares@ $53.53 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 37.75%
0.15%
$1.092M
6,656 shares@ $164.08 avg price
EMXCIshares Inc
Recent Activity
Increased 46.17%
0.15%
$1.067M
17,454 shares@ $61.12 avg price
DEDeere & Co
Recent Activity
Increased 4.52%
0.15%
$1.063M
2,547 shares@ $417.38 avg price
AVGOBroadcom Inc
Recent Activity
Increased 271.73%
0.12%
$866,289
5,022 shares@ $172.5 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 0.96%
0.12%
$859,181
16,683 shares@ $51.51 avg price
STXEEa Series Trust
Recent Activity
Increased 1.37%
0.11%
$786,332
25,914 shares@ $30.35 avg price
PAAAPgim Etf Tr
Recent Activity
Increased 38.16%
0.1%
$722,996
14,110 shares@ $51.24 avg price
MCKMckesson Corp
Recent Activity
Increased 4.26%
0.1%
$702,484
1,421 shares@ $494.36 avg price