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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
AAPLApple Inc
Recent Activity
Decreased -25.96%
7.34%
$54.604M
234,352 shares@ $233.0 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -16.84%
4.87%
$36.257M
78,775 shares@ $460.27 avg price
DGROIshares Tr
Recent Activity
Decreased -35.7%
2.6%
$19.357M
308,779 shares@ $62.7 avg price
COWZPacer Fds Tr
Recent Activity
Increased 0.26%
2.52%
$18.706M
323,467 shares@ $57.83 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -5.58%
2.35%
$17.442M
583,549 shares@ $29.89 avg price
MOATVaneck Etf Trust
Recent Activity
Decreased -1.29%
2.21%
$16.412M
169,287 shares@ $96.95 avg price
HEQTSimplify Exchange Traded Fun
Recent Activity
Increased 3.44%
2.19%
$16.298M
564,333 shares@ $28.88 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -58.68%
2.18%
$16.226M
57,304 shares@ $283.16 avg price
SECTNorthern Lts Fd Tr Iv
Recent Activity
Increased 0.5%
2.07%
$15.362M
285,704 shares@ $53.77 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -15.81%
1.72%
$12.78M
68,588 shares@ $186.34 avg price