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David Peterson

@Wealthplan Investment Management, Llc

Latest period2024 - Q3ReportedManaged Assets$987.549MTotal holdings247
Assets growth rate49.41%Assets growth rate (2-Q avg)25.13%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthplan Investment Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 247 positions.

Assets under management

The assets under management (AUM) of Wealthplan Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 987.549M in assets, with a quarterly growth rate of 49.41% and a 2-quarter average growth rate of 25.13%. The portfolio is managed by David Peterson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HIGHSimplify Exchange Traded Fun
Recent Activity
Decreased -23.08%
1.29%
$12.713M
542,236 shares@ $23.45 avg price
MSMMsc Indl Direct Inc
Recent Activity
Decreased -0.64%
1.07%
$10.521M
122,256 shares@ $86.07 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -0.17%
0.99%
$9.713M
216,273 shares@ $44.92 avg price
APDAir Prods & Chems Inc
Recent Activity
Decreased -0.59%
0.91%
$8.967M
30,117 shares@ $297.74 avg price
FLTRVaneck Etf Trust
Recent Activity
Decreased -31.05%
0.89%
$8.753M
343,670 shares@ $25.48 avg price
AZNAstrazeneca Plc
Recent Activity
Decreased -1.35%
0.67%
$6.575M
84,398 shares@ $77.91 avg price
CFRCullen Frost Bankers Inc
Recent Activity
Decreased -4.04%
0.62%
$6.122M
54,727 shares@ $111.86 avg price
TSLATesla Inc
Recent Activity
Decreased -4.95%
0.26%
$2.513M
9,606 shares@ $261.64 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -1.15%
0.23%
$2.2M
8,124 shares@ $270.85 avg price
FSCOFs Credit Opportunities Corp
Recent Activity
Decreased -6.7%
0.11%
$1.083M
170,540 shares@ $6.35 avg price