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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
SCHFSchwab Strategic Tr
Recent Activity
New Position
2.08%
$20.482M
498,096 shares@ $41.12 avg price
SPABSpdr Ser Tr
Recent Activity
New Position
1.77%
$17.449M
667,526 shares@ $26.14 avg price
IEMGIshares Inc
Recent Activity
New Position
1.64%
$16.166M
281,596 shares@ $57.41 avg price
IVEIshares Tr
Recent Activity
New Position
1.63%
$16.078M
81,544 shares@ $197.17 avg price
FSEPFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.97%
$9.511M
211,633 shares@ $44.94 avg price
MBSFValued Advisers Tr
Recent Activity
New Position
0.97%
$9.506M
370,905 shares@ $25.63 avg price
FAUGFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.78%
$7.618M
166,516 shares@ $45.75 avg price
BSEPInnovator Etfs Trust
Recent Activity
New Position
0.78%
$7.611M
180,674 shares@ $42.13 avg price
SEPTAim Etf Products Trust
Recent Activity
New Position
0.77%
$7.582M
252,155 shares@ $30.07 avg price
HELOJ P Morgan Exchange Traded F
Recent Activity
New Position
0.72%
$7.045M
115,235 shares@ $61.15 avg price