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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
PAPRInnovator Etfs Trust
Recent Activity
Exited
0%
$7.836M
226,084 shares@ $34.66 avg price
BJUNInnovator Etfs Trust
Recent Activity
Exited
0%
$6.235M
159,546 shares@ $39.09 avg price
FMAYFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$6.21M
139,090 shares@ $44.66 avg price
JUNTAim Etf Products Trust
Recent Activity
Exited
0%
$6.204M
203,706 shares@ $30.46 avg price
JUNWAim Etf Products Trust
Recent Activity
Exited
0%
$4.682M
163,797 shares@ $28.59 avg price
MCHPMicrochip Technology Inc.
Recent Activity
Exited
0%
$3.973M
43,419 shares@ $91.5 avg price
MINTPimco Etf Tr
Recent Activity
Exited
0%
$1.766M
17,549 shares@ $100.66 avg price
ADMArcher Daniels Midland Co
Recent Activity
Exited
0%
$990,889
16,392 shares@ $60.45 avg price
VBKVanguard Index Fds
Recent Activity
Exited
0%
$609,266
2,436 shares@ $250.11 avg price
CRSPCrispr Therapeutics Ag
Recent Activity
Exited
0%
$432,566
8,009 shares@ $54.01 avg price