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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
COSTCostco Whsl Corp New
Recent Activity
Increased 27.77%
1.61%
$15.835M
17,862 shares@ $886.52 avg price
CASYCaseys Gen Stores Inc
Recent Activity
Increased 13.54%
1.57%
$15.45M
41,123 shares@ $375.71 avg price
ABBVAbbvie Inc
Recent Activity
Increased 7.45%
1.45%
$14.252M
72,171 shares@ $197.48 avg price
CLOIVaneck Etf Trust
Recent Activity
Increased 24.48%
1.42%
$13.951M
263,019 shares@ $53.04 avg price
FLBLFranklin Templeton Etf Tr
Recent Activity
Increased 483.03%
1.41%
$13.892M
572,399 shares@ $24.28 avg price
PEPPepsico Inc
Recent Activity
Increased 7.3%
1.35%
$13.247M
77,903 shares@ $170.05 avg price
HIGHSimplify Exchange Traded Fun
Recent Activity
Decreased -23.08%
1.29%
$12.713M
542,236 shares@ $23.45 avg price
METAMeta Platforms Inc
Recent Activity
Increased 7.71%
1.29%
$12.706M
22,196 shares@ $572.46 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 44.25%
1.29%
$12.684M
68,071 shares@ $186.33 avg price
AMGNAmgen Inc
Recent Activity
Increased 17.01%
1.28%
$12.552M
38,955 shares@ $322.21 avg price