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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
SPYDSpdr Ser Tr
Recent Activity
New Position
0.6%
$5.917M
129,609 shares@ $45.65 avg price
AUGMFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.58%
$5.646M
178,761 shares@ $31.59 avg price
TDIVFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.54%
$5.323M
66,290 shares@ $80.3 avg price
ONOn Semiconductor Corp
Recent Activity
New Position
0.54%
$5.297M
72,946 shares@ $72.61 avg price
FTSMFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.51%
$4.996M
83,455 shares@ $59.87 avg price
IWMIshares Tr
Recent Activity
New Position
0.49%
$4.774M
21,613 shares@ $220.89 avg price
CATXPerspective Therapeutics Inc
Recent Activity
New Position
0.46%
$4.53M
339,292 shares@ $13.35 avg price
BOXXEa Series Trust
Recent Activity
New Position
0.4%
$3.901M
35,810 shares@ $108.93 avg price
AGGYWisdomtree Tr
Recent Activity
New Position
0.31%
$3.053M
68,292 shares@ $44.71 avg price
VLTOVeralto Corp
Recent Activity
New Position
0.3%
$2.949M
26,362 shares@ $111.87 avg price