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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
SQBlock Inc
Recent Activity
Exited
0%
$373,462
5,791 shares@ $64.5 avg price
ZMZoom Video Communications In
Recent Activity
Exited
0%
$329,866
5,573 shares@ $59.2 avg price
VSHVishay Intertechnology Inc
Recent Activity
Exited
0%
$309,879
13,896 shares@ $22.3 avg price
SILASila Realty Trust Inc
Recent Activity
Exited
0%
$281,625
13,303 shares@ $21.18 avg price
USFRWisdomtree Tr
Recent Activity
Exited
0%
$233,992
4,651 shares@ $50.32 avg price
GEGe Aerospace
Recent Activity
Exited
0%
$200,406
1,261 shares@ $158.93 avg price