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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
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
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
CVXChevron Corp New
Recent Activity
Increased 12.64%
1.17%
$11.549M
78,423 shares@ $147.28 avg price
BROBrown & Brown Inc
Recent Activity
Increased 5.51%
1.15%
$11.326M
109,324 shares@ $103.6 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 4.6%
1.15%
$11.264M
376,855 shares@ $29.9 avg price
NVDANvidia Corporation
Recent Activity
Increased 97.63%
1.13%
$11.119M
91,563 shares@ $121.44 avg price
RPMRpm Intl Inc
Recent Activity
Increased 9.66%
1.12%
$10.976M
90,713 shares@ $121.01 avg price