David Peterson

@Wealthplan Investment Management, Llc

Latest period2024 - Q3

Reported2mo 14d ago

Managed Assets$987.549M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AVGOBroadcom Inc Recent Activity New Position	0.29%	$2.81M 16,290 shares@ $172.5 avg price	New Position
IWPIshares Tr Recent Activity New Position	0.28%	$2.683M 22,871 shares@ $117.29 avg price	New Position
DTHWisdomtree Tr Recent Activity New Position	0.23%	$2.182M 52,658 shares@ $41.44 avg price	New Position
OUSAAlps Etf Tr Recent Activity New Position	0.19%	$1.83M 33,892 shares@ $54.0 avg price	New Position
DEMWisdomtree Tr Recent Activity New Position	0.18%	$1.76M 39,983 shares@ $44.01 avg price	New Position
NEARIshares U S Etf Tr Recent Activity New Position	0.18%	$1.695M 33,072 shares@ $51.25 avg price	New Position
OUSMAlps Etf Tr Recent Activity New Position	0.16%	$1.486M 32,981 shares@ $45.08 avg price	New Position
INTCIntel Corp Recent Activity New Position	0.16%	$1.482M 63,187 shares@ $23.46 avg price	New Position
SNPSSynopsys Inc Recent Activity New Position	0.15%	$1.42M 2,805 shares@ $506.4 avg price	New Position
OXYOccidental Pete Corp Recent Activity New Position	0.13%	$1.223M 23,739 shares@ $51.54 avg price	New Position