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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
HEQTSimplify Exchange Traded Fun
Recent Activity
Increased 1.13%
1.07%
$10.501M
363,611 shares@ $28.89 avg price
IBMInternational Business Machs
Recent Activity
Increased 12.38%
1.04%
$10.191M
46,098 shares@ $221.08 avg price
HRLHormel Foods Corp
Recent Activity
Increased 9.03%
1.02%
$10.041M
316,749 shares@ $31.71 avg price
JNJJohnson & Johnson
Recent Activity
Increased 7.26%
1.02%
$9.998M
61,691 shares@ $162.07 avg price
GPCGenuine Parts Co
Recent Activity
Increased 7.32%
1.01%
$9.91M
70,949 shares@ $139.69 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -0.17%
0.99%
$9.713M
216,273 shares@ $44.92 avg price
FSEPFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.97%
$9.511M
211,633 shares@ $44.94 avg price
MBSFValued Advisers Tr
Recent Activity
New Position
0.97%
$9.506M
370,905 shares@ $25.63 avg price
MAMastercard Incorporated
Recent Activity
Increased 27.73%
0.95%
$9.297M
18,827 shares@ $493.81 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 30.73%
0.92%
$9.046M
15,474 shares@ $584.57 avg price